• U.S. plans a Strategic Bitcoin Reserve of about $20B from forfeited BTC per executive order. After 16 months, no holdings announced, no new BTC acquisitions; agencies debate legal custody.
  • JPMorgan said a strategy could create up to $1.25B of sell pressure on Bitcoin. On‑chain data flagged BTC moves tied to July 1 activity.
  • Riot sold 3,778 BTC in Q1 2026 for $289.5M—over twice its production—and moved 500 BTC to NYDIG in June; reported treasury about 15,680 BTC.
  • BTCUSD fell ~0.2% in early Asia. June ETF outflows hit $4.5B. Long-term holders resumed net buys. BTC trades below its 200-day MA amid easing inflation and softer U.S. jobs.
  • K33 says over 50% of circulating Bitcoin (BTCUSD) is held at a loss; historically this precedes cycle lows. K33 warns large sellers, including spot ETF holders, could affect market dynamics.
  • US spot Bitcoin ETFs saw net inflows for a second day; BTCUSD’s price-to-Nasdaq correlation rose to +0.72 from negative, signaling increased link with the tech-heavy index.
  • BTCUSD dropped from >$64,000 to below $62,000 within minutes after Trump said the Iran MoU was 'over', triggering a quick intraday reversal and higher volatility as gains were erased.
  • Vanguard said in Dec 2025 it will let brokerage clients access funds holding Bitcoin (BTC), Ethereum, XRP and Solana; announcement from CEO Salim Ramji affects BTC spot ETF access.
  • Analyst: if momentum fades, BTCUSD may correct to $60,000–$62,000, a zone with many long positions; US Strategic Bitcoin Reserve holds ~328,372 BTC.
  • BTCUSD: buy orders and stops cluster near $61,000, primary support at $60,000. Close above $64,650 would target $65,600 and $67,000; otherwise pullback likely.