Crypto / BitcoinEvent Impact™

Will global temperature increase by between 1.10ºC and 1.14ºC in August 2026?

This market will resolve according to the value reported by the Global Land-Ocean Temperature Index for August 2026 when it is released. An anomaly within a named bracket for August 2026 is necessary and sufficient to resolve this market immediately once the data becomes available, regardless of wh

Probability

0%

Trading Volume

$999

Expiration

Aug 1, 2026

Affected Stocks

4

Affected ETFs

4

AI Summary

Bitcoin and crypto market movements affect publicly traded crypto-correlated equities including exchanges, miners, and fintech firms with crypto exposure. Regulatory clarity or crackdowns have outsized impacts on the sector.

Playbook: Crypto / Bitcoin · Confidence: 80% · Educational research only — not investment advice.

AI Consensus™

Signal alignment across all data sources

Weak Alignment

Prediction Markets

Bearish
0

Prediction market consensus shows 0% probability. Market assigns low probability to this outcome.

1 data point

Institutions (13F)

Neutral
44

Analysis of 50 tracked institutional positions in affected equities shows roughly neutral positioning (score: 44/100). Data sourced from public 13F filings with standard 45-day reporting lag.

50 data points

Corporate Insiders

Neutral
50

No recent insider transactions detected in affected companies. Absence of data is not confirmation of neutral positioning.

Congressional Trades

Neutral
50

No recent STOCK Act disclosures detected for affected tickers. Congressional members have 45-day reporting windows for transactions.

ETF Flows

Neutral
44

ETF flow analysis for sector-correlated funds shows neutral flows (score: 44/100), based on institutional ETF holdings from 13F disclosures.

News Sentiment

Bearish
0

News and momentum sentiment score: 0/100. Derived from prediction market probability trajectory and volume trends. This is not a direct news feed analysis.

Overall Consensus Score33
BearishNeutralBullish

Divergence Detector™ — No Major Divergences

Signal alignment is relatively consistent across data sources. Market and institutional signals do not materially conflict for this event.

Prediction Market Signal

Source: Polymarket

Current Probability

0%

Trading Volume

$999

Expiration

Aug 1, 2026

Source: Polymarket · Updated every 5 minutes · Prediction markets reflect crowd probability estimates, not guaranteed outcomes.

Affected Sectors

Expected market impact based on historical event playbooks

Crypto Exchanges & Infrastructure

High
Positive

Trading volumes and fee revenue correlate strongly with crypto prices.

Bitcoin Miners

High
Positive

Mining economics improve exponentially with higher BTC prices.

Fintech

Medium
Mixed

Payment fintechs with crypto exposure benefit; others see competitive pressure.

Traditional Finance

Low
Mixed

Banks with crypto custody or trading desk exposure affected marginally.

Affected ETFs

Exposure scores based on sector correlation and historical reaction patterns

ETFExposureDirection

IBIT

iShares Bitcoin Trust

98
Positive

FBTC

Fidelity Wise Origin Bitcoin Fund

98
Positive

ARKW

ARK Next Generation Internet ETF

65
Positive

BKCH

Global X Blockchain ETF

88
Positive

Affected Stocks

Expected sensitivity based on revenue exposure and historical reaction patterns

StockSensitivityExpected Impact

COIN

Coinbase

High
Positive

Revenue directly tied to crypto trading volumes and retail engagement.

MSTR

MicroStrategy

High
Positive

Essentially a leveraged Bitcoin holding company.

MARA

MARA Holdings

High
Positive

Bitcoin miner with high operating leverage to BTC price.

RIOT

Riot Platforms

High
Positive

Large-scale Bitcoin miner; profitability highly levered to BTC price.

Institutional Positioning

Source: SEC 13F filings · 45-day reporting lag · Educational research only

Net Direction

Neutral

Positions Tracked

50

13F Score

44/100

Recent 13F Changes (Last 90 Days)

↓ TRIM
ARK Investment Management

COIN · COINBASE GLOBAL INC

$1.5B

position value

↓ TRIM
ARK Investment Management

COIN · COINBASE GLOBAL INC

$1.2B

position value

↓ TRIM
ARK Investment Management

COIN · COINBASE GLOBAL INC

$919.4M

position value

NEW
Millennium Management

IBIT · ISHARES BITCOIN TRUST ETF

$837.3M

position value

NEW
ARK Investment Management

COIN · COINBASE GLOBAL INC

$796.1M

position value

↓ TRIM
ARK Investment Management

COIN · COINBASE GLOBAL INC

$790.9M

position value

↓ TRIM
ARK Investment Management

COIN · COINBASE GLOBAL INC

$753.5M

position value

↓ TRIM
ARK Investment Management

COIN · COINBASE GLOBAL INC

$577.5M

position value

↑ ADD
ARK Investment Management

COIN · COINBASE GLOBAL INC

$528.6M

position value

NEW
Appaloosa Management

IBIT · ISHARES INC

$489.6M

position value

↑ ADD
Situational Awareness LP

RIOT · RIOT PLATFORMS INC

$468.2M

position value

↑ ADD
Tudor Investment Corp

IBIT · ISHARES BITCOIN TRUST ETF - US ETP

$427.0M

position value

↓ TRIM
ARK Investment Management

COIN · COINBASE GLOBAL INC

$414.3M

position value

↓ TRIM
Millennium Management

COIN · COINBASE GLOBAL INC

$388.0M

position value

↑ ADD
ARK Investment Management

COIN · COINBASE GLOBAL INC

$367.1M

position value

Top Institutional Holders of Affected Assets

Citadel Advisors

MSTR · MICROSTRATEGY INC

$8.5B

market value

Citadel Advisors

MSTR · MICROSTRATEGY INC

$7.0B

market value

Citadel Advisors

MSTR · MICROSTRATEGY INC

$6.7B

market value

Citadel Advisors

COIN · COINBASE GLOBAL INC

$4.6B

market value

Citadel Advisors

COIN · COINBASE GLOBAL INC

$3.3B

market value

Citadel Advisors

MSTR · MICROSTRATEGY INC

$3.3B

market value

Citadel Advisors

IBIT · ISHARES INC

$2.9B

market value

Citadel Advisors

MSTR · MICROSTRATEGY INC

$2.7B

market value

Citadel Advisors

IBIT · ISHARES BITCOIN TRUST ETF

$2.7B

market value

Citadel Advisors

MSTR · STRATEGY INC

$2.6B

market value

Insider Activity

Source: SEC Form 4 filings · Corporate executives and directors · Educational research only

Form 4 insider data integration coming soon.

Corporate insider transactions (CEO, CFO, Directors) will be cross-referenced against affected tickers when available.

Congressional Activity

Source: STOCK Act disclosures · 45-day reporting window · Educational research only

No STOCK Act disclosures found for affected tickers in the past 90 days.

Congressional members have a 45-day window to report transactions.

AI Interpretation

Research synthesis across all available signals · Not investment advice

Prediction markets currently price this event at 0%, suggesting the crowd assigns low probability to this event. Institutional positioning across affected equities is neutral based on 50 tracked positions from public 13F filings. Overall signal alignment is classified as Weak Alignment, suggesting the information ecosystem is relatively mixed around this event. All data sourced from public disclosures. Educational research only — not investment advice.

Data Sources

Prediction Markets (Polymarket)SEC 13F FilingsSTOCK Act DisclosuresEvent Playbook Database

Event Alerts

Get notified when the information ecosystem shifts around this event

📈

Probability Spike

Market probability moves ±10pp

🏛

Institutional Rotation

Large 13F position changes in affected assets

⚠️

Major Divergence

Market expects outcome; institutions disagree

🏛

Congressional Trade

New STOCK Act disclosure for affected tickers

↔️

Consensus Shift

Alignment label changes between sessions

🔔

New Event

High-probability event appears in your watchlist

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.