Alright, experts say the world’s crypto game isn’t about to be won on Wall Street, no sir.
Fear Spikes in Bitcoin Options as Macro Tensions Surge, but Historical Patterns Favor a Bounce
Amid the latest pullback, Bitcoin dipping below $113,000 reflects more than just a trend reversal; it’s a snapshot of rising nerves in the market.
Traders are bracing themselves, with the 30-day options delta skew hitting 12%, its highest reading in four months, suggesting increased demand for downside protection and a growing caution among investors.
These spikes in fear haven’t always been bearish. Back in April, when similar sentiment overload hit, Bitcoin was sitting near $74,500, but within a month it surged nearly $30,000.
History doesn’t guarantee a repeat, but it speaks volumes about how sharp reversals often follow emotional peaks.
One particularly notable thing about this dip, it’s not unfolding in isolation. U.S. import tariff fears, regulatory scrutiny tied to a Trump-linked probe, and underwhelming AI earnings are putting a dent in speculative returns across markets.
Yet Bitcoin continues to hold above $117K, a testament to institutional buying and ETF strength anchoring the digital asset.
Now, letting the narratives settle and liquidity return might pave the way for a rebound.
Watching events like Jackson Hole closely, alongside on-chain metrics, can reveal whether recent swings are simply digestion or a deeper shift in sentiment.
So if $112K holds as a support level, this could very well be the setup for the next leg of the bull run rather than a reset.
Ryan Lee, Chief Analyst at Bitget
Disclosure:This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.
Kriptoworld.com accepts no liability for any errors in the articles or for any financial loss resulting from incorrect information.
Harvard Economist Admits Bitcoin Prediction Was Wrong
Harvard economist Kenneth Rogoff, who once claimed Bitcoin would fall to $100 before reaching $100, has acknowledged he miscalculated three key points.
Strategy Stock Falls to Four-Month Low as Michael Saylor Changes MSTR Issuance Rules
Strategy stock (MSTR) dropped to $336.57, the lowest level since April 17. The decline marks a 21.04% fall in one month.
The drop follows Bitcoin’s 8.6% decline, falling from $124,128 last Thursday to $113,638.
Other Bitcoin treasury companies also reported stock losses. MARA Holdings (MARA) declined 19.44%, Coinbase Global Inc (COIN) dropped 26.97%, and Riot Platforms (RIOT) fell 14.69% in the past month.
Strategy’s last trade at this level occurred in April, when Bitcoin’s price stood at $84,030.
The company’s performance highlights the close link between Strategy stock and Bitcoin price movements.
Michael Saylor Updates Strategy MSTR Issuance Policy
Michael Saylor announced changes to Strategy’s MSTR Equity ATM Guidance. The company lowered restrictions on issuing new shares.
Previously, Strategy limited issuing shares below 2.5 times its net asset value (mNAV) to debt payments or preferred equity dividends.
In an X post on Monday, Saylor wrote:
“Strategy today announced an update to its MSTR Equity ATM Guidance to provide greater flexibility in executing our capital markets strategy.”
The new guidance allows Strategy stock to be issued below 2.5 mNAV not only for debt and dividends but also “when otherwise deemed advantageous to the company.”
At present, Strategy mNAV stands at 1.55, showing that the company trades well below the value of its Bitcoin holdings.
Strategy Shareholders React to Policy Change
Saylor’s update divided the community. Some pointed to the change as a way for Strategy to secure more Bitcoin purchases, while others criticized the reversal from its earlier earnings report.
Crypto trader Kale Abe commented:
“He’s literally telling you straight up he’s gonna buy a… ton more BTC.”
According to SaylorTracker, Strategy holds 629,376 Bitcoin, valued at $71.34 billion.
Former shareholder Josh Man said he felt misled:
“The head of the company said he wouldn’t sell below 2.5 mNAV, so I bought. He made this agreement with the shareholder at the live earnings release. And then he sold below mNAV 2.5.”
Developer Endre Stolsvik viewed the policy shift as practical under current market conditions:
“The ‘no issue below mNAV 2.5’ was too strict, given that we’re far away, now at 1.59.”
Bitcoin Treasury Stocks Under Pressure
The decline in Strategy stock reflects wider weakness among Bitcoin treasury companies. Falling Bitcoin prices have directly impacted equity values for firms holding large Bitcoin reserves.
Strategy remains the largest corporate Bitcoin holder, with more than 629,000 BTC. However, companies like MARA, COIN, and RIOT also recorded double-digit stock losses during the same period.
The combined downturn emphasizes the close correlation between Bitcoin price and the performance of listed Bitcoin treasury companies.
Disclosure:This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.
Kriptoworld.com accepts no liability for any errors in the articles or for any financial loss resulting from incorrect information.
Tatevik Avetisyan is an editor at Kriptoworld who covers emerging crypto trends, blockchain innovation, and altcoin developments. She is passionate about breaking down complex stories for a global audience and making digital finance more accessible.
📅 Published: August 4, 2025 • 🔄 Last updated: August 4, 2025
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Ethereum’s ERC-8004 Sets Stage for AI-Powered Trustless Agents in Web3
Ethereum is making a bold leap into the future with its proposed ERC‑8004 standard “Trustless Agents” designed to empower autonomous, AI-driven applications that can collaborate without pre-established trust.
Through lightweight on-chain registries for identity, reputation, and validation, this protocol elegantly bridges the trust gap between agents spanning different organizations.
Think of it as giving Ethereum the infrastructure to host smart, self-aware agents that can negotiate DeFi strategies, govern DAOs, or trigger contracts in real time, all built on an open, auditable layer.
The potential use cases are endless, DeFi protocols could tap AI-powered strategies, delegating tasks to trusted agents, while DAOs might lean on dynamic, reputation-backed governance models that auto-adjust based on performance.
Smart contract automation gains a new dimension when embedded agents autonomously execute complex logic based on their reputation and validation history.
Ethereum’s flexible architecture means developers can integrate these systems without compromising the permissionless ethos that powers its innovation.
Of course, challenges remain. Scaling agent interactions on-chain, ensuring registry integrity, and aligning with evolving regulatory landscapes will be key.
Yet by establishing a secure, transparent foundation for agent collaboration, ERC-8004 paves the way for Ethereum to lead in trustless, AI-native Web3 infrastructure.
ERC-8004 isn’t just another protocol tweak, it’s a strategic move to supercharge dApp development with AI, trust, and interoperability.
Ethereum isn’t just staying relevant; it’s setting the stage for what the next decade of decentralized intelligence might look like.
Ryan Lee, Chief Analyst at Bitget
Disclosure:This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.
Kriptoworld.com accepts no liability for any errors in the articles or for any financial loss resulting from incorrect information.
Pi Network’s slow burn to stardom needs more patience?
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US Treasury Calls for Public Comment on GENIUS Stablecoin Bill
The US Treasury Department opened a public comment period for the Guiding and Establishing National Innovation for US Stablecoins (GENIUS) Act.
