Bitcoin, Semiconductors Fall Together…What's This Week's Biggest Market Variable? | Seo Dong-ju, Kim Dong-hwan, Kim Je-i Blockmedia Editor-in-Chief

Bitcoin, Semiconductors Fall Together…What's This Week's Biggest Market Variable? | Seo Dong-ju, Kim Dong-hwan, Kim Je-i Blockmedia Editor-in-Chief [Crypto PLUS]
Watch on YouTube ↗  |  July 28, 2026 at 03:02  |  30:39  |  3PRO TV (삼프로TV)
Speakers
Kim Je-yi — Blockmedia Editor-in-Chief
Seo Dong-ju — Host

Summary

The hosts discuss recent market drops in Bitcoin and US semiconductors. Oil fell sharply but didn’t lift risk assets. A report suggesting a possible surprise Fed rate hike shook Bitcoin. MicroStrategy’s Saylor is accumulating cash instead of buying Bitcoin, with signs of supporting the firm’s preferred stock. The Clarity Act faces legislative hurdles.

  • Bitcoin and semiconductor stocks fell together despite a crash in oil prices.
  • China's DUV lithography mass production news pressured chip names like Nvidia, ASML, and Micron.
  • A report from Stadel warned of a potential surprise FOMC rate hike, causing a sharp Bitcoin intraday drop.
  • MicroStrategy continues to issue common stock to raise cash; management signaled support for its preferred stock STRK above $100.
  • The Clarity Act's progress is uncertain with key Democratic senators voicing opposition, posing a risk for US crypto legislation.
  • The panel sees elevated volatility risk around the upcoming FOMC decision, with Bitcoin still vulnerable.
Ideas
Seo Dong-ju Host 8:23
Bitcoin vulnerable to surprise FOMC hike.
The upcoming FOMC meeting carries a non-negligible risk of a surprise rate hike, as flagged by a recent report. Bitcoin has already sold off on the report but may not be fully pricing in the possibility. A hawkish surprise could trigger significant further Bitcoin downside and volatility.
BTC MED
Kim Je-yi Blockmedia Editor-in-Chief 20:07
STRK preferred stock floor and upside.
MicroStrategy is accumulating cash by issuing common shares instead of buying Bitcoin, signaling intent to support its preferred stock STRK (STRK). CEO Michael Saylor stated they will never issue STRK below $100, effectively committing to price management and a push toward the $100 mark, creating a potential upside opportunity in the preferred stock.
STRK MED
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This 3PRO TV (삼프로TV) video, published July 28, 2026, features Seo Dong-ju, Kim Je-yi discussing BTC, STRK. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Seo Dong-ju, Kim Je-yi  · Tickers: BTC, STRK