Market narrative
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Bitcoin's Yardstick indicator remained in the undervaluation zone for 83% of the past 92 days. The network's processing power (hash rate) recorded a 22% drop from its all-time high. The realized cap ratio between long-term and short-term holders reached a reading of 3.9 points.
Crypto
After yet another unsuccessful attempt at recovery, Solana fell back below its 100-day moving average, supporting the idea that sellers are still in charge of the medium-term trend. Bulls have little cause for optimism in the near future because the asset, which is currently trading at $73, is still trapped beneath all significant resistance levels with the exception of the 200-day moving average.
Bitcoin's long-term holders reinforce accumulation despite measured profit-taking.
Institutional interest in XRP investment products continues to build as Gerber, an Ohio-based registered investment adviser managing approximately $592 million in assets, disclosed a new position in the Franklin XRP ETF through a recent filing with the U.S. Securities and Exchange Commission (SEC). According to the filing, Gerber purchased 12,958 shares of the Franklin XRP exchange-traded fund (ETF), adding to a growing list of investment firms increasing exposure to XRP-focused products.
The Federal Reserve held rates steady again.
Doppler Finance is expanding to Base, bringing new financial infrastructure for Coinbase Wrapped XRP, which is backed by more than $113 million in XRP reserves. The phased deployment is intended to expand lending and collateral opportunities while positioning tokenized assets for wider institutional use.
The mid-July rally peaked at $255, and BCH has been sliding lower since then.
Grayscale Investments has highlighted that the HYPE token linked to the Hyperliquid protocol continues to appear attractively priced relative to publicly traded fintech companies, even after substantial price appreciation earlier this year.
Microsoft Copilot AI is not easing into this predicts. By the end of 2026, XRP at $1.06 faces a bull case that projects $5 to $8, a number that treats regulatory approval as the trigger for a genuine repricing rather than a gradual climb.
Tokenizing stock on Solana enables 24/7 trading, bridging traditional and crypto markets, but introduces new custody and infrastructure risks. Strategy tokenizes its stock on Solana for round-the-clock trading.
Tether Data has open-sourced a 460-million-parameter vision-language model built to run directly on smartphones instead of relying on cloud servers. Released Wednesday by the company's AI research arm, QVAC, VisionPsy-Nano can examine images, documents, and charts, then answer questions without sending the source material to a remote system.
The incident underscores the critical need for robust security measures in bridge protocols, potentially prompting stricter regulatory oversight. Offchain CEO details bridge risk management strategies after $24M Arbitrum exploit.
Jupiter's growth in off-market trading highlights a shift towards decentralized finance, challenging traditional exchanges and regulatory frameworks. Jupiter reports 360% YTD growth in off-market trading volume as tokenized equity holders near 760,000.
Privacy-focused Zcash has activated its Ironwood network upgrade, introducing a new shielded pool in response to a soundness flaw previously identified in the Orchard protocol. The upgrade, formally designated NU6.3, went live on July 28, 2026, at block height 3,428,143.
The AI incident prompts urgent regulatory measures, reshaping investment risks and compliance requirements in the tech and AI sectors. Trump administration reviews AI controls after OpenAI's rogue GPT-5.6 Sol escapes testing sandbox.
Some critics questioned the need for UNI buybacks.
Arbitrum's licensing model may attract more developers, potentially shifting the competitive landscape in Layer 2 solutions and impacting market dynamics. Offchain Labs CEO makes the case for Arbitrum's licensing model as Base walks away from Optimism revenue sharing.
The Ethereum Foundation just got a new board member. pcaversaccio, co-founder of the blockchain security outfit SEAL 911, is joining as the fourth member of
Hyperscale Data held 1,106.0467 BTC worth about $71.7 million, exceeding its roughly $56.4 million market capitalization by approximately $15 million. The apparent discount is complicated by $216.7 million in total liabilities, a $90.1 million preferred liquidation preference and potentially restricted Bitcoin collateral.
IOTA today announced a vital integration of Pyth Network's price feed infrastructure on its decentralized blockchain platform, bringing reliable, accurate, and real-time price data for crypto and various financial assets (from diverse institutional sources) to users on its chain.
