The day at a glance · 3 min read
Mood · Risk-Off
-15
Sentiment, −100 to +100
BTC Support Level
$80,000
Bitcoin ETF Weekly Inflows
$301M
ETF Buyer Cost Basis
$81,300
Key driverBitcoin testing $80,000 support level ahead of FOMC meeting and major US tech earnings releases this week
Daily briefCrypto & Web3· Money365.Market AI ·

Bitcoin Tests $80K Support Ahead of FOMC, ETF Flows Mixed

Spot Bitcoin ETFs end two-week outflow streak with $301M inflows while BTC hovers near critical support zone ahead of Fed decision.

Bitcoin & Ethereum

Neutral

Bitcoin No Known Owner

11M BTC
01
Bitcoin bulls fought to maintain $80,000 support over the weekend ahead of a heavy week of US tech earnings and inflation data, with the Federal Reserve FOMC decision looming.
02
Bitcoin (spot cryptocurrency) slipped under $80,000 as traders de-risked ahead of the Fed meeting.
03
US spot Bitcoin exchange-traded funds (ETFs) finished the week with $301 million in net inflows after breaking a two-week outflow streak, though the strong three-day start gave way to heavy withdrawals in the final sessions. ETF inflows faded as price pressure tested the ETF buyers' average cost basis near $81,300, with buyers' break-even level becoming a critical technical reference point.
04
Over 11 million bitcoin has no known owner, according to on-chain analysis, representing a significant portion of the total bitcoin supply with unclear ownership status.

Crypto Stocks

Bearish

COIN Revenue Decline (2 yrs)

50%-50%

Strive SATS Raise

$630M

SATS Implied Yield

16.67%
01COIN▼ -2.74%
Coinbase Global (COIN) (common stock) has seen revenue fall nearly 50% over two years while CME Group (common stock) has held steady, creating a divergence that raises questions about their competitive positioning in the crypto exchange market. The comparison highlights the boom-and-bust cycle challenges facing crypto-native exchanges versus traditional derivatives platforms.
02MSTR
Strategy (corporate bitcoin treasury holder referenced in relation to MSTR) raised $630M via its 15% Perpetual SATS Preferred Series A, offering a 16.67% implied yield at the $90 issue price to fund bitcoin acquisition ambitions.

Tokenization & Infrastructure

Neutral

SECZ Market Cap

$208.6M

Circle-Linked Tokens

$383.6M

Tokenized Equities Market

$3.3B
01
Securitize (tokenization platform) saw its SECZ tokenized stock onchain market cap fall to $208.6 million as Circle-linked tokens reached a combined $383.6 million across several issuers in the $3.3 billion tokenized equities market, with Circle widening its lead in the space.
02
A Nasdaq-listed Solana (blockchain network) company was named a strategic enterprise by Hong Kong authorities, with the firm planning to establish Solana validator operations in the territory as part of Hong Kong's digital asset infrastructure development.
03
Standard Chartered and Animoca Brands joint venture Anchorpoint (stablecoin issuer) indicated it is not rushing its retail stablecoin launch, with the CEO declining to reaffirm the previously targeted timeline of access as early as the end of 2026.

Security & Operations

Bearish

India Exchange Loss

$16M
01
India's largest crypto exchange absorbed a $16 million loss from an internal process failure tied to a retired wallet, highlighting operational risk management challenges facing major cryptocurrency platforms in emerging markets.
02
Keystone (hardware wallet manufacturer) disclosed that a website breach exposed hardware wallet buyers' addresses, with security researchers warning that the leaked shipping details could expose crypto holders to targeted scams and physical attacks.
03
A Bitcoin wallet bug allowed rogue servers to steal funds when users attempted to speed up payments, representing a critical vulnerability in wallet software that has since been addressed.

Looking Ahead

Neutral
01COIN▼ -2.74%
The week ahead features Federal Reserve, European Central Bank, and Bank of Japan interest-rate decisions alongside Coinbase (COIN) earnings, creating a dense macro and earnings catalyst calendar for crypto markets.
02PYPL
PayPal (PYPL) (common stock) will report earnings before the bell on Tuesday, with the digital payments platform's results potentially providing insights into mainstream crypto payment adoption trends.

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