Delivering as always
Building Neron

July 24, early morning — brief analysis of the “2” candle
ETH’s big bearish candle late at night directly dropped 2.58%. The price fell from above 1940 down to a low of 1882. It has only weakly rebounded to around 1888, with net capital outflows of $337 million, and clear panic sentiment.
The most critical right now is whether the 1882 low can hold. If the second pullback does not break it, there is a chance for stabilization. Once it breaks, it will likely continue lower to seek further lows. For rebound pressure, first look at the 1900-1915 range, with strong resistance at 1940.
Liquidity is

#TrumpWarnsSeptemberShutdown
#TrumpWarnsSeptemberShutdown
President Donald Trump has warned that the United States could face another government shutdown in September if Republicans in the Senate do not move forward with his demands on the filibuster and election legislation. The warning comes as Congress approaches the September 30 funding deadline, adding another political risk to an already complicated budget process.
The key point is that a shutdown is not yet a certainty. The House Appropriations Committee has already proposed a continuing resolution that would extend government funding

#SECWarnsOnChainLendingMayFallUnderSecuritiesLaw
The SEC Just Told DeFi What Everyone Already Knew But Refused to Say
Hester Peirce long the crypto industry's closest ally inside the SEC just delivered a message that should make every vault curator and lending protocol operator stop scrolling and start reading. On July 22, Peirce issued a statement that crypto vaults and on-chain lending strategies may fall squarely under federal securities law. Not might. Not could-in-a-distant-future. The language was direct enough to send MORPHO's token down 5% within hours, and the implications reach fa

Clarity Act's Ethics Clause Clarified, But Democrats Find It Insufficient ✨
Senator Cynthia Lummis shared the ethics requirement for the Clarity Act. The clause aims to prohibit federal officials from issuing or sponsoring digital assets for profit.
🔹 Scope includes the president, vice president, members of Congress, and high-ranking federal officials.
🔹 The ban covers activities of issuing and sponsoring digital assets for profit.
🔹 The Department of Justice will be responsible for implementation.
🔹 The clause was added to the text after negotiations with the White House.
On the Democrati

This wave didn’t suddenly get weaker—it’s been that nobody up there has been taking it seriously for a while. Right at the start of the session when the market got smashed, $DOT tried a few times from around 1.223 to push upward. On the surface there was a rebound, but the volume was on the light side; the moment the price tried to rise, it was slammed back down.
While everyone else was still watching and waiting, I looked at DOT and judged that the pressure at the top is still there. The rebound felt more like a test than a real breakout, so I opened longs following that rhythm. I didn’t cha

$ETH recovered a payment

🤯 AI demand is absolute insane.
Compared to it, crypto looks like a bad joke. The real opportunity has shifted to AI - and rightly so, driven by actual utility, not just hype and fraud.
Smart people see this, feel this, and act accordingly.

JUST IN: Goldman Sachs CEO backs the crypto market structure bill as vote nears, signaling institutional openness despite hesitancy over stablecoin provisions. $BTC $ETH

Bitcoin has broken above the $66,000 level, putting the market back in a zone where traders are closely watching whether this move can develop into a stronger breakout or turn into another short-term rejection.
The move above $66,000 is important because round-number levels often attract significant attention from both buyers and sellers. A clean move above this area can improve market sentiment, but the real test is whether Bitcoin can maintain the breakout rather than simply trading above the level temporarily.
My prediction is cautiously bullish. If $BTC can hold above $66,000 and successfu

JUST IN: Nasdaq 100 slides ~2% intraday as tech-led weakness spills into broader markets. No crypto-specific takeaway yet, but broader risk-off could spill into altcoins if trend persists.

#oil $CL $WTI $USO
low time frame blow-off into PoC

I tested 432 AI trading bots, and this one won.
In this video, I break down the BEST AI trading strategy (based on real data).
I also open-sourced the entire GitHub repo!
Watch now 👉

CRYPTO HAS SPENT YEARS WAITING FOR REGULATORY CLARITY.
NOW THE BIGGEST BANKS ARE TOO.
Goldman Sachs says it’s time to move the CLARITY Act forward.
He says the CLARITY Act isn’t perfect, but believes it creates a level playing field and gives digital asset markets room to grow.
When the biggest banks start pushing for the rules, they’re already planning for what comes after.
Clear rules create bigger markets. More adoption.

The Magnificent Seven ETF just had its worst day of 2026, down 4.4%.
Tesla led the drop, plunging over 13% after earnings pushed analysts to cut price targets and demand clearer progress on Robotaxi and Optimus. Alphabet fell more than 6%, adding to the pressure.
Retail sentiment on MAGS flipped from neutral to bearish in a single day. That’s a fast shift for a fund built on the biggest names in tech.
When mega cap tech stumbles like this, it usually ripples into risk appetite across crypto too.
Are you watching this as a warning sign or a buying opportunity?
#SummerCreationCamp

📢 We’ve just launched a new format on OAK Research: the Market Briefing, a concise market recap with our analysis and an update on our positioning.
Over the past year, we’ve published several in-depth reports to share our market views (on October 20, 2025, we outlined our bear market thesis, and on July 7, we explained why we believed that bear market was approaching its end).
In between, we shared updates through articles and Alpha posts, but it was difficult to maintain a clear thread connecting our analysis over time.
The only place where we really did that was in our weekly Block-Note new

BlackRock, Strategy and Coinbase launch Bitcoin Security Consortium with $15M three-year funding pledge.

JUST IN: USTR Greer set to unveil a tariff announcement today, extending existing measures as talks of maintaining the 10% global rate persist and potential higher tariffs under review. No crypto-specific detail yet, but macro policy signals could impact cross-border flows.