Why Isn’t the Market Rising? While Bitcoin remains around $60,000, there’s no broad market collapse—capital is simply becoming more selective. The 10-year U.S. Treasury yield is at 4.67%, creating a significant opportunity cost for new capital entering high-volatility, non-cash-flow-generating assets like Bitcoin. Spot Bitcoin ETF flows are not entirely broken, but neither is there consistent or strong demand. Thus, marginal buyers capable of pushing the price significantly higher are not yet clearly visible. Meanwhile, the S&P 500, Nasdaq 100, and U.S. financial sector ETFs are trading near their peaks. The issue is not a broad “risk-off” sentiment, but rather weakening capital allocation to crypto amid higher interest rates. In short, the main pressure on Bitcoin is not solely a liquidity crisis: elevated Treasury yields, fluctuating ETF flows, and cautious risk appetite are all acting simultaneously. For research and analysis purposes only; not investment advice.

Good morning everyone ☀️ Geopolitically, tensions remain high—the U.S.-Iran standoff has pushed Brent crude oil to the $95 mark. In crypto, institutional inflows into BTC ETFs continue unabated—we saw $69 million in net inflows yesterday. The price is attempting to hold at the $66,500 level. The healthiest approach is to buy on support and stick to your plan.

Ten years ago tonight, tanks rolled onto the bridge. The people took to the streets. That night, one thing became clear: The will belongs to the people on these lands. We honor and remember our martyrs with respect and gratitude. 🇹🇷 #July15 #DemocracyAndNationalUnityDay https://t.co/Jz5sgXjIHs

The new week begins with BTC holding at $63,150. Whale buying is offsetting ETF outflows. The FOMC minutes on Wednesday will be critical for determining market direction.

You’ll send electricity to the opposite store 😂

The U.S.-Iran peace agreement eased macro markets, causing oil to drop below $80. In crypto, pressure persists due to ETF outflows and the large options expiry on Friday. However, MicroStrategy’s continued accumulation of BTC from the bottom signals an upward trend in the bigger picture. Patience pays off.

Good morning everyone ☀️ We kicked off the new week with positive news from the U.S.-Iran talks; the prospect of an agreement pushed oil below $80. This macro-level relief could also give crypto some breathing room. BTC is holding around $64K.

Well done, truly excellent work. The guy is doing his job—what are you complaining about? Kudos to the security team.

What an interesting guy, really.

Iran launched a missile attack on Israel.