Start here for the current baseline, recurring catalysts, source footing, and archive of published analyses for Bitcoin.
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The market focus has shifted from regulatory filings to a price recovery driven by the receding impact of the Coldcard exploit and large-scale strategy sales. While the Clarity Act remains stalled, traders are now prioritizing upcoming macro data and potential buy signals following a period of bearish pressure. Sentiment has stabilized as major assets absorb last week's dense run of catalysts.
Several new evidence items or catalysts appeared since the previous run. The monitor should be treated as materially changed until the new narrative settles.
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Across 19 published analyses, recurring catalysts include Regulatory clarity, interest rate decision, leverage reset.
Start with the latest published report from Aug 5, 2026, then use the asset hub archive to compare how the narrative evolved.
Use the current report as the baseline, launch a fresh run, or compare how the narrative evolves over time.
Several new evidence items or catalysts appeared since the previous run. The monitor should be treated as materially changed until the new narrative settles.
Several new evidence items or catalysts appeared since the previous run. The monitor should be treated as materially changed until the new narrative settles.
Open monitored report →Bitcoin's price action has shifted toward testing critical technical support levels following significant fluctuations on July 31. The market is reacting to newly revealed SEC regulatory proposals and broader macroeconomic data, including interest rate decisions. Sentiment has turned bearish to mixed as institutional buying strategies appear to have paused over the last five weeks.
Open monitored report →Several new evidence items or catalysts appeared since the previous run. The monitor should be treated as materially changed until the new narrative settles.
Open monitored report →The primary market driver has shifted from regulatory concerns and South Korean stock volatility to anticipation of the Federal Reserve's interest rate decision. While Bitcoin remains muted around the $64,000 level, traders are bracing for potential volatility following the FOMC meeting. New risks have also emerged regarding geopolitical tensions, specifically an oil shock related to conflict in Iran.
Open monitored report →Several new evidence items or catalysts appeared since the previous run. The monitor should be treated as materially changed until the new narrative settles.
Open monitored report →Compared with 2026-08-04, this archive has 1 new reports and a net change of 1 published analyses.
Use this pair to compare hard-asset, inflation-hedge, and liquidity-regime narratives across commodities and crypto.
Use this pair to compare crypto beta and growth-equity beta when liquidity, positioning, and risk appetite move together.