Public bitcoin miners liquidated a record volume of BTC holdings during the first quarter, marking the highest sell-side pressure from this cohort on record. The disclosure points to a structural shift in how listed mining companies are managing treasury exposure as market conditions evolve. Historically, larger miners held significant portions of mined bitcoin on their balance sheets as a leveraged bet on price appreciation, but rising operational costs and tightening margins appear to be driving a more aggressive monetization posture. The trend is significant for bitcoin's spot market because public miners represent one of the most predictable and sizable sources of organic sell pressure. Sustained liquidation at record levels could weigh on near-term price structure, particularly if miner revenue from block rewards remains compressed post-halving. Investors tracking bitcoin's supply dynamics should monitor whether private miners follow suit and whether any major public miners have materially reduced their BTC reserves below historically maintained thresholds.
The Indian government has launched an OFS to sell up to 6.5% of its LIC stake, opening for non-retail investors on August 4, 2026, at a floor price of Rs 382 per share, about 11% below Monday's close. The discounted offering is likely to pressure LIC shares in the near term as supply increases sharply.
More than a dozen major Indian companies including Bharti Airtel, ONGC, Pidilite, Nykaa, DLF, and Ather Energy report April-June 2026 earnings on August 4. Results span telecom, energy, consumer goods, real estate, and EV sectors, giving markets a broad read on corporate health mid-earnings season.
Amazon shares hit a new all-time high Monday, pushing its market cap above $3 trillion following a sustained post-earnings rally. The milestone places Amazon among the very few companies globally to reach this valuation, with investor focus on AWS and advertising growth driving the move.
Sensex Gains 500 Points as Oil Falls on Iran Talks
The Sensex rose around 500 points and the Nifty crossed 24,500 on Monday after Donald Trump announced talks with Iran, pushing oil prices lower. IndiGo, ITC, FMCG, and metals led the gains as cheaper crude eased cost and inflation concerns.
