Daily Briefing

Daily Crypto Briefing

July 14, 2026

Executive Summary

Institutional demand remains strong with consistent BTC ETF inflows ($90.4M daily). ETH/BTC breakout suggests altseason may be starting. However, overall market sentiment remains cautious given macro uncertainties.

Today's Highlights
πŸ”΅ Bitcoin ETF inflows surge to $90.4M daily

Spot Bitcoin ETFs saw net inflows of $90.4M on July 14, with 7-day net flow reaching $184.2M. Total BTC ETF AUM now exceeds $50.9B.

Bitcoin ETF
🟣 Ethereum ETF sees $2.2M daily inflow

Spot Ethereum ETFs recorded $2.2M net inflow on July 14. 7-day net flow stands at $30.6M, with total AUM at $10.2B.

Ethereum ETF
πŸ“ˆ ETH/BTC breaks key resistance

ETH/BTC broke above 0.02858 resistance on July 13, a level held since June. Fundstrat's Tom Lee flagged this as potential signal of capital rotation from BTC to alts.

Technical
πŸ”„ Rocket Pool fundamentals weaken

rETH supply fell 0.2% to 322,373. Active minipools dropped 0.2% to 18,504, node operators slipped 0.5% to 1,473.

DeFi
⚠️ Crypto market in fragile position

July 2026 finds crypto in one of its most fragile positions since post-FTX bear cycle. BTC trading in low-$60,000 area.

Market
Bitcoin ETF AUM
$50.9B
BTC ETF 1-Day Flow
+$90.4M
Ethereum ETF AUM
$10.2B
ETH ETF 1-Day Flow
+$2.2M
πŸ’‘ Investment Recommendation
BTC
HOLD

Maintain BTC position. Strong institutional demand continues via ETFs.

ETH
ACCUMULATE ON DIPS

Consider gradual ETH exposure. ETH/BTC breakout suggests altseason may be beginning.

ALTS
MONITOR

Avoid overexposure to smaller alts until clearer trends emerge. Focus on BTC/ETH for now.