From a peak of $96K in January 2026 to $62.7K at press time, the price of Bitcoin (BTC) has been falling throughout H1 2026.
Bitcoin ETFs are reviving the trend
However, the stress may be over now. This, because exchange-traded funds (ETFs) recently reported $281.8 million. This was their first weekly entry since the second week of May.
As in AMBCrypto’s previous report$197.4 million came in Bitcoin money, and $84.4 million came in Ethereum (ETH). This The entry also ended the eight-week exit streak that has ended more than $7 billion from cryptocurrency ETFs.
Unfortunately, even if you take out the features, the picture is still a bit bleak. This, because 12 months of entry fell to about $ 1 billion, from a peak of $ 12 billion in October 2025 and $ 10 billion at the end of April.
However, consumers may start to bounce back after two difficult months. Although no one is ready to announce the bottom, the first two weeks of July appeared when the water stopped falling.
Geopolitical factors that affected H1 2026
Initially, the conflicts in the Middle East were the main reason behind the Bitcoin crash. However, in H2 2026, things seem to be stabilizing. Although oil jumped more than 5% to the $75 resistance level, The price of Bitcoin remained strong.
In fact, the bravado has continued even after President Donald Trump withdrew from the Iran ceasefire, which is creating a lot of uncertainty.
How are Fed rates, DATs, and yields moving?
In addition, the central bank kept interest rates in the middle 3.50% and 3.75% until the middle of 2026, which shows that there is no rush to lower rates because inflation is still above the target.
Another thing that hurt the cryptocurrency market in H1 2026 was the number of blockchain security transactionswhich increased by nearly 50% year-on-year to 182. However, net loss fell by nearly 60% to nearly $956 million, compared to $2.37 billion last year.
However, it is Option to sell 3,588 BTCor about $ 216 million, in order to pay the preferred payment, the decrease in the stock of BTC caused the pot in July.
This alone pointed to the fact that investors are waiting for convincing evidence that inflation is slowing.
However, with the total market share of RWA exceeding $33 billion, representing 200% annual growth and an increase of nearly 20x as of January 2024, optimism remains.
This, because the growth of RWAs was seen in H1 2026 report from Birdeye Research it surpassed the growth of stablecoins 2.4x in the same period.
What’s ahead?
Therefore, it is better to say that a the bottom is not confirmed of each of these.
As expected, $7 billion in revenue cannot be replaced by one strong week of revenue. This sentiment was well reflected by the Crypto Fear and Greed Index, which was in the “Extreme Fear zone” at the time of publication.
Brief Summary
- H2 2026 has brought new optimism to the market, but concerns remain.
- Although Bitcoin ETFs have reversed bearish sentiment, security breaches, price action, etc. are causing stress in the overall market.
