GriffinAI (GAIN) падение

The U.S. and U.K. have jointly affirmed their commitment to fostering innovation in digital assets by outlining a cooperative roadmap for stablecoins and tokenized assets. Their 10-point statement emphasizes reducing regulatory friction, particularly by avoiding disproportionately burdensome reserve requirements for stablecoin issuers. This follows the Bank of England's softened stance on reserve rules, now more aligned with the U.S. GENIUS Act framework. However, a divergence in regulatory progress is emerging. The U.K. is advancing towards a comprehensive crypto regulatory framework set for 2027, which includes measures like deferring capital gains tax on crypto lending. In contrast, the U.S. faces significant political hurdles, with the key crypto market structure bill, the CLARITY Act, stalled and its chances of passage dropping to yearly lows. This political deadlock, marked by anti-tech rhetoric, risks leaving the U.S. behind in establishing a clear and frictionless framework for digital assets.

Shiba Inu (SHIB) is consolidating in early August 2026 after a nearly 40% jump from its June lows, trading around $0.00000471. Key technical levels include support at the 0.236 Fibonacci level ($0.00000467) and resistance around the 0.382 Fibonacci level ($0.00000505) coinciding with the 100-day EMA. Historically, August has been a slightly negative month for SHIB. A major bullish catalyst is Emirates Airlines' integration of SHIB (via Crypto.com Pay) for flight bookings, providing substantial real-world utility. Concurrently, global search traffic for SHIB has hit a three-month high, signaling renewed interest. The forecast suggests a bullish scenario targeting $0.00000536 if support holds and adoption momentum continues, while a bearish case could see a retest of support near $0.00000405 if profit-taking and seasonal weakness prevail.

The week saw a mixed and volatile performance for cryptocurrency ETFs, with Bitcoin and Ether funds showing opposite trends. Despite a mid-week recovery, Bitcoin ETFs ended the week with a net outflow of $61.53 million, breaking a three-week inflow streak. In contrast, Ether ETFs extended their positive run to four weeks with a net inflow of $27.42 million. Among altcoins, XRP and Solana ETFs attracted $14.86 million and $2.82 million, respectively, while Hyperliquid ($HYPE) funds saw significant outflows of $14.75 million. The Federal Reserve's decision to hold interest rates steady contributed to market sensitivity, with investors showing a selective preference for stable assets like Ether and specific altcoin opportunities over more macro-sensitive Bitcoin positions. Overall, July concluded with a net inflow of $172.8 million into Bitcoin ETFs, maintaining a modest monthly recovery.

U.S. stock markets were mixed on August 13th. While the S&P 500 and Nasdaq Composite rose, the Dow Jones Industrial Average was essentially flat. The catalyst was the July CPI report, which came in line with expectations across the board, keeping market pricing for a September Federal Reserve rate hike steady near 45%. The trading day's standout was a surge in AI-related sectors following the CPI release. AI cloud service providers Nebius and CoreWeave soared, while companies in the optical communications and memory chip spaces, including Coherent and SK Hynix, also posted significant gains. However, a stark reality check emerged after the closing bell. Despite reporting quarterly results that exceeded expectations, shares of optical communications leader Coherent and AI chipmaker Cerebras plunged in after-hours trading. Cerebras was hit by an unexpected drop in hardware revenue. Similarly, Cisco Systems shares initially rose on strong earnings and news of $4 billion in AI-related orders, only to reverse sharply lower later, highlighting increased investor scrutiny on valuations and growth sustainability in the crowded AI space. In other markets, gold extended its rally, oil prices rose, and Bitcoin rebounded from pre-CPI declines. Market focus now shifts to digesting the latest corporate earnings and upcoming U.S. retail sales data.

Fidelity and ARK led a net outflow of $131 million from Bitcoin ETFs on Thursday, as investor pressure spread across several major funds. ARK 21Shares' ARKB saw the largest withdrawal at $58.82 million, followed closely by Fidelity's FBTC at $55.12 million. Grayscale's GBTC also experienced outflows of $36.29 million. While Grayscale's Bitcoin Mini Trust and Morgan Stanley's MSBT attracted $38.93 million and $7.08 million respectively, the overall balance for Bitcoin ETFs remained negative. In contrast, Ether and XRP ETFs saw net inflows, continuing a trend of selective demand beyond Bitcoin. Ether ETFs gained $6.72 million, led by Grayscale's Ether Mini Trust, and the Bitwise XRP ETF attracted the entire day's inflow of $2.25 million. The activity was accompanied by reports of traditional banks, including Bank of Montreal and the National Bank of Canada, disclosing small positions in regulated XRP and Bitcoin investment products. While selling pressure was concentrated on Bitcoin, the session highlighted a divergence in crypto asset demand and the gradual integration of crypto-related products into institutional portfolios.