USDT lost nearly 4 billion dollars in market capitalization over 60 days. On paper, this is bad for Bitcoin: fewer stablecoins means less liquidity available to buy. Yet, CryptoQuant also sees a possible seller exhaustion signal. The market lacks fuel, but it might soon lack sellers.
While ADA flirted with its recent highs, the large wallets quietly exited. Death cross, confirmed technical sell signal, and in the background a governance vote unlocking 120 million ADA at the worst possible time… Cardano ticks all the boxes of a market under pressure.
Russia takes a step in its approach to crypto. The central bank has just proposed a framework allowing individuals to access three cryptocurrencies on public markets. The project targets Bitcoin, Ethereum, and USDT, with an annual limit for non-qualified investors. This development marks a regulated crypto market opening, while the authorities want to limit exposure to price fluctuations. The system includes conditions for intermediaries and investors before any operation.
Cole Villemain, former co-founder of Pudgy Penguins, sold out the 44,444 NFTs of his new collection Spritehood Wisps on Robinhood Chain this Monday, August 11, for 1,282,852 dollars according to the on-chain count by Lookonchain. The sale was full within a few hours. Is a sellout enough to erase the liabilities of Pudgy Penguins?
For years, Strategy made "never sell a single satoshi" a true credo. In 2026, this promise shatters. Michael Saylor's company has already recorded more than 102 million dollars in realized losses by repeatedly selling bitcoins below their average purchase price. Behind these sales lies a more complex reality than simple accounting arbitrage: the growing pressure of institutional financing. These sales operations question the robustness of the model defended by the most famous publicly traded bitcoin holder.
Riot Platforms has just changed dimension. The Bitcoin mining giant has signed a 9.1 billion dollar contract over twenty years to supply 191 megawatts to an artificial intelligence laboratory. According to Bloomberg, the client is Anthropic. The agreement especially confirms a rapid transformation of the mining sector, now sought after for its electricity as much as for its bitcoins.
As I indicated in my analysis last week, the bearish scenario on Bitcoin remained the most likely. The market has indeed continued its correction and is now approaching an important technical zone. At the same time, ETF flows remain too timid to speak of a real return of institutional conviction. Finally, on Ondo's side, the euphoria born after the SBI announcement attracted many retail investors, which encourages me to remain patient and disciplined on my entry points.
Will bitcoin benefit from a yen rescue? Arthur Hayes details a mechanism that could reshuffle the crypto market cards.
A quantum computer capable of breaking Ethereum's cryptography does not exist yet. But should we really wait for its arrival to prepare? For Vitalik Buterin, the answer is clearly no. Post-quantum security now occupies a central place in the network's projects. Alongside it are privacy and artificial intelligence. However, there is no question of entrusting the blockchain's controls to an AI. The goal is much more concrete: to help developers verify that the protocol does what it is supposed to do.
The second quarter of 2026 reveals the accounting cost of SharpLink's bet on Ethereum. Despite strong revenue growth, the company reported a net loss of $394.3 million. This underperformance mainly stems from the decline in the ETH price and its impact on the book value of held assets. However, revenues are increasing thanks to staking, despite this exposure to digital assets. The company also continues its Ether purchases and share buybacks.
Strategy no longer relies solely on bitcoin. While the company already holds nearly 840,000 BTC, or about 4% of the maximum supply, it has just announced the creation of a 4.75 billion dollar cash reserve. This choice contrasts with the image of a company entirely focused on accumulating bitcoin. Behind this decision lies an evolution in the cash management of major players in the sector, balancing yield seeking and prudential imperatives.
A major bank says Chainlink is heading to 200 dollars. Traditional finance wants a slice of the crypto pie. And traders are starting to pay attention.
BitMine's crypto treasury company reaches a new milestone with the continuous accumulation of Ethereum. The company bought 7,391 ETH over the past week for about 14 million dollars. Its holdings now reach 5,805,238 ETH, after a new series of weekly purchases. This progress comes as the total value of its crypto assets, cash, and high-risk investments rises to 11.6 billion dollars. At the same time, its cash reserve continues to decline.
For years, Strategy embodied a simple conviction: buy bitcoin, again and again. Michael Saylor's company has just broken with this principle. In a document filed Monday, August 10, 2026, with the SEC, it announced having sold 1,690 bitcoins for a net proceeds of $108.6 million, to reorganize part of its debt. This unprecedented turnaround for the world’s largest institutional bitcoin holder reignites the debate on the role of BTC in the financial management of large companies.
The crypto market enters a highly tense week. On Wednesday, August 12, the United States will release its July inflation data. The consensus expects an annual CPI of 3.4%, down from 3.5% previously. A surprise of a few tenths could be enough to shake Bitcoin, Ethereum, and risky assets by abruptly changing expectations around the Fed.
Crypto ETF: Grayscale withdraws its Cardano, Hedera and Polkadot files in 190 seconds, without any explanation. Details here!
Bitget is seeing faster adoption of tokenized equities as rTokens move beyond their launch phase. Its July 2026 Transparency Report shows more than $114 million in assets under management, $671.37 million in cumulative trading volume and an 18-fold increase in daily trading-user penetration since launch. The figures suggest tokenized markets are beginning to attract repeat activity rather than one-off experimentation.
Ethereum still concentrates nearly 70% of the RWA deposits used in lending, while Solana strengthens its presence in spot trading of tokenized assets. The crypto battle is therefore no longer only about classic DeFi. It is shifting towards the tokenization of real financial assets, a market that is growing while several traditional segments of decentralized finance are slowing down.
The euro collapses while the dollar sweeps the board. In barely two years, stablecoins have gone from 15% to 84% of crypto card spending, while the EURe languishes at 2%. Between rapid growth, opaque figures and an all-powerful dollar, this shift tells much more than a simple stablecoin war.
A simple chart published by Michael Saylor is now enough to spark speculation in the bitcoin market. This Sunday, August 9, the executive chairman of Strategy once again fueled expectations by sharing on X his famous tracking of the company’s holdings. Indeed, this almost weekly appointment occurs during a period when Strategy is restructuring its capital and the cryptocurrency price remains under pressure. Enough to rekindle questions about an imminent new BTC purchase.
Three influential analysts believe that bitcoin has found its floor after falling below 60,000 dollars in July. The price returning around 65,000 dollars fuels their optimism. However, market history and the weight of leverage do not yet allow shouting victory.
Spot ETFs linked to XRP have just recorded a fourth positive week. This dynamic contrasts with several more cautious signals that have recently appeared in the market. After a July marked by net inflows, flows slow sharply at the beginning of August. At the same time, the token price has approached an important support at 1 dollar. Investors are now monitoring the strength of this level, as analysts consider several scenarios for the next step.
BIP 110, a temporary soft fork designed to limit non-financial data recorded on Bitcoin, indeed caused a split at block 961,632. But its branch produced only two blocks in eight hours. The network has just reminded us that a rule without miners remains mostly an intention.
Local stablecoins, supposed to reduce dependence on the dollar, might instead accelerate it. According to the IMF, their adoption strengthens the dollar. An explosive paradox disrupting emerging markets. Why and how?
Thousands of billions of dollars could converge towards bitcoin over the next decade. This projection, put forward by Matt Hougan, Chief Investment Officer at Bitwise Asset Management, illustrates the acceleration of institutional adoption of cryptos. Far from a mere speculative scenario, the development of ETFs and regulated investment vehicles pushes the largest asset and wealth managers to progressively integrate bitcoin into their allocation strategies. A dynamic that could sustainably redefine the valuation outlook of the crypto market.
Bitcoin has reached block 961,632, opening the mandatory signaling window of BIP 110. Yet, miner support remains below 3%, far from the 55% threshold required for activation. What happens next will depend on the ability of node operators to enforce their own rules.
Mutsamudu, Comoros, August 3, 2026 – MEXC, a pioneer in 0-fee digital asset trading, has launched the Earnings Season RealStocks Rally. The event runs from August 3, 2026, 10:00 (UTC) to August 24, 2026, 10:00 (UTC). Earnings season brings renewed attention to U.S. equities, as companies…
The demand for cryptocurrency hardware wallets is rising in Russia ahead of new regulations. Russians more than doubled their purchases in the first half of 2026, according to two major retailers. This development comes as Moscow prepares a regulatory framework for digital assets. From September 1st, provisions will regulate exchanges and custodians. In this context, sales of devices designed to store private keys attract attention, despite the lack of precise figures on units sold.
The ETF market is experiencing a mixed quarter, as some products struggle to maintain their growth. ChainLink illustrates this situation with a fund whose value depends directly on a single asset. Launched on NYSE Arca in December 2025, Grayscale's product started with solid inflows. Since then, the drop in LINK has reduced its net asset value and slowed its net assets. The latest quarterly report thus confirms a marked slowdown, without signaling any massive investor withdrawals.
Is Bitcoin switching to pure speculation? On Binance, futures contracts weigh eight times more than the spot market, revealing a market dominated by leverage. A worrying or inevitable development?