
Crypto Research Morning Brief — July 25, 2026
1. OVERNIGHT MOVES
765 stories about Bitcoin from across the crypto press, curated and summarized daily. Most recent: Oct 25, 2026.

1. OVERNIGHT MOVES

Bitcoin has completed a multi-year 'cup and handle' chart pattern, which traders believe could signal a significant price surge. This pattern, often associated with large price movements, has gone unnoticed by many in the crypto community.

Bitcoin briefly fell under $64,000 as rising U.S. bond yields increased expectations of Federal Reserve rate hikes. Binance reportedly stepped in to prevent a deeper drop in BTC prices.

Bitcoin ETF inflows and cooling AI momentum suggest investors may be shifting back to crypto. Potential regulatory progress under the CLARITY Act is adding to the speculation.

Falling share prices, debt obligations, and difficult market conditions are forcing former Bitcoin-accumulating public companies to sell their holdings, repay debt, and restructure operations, with some pivoting to AI investments.

Strategy, the bitcoin-focused firm co-founded by Michael Saylor, has overhauled its reporting framework to give common shareholders a clearer view of net bitcoin exposure after accounting for preferred stock and convertible debt obligations. The move comes as the prolonged bear market pressures crypto-related companies.

A massive cluster of Bitcoin options worth nearly $5 billion has formed on Deribit, with traders betting heavily on prices reaching $70,000 and $72,000. This indicates strong bullish sentiment in the market, as call options outnumber put options significantly.

Nine major Bitcoin firms, including BlackRock, Coinbase, and Strategy, launched the Bitcoin Security Consortium with a $15 million pledge to support Bitcoin security research and long-term resilience, including quantum readiness.

Coinbase is building a post-quantum custody system and funding Bitcoin's cryptographic upgrades to protect against future quantum computing threats. While the threat is not imminent, quantum computers could one day break Bitcoin's cryptography.

Lombard Finance is launching its Bitcoin Onchain Credit Strategy, with Flow Traders as the pilot partner. The strategy enables traders to borrow stablecoins using Bitcoin as collateral, potentially lowering borrowing costs and increasing capital efficiency.

India has ordered the removal of Bitchat, a bitcoin-linked messaging app, as protesters use it to communicate during internet shutdowns. The app relies on Bluetooth mesh networks to bypass traditional internet restrictions.

Poolin, a Singapore-based company that once controlled nearly 20% of Bitcoin's global hashrate, is filing for bankruptcy. The company owes $173 million and is selling off its remaining assets.

1. OVERNIGHT MOVES

Kazakhstan is creating a national strategic crypto reserve funded by its bitcoin miners, following a presidential decree signed July 7 and a government resolution approved July 18. This move aims to regulate and supervise the country's large mining industry under a state-supervised system.

Zhibao, a Shanghai-based insurance-tech company, plans to raise $220 million by selling new shares directly for bitcoin. This move would make it the first Nasdaq-listed company to hold bitcoin as a treasury reserve.

Nine of the biggest institutional names in Bitcoin formed a consortium to fund the developers working to keep the network secure—including from future quantum computers.

A consortium including BlackRock, Coinbase, and Strategy has pledged $15 million to prepare Bitcoin for potential quantum computing threats. The group will fund research and development independently, without influencing Bitcoin's governance or protocol decisions.

Multiple crypto protocols linked to Bitcoin and Ethereum lost $35 million in a series of attacks exploiting weak key management, upgrade powers, and validation checks. The breaches targeted Verus, B² Network, and other cross-chain systems, draining funds without breaking the underlying cryptography.

1. OVERNIGHT MOVES

Tesla maintained its 11,509 BTC holdings through Q2 2026 despite a 14% decline in bitcoin's price. The company reported a $112 million impairment loss on its bitcoin investment alongside mixed earnings that beat revenue expectations but missed on profit.

Lightning Labs has launched Wavelength, a tool that makes it easier for developers and AI agents to use Bitcoin. It allows machines to make tiny payments while users keep full control of their keys. The service is now available on Signet and testnet, with mainnet access by invitation only.

The Bitcoin Lightning Network has processed over 100 million transactions, highlighting its growing adoption. This milestone marks a significant step in making Bitcoin more scalable for everyday use.

The Balance stablecoin lost 99% of its value after an attacker exploited a flaw in its lending system. The attacker manipulated bitcoin prices to drain vaults, pocketing $1 million in a single transaction.

1. OVERNIGHT MOVES