Lukas Limbach

A quiet Sunday: Bitcoin held its $63K-$64K range and Ethereum faded a spike to $1,842 as fresh U.S.-Iran strikes near the Strait of Hormuz pushed risk-off. Fear sits at 31 and $150M in leverage flushed - all eyes on Tuesday's U.S. CPI print.

Bitcoin defended $64K into the weekend after a 2.6% weekly rebound built on short covering, not fresh demand. ETF outflows cooled and altcoins woke up, while Treasury yields kept climbing. The next real test is Tuesday's June CPI and Fed Chair Warsh's testimony.

Bitcoin reclaimed the $64,000 handle on July 10, up more than 2% as a $221M spot-ETF inflow snapped a ten-day outflow streak. With oil cooling and Middle East fears fading, Washington's CLARITY Act push has become crypto's main catalyst heading into a decisive Senate stretch.

Bitcoin opened lower for a second day on Middle East tensions, then recovered near 63,200 as equities rallied. Bitcoin ETFs saw outflows while ether funds extended a five-day inflow streak, and reports pointed to the Clarity Act reaching the Senate this month.

Crypto eased on July 8 as fresh Strait of Hormuz attacks and U.S. strikes on Iran revived risk-off flows, pulling Bitcoin back toward $62k. Yet spot ETF inflows turned positive for a third straight day, and the SEC's looming Regulation Crypto agenda kept optimism intact.

Bitcoin reclaimed $63,000 over a holiday-thin July 4th weekend, ending a ten-day spot-ETF outflow streak. But liquidation data shows shorts covering, not fresh conviction, with Fear & Greed still at Extreme Fear. Small-caps ran; the majors stayed calm.

Bitcoin touched $63,900 overnight, then faded below $63,000 as capital rotated into AI and semiconductor stocks. Strategy trimmed 3,588 BTC to cover dividends, Ripple cleared full MiCA authorization, and FOMC minutes headline a data-heavy week.

Bitcoin reclaimed $62K over the weekend as spot ETF flows flipped positive and short sellers got squeezed, but sentiment stayed pinned in Extreme Fear and 30-day flows remain deeply negative. Here is what moved markets and what to watch this week.