Crypto Daily — 2026.7.9

$BTC rebounded from yesterday's sharp drop to near $63K, with corporate buying, stablecoin payments, and altcoin recovery heating up simultaneously, but oil prices and geopolitical risks continue to weigh on the market's upper edge.

1. Listed companies bought a total of approximately 110,000 $BTC in Q2, a scale about 1.8 times the total of the previous two quarters; institutional treasury buying remains one of the most important medium-to-long-term supports for $BTC .

2. PayPal will natively issue $PYUSD on Polygon and integrate with Open Money Stack to expand cross-border payments; Polygon's stablecoin settlement volume has exceeded $2.6 trillion, as stablecoin applications continue to move from trading scenarios to payment scenarios.

3. Gate / $GT : $GT today +1.3%, a slight recovery, but trading elasticity remains weak.

4. Michael Saylor said Bitcoin 'has no junk transaction problem,' and the BIP-110 soft fork controversy continues to ferment; market focus extends from price to whether Bitcoin should restrict non-monetary data writes.

5. JPMorgan believes the bigger risk for $BTC is not Strategy selling coins, but that blockchain adoption bypasses public chains and the tokens themselves; this brings the debate 'whether real adoption will feed back into token value' back to the forefront.

6. $SENT up +15.5% in 24h, with trading volume approximately $129.3M, becoming today's strongest altcoin; AI/decentralized network narrative combined with new trading heat, short-term capital chasing is evident.

7. Altcoins: $ARB , $VVV, $ANSEM, $SKY up +14.2% / +9.0% / +8.7% / +7.3% respectively, with heat concentrated in L2, AI, attention assets, and stablecoin governance sectors.

Market Status
$BTC currently $62,967 (+2.1%); $ETH currently $1,740.96 (+1.2%). $GT +1.3%; platform tokens generally recovering.

Next Day Brief
$BTC bullish probability 54/100, bearish 46/100; altcoin sentiment shifts from yesterday's defense to local offense, but still mainly event-driven and high-volume targets.

Expected Tomorrow
$BTC trading range -1.5% to +2.0%, key level to watch $63K. If it holds above $63.5K, there is a chance to retest $64.6K–$65K; if it falls back below $61.5K, the rebound structure will weaken again.