Monetary Policy

QCP Capital published a market analysis examining Bitcoin's recovery toward $64,000, supported by a 10 basis point decline in Japan's 10-year government bond yield. The Singapore-based digital asset trading company attributed the bond yield decline to a proposal encouraging Japan's Government

Bitcoin (BTC) rebounded to $63,000 on July 10, but the bulls then showed weakness. US May PCE inflation came in at 4.1%, and the Kalshi prediction market puts the probability of rate hikes within the year at 54%. As tensions between the US and Iran escalate, the US military has attacked 90 targets inside Iran, and navigation through the Strait of Hormuz is again under threat. US-Iran Conflict Escalates: US Attacks 90 Targets, Iran Strikes Back Across the Four Countries in the Persian Gulf Accord

On July 7, Kazakhstan President Kassym-Jomart Tokayev signed a decree establishing a regulated cryptocurrency market framework, according to the Ministry of Artificial Intelligence and Digital Development. The measure covers stablecoin payments, tax incentives, a crypto mining framework, and

Bitcoin (BTC) retraced its early-week gains, currently around $62,420 on July 9. EU officials plan to revise the Markets in Crypto-Assets Regulation (MiCA) to include non-EU stablecoin issuers. Russia proposes criminal penalties for illegal crypto exchanges, with a maximum sentence of five years imprisonment. Macro Events & Crypto Hotspots According to CoinTelegraph, EU officials are planning to amend the MiCA framework amid the US implementing stablecoin legislation. European news outlets repor

Bitcoin (BTC) retreated to around $62,000 on July 9, after the U.S. Federal Reserve (Fed) released the minutes of the June 16-17 FOMC meeting. The 12 voting members unanimously approved maintaining the federal funds rate target range at 3.50%-3.75% and officially removed the phrase "accommodative bias" from the statement, directly triggering a sell-off in U.S. stocks. FOMC June Meeting Minutes Highlights: Interest Rate 3.50%-3.75%, Removal of Accommodative Bias (Source: Federal Reserve website)

On July 7, 2026, local time, U.S. Central Command announced the completion of a new large-scale military strike against Iran, hitting over 80 targets including Iran's air defense systems, command and control networks, coastal radar stations, and more than 60 small boats of the Islamic Revolutionary Guard Corps. The U.S. Treasury simultaneously revoked the previous 60-day sanctions exemption on Iran's oil sales. Explosions were reported in multiple locations in southern Iran, including Qeshm Isla

According to Wintermute, Bitcoin rose nearly 10% over the past week to about $64,023, touching a two-week high above $64,500, with the market maker describing the move as a "textbook relief rally." The firm attributed the rebound to three factors: easing macroeconomic conditions, a more dovish

Bitcoin (BTC) edged slightly lower after a rebound, temporarily trading around $63,570 on July 8. The U.S. Securities and Exchange Commission (SEC) released its 2026 regulatory agenda, proposing revisions to rules for crypto exchanges and broker-dealers, as well as easing corporate filings. EU lawmakers adopted a digital asset policy stance after the transition period of the Markets in Crypto-Assets Regulation (MiCA), assessing DeFi, staking, crypto lending, and NFTs. Macro Events & Crypto Hotsp

According to Yonhapinfomax, Bank of Korea Governor Shin Hyun-song on July 1 proposed a 'Unified Ledger' framework as the blueprint for future monetary systems. The model comprises institutional central bank digital currency, commercial bank deposit tokens, and tokenized assets, intended to

According to BMO FX strategy head Mark McCormick, on June 6, the financial market has exited the "Goldilocks" phase of low inflation and stable growth, entering a new investment environment dominated by high interest rates, persistent inflation pressure, and tighter liquidity. McCormick stated in a

From 12:30 to 12:45 (UTC) on July 6, 2026, BTC dropped 0.44% in 15 minutes, with a price range of 61,777.2-62,184.5 USDT and a volatility of 0.66%. This time window was in the transition into Western markets, with relatively thin liquidity, coupled with the overall weak pattern of a 3.01% drop on the day, amplifying short-term selling pressure. The main driver of this abnormal movement was the continuous capital outflow from spot Bitcoin ETFs. In June, the net outflow of ETFs reached -$4.5 billi

According to BlockBeats, this week's crypto markets will be shaped by macroeconomic releases and industry events. The Federal Reserve will publish June FOMC minutes on July 9 at 2:00 UTC, with markets monitoring for signals on future interest rate policy. SpaceX officially joins the Nasdaq 100

Xangle researcher Kim Jun-seong issued a research report stating that employment slowdown and oil price stability support cryptocurrency risk appetite. The report, released the day before the 5th, identified the core variables in the recent cryptocurrency market as the reassessment of the Federal

According to a Jangle research report on July 5, weak U.S. June employment data and stable oil prices are supporting crypto asset risk appetite. U.S. non-farm payrolls rose by 57,000 in June, well below the expected 110,000, while the unemployment rate fell to 4.2% and wage growth remained at 0.3% m

IMF Monetary and Capital Markets Director Tobias Adrian warned that tokenization could fragment financial markets unless policy decisions on money, market infrastructure, and legal frameworks are carefully designed. Adrian said policy choices will determine whether the migration of financial

Bitcoin and gold experienced significant capital outflows in H1 2026 as the debasement trade unwound following slow progress in US-Iran talks. Bloomberg ETF analyst Eric Balchunas observed that both macro hedges were approaching similar levels of investor exits, with GLD short interest spiking 80% a

ARK Invest co-founder Cathie Wood said on the July 3 monthly program "In The Know" that the recession signals in the U.S. June nonfarm payrolls report mainly stem from distorted statistical data rather than problems with the U.S. economy itself; on the same day, ARK Invest bought nearly $18 million worth of Circle stock. June Nonfarm Payrolls Added Only 57,000, Less Than Half of the Expected 115,000 According to data released by the Bureau of Labor Statistics on July 2, 2026, nonfarm payrolls in

Spot bitcoin ETFs recorded $4.5 billion in net outflows during June 2026, the worst monthly withdrawal since their approval in early 2024, while bitcoin dropped approximately 20% for the month and locked near $60,000. Experts attribute the outflows to macroeconomic conditions rather than bitcoin