$Bitcoin (BTC.CC)$ fall 4.64% over the past 7 days to $77,413, trading between roughly $77,000 and $81,000. $iShares Bitcoin Trust (IBIT.US)$ attracted $312 million in single-day inflows, while repeated selling above $80,000 kept the $80K-$81K area as the key near-term resistance. $Ethereum (ETH.CC)$ fall 4.26% to around $2,470, with continued institutional accumulation supporting sentiment.
Macro risk returned after Fed Chair Kevin Warsh’s hawkish Jackson Hole remarks lifted Treasury yields and rate-hike expectations. U.S.-Iran tensions also pushed oil higher, supporting $Exxon Mobil (XOM.US)$ , $Chevron (CVX.US)$ , $Energy Select Sector SPDR Fund (XLE.US)$ and $United States Oil Fund LP (USO.US)$ , while $SPDR Gold ETF (GLD.US)$ remained a key hedge. Higher energy prices could add to inflation pressure and weigh on crypto liquidity.
In equities, $NVIDIA (NVDA.US)$ remained the center of the AI trade, with attention extending to $Taiwan Semiconductor (TSM.US)$ , $Arm Holdings (ARM.US)$ , $Intel (INTC.US)$ , $Coherent (COHR.US)$ , $CoreWeave (CRWV.US)$ , $NEBIUS (NBIS.US)$ and $Nokia Oyj (NOK.US)$ across chips, networking and data-center infrastructure. Software also rebounded as $Salesforce (CRM.US)$ deepened its Anthropic partnership, lifting interest in $CrowdStrike (CRWD.US)$ , $Oracle (ORCL.US)$ , $Microsoft (MSFT.US)$ , $Intuit (INTU.US)$ .