Crypto Pulse—Trending Topics

Overview A company reported record revenue, record backlog, and gross margin guidance for the next quarter that sits below what it just delivered. All three appeared in the same filing, and together they define where Rocket Lab actually stands. According to Rocket Lab's second quarter 2026 results, revenue for the quarter ended June 30 reached $234 million, up 62% year over year and $34 million above the previous quarterly record, while backlog grew to $2.36 billion, up 137%. The same release gu

Macro & Market Sentiment(Market Data) · BTC Price: $64,007 (24h -1.75%) · Funding Rate: +0.0015% · Fear & Greed Index: 37 (Fear) (Key Events Ahead)· Bank of Japan Policy Board member suggests rate hikes may come faster than market expectations, stating policy rate must be raised above the lower bound of neutral rate estimates to achieve monetary policy normalization. Trading Signals / Hotspots(BTC · Extreme Sentiment) · BTC at $64,007 (24h -1.75%), Fear & Greed Index at 37 (Fear), funding rate a

Overview A stablecoin's circulation grew 19%. Its onchain transaction volume grew 151%. Its issuer's revenue grew 7%. All three numbers come from the same quarterly report, and the gap between them is the most instructive thing in the stablecoin business model right now. According to Circle's second quarter 2026 results, USDC in circulation reached $73.3 billion at quarter end, up 19% year over year, onchain transaction volume hit $14.8 trillion, up 151%, and total revenue and reserve income cam

Overview This inflation print is not about how fast the Federal Reserve cuts. It is about whether the Fed hikes. That framing shifted on July 29, when the Federal Open Market Committee voted 9 to 3 to hold rates steady with three regional Fed presidents formally voting to raise by a quarter point. CNBC's coverage of the decision noted it was the first time since September 2016 that three policymakers dissented in favour of a hike. The data lands at 8:30 a.m. Eastern on August 12. Per the Bureau

I. Macro & Market SentimentMarket DataBTC price: $65,153 (24h +0.51%)Funding rate: +0.0076%Fear & Greed Index: 40 (Neutral)Key Event PreviewIran and Oman are negotiating and close to reaching an agreement on the management of the Strait of Hormuz and ship navigation routes; the reopening of the strait also depends on the US fulfilling the memorandum; US Vice President Vance stated that Iran has informed them there are currently no plans for strait transit fees.Focus on changes in macro market ri

Overview A company that spent six years and more than $60 billion assembling a bitcoin position is now selling those coins below cost, while its founder said on the same morning that he has never sold a single satoshi of his own. According to The Block's report, Strategy disclosed in an 8-K that it sold 1,638 bitcoin for roughly $104.7 million last week, cutting holdings to 842,138 BTC, and hours later Michael Saylor posted on X that "Strategy is a public company, not my wallet," adding that sin

Overview Bitcoin's consensus rules have not changed since Taproot activated in November 2021, the longest quiet stretch in its history. Around August 9, that quiet faces its first real stress test. Per the formal BIP-110 specification, the proposal enforces a mandatory signaling period between blocks 961,632 and 963,647, during which blocks that do not signal bit 4 are rejected as invalid by nodes enforcing the rule. One thing needs stating immediately: this is not an approved Bitcoin upgrade. C

Overview The question that consumed all week now has an answer. The US Senate will not vote on the crypto market structure bill before its summer break. CoinDesk reported that multiple individuals following the legislation confirmed there would be no vote on the Digital Asset Market Clarity Act before the recess, with Majority Leader John Thune confirming through a spokesperson that there would not be a vote in August but that there would be one next month. What matters for markets is not the ou

I. Macro & Market Sentiment (Market Data)· BTC price: $64,348 (24h -0.28%) · Funding rate: +0.0019%· Fear & Greed Index: 38 (Fear) (Key Event Preview)· The market awaits the release of non-farm payroll data to confirm expectations of an economic slowdown; Fed's Daly stated that aggressive interest rate measures would be taken if inflation pressures intensify. II. Trading Signals / Hotspots Gold (Major Catalyst)· Spot gold stands above $4,300 per ounce, up $250 this week; the US July ADP employme

Overview When the binding constraint on compute shifts from chips to electricity, the assets that supply the electricity get repriced. On July 31, Westinghouse Electric Company confirmed it had confidentially submitted a draft registration statement for a US initial public offering to the Securities and Exchange Commission. Reuters reported that the nuclear technology and services supplier, jointly owned by Cameco and Brookfield Renewable Partners, was joining a wave of nuclear companies tapping