Bitcoin surges 3% in a month… will the rebound continue? Checking interest rate, regulation, and supply/demand variables | Seo Dong-ju, Kim Dong-hwan, Park Sang-hyuk Digital Asset Editor-in-Chief

Bitcoin surges 3% in a month… will the rebound continue? Checking interest rate, regulation, and supply/demand variables | Seo Dong-ju, Kim Dong-hwan, Park Sang-hyuk Digital Asset Editor-in-Chief [Crypto PLUS]

Watch on YouTube ↗ | August 18, 2026 at 02:48 | 33:12 | 3PRO TV (삼프로TV)

Speakers

Park Sang-hyuk — Editor

Kim Dong-hwan — CEO, Xangle

Summary

Park Sang-hyuk and Kim Dong-hwan review Bitcoin's 3% jump and whether the rebound can last. They cover short-term liquidation flows, US stablecoin regulation, Strategy's STRC par trade and MSCI exclusion risk, spot ETF flows and on-chain MVRV, plus catalysts in WLFI and EtherFi. The overall tone is cautious, with meme coins flagged as especially dangerous.

Bitcoin's 3% daily jump was its first since mid-July and may be linked to short liquidations around $64,135.
Stablecoin rulemaking progress is a positive regulatory signal but congressional passage odds remain low.
Strategy is selling MSTR common and buying STRC preferred, focusing on the $100 par value.
MSCI is reviewing Strategy and Metaplanet for possible index exclusion, a risk for Bitcoin treasury demand.
Spot Bitcoin ETF recorded its largest weekly outflow in a month and adjusted MVRV suggests no final bottom yet.
World Liberty Financial gained after conditional OCC bank approval.
EtherFi rallied on super-app and buyback news.
Meme coin trading is viewed as especially dangerous in current Bitcoin conditions.

Ideas

Park Sang-hyuk Editor 2:20

Bitcoin bounce likely short-squeeze driven

Bitcoin's first 3% daily gain since July 14 is likely tied to futures liquidations: CoinGlass data shows a break above $64,135 could trigger about $300 million of short liquidation, while a drop below $62,485 could trigger about $232.5 million of long liquidation. Because the short liquidation pool is larger, the bounce looks short-term and liquidation-driven rather than a confirmed trend, so traders should watch these levels.

Park Sang-hyuk Editor 12:16

Strategy supports STRC toward $100 par

Strategy sold MSTR common stock and used the proceeds partly for STRC dividend payments and buybacks while also increasing dollar holdings, showing management is focused on moving STRC toward its $100 par value. STRC is stuck between $94 and $95 for about a week, making $95 and $100 key levels to watch.

Park Sang-hyuk Editor 14:27

MSCI exclusion risk for Bitcoin treasuries

MSCI is reviewing index eligibility and has introduced a criterion targeting companies with large non-operating assets, market-price volatility, and external capital dependence, which could affect Strategy and Metaplanet. If they are excluded, ETF and pension funds would reduce automatic exposure, pressuring MSTR/STRC and weakening the bitcoin treasury company engine that helped drive the 2024-25 Bitcoin rally.

Park Sang-hyuk Editor 24:03

OCC approval gives WLFI regulatory edge

World Liberty Financial received conditional national bank approval from the OCC, which is significant because a federal bank charter is needed for regulated stablecoin issuance and distribution in the US. The market interpreted this as validation of WLFI's stablecoin plans, driving the token up about 13% in a week, and giving it a potential edge over unlicensed issuers.

Park Sang-hyuk Editor 27:03

EtherFi super-app news drove rally

EtherFi rallied about 30% in a week after announcing it would expand from a staking-focused neobank into a DeFi super app offering payments, tokenized securities, and buybacks funded by neobank revenue. This is a specific catalyst, but execution risk remains if the actual service underperforms market expectations.

Kim Dong-hwan CEO, Xangle 32:39

Meme coin trading is very dangerous now

Meme coin trading is especially dangerous now because Bitcoin is not holding momentum, and the CZ/Mascot episode shows how misunderstood influencer actions can create violent pumps and 90% crashes. Investors should be cautious in the meme coin sector.

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This 3PRO TV (삼프로TV) video, published August 18, 2026, features Park Sang-hyuk, Kim Dong-hwan discussing BTC, STRC, MSTR, Metaplanet, WLFI, ETHFI, Meme coins. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Sang-hyuk, Kim Dong-hwan · Tickers: BTC, STRC, MSTR, Metaplanet, WLFI, ETHFI, Meme coins