Zaggle Prepaid Ocean Services Limited (NSE: ZAGGLE | BSE: 543985), India's leading spend management and SaaS-led FinTech platform, today announced that its Board of Directors has approved an investment of up to Rs 7.96 crore, in one or more tranches, in Unobanc Private Limited, a technology-driven cross-border payments and remittances company operating under the moneyHOP brand. Upon completion of the proposed investment, Zaggle will hold up to 19.9% equity stake in Unobanc Private Limited.

The investment aligns with Zaggle's strategy of expanding its payments ecosystem and strengthening its presence in high-growth financial services segments. It further enhances the Company's capabilities across cross-border payments, forex, remittances and international financial solutions, supporting both enterprise and retail customers.

Suminter India Organics, a leading organic and sustainable food ingredients company, has raised Rs 25 crore in debt funding from BlackSoil Capital to strengthen its working capital and support procurement during the peak harvest season.

The funding will enable Suminter to source high-quality organic food ingredients at scale while further deepening engagement with its network of over 100,000 smallholder farmers across India, the Philippines, and Africa.

Founded in 2004, Suminter operates a fully integrated farm-to-market platform that manages sourcing, certification, processing, and global distribution of certified organic and sustainably sourced ingredients. The company supplies products including spices, coconut products, oilseeds, cocoa, sweeteners, and natural fibres to leading food and ingredient brands in the US, Europe, and other international markets.

Nischal Shetty, Founder, WazirX

The first half of 2026 marked an important phase in rebuilding WazirX. At the start of the year, we set ourselves a clear objective: make customer delight our default. For us, customer delight means looking at every decision from the user's side. This principle shaped how we improved our product, supported users and delivered the commitments made during our restart. 

Now, coming to the part which excites me the most!

The launch of WazirX Futures has taken off to a great start. In just five months, average trades per user increased by 11x. The trading value allocated grew 300% from March to June. Futures traders consisted of existing spot traders (who also continued to remain active in Spot) as well as new users on the platform.

More than 82% of WazirX users now come from non-metro cities, with the typical investor being a 34-year-old working professional. This reflects India's broader digital transformation, where better internet access, UPI, and financial awareness are making crypto accessible across the country.

Investor behaviour is also maturing. Throughout H1, deposits consistently outweighed withdrawals, while withdrawal activity declined steadily despite market volatility. Users are increasingly viewing crypto as a long-term investment rather than reacting to short-term market movements.

March stood out as a turning point. As Bitcoin recovered and institutional ETF inflows returned globally, investors deployed larger amounts of capital with greater conviction. The second quarter then saw more balanced participation, with users gradually diversifying beyond Bitcoin into sectors like AI, Gaming, DeFi, Layer-2s and Real World Assets, while Bitcoin, Ethereum and stablecoins continued to form the foundation of portfolios.

For our users, we are working hard to become a platform that works consistently, communicates transparently and delivers on its commitments.

During H1, we launched Guardians of Trust to bring our security updates, transparency initiatives and user education efforts together in one place. We also strengthened our infrastructure by integrating Fireblocks' digital asset technology alongside our existing custody framework.

We completed the issuance of Recovery Tokens under the court-approved Scheme during this period. This was an important commitment to users, and completing it matters more than simply announcing it. Reliability is built when commitments are followed through, concerns are communicated early and users are not left to chase answers.

Our internal customer satisfaction metric touched 90% which included a record improvement in the first response turn around time as well!

Our work is far from complete. In the second half of 2026, we will continue improving every customer touchpoint, building products that are simpler to use and delivering consistently on the commitments we make. We have some exciting products lined up like WazirX AI, an instrument to empower users with relevant market research to help them make accurate trades, and Taxlyst, a free crypto tax reporting tool to help users import their transaction statements from any crypto exchange, calculate their gains, losses, refund claims, and have a tax-ready report.

Customer delight and reliability cannot remain statements of intent. Users must be able to see them in the product, experience them when they need help and rely on them whenever they interact with WazirX. That is the standard we are setting for ourselves.

TrustLine Holdings, the leading Equity Research and Asset Management firm has announced the successful final close of its Intrinsic Deep Alpha AIF-II. The fund has received a total commitment of Rs 260 crore across its closes from existing and new investors, well ahead of what it had internally set out at the beginning.  This Category III AIF Fund's mandate is to focus predominantly on micro and small cap space in the sub-2000cr market cap segment and to aim at early-stage investing in the listed space. TrustLine is among the top discretionary asset managers in India with industry leading performance.

TrustLine raises well over the target corpus for the new AIF Cat III offering. Investor response has exceeded our expectations. The level of interest and confidence from both our existing investors and new prospects reinforces our conviction in this strategy. 

New data centre capacity additions in India surged to 258 MW IT in H1 2026, compared to 162 MW IT in H1 2025, registering an impressive 59.3% Y-o-Y growth, taking the country's total operational stock to 1.8 GW IT. Absorption reached 278 MW IT in H1 2026, up 31.1% Y-o-Y, led by hyperscalers, other smaller cloud players and larger enterprise demand , According to global real estate consultancy Savills India.

"The Indian data centre market continues to witness sustained growth, driven by both established operators and an influx of new funds and developers, seeking to establish a presence in this sector. While the broader colocation market has experienced relatively moderate demand due to increasing enterprise adoption of cloud services, demand from hyperscalers and large enterprises remains strong and is expected to continue underpinning market expansion.

Alphabet Workers Union President Parul Koul accused the company of prioritising shareholder returns over employees despite Google's high market value. Read full report here

Gaurav Garg, Lemonn Markets Desk

SBI Funds listed at a 6.9% premium, and the interesting thing is how modest that is against the demand behind it. This was a 41.7x-subscribed book with QIBs at 140x and a who's-who anchor list from GIC to Norges to BlackRock, yet the pop was single-digit and below the grey-market signal. The market is pricing the business, India's largest AMC and cheapest in terms of Earnings multiple is also its lowest-yielding one. The restrained debut is the market getting that right.

Where it goes next depends on the equity-AUM engine and that's what to watch.

The Internet and Mobile Association of India (IAMAI) has urged the Telecom Regulatory Authority of India (TRAI) not to recommend imposition of any licensing or authorisation framework on Free Ad-Supported Streaming Television (FAST) and Application-Based Linear Television Distribution (ALTD) Services.

In its submissions to TRAI on the 'Formulation of a Regulatory Framework for ALTD Services (Including FAST Services)' the Association underlined that both these services are App-based Internet services, and extending broadcasting regulations to the FAST and ALTD services would run contrary to the spirit of the government's own laws governing the digital content ecosystem. IAMAI pointed out that many online content providers offering FAST channels operate across multiple jurisdictions through standardised products and content pipelines. 

Introducing a separate India-specific licensing requirement could create avoidable regulatory complexity and compliance costs without proportionate consumer benefit. This may affect investment, innovation and consumer access to a diverse range of content.

The ALTD and FAST services operate exclusively at the application layer over the open internet. They merely utilise the underlying network layer to deliver content to consumers. These are fundamentally distinct from traditional Distribution Platform Operators (DPOs), which own and manage last-mile closed-network infrastructure.

CarDekho Group has launched Amber, an AI-powered employee listening platform, extending the company's AI-first approach from customers to its own people. Amber retires the annual engagement survey in favour of continuous, confidential conversations across the employee lifecycle.

Amber reaches employees at the moments that matter, including onboarding, role changes, manager transitions, milestones and exits, through channels they already use, such as WhatsApp and email. Employees respond when and where they choose, in minutes, not through hour-long annual forms. The result is a listening experience built around the employee's day, not HR's calendar.

FinX, India's leading platform for BFSI learning and certification programmes, has announced the launch of the Franklin Templeton National Mutual Fund Olympiad (FTNMFO) 2026, a nationwide initiative aimed at strengthening financial literacy and investment awareness among students. Undergraduate and postgraduate students across academic disciplines are invited to participate, with the Olympiad expected to engage over 50,000 students from more than 1,000 colleges across India. Groww, India's leading investment platform, has been onboarded as the education partner while the programme is also supported by the BFSI Sector Skill Council of India (BFSI SSC).

India's financial literacy landscape has evolved significantly over the last decade, and the participation from youth has been remarkable. In fact, SEBI's Investor Survey 2025 found that 66% of Gen Zs were aware of at least one market-linked investment product, signalling a growing interest in investing among young Indians. The Olympiad seeks to build on this foundation by helping young learners with a real-world experience to understand, access and engage with investment products such as mutual funds, ETFs, PMS, AIFs and SIFs, enabling them to participate more confidently in India's expanding investment ecosystem.

HDFC Asset Management Company Limited (HDFC AMC), Investment Manager to HDFC Mutual Fund (HDFC MF), one of India's leading mutual fund houses, today announced the launch of the HDFC Nifty Metal ETF and the HDFC Nifty Metal ETF FOF, providing investors with two avenues to participate in India's long-term metals and mining growth story. The New Fund Offer (NFO) for the HDFC Nifty Metal ETF will be open from July 20 to July 24, 2026, while the HDFC Nifty Metal ETF FOF will be open from July 20 to August 3, 2026.

India's metals sector is potentially poised to benefit from sustained infrastructure spending, manufacturing expansion and rising demand from renewable energy, electric vehicles, artificial intelligence and data centres. Supported by government initiatives, global supply chain realignment and India's competitive strengths as a metals producer, the sector is well positioned for long-term growth. The schemes provide diversified exposure to leading companies across steel, aluminium, copper, zinc, mining and allied metals represented in the Nifty Metal Index (TRI). It enables investors to participate in one of the key sectors powering India's next phase of economic development.

The report's findings indicate that women receiving the benefits maintained higher end-of-the-month bank balances compared to earlier periods. Read full report here

Vikas Gupta, Country Manager - India, Bybit

Bitcoin's move above $65,000 is being driven by a combination of improving macro conditions and resilient institutional demand. Recent U.S. spot Bitcoin ETFs have returned to positive territory, recording approximately $181 million in net inflows following the latest U.S. inflation data, with another $227 million in inflows reported the following trading day, highlighting that institutional interest remains intact. 

The market also continues to benefit from Bitcoin's post-halving supply dynamics. Following the halving, the issuance of new Bitcoin was permanently reduced by 50%, lowering daily new supply from roughly 900 BTC to 450 BTC. With long-term institutional demand remaining healthy, this structural supply-demand imbalance continues to support prices over the medium term.

Beyond short-term price movements, Bitcoin ETFs globally attracted approximately $12.4 billion in net inflows during Q1 2026 alone, demonstrating that institutional adoption remains a key structural driver of the asset class.

"As financial crime continues to evolve in complexity, both Public-Private Partnerships and Private-Private Partnerships are indispensable for achieving stronger Anti-Money Laundering and Countering the Financing of Terrorism (AML/CFT) outcomes," said Shri Amit Mohan Govil, Director, Financial Intelligence Unit - India (FIU-IND), inaugurating FinSight - Beyond Transaction Monitoring: System-Wide Disruption of Financial Crime, a leadership conference for Designated Directors and Principal Officers from the banking ecosystem. The conference was organised by the Alliance of Reporting Entities in India for AML/CFT (ARIFAC). 

Delivering the keynote address on the "Role of PPP for Effective AML/CFT Outcomes," Shri Govil stressed that continuous training and capacity building of Designated Directors, Principal Officers and AML/CFT professionals must become a strategic priority for Reporting Entities to strengthen institutional resilience and improve the quality of financial intelligence.

Bajaj Life Insurance, one of India's leading private life insurers, has announced the launch of its New Fund Offer (NFO), Bajaj Life Nifty 200 Value 30 Index Fund. Available under Bajaj Life's unit-linked insurance plans, the fund enables policyholders to participate in a disciplined value investing strategy while benefiting from the dual advantage of life insurance protection and long-term wealth creation.

The fund is designed to provide long-term capital appreciation by tracking the Nifty 200 Value 30 Index, which identifies 30 companies from the broader Nifty 200 universe based on their value characteristics. The index adopts a transparent, rule-based methodology to select companies that exhibit attractive valuations across multiple financial parameters while maintaining exposure to fundamentally strong businesses. The fund provides a diversified portfolio that combines the stability of large-cap with the growth potential of select mid-cap companies. The index is periodically rebalanced to continue capturing attractive value opportunities as markets evolve.

Choice Group, through its subsidiary Choice Consultancy Services Private Limited (CCSPL) and Ayoleeza Consultants Private Limited has won/been awarded multiple government mandates during Q1 FY27 with an aggregate contract value of approximately Rs 191.38 Crores. The projects span e-governance, digital transformation, railway infrastructure, project management consultancy, engineering supervision, financial advisory, technology consulting and citizen-centric public infrastructure initiatives across multiple states. These wins further reinforce Choice Group's position as a trusted partner to governments in delivering large-scale infrastructure, digital governance and public sector transformation projects across India. The following sections provide details of the assignments awarded to the Company.

Former Indian Cricket Captain Mahendra Singh Dhoni has invested in residential rooftop solar company SolarSquare through his family office, Midas Deals, as part of the company's recently announced $53 million Series C funding round. He will also join the company as its brand ambassador. The partnership reflects his conviction in the long-term growth of India's residential rooftop solar market.

Dhoni's investment comes at a time when residential rooftop solar is emerging as one of India's fastest-growing consumer categories. Rising electricity costs and increasing consumer preference for clean energy are driving more homeowners to switch to rooftop solar as a long-term solution for managing household energy costs. As the category expands, homeowners are increasingly choosing residential solar companies that offer comprehensive solutions

Rubina Singla, Founder of Equitrust Solutions

"The recent volatility in Indian equity markets reflects how quickly global geopolitical developments can influence investor sentiment. Escalating tensions in the Middle East and the resulting fluctuations in crude oil prices have prompted investors to adopt a cautious approach, particularly in sectors that are sensitive to energy costs and inflation. However, it is important to distinguish between short-term market reactions and the long-term strength of the Indian economy.

India's macroeconomic fundamentals remain resilient, supported by healthy domestic consumption, ongoing infrastructure investments, improving corporate balance sheets, and a stable banking system. While geopolitical uncertainty may lead to intermittent volatility, disciplined investors should avoid making decisions based solely on headlines. Instead, they should focus on portfolio diversification, quality businesses with strong earnings visibility, and a long-term investment horizon.

Periods of uncertainty often create opportunities for investors who remain patient and maintain a balanced asset allocation. As global risks evolve, prudent risk management and regular portfolio reviews become even more critical. Rather than attempting to time the market, investors should stay aligned with their financial goals and rely on a disciplined investment strategy to navigate changing market conditions. History has consistently shown that markets reward long-term conviction over short-term speculation."

Smarten Power Systems, an Indian power backup and solar energy solutions company catering to residential and commercial users, today announced its business update for the quarter ended 30 June 2026 (Q1 FY2026-27). The quarter was marked by operational developments across sales, distribution, manufacturing and infrastructure.

During the quarter, the company sold approximately 1.18 lakh units across its product portfolio, led by demand for home UPS systems, solar power conditioning units (PCUs), batteries and solar panels. The quarter also witnessed heightened demand for power backup solutions amid elevated summer temperatures and increased electricity consumption across several parts of northern India.

Among food items tracked under the Consumer Price Index, eggs and meat recorded the highest inflation in five months. Their prices have risen faster. Read full report here

TARC Limited, one of Delhi-NCR's leading luxury real estate developers, announced the appointment of Ajay Gupta as Chief Development Officer (CDO), Ankush Kaul as Chief Business Officer (CBO) and Mridul Srivastava as Chief Human Resources Officer (CHRO). These strategic appointments reinforce the company's commitment to building a future-ready leadership team as it enters its next phase of growth, expands its luxury residential portfolio and strengthens its institutional capabilities.

Together, Ajay Gupta, Ankush Kaul and Mridul Srivastava bring more than eight decades of collective leadership experience across luxury real estate, infrastructure, financial services, hospitality, technology, telecom and BFSI. Their appointments are expected to play a significant role in advancing TARC's commercial strategy, integrated project development, customer-centric approach and organizational excellence as the company continues to build landmark luxury developments.

Commenting on the appointments, Mr. Amar Sarin, Managing Director & CEO, TARC Limited, said "Strengthening our leadership team remains a strategic business priority as we continue to scale our business and deliver best-in-class luxury developments. Ajay, Ankush and Mridul bring deep expertise across business growth, project development and organizational excellence. Together, they will play a key role in driving the next chapter of TARC's growth, while reinforcing our commitment to creating homes Inspired by Differentiated Luxury. Curated Residences. I wish them success in their new roles and look forward to their contributions in strengthening TARC's vision, growth trajectory and commitment to excellence."

The Thesis

India's infrastructure and capital goods cycle is the standout conviction signal this week - steel, cement, and power grid names dominate the conviction table. Despite Brent crude testing $90 on Iran-Hormuz tanker strikes, domestic institutions absorbed ₹1,312 Cr of net buying on Monday, confirming the domestic capex thesis holds against global risk-off.

Where We're Concentrated

The portfolio clusters in hard-asset infrastructure - integrated steel, bulk cement, and regulated power transmission - sectors anchored to government capital expenditure and housing mandates, not discretionary demand. The key tail risk is Brent sustaining above $90: energy import costs widen, USD/INR softens past 97, and FII selling pressure increases. India VIX at 12.9 and PCR at 1.36 show the hedged market remains constructively positioned, but the Iran escalation is the live variable that determines whether this thesis runs or stalls.

Conviction Picks

Highest Conviction

JSW Steel

India's infra pipeline absorbs volumes while Hormuz disruption lifts global steel export realisations.

SAIL

PSU steel with direct capex linkage; shielded from private credit cycles as DII flows favour public enterprise.

UltraTech Cement

Cement demand locked into PMAY and highway pipeline; pricing power intact despite rising energy costs.

Power Grid Corporation

Regulated ROE backstop and FY28 capex visibility anchor this as a low-volatility play in rising crude.

Tech Mahindra

Dollar-revenue hedge in a softening rupee environment; Q1 IT results season adds a near-term catalyst.

One Thing to Watch

Brent above $90. Iran struck tankers in the Strait of Hormuz overnight; Brent has surged to $90.70. A sustained hold above $90 widens India's energy import bill, tests USD/INR past 97, and risks reversing the DII-led buying that is holding Nifty 500 near 23,338.

Avinash Shekhar, Co-Founder & CEO, Pi42

"Bitcoin continued to trade above $65,000 range as steady ETF inflows helped support prices, even as geopolitical tensions and uncertainty around interest rates kept investors cautious. The market has shown resilience by holding above key support levels despite these external headwinds, reflecting continued confidence in the asset.

One of the biggest drivers remains institutional participation. Consistent inflows into spot Bitcoin ETFs indicate that long-term investors continue to allocate capital to the asset class, providing an important source of support even during periods of short-term volatility. At the same time, market suggest that if Bitcoin maintains its current range, it could build the foundation for another leg higher.

However, the broader macro environment remains important. Developments surrounding Iran, movements in oil prices, and expectations around the Federal Reserve's next policy decision are likely to influence market sentiment in the near term. These factors could determine whether Bitcoin continues to consolidate or gathers enough momentum for a stronger breakout.

For investors, the key is to watch whether institutional demand continues to absorb periods of uncertainty. Markets often become stronger when prices remain stable despite negative headlines, and sustained ETF inflows could prove to be an important signal of underlying confidence as the next phase of the market unfolds."

Akshat Siddhant, Lead quant analyst, Mudrex

Crude oil continues to rally as the US-Iran conflict intensifies, with prices rising nearly 30% from their July lows after retaliatory attacks by Iran on military bases across three countries. While geopolitical tensions typically support precious metals, gold and silver remain under pressure. Gold has slipped below $4,000 an ounce and silver below $56 as higher oil prices fuel inflation concerns, leading markets to price in a 53% probability of a Federal Reserve rate hike in September. If Gold fails to hold the current levels, a move towards $3,900 is likely.

Harish Vatnani, Head of Trade, ZebPay

Ethereum has strengthened its technical structure over the past week by delivering a confirmed breakout above the $1,850 resistance, a level that had repeatedly capped price action throughout July. Last week's report highlighted this resistance as the key level to watch, and the subsequent breakout followed by a successful retest has shifted the short-term bias in favour of the bulls.

ETH is currently trading around $1,918, with price holding comfortably above the breakout zone, indicating that buyers continue to defend higher levels.

Technical Analysis

The breakout above $1,850 was technically significant as it invalidated the previous consolidation range and established a new higher high. Following the breakout, Ethereum retraced briefly to test the former resistance, which held as support before buyers stepped back in. This breakout-retest sequence is generally considered a strong continuation signal.

The daily structure continues to show higher highs and higher lows, confirming that the short-term trend remains bullish. Momentum has also improved, with no signs of aggressive selling pressure or bearish reversal patterns visible on the daily chart.

Price is now approaching the important $2,000 psychological resistance, which is expected to be the next major test for buyers. This level may attract short-term profit booking, but unless sellers regain control below $1,850, the broader structure remains constructive.

The current technical setup slightly favours a bullish continuation. If Ethereum sustains above $1,850 and buying volume increases near $2,000, a breakout above this psychological resistance could extend the rally towards $2,150-$2,200.

Alternatively, if buyers struggle to clear $2,000, the market may enter a period of consolidation between $1,850 and $2,000. Such price action would be considered healthy and could build the momentum required for a later breakout.

The bullish outlook would only weaken if ETH closes back below $1,850, which could trigger a corrective move towards the $1,750 support zone.

At the time of writing, ETH was trading at approximately $1,918.

Summary: Ethereum has confirmed a bullish breakout from last week's consolidation range, successfully converting $1,850 from resistance into support. The overall market structure remains positive, with momentum favouring buyers as the price approaches the next key resistance at $2,000. While short-term consolidation remains possible near this level, the current chart continues to favour an upside breakout unless the price falls back below the newly established support."

BTC recovered above $65K as ETF inflows and derivatives activity showed improving investor sentiment. US spot Bitcoin ETFs inflow suggests institutional demand is stabilising. Futures open interest rose to $32 billion, while options positioning indicated reduced demand for downside protection. However, spot trading volumes remain limited, pointing to limited conviction and a likely consolidation phase. Geopolitical tensions, Brent crude around $83, and a hawkish Federal Reserve continue to restrict upside momentum.

Gaurav Udani, Founder - Thincredbu Securities Pvt. Ltd. 

"Nifty is expected to open lower around 24,140, down nearly 80 points, indicating a cautious start as markets react to mixed global cues.

The index continues to trade within a defined range, making today's session important from a technical perspective. 24,000-24,050 remains the immediate support zone, while 24,300-24,400 will act as the key resistance range.

With the earnings season in full swing, stock-specific action is likely to remain high, while global developments will continue to influence overall market sentiment.

Traders should avoid aggressive positions at the open and watch how Nifty behaves around the key support levels. Until the index delivers a decisive breakout above resistance or below support, a disciplined, level-based approach remains the preferred strategy."

Rajesh Palviya, Head of Research, Axis Direct

Indian equity markets extended their corrective phase on Monday, with the Nifty 50 declining 95.80 points (0.39%) to close at 24,238.50, while the Sensex lost 443 points to settle at 77,708.52. The weakness was largely driven by private banking heavyweights, as disappointing June-quarter margin performance from Axis Bank and HDFC Bank triggered sharp selling, pulling the Bank Nifty down nearly 1%. However, resilience in PSU banks, pharma, energy and metal stocks, coupled with a 0.6% gain in the Nifty Midcap 100, highlighted continued stock-specific buying beneath the headline weakness. Globally, risk appetite remained subdued as renewed US-Iran tensions and elevated crude oil prices weighed on sentiment. Wall Street ended mixed, with the Dow Jones falling 0.59%, the S&P 500 easing 0.19%, while technology strength helped the Nasdaq finish largely unchanged.

Investor focus has once again shifted towards geopolitical developments and their impact on commodity prices. Brent crude continues to hover around the $88-per-barrel mark after briefly crossing $90, posing a macro challenge for India through higher inflationary pressures, widening import costs and potential pressure on corporate margins. Gold also remained firm near the $4,000 level, reflecting persistent demand for safe-haven assets. GIFT Nifty indicates a cautious, gap-down start for domestic markets, mirroring weak global cues.

From a technical perspective, the Nifty remains in a consolidation-to-corrective phase as long as it trades below the crucial 24,300-24,400 resistance zone, which also coincides with its 200-day EMA. Immediate support is placed at 24,100, and a breach of this level could accelerate the decline towards the psychologically important 24,000 mark. On the upside, a decisive move above 24,400 would improve near-term momentum and pave the way for 24,500-24,600. Going forward, the trajectory of crude oil prices, banking sector earnings and geopolitical developments are likely to dictate market direction, while any moderation in oil prices or easing of regional tensions could provide the much-needed catalyst for a recovery in sentiment.

Akshat Siddhant, Lead quant analyst, Mudrex

Bitcoin climbed to a one-month high of $65,700 after reports that Iran was seeking to revive ceasefire talks eased geopolitical tensions, pushing oil prices lower and improving risk sentiment across global markets. The rally has also been supported by renewed institutional demand and declining Bitcoin exchange reserves, indicating a potential short squeeze. At the same time, capital rotating out of technology stocks has improved sentiment across the crypto market to its strongest level since early June. Investors should closely monitor upcoming US corporate earnings, as broader equity market sentiment could influence Bitcoin's price action.  A decisive move above $67,000 could open doors for $70,000, while support has moved up to $64,000. 

Vikram Subburaj, CEO, Giottus.com

Bitcoin traded near $65,200 on Tuesday, up about 1.1% over 24 hours, as five consecutive sessions of US spot Bitcoin ETF inflows supported the recovery from June's lows. The move remains a consolidation rather than a confirmed breakout. Immediate support lies around $64,500-$65,000, followed by $63,700-$64,000. Resistance is near $65,700. If Bitcoin breaks above this level, the next technical hurdle is around $67,000. On-chain data also shows the short-term holder cost basis near $69,000, making it a more significant resistance level.

The market structure is stabilising, but remains fragile. Spot volumes remain subdued even as futures and options open interest expands. Perpetual futures buying has improved. Demand for downside protection has also eased. However, the growing share of short-term, price-sensitive investors leaves Bitcoin vulnerable to sharper price swings. The contraction in monthly realised capital also indicates that fresh spot demand remains cautious.

ETF flows have become more supportive. After recording a $424.7 million outflow on July 13, US spot Bitcoin ETFs rebounded with $181.1 million in inflows on July 14. They attracted a further $107.7 million on July 15, $79.1 million on July 16, $132.3 million on July 17, and $110.3 million on July 20. Those five positive sessions total $610.5 million, leaving the period since July 13 modestly positive by $185.8 million.

Large-cap altcoins also advanced selectively. Ethereum rose about 2% to $1,906, XRP gained 1.6% to $1.11 and Solana added 1.3% to $77.87. BNB was nearly flat at $572.42, while TRON slipped 0.2% to $0.3258.

The July 28-29 Federal Reserve meeting remains the main macro catalyst. The latest Reuters-cited futures pricing placed the probability of a July rate increase near 15% and a September increase near 65%. Oil near six-week highs, a dollar index around 100.96 and a 10-year Treasury yield near 4.59% show that inflation and liquidity risks have not disappeared.

Our advice: Investors should avoid chasing the move above $65,000. Staggered accumulation and disciplined position sizing remain preferable until Bitcoin clears $65,700 with stronger spot volume and continued ETF demand.

Nischal Shetty, founder, WazirX

"Crypto markets moved higher, with Bitcoin gaining 0.57% to around $65,047 and Ethereum rising 1.22% to $1,894. Bitcoin tested $65,000 but faced resistance as institutional selling in US technology stocks and ongoing geopolitical tensions kept broader risk appetite cautious. Ethereum outperformed amid stronger institutional accumulation and expanding ecosystem adoption.

Bitmine increased its treasury to 5.78 million ETH, representing about 4.8% of Ethereum's circulating supply, with nearly 85% currently staked. Cardano also activated its community-approved Van Rossem hard fork, reducing smart-contract execution costs and laying the groundwork for future scalability upgrades. Separately, the Bank of Korea announced plans to test live CBDC transactions with nine banks in September.

According to market analysts, Bitcoin Futures traders could watch $64,200-$63,700 as the immediate support area, while a sustained move above $65,000 could strengthen momentum toward $66,000. For Ethereum, $1,850 remains the immediate support, while $1,900 is the key resistance. Holding above support could maintain positive momentum, whereas a confirmed break above resistance may encourage fresh long positions. Daily technical indicators for both Bitcoin and Ethereum currently lean toward buying across the broader market."

Riya Sehgal, Research Analyst, Delta Exchange

Bitcoin has recovered above $65,000, supported by improving institutional demand. US spot Bitcoin ETFs recorded approximately $110 million in net inflows on Monday, marking a fifth consecutive positive session, while Ethereum ETFs registered a preliminary $3.7 million inflow. A sustained BTC break above $65,700-$66,000 could strengthen momentum, while $64,000 remains immediate support. Ethereum retains a constructive higher-high, higher-low structure but is testing the $1,910-$1,945 supply zone. A confirmed close above $1,945 could open the path towards $1,975-$2,000, while $1,875 is the first important support.

Among precious metals, gold is holding above $4,000 but remains technically cautious below $4,058-$4,065. A breakout could drive a recovery towards $4,100, whereas rejection may expose $3,980-$3,965. Silver has outperformed, supported by industrial and AI-infrastructure demand expectations.

Wall Street closed marginally lower. Apple declined 2%, while Alphabet gained 1.5% following reports that Google is developing an AI server chip. Markets now await Alphabet, Tesla and Intel earnings.

Near-term direction across asset classes will depend on US-Iran developments, oil prices, Treasury yields and whether technology results justify elevated AI-sector valuations.

Instead of attempting repairs or restarting the engine, owners should immediately inform their insurer, click photographs or record videos of damage. Read full report here

At the close on Monday, the total market cap of BSE Sensex companies stood at Rs 4,82,62,680.