Crypto Pulse

Overview The Bank of England delivers its next rate decision on July 30, and the market's focus has shifted from when the cuts come to whether a hike arrives first. The Monetary Policy Committee is widely expected to hold Bank Rate at 3.75%, with the market-implied probability of no change near 86% based on SONIA futures pricing compiled by centralbank.watch. The real point is that this is no ordinary meeting. July 30 is a Super Thursday, when the rate decision, the quarterly Monetary Policy Rep

Strategy, BlackRock, Fidelity Digital Assets, Coinbase, and five other leading organizations have officially launched the Bitcoin Security Consortium (BSC), committing a total of $15 million over the next three years to strengthen Bitcoin's long-term security, support open-source software development, and fund critical security research.One of the consortium's first priorities is advancing post-quantum cryptography research to prepare Bitcoin for a future in which quantum computers become powerf

Pavel Durov, the founder of Telegram, has announced plans to integrate a non-custodial cryptocurrency wallet directly into the Telegram app. The new wallet will allow users to send and receive Gram—the new name for Toncoin following the TON ecosystem’s rebranding—almost instantly and with zero transaction fees.Unlike the current Wallet bot, which is operated by an independent company and relies partially on a custodial model, the new wallet will be fully non-custodial, giving users complete cont

After spending several months moving sideways, the crypto market is entering a period that has attracted significant attention from investors: Q4 2026. Historically, this quarter has often been associated with strong price movements across Bitcoin and the broader crypto market.However, a closer look at technical indicators, capital flows, and the broader macro environment suggests that Q4 this year could deliver a more meaningful recovery than what the market currently expects in the short term.

Overview The market's focus for the July 28-29 Federal Open Market Committee meeting sits not on the rate itself but on the language that follows it. Across data sources, the federal funds target range is expected to stay at 3.50% to 3.75%, which would be the fifth consecutive hold. The real divergence is directional. At the start of 2026 the debate was whether the Fed would cut at least once; against a backdrop of rising energy prices and sticky inflation, the conversation has shifted to whethe

BitMEX, the crypto derivatives platform that essentially created the perpetual swap and popularized 100x leverage trading, announced on July 23, 2026 that it will permanently cease operations. The closure takes effect on September 23, 2026 at 04:00 UTC, and the exchange has already stopped accepting new account registrations. For an exchange that helped define an entire category of crypto trading over more than a decade, the announcement marks a quiet, almost anticlimactic end. 1.How the Shutdow

Overview Bitcoin's relative stability during the recent decline in AI and semiconductor shares has reopened a question that markets have debated for years: is Bitcoin developing a pricing structure that is less dependent on traditional risk assets? The contrast became increasingly visible in July. According to Reuters' analysis of the global semiconductor pullback, the Philadelphia Semiconductor Index fell around 10% in the week ending July 17 and closed more than 20% below its late-June record.

Overview Markets had viewed GE Vernova's 2026 second quarter earnings as a critical test of whether electricity demand from artificial intelligence data centers was translating into real equipment purchases. The results are now available. GE Vernova reported sharply higher Power and Electrification orders, while data center related orders exceeded $5 billion in the first half of 2026, more than twice the total recorded during all of 2025. The report confirmed that AI infrastructure spending is r

Overview Following the integration of xAI into SpaceX under a $250 billion valuation transaction and deepened structural collaboration between Tesla and SpaceX on semiconductor production and embodied robotics, global markets are witnessing a major consolidation wave across artificial intelligence, aerospace, and physical hardware. Elon Musk is actively dismantling the boundaries of independent corporate entities by combining compute infrastructure, real-world physical data, proprietary chip man

Overview The market is comparing Tesla and SpaceX this summer for a concrete reason. On July 22, Tesla reported record quarterly revenue of $28.24 billion while its operating margin compressed to 1.4%, and the stock fell 14.5% the next session to close at $319.69. Around the same time, SpaceX, which completed the largest listing in history on June 12, has given back roughly half of its post-IPO peak of $225.64 and now trades below its $135 offer price. Both companies are directing enormous amoun