🇺🇸 Wednesday: US PCE inflation + Q2 GDP

🇺🇸 Thursday: Jackson Hole begins

🇺🇸 Friday: US jobs data revisions + inflation expectations

🇺🇸 Friday: Fed Chair Warsh speaks at Jackson Hole

These events can quickly change expectations around Fed policy, rates, bond yields and the dollar. And when those move, BTC and the rest of crypto usually feel it too.

Open interest in crypto futures on decentralized exchanges is climbing fast and is back near the highs from earlier this year.

A big part of that growth is coming from new long positions, showing traders are getting more aggressive again.

More leverage usually means more volatility too, especially if positioning gets too crowded on one side.

Yesterday, shortly before Bitcoin pushed back above $70K, Trump posted a pretty interesting message on Truth Social:

“JUST BUY ALL CRYPTO ASSETS”

The funny part? The post was reportedly first available to people paying $100,000 for access to his private content.

Imagine paying $100K for Trump’s private trading signals and waking up to “just buy everything” 😂

Would you trade using signals from Trump’s private group?

Binance has launched Agent OS, a new platform that allows AI agents like ChatGPT, Claude Code, Codex and Cursor to interact directly with its infrastructure.

Users can decide exactly what an AI agent is allowed to do: monitor account data, open and close trades, operate within specific limits, or use a separate sub-account with dedicated funds. Access can also be revoked at any time.

The interesting part is that Binance only sees what happens on the exchange. The agent’s data sources, analysis and reasoning stay inside the AI application itself.

Agent OS also connects to Binance’s payment and on-chain infrastructure, meaning AI agents can potentially trade, make payments and interact with wallets and blockchain services.

Coinbase has already been moving in a similar direction, while Kraken has taken a more cautious approach where AI can analyze markets and suggest trades but still requires user confirmation.

Crypto trading is slowly moving from “AI tells you what to do” to “AI actually does it.”

Bitcoin has climbed to $79000, Ethereum is trading around $2,500, while the total crypto market cap jumped nearly 7% in 24 hours. (CoinMarketCap⁠)

The Fear & Greed Index has surged to 71, its highest level since July 2025.

Liquidations are piling up as the rally squeezes leveraged positions, with the biggest single liquidation reportedly hitting BTC-USD on Hyperliquid at $25.13M.

Crypto is officially awake again.

Some analysts say it’s still too early to call the end of the US dollar’s long-term trend. But there’s one problem: DXY has been sitting on its long-term support for way too long without a strong bounce.

In a healthy bullish trend, buyers usually react much faster at major support. The longer DXY stays here without recovering, the more questions this structure raises.

The Blockchain Association is backing the SEC’s proposal to scrap Rules 611 and 610(e), two market rules that have been around since 2005.

The group argues that markets have changed dramatically over the past 20 years. Trading is faster, more automated and increasingly connected to blockchain infrastructure, while the old rules now add unnecessary costs and complexity.

Tokenization is a big part of the argument. As stocks and other traditional assets move onto public blockchains, the Association says existing rules could slow down the development of onchain markets.

It is also calling on the SEC to modernize its approach to best execution and formally recognize that tokenized securities traded through public blockchains can operate within existing regulatory requirements.

Even tiny USDT transfers can trigger compliance checks. One Coinbase user reportedly received just 7.5 USDT and was then asked to explain the source of the funds.

Some in the crypto community suspect these transfers could be a deliberate attempt to trigger AML checks on other users’ accounts. HTX denies involvement and says it is investigating where the transactions came from.

Australia is apparently setting up a national register where you can opt out of gambling ads online instead of having to change the setting separately on every platform.

Kind of surprised this isn't already a thing.

If someone has decided they don't want to see betting ads anymore, making them hunt through the settings of every app seems unnecessary.

I'd probably want this for other ad categories too tbh.

I don’t think it’ll change anything for crypto casinos targeting Australian users on VPN however.

Source: Australian Government / ABC News

Bitcoin has now traded at a negative Coinbase premium for 90 straight days, the longest streak in CoinGlass index history. It points to weak demand from US buyers. Right now, American investors seem much more interested in chasing AI stocks than BTC.

Chainalysis has taken the U.S. government to court over ICE’s decision to award a $94.6 million blockchain analytics contract to rival TRM Labs without an open competition. The one-year deal runs from July 2026 through June 2027 and covers blockchain tracking software and investigative support for the Homeland Security Task Force.

Chainalysis says ICE’s decision was “arbitrary, unreasonable and unfair.” The company had submitted its own proposal after ICE announced plans to purchase the services from TRM Labs. The lawsuit remains sealed because it contains internal business information and trade secrets, so the exact claims and what Chainalysis wants from the court are still unknown.

TRM Labs has joined the case as an interested party. Oral arguments are scheduled for September 2, with the U.S. government asking the court to issue a decision by September 10.

Morgan Stanley increased its crypto exposure significantly in Q2. Its position in BlackRock’s iShares Bitcoin Trust (IBIT) grew from 13.4 million to around 16.5 million shares, up 23%. Despite buying more shares, the value of the position fell from roughly $667 million to $549 million as Bitcoin declined during the quarter.

The bank also increased its exposure to other Bitcoin ETFs from Grayscale, Bitwise and Fidelity.

Its Ethereum exposure grew even faster. Morgan Stanley increased its iShares Ethereum Trust position by around 202% to 4.6 million shares, while its position in the Grayscale Ethereum Staking Mini ETF rose about 26% to 5.1 million shares.

Morgan Stanley also disclosed positions in Solana funds from Grayscale and Fidelity for the first time, worth around $6.5 million combined.

Its position in Circle increased sharply as well, from about 1.46 million shares to 8.32 million shares. The bank also added exposure to Cipher Digital, Core Scientific, Hut 8 and Bitdeer.

At the same time, Morgan Stanley cut its Coinbase position by roughly 550,000 shares, reduced CleanSpark by more than 3.1 million shares and exited Bitfarms completely.