Our Daily Crypto Briefing, your morning dose of whats relevant.
Bitcoin closed its best week since March 2023 above $77,000 after the Treasury doubled its long-end bond buybacks, pushing yields down and the dollar lower. Another $1 billion in shorts was liquidated, ETF inflows accelerated for a second day, and Japan cleared a new exchange.
Bitcoin cleared $72,000 for the first time since May as record short liquidations, an expanded Treasury buyback program and the SEC's new crypto offering proposal collided. Spot ETF inflows returned at scale. Whether the breakout holds above $70,000 is the open question.
Bitcoin held near $63,500 on Monday while the weekly ETF number and the quarterly flow trend told opposite stories. Futures open interest now runs at twice daily volume, and the US-Iran Hormuz arrangement expired. What moved on August 17, and what to watch today.
Bitcoin ended the weekend flat near the 63K mark after a week that cost it about 3%. US spot ETFs swung back to outflows, the Coinbase premium hit a record 90 negative days, and the CME basis trade is unwinding. What moved on August 16, and what to watch this week.
A quiet Saturday on the tape, with second-quarter 13F filings doing the talking. Harvard stopped selling IBIT after two quarters of cuts, Abu Dhabi's funds sat still, UBS lifted call exposure 24-fold, and Tudor added shares while cutting calls 85 percent.
Bitcoin fell below $63,000 on Friday, its lowest since August 3, as spot ETFs logged a second straight day of outflows. Washington stalled on two rulemakings, MSCI reopened index-exclusion risk for Strategy and Metaplanet, and World Liberty won a federal bank charter.
Two soft inflation prints in a row and Bitcoin still will not move. Spot volume is the lowest since 2019, the SEC pulled its Reg Crypto meeting hours before it was due, and Tether closed a KPMG audit. A quiet tape hiding three decisions that matter.
Bitcoin failed above $65,000 a fourth time and slipped under $63,500 as Trump's Iran demands pushed Brent to $89. Underneath it: whale wallets at a six-month high, Strategy selling a fourth straight week, and Riot signing $9.1B with Anthropic. Wednesday's CPI decides the week.
Bitcoin gave back the week's gains on Monday and closed below $64,000 as oil reclaimed $80. Underneath it, three treasury companies gave three different answers: Strategy sold coins for a dollar reserve, Trump Media booked $361M in losses, H100 bought 2,455 BTC with equity.
Bitcoin held above $65,000 through a quiet Sunday while three stories landed at once: the BIP-110 fork stalled after two blocks, more than 100 crypto projects folded in 2026, and Hyperliquid's revenue fell a fourth straight quarter despite record volume.
US payrolls unexpectedly fell 23,000 in July, sending bitcoin above $65,000 as September rate-hike bets collapsed. Long-term holders moved 210,000 BTC after the Coldcard breach, BTCPay disclosed a live exploit, and the Senate finally opened floor action on the Clarity Act.
Bitcoin held near $64,000 while equities printed records and Brent slid below $80. ETF inflows landed without lifting price, options priced the lowest upside volatility on record, and whales kept absorbing supply as the Coldcard theft passed $130 million.