\ud83d\udd10 KR\u0130PTO RAPORU \u2014 6 TEMMUZ 2026 \u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n
\ud83c\udf10 G\u00dcN\u00dcN \u00d6NE \u00c7IKAN HABERLER\u0130
Haziran NFP verisi beklentinin \u00e7ok alt\u0131nda, yaln\u0131zca 57.000 istihdam geldi; i\u015fsizlik ise 4,2’ye indi.<\/p>\n\n\n\n
Zay\u0131f veri Fed’in faiz art\u0131r\u0131m\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 bask\u0131lad\u0131, $BTC 62.000 dolar \u00fczerine ta\u015f\u0131nd\u0131.<\/p>\n\n\n\n
BTC spot ETF’lerinde 2 Temmuz’da 221,7 milyon dolarl\u0131k net giri\u015f kaydedildi \u2014 10 g\u00fcnl\u00fck, 2,7 milyar dolarl\u0131k \u00e7\u0131k\u0131\u015f serisinin sonu. IBIT ise 11. g\u00fcn\u00fcnde de \u00e7\u0131k\u0131\u015f vermeye devam etti.<\/p>\n\n\n\n
Halka a\u00e7\u0131k \u015firketlerin elindeki BTC toplam\u0131 1,26 milyon adede yakla\u015ft\u0131; bu, toplam arz\u0131n yakla\u015f\u0131k y\u00fczde 6’s\u0131na denk geliyor. B\u00fcy\u00fck \u00e7o\u011funlu\u011fu Strategy’de: 847.000’den fazla BTC.<\/p>\n\n\n\n
Strategy, 30 Haziran’da 1.363 ve 6 Temmuz’da 2.225 BTC satt\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131 \u2014 toplam 3.588 BTC. \u015eirket net al\u0131c\u0131 konumundan esnek hazine y\u00f6neticisine ge\u00e7i\u015fini s\u00fcrd\u00fcr\u00fcyor.<\/p>\n\n\n\n
Vitalik Buterin, #Ethereum’un The Merge’den bu yana en b\u00fcy\u00fck g\u00fcncellemesini haz\u0131rlad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131; tam yenileme s\u00fcrecinin ba\u015flad\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n\n\n\n
$XRP, AB CASP lisans\u0131n\u0131 ald\u0131; MiCAR tam uyumluluk stat\u00fcs\u00fcne giden yolda kritik ad\u0131m\u0131 att\u0131.<\/p>\n\n\n\n
SpaceX, h\u0131zland\u0131r\u0131lm\u0131\u015f endeks dahil edilmesi karar\u0131yla bug\u00fcn resmi olarak #Nasdaq-100’e kat\u0131l\u0131yor.<\/p>\n\n\n\n
Trump, hesaplar\u0131nda #kripto bulunup bulunmayaca\u011f\u0131 sorusuna “Bir \u015feyler olabilir” yan\u0131t\u0131n\u0131 verdi; kripto paralara b\u00fcy\u00fck hayran oldu\u011funu tekrarlad\u0131.<\/p>\n\n\n\n
\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n
\u20bf B\u0130TCO\u0130N
BTC hafta ba\u015f\u0131nda 21 ayl\u0131k dip g\u00f6rd\u00fckten sonra zay\u0131f NFP verisiyle birlikte toparland\u0131 ve \u015fu an 63.000-64.000 dolar band\u0131nda seyrediyor. Bernstein, mevcut d\u00fc\u015f\u00fc\u015f\u00fcn Ekim 2025 zirvesinden yakla\u015f\u0131k y\u00fczde 54 oldu\u011funu; \u00f6nceki d\u00f6ng\u00fclerdeki y\u00fczde 75-90’l\u0131k d\u00fc\u015f\u00fc\u015flere k\u0131yasla \u00e7ok daha s\u0131\u011f kald\u0131\u011f\u0131n\u0131 ve piyasan\u0131n olgunla\u015ft\u0131\u011f\u0131na i\u015faret etti\u011fini vurgulad\u0131.<\/p>\n\n\n\n
On-chain taraf\u0131nda uzun vadeli BTC sahipleri da\u011f\u0131t\u0131mdan birikime d\u00f6nd\u00fc; 100-1.000 BTC tutan c\u00fczdan gruplar\u0131nda al\u0131m aktivitesi geni\u015fledi. A\u00e7\u0131k pozisyon hacmi 22 milyar dolar seviyesine toparlad\u0131; NFP sonras\u0131 piyasaya net al\u0131m ak\u0131\u015f\u0131 girdi\u011fine i\u015faret ediyor. Korku-A\u00e7g\u00f6zl\u00fcl\u00fck Endeksi a\u015f\u0131r\u0131 korku b\u00f6lgesinden 23 puan seviyesine y\u00fckseldi. Kritik destek 60.000-60.300 dolar band\u0131; bu seviyenin tutulmas\u0131 toparlanman\u0131n devam\u0131 i\u00e7in belirleyici.<\/p>\n\n\n\n
\ud83d\udd37 ETHEREUM & ALTCO\u0130NLER
$ETH, zay\u0131f NFP verisinin ard\u0131ndan tek seansta y\u00fczde 5’i a\u015fan y\u00fckseli\u015fle 1.700 dolar band\u0131na ta\u015f\u0131nd\u0131. Vitalik’in tam yenileme a\u00e7\u0131klamas\u0131 zemin deste\u011fi g\u00fc\u00e7lendiriyor.<\/p>\n\n\n\n
$HYPE, bug\u00fcn 9,92 milyon token unlock’a giriyor; yakla\u015f\u0131k 630-645 milyon dolar. Ocak-Temmuz aras\u0131ndaki 6 unlock d\u00f6neminde token ortalama y\u00fczde 4,17 de\u011fer kazand\u0131. Haziran unlock’unda katk\u0131c\u0131lar\u0131n b\u00fcy\u00fck \u00e7o\u011funlu\u011fu tokenleri satmak yerine yeniden stake etti; Yard\u0131m Fonu ise 45,6 milyon HYPE tutarak g\u00fcnl\u00fck yakla\u015f\u0131k 2 milyon dolarl\u0131k mekanik al\u0131m bask\u0131s\u0131 olu\u015fturuyor. Buna kar\u015f\u0131n A16Z ba\u011flant\u0131l\u0131 c\u00fczdanlar\u0131n borsalara yakla\u015f\u0131k 10 milyon dolarl\u0131k HYPE aktard\u0131\u011f\u0131 g\u00f6zlemlendi \u2014 k\u0131sa vadeli sat\u0131\u015f bask\u0131s\u0131 takipte.<\/p>\n\n\n\n
\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n
\ud83d\udccb KR\u0130PTO PARALARDA \u00d6NE \u00c7IKAN HABERLER<\/p>\n\n\n\n
Bernstein 2026 y\u0131l\u0131nda toplam 10 milyar dolar net kripto giri\u015fi ger\u00e7ekle\u015fti\u011fini, ETF’lerden \u00e7\u0131kan 5,5 milyar dolar\u0131n 74 milyar dolarl\u0131k toplam b\u00fcy\u00fckl\u00fck i\u00e7inde g\u00f6rece s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131n\u0131 belirterek y\u0131l sonu 150.000 dolar BTC hedefini korudu.<\/p>\n\n\n\n
J.P. Morgan analisti Nikolaos Panigirtzoglou, Strategy’nin yeni BTC al\u0131m-sat\u0131m stratejisini de\u011ferlendirdi; \u015firketin hazine davran\u0131\u015f\u0131ndaki bu d\u00f6n\u00fc\u015f\u00fcm\u00fc piyasan\u0131n kurumsal talep sinyali olarak okumas\u0131 gerekti\u011fini vurgulad\u0131.<\/p>\n\n\n\n
Fannie Mae ve Freddie Mac, kripto varl\u0131klar\u0131n ipotek ba\u015fvurular\u0131nda aktif olarak tan\u0131nmas\u0131 i\u00e7in haz\u0131rl\u0131klara ba\u015flad\u0131 \u2014 ABD konut finansman\u0131yla kripto entegrasyonunda \u00f6nemli ad\u0131m.<\/p>\n\n\n\n
FOMC toplant\u0131 tutanaklar\u0131 bu hafta \u00c7ar\u015famba 21:00 TS\u0130’de yay\u0131mlanacak; Warsh d\u00f6neminin ilk tam tutana\u011f\u0131 olacak.<\/p>\n\n\n\n
Binance bu hafta ALCX, ARDR, NFP ve POND’u delist edecek.<\/p>\n\n\n\n
Starknet,$STRK i\u00e7in dinamik L2 gas fee g\u00fcncellemesini bug\u00fcn devreye ald\u0131.<\/p>\n\n\n\n
\ud83d\udd13 TOKEN K\u0130L\u0130T A\u00c7ILMALARI \u2014 TEMMUZ<\/p>\n\n\n\n
$RED \u2014 RedStone – 7 Temmuz~40,85 milyon RED \u2014 yakla\u015f\u0131k 4,1 milyon dolar. Erken yat\u0131r\u0131mc\u0131 da\u011f\u0131l\u0131m\u0131.
Sat\u0131\u015f bask\u0131s\u0131: D\u00dc\u015e\u00dcK-ORTA \ud83d\udfe1
K\u00fc\u00e7\u00fck \u00f6l\u00e7ekli unlock; piyasa etkisi s\u0131n\u0131rl\u0131 bekleniyor.<\/p>\n\n\n\n
Yakla\u015fan b\u00fcy\u00fck unlock (takipte):
$PUMP \u2014 Pump . fun – 12 Temmuz~82,5 milyar PUMP \u2014 yakla\u015f\u0131k 125 milyon dolar. Toplam arz\u0131n y\u00fczde 8,46’s\u0131. Sat\u0131\u015f bask\u0131s\u0131: Y\u00dcKSEK \ud83d\udd34
Haftan\u0131n en b\u00fcy\u00fck kilidi; memecoin piyasas\u0131nda ek bask\u0131 yaratma potansiyeli y\u00fcksek.
\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501<\/p>\n\n\n\n
\ud83d\udd2d \u00d6NG\u00d6R\u00dc VE \u00d6N\u00dcM\u00dcZDEK\u0130 G\u00dcNLERDEK\u0130 OLAYLAR<\/p>\n\n\n\n
NFP’nin tetikledi\u011fi toparlanma ger\u00e7ek ama k\u0131r\u0131lgan.
\u00dccret art\u0131\u015f\u0131n\u0131n y\u0131ll\u0131k y\u00fczde 3,5’e y\u00fckselmesi Warsh’\u0131n \u015fahin duru\u015funu beslemeye devam ediyor; piyasa Temmuz 28-29 toplant\u0131s\u0131na kadar faiz art\u0131r\u0131m beklentisini tamamen fiyatlamaktan vazge\u00e7meyecek.<\/p>\n\n\n\n
IBIT’in 11 g\u00fcnl\u00fck \u00e7\u0131k\u0131\u015f serisi ETF cephesinde k\u0131r\u0131lganl\u0131\u011f\u0131n s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor. Uzun vadeli sahiplerin birikime d\u00f6nmesi ve NFP sonras\u0131 a\u00e7\u0131k pozisyon art\u0131\u015f\u0131 ise tabanda ger\u00e7ek bir talep oldu\u011funa i\u015faret ediyor.<\/p>\n\n\n\n
Bu hafta yak\u0131n takipte: Bug\u00fcn \u2014 HYPE unlock (9,92 milyon token, ~630 milyon $): katk\u0131c\u0131 davran\u0131\u015f\u0131 on-chain izlenecek<\/p>\n\n\n\n
\u00c7ar\u015famba \u2014 FOMC tutanaklar\u0131 (21:00 TS\u0130): Warsh tonu ve dot plot yorumlar\u0131 piyasay\u0131 her iki y\u00f6nde hareketlendirebilir<\/p>\n\n\n\n
14 Temmuz \u2014 Haziran CPI verisi: May\u0131s enflasyonu 4,2 geldi; bu veri Fed’in Temmuz toplant\u0131s\u0131 \u00f6ncesinde as\u0131l belirleyici olacak<\/p>\n\n\n\n
12 Temmuz \u2014 PUMP unlock (~125 milyon $): haftal\u0131k en b\u00fcy\u00fck arz bask\u0131s\u0131<\/p>\n","protected":false},"excerpt":{"rendered":"
\ud83d\udd10 KR\u0130PTO RAPORU \u2014 6 TEMMUZ 2026 \u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501 \ud83c\udf10 G\u00dcN\u00dcN \u00d6NE \u00c7IKAN HABERLER\u0130Haziran NFP verisi beklentinin \u00e7ok alt\u0131nda, yaln\u0131zca 57.000<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","footnotes":""},"categories":[245],"tags":[247],"class_list":["post-5019","post","type-post","status-publish","format-standard","hentry","category-raporlar","tag-rapor"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/5019","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5019"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/5019\/revisions"}],"predecessor-version":[{"id":5020,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/5019\/revisions\/5020"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5019"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5019"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5019"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}