The US has started attacking Iran again; all this talk about peace is more of a pretext to keep the oil and stock markets in place until the right moment.
The strait has been closed again. The US has only 2–3 weeks of oil left, judging by the available information, so the shortage will grow in many countries…
🔼 $ETH for $15 000? Breakdown of a cyclical scenario
On X, analysis from Merlijn the Trader is gaining popularity. The author believes that $ETH is moving according to a clear three-phase pattern that has already played out in cycles from 2016–2018 and 2019–2021:
🔴 Manipulation — a hard market dump after reaching the peak.
🟠 Accumulation — a long, exhausting sideways range during which most people give up on the asset.
🟢 Distribution — a powerful impulse rally to new all-time highs.
According to this graphical model, right now #Ethereum is coming out of a prolonged accumulation phase. If history repeats, the final target of the current distribution cycle is in the $15 000 area.
#GalaxyDigital can change the profile: from mining $BTC to AI infrastructure
Galaxy Digital is gradually shifting its focus from Bitcoin mining to building infrastructure for artificial intelligence. According to CEO Mike Novogratz, the AI segment is already shaping more than half of the company’s value.
At the same time, Galaxy does not rule out its crypto business. The company is considering spinning off its AI division into a separate entity, though the timing of such a decision has not been disclosed yet.
Analysts #Santiment reported that negative sentiment around Solana reached its highest level since the start of the year, while trading volumes fell to the lowest level in 2026. In their view, such periods often precede sharp price moves.
At the same time, the network’s fundamentals continue to grow. In Q2, the trading volume of tokenized assets on Solana increased to $5.7 billion, and in May the network accounted for 97% of on-chain trading volume for tokenized stocks.
#JPMorgan named the main long-term risk for Bitcoin
JPMorgan analysts consider the main threat to Bitcoin not potential asset sales by company #strategy , but the development of private blockchains that operate without public networks and their tokens.
Banks increasingly opt for closed infrastructure for tokenizing assets, payments, and settlements due to KYC requirements, confidentiality, scalability, and regulation. This creates competition for public blockchains, including Ethereum.
According to analysts, the market for tokenized assets worth about $50 billion may primarily grow within networks of financial institutions. Public blockchains, in turn, may be left with distribution, cross-network interoperability, and limited secondary trading.
📈Let’s assume that growth is going to start now and go quite strongly, toward the 70,000 area.
Globally, this will not change the picture at all. Globally, our trend will remain bearish even if we reach the 77,000 mark, which I strongly doubt.
For the market to start growing globally, changes are needed: in regulatory policy—we need to understand which coins, in general, will remain. Also, the Fed needs to begin easing its policy and gradually print money. But this isn’t happening.
There are no prerequisites that could trigger a rise in the cryptocurrency market. Inflation will keep growing; oil and gold will become more expensive.
The US market is heavily overheated, and a correction will happen in the near future.
Once, in summer, crypto regulation takes effect, we are more likely to see a very large sell-off of the entire market, followed by consolidation, accumulation of the required assets, and only then growth.
A Bitcoin miner buys a facility in Texas that will be used both for cryptocurrency mining and for AI computing, with the prospect of increasing capacity to 2 GW.