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Crypto quick links · July 31, 2026
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Scottie read 10x Research Market Updates, Checkonchain Bitcoin Newsletter, and Bitcoin Data Newsletter for someone who wants:
A crypto investor who wants market moves tested against positioning and data before acting on a dramatic narrative.
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Scottie example brief
July 31, 2026 · Quick links with descriptions
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AI Tech Repricing Repositions Bitcoin Ahead of FOMC
A 42% drop in South Korea's Kospi driven by AI tech repricing is shifting cross-asset capital flows. Traders are using options structures to manage Bitcoin positioning and cross-asset risk ahead of the FOMC decision.
Bitcoin Holds Flat Despite Yield Spikes and Tech Sell-Offs
Bitcoin remained unchanged over the past week despite a 15-basis-point surge in US 10-year yields and a 1.5% drop in the Nasdaq. Rising implied volatility shows traders are reassessing risk as cross-asset pressure builds.
Onchain Metrics Highlight Possible $52k Price Floor
Bitcoin's Cointime Price and Realised Price are converging near $52,000, signaling potential floor support from long-term holders. The metric intersection helps assess how mature holder cohorts defend price levels in bear markets.
Video Explores Halving Cycle Bottom Timeline for Late 2026
As Bitcoin price stagnates near $64,000, halving cycle models point to a bottom date range between November 2026 and January 2027. The analysis contrasts this timeline with popular calls for an October bottom at $50,000.
Analyst Session Addresses BIP-110, Liquidity, and Clarity Act
A subscriber Q&A evaluates Bitcoin's long-term trajectory, discussing how global liquidity trends and the Clarity Act influence future market recoveries. The session also covers potential chain split risks surrounding BIP-110.