Friday, August 7, 2026 | 🌙 U. S. Evening Market Update

Bitcoin is near $64.9K and slightly positive on the 24h read as the market moves into the weekend. Stronger equities and lower volatility support the broader backdrop, while USDX edged higher and the U.S. 10Y yield was unchanged. Bitcoin is about $100 below this morning’s Daily Pulse checklist. The headline mix is dominated by Trump Media ending its Crypto.com partnership and Treasury sanctions targeting crypto exchanges it says laundered funds for Iran. The key tension: Bitcoin has a slightly positive 24h read alongside a constructive equity and volatility backdrop, but corporate deal reversals and sanctions headlines keep crypto-specific risk active into the weekend. Market check: • BTC: $64,883 (24h: 0.83%) • BTC dominance: 56.8% • USDX: 25.50 (0.07%) • US 10Y: 4.63% (0 bps) • SPY: 773.26 (0.61%) • VIX: 15.15 (-4.17%) Scenario watch: 🟢 Bull case: Bitcoin’s slightly positive 24h read holds as stronger equities and lower volatility remain supportive through weekend crypto trading. ⚪ Base case: Bitcoin stays near $64.9K while participants weigh the constructive broader backdrop against corporate and sanctions headlines. 🔴 Bear case: Crypto-specific policy and corporate headlines become the stronger signals despite the calmer volatility backdrop. Into the next cycle, we’re watching: • Asia/Tokyo: Whether Bitcoin holds near $64.9K as weekend crypto liquidity begins. • London: Whether the end of the Trump Media and Crypto.com partnership remains the key corporate crypto story. • New York: Whether the higher USDX, unchanged U.S. 10Y yield, and constructive Friday equity close remain the main macro reference into Monday. Clean read for now: Bitcoin enters the weekend slightly positive on the 24h read, but corporate and sanctions headlines remain active in the background.