Sunday, 26 July 2026 · No. 115
Iran strikes sustain Hormuz pressure as Bitcoin stays inside 64,000-64,500 dollars.
The Lead
Bitcoin trades near 64,400 dollars inside a tight band where exchange outflows continue but fail to lift price. MVRV at 1.22 leaves little room for sellers to exit without realizing losses, yet volume stays low and sentiment pinned in fear territory. US-Iran strikes keep energy supply lines under direct threat even as Brent hovers near 89 dollars, while the 10-year yield sits steady at 4.69 percent. The contradiction sits in the network: hashrate near 900 EH/s shows no sustained miner expansion despite price stability and no difficulty-driven rebound yet. Will persistent Gulf friction force a repricing of dollar liquidity before the next FOMC, or will it remain contained while Bitcoin stays range-bound?
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The Reading
Threat
QUIET
Conviction
65/100
41 sources cited
At Publication
Now and change since Sun 26 Jul
- BTC Price
- $64,387
- 24h Change
- 0.67%
- Fear & Greed
- 26
- Hashrate
- 900.7 EH/s
- MVRV
- 1.22
- Block Height
- 959,664
- S&P 500
- 7,411.98
- VIX
- 18.58
- Gold
- $4071
- DXY
- 101.47
- US 10Y
- 4.68%
- Oil
- $89.31
In This Briefing
The Wire
ECONOMY
Oil prices may fall, but gasoline prices won’t. Look at the trap we’re in. — MarketWatch
CONFLICT
New front in US-Iran war escalates as Houthis fire at Saudi oil facilities — Al Jazeera
CONFLICT
US military disables tanker accused of breaking the Iran blockade — Al Jazeera
POLITICAL
Trump sued hours after new tariffs take effect, as experts say they may not hold up — CNBC
DISASTER
France and Spain fires force more than 200,000 to flee homes — NPR World
DISASTER
European tourists found alive after speedboat sinks in Indonesia — Sky News
Sources (41)
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