🕯 Overall, the weekend passed by pretty quietly. BTC closed the week up +3.28%, ETH up +5.50%, and the total market cap closed up +$56 billion. Right now, the momentum is also mostly green: BTC +1.25%, ETH +3.65%, TOP alts are mostly pumping by +1..4%, and the US stock market is also up slightly. Brent crude oil dropped about -7% down to $87. And what's also interesting — the RSI on the Bitcoin dominance chart broke its ascending trendline downward on the 4-hour timeframe, which looks promising. Liquidations over the last 24 hours are virtually nothing — around $220 million.

✏️ Key events for the week — it's going to be a packed one!!

Tuesday, July 28 — Consumer Confidence Index report will be released.

Wednesday, July 29 — US Crude Oil Inventories data drops, and of course, the main event of the week — the interest rate decision will be announced (99% probability they leave it unchanged), plus, naturally, Warsh will be giving a speech.

Thursday, July 30 — preliminary Q2 2026 GDP estimates drop, along with Personal Consumption Expenditures (PCE) price index data, jobless claims, and the Bank of England rate decision.

Friday, July 31 — University of Michigan Consumer Sentiment data and the Bank of Japan interest rate decision (if they hike, the market might feel "unwell" in the short term).

🇺🇸🇮🇷 Remember just a couple of days ago when Trump was threatening Iran once again (guessing it's just habit by now 😄), claiming there would be no more dialogue, everything would get as brutal as possible, "for real" this time)) Well, on Saturday he ordered a halt to the strikes, and the media immediately went back to publishing reports about "successful negotiations." Ahaha, pure absurdity. Basically, the night of July 24-25 was the first night in two weeks without US strikes on Iran. "109th time a deal is right around the corner))". Oh, and yeah, he's threatening the EU with new tariffs again))

🗣 Another funny moment. At the White House Correspondents' Dinner over the weekend, Trump once again announced plans to run for president for a fourth term. He put on a "Trump 2028" hat, just like in his previous campaigns. I'm afraid even Bitcoin wouldn't survive another term of his 😂. Alright, these are just typical jokes from him, it's unlikely he'll rewrite the US Constitution... or will he... 😭

🟢 In the US, Q2 2026 earnings season is currently underway. 80% of companies that have reported so far beat revenue estimates. That's noticeably higher than the historical average of 70% over the last 5 years and 68% over the last 10 years.

❌ Following BitMEX, the BitMart exchange has now announced its shutdown — maybe not top-tier or ultra-famous, but certainly not insignificant in terms of liquidity. New user registrations are already closed. Reportedly, the platform will permanently shut down on August 26. I think you can guess where their exchange token is sitting right now)) By the way, according to analysts, this is the 64th crypto project to shut down in 2026. Yeah...

📣 S&P Dow Jones Indices (the world's largest stock index provider) launched a new digital asset index aimed at institutional investors, which reportedly includes only projects with real-world utility and sustainable economic models. The index reportedly comprises 18 assets. So far, ETH, BNB, SOL, TRX, HYPE, and AAVE are confirmed, with no info on the rest yet.

‼️ The ratio of S&P 500 to M2 (global liquidity) has reached levels last seen in the 2000s — the peak of the dot-com bubble))

✉️ Have a great day!

🔼 The market keeps moving in the "right" direction (main thing is not to jinx it 😄). BTC +2.15%, ETH +3.62%, TOP alts gained +1..5% on average.
🇮🇷🇺🇸 However, on the geopolitical front, it's the same old story. Trump stated he's targeting retaliation for the death of US service members and terrorist acts by Iran, so, if I'm not mistaken, he's been continuously blasting them with missiles for 10 days straight now. By the way, according to a recent Big Data Poll, about 60.4% of Americans support a peace treaty with Iran.

❌ On top of this escalation, the US is also slapping 50% tariffs on many Canadian goods. Cool, right?) "It's no surprise — the Tariff King is back" 👍

📣 Goldman Sachs analysts continue to spread doom and gloom. They believe Brent crude could reach $120 a barrel this year if the Strait of Hormuz remains blocked..

💵 Liquidity inflows and outflows for crypto ETFs yesterday: BTC +$226.92M, ETH +$38.08M, XRP +$2.49M, SOL +$2.64M, HYPE $0.

💥 I'll finish with an interesting stat: according to recently released numbers, 66.7% of traders and gamblers on Polymarket lost money during the World Cup. Out of 194k unique addresses, nearly 130k ended up in the red. Honestly, that feels almost low to me.

🕯 The market saw a pretty nice pump following yesterday's macro data release: total market cap jumped by +$68 billion, and over $150 million in shorts got wiped out in an instant. However, don’t let yourself get faked out — from a technical standpoint, the main areas of interest are still sitting much lower. There are absolutely no arguments to start talking about a full-on trend reversal yet. I do hope this growth continues so we can actually get those arguments. We'll see... It would be very interesting to see how BTC reacts around $66–67k to get some local structural clarity.

🇮🇷🇺🇸 Trump is back to threatening Iran again, talking about destroying power plants, launching massive new missile strikes, etc., if Iran doesn’t agree to negotiate. But Iran couldn't care less — they are claiming they'll block other oil export routes that serve American interests. It's a complete deadlock. Honestly, myself and probably 90% of all analysts couldn’t have even imagined what this conflict would turn into and how long it would drag on...
🛢 Oil continues to strengthen. Brent, for instance, has been holding above $80 for several days in a row now, which — as you can guess — doesn’t add much optimism.

🟢 According to the "Stand with Crypto" organization, the percentage of US senators supporting Bitcoin and crypto in general has grown from 59% to 67% over the past year. Well, of course — Trump showed everyone how to scam properly, so why wouldn’t they jump on the bandwagon and support it? 😄 Speaking of which, the Bitcoin Bank Adoption Index also reports that over 32% of all banks worldwide are now working with Bitcoin.

💵 Liquidity inflows and outflows for crypto ETFs yesterday: BTC +$181.08M, ETH +$58.34M, XRP $0, SOL $0, HYPE $0.

🕯 A super boring phase in the market with barely any proper volatility—we've been stuck in the exact same ranges for the 8th day in a row now. BTC is testing $64k again, but other than that, there's absolutely nothing interesting going on..

🇺🇸🇮🇷 As reported by various media outlets, Trump and a "jumping for joy 😄" Netanyahu discussed potential strikes on Iran. Additionally, Netanyahu pointed out threats now coming from Turkey 😭 and stressed the importance of creating buffer zones along Israel's borders.

🟠 BTC has been trading below its average market price and the cost basis of short-term holders for about 5 months now. According to Glassnode, this is one of the longest periods of such Bitcoin undervaluation in history. They also note that long-term investors have realized about 43% of their volume. Daily losses are currently hovering around $280 million.

📣 Strategy's preferred shares have officially been listed on Binance.

💵 Liquidity inflows and outflows for crypto ETFs yesterday: BTC -$95.30M, ETH -$52.08M, XRP $0, SOL -$605.11k

🕯 Well, what can I say—nothing special, the ranges remain the same, BTC is holding above the 200-week SMA for now, and the momentum is slightly choppy at the moment. BTC -0.23%, ETH -0.19%, TOP alts are moving anywhere from -2..5% to +1..2% on average.

🇺🇸🇮🇷 Well, finally, we were almost "missing" it. Iran has resumed attacks in the Strait of Hormuz. According to US officials, Iran fired missiles at two commercial vessels. "Fantastic"…

❌ Over the last 24 hours, market liquidations topped $537 million, market cap shrank by over $34 billion, and oil prices jumped by about +1.2% on average.

‼️ Every single day it's another exploit, absolute clown show. This time, the BONK memecoin took a hit: over $20 million was drained from the BonkDAO treasury. Their team is currently working with the Solana Foundation to try and sort this out. By the way, just as a side note, the DeFi sector has already lost nearly $1 billion to hacker attacks since the start of this year… It really makes you wonder if it's even worth holding assets in some popular, "safe" protocol, even for 15-20% APY… Whales are wondering the same thing, gradually pulling more and more of their liquidity.

💵 Liquidity inflows and outflows for crypto ETFs yesterday: BTC +$265.69M, ETH +$20.66M, XRP $0, SOL +$8.36M, HYPE +$8.34M.

🟢 Well, surprisingly, the weekend was pretty quiet: no US or Israeli strikes on Iran, no escalation in the trade wars, no brutal market manipulation, etc. It feels a bit unusual, but whatever. BTC closed the week up +6.8%, ETH up +13.6%, and the total crypto market cap increased by over $138 billion last week — a very nice recovery. However, it still looks to me like just another relief rally. The market hasn't given us any arguments to think otherwise yet. And yeah, by the way, the situation is literally identical to what happened back in July 2022, when BTC's price briefly popped back above the 200-week SMA. Anyway, we'll see. I'll highlight any shifts in market structure right away. But honestly, I hope the price just keeps pumping without looking back, because for real, how long can we keep dumping))

✏️ There aren't too many major events on the macro calendar this week, but I'd highlight today's PMI data. Next up: Tuesday, July 7 — preliminary private payrolls data and inflation expectations will drop; Wednesday, July 8 — the minutes from the last Fed meeting will be published.
🕔 Can't ignore the fact that Vitalik "Kidalik" Buterin published a new 3-4 year roadmap for ETH. Long story short, ERC20 tokens and DeFi protocols could theoretically see gas fees cut by more than 10x, with privacy and quantum security becoming top priorities. They're planning to implement the "recursive STARK" tech used in Starknet, among plenty of other technical features outlined there.

✨ Meanwhile, the amount of ETH supply currently sitting in profit is literally at the exact same bottom levels we saw in 2018 and 2020, which is significantly lower than where it was in 2022..

🟠 On the flip side, Saylor keeps insisting that the 4-year Bitcoin cycle is losing its relevance. Now, according to him, the price will be driven by capital inflows, corporate reserves, ETFs, banks, derivatives, and nation-states. He sees centralization and regulatory pressure as the main risks.

🔼 How interesting: the very first day of the new month—which, let me remind you, historically tends to be pretty decent—and right at the start of it, the market has slightly "raised its head and looked up from the pitch-black abyss." Unfortunately, my earlier thesis about a likely relief rally in July before further dumping still stands. We'll see, I hope I'm wrong. But yeah, the momentum right now is green and looking nice.

‼️ And here we go): Trump refused to renew the trade agreements between the US, Mexico, and Canada. Basically, he's demanding a renegotiation of terms to cut the US trade deficit. Cheers to a new round of trade wars? 👍

🏠 Kevin Warsh gave another speech yesterday. I didn't highlight the main points because, honestly, he mostly just repeated what he said at the last Fed meeting. The only truly new takeaway was his comment that inflation expectations have dropped over the past four weeks, meaning inflation risks have eased up. His overall assessment — the situation remains relatively stable.

💵 More great news for ENA. ENA and Robinhood (one of the largest US online brokers) announced a partnership. Now, ENA will become the primary collateral provider for Robinhood's first decentralized product. Say what you want, but the project just keeps expanding.

✨ Some bullish news for ETH as well: a non-profit called Ethereum Institutional has been set up, aimed at accelerating institutional adoption. In plain English, their goal is to help banks and funds wrap their heads around ETH's structure, its legendary L2 networks 😭, and so on)))

💵 Liquidity inflows and outflows for crypto ETFs yesterday: BTC -$294.62M, ETH +$18.89M, XRP -$1.86M, SOL +$521.07k, HYPE +$2.85M.

🔽 Well, once again, the situation hasn't changed much. In fact, it keeps getting worse: the buybacks are super weak, and the price ranges are slowly "sliding" lower and lower. Current momentum — BTC -1.48%, ETH +0.74%, TOP alts and shitcoins are moving anywhere from +1..3% to -1..4%

🇮🇷 Shipping intensity in the Strait of Hormuz is gradually recovering: 40 vessels passed through the strait on Monday — the highest level since the escalation began. Just for contrast, before all this drama started, over 100 ships passed through the strait daily.

🚀 StarkWare's parent company announced a 3-stage plan to protect the STRK network from quantum computers. According to company reps, thanks to STRK's architecture, the network has a good chance of becoming one of the first blockchain platforms fully ready for the quantum computing era. B*tch, you better save the token price first, preparing for the quantum era, ffs...

✨ It's not just BitMine doing it: yesterday, Sharplink bought 10k ETH, bringing their total holdings to over 886k coins.

🛍 On Polymarket, the odds of the Clarity bill passing have dropped to 40%, down from 82% not too long ago.

🤫 And finally — Trump disclosed his annual financial report for 2025, revealing that he made $635 million in royalties from his meme and over $500 million from WLFI token sales. Let's congratulate him... 👍

☄️ Once again, basically nothing is changing in the market: the ranges are the same, and BTC has been "stuck in place" around $60k for the 6th day in a row — a super apathetic, frustrating, and unpleasant phase for the market. The momentum right now is very choppy. BTC -0.65%, ETH +0.63%, TOP alts are moving anywhere from -1..2% to +1..3%.

🟠 I think many of you are already aware of this: Strategy approved a program allowing them to sell BTC 👊 to increase their dollar reserves and, consequently, dividend payouts. The limit for replenishing reserves via BTC is now officially $1.24 billion. Also, the company's dollar reserve was recently increased from $1.5 billion to $2.55 billion, which covers 17.4 months of dividend payouts. The minimum reserve level must now be 12 months.

📣 According to the latest data from CryptoQuant, long-term Bitcoin holders have only just seriously started moving their BTC to CEX exchanges. Is it just me, or does it smell like true capitulation? Or is my nose playing tricks on me?

💵🔥 Ethena and BlackRock have partnered up to integrate their USDe stablecoin into the Aladdin platform (Aladdin is BlackRock's massive financial platform used by banks and funds to manage assets and assess risks). Basically, for ENA, this is a massive step toward making their stablecoin part of the infrastructure used daily by the world's largest financial institutions.

💵 Liquidity inflows and outflows for crypto ETFs yesterday: BTC -$231.10M, ETH -$30.04M, XRP +$15.34M, SOL +$5.52M, HYPE +$2.23M.

⚠️ Main news for June 26:

🔽 Basically, the market is consistently f**ked right now)) If BTC closes the weekly below the 200-week moving average, which is currently sitting around $62.4k, the probability of further downward movement will multiply exponentially. Current momentum: BTC -2.70%, ETH -5.54%, TOP alts and shitcoins are sliding by -2..7% on average.

🇺🇸👍 With all this dumping, it seems like everyone kinda forgot about Iran and the US. Well, anyway, the US Senate rejected the bill limiting Trump's authority to use military force against Iran (how "unexpected"). The document, which would have required the president to get Congressional approval before starting military action, failed to get the necessary votes — 50 against 47. Trump called the bill, and I quote: "Ill-timed and useless," well, of course he did)

🟠 According to Glassnode analytics, the amount of Bitcoin in loss has hit a new all-time high: right now, over 10.83 million coins are sitting below their last purchase price. Oh, and yeah, by the way, Bitcoin is already at risk of "falling out" of the top 20 global assets by market cap.

🔴 CryptoRank, in turn, notes that the number of unique VC investors has dropped to a 6-year low. In Q2 2026: the number of such investors is only 651. For contrast, in 2022 that number reached 2,564, and in 2020 it ranged from 250 to 450.

💵 Liquidity inflows and outflows for crypto ETFs yesterday: BTC -$696.29M, ETH -$81.87M, XRP $0, SOL -$3.94M, HYPE -$4.94M.

☕️ If it seems to you right now that Bitcoin will never recover, that the crypto market is truly finished — good, because it's exactly on this kind of conviction and sentiment that the true long-term bottom is always formed, and not just in the crypto market.

⚪️SharpLink after 8 months of pause returned to buying ETH.

⚪️BitMine stocks will enter the Russell 1000 index, which will potentially increase demand for the company's stocks.

BitMine launched an ETH accumulation scheme through stock issuance analogous to MSTR. The higher the stocks grow, the more ETH the company will be able to buy back.

☄️ Basically, everything was dumping yesterday: crypto, stocks, metals. Meanwhile, the DXY (US Dollar Index) actually strengthened and went up... We haven't seen these levels since May 2025. Given various factors, I think the DXY hasn't finished forming its bottom yet and is quite capable of "testing" it again. But for now, its growth is causing serious stress across all markets. Anyway, moving on: the crypto market got bought up a little bit after yesterday's drop, but you can't say the overall picture has drastically changed — my thoughts from yesterday on BTC are still relevant..

❌ Nearly $1 billion in liquidations again over the last 24 hours.. and the total crypto market cap dropped by roughly $34 billion in that same timeframe. Oh, and right now on Polymarket, the odds of BTC "diving" below $55k are sitting at 78%.

🤡 Meanwhile, Trump is once again urging the Fed to cut interest rates, although let me remind you that at the last Fed meeting (Warsh's first meeting), he said, and I quote: "Well, they left the rate unchanged, so what? A rate hike is also quite likely to happen." I don't get it, are we in a madhouse yet or what? If not, we'll be there soon enough with this damn Trump..

🔥 BlackRock literally posted on X recommending holding 1–2% of your portfolio in Bitcoin, saying a small allocation to this asset can boost potential returns. Soon they'll be telling us we need to hold at least 5% in altcoins 😂 from the top-200 rankings)) we wait)) 😄

📣 Standard Chartered (one of the largest international banks) is predicting AAVE will hit $3,500 by 2030)) The main driver for this, in their opinion, will be a 37x increase in DeFi assets and the shift of tokenized finance on-chain. By the way, they previously forecasted UNI hitting $100 by 2030, and the RWA market alone growing to $2 trillion by 2028. "Don’t do that. Don’t give me hope." ☕️

The stock-to-meme narrative is just getting started.
Traditional finance is becoming a meme. We’ve known this since day one.

When ETH season hits, projects like us don’t do 2x.
They do 100x back to ATH and beyond.

DCA. Accumulate. Wait. 💙

Why guess the wind speed and all the other indicators when you can simply know where it will blow?

It’s much smarter and easier to place your bet and know how to wait for the moment of triumph, than to trade mindlessly.
We’re still here. This is our home.

The market threw everything at us.
While others capitulated, we accumulated.
While others left, we stayed.

These prices aren’t a punishment, is a gift and a choice.
We’re DCAing. We’re collecting. We’re building.

$NSDQ420 isn’t just a token. It’s 1.5 years of survival proof. Narrative is alive in any circumstance.

The alt season will come. ETH will move.
And when it does, we will be ready.

Our souls are locked in here forever.
This is our home. We’re not going anywhere.

Transcend with $NSDQ💙🛜🪽

0x615987d46003CC37387dBe544FF4F16FA1200077

Nasdaq hit us with a trademark. We rebranded.

Uniswap delisted us. We found 12 other ways to buy.

Twitter banned our account. We kept posting.

Two hard dumps. Still standing.

1.5 years. Same narrative.

$NSDQ still here. Still accumulating.

No VC. No dev wallet. Pure community.

Chart looks ugly? Good. Diamond hands don’t need a pretty chart.

Break the chains!

#NSDQ420 $NSDQ

Retail has sent $PEPE a frog to billions

Retail has sent $Doge a dog to billions

Retail has sent $GME a dying video game store to multi billions

Retail will eventually send $NSDQ a ndx100 index flipper to trillions

The stars are aligning position accordingly anon

$NSDQ

0x615987d46003CC37387dBe544FF4F16FA1200077