Bitcoin (BTC) — Onchain News & Whale Tracking

Fake Wasabi Wallet application has emerged on the Apple Store, with one user losing approximately 6 Bitcoin.

According to Com Feed's monitoring, a fake Wasabi Wallet app has emerged on Apple's App Store, resulting in one user losing around 6 Bitcoin. This is the 27th fake wallet application to be listed on the Apple Store so far this year.

Analysis: Bitcoin's coin concentration rises to 14.8%, volatility risks are building up

Independent analyst Murphy posted a note stating that Bitcoin’s (BTC) concentration of holdings has risen to 14.8%, approaching what he calls the "high-risk zone". He noted that this risk does not mean BTC’s price will definitely rise or fall, but rather that market volatility is likely to intensify. Based on historical data, when the concentration curve starts to reverse, if BTC’s price was in an uptrend before, the probability of further upward volatility is higher; conversely, if the price was in a downtrend, the likelihood of continued downward movement is greater. However, the concentration curve is still rising, so it is temporarily impossible to determine which direction BTC is more likely to move next, but market risks are accumulating and volatility may be brewing.

Empery Digital has sold 1,635 bitcoins since July.

Bitcoin treasury firm Empery Digital sold a cumulative 1,635 BTC between July 1 and August 6, 2026, netting approximately $102.2 million in proceeds. Its current BTC holdings have fallen to 1,279, with 954 of those coins pledged as collateral for a $35 million debt, leaving only 325 BTC freely available — a sharp drop from the 1,375 it held as of June 30.

Strategy CEO: Bitcoin has once again demonstrated resilience, even amid tests including Strategy's sell-offs and security threats.

Strategy CEO Phong Le published a post stating that Bitcoin has once again demonstrated resilience, even amid Strategy’s sell-off, security threats, stalled Senate legislation, and a soft fork.

Analysts: Bitcoin faces resistance at the $67,000 and $72,000 cost levels, with potential selling pressure.

CryptoQuant analyst ShayanMarkets noted that Bitcoin’s realized price UTXO time intervals show investors who have held BTC for 1 to 3 months and 3 to 6 months have average cost bases of approximately $67,000 and $72,000 respectively. Both figures are currently higher than BTC’s spot price of around $65,000, meaning these two groups of holders are collectively in unrealized loss. The $67,000 cost line for 1-3 month holders is closer to the current price. If Bitcoin continues its rebound, these loss-making holders may reduce their positions once the price approaches their cost basis, creating resistance at this level. The $72,000 cost line for 3-6 month holders forms a higher resistance level. If Bitcoin can reclaim both of these realized price levels, it would signal that the market is absorbing potential sell orders from recent buyers and strengthen the outlook for a market recovery. Until then, Bitcoin still faces significant resistance on the upside.

Cathie Wood: Bitcoin and stablecoins may emerge as two major beneficiaries of the commercial transformation of smart agents

Cathie Wood, widely known as "Wood" (her Chinese nickname "木头姐"), believes the latest U.S. jobs report may appear concerning on the surface, but the actual situation is not as bad as it seems. The real focus should be on the economic shifts behind the employment data. The U.S. federal deficit currently stands at 5.6% of GDP, a level she notes is similar to that in the early 1980s at the start of Reaganomics. If productivity and technology adoption continue to accelerate as ARK Invest expects, this ratio could approach 5% by year-end. She added that the bigger risk ahead may not be inflation, but deflation—especially for companies that fail to adopt AI and productivity tools. On oil, a supply glut is forming: after the UAE exited OPEC in May, its production hit an all-time high. Cathie Wood forecasts oil prices could drop sharply, viewing this as a deflationary driver for most of the world. Meanwhile, capital expenditure has broken out of its 30-year range. She argues that market fears of an AI bubble are overblown, as the technology remains in the early stages of its revolution. On crypto assets, Cathie Wood says Bitcoin’s performance relative to gold is stabilizing again, and she believes Bitcoin and stablecoins could be two major beneficiaries of the commercial transformation of AI agents.

Bitcoin breaks through $65,000.

According to HTX market data, Bitcoin has broken through the $65,000 mark, with a 0.05% increase in the past 24 hours.

Michael Saylor Releases Bitcoin Tracker Information Again

Strategy founder Michael Saylor has once again shared updates related to Bitcoin Tracker, with the caption "Doing Business." Per historical patterns, Strategy usually discloses its Bitcoin purchase news the day after such posts. However, the firm has not increased its Bitcoin holdings recently; instead, it sold 1,637 BTC last week, bringing its total holdings down to 842,138 BTC.

The probability that Bitcoin will rise to $70,000 this month is 31%.

Prediction market platform Polymarket currently assigns a 31% probability to Bitcoin hitting $70,000 in August. Additionally, the platform puts a 6% chance on Bitcoin reaching $75,000, and a 30% probability of it falling to $60,000.

Bitcoin payment processor BTCPay Server confirms critical vulnerability leading to fund theft, urges LND users to upgrade immediately.

BTCPay Server has issued an emergency security advisory, stating that all versions prior to 2.4.2 (including the 2.4.2 release candidate) contain a critical vulnerability that has been actively exploited by attackers, resulting in user funds being stolen. The vulnerability allows unauthenticated remote attackers to obtain LND (Lightning Network implementation) .macaroon credential files, enabling them to take control of LND nodes and transfer funds. The official has confirmed the vulnerability was exploited to cause user fund losses, and urges all LND users to immediately upgrade to BTCPay Server 2.4.2 and LND 0.21.1. BTCPay Server’s on-chain wallets themselves are not affected. The official has not yet disclosed the exact amount of stolen funds. Public information shows that BTCPay Server is a free, open-source, self-hosted Bitcoin payment processor, focused on providing fee-free, non-custodial Bitcoin payment solutions for sovereign individuals and businesses. Core protocol contributors estimate there may be hundreds of thousands of BTCPay Server instances running globally, with over 1 million downloads from its main GitHub repository.

Prominent Crypto Trader: Bitcoin in Narrow Short-Term Consolidation, $65,300 Is Key Watershed Level.

Well-known trader Killa has shared Bitcoin technical analysis insights, noting that if BTC falls below its current weekly high of $65,300, it will retest the monthly opening price of around $62,700. If Bitcoin can strongly break through and hold above the $65,300 resistance level, it may advance further to around $66,900. Overall, Killa judges that Bitcoin has been trading in a range over the past two months, with no clear breakout signal yet. A BTC-focused quantitative trader, Killa previously predicted the peak of this bull market in May 2025, boasts over 200,000 followers on X, went short on Bitcoin at $74,688 in mid-April, and switched to long positions during the broad market sell-off on June 5.

Three men in the US are suspected of plotting to kidnap and transfer stolen Bitcoin, facing up to 20 years in prison.

The U.S. Attorney’s Office for the District of Connecticut announced that three men from St. Louis—Sedric Louis, John Davis, and Martel Williams—are charged with conspiracy to interfere with commerce through robbery, allegedly plotting to break into a residence and force victims to transfer cryptocurrency linked to a multi-hundred-million-dollar bitcoin theft. Each faces up to 20 years in prison. Prosecutors allege the trio traveled to Connecticut between August 21 and 24, 2024, rented a vehicle, prepared items including airsoft guns and walkie-talkies, surveilled the target and his parents for two consecutive days, then abandoned the operation over fears that home security cameras would record their movements. A separate group of individuals from Florida later executed the same plan, and six people were arrested on August 25 in connection with a Lamborghini Urus carjacking. Louis and Davis have been in custody since their June 25 arrest, and pleaded not guilty to the charges at Bridgeport Federal Court on July 30. Williams entered the same not guilty plea on July 17 and was granted bail afterward. Prosecutors clarified that the targeted individuals were the parents of people involved in the multi-hundred-million-dollar bitcoin theft, and the indictment does not constitute evidence of guilt.

Santiment: Bitcoin's on-chain trading volume surges, weekly new wallet additions hit a 10-month high.

Santiment Intelligence stated in a post that Bitcoin has just experienced a week of surging on-chain trading volume. The number of new network wallets reached 2.27 million, hitting a 12-month high, while active wallets stood at 751,000, marking a 10-month peak. The biggest catalyst was the chaos sparked by the Coldcard wallet security incident, which forced users to move funds, create new wallets, adjust custody settings, and re-assess their risk exposure—naturally driving a sharp rise in wallet creation and activity. Polarizing events tend to trigger the strongest on-chain reactions for Bitcoin and altcoins. Fear spreads rapidly, followed by greed; both emotions push more people to trade, adjust positions, and closely track market dynamics, reigniting demand after periods of market downturns. When retail investors are impacted and trading volume surges, Bitcoin’s large holders often leverage the chaos to accumulate more actively. Historically, this combination of increased usage and large-scale accumulation by major holders has a positive impact on Bitcoin’s prices in the weeks and months ahead.

Bitcoin’s BIP-110 fork faced collapse just 8 hours after its launch due to insufficient hash rate support, with only two blocks generated.

Nodes supporting BIP-110 rejected blocks lacking the required support signal at block height 961,632, triggering a Bitcoin fork. However, the new chain only produced two blocks roughly eight hours after launch, with no indications that miners plan to keep it running. According to BIP-110 monitors, the forked branch is currently at block height 961,633, while Bitcoin’s main chain has reached block height 961,681. BIP-110 is a one-year rule adjustment proposal aimed at restricting non-financial data writes in Bitcoin transactions, including uses like Ordinals inscriptions. The proposal requires at least 1,109 blocks (55%) to signal support over a roughly two-week cycle of 2,016 blocks to activate, but only 51 blocks (2.53%) supported it in the prior cycle.

Bitwise CIO: Bitcoin could reach $1.3 million by 2035, with institutions driving its growth.

Bitwise CIO Matt Hougan told CoinDesk in an interview that Bitcoin could reach $1.3 million by 2035, with massive institutional capital inflows as the key driver. Hougan noted that global institutions manage $100 trillion to $200 trillion in assets; even a 1% allocation to Bitcoin would translate to $1 trillion to $2 trillion in funds, enough to support the price target. Retail investors have pushed the crypto market from scratch to a $2 trillion market capitalization, and over the next decade, institutional capital will lead growth, driving the total market cap to even higher levels.

Security teams used cutting-edge AI to conduct simulated attacks on 150 core Bitcoin projects, discovering an average of one critical vulnerability per person per hour.

A volunteer security team recently used cutting-edge AI models to scan roughly 150 codebases related to core Bitcoin projects, discovering over a dozen vulnerabilities spanning wallets, cryptography libraries, and infrastructure projects. According to reports, the team leveraged models including Kimi K3, OpenAI’s GPT Sol, Anthropic’s Claude Fable and Opus, and Z.ai’s GLM 5.2 to identify vulnerabilities and generate supporting documentation. Team members stated each researcher is now finding approximately one critical vulnerability per hour. Over the past 12 hours, the team has submitted security reports to multiple projects, though the specific affected projects have not been disclosed. Recent security incidents involving platforms like Coldcard and Boltz also highlight that AI is being used by both security researchers and malicious actors to discover software vulnerabilities at a faster pace.

A suspected Bitcoin miner has deposited 2,802 BTC worth $182 million into Binance over the past two days.

According to Yuqing Monitoring, a suspected Bitcoin miner has deposited 2,802 BTC (valued at $182 million) into Binance over the past two days. Over the last 20 days, the miner has made total deposits of as much as 6,494 BTC ($421 million) into Binance, at an average price of approximately $64,798.

Bitcoin has undergone another fork, and the fork chain supporting BIP-110 is currently 18 blocks behind the mainnet.

The Bitcoin network has experienced a fork stemming from the BIP-110 proposal. Nodes supporting the proposal rejected blocks lacking a support signal at block height 961,632. As of now, the Bitcoin main chain has advanced to block 961,651, while the BIP-110 fork chain has only reached block 961,633, trailing the main chain by 18 blocks. BIP-110 is a one-year rule adjustment proposal aimed at restricting the writing of non-financial data in Bitcoin transactions, including uses such as Ordinals inscriptions. The proposal requires at least 1,109 blocks (55%) to send support signals within a cycle of 2,016 blocks (roughly two weeks) to activate, but only 51 blocks supported it in the previous cycle, accounting for just 2.53%. Currently, the BIP-110 chain still needs more miner support to continue advancing. Per the rules, the chain must reach block 963,648 to lock in the regulations, and will officially implement the restrictions starting from block 965,664, which will remain in effect for approximately one year. Earlier reports noted that Bitcoin developer Kevin Loaec warned that if the Bitcoin fork tied to the controversial BIP-110 proposal occurs this weekend, holders may face the risk of their actual BTC being transferred when selling fork chain tokens.

A whale shorting $102 million worth of Bitcoin was partially liquidated, with the liquidation price for its remaining positions standing at around $65,300.

According to monitoring by TheDataNerd, a large whale that shorted $102 million worth of Bitcoin using 40x leverage recently faced partial liquidations, suffering a $1.46 million loss over the past week. The whale has since added margin, cutting its short position to roughly $60 million. The position’s entry price is $64,212.5, and its liquidation price is $65,310.2.

Nansen Founder: Bitcoin Will Never Drop Below $60,000 Again, No Signs Global Monetary Easing Cycle Is Ending

Nansen founder and CEO Alex Svanevik stated that Bitcoin’s current price of roughly $60,000 may have marked the low point of this cycle. “I personally don’t think Bitcoin will drop below $60,000 again— that’s a thing of the past, and I believe it’s forever,” he said. Svanevik’s assessment is rooted in Bitcoin’s role as a hedge against global central bank monetary expansion, with no signs of an imminent end to the global monetary easing cycle. He added that the crypto industry is undergoing a fundamental shift: crypto assets were previously in the “toy world” phase of blockchain, and are now entering the “real world” era. On the public chain ecosystem, Svanevik holds a long-term bullish stance on Solana, dismissing the view that it is merely a “meme coin chain” as completely absurd. He praised Solana for having “possibly the most effective business development (BD) team” and an “incredible team.” However, Svanevik refused to translate this positive outlook into a specific price prediction for SOL: “Intuitively, I would expect it to rise, but I can’t be certain.” Svanevik is also optimistic about Robinhood Chain, which launched just this July. He argues that it is emerging as a strong competitor to Base thanks to its outstanding user distribution capabilities, but judges that Robinhood is unlikely to issue a token. The reasons: first, it has no need to do so; second, as a Nasdaq-listed company, issuing a token would logically conflict with competing against its own stock. “All value should be channeled into HOOD stock,” he noted.

Analysis: Bitcoin failed to break through the $65,400 level after testing it twice, with a large backlog of buy and sell orders awaiting a directional move.

Crypto analyst Lennaert Snyder said Bitcoin has failed to break through the $65,400 level on two separate tests, while the $62,300 level below has solid support, with the price consolidating between these two levels heading into the weekend. This week’s price action has been relatively slow, making short selling unadvisable for now; he plans to wait for an upward breakout above the current high and a subsequent rally before considering opening short positions. The longer-term target remains at $68,100, and once hit, it is expected to also break through the previous month’s high. Snyder added that he will wait for the above-mentioned price action to materialize before positioning for a larger pullback or swing trade. He has already closed part of his short positions to lock in profits and reduce risk exposure. Currently, the market has accumulated a large number of buy and sell orders between the two key levels, and is in a tense phase of choosing a direction, so he opts to wait for a breakout confirmation before taking action.

A Bitcoin whale holding a 40x short position is now facing an unrealized loss of over $710,000, with its liquidation price at $65,306.

According to monitoring by TradingBeats (formerly Hyperinsight), a crypto whale opened a 40x short position on 930 Bitcoin at an entry price of $64,213, and currently holds an unrealized loss of $710,900, with its latest liquidation price standing at $65,306.

Yesterday, U.S. spot Bitcoin ETFs recorded a net inflow of $101.7 million, marking five consecutive trading days of strong inflows.

According to Farside's monitoring, U.S. spot Bitcoin ETFs recorded a net inflow of $101.7 million yesterday, marking five consecutive trading days of strong inflows.

Bitcoin rebounds to break through $65,000.

Per HTX market data, Bitcoin has rebounded past the $65,000 level, posting a 1.08% gain over the past 24 hours.

A director of Trump family-backed American Bitcoin spent $1.93 million increasing his holdings in the company’s stock.

Justin Mateen, a director at American Bitcoin (ABTC) — a Bitcoin mining firm backed by the Trump family and co-founder of Tinder — purchased the company’s stock over two consecutive days after it released its quarterly earnings, investing a total of roughly $1.93 million. Regulatory filings show Mateen bought approximately 145,000 Class A common shares of ABTC on August 5 for about $925,000 at an average price of $6.40 per share; he added another ~162,000 shares on August 6, worth ~$1 million at an average of $6.19 per share. The two transactions totaled 306,981 shares, lifting Mateen’s total ABTC holdings to 492,297 shares. American Bitcoin, a Nasdaq-listed Bitcoin mining and BTC reserve company backed by U.S. President Donald Trump’s family members including Eric Trump and Donald Trump Jr., adopts a strategy of "large-scale mining + corporate treasury Bitcoin holdings" to provide investors with exposure to Bitcoin. Its Q2 earnings report showed a net loss of around $57 million, though its mining scale and Bitcoin reserves continued to grow in the same period. The firm’s quarterly BTC production hit a record high of roughly 932 coins, while its treasury holdings rose to over 8,000 BTC. Market observers view the director’s large share purchases as a sign of confidence in the company’s Bitcoin accumulation strategy, though its profitability and mining operational efficiency remain key focuses for investors.

BIP-110 May Trigger Bitcoin Fork Risk: Developers Warn Selling Forked Coins Could Result in Theft of Real BTC

Bitcoin developer Kevin Loaec warned that if a Bitcoin fork tied to the controversial BIP-110 proposal occurs this weekend, holders selling tokens from the forked chain may face the risk of their actual BTC being drained. Reports note that if Bitcoin splits into two chains, users’ BTC balances will exist on both chains. Some traders may attempt to sell seemingly "free" forked coins, but due to the lack of replay protection in the early stages of both chains, transactions signed when selling forked coins could be replicated on the original Bitcoin network, resulting in buyers receiving an equivalent amount of actual BTC. Loaec stated that without understanding how to safely split assets across the two chains, the safest option for holders is to refrain from any actions for now. Unmoved BTC will not be vulnerable to replay attacks, as there are no signed transactions to replicate. This risk stems from the BIP-110 proposal, which aims to restrict non-payment data such as images and text from being included in Bitcoin transactions. Lacking sufficient miner support, software backing BIP-110 may start rejecting non-compliant blocks from the expected block height of 961,632 this weekend, leading to a fork competing with the main chain. Currently, miner signaling support for BIP-110 stands at around 2.6%, far below the threshold needed for activation, so it remains uncertain whether a fork will actually materialize. However, if a small number of miners continue to maintain the BIP-110 chain, two separate transaction histories could emerge in the market. Analysts note that in the early stages of a fork, users need to proactively isolate their assets; otherwise, transactions involving forked coins could accidentally transfer actual BTC due to the lack of replay protection. The BIP-110-related transaction restrictions are expected to take effect around early September.

BlackRock’s IBIT Accumulatively Added 7,320 Bitcoin This Week, Valued at Around $478.5 Million

According to monitoring by Onchain Lens, the address of BlackRock’s spot Bitcoin ETF IBIT withdrew 1,840 Bitcoin from Coinbase Prime today, valued at approximately $119 million. The ETF has accumulated a net addition of 7,320 Bitcoin this week, worth around $478.5 million.

Glassnode: Bitcoin options sentiment is improving, but demand for long-term downside protection remains high.

Glassnode’s market analysis notes that sentiment in the Bitcoin options market is improving, with short-term downside skew declining sharply. The 1-month 25 Delta Skew has dropped to around 7%, signaling recent panic has eased. However, longer-term skew remains at roughly 10%–12%, pointing to ongoing demand for downside protection. Currently, BTC call options hold an open interest of approximately $15 billion, exceeding put options’ roughly $10 billion. Recent capital inflows are concentrated in the $61,000–$67,000 range, with notable buying activity for $65,000 call options. Glassnode concludes the market is shifting toward more bullish positions but has not abandoned risk hedging.

August 7 Update: #Bitcoin ETFs: 1D NetFlow: +1,673 $BTC(+$109.16M)🟢 7D NetFlow: +7,306 $BTC(+$476.7M)🟢 #Ethereum ET...

August 7 Update: #Bitcoin ETFs: 1D NetFlow: +1,673 $BTC(+$109.16M)?? 7D NetFlow: +7,306 $BTC(+$476.7M)?? #Ethereum ETFs: 1D NetFlow: +42,756 $ETH(+$82.52M)?? 7D NetFlow: +85,091 $ETH(+$164.22M)??

The day before yesterday, a whale that shorted Bitcoin with 40x leverage was forced to reduce its position, incurring an unrealized loss of $1.54 million.

According to Yuqing Monitoring, the whale who leveraged to short 1,600 BTC (valued at $102 million) two days ago has suffered another heavy blow. After BTC recently rebounded to $65,300, the whale was stopped out of an additional 500 BTC (worth $32.6 million). He opened the short position with $2.44 million in capital on the morning of two days ago, and now only has $900,000 left, losing $1.54 million. Of his original 1,600 BTC short position (valued at $102 million), 700 BTC was liquidated due to the rebound, leaving him with 900 BTC in short positions (valued at $58.66 million).

Crypto whale sets 10 major targets, sounding rallying cry for Bitcoin longs: 'Last chance to get on board'

Whale "First Set 10 Big Goals" referenced his July 20 market outlook, calling the current market the "last chance to get on board". On that same date, the whale argued that shorting the market is too low-cost-effective, noting the market has already formed a phased bottom. He added he has a hunch Bitcoin is about to break out and launch a new uptrend, warning against missing the entry signal. Just now, the whale showcased gains from his recent Bitcoin long positions: the attached chart shows he opened long orders below $64,000, with unrealized profits surpassing $4 million.

Crypto Whale Flaunts Bitcoin Long Position Profits, Says "Set 10 Major Goals First": Opened Positions Below $64,000, Notches Over $4 Million in Unrealized Gains

Bitcoin rallied around the release of today's non-farm payroll (NFP) data. The whale going by the alias "Set 10 Big Targets" has showcased gains from his recent Bitcoin long positions; attached screenshots show he opened positions below $64,000, with unrealized profits exceeding $4 million.

Analysis: Bitcoin’s macro bottom may have already formed, with three long-term indicators signaling a cycle bottom.

Crypto analyst Alicharts has published a lengthy article stating that Bitcoin’s macro bottom may have already formed, citing three key indicators: 1. A TD Sequential buy signal has emerged on Bitcoin’s monthly chart. This rare indicator previously successfully marked the 2022 market bottom, and is now signaling a similar low. 2. Bitcoin is hovering near its 50-month simple moving average. Since 2014, this multi-year support level has repeatedly aligned with major market bottoms. 3. The Chande Momentum Oscillator (CMO) has dropped to -71. The last time it reached this level was in June, when Bitcoin fell to around $57,000. Historically, such low readings often coincide with significant market bottoms. Note: The Chande Momentum Oscillator gauges the relative strength of upward and downward price momentum over a given period, helping to determine if a market is overbought or oversold, as well as the strength of its trend.

Following the release of non-farm payroll data, the U.S. dollar weakened, Bitcoin surged then pulled back, and gold rose.

Following the release of non-farm payroll data, Bitget’s market data shows the US Dollar Index (DXY) dipped nearly 30 points in the short term to 99.67. Spot gold rallied around $40 in the short term, hitting $4,351.43 per ounce. Per HTX’s market data, Bitcoin saw a short-term spike followed by a pullback, currently trading at $65,078.77.

BitFuFu produced 112 Bitcoin in July, with its total hash rate falling to 14.2 EH/s.

Bitcoin mining machine and service provider BitFuFu Inc. (Nasdaq: FUFU) has released its unaudited Bitcoin production and operational metrics for July 2026. The data shows the company produced 112 Bitcoin in July, including 40 from cloud mining and 72 from self-operated mining, with an average daily output of 3.6 Bitcoin, both down month-over-month. Its Bitcoin holdings fell from 1,671 in June to 1,314 in July, a move the company attributed mainly to advance payments for additional computing power that will launch in August 2026 and run for 330 days.

Renowned trader: Once Bitcoin breaks through its long-term downtrend line, never short it.

Well-known trader Killa stated in a post that once Bitcoin breaks its current long-term downtrend line, never short the asset. "Many people overcomplicated simple trend shifts in the last cycle, and the weekly chart is the best confirmation signal," he noted. His accompanying chart displays Bitcoin's weekly charts from 2026, 2022, and 2018—all three feature similar post-peak descending channel patterns, used to draw parallels to the current market structure. Killa, a quantitative trader specializing in BTC, previously predicted the peak of this bull run in May 2025, and boasts over 200,000 followers on X. In mid-April, he shorted Bitcoin at $74,688, and switched to long positions during the broad market sell-off on June 5.

With the release of U.S. non-farm payrolls data imminent, Bitcoin has surged past $65,000.

According to HTX market data, with the non-farm payroll (NFP) release imminent, Bitcoin has strongly broken through the $65,000 level. As of press time, Bitcoin is trading at $65,129.04, marking a 0.81% gain over the past 24 hours.

QCP: Bitcoin’s upside momentum remains limited, with macro variables acting as a key constraint.

QCP Capital noted in a report that Bitcoin has rebounded from its weekly low of around $62,500 and is currently trading in a range near $64,000. What’s more notable about this rally is not the momentum itself, but the pressure the market has absorbed: Strategy sold 1,638 Bitcoin for approximately $105 million; meanwhile, reported losses from the Coldcard security incident have risen to around $110 million. Neither of these events caused Bitcoin’s price to sustain a drop below key levels. The options market also reflects similar calm sentiment: front-end implied volatility remains at the lower end of the recent range, and downside skew has eased, despite the still complex macro environment. U.S. manufacturing picked up in July, but labor market indicators softened. JOLTS job openings fell to 7.36 million, and ADP employment added only 44,000, making today’s U.S. jobs report the market’s focus. At the same time, uncertainty over the Strait of Hormuz has pushed Brent crude back above $83 per barrel. Japan remains another key liquidity variable: after joint interventions to support the yen, the Bank of Japan still holds roughly half of outstanding Japanese government bonds as domestic yields rise, and the impact of Japan’s funding conditions extends far beyond the foreign exchange market itself. For the crypto market, the key distinction remains: resilience has improved, but momentum is still limited. Macro liquidity, energy markets, and the timeline for U.S. digital asset legislation remain core variables to watch.

Analyst: Bitcoin long-term holders are "surrendering", with an average holding cost of approximately $49,300.

CryptoQuant analyst Axel Adler Jr. published a post noting that Bitcoin’s Long-Term Holder Spent Output Profit Ratio (SOPR) has fallen to 0.92, a sign that long-term holders are capitulating. However, Bitcoin’s price remains 30% higher than this group’s average cost basis of $49,300, with primary selling pressure still centered on short-term holders.

Michael Saylor: Bitcoin does not need the Clarity Act — the United States does.

MicroStrategy founder Michael Saylor posted that Bitcoin does not need the CLARITY Act, but rather the U.S. does. Today's reports indicate that the U.S. Senate has delayed the vote on the CLARITY Act until September.

Bitcoin (BTC) and Ethereum (ETH) options with a total notional value exceeding $2.4 billion expire and settle today.

Greeks.live macro researcher Adam released today’s options expiration data, showing: 32,000 BTC options expired, with a put-call ratio (PCR) of 0.26, max pain at $64,000, and a notional value of $2.06 billion. 177,000 ETH options expired, with a PCR of 0.77, max pain at $1,900, and a notional value of $340 million. Bitcoin has remained hovering around $64,000 this week, fluctuating for over two months. The price zone above $65,000 is a dense trading area from this year’s rally. Currently, global market focus is not on cryptocurrencies, so speculative funds will not flow in, and Bitcoin may choose to move downward. Key options data shows that 9% of this week’s options expired, a notable proportion, with most being out-of-the-money call positions, leading to relatively dispersed gamma exposure (GEX), while put positions are very few, and GEX is relatively concentrated on the downside. Bitcoin’s PCR has stayed at the low level of 0.26, indicating extremely low put option positions.

Morgan Stanley’s spot Bitcoin ETF MSBT has total holdings worth over $400 million.

According to the latest monitoring data from Arkham, Morgan Stanley’s spot Bitcoin ETF MSBT spent $7.21 million to add roughly 100.3 BTC to its holdings. As of now, its total Bitcoin position has crossed 6,300 for the first time, reaching 6,331 BTC valued at more than $406 million.

Japanese bitcoin treasury firm Remixpoint has released its crypto operations performance announcement.

Japanese Bitcoin treasury firm Remixpoint has released its crypto operations performance announcement. As of July 31, 2026, the company’s Bitcoin lending principal stood at approximately 1,501.27 BTC, with cumulative borrowing fees earned between February and July totaling around 12.44 BTC (equivalent to roughly 133 million yen). Additionally, the firm holds staked ETH of roughly 901.45 ETH and staked SOL of approximately 13,920 SOL, with total related staking rewards amounting to about 28.89 million yen.

Yesterday, U.S. spot Bitcoin ETFs posted a net inflow of $137.6 million, while U.S. spot Ethereum ETFs registered a net inflow of $92.1 million.

Yesterday, the total net inflow of Bitcoin spot ETFs stood at $137.6 million. Breakdown: BlackRock’s IBIT saw a net inflow of $128.3 million, MSBT posted a net inflow of $14.9 million, FBTC recorded a net inflow of $11.2 million; HODL reported a net outflow of $32.8 million, while GBTC notched a net inflow of $7.5 million. Ethereum spot ETFs posted a total net inflow of $92.1 million yesterday. Of this, BlackRock’s ETHA had a net inflow of $81.1 million, followed by net inflows of $4.5 million for ETH, $3.1 million for ETHE, and $1.4 million for FETH, with the remaining products seeing roughly flat fund flows.

Crypto mining firm MARA released its Q2 financial results: its Bitcoin holdings fell 29% year-over-year to 35,577 BTC, posting a net loss of $611 million.

Bitcoin miner MARA released its second-quarter 2026 financial report. Revenue totaled $175 million, a 27% year-over-year decline; net loss amounted to $611 million, with adjusted EBITDA coming in at a negative $361 million. End-of-period computing power rose 22% year-over-year to 70.3 EH/s, Bitcoin production increased 3% YoY to 2,422 coins; Bitcoin holdings decreased 29% YoY to 35,577 coins; the combined value of cash and Bitcoin stood at approximately $2.5 billion.

Crypto mining firms MARA and Riot deposited a total of 581 Bitcoin with institutional custody platform NYDIG.

According to Lookonchain monitoring, crypto mining firm MARA, which holds 36,303 Bitcoin (BTC) valued at $2.34 billion, deposited 200 BTC worth $12.86 million with institutional custody platform NYDIG 10 hours ago. Mining peer Riot Platforms has also been continuously sending Bitcoin to NYDIG, depositing 381 BTC worth $24.51 million 10 hours ago.

Glassnode: Coldcard Vulnerability Incident Causes Bitcoin Daily Active Addresses to Surge to 980,000, a New High Since December 2024

Glassnode’s report indicates that the Coldcard vulnerability incident has driven Bitcoin’s daily active addresses to 980,000, a new high since December 2024. The on-chain activity growth is primarily fueled by panic, per Glassnode: holders are migrating wallet mnemonics and transferring funds to alternative custody methods in response to operational security risks. This shift does not represent a change in market confidence.

Bitcoin ETFs net +3,781 $BTC in 1D, Ethereum ETFs net +27,749 $ETH in 1D

August 6 Update: #Bitcoin ETFs: 1D NetFlow: +3,781 $BTC(+$243.49M)?? 7D NetFlow: +9,034 $BTC(+$581.79M)?? #Ethereum ETFs: 1D NetFlow: +27,749 $ETH(+$52.91M)?? 7D NetFlow: +40,578 $ETH(+$77.37M)??

Renowned analyst: Bitcoin is approaching its fifth pivot point, with partial de-risking moves likely.

Well-known crypto analyst Killa wrote that Bitcoin (BTC) rose at the start of the month as he had previously predicted, and is now approaching its "5th pivot point" — a timeline worth close attention. He noted that over the past year and a half, trading against the market’s dominant narrative during this period has repeatedly captured 3% to 4% counter-trend swings. If historical patterns hold, BTC may see partial de-risking after passing this pivot point. However, Killa warned that while prices fell as expected last time, BTC was in a complex consolidation range, so it did not form a smooth one-way downtrend, instead consolidating until the next pivot point. He added that historical biases still favor counter-trend trading, but the current market environment is complex, with both price structure and timeline being equally important.

Bitcoin mining firm Cipher Digital sells 1,619 bitcoins, incurring a $47.7 million loss.

Bitcoin mining firm Cipher Digital sold 1,619 bitcoins (BTC) for $123.4 million, confirming a $47.7 million loss. The company’s filed documents show interest expenses hit $66.7 million, while mining revenue stood at $24.8 million. As of the end of June, Cipher held 646 BTC worth $37.8 million. Quarterly mining revenue fell from $43.6 million in the same period last year, with a $23.5 million loss recorded in the second quarter.