The latest on Bitcoin — price action, spot ETFs, mining, Lightning and the macro forces moving BTC.
Goldman Sachs structured notes tied to Strategy (MSTR) are projected to pay just $217 per $1,000 at maturity — a 78% loss — as Bitcoin sentiment sours.
Ionic Digital (IOND), born from Celsius Network's bankruptcy, closed its Nasdaq direct listing debut at $62.90 — a 26% pop valuing the Bitcoin miner-turned-AI infrastructure play at ~$2.8B.
AmericanFortress says its patent-pending ZK-PoSP scheme can protect Bitcoin, Ethereum, and Solana wallets — including Satoshi's 1.1M BTC — from quantum attacks without fund migration.
Prediction market traders on Polymarket and Myriad have pushed July Fed rate-hike odds to 27% in 24 hours, rattling a crypto market already sitting at Fear & Greed 30.
Empery Digital has invested $20M in AI data center developer Cardinal Data Power, funded by an $87M Bitcoin liquidation — a structural exit from the BTC treasury model.
Bitcoin fell to $64,384 on July 26 as Trump's 'massive attack' threat on Iran, Houthi tanker strikes, and Brent crude topping $100 pushed the Fear & Greed Index to 26.
BlackRock, Coinbase, Strategy, and Fidelity are among nine firms pledging $15M over three years to fund open-source Bitcoin quantum-resistance research.
Strategy has published its BTC Floor ARR metric, revealing Bitcoin must not fall more than 11.34% annually before the firm's debt coverage breaks below 1.0x and restructuring risk becomes real.
Tesla sat on a $112M unrealized Bitcoin loss in Q2 2026, with digital asset holdings falling to $674M. The company held its 11,509 BTC position unchanged for three straight quarters of red ink.
Poolin, once Bitcoin's largest mining pool with ~20% of global hashrate, has filed Chapter 11 in New Jersey with $500M in liabilities and $164M owed to 11,700 users.
