Archive July 2026

Strategy has published a new indicator designed to measure its ability to absorb a sustained market decline. Rather than setting a floor price, the company presents an annual rate of return, allowing the assessment of the strength of its financial structure over several years. This new tool is based on its reserves, its debt, and its financial commitments. In this context, Bitcoin remains at the heart of the Strategy model, which seeks to better explain the conditions under which its financial coverage could remain sufficient despite a market that is durably oriented downward.

The acquisition of Exaion by MARA continues to raise questions several months after its completion. A lawsuit filed in the United States now challenges the presentation of this operation to the French authorities. According to this legal document, the development of Bitcoin mining was part of the project from the beginning, while public communications mostly highlighted artificial intelligence and high-performance computing. This new procedure thus opens both a legal and political debate.

The US spot Bitcoin and Ethereum ETFs recorded a combined net outflow of $310.62 million on July 24, 2026, according to data compiled by SoSoValue. This slowdown marks the end of a relatively calm period for crypto-listed products. The reversal mainly affects Ethereum funds, which had seen five consecutive days of inflows.

Bitget’s Reality rTokens recorded up to 58% lower simulated slippage than competing tokenized equity products on $50,000 orders, according to a CryptoRank study. The result places execution quality at the centre of the tokenized stock race. Offering blockchain-based exposure is no longer enough. Platforms must also prove that traders can enter or exit larger positions without moving the price sharply.

The CLARITY Act has a 30% chance of being adopted... and 4 days to convince the Senate. If this law fails, Bitcoin and cryptos in the USA could plunge into chaos. Everything is at stake now!

The U.S. House of Representatives has taken a new step in regulating investments made by lawmakers. Representatives passed a bill that now prohibits members of Congress, their spouses, and dependent children from buying publicly traded stocks, while allowing them to keep and then sell stocks they already own. This decision opens a new debate on conflict of interest prevention before the Senate examines the bill.

After weeks of continuous inflows, capital is beginning to leave American spot ETFs dedicated to cryptos. This reversal, observed at the end of July, marks a break in the momentum that had been supporting the market for several weeks. Far more than a simple flow indicator, these funds have become the main barometer of institutional demand. Their move into the red could reveal a change of mood on Wall Street regarding Bitcoin, Ethereum, and more broadly, the entire crypto market.

North Korean authorities have arrested a group of former cyber operators and IT specialists accused of hacking two public banks and laundering funds via cryptocurrencies. South Korean media Daily NK revealed the case on July 25, citing an anonymous source in Pyongyang. A case that disrupts the usual narrative of North Korean cyberattacks, which were until now systematically directed outward.