"The amount of creative genius in any period is strictly in proportion to the amount of extreme attention."
- Simone Weil

QUESTION OF THE DAY

Q.What single data point would make you change your Bitcoin thesis this cycle—and why?

BITCOIN PRICE ACTION

• $1 Billion Bitcoin Accumulated In 24 Hours, Even As Profits Drop To 2-Month Low (BeInCrypto)
• Massive $14.6B Bitcoin and Ether Options Expiry Shows Bias for Bitcoin Protection (CoinDesk)\
• Bitcoin to drop below $100,000 in September, according to ChatGPT-5 (Finbold)
• Analysts flag further downside risk as crypto market retreat triggers $900 million in leveraged liquidations (The Block)
• Every investor category increased its Bitcoin holdings in Q2 (Finbold)

CORPORATE TREASURY

• Pantera Capital seeks $1.25 billion for Solana treasury firm (The Block, BeInCrypto)
• JUST IN: 🇭🇰 Hong Kong-based Boyaa buys 290 Bitcoin for $33 million. Companies still stacking. 🧱(@BTC_Archive)
• Psychedelics firm embracing Bitcoin strategy announces major update (The Street)
• SharpLink ETH treasury at $3.6 billion after adding over 56,000 ether (The Block)

BITCOIN MINING

• UAE reportedly holds $700M in mined Bitcoin: Arkham (Cointelegraph, BeInCrypto)

ETHEREUM

• Ethereum Price Soars 200% Since April on Surging Network Demand (CryptoPotato)
• Unknown Bitcoin OG Sells Coins To Buy $806,000,000 Worth of Ethereum (ETH) (The Daily Hodl)
• Ether breaks out against BTC, but new highs depend on $4.7K becoming support (Cointelegraph)
• BlackRock Buys the Dip With $314 Million in Ethereum (UToday)
• $5K ETH: Mission Impossible? Analysts Warn Binance Leverage Could Spark Sharp Correction (CryptoPotato)

ALTCOINS

• XRP Jumps 6% to Top Market Gainers as Bitcoin Retakes $111K (CoinDesk)
• XRP Futures Set Open Interest Record at CME, With $3.70 Eyed Next (CoinDesk)

ETFs

• Bitcoin ETFs Are Getting Dumped: 6-Day Outflow Spells Market Turmoil (CryptoPotato)
• Spot Bitcoin ETFs end six-day outflow streak with $219M inflows (Cointelegraph)
• Spot Ethereum ETFs post $444 million in daily inflows, outpacing Bitcoin ETFs (The Block)
• Bitcoin ETFs Need Almost $1B Inflows to Sidestep Second-Biggest Outflow on Record (CoinDesk)
• Ethereum, ETH Treasuries at 'Good Entry Point' After Market Pullback: Standard Chartered (Decrypt)

• JUST IN: Trading firm Jane Street increases Bitcoin ETF holdings to $3.4 BILLION. Wall Street is quietly accumulating. 🧐 (@BTC_Archive)

VOICES

• Tom Lee: Calls Ether bottom ‘in next few hours’ as BitMine buys 4,871 ETH (Cointelegraph, Decrypt)
• 🇺🇸 US Commerce Secretary Lutnick: "Bitcoin is going much higher." 🚀 Even Washington sees it coming. 👀 (@BTC_Archive)

• LARRY FINK: "Bitcoin is unrivaled. I've become a believer." (@BTC_Archive)

VIDEO OF THE DAY

PODCAST OF THE DAY

Bitcoin Stablecoins Will Beat The Dollar | Diego Gutierrez-Zaldivar (Supply Shock)