Bit_Bull

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U.S. spot Bitcoin ETFs saw $389.71M in net outflows this week.
That’s the biggest weekly outflow in six weeks.
ETF demand has clearly cooled again, making institutional flows an important signal to watch for $BTC next move.
BTC-0.67%
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This week was supposed to bring two big U.S. crypto regulatory developments.
Instead, the CLARITY Act was pushed beyond the Senate’s August recess, and the SEC canceled its Aug. 14 open meeting on proposed crypto rules because of a scheduling issue.
For now, the market is back to waiting.
The bullish part is that regulatory clarity is still being worked on.
The frustrating part is the timeline keeps moving.
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@DuskFoundation
I used to think tokenizing real-world assets was mainly about putting the asset onchain.
But the token is only one piece.
A real market also needs identity checks, ownership rules, privacy, compliance and settlement.
That’s why #Dusk stands out to me.
The bigger idea isn’t just tokenizing assets. It’s bringing more of the actual market infrastructure onchain.
That’s a much stronger RWA thesis.
$DUSK
DUSK8.44%
RWA-0.51%
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Bitcoin’s short-term holder supply is shrinking toward an extreme.
That means fewer coins are sitting with the most reactive holders, while more supply is moving into stronger hands.
Historically, similar STH contractions have appeared during periods of low interest before demand returned.
The key signal now is simple: supply is tightening, but demand hasn’t fully come back yet.
If that changes, $BTC could have a much stronger setup ahead.
BTC0.16%
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CoreWeave just jumped 21% after delivering its strongest earnings report yet.
Revenue reached $2.58B, up 112% and above expectations, while the adjusted loss came in better than analysts expected.
The bigger signal may be demand.
Revenue backlog has climbed to $104B, with another $25B in new commitments already signed in early Q3.
CoreWeave also says capacity is fully sold out and raised prices by 25% in July.
AI infrastructure demand is still running hot.
CRWV-1.02%
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US STOCKS DUMP 🩸
Around $270B in market value was wiped out in just 2 hours, with major names like Google, Amazon and Microsoft all in the red.
AMZN-0.94%
MSFT-0.33%
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bitcoin:native is starting to look stronger here.
Price action is improving and the bullish structure is becoming clearer.
BTC0.16%
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CRYPTO HAS BEEN THE WEAKEST MAJOR ASSET CLASS SINCE JANUARY 2025:
Silver: +107%

Copper: +66%

Gold: +60%

Nasdaq: +38%
Meanwhile, $BTC is down 35%, $ETH 47%, and altcoins around 57%.
The gap is huge.
Crypto has clearly underperformed, but that also makes it one of the most interesting markets to watch if capital starts rotating back into risk assets.
XAG-0.20%
XCU0.85%
BTC0.16%
ETH0.27%
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$1.4B worth of $USDC has left circulation over the past 30 days.
That’s a noticeable liquidity contraction.
For me, the key is whether this continues, because shrinking stablecoin supply can mean less fresh capital available to move into crypto markets.
USDC0.00%
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GateUser-bf74edc5:
Will BTC rise or fall further? #SKHynixTopsKOSPIByMarketCap $BTC ‌
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A whale just accumulated 1,346 $BTC worth around $87M.
Does he know something?
BTC0.16%
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GateUser-d535a60e:
Unintelligible text.
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The market is losing confidence in the CLARITY Act passing this year.
Polymarket odds have dropped to just 15%, showing traders now expect more political delays than progress.
GM.
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Excited to announce my partnership with @Gate 🤝
To start this collaboration, my community can trade selected U.S. stocks on Gate with 0% commission during the campaign period.
Complete KYC, reach 1,000 USDT in cumulative stock trading volume, and receive a 5 USDT cash voucher.
Campaign period: July 31 – August 31, 2026 Rewards are limited to the first 50 eligible participants.
Join through my exclusive referral link:
I’m looking forward to creating useful content, exploring Gate’s stock products, and bringing more opportunities to my community through this partnership.
Always review the full
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Markets are now pricing an 85% chance of zero Fed rate cuts in 2026.
That does not automatically mean something bad is coming.
It means inflation, growth, or policy uncertainty may be keeping the Fed tighter for longer than traders expected.
Higher-for-longer rates usually pressure liquidity and risk assets, so the next inflation and labour data matter more than the headline itself.
GM.
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@zordcrypt @Uniswap DeFi growth will likely depend on making complex tools easier to use.
UNI0.33%
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@zordcrypt Tracking unlock schedules is definitely important for market awareness.
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🔥 Base has already processed $26.1 trillion in stablecoin volume during 2026, compared with roughly $17.5 trillion across all of 2025.
That is almost 50% more activity, with five months still remaining.
The number is impressive, but the real story is not simply that more stablecoins are moving.
@base is becoming a major settlement layer for trading, liquidity movement, payments, treasury activity and onchain applications. When developers have low-cost infrastructure and deep USDC liquidity, stablecoins can move between wallets, exchanges and protocols without users thinking much about the net
USDC0.00%
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📊 Hyperliquid didn’t just lead July’s perp DEX market l, it created a huge gap.
The platform recorded $218B in volume, almost $30B more than the next seven DEXs combined.
Competition is growing, but July still looked like a one-platform market.
HYPE1.88%
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Strategy just moved nearly $19M worth of BTC to a fresh wallet.
The timing is getting attention because its previous wallet activity was followed by selling but a transfer alone does not confirm a sale.
For now, this is a wallet move, not a confirmed exit.
Would you be concerned or ignore the noise?
BTC0.16%
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🚨 Bitcoin and Ethereum are moving higher after the U.S. called off planned strikes on Iran.
GM.
BTC0.16%
ETH0.27%
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CZ says we might be in a bear market, but there is still plenty of capital waiting for the right opportunity.
I agree.
Money has not disappeared. It is simply becoming more selective.
When confidence returns, the next bull market could move much faster than most people expect.
@cz_
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