Sector-wide market analysis: dominance, liquidity, on-chain flows, whale activity, and exchange in/outflows.
The four-year cycle didn't fail at the top, the analyst argues, so the same playbook that flagged prior bottoms is worth watching: time-based ROI, MVRV Z, and price levels below realized.
Three crypto YouTubers argue the action has migrated to memory makers like Micron and SanDisk while digital assets wait out a midterm-year correction before a Q4 rotation back.
The bill's structural market clarity gets one realistic window before the housing debate consumes the floor, and a procedural stall now would push meaningful crypto legislation past the summer.
BTC is down 53% from its all-time high and Ether is testing 2022 lows, with more than 178,000 traders liquidated as the Nasdaq 100 also turned negative on the session.
The headline figure is volume. The structural story is that hard-to-access private names like SpaceX are now routable on-chain, turning illiquid equity exposure into a tradable instrument.
The on-chain loss-share reading crossed a level last seen at prior cycle capitulations, but it only counts coins still held; heavy realized losses require actual selling, which the data has not shown…
121.9M $USDC (≈121.9M) moved from Coinbase Institutional to unknown wallet.
The Senate has roughly four working weeks before August recess to clear a bill the House already passed 294-134, and Polymarket traders have already cut 2026 passage odds to 48% from 74% a month ago.
The figure is the highest since the Covid-era unwind in March 2020, and the cohort's overhang supply is taking longer to resolve than previous drawdowns.
Multicoin has been a heavy HYPE accumulator since February and argues the market is pricing Hyperliquid too narrowly as a fast-growing perp DEX, not the broader venue it is building toward.
The 90-day BTC correlation on the perpetual preferred has climbed to 0.70, the tightest reading since launch. STRC trades 24% below par and the company has begun selling BTC to cover dividends.
A snapshot of where digital-asset markets sit across capitalisation, dominance and flow, framed for readers tracking the full-year arc rather than the daily tape.
The model frames a 15-year DRAM supply crunch plus locked-in HBM4 demand as the floor under a target that still implies double-digit upside from current levels.
908 $BTC (≈53.5M) moved from unknown wallet to Coinbase Institutional.
125.7M $USDT (≈125.6M) moved from #Bitfinex to Tether Treasury.
1.3K $BTC (≈79.2M) moved from Coinbase Institutional to unknown new wallet.
Crypto M&A hit $9.37B across H1 2026, a 26x year-on-year surge, while active job listings collapsed to 2,932 as AI and compliance reshape the workforce and TradFi scoops up infrastructure.
The bitcoin rout is no longer just hitting MSTR equity; the company's preferred-stock funding line is now trading at a discount, and analysts want liquidity rebuilt before any more BTC buys.
MSTR's mNAV has compressed to 1.05 and STRC trades at $75 against a $100 target, yet Strategy still holds the cash to cover 10 months of dividends.
Both treasuries bought into the previous cycle's highs and the mark-to-market gap is now nine-figure ugly. The read is not insolvency, it is duration mismatch at corporate scale.
Benjamin Cowen
TheBlock
Crypto Capital Venture
CryptoSlate
WatcherGuru
Whale Alert
Glassnode
CoinDesk
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