Bitcoin ETFs snapped a $2.7B outflow streak with $510M in fresh inflows — then Iran-US tensions sent prices to $62K and the SEC dropped its formal Regulation Crypto proposal. Six stories shaping crypto markets right now.
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After two point seven billion dollars in Bitcoin ETF outflows through late June, the bleeding has stopped. US spot Bitcoin ETFs posted five hundred and ten million dollars in cumulative inflows over the first week of July, the first sustained positive run in roughly a month.
The July eighth geopolitical shock complicated that picture immediately. The Trump administration announced the Iran-US ceasefire had collapsed, oil moved to seventy-four dollars per barrel, and Bitcoin dropped to sixty-two thousand dollars within hours.
While markets were processing all of that, the SEC published its formal proposed rule on Regulation Crypto on July ninth. This creates three exemption pathways for token issuers raising up to seventy-five million dollars.
At Coinbase, Paul Grewal is stepping down as Chief Legal Officer effective July thirty-first after six years that included the full arc of SEC enforcement battles. Molly Abraham takes over as General Counsel.
One more development worth holding onto. Real-world asset perpetual futures on crypto exchanges hit three hundred and forty-seven billion dollars in monthly volume in May, up from two hundred and thirty million dollars at the start of twenty twenty-five.
Two final notes. Paradigm, the crypto-native venture firm, closed a one point two billion dollar fund targeting AI and robotics, expanding well beyond its original digital assets mandate.
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