Crypto_Research

🪙 Bitcoin climbed back toward the $60K area following the international debut of new Fed Chair Kevin Warsh at the ECB’s annual Sintra conference 🇵🇹.
⚡ During the event, Warsh avoided giving any direct guidance on future rate cuts or policy timing, continuing the Fed’s cautious communication strategy.
🧠 However, markets reacted positively to several softer signals in his speech:
• Warsh acknowledged that inflation expectations have recently eased
• emphasized the Fed does not intend to surprise markets suddenly
• and suggested policymakers want financial conditions to adjust gradually rathe

📊 Bitcoin now requires dramatically more capital to sustain major price rallies compared to previous cycles.
According to Crypto Quant data:
• between 2015–2017, roughly $68.5B in inflows helped push BTC up over +10,000%
• but from 2022–2025, even with nearly $697B entering the market, Bitcoin only gained around +689%.
⚡ The message is simple:
Bitcoin has become a much heavier asset.
As market capitalization grows, each new cycle requires exponentially larger liquidity injections to generate the same percentage upside.
🧠 That’s why many analysts believe the next truly explosive Bitcoin cycle

🇺🇸 NOW: Polymarket bettors are increasingly losing confidence that the U.S. Clarity Act will become law in 2026.
📊 Odds of the bill passing have now fallen to:
➡️ 39%⚡ The sharp decline reflects growing concerns that the crypto market structure bill may be running out of time amid:
• political gridlock
• competing legislative priorities
• and mounting election-related pressure in Washington.
🧠 The Clarity Act is widely viewed as one of the most important crypto bills in the U.S. because it aims to establish clearer rules around:
• digital asset classification
• SEC vs CFTC oversight
• exch

🇺🇸 President Trump’s 2025 financial disclosure reveals he earned roughly $515M from selling tokens tied to World Liberty Financial, along with another $65M from selling equity stakes in the company.
⚡ The filing highlights how crypto-related ventures have become one of the largest contributors to Trump’s personal income this year.
📊 Beyond crypto, Trump’s golf courses and private clubs reportedly generated more than:
➡️ $290M in revenue.
🧠 The disclosure also shows that Trump expanded exposure to major technology companies in August 2025, purchasing additional shares of:
• Apple ($AAPL)
•

🪙 Bitcoin long-term holders continue accumulating aggressively even as BTC struggles near local lows.
📊 According to Crypto Quant, the amount of BTC held by investors who have not moved coins for over 5 months has reached a new all-time high:
➡️ 16.1 million BTC
➡️ worth roughly $950B.
⚡ At the same time, selling activity from this group has dropped near historical lows, suggesting current market pressure is mainly coming from short-term holders and weaker hands.
📉 The average cost basis for these long-term holders is now estimated around:
➡️ $48.4K per BTC. That means many of them are sitt

🚨 UPDATE: The top 7 token unlocks scheduled for this week total approximately $97.81M in potential new supply entering the market.
📊 Leading the list is:
➡️ $BEAT with a massive $55.01M unlock alone.
⚠️ Large token unlocks are closely watched by traders because they can:
• increase circulating supply
• create short-term sell pressure
• and impact market liquidity, especially for lower-volume assets.
📉 Unlock events become even more important during weak market conditions, where liquidity is already thin and investor sentiment remains fragile.
🧠 However, actual market impact depends heavily

⚡️ LATEST: Fundstrat’s Tom Lee says crypto markets are currently being pressured by several major short-term headwinds at the same time.
According to Lee, the biggest factors weighing on sentiment right now include:
• fears of another Fed rate hike
• uncertainty around the U.S. Clarity Act
• and AI-related FOMO pulling capital away from crypto into tech stocks and AI narratives.
📉 He noted that markets are struggling with liquidity and positioning in the near term, especially as investors rotate toward:
• USD
• bonds
• and AI-linked equities.
⚠️ Despite the weakness, Tom Lee still remains str

🇯🇵 JUST IN: The Japanese Yen has plunged to 162.27 per U.S. dollar, marking its weakest level since 1986.
📉 The move highlights the growing divergence between:
• Japan’s ultra-loose monetary policy
• and persistently high interest rates in the United States.While the Fed continues maintaining relatively tight financial conditions, the Bank of Japan has been far slower to normalize policy, keeping pressure on the Yen for months.
⚠️ The collapse is becoming increasingly sensitive politically and economically because:
• import costs rise sharply for Japan
• inflation pressure increases domesti

⚠️ One of Crypto’s Biggest Catalysts Still Has No Clear Progress Galaxy Research has once again LOWERED the probability of the CLARITY Act passing in 2026 to 50%, down from 60% earlier this month, citing an increasingly crowded legislative calendar in the U.S. Senate.
🏛️ The bill already passed the Senate Banking Committee back in May and has technically been on the Senate agenda since early June — but little meaningful progress has followed
.📅 According to Galaxy, the NEXT TWO WEEKS are now critical if the CLARITY Act still wants a realistic chance of becoming law this year.
Three major dev

⚡️ UPDATE: Loopring, Ethereum’s first zk-rollup, is officially shutting down its DEX and AMM operations effective immediately.
📉 The team cited:
• weak user adoption
• declining activity
• and intense competition from newer zkEVM-based ecosystemsas the main reasons behind the shutdown.
🧠 Loopring was once considered one of Ethereum’s most innovative Layer 2 projects, pioneering zk-rollup technology years before the current wave of scaling solutions emerged.
⚠️ However, the rapid rise of modern zkEVM competitors offering:
• better EVM compatibility
• deeper liquidity
• stronger developer ecos

🕊️ U.S.–Iran Talks Resume Again...After another chaotic weekend of exchanges and military strikes, the U.S. and Iran have reportedly agreed to temporarily pause hostilities and return to the negotiating table in Doha, Qatar on Tuesday, June 30.
⚠️ This round of talks is expected to narrow its focus primarily toward tensions around the Strait of Hormuz.🇮🇷 Iran’s Foreign Minister stated that for the next 30 days, the Strait of Hormuz will remain fully under Iranian control, warning that any outside interference could further delay a full reopening of the vital shipping route.
🇮🇱 At the same

📊 Market Briefing — Monday, June 29
🛢️ Oil slipped slightly toward $72, while Bitcoin continued hovering around the $58K–$59K zone despite the U.S. and Iran agreeing to a ceasefire and returning to negotiations.
🗓 Key Upcoming Events
📍 TodaySamsung and SK Group are expected to announce plans to invest roughly $1.3 trillion into semiconductors and AI infrastructure over the next decade.
📍 June 30🇺🇸🇮🇷 U.S.–Iran negotiations over the Strait of Hormuz are set to take place in Qatar.
📍 July 1Four central bank leaders from the:
• Federal Reserve
• Bank of England
• Bank of Canada
• and ECB

🚨 Apple Reportedly Seeking U.S. Approval to Buy Chips From Blacklisted Chinese Firm CXMT According to the Financial Times, Apple is reportedly seeking approval from President Trump’s administration to purchase memory chips from Chinese semiconductor company CXMT despite the firm being on a U.S. blacklist over alleged military ties.🇨🇳 CXMT (ChangXin Memory Technologies) is one of China’s leading domestic memory chip producers and has become increasingly important in Beijing’s push for semiconductor self-sufficiency.
⚠️ The move highlights growing tension between:
• U.S. national security res

📉 Average IBIT Investor Now Down Around 40% as Spot Bitcoin ETFs Suffer Second-Worst Week on Record BlackRock’s spot Bitcoin ETF IBIT is now estimated to have an average investor drawdown of roughly 40%, following Bitcoin’s sharp decline from late-2025 highs and another brutal week of ETF outflows.
🪙 Spot Bitcoin ETFs just recorded their second-worst weekly performance since launch, with billions in capital exiting the market as institutional sentiment continues deteriorating.
⚠️ The sustained selling pressure comes amid:
• rising U.S. interest rate expectations
• stronger USD momentum
• geo

🔐 SecondFi Maps Recovery Plan After $2.4M Cardano Wallet Exploit Cardano wallet platform SecondFi says it has begun implementing a recovery plan following the recent security exploit that resulted in an estimated loss of around $2.4 million worth of ADA and native assets.
⚠️ According to onchain data, roughly 12 million ADA was drained from around 178 wallets during the incident, with some users also losing NFTs and other Cardano-native tokens.
🛠️ The team stated that:
• affected wallet functions have been disabled
• the platform remains in maintenance mode
• and a recovery roadmap is now un

🤖 OpenAI Introduces New GPT-5.6 Model Family With Three Versions OpenAI has reportedly introduced a new GPT-5.6 lineup featuring three separate model tiers designed for different workloads and pricing levels:
⚡ Sol — the most powerful version Focused on advanced tasks such as:
• complex coding
• cybersecurity research
• and high-level reasoning
🌍 Terra — optimized for everyday useReportedly around 2x cheaper than GPT-5.5 while maintaining strong general-purpose performance.
🌙 Luna — the fastest and lowest-cost optionDesigned for:
• large-scale workloads
• automation
• and high-volume infere

🤖 Big Tech Starts Tightening AI Spending as Token Costs Spiral Higher Amazon, Microsoft, and Uber are reportedly moving to tighten internal AI spending after realizing that token-based AI usage costs — especially from AI agent workflows — have been rising far faster than expected and are becoming increasingly difficult to control.
⚠️ Companies are now facing a new operational challenge: AI infrastructure costs no longer scale linearly, particularly when autonomous AI agents continuously generate:
• API calls
• reasoning steps
• tool usage
• and long-chain inference tasks
🏦 Coinbase also reve

🏦 Tether Expands Gold-Backed Lending With Tokenized Gold Collateral Tether has partnered with crypto lending platform Ledn to allow holders of XAUT — Tether’s tokenized gold product — to use their gold-backed tokens as collateral for loans without needing to sell their gold.
🥇 Each XAUT token represents one troy ounce of physical gold stored in Swiss vaults, with Tether currently holding around $23 billion worth of physical gold reserves backing the product.
💰 The model works similarly to Ledn’s long-running Bitcoin-backed lending service, where collateral remains fully reserved and is not

🤖 New Investment Fund Targets the Bittensor Ecosystem as Decentralized AI Gains Momentum Yuma, an investment firm backed by Digital Currency Group (DCG), has launched the Yuma Total Market Fund, a new product designed to give institutional investors easier exposure to the Bittensor ecosystem.
📦 Instead of manually selecting individual tokens, the fund bundles together:
• TAO• and multiple AI-focused Bittensor subnetsinto a single investment vehicle.
🧠 Bittensor is a decentralized network focused on building AI infrastructure, with its native token TAO currently holding a market capitalizati