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Rally is a social wallet with support for tokens, NFTs & dapps. Rally will be the place users explore web3 with your friends, and be the one link that users can share with new friends to get onboarded & join them quickly. Rally (formerly known as Floor) was previously an NFT portfolio tracker.
BIT: Bitcoin Records Strongest Rally Since 2023 Banking Crisis as Expectations for Macro Policy Support Rise
In its published analysis, BIT notes that Bitcoin is experiencing its strongest rally since the collapses of Silicon Valley Bank and Signature Bank in March 2023. During that period, US authorities implemented emergency measures to stabilize the banking system, and the current market sentiment mirrors that era—the recent interventions by the US Treasury in the Japanese yen FX market and bond markets have heightened investor expectations for further macroeconomic policy support. Meanwhile, the SEC's proposed regulatory framework for crypto assets has sent increasingly favorable signals, further bolstering market sentiment. BIT's official Chinese-language analysis indicates that Bitcoin has regained its upward momentum, aligning closely with the scenarios discussed in research over the past several weeks.
BTC Breaks $79K, Igniting a "Crypto Stock Rally": Mining Firms and BTC Treasury Companies Surge
as the cryptocurrency market continues its rebound, shares of Bitcoin mining firms and digital asset treasury companies rose over the weekend. Market participants believe that the U.S. Treasury's announcement to expand the scale of long-term Treasury buybacks has boosted liquidity expectations, fueling improved sentiment toward risk assets and further lifting crypto-related stocks. Bitcoin mining firm Canaan saw its share price surge over 25%; MARA Holdings continued to climb after rising nearly 16% on Thursday. Strive, a digital asset treasury company holding more than 20,000 BTC, gained over 16% on Friday.Additionally, Trump stated that the U.S. government may purchase Bitcoin on a "large scale" in the future. The market rally was also driven by improved expectations for U.S. regulatory clarity. On Thursday, President Trump again urged Congress to advance the CLARITY Act, a bill aimed at further defining the U.S. digital asset regulatory framework and delineating the respective oversight roles of the Commodity Futures Trading Commission (CFTC) and the Securities and Exchange Commission (SEC) in the crypto market. (Cointelegraph)
UBS Raises S&P 500 Target, Bullish on AI and Earnings Growth Extending the Rally
Odaily News UBS has raised its S&P 500 index target, projecting a target of 8,100 points by December 2026 and further increasing to 8,400 points by June 2027, citing strong corporate earnings growth and sustained economic resilience.UBS expects S&P 500 companies' earnings per share (EPS) to reach $350 in 2026 and $400 in 2027, driven primarily by performance in the technology, semiconductor, and energy sectors.The bank continues to hold a positive outlook on U.S. economic resilience, the Federal Reserve's patient policy stance, and the accelerating adoption of artificial intelligence, believing there is still room for the current bull market to extend.However, UBS also flagged potential risks, including rising oil prices, resurgent inflation, and AI investment returns falling short of expectations, which could weigh on market valuations and upward momentum.
Bitwise CIO: If Clarity Act Fails to Pass, Market May See Autumn Rally After Short-Term Volatility
Bitwise CIO Matt Hougan posted that if the Clarity Act fails to pass this week, the ideal scenario is for Polymarket odds to drop significantly to the teens to eliminate market uncertainty. He pointed out that the market may experience brief volatility at that time, but it will create conditions for an autumn market rebound.
Wintermute: BTC’s Recent Rally Clearly Driven by Leverage, Open Interest Surges While Spot Volume Slumps
Wintermute’s weekly market report indicates Bitcoin recently broke through $80,000 and briefly touched around $83,000, while also reclaiming the 200-day moving average for the first time in seven months. However, this rally is clearly more driven by leveraged capital rather than spot buying.The report notes that over the past month, Bitcoin open interest increased by approximately $10 billion, while spot trading volume dropped to a two-year low, a classic short squeeze scenario. Although ETFs still recorded net inflows of $623 million and BTC reserves on exchanges fell to a seven-year low, the current RSI has entered overbought territory. If spot buying fails to sustain after the short squeeze ends, BTC prices could face a rapid correction risk.Wintermute also stated that the current crypto market rally is more driven by the strength of US equities and the resonance of leverage, rather than an independent bull market narrative. Upcoming US CPI data and changes in Federal Reserve policy expectations will be key factors in determining whether BTC can stably hold above $80,000.
Analysis: BTC’s Rally Stalls Amid Japanese Inflation Data and Iran War-Driven Market Risk Aversion
According to CoinDesk, the cryptocurrency market weakened overall on Friday, with BTC hovering near $77,800—its upward momentum since Wednesday’s rally from $65,000 notably slowing. ETH traded at $2,300, down approximately 0.8% over the past 24 hours, underperforming BTC. Market pressure stems primarily from two sources: First, Japan’s March Corporate Services Price Index rose 3.1% year-on-year—above expectations—and core inflation accelerated, raising market expectations that the Bank of Japan may signal an interest rate hike at its next policy meeting; a stronger yen could trigger unwinding of global risk-asset carry trades. Second, the ongoing Iran conflict continues disrupting oil shipments through the Strait of Hormuz; WTI crude futures have surged over 40% since the outbreak of hostilities, reaching $96 per barrel. The U.S. Department of Defense warned that mine clearance will take at least six months, implying persistent global inflationary pressures and further constraining the Federal Reserve’s room to cut interest rates.
Analyst: Nearly 90% of BTC Market Volume Dominated by Futures, Spot Demand Remains the Missing Piece for a Rally
Odaily reports: CryptoQuant on-chain analyst Darkfost stated that Bitcoin (BTC) is currently clearly dominated by futures trading, with the ratio of Binance spot-to-futures trading volume at approximately 0.12, meaning futures account for roughly 90% of trading volume. Meanwhile, Binance BTC open interest fell from $10.6 billion to $9.2 billion over the past week, but spot demand remains weak, preventing the ratio from improving.Darkfost noted that the current rally is primarily driven by the futures market, and spot buying remains the missing piece. If spot demand fails to follow through, this rally could become unstable.
Bonk Guy: MARSCOIN May See a Strong Q4 Rally, Musk + CZ Narrative Becomes Key Highlight
well-known trader Bonk Guy posted that MARSCOIN's current price action is "very clean," and predicted it may see a significant rally in Q4, adding that its fundamentals are also improving. According to the analyst, as BNB and BNB Chain gain greater influence in this cycle, MARSCOIN's "Musk + CZ" narrative has further strengthened. He noted that in the previous cycle, SHIB and DOGE market caps once surpassed $40 billion and $80 billion, respectively, while MARSCOIN this time will combine elements such as Musk, Binance founder CZ, and space rocket company SPCX. Binance has already provided support to the related ecosystem through SPCX rewards and a portion of its own trading fees, and the market may be underestimating MARSCOIN's potential performance over the next few months.
Analysis: SUI Breaks Through Mid-Range Resistance at $1, Eyes Continued Rally Toward $1.4
analyst Ali has noted that after the SUI weekly chart previously confirmed a macro buy signal, it rebounded from the bottom of the channel and has now reclaimed the mid-range around $1. Following this breakout above resistance, he is watching whether SUI's rally can continue and advance further toward the upper channel level near $1.40.
Analysis: $1.56 Billion BTC Options Expiry Pauses Rally, XRP and SOL Rise Against the Trend
Odaily News: Bitcoin fell back to around $83,600 on Friday, down about 1% from the previous trading day, after briefly touching around $87,000, reaching that level for the first time in months. Market analysis suggests that the expiry of $1.56 billion in Bitcoin options on Deribit may have exacerbated short-term volatility, as market makers typically unwind their hedging positions after options expiry.Over the past 24 hours, BTC open interest and trading volume fell by 14.39% and 13.68% respectively, with long and short liquidations relatively balanced—long liquidations totaled $161.96 million and short liquidations $156.1 million—indicating that leveraged funds are readjusting. On the technical side, BTC's 50-day moving average remains above its 200-day moving average, forming a "golden cross," and the short-term trend is still viewed as relatively strong.Meanwhile, Bitcoin spot ETFs saw net inflows of $299.09 million on Friday, though this was lower than the single-day inflow levels seen earlier in the week. By contrast, XRP rose 4.37% over the past 24 hours and 15.45% over the past 7 days, currently trading at around $1.58; Solana rose 3.36% over the past 24 hours and 9.33% over the past 7 days, currently trading at around $119.84. The next macro data points the market is watching are the U.S. Personal Consumption Expenditures (PCE) inflation data due on September 30 and the September nonfarm payrolls report due on October 2. (Decrypt)
Bonk Guy: Robinhood Chain Ecosystem May See a More Violent Rally, Now Is the Accumulation Phase on Dips
Odaily - Renowned trader Bonk Guy posted on X that the Robinhood Chain ecosystem is currently performing well. Investors who buy the dip now may reap substantial returns in the coming months. This is the phase to accumulate positions for the next rally, and the next upward move in the Robinhood Chain ecosystem is expected to be more violent than any previous one.
BIT: Fed Pause on Rate Hikes Could Mark the Start of a Q4 Crypto Rally
According to BIT's weekly "On Target" report, BIT analysts identify two key market catalysts: first, U.S. debt has surpassed the psychological threshold of $40 trillion, and second, U.S. Treasury yields are approaching the critical 5.0% level. Since July 24, Bitcoin has accumulated gains of 22% and gold has risen 9.4%, confirming earlier forecasts. Macro cycle models indicate that the market is currently in the first phase of cyclical reflation, typically accompanied by a weakening U.S. dollar and rising commodity prices. Historical data indicates that during this phase: • Annualized returns for U.S. equities at approximately 29% • Annualized returns for gold at approximately 47% • Annualized returns for Bitcoin at approximately 73% Furthermore, between 2020 and 2026, the compound annual growth rate (CAGR) of U.S. debt has reached 8.59%, while the CAGR for M2 money supply stands at 6.02%, significantly outpacing the CPI's 4.11%. This sustained accumulation of long-term inflationary pressure further reinforces the allocation rationale for gold and Bitcoin.
Bonk Guy: MARSCOIN May See a Strong Q4 Rally, Musk + CZ Narrative Becomes Key Highlight
well-known trader Bonk Guy posted that MARSCOIN's current price action is "very clean," and predicted it may see a significant rally in Q4, adding that its fundamentals are also improving. According to the analyst, as BNB and BNB Chain gain greater influence in this cycle, MARSCOIN's "Musk + CZ" narrative has further strengthened. He noted that in the previous cycle, SHIB and DOGE market caps once surpassed $40 billion and $80 billion, respectively, while MARSCOIN this time will combine elements such as Musk, Binance founder CZ, and space rocket company SPCX. Binance has already provided support to the related ecosystem through SPCX rewards and a portion of its own trading fees, and the market may be underestimating MARSCOIN's potential performance over the next few months.
Bitcoin Holds at $84K, Ondo Leads Rally, U.S. Treasury Yields Hit 19-Year High
Bitcoin fluctuated amid rising US Treasury yields before stabilizing at $84,500; Ondo Finance led gains following the launch of new projects, pushing its token back to $0.50. The US 10-year Treasury yield surpassed 5.18%, reaching its highest level since 2007.
Wintermute Weekly: BTC Digests 23% Rally, ETFs See First Outflow After Nine Consecutive Days of Net Inflows
According to the weekly market report by Wintermute OTC trader @Jjay_dm, Fed Chair Warsh delivered a hawkish speech at Jackson Hole, reiterating the 2% inflation target and pushing the probability of a September rate hike to 61.9%, making the September 15-16 FOMC meeting a key catalyst for risk assets. In cross-asset performance, 20+ year US Treasuries led gains (+1.01%), followed by altcoins (+0.61%), the S&P 500 (+0.47%), and the Nasdaq (+0.42%). BTC closed flat (+0.10%), while ETH (-0.86%), the Russell 2000 (-1.40%), gold (-3.42%), and Brent crude oil (-4.31%) were the weakest performers. In the crypto market, BTC digesting its previous 23% rally, encountered repeated rejections at the $82k resistance level. It reached an intraday high of $81k earlier this week, dipped below $78k following Warsh's remarks, and ultimately closed flat. BTC ETFs posted nine consecutive days of net inflows totaling $924 million, with a first-time single-day outflow of $202 million on Friday. ETH ETFs logged net inflows of $816 million this week, with no single-day outflows. SOL and XRP ETFs both set new 2026 weekly inflow records, reaching $154 million and $110 million, respectively. Strategy increased its position again on Monday, raising $2 billion, with approximately $16
Analyst: Historical Signals May Indicate an Imminent Independent Bitcoin Rally
Odaily News: Analyst Rekt Fencer has published a 3-day ratio chart of BTC versus the Nasdaq, marking three significant drawdowns: approximately -84.9% in 2018, approximately -80.7% in 2022, and the current level of approximately -54.3% in 2026.Rekt Fencer stated that following the previous two instances where Bitcoin lagged the Nasdaq by such a large margin, it subsequently experienced very strong independent rallies, with prices surging straight upward. With the current ratio once again pulling back sharply, history may be repeating itself for a third time. The bottom is approaching, and BTC is set to regain strength.
BIT: Bitcoin Records Strongest Rally Since 2023 Banking Crisis as Expectations for Macro Policy Support Rise
In its published analysis, BIT notes that Bitcoin is experiencing its strongest rally since the collapses of Silicon Valley Bank and Signature Bank in March 2023. During that period, US authorities implemented emergency measures to stabilize the banking system, and the current market sentiment mirrors that era—the recent interventions by the US Treasury in the Japanese yen FX market and bond markets have heightened investor expectations for further macroeconomic policy support. Meanwhile, the SEC's proposed regulatory framework for crypto assets has sent increasingly favorable signals, further bolstering market sentiment. BIT's official Chinese-language analysis indicates that Bitcoin has regained its upward momentum, aligning closely with the scenarios discussed in research over the past several weeks.
Bitget 上线第 3 期 CFD 跟单活动，总奖池达 65,000 USDT
Bitget launches the Phase 3 CFD Copy Trading Rally campaign, with a total prize pool of 65,000 USDT. The participation period is from 00:00 on July 10 to 00:00 on July 31 (UTC+8). During the event, the first 500 users engaging in CFD copy trading may receive a subsidy of up to 50 USDT if their first order incurs a loss. Additionally, Lead Traders ranking in the top 100 by cumulative realized profits can share an exclusive prize pool of 20,000 USDT, with a maximum of 500 USDT per person. Copy Trading users who meet the cumulative trading volume requirements can also share an additional prize pool of up to 20,000 USDT, with a maximum of 300 USDT per person. Detailed rules have been published on the Bitget official platform. Eligible users must click "Join Now" to complete registration before participating in the event.
Related news
Analyst: Nearly 90% of BTC Market Volume Dominated by Futures, Spot Demand Remains the Missing Piece for a Rally
Odaily reports: CryptoQuant on-chain analyst Darkfost stated that Bitcoin (BTC) is currently clearly dominated by futures trading, with the ratio of Binance spot-to-futures trading volume at approximately 0.12, meaning futures account for roughly 90% of trading volume. Meanwhile, Binance BTC open interest fell from $10.6 billion to $9.2 billion over the past week, but spot demand remains weak, preventing the ratio from improving.Darkfost noted that the current rally is primarily driven by the futures market, and spot buying remains the missing piece. If spot demand fails to follow through, this rally could become unstable.
Glassnode: BTC Open Interest Drops to Lowest Since March, Rally Less Dependent on Leverage
Glassnode posted on X platform that Bitcoin (BTC) is rising with lower leverage levels. Since the August low, the BTC price has risen 35%, while BTC-denominated open interest (OI) has declined by nearly 20% over the same period, currently at its lowest level since March. Glassnode believes this suggests the current rally may be less susceptible to leverage-driven liquidations.
Bonk Guy: MARSCOIN May See a Strong Q4 Rally, Musk + CZ Narrative Becomes Key Highlight
well-known trader Bonk Guy posted that MARSCOIN's current price action is "very clean," and predicted it may see a significant rally in Q4, adding that its fundamentals are also improving. According to the analyst, as BNB and BNB Chain gain greater influence in this cycle, MARSCOIN's "Musk + CZ" narrative has further strengthened. He noted that in the previous cycle, SHIB and DOGE market caps once surpassed $40 billion and $80 billion, respectively, while MARSCOIN this time will combine elements such as Musk, Binance founder CZ, and space rocket company SPCX. Binance has already provided support to the related ecosystem through SPCX rewards and a portion of its own trading fees, and the market may be underestimating MARSCOIN's potential performance over the next few months.
Analysis: SUI Breaks Through Mid-Range Resistance at $1, Eyes Continued Rally Toward $1.4
analyst Ali has noted that after the SUI weekly chart previously confirmed a macro buy signal, it rebounded from the bottom of the channel and has now reclaimed the mid-range around $1. Following this breakout above resistance, he is watching whether SUI's rally can continue and advance further toward the upper channel level near $1.40.
Analysis: $1.56 Billion BTC Options Expiry Pauses Rally, XRP and SOL Rise Against the Trend
Odaily News: Bitcoin fell back to around $83,600 on Friday, down about 1% from the previous trading day, after briefly touching around $87,000, reaching that level for the first time in months. Market analysis suggests that the expiry of $1.56 billion in Bitcoin options on Deribit may have exacerbated short-term volatility, as market makers typically unwind their hedging positions after options expiry.Over the past 24 hours, BTC open interest and trading volume fell by 14.39% and 13.68% respectively, with long and short liquidations relatively balanced—long liquidations totaled $161.96 million and short liquidations $156.1 million—indicating that leveraged funds are readjusting. On the technical side, BTC's 50-day moving average remains above its 200-day moving average, forming a "golden cross," and the short-term trend is still viewed as relatively strong.Meanwhile, Bitcoin spot ETFs saw net inflows of $299.09 million on Friday, though this was lower than the single-day inflow levels seen earlier in the week. By contrast, XRP rose 4.37% over the past 24 hours and 15.45% over the past 7 days, currently trading at around $1.58; Solana rose 3.36% over the past 24 hours and 9.33% over the past 7 days, currently trading at around $119.84. The next macro data points the market is watching are the U.S. Personal Consumption Expenditures (PCE) inflation data due on September 30 and the September nonfarm payrolls report due on October 2. (Decrypt)
Bitcoin Holds at $84K, Ondo Leads Rally, U.S. Treasury Yields Hit 19-Year High
Bitcoin fluctuated amid rising US Treasury yields before stabilizing at $84,500; Ondo Finance led gains following the launch of new projects, pushing its token back to $0.50. The US 10-year Treasury yield surpassed 5.18%, reaching its highest level since 2007.