Crypto Market Fear Subsides Significantly, Today's Fear and Greed Index at 45

Bitmine Immersion Technologies, Inc. (NYSE: BMNR) announced today that as of 4:00 PM ET on August 2, 2026, the total value of its cryptocurrencies, cash, tradable securities, and "Moonshots" stood at $11.3 billion. Its ETH holdings amount to 5,797,813 tokens (valued at $1,880 per ETH based on Coinbase pricing), accounting for approximately 4.8% of ETH’s total circulating supply of 120.7 million tokens. The company also holds 209 BTC, equity stakes in Beast Industries worth $180 million and Eightco Holdings (NASDAQ: ORBS) worth $61 million, with cash and tradable securities totaling $173 million. Key moves last week: Bitmine added 10,399 ETH to its holdings over the past week, extending its consecutive weekly ETH purchase streak since launching its ETH treasury strategy on June 30, 2025. During the same period, the company repurchased 4.5 million common shares, bringing total repurchases to over 16.1 million shares under the previously approved $4 billion share repurchase program. Currently, Bitmine has staked 4,917,189 ETH (valued at approximately $9.2 billion), making it one of the largest institutional holders of staked ETH globally, with a 7-day annualized staking yield of around 2.67%.

An #Ethereum OG just sold 2,250 $ETH ($4.15M) after 3 years of inactivity. The OG bought the $ETH over 8 years ago at an average price of ~$489.

Just as we tracked, Michael Saylor's @Strategy did sell $BTC again. Last week, Strategy sold 1,638 $BTC($102.4M) and now holds 842,138 $BTC ($52.65B).

，加密交易平台 Bitget 宣布停止向日本居民提供交易服务，并计划在 2026 年 12 月 31 日前关闭所有剩余持仓。Bitget 已于周日停止接受日本用户新注册申请。现有用户如认为平台误将其识别为日本居民，需要在 11 月 1 日前完成二级身份认证，并提交地址证明。Bitget 表示，未完成认证的账户将从 11 月 1 日起进入「仅平仓模式」，用户无法新增仓位或使用现货交易、合约交易、跟单交易、交易机器人及收益产品等服务，但在限制范围内仍可充值和提现。平台将在 12 月 31 日强制关闭所有剩余仓位，并暂停银行卡服务。用户此后仍可提取资产。Bitget 称，此举是为遵守日本当地监管要求。日本近期通过相关立法，将加密资产重新归类为金融工具，未来未经注册运营的加密平台可能面临最高约 6.28 万美元罚款以及最长 10 年监禁。Bitget 目前是 CoinGecko 统计交易量排名第五的加密交易平台，过去 24 小时交易量约 7.15 亿美元。此前，Bitget、Bybit、BitForex 和 MEXC 均曾因未完成日本金融厅（FSA）注册而收到监管警告。

Strive purchased 20 Bitcoin at an average price of approximately $63,191 between July 27 and 31, 2026. As of July 31, Strive holds a total of 20,020 Bitcoin, plus 505,000 shares of Strategy STRC preferred stock (carrying a fair value of roughly $45.18 million) and around $151.3 million in cash.

Investment firm Bernstein says the prospects for the U.S. Digital Asset Market Clarity Act (CLARITY Act) are fading. If the Senate fails to advance the bill before adjournment, it could trigger short-term negative market reactions, putting further pressure on Bitcoin and overall crypto asset valuations. Bernstein notes that a failure of the bill could spark an "instinctive sell-off" in the market, but in the medium to long term, it may also prompt the U.S. Securities and Exchange Commission (SEC) and Commodity Futures Trading Commission (CFTC) to accelerate regulatory actions—including clarifying token classification rules, establishing a regulatory framework for decentralized finance (DeFi), and advancing token issuance exemption mechanisms. Bernstein forecasts the crypto market is likely to bottom out between the end of the third quarter and early fourth quarter, and gradually regain momentum ahead of the U.S. midterm elections. Current market expectations that the CLARITY Act will be signed into law by the end of 2026 continue to decline. Data from prediction platform Polymarket shows the bill’s passage probability this year has dropped to 31%, down 7 percentage points from a week ago and 9 percentage points over the past month, with around $3.7 million in related bets. The CLARITY Act aims to establish the U.S.’s first regulatory framework for digital asset markets, but it has faced opposition from the banking sector over its stablecoin yield provisions. Earlier, Galaxy Digital cut the bill’s 2026 implementation probability to 50%, warning that time is running out for the Senate to advance the legislation.