Monetary Policy

Bitcoin and Ethereum paused their July rebound as Middle East tensions reignited and uncertainty mounted over the US Clarity Act's passage in early August. Bitcoin, which hit its lowest point of the year at 88 million won on the 1st of last month, climbed over 10% to the 97 million won range by the

Bitcoin broke $66,000 on the 22nd—its highest level in one month—driven by institutional capital inflows through US spot ETFs, but retreated to the $65,000 range by the 24th as fund flows reversed and geopolitical risks intensified. The cryptocurrency started the week at $63,000 on the 20th,

Bitcoin and Ethereum posted gains in the fourth week of July despite surging oil prices driven by Middle East geopolitical tensions, according to Xangle on the 25th. Bitcoin rose 1.79% to $65,045 during the week, while Ethereum climbed 1.96% to $1,877, supported by continued institutional inflows th

According to BlockBeats, Peng Fu, chief economist at Xinfire Group, stated yesterday (July 24) that global assets including mainstream cryptocurrencies are bound to liquidity. He noted the shift from monetary easing to tightening is triggering a "contraction" market trend, with capital

On July 23, the global asset pricing system underwent a sharp repricing. The Brent crude oil futures Settlement Price closed at $100.69 per barrel, up 7.04% on the day, and for the second time in many days it returned above the $100 level. At the same time, the yield on the 10-year US Treasury intraday broke through 4.7%, reaching the highest level since January 2025. The DXY rose in tandem, closing at 101.445, up 0.32%. The simultaneous

According to CoinDesk, WTI crude oil hit $88.60 per barrel on July 22, marking the highest level since June 11, as geopolitical tensions between the U.S. and Iran intensify. The rally has revived concerns about inflation resurgence, potentially limiting the Federal Reserve's room for interest rate c

The Bank of Korea released an issue analysis report on July 23 assessing that monetary policy uncertainty has increased due to the Federal Reserve's moves to overhaul its policy framework under Chairman Kevin Warsh. The BOK stated that forward guidance reduction and balance sheet contraction

Grayscale research lead and former Goldman Sachs economist Zach Pandl shared his views on X on July 22, stating that “Bitcoin is a macro asset, and it will move along with macro variables.” He also argued that if the FED decides not to continue raising interest rates, Bitcoin may have already completed this round of bottom testing. Pandl’s view directly challenges the market’s widely held traditional four-year halving-cycle framework. Pandl’s View: Sensitivity to Fed Policy and Bitcoin’s Macro A

On July 23, Bitcoin rose to $66,180, but the rebound momentum clearly slowed. Semiconductor stocks have gained 69% since the beginning of 2026, while Bitcoin is down 25% over the same period, showing a structural split in fund flows. The main macro factors suppressing the rebound span three areas: the Federal Reserve’s June meeting minutes directly attributing inflation pressure to AI investments; the 10-year U.S. Treasury yield nearing 4.66%; and ongoing geopolitical risk in the Strait of Hormu

According to Grayscale research chief Zach Pandl on July 23, if the Federal Reserve pauses rate hikes and economic growth remains stable, Bitcoin may have already bottomed. Pandl noted two prevailing market views on when the crypto bear market will end: one follows the "four-year cycle" tied to

On July 22, 2026, the U.S. Dollar Index (DXY) continued its upward trend, rising for the fourth consecutive trading day and briefly trading above the 101 level intraday. Prior to that, over the previous week the DXY had been hovering around 100.76; within just a few days, the dollar completed the shift from consolidation to breakout. This leg of dollar strength was directly triggered by two directions. One was the rapid escalation of geopolitical risk in the Middle East—U.S. forces launched atta

From 17:45 to 18:00 (UTC) on July 21, 2026, BTC fell 0.44% within 15 minutes. The price ranged from 66,038.6 to 66,507.8 USDT, with an Ampl of 0.71%. Market volatility intensified as geopolitical risk and liquidity depletion created a short-term synchronized effect. The main driver behind this anomaly was fluctuations in risk-off sentiment triggered by an escalation in the U.S.-Iran conflict. U.S. Central Command completed another round of strikes on Iran’s missile systems. Iran’s Revolutionary

Jim Cramer called the stock market 'miserable' on July 21 as oil prices, tariff uncertainty, and Federal Reserve hawkishness pressured Wall Street. WTI crude jumped 9.4% to $78.14 a barrel following President Trump's decision to reimpose a naval blockade on Iran through the Strait of Hormuz, while t

According to CNBC, Jim Cramer called the market "miserable" on July 21 as President Trump's reinstatement of a Strait of Hormuz blockade drove WTI crude up 9.4% to $78.14 a barrel. The blockade, which affects roughly one-fifth of global oil transport, triggered sharp volatility across equity

According to Polymarket, traders raised the probability of Bitcoin hitting $67,500 in July to 70%, up from approximately 56% earlier this week. Spot Bitcoin ETFs recorded net inflows for the fifth consecutive trading day, bolstering market bets on higher price targets. The Federal Reserve

From 18:30 to 18:45 (UTC) on July 20, 2026, BTC saw a sharp short-term dip of 0.38% within 15 minutes, slipping back into the $65,346.3–$65,595.8 USDT range, with an amplitude of 0.38%. This move was accompanied by a Filled Amount of 633.48 BTC, which is relatively low, indicating limited market participation; overall, the market is showing a weak consolidation pattern. The main driver behind this sharp short-term decline is the continued escalation of the geopolitical conflict between the US an