COIN fell -10.59% in a single session — the sharpest one-day move anywhere in this universe this cycle — with its price down to $146.26 and RSI falling to 40.4, reversing last cycle's price-improvement story and pushing its regime label from downtrend down to collapse. As a risk-appetite signal, that single-day crash lines up with a broader same-day de-risking event: $RBLX also crashed -26.85% the same session (see this cycle's companion insider-scan), suggesting high-beta consumer-tech and crypto-adjacent names both took a hard hit together rather than crypto moving in isolation. MSTR's 3-month print, which finally eased last cycle after two straight cycles of deepening, reversed back into deeper losses — now -47.35% versus -39.21% last cycle. BTC's regime label downgraded from downtrend to collapse even as its 30-day gain stayed modestly positive (+4.85%, was +6.72%). The one genuine bright spot: the miner basket (RIOT, MARA, CLSK, BITQ) all improved on their 30-day prints despite rough single-day sessions across the board — a split between today's tape and the underlying multi-week trend.

Data as-of the 2026-07-31 close for the full tracked universe — including SOL-USD, whose row finally refreshed this cycle after being carried over stale since 2026-07-25. Source: summaries/crypto.json. Prior scan: 2026-07-28-crypto-scan.

The coin layer cooled broadly this cycle while regime labels shifted meaningfully. BTC ($62,914.20, RSI 44.4, was 46.9) eased further, with its 30-day gain cooling to +4.85% (was +6.72%) and its 3-month print deepening to -19.53% (was -16.79%) — its regime label downgraded from downtrend to collapse, still -50.2% off its 52-week high. ETH ($1,859.90, RSI 50.6, was 57.5) also cooled — 30D easing to +15.6% (was +21.74%), still the best 30-day print among the major coins but a meaningfully smaller lead than last cycle. SOL-USD's row finally refreshed this cycle after sitting stale since 2026-07-25 — the fresh figure shows a genuine 30-day decline of -5.69%, its first real update in multiple cycles; treat this as a new baseline rather than a comparison to the carried-over prior figure. LINK ($8.13, RSI 46.9, 30D +10.61%, was +15.84%) cooled but still outpaces BTC. XRP ($1.06, RSI 40.2, 30D +0.95%, was +1.9%) cooled further. ADA ($0.17, RSI 52.9, was 44.1) improved meaningfully on RSI this cycle, with 30D roughly steady at +13.33% (was +14.29%) — a genuinely fresh move after last cycle's flagged "unchanged" print. AVAX ($6.42, RSI 45.8, 30D -3.6%, was +1.4%) flipped negative on the month. DOT ($0.76, RSI 33.1, was 31.5) ticked up slightly on RSI while its 30-day print deepened further to -8.43% (was -6.17%) — still the most negative coin tracked. DOGE ($0.07, RSI 37.3) again shows 0.00% change across the 1-day, 7-day, and 30-day windows — the continuing rounding artifact of its sub-cent price.

The spot-ETF layer cooled in step with BTC and ETH this cycle: IBIT ($35.64, RSI 45.0, 30D +4.82%, was +5.73%), GBTC ($48.73, RSI 44.8, 30D +4.8%, was +5.71%), and BITO ($8.52, RSI 44.5, 30D +4.8%, was +5.62%) all eased back slightly, still 50-62% below their respective highs and in collapse regime. ETHE ($15.05, RSI 51.1, 30D +15.41%, was +18.08%) also cooled from its lead but remains the strongest of the four ETF proxies, still tracking ETH's outperformance of BTC.

The miner basket shows a genuine split between today's session and the underlying multi-week trend. RIOT ($20.17, RSI 44.4, was 44.8) took a fresh -8.82% single-day hit, with 7D deepening to -10.47% (was -1.16%) — but its 30-day print actually improved to -15.82% from -23.46% last cycle, meaning the medium-term trend eased even as today's session was rough. MARA ($11.32, RSI 44.7, was 41.8) shows the same pattern — 1D -4.23%, but 30D improved to -15.33% from -18.89%. CLSK ($13.76, RSI 48.0, was 44.8) took a -5.36% single-day hit, yet its 30-day print flipped positive to +1.03% from -12.3% last cycle — the clearest sign of genuine underlying improvement in this basket. BITQ ($22.79, RSI 44.7, was 42.7) also improved on 30D to -6.6% from -8.24%. All four retain their golden cross, meaning the long-term structure never broke through either the earlier bounce, last cycle's partial fade, or this cycle's rough single-day session paired with a genuinely improving trend.

MSTR and COIN both worsened this cycle, reversing last cycle's improving story. MSTR ($93.28, RSI 42.8, was 44.7; 1D -4.56%) saw its 30-day print flip negative to -0.12% from +3.75%, and its 3-month print — which had finally eased last cycle to -39.21% after two straight cycles of deepening — deepened again to -47.35%, a genuine reversal of what had looked like a durable, longer-window positive. It remains death-crossed, collapse regime, -77.5% off its 52-week high. COIN ($146.26, RSI 40.4, was 53.3) crashed -10.59% in a single session — the sharpest one-day move in this entire universe this cycle — with 7D falling to -7.6% and 30D flipping negative to -8.15% (was +10.72%), and its regime label downgrading from downtrend to collapse. This single-day move lines up with the same-session -26.85% crash in $RBLX flagged in this cycle's companion insider-scan, suggesting a broader risk-off event in high-beta consumer-tech and crypto-adjacent names rather than a crypto-specific development.

As a risk-appetite gauge, this cycle sends a genuinely mixed signal. The two clearest bellwethers — MSTR and COIN — both worsened, and COIN's single-day crash appears tied to a broader de-risking event rather than crypto-specific news. But the miner basket's underlying 30-day trend improved across all four names even through rough individual sessions, meaning the highest-beta corner of this universe is not confirming a broad risk-off move on the medium-term window — only on today's tape.

regime tags (collapse/downtrend/pullback) describe structure, not a trade call. This cycle's central tension is the split between COIN/MSTR (both worsening, with COIN's move tied to a same-session crash in a non-crypto name) and the miner basket (RIOT/MARA/CLSK/BITQ, all showing genuine 30-day improvement despite rough individual sessions). Treat these as two separate signals rather than one unified risk-appetite read — a single-day crash in a bellwether name is not the same evidence as a multi-week trend in the highest-beta corner of the universe. SOL-USD's refreshed row this cycle resolves a multi-cycle data-quality gap; treat its new -5.69% 30D figure as a fresh baseline, not a move from the previously stale, carried-over number.

ETH continues to outpace BTC on the month (+15.6% vs +4.85%), but the lead narrowed from last cycle's +21.74% vs +6.72%. LINK also cooled while still ahead of BTC. AVAX flipped negative for the first time in this tracked window, and DOT deepened further, remaining both the lowest-RSI and most-30D-negative coin tracked. ADA's RSI move resolves last cycle's flagged concern about a possibly stale-looking flat print. This is a narrower, cooling picture across the alt layer rather than a clean continuation of prior strength.

IBIT, GBTC, and BITO all cooled slightly in step with BTC's own pullback; ETHE cooled from its lead but still extends ahead, tracking ETH's continued outperformance. No independent flow signal is visible beyond spot-price tracking — the ETF layer simply mirrors its underlying coin.

Genuinely mixed this cycle. RIOT, MARA, and CLSK all took hard single-day hits (-8.82%, -4.23%, -5.36%), yet all three improved on their 30-day window, with CLSK's flipping fully positive. BITQ also improved. All four retain their golden cross. This is a case where the medium-term trend and the day's tape point in different directions — worth tracking which one resolves the ambiguity next cycle.

Both worsened this cycle, a reversal from last cycle's improving story. MSTR's 3-month print deepened back into losses after finally easing last cycle. COIN's single-day crash — the sharpest move in this entire universe — lines up with the same-session -26.85% crash in $RBLX (companion insider-scan), suggesting a broader risk-off event rather than a crypto-isolated development.

DOT's -84.4% and ADA's -83.4% from their 52-week highs remain the widest reference points in the coin layer. RIOT's -33.5% is the narrowest in the equities tier even after this cycle's single-day hit — distance-from-high and the near-term move continue to read as separate signals here.

COIN's -10.59% crash, tied to the same-session RBLX crash, is this cycle's clearest risk-off signal — a sudden hit to high-beta consumer-tech and crypto-adjacent names on the same day. But it stands in tension with the miner basket's genuinely improving 30-day trend, meaning this reads as a single-day de-risking event layered on top of an otherwise stabilizing medium-term picture, not a confirmed broad reversal in risk appetite.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-31 close — crypto.
• Cross-reference: $RBLX's same-session -26.85% crash — 2026-07-31-insider-scan.