News of a possible short-term ceasefire between the United States and Iran led to the recovery of the risk assets on Monday. Bitcoin fell to about $6.39 million at one time, then recovered and repositioned on $65,000. The fall in oil prices from a high of one month has also eased market concerns about increased geo-risk.

Geomessage leads back.

According to Reuters, the offer of good offices from the Iranian side included a 10-day ceasefire arrangement to buy time for the resumption of negotiations on the previous interim agreement between the United States and Iraq. Following the news, WTI crude oil fell back to about $80 per barrel, and the stock indicated futures were well synchronized with encrypted assets.

Over the past week, bitcoin has increased by more than 3 per cent. The overall volatility of mainstream encrypted assets is relatively limited, with Solana and Ethera falling by less than 0.5 per cent 24 hours. However, some of the highly volatile tokens remained under pressure, and Hyperliquid's hype had fallen by about 5 per cent over the past week.

Solana synchronised with ETF

Solana fell to $74.25 last week, and gradually repaired it. Since 17 July, SOL has started to pick up and break at once on Monday at $77.

SoSoValue data show that the United States marketed bitcoin ETF recorded a net inflow of $75.7 million last week, with a second consecutive positive inflow.

  • Net inflows in the previous week were $197.4 million
  • Cumulative net inflow since July is about $200.2 million
  • But in June, net outflows reached $4.5 billion.

Throughout the year, spot bitcoin ETF flows remained net outflows in 2026, with a cumulative value of approximately $5.2 billion. According to Pembo ETF analyst Eric Balchunas, bitcoin ETF may have a development path similar to that of gold ETF and, after rapid expansion, may also experience a phased retreat and rehabilitation.

Money is prudent.

According to the documents disclosed on Monday, Michael Saylor, Strategy sold the regular equity fund-raising fund last week at $263.5 million, of which $225 million was transferred to the cash reserve instead of continuing to buy bitcoin. This increased its cash reserve to US$ 3,225 million, and currently holds 843,775 bitcoins, but has not been purchased for two weeks in a row.

In the context of the weak performance of most of the mountain currencies, the Pump.fun coin PUMP became a few of the anti-growth varieties. The currency rose by more than 17 per cent a day, rising to US$ 0.0207, a new high since 12 May. The CoinMarketCap index of encrypted fear and greed, which is currently 35 and remains in the “fear” zone, shows that market sentiment, though repaired, remains generally cautious.