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🔐 CRYPTO REPORT — JULY 9, 2026 ━━━━━━━━━━━━━━━━━━━━━━━━━

🌐 TODAY'S TOP HEADLINES

Traffic through the Strait of Hormuz nearly came to a complete halt today.

The White House said it is preparing for a conflict that could last several days or even weeks. The U.S. military also announced it is ready to reimpose the blockade if ordered.

Qatar's Prime Minister said they support all efforts aimed at preventing further escalation.

Mediator countries are working to bring Iran and the United States back to the negotiating table.

Iran described U.S. attacks on civilian infrastructure as serious war crimes and suspended talks with the United States.

Bitcoin spot ETFs recorded $85 million in net outflows on Wednesday, while ETH ETFs posted net inflows.

BlackRock resumed buying bitcoin:native through IBIT over the past two days, purchasing approximately $250 million worth of Bitcoin, signaling renewed institutional demand near key price levels.

Paradigm raised a new $1.2 billion fund for artificial intelligence and crypto infrastructure projects.

South Korea's Mirae Asset Group became the first traditional financial institution in the country to acquire a cryptocurrency exchange.

Sony received conditional approval in the United States to establish a bank focused on stablecoin issuance.

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₿ BITCOIN

BTC continues to hold above $62,000, with its reaction to escalating geopolitical tensions remaining relatively limited. The market is increasingly pricing war-related shocks as an interest rate story, with Bitcoin now moving more closely alongside short-term U.S. Treasury yields than traditional safe-haven assets. As the two-year U.S. Treasury yield approaches its 2026 high, the U.S. dollar continues to strengthen, keeping pressure on BTC. However, the $60,000 level remains a critical support. Holding above this level despite escalating tensions could strengthen the case for capital rotating from gold into Bitcoin.

Most of the $272 billion in liquidations over the past 24 hours came from long positions.

🔷 ETHEREUM & ALTCOINS

ethereum:native has been the week's strongest major asset, gaining 5.7% over the past seven days while inflows into Ether ETFs continued.

Bitmine purchased approximately 40,000 additional ETH, bringing its holdings to around 4.8% of total supply. Tom Lee reiterated that "we are still in the early stages of crypto spring," further supporting Ethereum's weekly performance.

HYPE gained 5.9% on the week as growing demand for tokenized commodity products during geopolitical uncertainty continued to support the ecosystem.

Solana remains the only major asset posting a weekly loss, with SOL trading around the $77 level.

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📋 KEY CRYPTO NEWS

Wells Fargo disclosed major investments in crypto ETFs, including BlackRock's IBIT and ETHA, while confirming significant positions in MicroStrategy and other crypto-related equities. The bank reduced its holdings in Coinbase and Galaxy Digital while restructuring several Bitcoin ETF positions.

MARA acquired 1,200 acres of land in Texas for AI infrastructure. Its shares rose more than 12% as the company plans to build an integrated digital campus for Bitcoin mining and high-performance computing.

Binance is holding discussions with European regulators on new licensing options after withdrawing its Greece MiCA application.

U.S. Senator Elizabeth Warren warned that the Transparency Act may contain loopholes that could enable sanctions evasion.

Circle refused to burn and reissue 381,000 USDC stolen in a 2025 fraud case and now faces allegations of failing to comply with a Wisconsin court order, a case that could become an important legal precedent for stablecoins.

🔓 TOKEN UNLOCKS — JULY 10

rain:native → ~$660M–793M USD (largest)

VELVET → ~$3.8M–14.6M USD

HOME → ~$3.5M–7.5M USD

FLR (Flare) → ~$7.55M USD

MOVE (Movement) → ~$1.85M USD

LINEA → ~$0.975M–1.93M USD

W (Wormhole) → ~$489K USD

RESOLV → ~$43K USD

Additional smaller unlocks (CARV, SOIL, ALLO, etc.) are also scheduled.

Key unlocks to watch this week:

PUMP — Pump fun — July 12, 01:00 TRT
~82.5B PUMP worth approximately $134.6M, equal to 29.23% of circulating supply. The team is confirmed to receive 50B PUMP.
Selling Pressure: HIGH 🔴
By far the largest unlock of the week.

APT — Aptos — July 12, 18:30 TRT
~11.31M APT worth approximately $7.15M, equal to 0.54% of total supply. Distribution will go to core contributors, the community, and investors.
Selling Pressure: LOW 🟢
Despite Aptos' April 2026 tokenomics reform (2.1B hard cap and 100% gas burning), this unlock is relatively small and is expected to have limited market impact.
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🔭 OUTLOOK & UPCOMING EVENTS

The market's primary conflict remains clear: if the Strait of Hormuz closes, oil prices surge, inflation expectations rise, the probability of further Fed rate hikes increases, and Bitcoin comes under additional pressure.
On the other hand, BlackRock's $250 million Bitcoin purchases, Paradigm's $1.2 billion fund, and continued institutional ETF inflows indicate that the market's underlying demand remains intact.
In the short term, geopolitical developments will remain the dominant driver. Any escalation or ceasefire headlines related to the Strait of Hormuz could trigger sharp moves in either direction.
Key events to watch this week:

July 12 — PUMP unlock (~$134.6M): Impact on the Solana ecosystem and the memecoin sector.

July 14 — June CPI: The most important macroeconomic release ahead of the July 28–29 FOMC meeting. Following May's 4.2% inflation reading, this report could significantly reshape expectations.

Ongoing: Developments surrounding traffic through the Strait of Hormuz and diplomatic mediation efforts, which could influence markets even before the CPI release.