Strategy holds 843,775 BTC bought at an average of $75,476, against a price near $64,800 at the time of writing. That puts the position roughly $9 billion below the $63.69 billion the company spent acquiring it.

Bitcoin has declined during the August–September window before all three U.S. midterms in its trading history, then fallen further in the fourth quarter each time.

The Federal Reserve left its benchmark rate unchanged at 3.50%-3.75% on July 29, extending its pause for a sixth consecutive meeting as policymakers continue to assess persistent inflation.

Bitcoin’s recovery above $65,000 lasted less than a full session. After reaching roughly $65,600 on July 27, BTC gave back the entire move and returned to the support area it had defended last week.

Bitcoin traded near $65,150 at the time of writing, up approximately 1.3% over 24 hours after the United States and Iran refrained from striking each other for a second consecutive day.

The Bank of Japan holds its next monetary policy meeting on July 30 and 31, six weeks after raising its policy rate to 1%, the highest level in 31 years.

Bitcoin traded near $64,300 on July 26, 2026, after defending the 0.236 Fibonacci retracement at around $63,600. The 50-day simple moving average sits roughly $400 beneath it at $63,240, leaving two distinct floors close together.

Bitcoin is not showing a clean bullish reversal or a renewed capitulation. The data instead points to a market capable of producing a sharp rebound through positioning, but one that still needs stronger spot accumulation and improving capital flows to turn that move into a sustainable recovery. 

A record amount of Bitcoin is now sitting in the hands of long-term holders, even after months of volatility and a sharp decline from the market’s earlier highs.

Robert Kiyosaki has offered a simple explanation for why some Bitcoin investors panic during a crash while others continue accumulating.

Bitcoin developers have outlined a five-year migration plan intended to protect wallets before quantum computers become capable of attacking the signature systems used by the network today.

Bitcoin’s rebound has reduced the losses carried by active on-chain traders, but the broader ownership data still stops short of confirming a trend reversal.