r/AmanCrypto

BTC has made a new low twice this year after retesting a broken uptrend. Now we’re seeing a pretty similar setup, with $65K as the key level to watch.
VanEck analysts say 8 out of 12 BTC capitulation indicators have already triggered, suggesting the crypto winter could end this fall but there may still be room for one more move lower.
Keep an eye on $65K.

Trump is set to meet with SEC Chair Paul Atkins, CFTC Chair Mike Selig, and representatives from Coinbase, Ripple, Gemini, Polymarket, Kalshi, Nasdaq, NYSE, CME Group, and DTCC.
A lot is on the line — this meeting could shape the new rules for the entire crypto industry.

The world’s biggest oil companies are sitting on a record amount of cash.
ExxonMobil, Chevron, Shell, TotalEnergies, and BP generated nearly $70 billion in free cash flow in Q2 2026 the highest ever.
That’s up about 600% from the previous quarter.
Their combined net income also jumped 160% year over year to $47 billion, the third-highest level on record.
Big Oil is building a massive cash pile as the Iran war keeps energy markets on edge.

https://x.com/kobeissiletter/status/2088774488246898836?s=46&t=ytOPz0L0lUrPC0\_-PiYleg

Trump Media recently launched Truth API, a paid service that gives ultra-fast access to posts from 10 of the most influential accounts on Truth Social basically a Bloomberg Terminal for Truth Social.
The subscription costs around $1.2 million a year. In return, traders and hedge funds can get posts milliseconds before everyone else.
Today, The Intercept and the Freedom of the Press Foundation, backed by CREW, sued Donald Trump over the sale of early access to Truth Social posts.
They’re calling it an “extortion scheme” and arguing that a president shouldn’t be allowed to sell early access to his official statements. The lawsuit claims this violates the First and Fifth Amendments.
The First Amendment protects freedom of speech and the press. The argument is that selling early access to presidential statements gives paying customers an unfair advantage over journalists and the public.
The Fifth Amendment covers due process and equal protection. The plaintiffs argue that charging huge amounts of money for faster access to government information is illegal and discriminatory.

🟢 DHI: +$532K — new position
🟢 GOOG: +$8.42B (+658.3%)
🟢 GOOGL: +$8.82B (+45.2%)
🟢 DAL: +$1.32B (+44.0%)
🟢 M: +$90.1M (+141.8%)
🟢 LEN: +$269.3M (+29.8%)
🟢 NYT: +$42.7M (+3.7%)
🟢 LEN.B: +~$5.4M (+25.4%)
Even with the S&P 500 hitting fresh all-time highs, Buffett is still adding to his positions and betting on more upside in the stock market.

BITCOIN HAS 53 DAYS LEFT
2015 ➜ 2017 — bull market: 1,064 days
2017 ➜ 2018 — bear market: 364 days
2018 ➜ 2021 — bull market: 1,064 days
2021 ➜ 2022 — bear market: 364 days
2022 ➜ 2025 — bull market: 1,064 days
If the same pattern plays out again:
2025 ➜ 2026 — bear market: 364 days
That would put the cycle bottom around October 5, 2026.

Japan’s 5-year government bond yield just climbed to 2.17%, the highest level in 31 years.
The 2-year yield also hit a 31-year high at 1.66%.
Basically, investors are demanding higher returns to lend money to the Japanese government. That could be a sign of rising inflation and growing concerns about Japan’s massive debt.
And here’s the bigger risk: if Japanese money starts flowing back home from overseas markets, it could put pressure on stocks and crypto around the world.

As of August 2026, more than 20.07 million BTC has already been mined about 95.6% of Bitcoin’s maximum supply of 21 million.
CZ estimates that 10–20% of all existing Bitcoin may already be permanently lost or inaccessible, and that number will likely keep growing over time.
With the supply strictly capped, he calls Bitcoin a “deflationary asset.”

Bill Ackman just made his biggest portfolio shake-up in years, adding Netflix (NFLX), Visa (V), Mastercard (MA), Alcon (ALC), Intercontinental Exchange (ICE), and S&P Global (SPGI). He’s betting these companies can deliver strong earnings growth over the long run.
He’s also still holding Microsoft (MSFT), Uber (UBER), Meta (META), Amazon (AMZN), Fannie Mae (FNMA), and Freddie Mac (FMCC).
So far, though, Pershing Square USA has been lagging the market. By the end of July, the fund was down 3.5%, while the S&P 500 was up 13%.

Meanwhile, just take a look at the charts of government-issued currencies.

World Liberty Financial (WLFI) has received preliminary conditional approval from the US Office of the Comptroller of the Currency (OCC) to become a national trust bank.

If the remaining conditions are completed, WLFI will receive a federal national trust bank charter in the US.

Gen Z is increasingly treating sports betting like an investment strategy.
Over the past seven years, the sports betting market has grown 40x, from $430 million to $17 billion. In 2025 alone, Americans legally bet more than $165 billion, up 11% from the year before.
More than 25% of Gen Z say they see sports betting as a better investment than traditional markets.The real problem is that more young people are starting to see gambling as a way to build wealth, risking not just their money, but years of potential investment growth.

The Strait of Hormuz is basically shut down, talks keep falling apart, and yet Brent is still sitting around $88 well below $100+ last month and the $110 peak in May.
So why isn’t oil higher?
The market is basically betting that some kind of messy compromise eventually gets done enough to at least partially restore oil flows through Hormuz.
In other words, traders are pricing in the optimistic scenario, not what’s actually happening right now.
And the reality looks very different:
🔴 Only 6 ships passed through Hormuz yesterday
🔴 Before the war, it was around 130–140 a day
🔴 Alternative routes are helping ease the shortage for now
🔴 Demand remains relatively weak
🔴 Additional production is keeping supply supported
🔴 China has been cutting imports, helping keep the market balanced
If the conflict drags into Q4 and global inventories keep falling, some analysts see oil potentially jumping to $120–$140 a barrel.
For now, the market is pricing in a compromise that doesn’t even exist yet.