Bagae: The release of Iran's frozen assets is underway

The market has experienced a pullback, according to PRO's "Main Large Order Tracking", both BTC and ETH have seen large limit buy orders taking over. Among them, Binance BTC/USDT perpetual saw over $103 million in buy and protect below $59300; ETH has also seen multiple major buy and sell transactions, attempting to withstand market selling pressure. But combined with the data on capital flow, both have the same problem: active selling continues to dominate. This means that the buying market has not fully digested the selling pressure, and prices continue to be weak. This is also an area that many traders tend to overlook: buying and selling does not necessarily mean an increase. What really matters is whether the main force can continue to change the market supply and demand relationship after receiving the goods. Through the PRO version of K-line data, not only can we see where the main players are placing orders, but we can also determine whether these funds are successfully protecting the market or being consumed by market selling pressure. According to the latest data, active buying is beginning to try to digest selling pressure. Next, we need to focus on whether the buyer's funds continue to enter the market and whether the main trading structure can shift from selling dominance to buying dominance. It is recommended to combine PRO's "Main Large Order Tracking" and "Large Transaction" to observe in real-time the strength and attitude of the main funds, and seize rebound signals in advance.

According to a report by UBS Global Research Strategist, the Bank of England may keep interest rates unchanged at 3.75% for the remainder of 2026 and expects its next policy action to be a rate cut in February and April 2027, respectively.

Swan Bitcoin CEO Cory Klippsten stated that the holdings of long-term Bitcoin holders have reached a historic high, and the bottom of this cycle will appear earlier than before. According to Glassnode data, long-term holders hold approximately 14.7 million bitcoins, with a supply growth of approximately 14% since November 2025. Lebit Mining Pool founder Jiang Zhuo'er believes that the bottom of the Bitcoin cycle may occur between October and December 2026. Grayscale pointed out that there is uncertainty about whether the CLARITY Act can be passed, and legislative delays may lead to continued deleveraging by institutions.

Jiang Zhuo'er stated on X platform that ETFs continue to sell and multiple institutional products are simultaneously reducing their holdings; The Coinbase market price has experienced a discount, and the level has fallen back to the pre adjustment range at the end of January and the end of May; The funding rate remains positive, the contract position is at a high level, the leverage position is concentrated, and all signals point to a big one coming.

Empery Digital, a Nasdaq listed company, has signed an agreement with Hunt Properties to acquire a 25% stake in a US AI data center project for $65 million. Empery Digital announced the termination of disclosing data based on the net asset value of Bitcoin holdings, and will focus on expanding its AI computing power and energy infrastructure businesses in the future. （Businesswire）