Geopolitics

According to Bernstein analysts, the odds of the Digital Asset Market Clarity Act (CLARITY) passing have declined as the U.S. Senate is scheduled to begin summer recess at the end of this week. Bernstein warned that Senate failure to pass the legislation could trigger an immediate negative market re

Russia approved a ban on cryptocurrency mining and mining pool participation in Moscow, the Moscow region, and parts of the Kursk region from 15 August through the end of 2032. The government said the ban is needed to protect the electricity grid, warning that energy-intensive mining could worsen po

Russia approved a ban on cryptocurrency mining and mining pool participation in Moscow, the Moscow region, and eight districts of Kursk Oblast from August 15 through the end of 2032, citing electricity supply concerns. The Energy Ministry said mining operations consume roughly 1GW of electricity and

On August 3, 2026, the global energy market saw a sharp reversal. Over the previous few weeks, the situation in the Middle East continued to escalate. Since February 28, when the United States launched a military action against Iran together with Israel, the conflict has lasted for more than five months. The Strait of Hormuz—an essential chokepoint that typically carries about one-fifth of the world’s crude oil and liquefied natural gas shipments—saw shipping disruptions multiple times. In July,

Reuters, citing two officials, said Japan could officially announce a joint currency-rate action with the United States on August 3, and the action is still ongoing. Finance Minister Satsuki Katayama is expected to make a statement, and Atsushi Mimura, the chief foreign-exchange policy adviser to the Ministry of Finance, said the ministry is closely coordinating with and operating alongside the monetary-policy divisions. Bitcoin trades near $63,000, and yen volatility could spill over into risk

Upbit, from July 25 to 31, listed one crypto asset in the won market each day—7 in total—during which industry analysts view the move as an unusually aggressive listing strategy. Industry sources say Upbit’s aim is to retain retail investors by taking advantage of the trading-fee effect generated when prices rise after a new coin is listed. Current South Korean regulations only allow spot trading, and domestic exchanges’ product-structure constraints are seen within the industry as one of the fa

Bitcoin (BTC) gives back weekend gains, temporarily around $63,230 as of Aug. 3. Trump Media again transfers 2,628 BTC to a crypto exchange, and after buying high and selling low, losses surge to over $550 million. Russian Prime Minister signs Resolution No. 936 to include Moscow, Moscow Oblast, and Kursk Oblast in a cryptocurrency mining ban, effective Aug. 15, with the ban lasting through the end of 2032. Macro Events & Crypto Hotspots 1、Listed company Trump Media on Aug. 2 once again transfer

Bitcoin gave back the weekend gains on Aug. 3, trading around $63,340, as the market digested concerns from Strategy’s (MSTR stock) Q2 2026 earnings. Strategy posted a net loss of $8.22B in Q2, mainly due to an unrealized loss of $8.32B on its Bitcoin holdings; by comparison, Q2 2025 recorded a profit of $10B. Strategy’s $8.22B net loss and changes in its Bitcoin holdings According to Strategy’s filed Q2 2026 financial report and its 8-K filing, the spot Bitcoin price fell by more than 40% year-

According to ChainCatcher and Gate market data, crude oil futures declined sharply on August 2 as markets anticipated imminent U.S.-Iran negotiations. As of 7 p.m. ET on August 2, WTI September futures fell to $74.78 per barrel, down 6.96%, while Brent October futures dropped to $81.55 per barrel, d

Iran and Oman are close to finalizing a deal to manage commercial shipping through the Strait of Hormuz, a waterway that handles roughly 20 million barrels of oil per day, representing about 20% of global oil supply. Negotiations began in late July 2026, following an April 2026 draft protocol that p

Iran and Oman are nearing a deal to manage shipping through the Strait of Hormuz, a waterway handling roughly 20 million barrels of oil daily. Negotiations started in late July 2026, with Oman proposing a 50-50 split of transit lanes. Iranian Deputy Foreign Minister Kazem Gharibabadi rejected this p

Researchers at the People's Public Security University of China built an AI system that identifies illicit Bitcoin transactions with 89.4% overall accuracy, according to findings published in May in the Journal of Intelligence and reported by the South China Morning Post. The framework combines

According to ChainCatcher, increasingly more public institutions and major organizations have voiced support for the CLARITY Act. If the legislation fails to pass, the U.S. risks losing its competitive advantage in digital finance and ceding leadership to other

The Russian Government banned cryptocurrency mining in Moscow and the Moscow region from August 15, 2026, to December 31, 2032, through Resolution 936 signed by Prime Minister Mikhail Mishustin on July 25. The ban addresses severe strain on the local power grid caused by over 65 data centers