ThisIsTranslateContent:Jiang

Bitcoin held above 62,000 amid the firing—what does this “downside resilience test” mean?
In the past few days, the crypto market has gone through an interesting stress test. The situation between the U.S. and Iran suddenly escalated: Trump announced that the U.S.-Iran memorandum of understanding had been “terminated,” the U.S. military launched a new round of strikes on Iran, and Brent crude oil rose by more than 7% at one point and broke above $80. According to the playbook from the past, with a geopolitical shock of this level, Bitcoin should have dropped by at least 5%. But what happened i

The meme craze is back: over $15 billion worth of trading volume has flowed into SOL in one week—how long can the “golden dog” rally last?
This week, the SOL ecosystem has been lifted by meme coins. Total trading volume has exceeded $15 billion. Estimated aggregate capital inflows are $1.8–$2.8 billion. Total market capitalization is already approaching its historical high. With “golden dogs” appearing frequently, the wealth-building effect is maximized, and on-chain activity as well as capital turnover have risen significantly.
This meme-driven rally has a few characteristics:
First, capital

#美终止对伊朗石油制裁豁免 U.S. ends Iran oil sanctions exemption, oil prices jump 5% — Will the crypto market “dance” to inflation next?
On July 7, the U.S. Department of the Treasury revoked the license for Iran’s oil sales exemption, with follow-up trading allowed only until July 17. WTI crude oil and Brent crude both rose more than 5% intraday. The rationale points to Iran’s recent attack on three commercial vessels in the Strait of Hormuz, and on the same day the U.S. military announced that it had completed a new round of military strikes against Iran.
With just 10 days left in the exemption window,

7.8 Afternoon Real-time Supplement
Morning strategy fully realized, market movement highly consistent with early morning forecast, point and rhythm precisely grasped.
BTC light long test near 62460-62520, stop loss 62440, target 62900/63050;
Above, wait for reversal short opportunity in 62950-63060 range, stop loss 63120, target 62600/62460.
The market fell from intraday high of 63062 to 62457, 5-minute chart spiked and then pulled back under pressure, AVL average 62694 forms resistance above, short-term oscillating weakly but not suitable for chasing shorts. Below, 62450-62520 is the key intr

Fed meeting minutes hit at 2 a.m.—after the whales accumulated and Strategy reduced its holdings, the market is waiting for a direction.
Ahead of this, whales accumulated 270,000 BTC over two weeks; afterward, Strategy cashed out 3,588 BTC—bulls and bears each doing their own thing. At 2:00 a.m. Thursday, the first set of Fed meeting minutes after Warsh took office was released, and the market held its breath.
What should you look for in these minutes?
Look at the wording describing risks of economic downside. Morgan Stanley noted that Warsh is becoming balanced in the “dual mandate,” no longe

Over the past week, the market has been like a giant beast just surfacing from deep water, testing its breath.
BTC briefly surged through the $64,000 mark, and ETH also rose above the $1,800 threshold. Across the entire network, there were liquidations totaling more than $500 million. But no one can say for sure whether this is enough to breathe steadily.
There are two things worth noting:
First, Citi lowered its target price. The reason is that the narrative of ETF capital inflows is falling apart.
Second, Strategy broke its “never sell” pledge and cashed out $216 million.
By rights, this sho

Mining stocks decoupled from BTC? It's not Bitcoin falling, it's the "AI compute narrative."
10x Research released an interesting report: Bitcoin mining stocks have dropped about 20% since April, essentially decoupling from BTC's price trend. If mining stocks aren't following Bitcoin anymore, what are they following? They're following AI and semiconductors.
RIOT's stock price movement is now increasingly correlated with the SOX semiconductor index rather than with BTC. Mining stocks have been repriced in the market as "AI compute infrastructure" rather than "Bitcoin beta."
This explains why BT