Topic: #macro
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Fed holds rates 9-3; three officials vote for hike, Bitcoin tests $64K
The Federal Reserve held rates at 3.50%-3.75% on July 29 in a 9-3 vote, with three officials preferring a hike—the first such split since 2016. Bitcoin briefly topped $64,000 before retreating, with analysts citing weak catalysts and low volume near key support levels.
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Crypto VC Firms Plummet to 150, Lowest Since November 2020
The number of active venture firms in crypto funding has collapsed to 150 through July 28, marking the lowest count since late 2020 and representing an 87% decline from the May 2022 peak of 1,177 investors.
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Insurance Index hits record high as Wall Street rotates from AI
The S&P 500 Insurance Index reached an all-time high Tuesday as institutional capital shifted from AI-exposed tech stocks to defensive sectors, signaling cooling risk appetite that could ripple across high-beta assets including crypto.
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Bond market cools on rate hikes as inflation eases, shifting crypto risk calculus
A softer-than-expected inflation reading in mid-July unwound aggressive rate-hike bets, pulling Treasury yields lower and easing the opportunity cost of holding Bitcoin and other risk assets. The 10-year yield now sits near 4.40-4.48%, leaving crypto with limited cushion before risk-off conditions return.
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Dow hits record as tech earnings and Fed meeting converge
The Dow Jones hit record territory on July 27 while the S&P 500 and Nasdaq lagged, as investors brace for Big Tech earnings, a Federal Reserve decision, and a major crypto derivatives expiration all within one week.
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Bitcoin stays range-bound near $65,500 as mega-cap earnings loom
Jeff Ko, chief analyst at CoinEx, expects bitcoin to remain range-bound this week as oil retreats, the 10-year Treasury yield approaches 4.7%, and Apple, Microsoft, Meta, and Amazon report earnings that could indirectly shape crypto liquidity.
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Red Sea shipping hits record low after Houthi attacks on Saudi oil
Shipping through the Bab el-Mandeb Strait dropped to eleven vessels on Sunday—the lowest level in months—after Houthi attacks on Saudi Aramco facilities disrupted Middle Eastern energy export routes.
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MAS tightens monetary policy for first time since 2022 as oil prices surge
The Monetary Authority of Singapore raised its core inflation forecast and steepened the Singapore dollar's exchange rate band on April 14, citing energy-driven price pressures from Middle East tensions. The move marks the first tightening in four years.
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US Oil Prices Fall 8% on US-Iran Ceasefire and Diplomatic Talks
US crude oil prices dropped over 8% following announcements of a US-Iran military halt and entry into negotiations, with market participants citing reduced geopolitical risk as the primary driver of the decline.
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Bitcoin trapped between $65K and $62.5K resistance levels
Bitcoin is trading near $64,500 this weekend, positioned between $65,000 resistance and $62,500 support—the two levels that will determine whether the week closes with a recovery rally or a breakdown toward $60,000.
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Ukrainian drone strike kills sailor on Caspian Sea vessel
A Ukrainian drone strike on a vessel in the Caspian Sea killed a sailor, according to Iran, marking an escalation in military operations that threatens regional energy markets and shipping insurance costs.
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Brent crude nears $100 as Trump faces limited price-control options
Brent crude is trading near $98.49 per barrel as geopolitical tensions and supply disruptions push oil toward the $100 psychological threshold. Trump has few levers left to control prices, while market odds for a new all-time high by year-end have climbed to 17.5%.
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Houthi attacks disrupt Red Sea oil shipments; Bab el-Mandeb Strait remains open
Yemeni Houthi rebels have disrupted oil shipments through the Red Sea by targeting Saudi-linked vessels and declaring a maritime embargo, though some tankers continue transiting the Bab el-Mandeb Strait. Insurance costs and regional tensions could escalate further.
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OPEC+ plans output increase despite production shortfalls
OPEC+ is planning another increase in oil production targets despite significant gaps between quotas and actual output, with markets interpreting the move as reducing crude's likelihood of reaching all-time highs by September 30.
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Houthi attacks on Saudi tankers push Brent crude past $98, rattling Bitcoin
Yemen's Houthi group struck two Saudi-flagged oil tankers in the Red Sea this week, driving Brent crude to a six-week high above $98 per barrel and rattling crypto markets including Bitcoin and XRP.
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Saudi Aramco Reroutes Crude Around Africa as Houthi Attacks Escalate
Saudi Aramco is discussing crude rerouting with Asian refiners as Houthi attacks in the Red Sea push Brent crude above $98 per barrel. The shift would add a month to delivery times and reshape global oil logistics.
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Houthi attacks force container ships to reroute south of Africa
Container ships are increasingly rerouting around Africa due to Houthi attacks in the Red Sea. Prediction markets now estimate a 27.5% probability the Bab el-Mandeb Strait will be effectively closed by September 30, up from 22% the previous day.
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Bitcoin tests $69K as Fed decision looms and whale accumulation stalls
Bitcoin trades $3,000 below the average cost basis for short-term holders as the Federal Reserve prepares its July 28-29 meeting. Whale-driven accumulation has reversed, and Glassnode's risk gauge remains bearish despite recent ETF inflows.
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Gulf oil producers invest billions in pipelines to bypass Strait of Hormuz
Saudi Arabia and the UAE are funding new pipeline infrastructure to create alternative routes for oil exports, reducing reliance on the Strait of Hormuz amid geopolitical tensions that threaten one of the world's most critical energy chokepoints.
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Houthi attacks on Saudi tankers push oil prices to six-week highs
Houthi militants targeted two Saudi crude tankers in the Red Sea, raising geopolitical tensions and driving Brent crude to $94.76 and WTI to $88.01—both marking six-week highs amid shipping route security concerns.
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Crypto industry directly supports 34,000 US jobs, contributes $55B to economy
The National Cryptocurrency Association's latest report shows the crypto sector directly employs 34,000 Americans and is on track to contribute over $55 billion to the economy in 2026, with crypto jobs paying an average of $133,000 annually.
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US 30-year Treasury yield tops 5% for longest streak since 2007
The 30-year Treasury yield has climbed to 5.14% as of late July 2026, marking the longest streak above 5% in nearly two decades. Rising inflation expectations and energy prices are reshaping the calculus for risk assets, including crypto, as investors demand higher compensation for long-term lending to the US government.
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Bitcoin Bounces to $66K, But Yield-Adjusted Valuations Lag 2020-21 Peaks
Bitcoin regained momentum on July 22, 2026, but yield-adjusted valuations remain far below 2020-21 peaks. Analysts warn that divergence between nominal prices and interest-rate-adjusted levels may resolve through asset price decline if oil-driven inflation persists.
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Red Sea insurance premiums double amid Houthi blockade
War risk insurance premiums for Red Sea shipping have more than doubled in recent days as Iran-backed Houthi rebels intensify attacks on vessels linked to Saudi Arabia and Israel, forcing many shipping companies to reroute around the Cape of Good Hope.