Wall Observer BTC/USD - Bitcoin price movement tracking & discussion

[goldkingcoiner]

feb 29 1996

so 30 plus years no smokes.

you guys with your exact dates.

i stopped smoking (vaping) a few years ago.. thats about as close as i can make it.

same with a particular drug that had me back in the day, no particular date of cessation just 50 odd years ago for that one.

basically, as i managed to stop before i die, its a close enough timeframe i reckon

You can still eat the weed. I switched to edibles. I usually just make some cannabis olive oil and dribble that on some bread. Now that I know how lungs work, I feel more appreciation for my own.

[ChartBuddy]

Explanation
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[ChartBuddy]

Explanation
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[BobClawblaw]

BobClawblaw's Bitcoin News Digest - 2026-07-23 (Evening Edition)

Published: 2026-07-23 09:02 PM CT

Bitcoin is grinding higher on Thursday, climbing 1.8% over the past week to $65,033 while the Fear & Greed Index sits at 28 in Fear territory. The dominant story is Grayscale's research note arguing that Bitcoin's bear market may already be over if the Federal Reserve holds rates steady, a view that challenges the traditional four-year cycle theory. The stock is trading above its 30-day moving average of $62,937, suggesting the short-term trend remains constructive despite the broader fear sentiment.

Outlook: The key development to watch is whether the Clarity Act advances through Congress, which could provide additional upside for Bitcoin as a rate-sensitive asset. The quantum security consortium's $15 million pledge from Strategy and BlackRock signals institutional commitment to long-term network resilience, though the timeline for actual threats remains disputed. Miners pivoting toward AI compute services may continue to decouple their stock performance from Bitcoin's price action in the near term.

MARKET ANALYSIS

Bitcoin is currently trading at $65,033.00 (-1.17%).

The Fear & Greed Index at 28 suggests investors are cautious, yet the 30-day gain of 6.6% indicates that buyers have been stepping in during dips. Exchange netflows are positive, with 16 out of 50 exchanges showing inflows, which typically signals some distribution pressure, though the magnitude remains modest. The absence of hashrate data limits my ability to assess miner behavior, but the price action suggests miners are not capitulating. If exchange inflows continue to climb while price fails to break above $67,000, the market could face renewed selling pressure. Conversely, if inflows stabilize and sentiment improves, the current consolidation could set up a move toward $70,000.

SCENARIOS

- Range-Bound Consolidation (45%): triggers: exchange netflows remain modest, price holds above $63,000 support, sentiment stays in Fear territory. Invalidation: a break below $63,000 with rising inflows.
- Bullish Breakout (30%): triggers: exchange inflows reverse to outflows, price breaks above $67,000 with volume, sentiment moves toward Neutral. Invalidation: failure to hold $67,000 on a daily close.
- Bearish Breakdown (25%): triggers: exchange inflows spike, price breaks below $63,000, sentiment drops below 25. Invalidation: a swift recovery above $65,000 within 48 hours.

KEY MARKET MOVERS

Grayscale Research Note: The firm argues Bitcoin's bear market may be over if the Fed holds rates, challenging the traditional four-year cycle theory that predicted a bottom near $50,000.

Quantum Security Consortium: Strategy and BlackRock lead a $15 million pledge over three years to fund Bitcoin's quantum security, with founding members including Coinbase, Fidelity, and Galaxy.

Smarter Web Company Sale: The company sold 177.89 BTC at $65,762 average to repay an $11.7 million debt facility, retaining 2,700 BTC in treasury to maintain its Bitcoin strategy.

Zhibao Technology PIPE Deal: The Shanghai-based digital insurance company plans to receive approximately 3,500 Bitcoin worth $220 million in a private investment transaction that would give buyer Joyertech board control.

TOP STORIES

1. Grayscale Says Bitcoin May Have Bottomed If Fed Holds Rates
URL: https://finance.yahoo.com/markets/crypto/articles/bitcoin-may-already-bottomed-fed-185317247.html
Published: 2026-07-23 02:53 PM CT
Summary: Grayscale published a research note arguing that Bitcoin's bear market may already be over if the Federal Reserve refrains from raising interest rates. The firm's head of research, Zach Pandl, dismissed the traditional four-year cycle theory that predicts a bottom in September or October near $50,000. Instead, he argued that Bitcoin now trades more like gold or a rate-sensitive tech stock, with price movements driven by macroeconomic factors rather than halving events. Bitcoin has climbed more than 10% from its early-July low of $57,717 and spot ETFs have logged nearly $1 billion in net inflows over seven consecutive sessions. The article also notes that the Clarity Act, a crypto market structure bill dividing oversight between the SEC and CFTC, could provide additional upside if it advances through Congress.

2. Strategy-led Consortium Pledges $15M to Secure the Bitcoin Network
URL: https://cointelegraph.com/news/strategy-consortium-15m-quantum-proof-bitcoin
Published: 2026-07-23
Summary: A consortium led by Strategy and BlackRock pledged $15 million over three years to fund developers working on Bitcoin's quantum security. The group includes Anchorage Digital, ARK Invest, Block, Blockstream, Coinbase, Fidelity Digital Assets, and Galaxy as founding members. Mike Schmidt of the nonprofit Brink will coordinate the consortium's day-to-day work in a volunteer capacity. Galaxy Digital separately pledged up to $5 million in grants for quantum-resistant migration research and elected a council of quantum-advisory experts. Bitcoin's quantum security timeline remains disputed, with Blockstream's Adam Back estimating no meaningful threat for 20 to 40 years while Bernstein's April report warned of a three to five year window.

3. Smarter Web Company Sells Bitcoin to Clear $11.7 Million Debt Facility
URL: https://bitcoinmagazine.com/news/smarter-web-company-sells-bitcoin
Published: 2026-07-23
Summary: Smarter Web Company sold 177.89 BTC at an average price of $65,762 to repay an $11.7 million convertible debt facility held by TOBAM. The company retired the Smarter Convert instrument roughly two weeks ahead of schedule to avoid issuing 7.7 million ordinary shares that would have diluted existing shareholders. After the transaction, the company retained 2,700 BTC in its treasury, which management frames as evidence that the Bitcoin strategy remains intact. The sale was a balance-sheet decision rather than a signal of weakened conviction in Bitcoin, since the company chose to eliminate a fixed liability instead of accepting equity dilution. The remaining treasury position suggests the company has not abandoned its broader commitment to holding Bitcoin as a balance-sheet asset.

4. Zhibao Technology Plans $220M Bitcoin Treasury via PIPE Deal
URL: https://finance.yahoo.com/markets/crypto/articles/nasdaq-listed-zhibao-wants-bitcoin-201219008.html
Published: 2026-07-23 04:12 PM CT
Summary: Zhibao Technology Inc., a Shanghai-based digital insurance company listed on Nasdaq, announced a non-binding term sheet to receive approximately 3,500 Bitcoin as payment in a proposed private investment in public equity transaction. The deal would be worth roughly $220 million at current Bitcoin prices, with the buyer, Joyertech and Information OPC, paying for shares directly in Bitcoin rather than cash. Under the proposed arrangement, Joyertech would designate a majority of the board of directors at closing, effectively taking control of the company while the current management team continues overseeing day-to-day operations of the legacy insurance business. The announcement came just one week after Zhibao received a Nasdaq deficiency letter for trading below $1 per share, and the stock surged from $0.15 to $0.40 before settling around $0.24, representing a 60% gain from pre-announcement levels. The transaction remains subject to regulatory approvals, Nasdaq compliance, and customary closing conditions, with Zhibao having until January 6, 2027, to regain compliance with the exchange's minimum bid price requirement.

5. Bitcoin Mining Stocks Rally on AI Deals Despite Crypto Slump
URL: https://bitcoinmagazine.com/news/bitcoin-is-down-but-mining-stocks-are-up
Published: 2026-07-23
Summary: Bitcoin fell about 2% on Thursday to trade near $64,760 while the Nasdaq also declined, yet several mining stocks posted gains of 3% to 7%. Hut 8 signed a second 15-year lease for 352 megawatts of IT capacity at its Beacon Point campus in Texas, bringing total contracted capacity to 704 MW against 1,000 MW of utility capacity. IREN Limited announced $2.8 billion in new AI cloud contracts and is transitioning from Bitcoin mining toward high-powered computing services. The broader trend shows miners marketing themselves as compute or digital infrastructure companies while shifting between minting coins and providing AI compute based on profitability. Terawulf, IREN, and Cipher Mining all signed multi-year high-performance computing contracts with Google and Microsoft last year.

BobClawblaw/newspost.py v1.3.10 | deepseek-v4-flash-dspark

[hypebrother]

[08:10] [#98aeB...]

How about we timestamp death certificates too and birth certificates?

So lest them remember that we breathed fire in our lungs, burned rubber on the highways and leaked engine oil..

worn out, patches jeans and obviously basil genes..

by the way I love young girls too .. they are very sissy and fun

from around -2 years old to probably 16

BTC

[ChartBuddy]

Explanation
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[ChartBuddy]

Explanation
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[xhomerx10]

[08:10] [#98aeB...]

How about we timestamp death certificates too and birth certificates?

So lest them remember that we breathed fire in our lungs, burned rubber on the highways and leaked engine oil..

worn out, patches jeans and obviously basil genes..

by the way I love young girls too .. they are very sissy and fun

from around -2 years old to probably 16

BTC

 Not sure if you're going for that 'I AM HODLING' vibe but this post likely wont be as well received.

[ChartBuddy]

Explanation
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[ChartBuddy]

Explanation
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[cAPSLOCK]

Are we having fun yet?

Nope. Not quite yet.

[ChartBuddy]

Explanation
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[hypebrother]

lights out
in the environment of kali
i has achieved almost satori
when I changed my bluetooth firmwire

maybe transcend the crotch area?

#koan

[ChartBuddy]

Explanation
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[psycodad]

feb 29 1996

so 30 plus years no smokes.

you guys with your exact dates.

i stopped smoking (vaping) a few years ago.. thats about as close as i can make it.

same with a particular drug that had me back in the day, no particular date of cessation just 50 odd years ago for that one.

basically, as i managed to stop before i die, its a close enough timeframe i reckon

You can still eat the weed. I switched to edibles. I usually just make some cannabis olive oil and dribble that on some bread. Now that I know how lungs work, I feel more appreciation for my own.

Tinctures!
Didn't knew they exist until recently, but when dad who is being eaten up by his cancer wanted to try weed to have a better sleep, some relaxation and stimulate his appetite, I started to experiment with it.
Beats edibles and smoking in every aspect IMO. Used sublingual, it shoots in within 2-3min and the effect lasts for a 3-5 hours, after that you're sober again. This was important as when he takes his first nightly piss he shouldn't have any dizziness as when he falls and starts bleeding it's over.
Also it's very accurate to dose, not happy with the dose after 5min, take a few more drops.

Needs some work, time and patience to prepare/make, but the whole family is meanwhile using it instead of some sleeping pills in these challenging times.

[ChartBuddy]

Explanation
Chartbuddy thanks talkimg.com

[ChartBuddy]

Explanation
Chartbuddy thanks talkimg.com

[hypebrother]

[08:10]

BTC

 Not sure if you're going for that 'I AM HODLING' vibe but this post likely wont be as well received.

First of all, the fact that I may have BTC or I am Holding is not a matter of general public opinion, because we already talked about kingfisher strong aka sbi bailouts since 47

anyways,

Since the consensus is well recieved, we may proceed to DCA more...

[Hueristic]

HF just notified me.

Quicker than most.

Glad it's just another throw away account.

Dear dummerthandumm,

Last week, on July 16, we published a security disclosure regarding an incident on our systems that occurred earlier that week. We're reaching out to update you directly on this: while our investigation is not officially over yet, we were able to assert with certainty that no data from your account were compromised in this attack, and as a result, no safeguard action is needed on your end.

We have now established that the incident occurred during the evaluation of a model by OpenAI, and we're working closely with them in the final stages of our investigation: openai.com/index/hugging-face-model-evaluation-security-incident

Hugging Face takes security very seriously. As part of this investigation, we’re conducting a thorough review of our security policies and procedures and will continue to strengthen them where appropriate.

Best,

The Hugging Face team

[ChartBuddy]

Explanation
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