Crypto Pulse—Trending Topics

Overview Bitcoin reclaimed $65,000 on July 15, up roughly 4% on the week, but the rebound draws debate not because of the price itself but because price strength has clearly diverged from on-chain data: spot and futures volumes are falling, blockchain activity is low, and the Coinbase premium has turned negative, while the main fuel behind the move is short covering and a brief return of ETF inflows rather than organic spot demand. When a rally runs mostly on forced short liquidations rather tha

Overview The market's sensitivity to Arm's July 29 report is not about whether it grows — growth is nearly assured — but about two sharper questions: whether a forward multiple near 40 times can be caught up by fundamentals, and whether the strategic bet to extend from pure licensing into building its own chips is starting to show its cost. Last quarter Arm posted record royalty revenue and guided royalty growth back toward roughly 20%, but research spending rose sharply and operating margin cam

Overview The market's focus on Meta's July 29 report has little to do with whether advertising can set another record — that is close to a foregone conclusion. It centers on a sharper contradiction: last quarter Meta grew revenue 33%, its fastest pace since 2021, and the stock still fell more than 6% after hours. The trigger was not the result but the decision to lift 2026 capital expenditure guidance toward $145 billion, nearly double the prior year. When an advertising company deploys the best

Overview The latest US Consumer Price Index (CPI) report has prompted investors to reassess one of the market's most important assumptions: how quickly the Federal Reserve can begin easing monetary policy. The reaction extends far beyond inflation itself. Treasury yields have climbed, the US dollar has strengthened, equities have repriced, and cryptocurrencies have experienced renewed volatility. Rather than debating whether the Fed will eventually cut rates, investors are increasingly focused o

Overview The MiCA first week effect after full implementation has emerged primarily through a redistribution of market access rather than an independent shock to Bitcoin or major crypto prices. The European Union’s longest transitional period under the Markets in Crypto-Assets Regulation ended on July 1 2026. Firms that had continued operating under older national virtual-asset registration systems generally needed MiCA authorization or had to stop providing regulated services to EU customers on

Overview AMD will report its second-quarter 2026 results after the US market closes on August 4. The central question is no longer simply whether revenue reaches the company’s roughly $11.2 billion target. Investors want evidence that data-center AI growth can continue supporting expectations that have risen alongside semiconductor valuations. According to AMD’s first-quarter earnings release, the company expects second-quarter revenue of approximately $11.2 billion plus or minus $300 million. T

Overview Two weeks after the Robinhood Chain mainnet went live, sorting its projects has become a genuine investment question. On one side sit protocols with clearly assigned roles: Arcus, built by the dYdX team; Lighter, which committed $11 million in incentives; and Morpho, the lending engine beneath Robinhood Earn. On the other side sits CASHCAT, a meme coin that hit roughly $150 million in market value within a week, trailed by thousands of copycats. The chain carries a distribution pipeline

Overview The market's interest in Robinhood Chain has little to do with the arrival of yet another Ethereum layer-2 — that field was crowded long ago. It has everything to do with who issued it: a licensed brokerage with more than 23 million retail accounts putting its core product onto rails it owns. Since the July 1 mainnet launch, tokenized stocks, decentralized lending, and around-the-clock trading have gone live across more than 120 countries, with US persons explicitly excluded. The combin

Overview The collapse of US-Iran peace efforts and fresh attacks on oil tankers have returned the Strait of Hormuz to the center of global energy pricing. Two Emirati tankers were struck by missiles on July 13, killing one Indian crew member and injuring several others. The United States then reinstated measures blocking Iranian shipping as military exchanges intensified, rapidly reversing the de-escalation premium that had lowered crude prices earlier in July. According to the latest Reuters oi

Overview Oil prices surged overnight and pushed investors to reconsider whether the Bank of England and the European Central Bank may need to tighten monetary policy again. The issue is not that a single daily move in crude can force an immediate rate increase. The concern is that Europe’s recently improving inflation outlook may once again be vulnerable to an energy supply shock. Brent crude returned above $85 a barrel on July 13 and 14. According to a Reuters global markets report, Brent rose