SuperEx Report: Private Wealth Management Monthly Report

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In July 2026, the digital asset market gradually recovered from the strong risk-off sentiment experienced in June, but the rebound was uneven across different assets.

Bitcoin started the month at approximately USD 60,003.76. During mid-to-late July, BTC briefly broke above USD 65,000, reaching USD 66,505.12 according to the CoinMarketCap historical snapshot on July 21.

However, driven by profit-taking, fluctuations in ETF flows, uncertainty surrounding interest rates, and geopolitical risks, Bitcoin retreated to USD 62,813.75 by the end of the month.

Based on the CMC snapshots at the beginning and end of July, BTC gained approximately 4.68% during the month, while the pullback from the monthly high to the month-end level was around 5.55%.

Ethereum outperformed Bitcoin during the period. ETH opened July at USD 1,608.96 according to the July 1 CMC snapshot and closed the month at USD 1,860.35, representing a monthly increase of approximately 15.62%.

This indicates that July was not simply a Bitcoin-led rebound. Instead, the market experienced a structural recovery after oversold conditions. Certain major assets such as ETH, BNB, and TRX outperformed, while high-volatility assets such as SOL remained under pressure.

For private wealth clients, the key takeaway from July is that market risk appetite has improved, but a stable one-way upward trend has not yet been established.

Bitcoin has demonstrated strong short-term support around USD 60,000, but the USD 65,000–66,500 range remains a critical confirmation zone.

In terms of asset allocation, investors should continue prioritizing liquidity management, phased accumulation, reduced leverage, and separating idle capital from directional investment positions.

Market Review

The July market can be divided into three stages.

Stage 1: Early-Month Recovery

After the June correction, Bitcoin found buying support near the USD 60,000 level.On July 1, BTC’s CMC snapshot price was USD 60,003.76, while ETH stood at USD 1,608.96. Market sentiment remained cautious.

At the same time:

USDT market capitalization was approximately USD 184.471 billion;
USDC market capitalization was approximately USD 73.180 billion.

This showed that stablecoins remained the primary liquidity parking instrument for investors.

Stage 2: Mid-Month Breakout

As ETF flows improved from June’s outflow environment, Bitcoin rebounded above USD 65,000.According to CoinDesk reports, BTC reached approximately USD 65,500 around July 16.

The CMC historical snapshot on July 21 further showed:

BTC: USD 66,505.12
ETH: USD 1,928.38

This phase demonstrated that the market was not simply moving sideways in weakness, but experienced a clear recovery in risk appetite.

Stage 3: Month-End Pullback

From July 23 to July 24, BTC ETFs recorded consecutive net outflows, causing Bitcoin to retreat from above USD 66,000.

The July 24 CMC snapshot showed BTC declining to USD 64,098.50.By July 31, BTC further declined to USD 62,813.75.Therefore, the accurate description of July’s Bitcoin performance is:“BTC broke above USD 65,000 but failed to maintain the breakout,”rather than:“BTC failed to break above USD 65,000.”

Major Asset Performance

Based on CoinMarketCap snapshots from July 1 to July 31:

Overall, July was not a broad-based bull market, but rather:“Major asset recovery + divergence among high-volatility assets.”

ETH’s relative strength reflected renewed capital allocation toward highly liquid major assets, while SOL’s decline showed that investors remained cautious toward high-beta assets.

Institutional Capital & ETF Trends

Bitcoin ETF flows improved significantly compared with June, but volatility remained high.According to TFTC data, U.S. spot Bitcoin ETFs recorded approximately USD 172.4 million in net inflows during July.

Across 22 trading days:

13 days recorded net inflows;
9 days recorded net outflows.

The largest single-day outflow occurred on July 13, reaching approximately:USD -424.7 million.

Meanwhile:

July 20: +USD 226.9 million inflow;
July 21: +USD 203.1 million inflow;
July 22: +USD 69 million inflow.

These inflows supported BTC’s move above USD 65,000.

However, outflows on:

July 23;
July 24;
July 31;

weakened the sustainability of the breakout.

Ethereum ETF Flows Were More Stable

Based on the daily total data published by Farside Investors, U.S. spot Ethereum ETFs recorded approximately:USD 347.4 million net inflows in July.

Combined with ETH’s monthly gain of approximately 15.62%, this suggests that Ethereum’s performance was driven not only by oversold recovery, but also by renewed institutional allocation.

This indicates that institutional investors have not completely exited digital assets.

Instead, their approach has become:

More price-sensitive;
More timing-oriented;
More focused on risk-return efficiency.

When BTC trades at attractive valuation levels, ETF capital returns.

However, when prices approach key resistance zones, profit-taking and investor hesitation increase rapidly.

Macro & Policy Environment

The macro environment remained complex throughout July.At its July meeting, the Federal Reserve kept the federal funds rate unchanged at:3.50%–3.75%.

However, the meeting revealed significant internal disagreement.According to reports from Kiplinger and Barron’s, three FOMC members supported a 25 basis point rate hike, reflecting continued concerns surrounding:

Inflation;
Energy prices;
Geopolitical risks.

For digital assets, this means liquidity conditions have not yet meaningfully improved.July’s rebound was primarily a recovery after a sharp correction, rather than a trend reversal confirmed by a new easing cycle.

If inflation data rises again or markets begin pricing a higher probability of a September rate hike, BTC and ETH may continue facing valuation pressure.

Therefore, private wealth allocation should not focus only on price rebounds, but also monitor three key indicators:

Whether ETF flows remain consistently positive;
Whether BTC can stabilize above the USD 65,000–66,500 range;
Whether Treasury yields and dollar liquidity conditions improve.

Stablecoin & Capital Structure

Stablecoin data did not indicate large-scale new capital entering the market.According to CMC snapshots:

USDT market capitalization:

July 1: approximately USD 184.471 billion
July 31: approximately USD 183.271 billion

Decline: approximately 0.65%

USDC market capitalization:

July 1: approximately USD 73.180 billion
July 31: approximately USD 71.942 billion

Decline: approximately 1.69%

Combined USDT and USDC market capitalization slightly contracted.This contrasts with market price performance:BTC and ETH recovered, but stablecoin supply did not expand simultaneously.

This suggests July’s rebound was primarily driven by:existing capital rotation rather than large-scale external capital inflows.

For wealth management, this means investors should maintain flexibility and avoid interpreting a short-term rebound as a complete return of market liquidity.

SuperEx Secondary Market & Product Observation

According to publicly available CoinMarketCap data for SuperEx as of August 4, 2026:SuperEx 24-hour spot trading volume: approximately USD 1.03 billion and Equivalent to approximately 16,202 BTC

SuperEx Earn

The Fixed Deposit product delivered an annualized yield of up to 9%, more than 2.2× higher than the approximately 4% annual interest rate offered by U.S. bank time deposits during the same period.
The 7-Day Fixed Deposit product offered an annualized yield of 3%, outperforming both Bitcoin’s June return of -0.14% and the 3.938% annual yield on U.S. Treasury securities, demonstrating strong short-term performance.

SuperEx Quantitative Fund

Daily Profit | USDT Quantitative Fund achieved an estimated 30-day APR of up to 10.83%.
Quarterly Profit | USDT Quantitative Fund delivered an estimated quarterly APR of up to 17.11%, significantly outperforming comparable market products.

These products can serve as yield-enhancement tools for idle USDT holdings, but should not be treated as equivalent to directional assets such as BTC or ETH.

Their core value lies in:

Reducing portfolio volatility;
Improving capital efficiency;
Enhancing idle asset utilization.

SuperEx Private Wealth View

For August, SuperEx Private Wealth maintains a stance of:“Cautious but constructive.”

Bitcoin has demonstrated strong support around USD 60,000 during July.However, sustained capital confirmation is still required above the USD 65,000–66,500 resistance zone.If BTC successfully reclaims and maintains above USD 66,500, the market may further challenge:

USD 68,000;
Higher resistance levels.

If BTC falls below:

USD 62,000;
USD 60,000;

the July rebound may be interpreted as a technical recovery rather than a trend reversal.

Ethereum’s relative strength deserves attention.If ETH ETF inflows continue, ETH/BTC may experience further recovery, potentially supporting:

Layer 2 ecosystems;
Staking-related assets;
RWA infrastructure;
Stablecoin-related projects.

However, until macro interest-rate direction becomes clearer, high-beta altcoins should remain underweight with strict selection criteria.

Stablecoins, RWA, compliant payments, blockchain settlement, and institutional custody remain long-term strategic themes.

Rather than chasing short-term narratives, private wealth clients should consider building a portfolio structure based on:Core Assets + Yield Assets + Opportunity Assets

Including:

BTC and ETH as core liquidity assets;
USDT wealth products and quantitative strategies as yield enhancement tools;
A limited allocation to high-conviction thematic assets.

Key Focus Areas for August

BTC

Key resistance:USD 65,000–66,500
Key support:USD 62,000 and USD 60,000

ETH

Increase attention toward ETH performance, especially whether ETF inflows continue.

Stablecoin Reserves

Maintain sufficient stablecoin liquidity.Investors should consider that the Fed’s September policy direction remains uncertain.

Idle capital may be allocated toward SuperEx Earn or quantitative products for yield enhancement, but investors should clearly distinguish between:

Stable yield-generating tools
Directional trading positions

Risk Disclosure

This report is intended solely for market research and informational purposes.

It does not constitute investment advice, financial advice, or any solicitation to buy or sell digital assets.

Digital assets are highly volatile and investors may experience loss of principal.

Historical or projected returns from wealth management products, quantitative strategies, and other yield-generating products do not represent future performance.

Actual returns, subscription, redemption, and risk rules are subject to the latest information displayed on the SuperEx platform and the applicable product terms.

About SuperEx

As the world’s first Web3-powered cryptocurrency exchange, SuperEx has remained committed to building the Web3 ecosystem. Over the years, it has introduced a comprehensive range of products and services, including SuperEx DAO, SuperEx Web3 Wallet, Super Start, SuperEx P2P, SuperEx Stock Markets, SuperEx Copy Trading, SuperEx Earn, and SuperEx DAO Academy, creating a full-spectrum ecosystem that spans every major sector of Web3.

Today, SuperEx serves over 10 million users, with a social media community of more than 600,000 followers across 166 countries and regions worldwide. The platform supports 1,000+ cryptocurrencies for both spot and futures trading. Seamlessly integrated with Super Wallet, SuperEx provides decentralized asset custody while combining the trading efficiency of a centralized exchange (CEX) with the security of a decentralized exchange (DEX).

SuperEx Report: Private Wealth Management Monthly Report — July 2026