Crypto News &amp; Market Telemetry

Senate Delays CLARITY Vote, Crypto Industry Pushes Back

A procedural setback in the U.S. Senate has pushed the CLARITY Act vote into the post-recess period, drawing criticism from crypto advocates who say regulatory uncertainty is stalling market structure reform. The delay keeps pressure on lawmakers as the industry waits for clearer rules on digital asset oversight.

Bitcoin Slides as Oil Jumps 5% on Hormuz Setback

Bitcoin gave back weekend gains as risk assets weakened alongside US stocks, after Iran cooled hopes for a quick reopening of the Strait of Hormuz. Despite the pullback, analysts say institutional Bitcoin inflows remain exceptionally strong and could support the market if macro pressure eases.

Market Alpha3 min read

Standard Chartered Sees LINK Soaring on RWA Boom

Standard Chartered says Chainlink’s LINK token could climb to $200 by 2030 as tokenized real-world assets expand toward a $4 trillion market. The bank argues rising demand for oracle infrastructure could make LINK a major beneficiary of onchain finance adoption.

Bitdeer Boosts Bitcoin Mining Output Nearly 5x in Q2

Bitdeer significantly scaled up Bitcoin production in the second quarter, mining 2,694 BTC as output surged nearly fivefold year over year. Despite the production jump, the company ended Q2 with just 150 BTC on its balance sheet after earlier treasury liquidations.

Strategy Sells 1,690 BTC for $108.6M STRC Buyback

Strategy has sold 1,690 Bitcoin to fund a $108.6 million repurchase of STRC shares, while its U.S. dollar reserve climbed to $4.65 billion and its Bitcoin treasury slipped to 840,447 BTC. The move highlights how the company is balancing Bitcoin exposure with capital management amid shifting market conditions.

H100 Jumps to No. 2 in Europe With 3,506 BTC

Sweden’s H100 has more than tripled its Bitcoin reserves after completing a 2,455 BTC acquisition, lifting total holdings to 3,506 BTC and making it Europe’s second-largest Bitcoin treasury. The move underscores growing corporate conviction in Bitcoin as a balance-sheet asset.

UK FCA Prepares Rules for Tokenized Gold Collateral

The UK’s Financial Conduct Authority is reportedly developing a framework for tokenized gold, including how the asset could be used as collateral in wholesale markets. The move could help bring one of the world’s oldest stores of value into regulated digital finance.

Technology3 min read

Bitcoin Red Team Founder Warns of 1,288 Flaws

A leading Bitcoin security researcher says his team has uncovered 1,288 critical and high-severity vulnerabilities across the Bitcoin ecosystem, underscoring persistent security risks despite the network’s reputation for resilience. The disclosure highlights how AI tools and global talent are reshaping crypto security research.

Australia Forces Cryptolink Bitcoin ATMs Offline Over Reporting Failures

Australia’s financial watchdog has suspended Cryptolink’s registration for three months after repeated compliance lapses, escalating pressure on the Bitcoin ATM operator following a prior fine of A$56,340. The move signals tighter scrutiny of crypto cash services as regulators push for stronger anti-money-laundering controls and reporting standards.

Technology3 min read

First Quantum Crypto Attack May Look Like a Breach

The first real-world attack from a cryptography-breaking quantum computer may not look like a dramatic headline event, but rather an ordinary security breach. Industry experts warn that attackers are more likely to quietly exploit vulnerable wallets and infrastructure than to target high-profile Bitcoin addresses.

BIP-110 Fails as CLARITY Vote Delayed to September

Bitcoin proposal BIP-110 appears to have effectively collapsed after producing only a tiny two-block chain, underscoring weak miner support and limited momentum. Meanwhile, the long-awaited CLARITY Act is set for a Senate vote in September, though market odds still favor a rejection.

Bitcoin Anti-Spam Fork Stalls After Only Two Blocks

A proposed Bitcoin anti-spam fork has effectively ground to a halt after mining just two blocks, with only 2.53% of miners supporting the chain. The weak hash rate leaves the network vulnerable to long block delays and far from any difficulty adjustment, underscoring how difficult it is to split Bitcoin consensus.

Clarity Act Delay May Be a Bullish Reset for Crypto

The Senate’s decision not to hold a procedural vote on the Clarity Act this month has frustrated the crypto industry, but the setback may not be as damaging as it first appears. In a market where regulatory certainty matters, a slower timeline could still leave room for a stronger, more durable outcome.

Market Alpha3 min read

Hyperliquid RWA Perps Surge Pressures HYPE Revenue

Hyperliquid’s real-world asset perpetuals are driving record open interest, but the growth is coming at a cost: platform revenue backing HYPE has now declined for four straight quarters. A fee-sharing model that routes half of trading fees to external builders is helping expansion while compressing the economics for token holders.

Bitcoin ETFs See $853M Inflows as IBIT Leads

U.S. spot Bitcoin ETFs attracted $853.54 million in net inflows last week, marking their strongest weekly demand since mid-April. BlackRock’s IBIT captured the largest share, underscoring continued institutional appetite for Bitcoin exposure through regulated products.

Market Alpha3 min read

Crypto Shakeout Accelerates as 100+ Projects Collapse

The crypto market is entering a dot-com-style purge, with more than 100 projects folding as investors increasingly favor protocols with real users, revenue, and durable cash flow. The reset is likely to strengthen surviving networks while exposing weak token models and unsustainable startup valuations.

BIP-110 Bitcoin Fork Stalls as Miner Support Lags

The enforcing BIP-110 Bitcoin branch has slowed to a crawl after producing just two blocks, highlighting weak miner participation and a widening gap between the fork’s rules and real hashpower support. The stall underscores how difficult it is for mandatory signaling upgrades to gain traction without broad mining consensus.

Brazil Plans 24-Hour Crypto Transfer Holds for Fraud

Brazil is moving to tighten crypto oversight with new rules that could delay certain transfers by up to 24 hours starting Jan. 1, 2027. The proposal targets large outbound transactions to overseas providers and self-custody wallets, aiming to curb fraud and suspicious activity.

Bitcoin Fork BIP-110 Stalls After Two Blocks Mine

The controversial Bitcoin fork BIP-110 has slowed to a crawl after mining just two blocks, highlighting the risks of launching a breakaway chain with too little hashpower. Despite the pause, both chains still recognize the same transactions, creating a confusing and potentially risky environment for users and miners.