Crypto Daily — June 29, 2026



Strategy mentions "sellable $BTC" in its capital framework for the first time, shifting market focus near $60K from ETF outflows to whether treasury shares will be forced to liquidate.

1. Strategy approved a new digital credit capital framework, allowing up to approximately $1.25 B in $BTC sales for liquidity, dividends, and buybacks; it still holds about 847,363 $BTC, but did not increase its holdings this week.

2. BlackRock integrated Ethena's $USDe into Aladdin, extending stablecoin use cases to institutional systems managing over $20 T in assets, $ENA up about +6.1% today.

3. Gate / $GT: $GT -0.7% today, a slight pullback.

4. Tom Lee believes the recent weakness in the crypto market is related to quarter-end rebalancing; Bitmine continued to add about 27,084 $ETH last week, with holdings rising to about 5.7 M $ETH, close to 4.7% of $ETH 's total supply.

5. Peter Schiff warned that Strategy's Bitcoin liquidation plan could amplify market selling pressure; meanwhile, liquidation data shows that if $BTC falls below $56,539, potential long liquidation volume is about $1.388 B, and if it breaks above $62,404, potential short liquidation volume is about $1.123 B.

6. $TAC up +168.4% in 24 hours, with volume of about $21.6 M, becoming the strongest altcoin today, a high-volatility explosive rally with high risk of chasing.

7. Altcoins: $UB, $GWEI, $RE, $BAS up +26.6% / +25.8% / +23.3% / +18.4% respectively, with hotspots in data infrastructure, ETH Gas narrative, RWA/financial protocols, and identity verification sectors.

Market Status
$BTC currently $59,736 (-0.2%); $ETH currently $1,578.26 (roughly flat).
$GT -0.7%, platform tokens diverging.

Next Day Brief
$BTC bullish probability 43/100, bearish 57/100; altcoin sentiment still sees local outbreaks, but the market has not escaped the $60K resistance zone.

Expected $BTC fluctuation range for tomorrow -2.3% to +1.8%, key level to watch $60K. If it holds above $62.4K, short covering may bring a recovery; if it breaks below $58K, the market may continue moving toward the $56.5K liquidation zone.
BTC3.02%
ETH2.59%
ENA5.58%
USDE0.03%
GT1.54%
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NarrativeCartographer
· 06-29 18:13
Bitmine aggressively bought ETH to 5.7 million coins, close to 4.7% of the circulating supply. This concentration of holdings is a bit scary. With Schiff's warning and liquidation data combined, it feels like the market is walking a tightrope.
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0xCaffeine
· 06-29 17:10
Strategy This time, it wrote the sellable BTC into the framework—essentially giving the market a warning. When the time truly comes for a forced sell-off, the impact may be bigger than people expect. The $60K level has now become a psychological battleground.
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LateBlockLarry
· 06-29 16:36
BlackRock integrating USDe into Aladdin is the hidden bomb—once the $20 trillion asset management system starts playing with stablecoins, ENA’s 6% move this time is just a starter.
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