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The official channel for updates and announcements on the CEX.IO ecosystem.
🎨 Who else's chart looks like a modern art masterpiece?
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🖥 Friday morning, and the market has a lot to digest. Here's what's going on:
1️⃣ Bitcoin is holding near $64,700 after pulling back to $64,100 overnight. Two things drove the move: Iran denied ongoing negotiations with the U.S., and the Hormuz deal that markets had been pricing as a positive turned out to restrict rather than open the strait to U.S. and Israeli vessels. The geopolitical risk premium is back. NFP lands today at 3:30 p.m. EDT, forecast at 85,000 — up from June’s 57,000. ETF inflows came in at $129 million on Thursday, a fourth consecutive positive session, though the pace has been slowing each day.
2️⃣ The ADA price surged by nearly 20% in a week amid growing optimism about the network’s long-term roadmap and increased whale accumulation. Other top weekly gainers include ENA, PUMP, and ALGO, reaching adding more than 12% in a week.
3️⃣ The Clarity Act is officially delayed until the Senate’s fall session, with Senate Majority Leader Thune confirming no vote before the August recess. Galaxy Research now puts passage odds at 15% for 2026. The bill had been the market’s main regulatory catalyst all year. At 15%, it is essentially priced out of this year’s narrative — and the market reacted accordingly, with BTC sliding to $64,300 on the news before partially recovering.
🔈 The calm before Friday. Here’s what’s moving today:
1️⃣ Bitcoin is holding near $64,450, essentially flat over the past 24 hours.
• ETF inflows came in at $244 million on Wednesday, the third consecutive strong session, bringing the three-day total to roughly $690 million.
• Jobless Claims came in at 199,000 this morning, slightly better than the 203,000 forecast — a mild positive signal heading into tomorrow’s Nonfarm Payrolls. Markets are in wait-and-see mode, and the price action reflects it.
2️⃣ BitGo is moving $7.4 billion in Wrapped Bitcoin from LayerZero to Chainlink’s cross-chain infrastructure, pushing the total industry migration from LayerZero to Chainlink to roughly $14.6 billion. The shift follows a $292 million exploit on KelpDAO earlier this year, which exposed a structural vulnerability in how LayerZero’s security model could be configured.
3️⃣ Solana validators are backing a proposal that would increase daily SOL burns from roughly $47,000 to $650,000 — more than a tenfold increase. The mechanism ties burns to network activity, meaning higher usage means more SOL removed from supply. If passed, it would be the most aggressive deflationary change Solana has made and could shift how the market thinks about SOL’s long-term supply dynamics.
✉️ Here's what's happening this Wednesday:
1️⃣ Bitcoin is trading around $64,000, continuing its quiet recovery from last week’s dip.
• ETF inflows came in at $211 million on Tuesday, suggesting institutional buyers are stepping in as price stabilizes. Iran and the U.S. are reportedly close to a deal to reopen the Strait of Hormuz for 60 days — if confirmed, that removes one of the bigger geopolitical overhangs that has been weighing on risk assets.
• ADP employment data lands today at 3:15 p.m. EDT — the first real labor market read before Friday’s Nonfarm Payrolls.
2️⃣ Coldcard losses have now grown to roughly $130 million according to Galaxy Research, up from $89 million just days ago. The attack continues to spread across older wallet addresses, and hardware wallet firms are now warning of a surge in phishing attempts targeting affected users. Coldcard is urging users to move their bitcoin immediately. The attack exploited how keys were generated, not the devices themselves — which is why wallets that were never connected to the internet were still vulnerable.
3️⃣ Samsung announced that Samsung Wallet will add native stablecoin support across 61 countries, with USDC demoed live on stage. The wallet already has around 19 million users in South Korea alone and comes pre-installed on most Galaxy devices, meaning stablecoins would land on hundreds of millions of phones.
☀️ GM. Three things to know today:
1️⃣ Bitcoin is trading inside a descending channel, hovering near the 200-week SMA at $63,500. Holding above that level and clearing $64,000 could open a path toward $67,000. A failure to hold puts $62,000 in focus as the next support. Worth noting: Strategy has started tracking the 200-week SMA as a key inflection line on its own website.
2️⃣ Mastercard has completed its acquisition of stablecoin infrastructure firm BVNK for up to $1.8 billion. BVNK's technology will be used to help financial institutions and enterprises scale stablecoin and tokenised asset use cases, including B2B payments, payouts, settlement, and treasury flows.
3️⃣ BlackRock launched two new tokenized money market funds aimed at institutional investors and stablecoin issuers. One is a tokenized share class of an existing BlackRock fund on Ethereum; the other is a new fund built specifically for stablecoin reserve management. The move follows similar launches from Morgan Stanley, State Street, and Fidelity.
🏆 This week's BTC Price Projection contest is live on X.
Last week's closest projection was $13.5 off. Your turn.
🔮 Comment your BTC/USD projection under this post: go.cex.io/h99t
Closest projection wins $50 in BTC. Trade BTC on CEX·IO by Tuesday 11:59 PM UTC and your reward increases to $300 in BTC if you win.
⏰ Entries close in 24 hours.
👉 https://x.com/cex_io/status/2084248093449441296
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📊 July, wrapped. Here's what moved:
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🗓️ Week 31 Recap.
What mattered:
➡️ Bitcoin opened near $64,600, currently at $62,738, down about 2.1% as of Friday afternoon. Week still open. ETH flat at +0.05%. Total market cap fell from $2.21T to $2.16T. Fear & Greed: 35 to 33
➡️ The Fed held rates but Warsh sounded hawkish. Markets swung $1 trillion in each direction during the press conference. September hike odds jumped to 65% overnight. 30-year Treasury yields hit 5.2%, highest since 2007
➡️ ETF flows: started the week with $240 million in outflows, ended with $233 million in inflows on Thursday. Weekly net: +$204 million
➡️ The Senate shelved the Clarity Act before summer recess. Next window: September
➡️ Strategy posted an $8.2 billion Q2 loss on paper as bitcoin prices fell. The company kept buying through the dip
➡️ Critical flaw in older Coldcard Mk3 wallets drained 594 BTC in under 25 minutes. Coinkite issued a warning
➡️ Nonfarm Payrolls Friday, August 7 — forecast 57K for the second month running. Two consecutive weak jobs reports would change the September rate hike conversation
➡️ ADP Employment and ISM Services PMI Wednesday, August 5
➡️ Whether Bitcoin holds above $62,000
🗓 The market is ending the week on an interesting note. Here's what's going on:
1️⃣ Bitcoin is sitting near $63,800, essentially flat despite $233 million flowing into Bitcoin ETFs yesterday, one of the stronger inflow days in weeks. Normally that kind of institutional buying moves the price. The fact that it didn't suggests there's selling pressure on the other side absorbing it. Part of the explanation may be China: factory activity came in weaker than expected this morning, signaling that the world's second-largest economy is slowing. When China slows, investors tend to pull back from riskier assets globally, and crypto is no exception.
2️⃣ Strategy reported an $8.2 billion quarterly loss while ending the quarter with 843,775 BTC on its balance sheet. The company said it sold about $218 million of Bitcoin YTD to fund preferred stock dividends. Saylor also said the company could sell BTC if necessary and won't go all-in buying every dip. Despite the loss, MSTR gained 5%, suggesting investors welcome the more disciplined approach.
3️⃣ A critical flaw in older Coldcard Mk3 hardware wallets allowed attackers to drain 594 BTC, roughly $38 million, in under 25 minutes. Coinkite has issued a warning for affected users. The vulnerability is a reminder that even air-gapped cold storage has an attack surface, and that firmware and hardware audits matter more than most people act on.
📊 The Fed held its target range at 3.5%-3.75% yesterday, a 9-3 vote. The real market move came after, when Warsh's tone signaled more hikes could be on the table if inflation doesn't cool.
Stocks sold off harder than Bitcoin on the same headline. The 30-year Treasury yield climbed to its highest level since 2007.
👀 Watching: "The Fed sounds hawkish, yields are spiking. Sell the risky stuff first, and crypto goes first."
🤔 Thinking: "If crypto is the riskiest asset in the room, why did stocks fall more than bitcoin on the same news? What does it mean when the asset everyone calls 'risk-on' stops trading like one?"
💸 Bitcoin is approaching its biggest test.
📊 Around 85% of short-term holders' unrealised value is still sitting at a loss.
⚖️ As BTC approaches the $68,000 short-term holder cost basis, many investors may look to exit at break-even, creating additional selling pressure.
☀️ Good morning. Three things the market is watching today:
1️⃣ Bitcoin is trading around $64,200, recovering from yesterday’s dip to $63,450 as markets stabilize ahead of tonight’s Fed rate decision at 9:00 p.m. CET.
• ETF outflows came in at roughly $50 million yesterday — modest, but suggesting caution ahead of the FOMC. A hold at 3.75% is the base case, though markets still price in roughly a one-in-three chance of a hike, which is keeping pressure on risk assets.
2️⃣ Audiera (BEAT) and Euler (EUL) posted gains of 26.8% and 19.5% respectively over the past 24 hours. The broader altcoin market stabilized yesterday, adding roughly $4 billion after the sharp selloff earlier this week.
3️⃣ Morgan Stanley launched Ethereum and Solana exchange-traded products. The move brings two of crypto’s largest assets further into mainstream investment portfolios and signals that institutional appetite for altcoin exposure is growing even as broader market sentiment remains cautious.
👀 Stop staring at charts 24/7. Let the market come to you!
We've rolled out Custom Price Alerts in the CEX•IO App! You can now set real-time triggers tailored exactly to your trading strategy.
Simply open any asset page in the CEX•IO App (BTC, ETH, SOL, etc.) and tap the bell icon in the upper right to set alerts based on:
🎯 Price Target: Input the exact USD value you are tracking.
📊 Percentage: Use quick presets like -5%, +5%, -10%, or +10% to catch sudden market swings.
🔔 Smart Frequency: Rest easy knowing you'll receive a maximum of one notification per alert condition each day — all signal, no noise.
📈 USDC's share of crypto trading volume hit an all-time high of 12.5% in Q2.
📉 Some context: total stablecoin trading volume fell 18% in Q2, down to $6.8 trillion, mostly dragged down by a broader slowdown in crypto trading and a drop in USDT volume.
↗️ But USDC went the other way. Its volume grew 34% — the only major stablecoin to post absolute growth this quarter.
🇪🇺 A big driver here is Europe. Exchanges operating in the EU have been steadily dropping USDT pairs in favor of USDC.
💡 If you're holding USDT, nothing urgent. But this is a trend worth knowing about.
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☀️ Good morning. Three things worth knowing this morning:
1️⃣ Bitcoin is trading around $65,100, up about 1.7% over the past week. The last available ETF data from Friday showed a $240 million outflow on July 24, snapping a seven-day inflow streak as Iran tensions weighed on sentiment. This week is the most macro-heavy of the summer — Fed rate decision on Wednesday and Core PCE inflation data on Thursday.
2️⃣ SOON and Kaito (KAITO) posted gains of 25.3% and 16.9% respectively over the past 24 hours. The broader altcoin market gained roughly $16 billion on Sunday, with Gaming (GameFi) leading sector performance over the past week at over 16%.
3️⃣ Galaxy Research cut its odds for the CLARITY Act passing in 2026 to 30%, calling for a "last-ditch effort" with two weeks left before the Senate's summer recess. The bill has been the market's primary regulatory catalyst all year — at 30% odds, the window is narrowing fast, and the market is starting to price in the possibility that crypto's federal framework gets pushed to 2027.
🗓️ Week 32 Recap.
What mattered:
➡️ Bitcoin opened at $63,427, currently at $64,971, up about 3.7% as of Friday evening. Week still open. ETH +3.1%. Market cap up from $1.27T to $1.3T. Fear & Greed moved from 35 to 40
➡️ July NFP came in at -23,000, the first negative jobs print in years, against an 85,000 forecast. This single number changes the September rate hike conversation. Markets had been pricing in a 54% hike probability. Watch how that reprices next week
➡️ ETF flows were the standout data point. All four recorded sessions positive, $754.69 million net for the week. Nearly four times the prior week's total
➡️ TOTAL2 essentially flat at +0.02% despite the strong ETF numbers. Altcoins didn't follow bitcoin's recovery
➡️ The Clarity Act is off the table until September. Galaxy Research puts 2026 passage odds at 15%
➡️ BitGo moved $7.4 billion in Wrapped Bitcoin from LayerZero to Chainlink, pushing total industry migration near $15 billion
➡️ Samsung announced stablecoin support for Galaxy Wallet across 61 countries
➡️ U.S. CPI Wednesday, August 12, forecast 3.4% YoY, down from 3.5%. The most important macro print of the week
➡️ Whether bitcoin holds above $65,000
➡️ How September Fed meeting expectations shift after the NFP miss
🚨 A firmware bug that sat quietly in Coldcard wallets since 2021 let attackers drain more than $110 million in bitcoin from over 5,200 wallets.
🔒 Coldcard is a cold wallet, the kind that never connects to the internet and gets marketed as the safest way to hold bitcoin. The bug made the keys on some devices predictable enough to guess without ever touching the hardware.
👀 Watching: "If even cold storage can be drained, maybe self-custody isn't as safe as everyone says. Perhaps keeping coins on an exchange is the safer option after all."
🤔 Thinking: "The wallets that got hit were single-key setups made on the buggy firmware. Multisig wallets, the ones that need more than one key to approve a move, weren't touched. So did cold storage fail here, or did one way of generating randomness fail?"
📊 Bitcoin accounted for 42.9% of total crypto trading volume in July — its highest share since Q1 2023.
⚖️ Historically, rising Bitcoin trading dominance has often appeared during the later stages of bear markets, as capital rotates away from altcoins.
🛡️ Could traders become even more defensive?
◀️ MORE INSIGHTS HERE ▶️
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👀 Bitcoin's market remains in a wait-and-see mode.
📈 The share of Bitcoin ETF inflows currently at a loss rose to a record 88.5%.
📉 Long-term holders reduced their supply by around 77,000 BTC, pointing to rising distribution into weakness.
⚖️ Stablecoin exchange reserves fell by $3.66 billion during July, suggesting limited liquidity to support a stronger recovery.
🔎 Our latest Bitcoin Impact Index explores what these signals could mean for Bitcoin's next move.
◀️ FULL ANALYSIS ▶️
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🔮 So where does the stablecoin market go from here?
📊 The last major stablecoin contraction took about a year to resolve. But this time the market looks different.
TradFi-backed products and RWA yield kept growing even while DeFi-native activity shrank.
⚡ If newer, less cyclical demand keeps growing while the old crypto-native drivers fade, there's a real case for a faster recovery this time around.
What's your read on H2 2026? 👇
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✉️ A quiet start to the week, but there's a lot running in the background. Here's what matters:
1️⃣ Bitcoin is trading around $62,608, up about 1% over the past 24 hours. July closed as the first positive month after June's 20% collapse — opening at $58,669 and closing at $62,474, a gain of 7.36%. Iran negotiations are set to resume this afternoon, which pushed Brent crude down 8% to $83 on Friday. That kind of geopolitical de-escalation typically reduces risk-off pressure, and it may be part of why bitcoin is holding the $62,000 area despite a heavy macro week ahead.
2️⃣ The Coldcard hardware wallet attack that started last week has now spread to 4,500 addresses, with total losses reaching roughly $89 million. What makes this unusual is that the attack never touched the devices themselves — it exploited a vulnerability in how keys were generated, meaning wallets that were never online were still at risk. Galaxy Research is involved in the investigation. If you use a Coldcard Mk3, check Coinkite's advisory.
3️⃣ This week is all about the U.S. labor market. JOLTS job openings land Tuesday, ADP employment Wednesday, and Nonfarm Payrolls on Friday — forecast at 88,000, up from June's 57,000 but still historically weak. Two consecutive soft jobs reports have pushed September rate hike odds to 65%. A third weak reading on Friday could start shifting that narrative.
The market hasn't changed in 2 minutes, but here we are 😅
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📉 Stablecoin transactions posted their sharpest drop on record: down 530M in Q2.
Strip out bots, and organic transaction count fell only ~11M. Transfers under $250 grew 5%.
🔍 Translation: the pullback is bot- and infrastructure-driven, not real users leaving.
Transaction count usually recovers first when the market turns. Worth watching this quarter.
◀️ FULL REPORT ▶️
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💡 Say hello to complete clarity.
Keeping up with the fast-paced crypto market just got a whole lot easier with the all-new CEX•IO App Notification Center!
We have organized all your essential updates into dedicated tabs so you can filter what matters to you most instantly:
📊 Market Updates: Track sudden pullbacks, target completions, and percentage drops.
🔐 Account Info: Stay informed on structural updates (like new deposit addresses).
🎁 Promos & Listings: Be the first to know about rewards and new token pairs.
🗓 Yesterday was one of those days where everything happened at once. Three things worth unpacking:
1️⃣ Bitcoin is holding near $64,200, down about 2% on the week. The price has been caught between two opposing forces — U.S. airstrikes on Iran resumed yesterday, pushing oil back to $89 and adding geopolitical pressure, while ETF inflows turned positive at roughly $32 million after several days of outflows, signaling that institutional buyers are still around at these levels.
2️⃣ The Fed held rates at 3.75% yesterday, but Warsh's press conference told a different story. Markets initially rallied $1 trillion on the hold, then gave it all back after his tone signaled readiness to hike in September if inflation picks up. Markets now price in a 65% chance of a September hike, up from 57% the day before. 30-year Treasury yields hit 5.2%, the highest since 2007. Bitcoin moved through all of it with less drama than stocks.
3️⃣ SEC Chair Atkins said the regulator is ready to establish its own crypto rules if Congress fails to pass the Clarity Act. The statement shifts the narrative: instead of waiting for legislation that may now slip to 2027, the market may get regulatory clarity through a different path. For some corners of the industry, direct SEC rulemaking could move faster than a Senate floor vote ever would.
⏰ 2 days left in the CEX•IO July Referral Promo.
Invite a friend before the promo ends:
➡️ Share your referral link
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💪 Bitcoin's market structure continues to improve.
📉 Bitcoin's realised losses fell to their lowest level in two months, signalling that market stress continues to ease.
📈 7-day net realised profit/loss turned positive for the first time since late May.
⚖️ Liquidation activity remained subdued, suggesting the market has largely moved beyond forced selling.
☀️ Hello there. Here's what's moving markets today:
1️⃣ Bitcoin is trading around $63,450, down about 4.2% over the past week. South Korea's KOSPI fell 11% yesterday, triggering a broader risk-off move.
• ETF outflows were minimal on Monday at roughly $12 million, suggesting the markets are in a "wait and see" mode ahead of tomorrow's Fed rate decision. While a hold remains the base case, markets are pricing in roughly a 33% chance of a rate hike, adding another layer of pressure on crypto.
2️⃣ COTI and SOON posted gains of 47.3% and 19.1% respectively over the past 24 hours. The broader altcoin market lost roughly $24 billion last week, with most major categories in the red, so these moves stand out against an otherwise difficult backdrop.
3️⃣ The U.S. Senate has put the CLARITY Act aside for now, with leadership focusing on other priorities before the summer recess. The bill that would have established the first federal framework for crypto markets in the U.S. is now pushed to September at the earliest. It removes the last near-term regulatory catalyst the market had been watching, and adds to the uncertainty heading into a quieter summer period.
🏆 This week's BTC Price Projection contest is live on X.
Last week's closest projection was $52.78 off. Your turn.
🔮 Comment your BTC/USD projection under this post: go.cex.io/dcq1
Closest projection wins $50 in BTC. Trade BTC on CEX·IO by Tuesday 11:59 PM UTC and your reward increases to $300 in BTC if you win.
⏰ Entries close in 24 hours.
👉 https://x.com/cex_io/status/2081711205849411827
UPD: Submissions are closed. Winner announced on Wednesday at 12:00 PM UTC on X.
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🤩 One referral earns you a reward. The next one can too.
Every friend who joins CEX•IO through your referral link and makes a qualifying $100+ deposit or crypto purchase unlocks another reward for both of you — up to 75 USDC per referral, depending on your region.
Plus, your regular 30% referral commission still applies.
⚡ Reward spots are limited and available on a first-come, first-served basis.
⚡ Crypto deposits also qualify in select countries.