For-Exx Kripto 1

$SHIB has continued its sharp decline after breaking below the long-term support around 510, with little sign of a meaningful bottom so far. From a technical perspective, the chart remains weak, and there are currently no clear support levels to suggest that selling pressure has been exhausted. Unless buyers step in decisively, the downtrend could continue in the near term.

Crypto exchange AscendEX has suspended its operations after failing to obtain the license required under the European Union's Markets in Crypto-Assets (MiCA) regulation. The platform officially ceased services on July 1, 2026, while its latest announcement raised fresh concerns over customer fund withdrawals.

According to the July 6 notice, withdrawal requests will no longer be processed automatically. Instead, every request will undergo manual review, and users must complete KYC and AML verification procedures. The company also stated that it cannot guarantee when withdrawals will be processed or whether customers will receive their full balances.

AscendEX said the shutdown was primarily caused by its inability to secure a MiCA license, which is now mandatory for crypto asset service providers operating within the European Union. The company added that regulatory pressure, financial challenges, operational difficulties, and a failed strategic funding agreement also contributed to the decision.

Blockchain investigator ZachXBT claimed on June 26 that AscendEX's hot wallets had been largely depleted before the shutdown. The allegations mainly involved ETH, USDT, USDC, and SOL reserves. During the same period, several users reported delayed or incomplete withdrawals. AscendEX has not publicly confirmed or denied these claims.

Data from Arkham Intelligence showed that wallets linked to the exchange held approximately $13.5 million in assets. However, a significant portion consisted of the platform's native ASD and UNITE tokens, raising additional concerns about available liquidity.

The AscendEX case has become one of the first major examples of the impact of MiCA enforcement in the European Union. With licensing now mandatory, the combination of withdrawal uncertainty, liquidity concerns, and potential legal proceedings highlights the growing importance of regulatory compliance and transparency for centralized crypto exchanges.
$BTC $XRP

$FLOKI is currently trading around 2230. The 1603 level still looks like a likely downside target over time. Scaling into short positions may take patience, but the risk-to-reward setup could prove attractive if bearish momentum continues. Overall, 2026 is shaping up to be a challenging year for the memecoin sector, with weaker liquidity and fading speculative demand continuing to weigh on prices.

CRYPTO REPORT — JULY 8, 2026 (Page 2/2) 📋 KEY CRYPTO NEWS Markets expect today's FOMC Minutes to reveal a more hawkish internal debate, including support for at least one 25-basis-point rate hike. Investors will also focus on why Warsh chose not to publish a dot plot. CryptoQuant reported a sharp rise in Bitcoin derivatives selling pressure, with roughly $ 1.8 billion in sell volume added within one hour. The stablecoin market contracted by $ 7.7 billion in June, its largest monthly decline since the TerraUSD collapse. The TAC collapse has raised questions about Binance Alpha's listing standards, while DASH ZK mainnet is expected to launch this week. 🔓 TOKEN UNLOCKS MOVE (July 9): 165M tokens (~$2M). Expected selling pressure: Low. $PUMP (July 12): 82.5B tokens (~$125–135M), equal to 29.23% of circulating supply. The week's largest unlock with high selling pressure. ━━━━━━━━━━━━━━━━━━━━━━ 🔭 OUTLOOK Markets face two major risks: escalating U.S.-Iran tensions and today's FOMC Minutes. A more hawkish Fed combined with rising geopolitical uncertainty could increase pressure on Bitcoin. However, renewed ETF inflows and continued institutional $ETH accumulation suggest long-term demand remains intact. Key events: Today – FOMC Minutes (21:00 TRT). July 12 – PUMP unlock. July 14 – June CPI, the key inflation report before the July 28–29 FOMC meeting.

CRYPTO REPORT — JULY 8, 2026 (Page 1/2) 🌐 TODAY'S TOP HEADLINES U.S.-Iran tensions escalated after CENTCOM confirmed strikes on more than 80 targets,while Iran declared any country supporting U.S. attacks a legitimate target. President Trump said the U.S."could strike Iran tonight,"prompting Tehran to suspend talks. NATO Secretary General Mark Rutte called recent attacks on Gulf shipping a ceasefire violation and said a U.S. response was "absolutely necessary." The Strait of Hormuz remains open,although regional tensions continue to rise. South Korea's KOSPI has officially entered a bear market,falling more than 20% from its June peak. Central banks continue reducing U.S. dollar exposure in favor of gold and the euro. Tanzania's central bank announced it purchased 28 metric tons of gold over the past 18 months. TAC, newly listed on Binance Alpha,plunged more than 90% within 15 minutes, with no official explanation from either the project or Binance. The first FOMC Minutes under Kevin Warsh will be released today at 21:00 TRT Markets expect a more hawkish tone than the official June statement suggested. Bitcoin and crypto ETFs recorded $286 million in net inflows on Monday,ending an eight-week outflow trend. ━━━━━━━━━━━━━━━━━━━━━━ ₿ BITCOIN Rising geopolitical tensions triggered a risk-off move,sending $BTC back toward $62,000 and liquidating nearly $ 1billion in futures positions. Bitcoin remains below all major moving averages,suggesting recent rebounds are still corrective within a broader downtrend. 🔷 ETHEREUM & ALTCOINS Bitmine,led by Tom Lee, acquired another 40,000 $ETH , bringing its holdings close to 4.8% of total supply. More than 83% of ETH remains staked,supporting long-term confidence despite geopolitical pressure. SpaceX's inclusion in the Nasdaq100 increases indirect institutional Bitcoin exposure through index funds. Hyperliquid has seen increased interest in tokenized commodity products as traders hedge with oil,gold and silver.

Following the recent hack that resulted in losses of around **$20 million** and raised fresh concerns about crypto security, $BONK continues to weaken and is approaching its all-time low support around 0.00000392. A decisive break below this level could accelerate the downtrend as selling pressure intensifies.

TAC Token Crashes Over 90%, Team Still Silent
$TAC lost more than 90% of its value within 15 minutes, erasing hundreds of millions of dollars in market value. Hours later, neither the project team nor Binance had issued an official statement.

Trading on Binance Alpha and Binance Futures began on July 7 before the token plunged from around $0.06 to $0.005–0.006. Trading volume surged as panic selling accelerated the decline. The crash drew extra attention because TAC had reached an all-time high just one week earlier.

Despite the collapse, the TAC team has not released any investigation update or technical statement, while Binance has also remained silent. So far, there is no confirmed evidence of a hack, security breach, smart contract exploit, or technical failure.

The leading theory is that tokens distributed for free through Binance Alpha were sold immediately after trading opened. Combined with thin order-book liquidity, this may have triggered the rapid collapse. Another possibility is heavy selling by large holders. Some on-chain analysts claim the two largest wallet clusters control roughly 47% of the supply, although this has not been independently verified.

TAC also experienced a $2.8 million TON-TAC bridge security incident in May 2026, but there is currently no evidence linking that event to the latest crash.

The exact cause of TAC's 90% collapse remains unknown, and no official explanation has been released. The incident once again highlights the risks of newly listed, low-liquidity tokens and the importance of relying on verified information rather than speculation.

🔐 CRYPTO REPORT — JULY 7, 2026 (Page 2/2)

🔷 ETHEREUM & ALTCOINS

Ethereum continues to trade sideways as expectations build for the upcoming Glamsterdam upgrade.

Despite yesterday's 9.92 million $HYPE token unlock, selling pressure remained limited. Continued buying from the Assistance Fund and strong staking participation helped absorb supply, although wallets linked to a16z transferred roughly $10M worth of HYPE to exchanges and remain under close watch.

━━━━━━━━━━━━━━━━━━━━━━━━━

📋 KEY CRYPTO NEWS

Bernstein said Strategy is unlikely to face forced Bitcoin sales at current price levels and maintained its $150,000 year-end BTC target.

A transfer of 4 billion DOGE from Binance to an unknown wallet is being closely monitored.

The total value of real-world assets (RWA) on Stellar has surpassed $3B.

Around 20% of Bitcoin miners remain unprofitable, while CryptoQuant views the NUPL indicator approaching zero as another potential bottom signal.

Deribit by Coinbase and SignalPlus launched a partnership to provide BTC and $ETH options strategies for selected institutional clients.

Binance will delist ALCX, ARDR, NFP, and POND this week.

The first full FOMC minutes under Kevin Warsh's leadership will be released Wednesday at 21:00 UTC+3

🔓 TOKEN UNLOCKS — JULY 8

No major token unlocks have been confirmed for July 8.

━━━━━━━━━━━━━━━━━━━━━━━━━

🔭 OUTLOOK & UPCOMING EVENTS

Markets will closely watch Wednesday's FOMC Minutes, where Warsh's comments on inflation, interest rates, and the Committee's policy outlook could trigger significant volatility.

Another major event is the June CPI report on July 14. After May inflation came in at 4.2%, this release is expected to be the most important macro indicator ahead of the July 28–29 FOMC meeting.

🔐 CRYPTO REPORT — JULY 7, 2026 (Page 1/2)

🌐 TODAY'S TOP HEADLINES

Samsung's record profit failed to halt a sharp selloff in its shares, dragging the KOSPI index down 6%.

Iran's Foreign Minister said negotiations on a final agreement will not begin if threats continue.

President Trump said he is considering selling F-35 fighter jets to Türkiye, calling it a more loyal ally than some NATO partners, and added that U.S. CAATSA sanctions on Türkiye will be lifted. Israeli Prime Minister Netanyahu warned that such a sale would disrupt the Middle East's balance of power.

Bank of America reiterated a Buy rating on SpaceX with a $235 price target.

The stablecoin market shrank 2.4% ($ 7.7B) in June to $312B, marking its largest monthly decline since the 2022 TerraUSD collapse.

Tiger Securities upgraded Coinbase to Buy with a $200 target. Coinbase also expanded its UK license to offer stocks and derivatives alongside crypto.

The UKMTO raised the threat level in the Strait of Hormuz to "Severe."

Strategy reported an $ 8.32B digital asset loss for Q2 2026, including $ 8.31B in unrealized losses. The company sold 3,588 BTC for $216M to fund preferred-share dividends, with the average sale price well below its cost basis.

Bitcoin Suisse received regulatory approval to operate in Abu Dhabi's ADGM financial center, while analyst Benjamin Cowen said the current cycle resembles a less volatile version of the 2018 bear market and believes the final bottom may arrive in October 2026.

━━━━━━━━━━━━━━━━━━━━━━━━━

₿ BITCOIN

$BTC is trading in a critical technical range between $62,700 and $65,600, with $62,700 acting as key support and $65,600 as resistance. Strategy's BTC sales briefly pressured sentiment, but on-chain data continues to show long-term holders accumulating. Miner profitability remains under pressure, while the NUPL indicator is approaching the zero line—a level that has historically signaled market bottoms.

TAC Token Listed on Binance Alpha Crashes Over 90% Within Minutes

$TAC (TAC Protocol), listed on Binance Alpha, plunged more than 90% in about 15 minutes on July 7, erasing hundreds of millions of dollars in market value. Investors are now awaiting official statements from both the TAC team and Binance.

So far, there is no confirmed evidence of a hack, security breach, smart contract vulnerability, network attack, or bridge exploit. The cause of the collapse remains unknown, with analysts instead focusing on liquidity conditions, whale activity, and token distribution.

TAC fell from around $0.06 to nearly $0.006 as trading volume surged and panic selling accelerated the decline. Although the token later stabilized, it remained down more than 90% from its intraday high. The crash came just days after TAC reached its all-time high of about $0.067.

TAC Protocol is an EVM-compatible blockchain designed to bring Ethereum-based dApps to the TON and Telegram ecosystem. The project has raised approximately $11.5 million from investors including TON Ventures, Hack VC, Animoca Ventures, Symbolic Capital, Primitive, and Spartan Group.

Blockchain analysts believe several factors may have contributed to the selloff, including thin liquidity, large holder sales, cascading liquidations, and a limited circulating supply. Claims that most circulating tokens are concentrated in a small number of wallets remain unverified.

TAC previously suffered a $2.8 million bridge attack in May 2026, but there is currently no evidence linking that incident to the latest crash.

Until official statements or verified on-chain data provide answers, high volatility is expected to continue.

Bitcoin continues its positive trend despite both Saylor's $BTC sell-off and Iran's attacks on the Strait of Hormuz; or rather, buyers are providing support and continuing to buy as it falls, making a rise to 657433 seem highly probable after such nuances.

FOMC Minutes – July 8, 2026 | 21:00 (UTC +3)

Tomorrow's FOMC minutes cover the June 16–17 meeting. The Fed kept rates unchanged at 3.50%–3.75%, but the committee was deeply divided. Nine of 18 members projected at least one rate hike by year-end, eight expected no change, and one favored a cut. Fed Chair Kevin Warsh did not submit a dot plot projection, becoming the first Fed chair since 2012 to opt out. Markets now want to understand the reasoning behind this split.

Two Scenarios

If the minutes are hawkish and emphasize inflation remaining above 3%, expectations for a September rate hike could strengthen, boosting the U.S. dollar and real yields.

If the tone is dovish and focuses on a weakening labor market, September hike expectations may fade, pressuring the dollar and supporting risk assets.

Bitcoin

$BTC has rebounded to the $63,000–64,000 range after a strong two-day recovery but remains well below its yearly highs. ETF flows remain the key variable. BlackRock's IBIT recently posted its first positive inflow in weeks (+$46.6M), although institutional demand has yet to fully recover. Hawkish minutes could pressure BTC back below $60,000, while a dovish tone may encourage a test of the $65,000–66,000 resistance area.

U.S. Stocks

A dovish Fed would likely support equities, especially technology shares. A hawkish tone could increase selling pressure, particularly in growth stocks. Bank of America's recent warning about excessive speculation and snapback risk may amplify volatility.

Bottom Line

Thursday's Jobless Claims and Tuesday's ADP report will further shape expectations for September. The key focus is not only the minutes themselves, but how deeply they explain the committee's split and what they reveal about Warsh's policy stance.

Jurisdiction Dispute Between U.S. Agencies Threatens Trump's Strategic Bitcoin Reserve Plan Bitcoin rose on Monday despite uncertainty surrounding the legal foundation of the proposed U.S. Strategic Bitcoin Reserve, suggesting investors see the issue as a long-term structural challenge rather than an immediate market catalyst. A legal dispute between the U.S. Treasury Department and the Department of Commerce over who should manage the reserve is delaying implementation of President Donald Trump's plan. The Treasury was originally expected to oversee the reserve, which would include Bitcoin seized through federal asset forfeitures and potentially future purchases. However, according to Bloomberg, officials are now considering placing the reserve under the Department of Commerce after questions emerged about the Treasury's legal authority. The Department of Justice's Office of Legal Counsel is working with both agencies to establish a legally sound framework. Another unresolved issue is whether Bitcoin can legally be held indefinitely, as outlined in Trump's executive order, given the asset's high price volatility. The White House said it is still evaluating the best structure for both the Strategic Bitcoin Reserve and the broader digital asset stockpile, while the Treasury and Commerce Departments declined to comment. The delay highlights the challenge of balancing the administration's ambition to make the U.S. a global crypto hub with the legal and operational complexities of managing a permanent government Bitcoin reserve. $BTC

BONK DAO has confirmed that approximately $20 million worth of BONK tokens was stolen from its treasury through a malicious governance proposal.

The stolen funds are reportedly being transferred to cryptocurrency exchanges. In response, the project is working with exchanges, the Solana Foundation, bridge providers, and law enforcement agencies to trace and recover the assets. Following the news, BONK fell more than 16%.

According to BONK's official statement, the attacker successfully passed a malicious governance proposal that authorized the transfer of treasury assets to wallets under their control. The team said it identified exchange wallets that were used to accumulate voting power before the proposal was submitted.

Blockchain investigators believe the attacker purchased roughly $ 4 million worth of BONK to secure enough voting power.

After the proposal was approved through BONK DAO's governance system on Solana's Realms platform, it enabled the withdrawal of nearly $20 million worth of $BONK from the DAO treasury.

Unlike a smart contract exploit, the incident appears to be a governance attack in which a treasury transfer was legitimately approved through token-weighted voting.

As one researcher summarized, "The attacker spent about $ 4 million worth of BONK to vote, then walked away with approximately $ 21 million worth of BONK from the DAO."

Reports indicate that part of the stolen BONK has already been moved to cryptocurrency exchanges, increasing concerns that the attacker may soon liquidate the assets.

🔐 CRYPTO REPORT — July 1, 2026 (Page 2/2) ━━━━━━━━━━━━━━━━━━━━━━━━━ 🔷 ETHEREUM & ALTCOINS $ETH gained 5%+ to 1,700 after NFP data. Vitalik’s full system overhaul boosts sentiment. ━━━━━━━━━━━━━━━━━━━━━━━━━ 📋 CRYPTO MARKETS NEWS Bernstein: 2026 crypto inflows reached 10B USD; ETF outflows 5.5B USD remain limited vs 74B market size. BTC target maintained at 150K. J.P. Morgan: Strategy shift signals institutional demand evolution. Fannie Mae & Freddie Mac preparing crypto recognition in mortgage applications. FOMC minutes release Wednesday 21:00 (UTC +3) Binance to delist ALCX, ARDR, NFP, POND. Starknet activates STRK dynamic fee update. ━━━━━━━━━━━━━━━━━━━━━━━━━ 🔓 TOKEN UNLOCKS RED (RedStone): 40.85M tokens (~4.1M USD), low–medium pressure. $PUMP (July 12): 82.5B tokens (~125M USD), 8.46% supply, high pressure. ━━━━━━━━━━━━━━━━━━━━━━━━━ 🔭 OUTLOOK & UPCOMING EVENTS

The rebound triggered by the NFP report is real but remains fragile. Wage growth accelerated to 3.5% YoY, supporting Warsh's hawkish stance. Markets are therefore unlikely to fully abandon expectations of another rate hike before the July 28–29 FOMC meeting.

IBIT has now recorded 11 consecutive days of outflows, highlighting continued weakness in ETF demand. At the same time, renewed long-term holder accumulation and rising open interest after the NFP report suggest genuine buying interest is emerging at current levels.

This week's key events include today's HYPE unlock (9.92M tokens, worth about $630M), with on-chain activity closely monitored.

On Wednesday, the FOMC Minutes (21:00 TRT) could move markets depending on Warsh's tone and discussion of the dot plot.

On July 12, the PUMP token unlock (~$125M) represents the week's largest supply event.

On July 14, the June CPI report will be the most important macro release ahead of the July FOMC meeting after May inflation came in at 4.2%.

🔐 CRYPTO REPORT — July 1, 2026 (Page 1/2) ━━━━━━━━━━━━━━━━━━━━━━━━━ 🌐 TODAY’S KEY NEWS June NFP came in at 57,000 vs 113,000 expected, signaling labor market cooling while unemployment dropped to 4.2%. Weak data reduced Fed hike expectations and pushed BTC above 62,000. $BTC spot ETFs saw 221.7M USD inflows, ending a 10-day 2.7B USD outflow streak, while IBIT continued outflows for 11 straight days. Public companies now hold 1.26M BTC (~6% of supply), with Strategy holding 847K+ BTC. Strategy sold 3,588 BTC (June 30–July 6), shifting toward flexible treasury management. Ethereum prepares its largest post-Merge upgrade, according to Vitalik Buterin. $XRP received EU CASP license approval, advancing MiCAR compliance. SpaceX officially joins Nasdaq 100. Trump reiterated strong support for crypto. ━━━━━━━━━━━━━━━━━━━━━━━━━ ₿ BITCOIN BTC rebounded to 63K–64K after weak NFP. Bernstein: current drawdown ~54%, much milder than past cycles (75–90%), indicating market maturity. Long-term holders are accumulating again; 100–1,000 BTC wallets increased buying. Open interest recovered to 22B USD. Fear & Greed Index rose to 23. Key support: 60K–60.3K.

Strategy (formerly MicroStrategy) has officially moved away from Michael Saylor's long-standing "never sell" philosophy. The company disclosed sales of 1,363 BTC on June 30 and another 2,225 $BTC on July 6, bringing total sales to 3,588 BTC. While small relative to its holdings, the move marks a significant shift for the world's largest corporate Bitcoin owner.

### What Happened?

Strategy first broke its "never sell" stance in May 2026. Following the latest transactions, its reserves declined to 843,775 BTC. According to the company, the sales were made to fund dividend payments for its STRC preferred shares. Saylor previously argued that "never sell" meant remaining a net buyer, claiming every Bitcoin sold would eventually be replaced with 10–20 times more purchases.

### Why Now?

Bitcoin has fallen about 52% from its October 2025 peak of $126,080, exposing the risks of Strategy's leveraged model. The company reported a $12.5 billion first-quarter loss in 2026. With fixed STRC dividend obligations, Bitcoin reserves may need to be used whenever market prices fail to recover, raising fresh concerns about the sustainability of its strategy.

### Market Impact

JPMorgan recently warned that Strategy's concentrated Bitcoin position increases market volatility and that any forced liquidation could have an outsized impact on Bitcoin prices. The company still controls more than 4% of the global Bitcoin supply, leaving investors divided over whether Strategy remains a growth engine or has become a systemic risk.

### What's Next?

For now, the sales appear to reflect liquidity management rather than a complete strategic reversal. However, if Bitcoin remains under pressure, additional sales may become necessary to meet STRC obligations. The key question is whether Strategy can remain a net buyer over time. If that balance breaks, it could reshape how institutional Bitcoin treasury strategies are viewed across the market.

According to a statement by Michael Saylor on the Strategy company's website, he sold a total of 3588 bitcoin: 1363 $BTC BTC on June 30th and 2225 Byc on July 6th. I've marked these with arrows; the numbers in parentheses indicate negative values, meaning sales.