Saturday, 11 July 2026 · No. 100
US-Iran escalation lifts oil while Bitcoin stays range-bound near 64100 dollars.
The Lead
Bitcoin trades in a tight range near 64100 dollars with negligible volume and no clear breakout, leaving the structure pinned just above realized cost basis by an MVRV of 1.21.[1][2] Exchange outflows continue without corresponding inflows, while Fear and Greed sits at 26 amid contained liquidations that reflect muted leverage rather than fresh accumulation.[3] The overlooked contradiction is that US strikes on Iranian targets have lifted Brent toward 76 dollars and kept the dollar firm, yet equities show only marginal moves and Bitcoin registers no risk-off bid or safe-haven flow.[4][5] Network hashrate holds near 880 EH/s and Lightning capacity stays flat, confirming operational stability without capital commitment that would signal expansion. The question that lacks a clean answer is whether renewed exchange deposits will appear before the next difficulty adjustment or before higher energy prices tighten liquidity further.
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The Reading
Threat
QUIET
Conviction
66/100
25 sources cited
At Publication
Now and change since Sat 11 Jul
- BTC Price
- $64,121
- 24h Change
- 0.09%
- Fear & Greed
- 26
- Hashrate
- 886.7 EH/s
- MVRV
- 1.21
- Block Height
- 957,524
- S&P 500
- 7,575.39
- VIX
- 15.03
- Gold
- $4129
- DXY
- 100.97
- US 10Y
- 4.57%
- Oil
- $71.51
In This Briefing
The Wire
BITCOIN
Bitcoin analysts predict $300,000–$500,000 price in 2029. The math says no — CoinDesk
BITCOIN
U.S. Representatives Urge Senate to Vote on CLARITY Act in July, Address Ethics Concerns — BTC Magazine
ECONOMY
Prepare for the Fed to undo rate cuts that stabilized the economy, expert cautions — MarketWatch
CONFLICT
Iran war live: Trump threatens to ‘decimate’ Iran if it tries to kill him — Al Jazeera
CONFLICT
Saturday Deadline: US Orders Iran To Declare Hormuz Open, Toll-Free...Or Else — ZeroHedge
POLITICAL
U.S. government digital dollar set to be banned tonight under housing law's CBDC limit — CoinDesk
Sources (25)
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