Bitcoin climbed to a one-month peak near $65,700 on Monday before retreating to around $65,000 as equity markets closed, reflecting shifting sentiment amid geopolitical developments and rising bond yields.

The cryptocurrency advanced following a report that Iran was considering renewed ceasefire discussions, which briefly pushed West Texas Intermediate crude down about $3 to below $80 a barrel and lifted Nasdaq 100 futures by 1 percent. The report proved short-lived, however, with no formal acceptance from involved parties. Oil prices recovered, with WTI climbing back toward one-month highs around $82.50 a barrel and Brent crude reaching $85.

The 10-year U.S. Treasury yield rose five basis points to 4.59 percent. Market participants raised the probability of a Federal Reserve rate increase in July to 16 percent and in September to 63 percent. Higher yields increased the opportunity cost of holding non-yielding assets such as Bitcoin.

Despite the pullback, structural support remained evident. Bitcoin exchange-traded funds recorded inflows for four consecutive days, including $181 million on July 14 led by BlackRock’s IBIT. On-chain indicators showed exchange supply at its lowest level since 2017, with long-term holders controlling a record share of circulating supply.

Demand for Bitcoin long positions among large traders reached a 10-month high. The price action tested resistance in the $65,200 to $65,800 range before retreating, while maintaining positions above key moving averages.

Geopolitical tensions persisted, with the United States reinstating a blockade on Iranian ports and threats of further action if negotiations stalled. The upcoming Federal Reserve meeting on July 28-29 is expected to influence near-term market direction, as investors assess the central bank’s response to elevated energy prices and inflation risks.

The London Stock Exchange Group has announced plans to introduce a dedicated night trading platform during the first half of 2027, expanding access beyond traditional market hours in response to evolving investor demands.

The new venue will operate independently from the group’s primary exchange and will initially focus on exchange-traded products, including funds that track UK and U.S. stock indices. The initiative reflects broader industry efforts to accommodate the rise of cryptocurrencies and other assets that trade without conventional time restrictions, particularly appealing to retail investors seeking round-the-clock opportunities.

The platform will run from 5 p.m. to 7:50 a.m. London time, incorporating a 30-minute break between 6:30 p.m. and 7 p.m. for end-of-day processing. The main London Stock Exchange will maintain its standard trading hours of 8 a.m. to 4:30 p.m.

Competitors have pursued similar extensions. Nasdaq intends to offer 23-hour weekday trading starting in December, while the CME Group introduced 24-hour trading for cryptocurrency futures and options in late May. Cboe Global Markets plans to implement 23-hour, five-day trading for U.S. equities on its EDGX exchange also in December.

London Stock Exchange chief executive Julia Hoggett highlighted growing interest from retail investors worldwide in using London’s time zone to access both domestic and international assets.

JPMorgan Chase chief executive Jamie Dimon has cautioned that investors are underpricing risks to the global economy and said he would not purchase equities or long-dated U.S. Treasurys at prevailing market levels.

In an extended interview released late Monday, Dimon highlighted several geopolitical and fiscal pressures not fully reflected in asset prices. These include ongoing conflicts in Ukraine and the Middle East, U.S.-China frictions, elevated military expenditures and expanding government budget shortfalls.

He noted the challenge of determining precisely which risks markets have already incorporated, while stressing that unforeseen developments pose the greater concern. Although the global economy has grown more resilient due to reduced energy dependence compared with past decades, Dimon warned that this does not eliminate the possibility of abrupt shifts.

Persistent U.S. fiscal deficits are likely to create difficulties over time, he added, potentially driving interest rates higher as investors seek greater compensation for holding government debt. On Treasury securities, Dimon said he would not buy long-dated bonds personally and suggested the 10-year yield ought to stand between 4 percent and 4.5 percent, even assuming inflation returns to the Federal Reserve’s 2 percent objective.

Regarding equities, he expressed reluctance to invest in the broader market at current valuations, though he would consider select individual stocks that represent compelling opportunities. On artificial intelligence, Dimon drew parallels to the early stages of the internet expansion, predicting that substantial current spending would ultimately generate returns, albeit on a slower timeline than many market participants anticipate.

Samsung Electronics shares advanced 6.76 percent Tuesday after the company announced the formation of a new robotics division to strengthen its position in the sector.

The unit, named RX for Robotics eXperience, will consolidate the company’s existing robotics efforts and drive a medium- to long-term strategy spanning core technology research through to commercial deployment. Chief Executive TM Roh will directly supervise the division. The new entity plans to establish research operations in the United States, China and Japan.

Earlier this month, Samsung outlined plans to invest approximately 60 trillion won, equivalent to $40.7 billion, across South Korea’s Yeongnam region, including its Gumi complex. Of that total, 19 trillion won is earmarked for Gumi in collaboration with Samsung SDS to build physical artificial intelligence infrastructure and facilities for humanoid robot production.

In late 2024, Samsung increased its ownership in Rainbow Robotics, securing the position of largest shareholder.

U.S. President Donald Trump has endorsed an ethics provision in proposed cryptocurrency legislation, eliminating the final barrier to comprehensive federal rules for the digital asset industry.

The agreement followed months of discussions and was reached after a July 16 meeting involving Trump, Republican Senators Bernie Moreno and Cynthia Lummis, and White House crypto adviser Patrick Witt. Trump gave final approval on Monday.

The Clarity Act aims to establish a unified federal framework for digital assets, assigning oversight roles to the Securities and Exchange Commission and expanding authority for the Commodity Futures Trading Commission. Negotiators focused on restrictions to prevent presidents, vice presidents, members of Congress and other senior federal officials from profiting personally from cryptocurrency holdings while in office.

Trump’s involvement with memecoins and his family’s World Liberty Financial venture had been central points of contention in the talks. Recent financial disclosures indicated Trump received millions of dollars linked to the World Liberty Financial project.

Draft bill text is anticipated within days, possibly as soon as Monday night. The Senate faces a deadline to vote during the first week of August. If approved, the measure would return to the House of Representatives before heading to the president’s desk for signature.

White House crypto adviser Patrick Witt had been scheduled to depart for National Guard training this week but postponed the commitment. Deputy director Harry Jung said he would leave his post in two weeks, noting that developments over the past two years had significantly strengthened the United States’ standing in cryptocurrency policy.

Asian stock markets rose Tuesday for the first time in four sessions, propelled by semiconductor companies, as investors sought direction from forthcoming results at large U.S. technology firms to gauge the staying power of the artificial intelligence-driven rally.

The MSCI Asia Pacific Index gained 1.7 percent. Benchmarks in South Korea and Taiwan each advanced more than 2.5 percent, with Samsung Electronics and TSMC among the leading contributors. Japan’s Nikkei 225 climbed 2.2 percent after resuming trade following a holiday.

U.S. equity-index futures pared earlier declines, with Nasdaq 100 contracts rising as much as 0.5 percent. A gauge of American semiconductor stocks recovered ground lost in the previous week’s pullback.

Brent crude declined 0.9 percent to around $88.46 a barrel. The drop came as market participants monitored potential supply risks from the Red Sea following threats by Houthi rebels to disrupt Saudi export routes. West Texas Intermediate crude settled at its highest level since mid-June.

Fund managers noted that equity markets had already absorbed a meaningful correction while corporate earnings demonstrated greater resilience than anticipated. This week marks the start of reporting season for U.S. megacap technology companies, with Tesla and Alphabet scheduled to release results on Wednesday. Microsoft, Meta, Apple and Amazon are set to follow in the subsequent week. Companies face increasing pressure to demonstrate returns on their artificial intelligence investments.

BlackRock Investment Institute analysts maintained that the momentum in artificial intelligence spending and infrastructure remains solid despite recent market swings. They observed that the current global economy relies far less on oil than during past energy disruptions.

In currency markets, the Canadian dollar showed little change after the Trump administration announced plans for a 50 percent tariff on certain Canadian imports, including alcohol, automobiles and dairy products, citing unfair treatment of U.S. goods. The measures are scheduled to take effect in 30 days.

The British pound remained under pressure following Prime Minister Andy Burnham’s appointment of former Defense Secretary John Healey as chancellor in an unexpected reshuffle. UK government bonds weakened as Burnham indicated he would explore limited flexibility within existing fiscal constraints.

A U.S. federal judge issued a temporary halt to Paramount Global’s $110 billion acquisition of Warner Bros. Discovery, ruling that the deal appeared likely to breach antitrust regulations. Separately, European Union authorities imposed a €550 million fine on Alibaba’s e-commerce operations.