U.S. institutional demand had its worst month ever in June. Large holders absorbed the selling, marking a divergence that has shown up near past cycle bottoms.
Your day-ahead look for July 3, 2026
Crypto ended the week in a more buoyant state after weak U.S. jobs data reduced the chances of a Fed interest-rate increase and Uniswap gained on a link-up with Robinhood.
After dominating markets in 2026, AI-tied memory and semiconductor stocks are losing momentum, raising the question whether capital will shift back into bitcoin.
Tokenization could make finance faster and cheaper. It also makes it more vulnerable to sudden shocks, the International Monetary Fund said.
Europe head Gillian Lynch said Binance met Greece’s licensing requirements and that the company remains committed to the EU, despite withdrawing its MiCA application days before the July 1 deadline.
Spot ETFs had their strongest inflow day in two months, driven by funds other than BlackRock’s IBIT.
Buyers defended a higher low and pushed XRP toward near-term resistance, though the move still needs a clean break above $1.10 to confirm momentum.
Bearish traders lost $281 million in liquidations over 24 hours, nearly double the longs, as bitcoin pushed to its strongest level in two weeks. Ether is up almost 10% on the week and solana nearly 19% while a rebound in tech stocks eased the pressure from the AI trade.
The newly-public company’s shares are the largest issuer-sponsored tokenized stock at launch, aiming to make a point against rival third-party stock token issuers.
The broker plans to bring perpetual futures into Zengo wallet and expand DeFi products to its core platform as rivals like Robinhood expand onchain offerings.
Bitwise said STRC’s volatility reflects a late-cycle leverage unwind, with institutions poised to replace Strategy as bitcoin’s biggest buyer.
ISIS-K allegedly used its media wing to solicit donations via Tron, Monero, and Bitcoin, highlighting stablecoin issuers’ growing role in sanctions enforcement.
Miners must redirect their hashrate before the July 31 cutoff, as the pool will stop accepting contributions after that date.
Broadridge and transfer agent Oasis Pro underpin a new structure that keeps tokenized securities within existing U.S. market rules, based on the SEC’s third-party custodial model.
The bank said Strategy’s bitcoin sales policy adds avoidable market uncertainty and should be replaced with equity issuance to build cash reserves.
This morning’s data could slow market expectations for a Fed rate hike as soon as this summer or early Fall.
The Nasdaq-listed Korean media company once lined up $1 billion in financing to buy 10,000 bitcoin. A recent filing confirms its balance is now zero as it pivots to AI infrastructure and fights to stay listed.
Europe’s MiCA regime is now up for review, known colloquially as “MiCA 2.0,” through a consultation that closes around September.
Your day-ahead look for July 2, 2026
Bitcoin and major cryptocurrencies rebounded on dovish Federal Reserve signals, with speculative tokens like Memecore’s M and Audiera’s BEAT leading gains.
Bitcoin rose more than 4% to trade above $61,000, its strongest level in over a week, after Fed Chair Kevin Warsh said inflation risks had eased. A 7.9% drop in South Korea’s Kospi on renewed AI chip worries did little to dent the bid.
The proposal aims to give the American public a financial stake in AI while easing political scrutiny of the industry.
The Japanese firm, now the world’s third largest publicly traded bitcoin holder, reported stronger Bitcoin Income Generation revenue.
The protocol completed a multi-stage recovery that included an independent security review. The TAIKO token has surged as much as 136% in recent trading.
Validators and the people who stake with them can now formally signal where the network should go through a new system called Solana Governance Proposals. Any validator with 100,000 SOL behind it can open one, and stakers can overrule how their validator votes.
New wallet creation hit a three-month high and large-holder activity strengthened, but XRP still needs to reclaim $1.10 before the recovery looks convincing.
Long-term holding wallets have shifted to net accumulation from net distribution, according to Glassnode.
