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Bitfinex: July 2026 was the worst month for Bitcoin in the past two years

Bitcoin experienced its worst month in two years in July 2026, according to Bitfinex. Market activity plummeted to its lowest level since November 2023, with daily trading volume falling to around $4.5 billion, far below February's peak of $16.5 billion. Average daily spot trading volume for Bitcoin dropped to $2.2 billion, a 1.5-year low as reported by K33. Open interest for Bitcoin futures on the CME also declined significantly, nearing multi-year lows. The volume of open perpetual swap contracts stabilized around 300,000 BTC, indicating a lack of speculative demand. Analysts attribute the downturn to seasonal factors, as July and August are traditionally low-volatility months with reduced activity. The situation is further exacerbated by major investors' caution due to uncertainty surrounding the upcoming US Federal Reserve decision on interest rates. In related news, the largest corporate Bitcoin holder, Strategy, has not added to its BTC balance for five consecutive weeks while increasing its dollar reserves to $3.75 billion through stock sales.

cryptonews.ruHace 11 hora(s)

Bitfinex: July 2026 was the worst month for Bitcoin in the past two years

cryptonews.ruHace 11 hora(s)

Japanese and Korean Stock Markets Crashed! Nikkei Plummets Over 4%, KOSPI Plunges 8%, Market Panics Ahead of AI Giants' Earnings Week

Japanese and South Korean stock markets plunged sharply in early Tuesday trading, with the Nikkei 225 down over 4% and the KOSPI index tumbling 8%, triggering a circuit breaker. The sell-off was led by semiconductor and equipment stocks like Tokyo Electron, Kioxia, Samsung Electronics, and SK Hynix, the latter dropping as much as 30%. The primary driver is mounting investor concern over the sustainability of the AI boom. Worries intensified following news related to Nvidia's major AI supply agreements and rising debt insurance costs. Analysts point to fears over excessive capital expenditure, crowded trades in AI-related stocks, and high corporate debt levels. Market sentiment has soured ahead of key earnings reports from major tech firms, including Meta and SK Hynix. While SK Hynix is expected to post record results, its recent 38% price drop from June highs reflects deep skepticism about whether AI infrastructure spending can maintain its pace and deliver returns. The sell-off appears more driven by a sharp deterioration in sentiment than by immediate fundamental changes.

marsbitHace 2 días 03:06

Japanese and Korean Stock Markets Crashed! Nikkei Plummets Over 4%, KOSPI Plunges 8%, Market Panics Ahead of AI Giants' Earnings Week

marsbitHace 2 días 03:06

Bitcoin OG selling eases as dormant BTC movement hits 4-year low: Galaxy

According to research from Galaxy, the movement of long-dormant Bitcoin reached its lowest level in four years during the second quarter, indicating a significant reduction in selling pressure from long-term holders. The metric "coin days destroyed," which emphasizes older coins, showed a similar decline. Analyst Alex Thorn noted that earlier spikes in activity were driven by veteran holders, or "OGs," taking profits, mirroring patterns from the 2017 bull market. The current low level of dormant coin movement suggests these long-term investors have largely slowed their distribution after a period of elevated selling in 2024 and 2025, opting instead to hold their assets.

cointelegraph07/27 09:40

Bitcoin OG selling eases as dormant BTC movement hits 4-year low: Galaxy

cointelegraph07/27 09:40

Why Robinhood Chain’s memecoin boom has 63% of traders losing money

Robinhood Chain's memecoin market is experiencing high activity but unequal rewards. An analysis of 164,538 wallets shows 63% are unprofitable, with only a small fraction of traders capturing most gains. The net realized profit across all tracked activity is minimal at $1.87 million. This highlights a concentration of profits where the majority often provides exit liquidity for a few winners. The market's reliance on narratives over fundamentals is evident, as seen with the DADDY token's sharp decline following negative headlines. However, more established memecoins like Pepe (PEPE), Dogecoin (DOGE), and Shiba Inu (SHIB) demonstrate greater resilience due to strong communities, utility, and liquidity. The trend suggests future cycles will favor these enduring qualities over temporary hype.

ambcrypto07/20 13:47

Why Robinhood Chain’s memecoin boom has 63% of traders losing money

ambcrypto07/20 13:47

Why analyst expects Bitcoin ETF will follow gold’s ‘triumph and pain’ pattern

Bloomberg ETF analyst Eric Balchunas suggests U.S. spot Bitcoin ETFs could follow the historical 'triumph and pain' pattern of gold ETFs, experiencing dramatic gains, painful drawdowns, and extended recoveries before ultimately surging to new record highs. Despite significant outflows and a price drop from over $126,000 to around $64,000, with a brief dip below $60,000, spot Bitcoin ETF holdings remain relatively resilient with only 10% of holders exiting compared to deeper outflows in gold ETFs. While long-term Bitcoin holders have so far refrained from becoming net sellers, a key risk is their potential shift to selling. Analyst caution notes that renewed geopolitical tensions in West Asia and rising oil prices above $80 could act as headwinds, capping Bitcoin's upside in the near term and testing its role as a hedge asset.

ambcrypto07/18 21:03

Why analyst expects Bitcoin ETF will follow gold’s ‘triumph and pain’ pattern

ambcrypto07/18 21:03

Bitcoin miner stress returns to historic lows – Is a BTC recovery near?

Bitcoin mining stress has hit historic lows, comparable to past capitulation periods in 2015, 2018, 2020, 2022, and 2024. Despite two consecutive downward difficulty adjustments, mining profits remain low, forcing weaker miners to sell reserves. However, this process may reduce long-term selling pressure. Investor sentiment is also extremely pessimistic, with Bitcoin's Sharpe ratio hitting -20, reflecting one of the worst risk-adjusted return periods this cycle. Similar conditions in past cycles preceded extended accumulation phases where sellers exhausted their steam. The alignment of miner exhaustion and negative market sentiment could eventually fade downside pressures, potentially setting the stage for a broader market recovery if long-term holders continue absorbing supply and volatility subsides.

ambcrypto07/06 11:04

Bitcoin miner stress returns to historic lows – Is a BTC recovery near?

ambcrypto07/06 11:04

Bitcoin Remains Below Glassnode’s $77,200 True Market Mean

Glassnode's latest report indicates Bitcoin continues to trade below its "True Market Mean," a key on-chain model estimating the average acquisition price of economically active coins at approximately $77,200. With BTC price roughly 15% below this level, the market is characterized as being in a repair or bearish regime rather than a confirmed bullish recovery. Trading below this cost-basis metric suggests a significant portion of active supply is under pressure, which can hinder rallies as underwater investors may sell into rebounds. The report highlights ongoing stress among short-term holders, contributing to market sensitivity. While a defense of current support levels shows demand, a sustained reclaim of the $77,200 True Market Mean is viewed as a more constructive signal for a broader regime shift than a simple relief bounce. For a bullish recovery to be confirmed, the market needs sufficient demand to overcome this overhead cost pressure.

bitcoinist06/19 00:02

Bitcoin Remains Below Glassnode’s $77,200 True Market Mean

bitcoinist06/19 00:02

Introducing: Market Compass

Glassnode introduces Market Compass, a dashboard providing a unified view of Bitcoin market conditions. It consolidates thousands of on-chain and market metrics into seven "lenses." Four forward-looking lenses (Macro, Capital Flows, Investor Behavior, On-Chain Fundamentals) feed a headline composite score from 0 (Risk-Off) to 100 (Risk-On). Three standalone lenses (Cycle Position, Derivatives, Cross-Asset Rotation) describe the current market structure. In the current reading, the headline score is 14/100 (Risk-Off), indicating a defensive regime. The Macro lens is the weakest at 23, constrained by a strong US Dollar (DXY) trading above its 200-day average. While the other forward-looking lenses show moderate improvement from recent lows, the overall picture suggests bottom-fishing within an unturned market cycle. Key observations include stablecoin supply shrinking (reduced buying power), long-term holders absorbing supply, tepid on-chain demand, and a derivatives market coiled for a potential move. The tool is designed as a contextual map, not a direct trading signal, synthesizing complex data into a single coherent read.

insights.glassnode06/18 18:33

Introducing: Market Compass

insights.glassnode06/18 18:33

Is There Really a "World Cup Curse" in the Market?

Is there really a "World Cup Curse" affecting markets? Historical data shows global equity markets often underperform during the tournament. The S&P 500 has averaged negative returns of -1.5% to -2.11% across 19 World Cups since 1950, with declines in 58% of events. China's Shanghai Composite fell in 71% of tournaments since 1994. Studies confirm reduced trading activity during matches, with volumes dropping significantly, especially when a home nation plays. A team's loss can also lead to negative sentiment and selling pressure in its domestic market the next day. However, the "curse" may be partly attributed to seasonal weakness. Many tournaments are held in June-July, a historically weaker period for stocks ("Sell in May and go away"). The 2022 Qatar World Cup, held in November-December, saw a smaller drop in trading volume compared to summer events, suggesting timing plays a role. The cryptocurrency market's performance during World Cups has been mixed and largely driven by its own major catalysts (e.g., Mt. Gox hack, FTX collapse, halving cycles) rather than the tournament. Investment opportunities have shifted over time. Traditional beneficiaries like TV manufacturers have seen fading returns as streaming platforms become the core viewing channel. Classic consumer plays like beer and sportswear face challenges from changing consumption trends. Newer digital assets, like fractionalized collectible player cards on blockchain, have seen explosive growth. While gambling is a traditional sector, prediction markets are emerging. In conclusion, while a statistical correlation exists, the World Cup's direct impact on markets is likely limited and intertwined with seasonal patterns. With lower liquidity during the event, the simplest strategy for many might be to step back from trading and enjoy the games.

marsbit06/15 03:23

Is There Really a "World Cup Curse" in the Market?

marsbit06/15 03:23

Software Stocks Scared by AI, How Did They Suddenly Become the Hottest Spot in the U.S. Stock Market?

Software stocks, once feared to be doomed by AI, have staged a dramatic comeback, posting their largest two-day outperformance against the S&P 500 in 25 years. Stocks like Snowflake and Datadog surged over 50% in days, fueled by strong earnings that countered earlier panic. The narrative that AI would render traditional software obsolete has flipped. Reports show AI isn't replacing software but becoming a major user of it, requiring databases, security platforms like Okta, and workflow tools. The low hedge fund positioning in software, at a multi-year low, triggered a massive short squeeze and rally. Analysts now argue the profit wave is shifting from AI hardware to software, as companies integrate AI into complex, governed business processes. The key insight is that enterprises pay for the ability to turn AI "intelligence" into reliable, compliant business outcomes—a gap that established software companies are well-positioned to fill. AI isn't killing software; it's redefining its role and creating new demand.

marsbit06/03 02:37

Software Stocks Scared by AI, How Did They Suddenly Become the Hottest Spot in the U.S. Stock Market?

marsbit06/03 02:37

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