BTC Reclaims $61K Amid ETF Outflows; Oil Retreats; Fed Cut Hopes Rise
Bitcoin reclaimed $61K as weak U.S. jobs data boosted Fed rate cut expectations. Spot ETF outflows of $225M on July 25 ended a 7-day inflow streak. Oil pulled back from $100 to ~$97 on Iran peace talk signals. Altcoins remain under pressure with SOL and ETH range-bound.
BTC surged past $61,000 as weak U.S. jobs data reignited Fed rate cut speculation. The jobs miss suggests economic cooling, historically positive for risk assets and BTC. ETF outflows of $225M on July 25 ended a 7-day consecutive inflow streak, creating short-term headwinds but not reversing the structural bullish trend.
Source: Virlan / CoinStats
Spot Bitcoin ETFs saw $225 million in net outflows on July 25, ending a week-long inflow streak. The outflow followed 5 consecutive days of $727M net inflows (July 21-22 alone saw strong $66K+ breakthroughs). This is a normal consolidation pattern after strong inflows, not a structural reversal.
Source: CoinGlass / InteractiveCrypto
WTI crude pulled back from $100/bbl (first since May 2026) to ~$97 after Pakistan's Iran peace talks initiative reduced Strait of Hormuz disruption fears. This was the 4th Hormuz closure event in 2026. The retreat signals diplomatic off-ramps exist, reducing energy-driven crypto market volatility.
Source: Reuters / Bloomberg
Solana traded in a narrow range over the past 48 hours, declining 2-3% as altcoin market remains under pressure. The broader altcoin market is waiting for BTC to establish a clear direction above $66K before breaking out. SOL remains above key support levels despite choppy action.
Source: CoinStats / CoinMarketCap
Ethereum remains near $1,700-$1,800 range, with ETH/BTC pair testing key resistance levels. Altcoin season index remains below threshold. The divergence between BTC's macro-driven moves and ETH's DeFi/NFT ecosystem activity suggests selective, not broad-based, altcoin interest. Major DeFi protocol TVL flat week-over-week.
Source: CoinStats / DeFi Llama
Soccer Bets tracker deployed. 2 MLS matches identified with +1 Asian handicap on away teams: Dallas FC (+1) vs Santiago FC, LA Galaxy (+1) vs San Jose Earthquakes. Sharp money moving on away teams as home lines inflated for teams with poor recent form. $40K total stake across 2 picks.
Source: Ergo Bot / 500.com
BTC: ~$61,000-$64,000 | ETH: ~$1,700-$1,800 | SOL: ~$80-$85
Oil: ~$97/bbl (down from $100 peak) (-3% from peak)
BTC ETF Flow (Jul 25): -$225M (outflow)
ETF inflows may resume after consolidation. $61K is a key support level with strong institutional demand underneath. Rate cut hopes are macro-positive. Target $68K-$70K on next catalyst (FOMC). Risk: deeper pull to $57K if ETF outflows accelerate.
ETH holding $1,700 range. ETF inflows still positive trend. DeFi TVL flat not declining. If BTC breaks $68K, ETH typically follows. Watch $1,900 as next resistance. Layer 2 ecosystem growth is structural tailwind.
Range-bound at $80-$85. Not breaking out yet but holding above $75 key support. Wait for BTC to establish $66K+ before entering SOL. High-beta play: moves more than BTC on breakouts.
Altcoin season index still weak. Only accumulate tokens with real revenue, active users, and clear product-market fit. Avoid meme coins and governance tokens without cash flow. Use BTC corrections to add quality alts.
Took profits after $100 peak. Iran peace talks add downside risk. Support at $90, resistance at $105. If Hormuz closes again, oil spikes again — maintain small speculative position.
📅 Report generated: 2026-07-26T09:30:00+08:00