📰 Key Highlights

đŸ”č Demand vs. Supply Tensions

As of July 25, on-chain data shows long‑term holders have sold over 210,000 BTC since early July, yet short‑term holders purchased around 250,000 BTC, indicating demand is currently surpassing available supply .

With the end of July approaching, Bitcoin is up roughly 8 % for the month — slightly above its historical average of 7 % gain in July since 2013 .

đŸ”č Price & Technical Context

Bitcoin is trading around $116,300–$116,400, down about 3 % in the past 24 hours and roughly 7 % below its mid‑June all-time high .

A key CME futures gap between $114,355 and $115,670 may attract price action seeking to fill it over coming sessions .

With August historically quieter in terms of liquidity and volatility, investors are cautious ahead of the expected lull .

đŸ”č Broader Market & Macro Drivers

Institutional appetite remains strong: Strategy Incorporated’s recent preferred equity offering—valued at over $2.5 billion—could translate into demand for roughly 21,500 BTC price‑wise .

Meanwhile, macro signals such as upcoming durable goods data and potential tariff and Fed policy developments could impact crypto risk sentiment .

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🧠 Why It Matters & Outlook

Bitcoin’s fixed supply and accelerating demand via both institutional and short‑term holders are reinforcing its scarcity narrative. However, technical pressures and an anticipated August slowdown introduce uncertainty.

If demand stays strong, Bitcoin may retest or surpass recent highs, especially toward the $122K–$123K region, though overhead resistance and profit‑taking risks linger.

Alternatively, if liquidity dries up ahead of the lull, price could dip toward $114K–$114.5K CME gap fill zones or lower support levels.

Lessons for investors: Keep an eye on:

ETF inflows and preferred-equity deals from corporate players.

On-chain transfers and supply metrics.

Macro and regulatory developments (e.g. U.S. trade policy, inflation data). $BTC #CryptoClarityAct #LatestNewsđŸ”„