Market digest — Last 365 days

Executive summary

Bearish Neutral range under bearish pressure Market-wide Last 365 days Updated: 16:28 UTC · 13.08.2026
Over the past 365 days, the market passed the peak of the four-year cycle (BTC near $126k in October 2025) and entered a prolonged correction. The dominant factor of the period was geopolitical escalation around Iran and the Strait of Hormuz: oil spikes, US strikes and a global risk-off impulse set the bearish tone. By August 13, 2026, BTC trades near $63.3k, about 1% below the 200-week average, testing this zone from below. Structural support from the US bitcoin reserve, regulatory clarity and institutional participation remains, so the yearly backdrop is still constructive, but tactically confirmation of a return above ~$64k is needed.
Regime Neutral range under bearish pressure
Period 13.08.2025 19:00 UTC → 13.08.2026 19:00 UTC
Events 6150 / 2355 market-moving
Confidence 70.00

What to do now

Action Watch and wait for confirmation
Risk High
Average confidence 30.26
Maximum confidence 94
Long: 67 Short: 118 Watch: 2270
Signals are mixed or still need confirmation. The system remains in watch mode to avoid trading noise.
The structural yearly backdrop remains constructive thanks to the US bitcoin reserve, regulatory clarity and institutional participation, but tactically BTC sits near the critical 200-week average with a neutral technical signal and bearish pressure. New bullish signals need confirmation: a sustained return above ~$64k and a close on higher timeframes. Upcoming Core PCE, NFP and PPI create a crossroads: hotter data would increase pressure on risk assets, softer data would support recovery; given the recent uninformative macro reactions, focus on sustained moves after publication rather than the first minutes.

Why the system thinks this

Key drivers

Geopolitical escalation around Iran and the Strait of Hormuz, oil spikes
Post-peak BTC correction after ~$126k and test of the 200-week average
US bitcoin reserve announcement and regulatory clarity
Upcoming macro calendar (Core PCE, NFP, PPI) as a source of volatility
Weakness in altcoins and AI tokens

Risk factors

A firm break below the 200-week average would raise the risk of a deep correction
Renewed escalation around Iran and the Strait of Hormuz, fresh oil spikes
Hot macro data (Core PCE, NFP, PPI) would reinforce expectations of tighter Fed policy
Sell-off in altcoins and AI tokens amid risk-off
Uninformative reactions to macro releases due to incomplete data

Top signals

only the strongest for the period
02:38 UTC · 30.07.2026 U.S. launches fresh airstrikes in Iran - Axios
Short Bearish Confidence 94.00
00:33 UTC · 28.06.2026 Iran war news: US military says it struck multiple targets in Iran as ceasefire is strained by 2nd day of attacks - ABC7 Bay Area
Short Bearish Confidence 94.00
15:56 UTC · 31.07.2026 Costs to Hedge Against a Deeper Selloff in US Bonds Are Soaring
Short Bearish Confidence 88.00

BTC context

Neutral Bullish structure, short-term pullback Seasonality: Neutral
BTC $63.339
24H / 7D 0.09% / -1.67%
SMA 200W $64.002
Distance -1.04%
1H: 0.10%
30D: 1.97%
YTD: -15.51%
Month: 0.70%
Monthly average: 1.06%
Profitable months: 30.77%
Seasonality conflict: No
BTC is in a neutral tactical regime. New signals are better interpreted through momentum confirmation. BTC is below the 200W SMA: the long-term cycle is under pressure and defensive scenarios carry more weight.
Updated: 18:00 UTC · 13.08.2026 · Source: Internal market data

Top events for the period

01:18 UTC · 11.06.2026 Iran announces closure of Strait of Hormuz following US strikes
Bearish Geopolitics Market-wide Score 99 Impact 10/10
02:01 UTC · 11.06.2026 Oil Prices Spike as Iran Declares Strait of Hormuz Closed
Bearish Geopolitics Market-wide Score 99 Impact 10/10
22:00 UTC · 15.06.2026 How Trump’s Iran Deal Breaks Sharply From Obama’s 2015 JCPOA
Bullish Geopolitics Market-wide Score 98 Impact 10/10
02:03 UTC · 22.06.2026 Shipping stalls in Strait of Hormuz after Iran declares key waterway shut
Bearish Geopolitics Market-wide Score 98 Impact 10/10
22:43 UTC · 06.05.2026 White House Says Bitcoin Reserve Announcement Coming in Weeks
Bullish Macro BTC Score 98 Impact 10/10

Additional data

BTC relationship to the regime

BTC remains the main regime filter: the price near $63.3k is about 1% below the 200-week average (~$64k) and is testing this critical zone from below. The technical picture is neutral, with the structure showing a short-term pullback within a bullish framework. A sustained return above ~$64k would confirm strength; a close below would raise the risk of further correction.

Key tags

geopolitics regulation oil macro risk-off bitcoin middle-east iran inflation ai
BTC: — → $63.507 (—)
BTC low / high: — / —
BTC volatility:
Market cap: — → $2.18T (—)
Market cap min / max: — / —
AI market cap: — → $11.29B (—)
AI market cap min / max: — / —