Macro
Gold, silver and Bitcoin rallied as Treasury action pushed long-term yields and the dollar lower. The move came as U.S. debt approaches $40 trillion, reinforcing investor focus on fiscal risk, liquidity and alternative assets.
Cryptocurrencies
Bitcoin surged above $68,000 and Ethereum climbed above $2,100 as a Treasury bond-market move, regulatory developments and short covering fueled a broad rally across cryptocurrency markets and crypto-linked stocks.
Earnings
Bullish (BLSH) posted 62% growth in adjusted revenue despite weaker crypto trading, as record subscription and services revenue helped offset lower digital asset sales. Shares rallied as investors focused on diversification and the company’s tokenization strategy.
Cryptocurrencies
The CLARITY Act faces a critical September 15 Senate vote after lawmakers delayed action before the August recess. Failure could postpone comprehensive U.S. crypto market-structure legislation into 2027, creating different implications for Bitcoin and crypto companies such as Circle.
Cryptocurrencies
Bitcoin ETF inflows surged to their strongest level since April while Bitcoin held near $65,000 despite the Coldcard exploit, regulatory delays, and broader security concerns. The combination puts institutional demand and BTC’s key resistance zone back in focus.
Earnings
Coinbase (COIN) reported a wider-than-expected second-quarter loss as weaker crypto trading activity pressured transaction revenue, overshadowing record market share and continued expansion across stablecoins, derivatives and prediction markets.
Cryptocurrencies
Bitcoin returned to the $65,000 range as ETF inflows improved, but persistent inflation, rising bond yields, and competition from AI-related investments continue to limit broader upside momentum.
Cryptocurrencies
Bitcoin fell below $60,000, weighing on Strategy (MSTR) as investors focused on mNAV pressure, liquidity plans, preferred dividends, and the risks tied to its digital-asset treasury model.
Cryptocurrencies
Bitcoin fell to a fresh 12-month low, dragging Strategy (MSTR) lower as investors focused on declining crypto prices, preferred dividend obligations, and questions about the company’s Bitcoin funding model
Cryptocurrencies
Company disclosures show the Trump family was entitled to roughly $500 million from a World Liberty Financial crypto transaction with Alt5 Sigma, now AI Financial Corp., whose shares have fallen more than 90%.
Cryptocurrencies
Major U.S. banks are accelerating tokenized deposit networks while Bitcoin and crypto markets face ETF outflows, rising rates, and growing pressure from tighter regulation and institutional competition.
Cryptocurrencies
Strategy shares and Bitcoin fell sharply as crypto markets faced nearly $1.5 billion in liquidations, ETF outflows accelerated, and investors reacted to Strategy’s first Bitcoin sale since 2022.