Theme Bitcoin (BTC)

Is bitcoin threatened by its own evolutions? This is the warning issued by Michael Saylor on July 28, 2026. On X, the executive chairman of Strategy defended the immutability of the network consensus rules, believing that any change to its architecture could weaken the first crypto. This stance comes as debates about the protocol's evolution intensify within the Bitcoin community.

The digital asset market continues to fuel debate on the factors that truly influence prices. For Raoul Pal, founder of Real Vision and former fund manager at Goldman Sachs, the answer is not found in announcements or traditional fundamentals. According to him, Bitcoin mainly moves in line with global liquidity. This analysis, which he has supported for several months, is based on a strong correlation between the available money supply and financial market performance.

In my analysis last week, I warned that Bitcoin's bullish move would only be valid if the price managed to consolidate above the daily resistance and confirm a breakout above the 200-week EMA. I also warned investors not to rely too heavily on the ETF inflows, as although purchases continued on a daily basis, their volume was gradually decreasing.

Three users accuse Apple of allowing a fake Sparrow Wallet app to be published on its App Store. According to a complaint filed in California, this fraudulent app allowed the theft of more than 1.8 million dollars in bitcoin after victims entered their recovery phrases. The case raises questions about the control of apps offered on the official store and the verification mechanisms highlighted to users.

Bitcoin briefly fell below $63,000, driven by a sharp correction in global technology stocks. The rout of chipmakers in Asia, doubts about AI financing, and the threat of a US rate hike triggered a widespread risk-reduction movement.

While Wall Street wobbles under the weight of profit-taking on artificial intelligence giants, the crypto market refuses to give in to panic. This unexpected resistance fuels a change in perception among investors, who see a dynamic distinct from that of tech stocks emerging. This sequence takes on a particular dimension as a decisive week approaches, marked by the Federal Reserve meeting, the publication of the PCE index, and the results of major Tech companies.

BitMine continues its accumulation strategy and hits a new milestone on Ethereum. The company announced holding 5.79 million ETH, about 4.8% of the total cryptocurrency supply. This increase follows a new purchase completed during the past week. At the same time, a large part of its assets already participates in staking, while the group strengthens its position among the largest institutional holders of publicly traded digital assets.

A few days before the monthly close, bitcoin sends a signal that worries the market. For the third time in a few hours, the leading crypto failed below the $65,500 resistance, triggering a wave of liquidations estimated at $75 million. This new rejection reminds us that a market dominated by leverage can flip in moments, between hopes of recovery and a sudden return of selling pressure. A technical weakness that reignites questions about bitcoin's ability to regain bullish momentum.

After four weeks without a single bitcoin purchase, Strategy breaks with a habit that seemed immutable. Michael Saylor's company, which has become the largest institutional holder of BTC in the world, has suspended its weekly acquisition pace to prioritize strengthening its dollar cash reserves. This change of course comes as the market watches every move, as Strategy's decisions influence investor sentiment. Is this a simple financial adjustment or a turning point in the American giant's strategy?

US-listed spot bitcoin ETFs netted 33.79 million dollars inflows in the week ending July 24. This third consecutive week in the green marks a first since early May. However, massive end-of-week outflows dampened the emerging optimism.

Morgan Stanley's Bitcoin fund continued to attract capital while other major U.S. products experienced withdrawals. On July 23, MSBT recorded $5 million in inflows against $225.1 million in outflows across the market. This resilience places the new banking fund against the trend of a hesitant institutional demand.

For two years, the earliest bitcoin holders regularly fueled the market by selling part of their holdings. However, this dynamic has just stopped. In the second quarter, the oldest wallets, inherited from the early days of the network, almost ceased transferring their BTC. This unprecedented slowdown in selling pressure, highlighted by Galaxy's on-chain data, could change the market balance. Behind this calmness, a cycle change may be emerging that traditional indicators still struggle to reflect.

Bitcoin mining difficulty dropped by 0.74% at block 959616 this weekend, marking the 15th adjustment of 2026. In the first seven months, decreases outnumber increases by a ratio of 3 to 2. This self-regulation mechanism tells of an industry facing increasing pressure.

This Sunday, July 26, Michael Saylor, Executive Chairman of Strategy, reignited speculation with a post on social media. While the company has paused its bitcoin purchases while strengthening its treasury, every statement from its leader is interpreted as a strategic signal. This new statement rekindles expectations around a possible resumption of acquisitions, in a context where Strategy's moves continue to influence the 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.

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.

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.

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.

What if the rhythm of Bitcoin remained constant? Based on 1,064-day cycles, a widely circulated theory forecasts a crash in October 2026. Is it a mathematical law or a myth? Examine a theory that divides experts and has the potential to drastically alter investors' lives.

In the crypto derivatives market, overconfidence is quickly punished. While bitcoin was calmly flirting with $67,000, a lightning crash wiped out $2,000 of value in just seven hours, breaking the $64,000 support. More than a simple technical correction, this drop mercilessly liquidated many positions. It thus exposes the vulnerability of overexposed long positions caught between market nervousness and global macroeconomic tensions.

The crypto derivatives platform BitMEX faces a class action lawsuit for 622.66 bitcoins, filed on July 24, 2026, before the federal court in New York. The plaintiffs accuse the exchange of orchestrating fraudulent liquidations to seize their clients' bitcoins. This legal action coincides with the very day BitMEX announces the end of eleven years of operation.

Bitcoin is regaining ground, but a barrier continues to slow its ascent. Despite a rebound from nearly $58,000 to $63,955 in a few weeks and sustained interest in spot Bitcoin ETFs, the leading crypto struggles to regain control of a major technical threshold. Behind this persistent resistance lie market mechanisms far more complex than a simple lack of buyers. Why does this ceiling still block Bitcoin's upward momentum?

Markets only needed a few hours to waver. A surge in oil prices, triggered by escalating tensions in the Middle East, revived risk aversion and led to a sell-off in the most exposed assets. Bitcoin, which was still trying to consolidate its recent gains, found itself caught in a well-known mechanism: rising US bond yields, retreating expectations of Fed rate cuts, and the sudden return of geopolitical uncertainty. Can cryptos still escape macroeconomic turmoil?

India has ordered GitHub to remove several repositories related to Bitchat, the decentralized messaging created by Jack Dorsey. Authorities blame the application for complicating user identification and surveillance. This decision places Bitcoin and censorship-resistant technologies at the center of a new conflict between public safety and digital freedom.

Bitget has registered as a Financial Services Provider in New Zealand, adding another jurisdiction to its international compliance framework. The registration covers services ranging from foreign exchange and money transfers to custody and portfolio management. It also supports Bitget’s wider ambition to connect crypto, tokenized assets and traditional markets through its Universal Exchange model.

Bitcoin miners could sign the equivalent of 150 billion dollars in contracts thanks to the rise of artificial intelligence. According to Bernstein, the global shortage of electricity and data centers is pushing AI giants to seek partners capable of quickly providing computing power. The infrastructures built for bitcoin are thus becoming strategic assets far beyond crypto.

Spot ETFs on bitcoin listed in the United States recorded 69 million dollars of net subscriptions on Wednesday, extending to seven sessions an uninterrupted series of capital inflows. This sequence brings the total flows to nearly one billion dollars, a sign of a measured return of institutional investors. Will the momentum hold up against the recent price decline?

The euphoria around SpaceX gave way to a violent disillusionment. In a few weeks, the SPCX stock went from the status of the largest IPO in history to a correction that erased hundreds of billions of dollars in valuation. This drop not only affects shareholders. It also cuts Elon Musk's fortune and revives questions about the valuations of tech giants, several of which have made bitcoin a strategic asset on their balance sheets.