A $216M Strategy bitcoin sale drew almost no reaction this month, even as a hawkish Fed and a fragile Iran truce keep markets on edge.
Market
Bitcoin’s bounce looks like a rate reflex, not a pivot
A weak payrolls print lifted bitcoin off its cycle low, but the Fed’s hawkier dot plot suggests the rally has limits.
Bitcoin defends US$58,000 as risk-off and rates bite
A sharp AI-led selloff and a hawkish Fed under Kevin Warsh are pressuring digital assets, but cooling whale selling offers an early constructive signal.
Crypto holds firm as Warsh’s first Fed meeting strikes a hawkish tone
A hawkish hold and reduced forward guidance pressured risk assets, yet Bitcoin’s relative resilience and improving flows suggest cautious constructiveness.
Bitcoin capped near $80k as inflation reprices the Fed
Energy-driven inflation and a liquidity shift toward AI are keeping Bitcoin stagnant, with no breakout in sight.
A sharp turn in sentiment, not in fundamentals
US$5.8B in outflows, rates flipping to implied hikes, and AI siphoning liquidity: James Butterfill argues this is a sentiment shock, not a structural break.
Bitcoin ETPs post $830M in outflows as inflation fears return
A hotter-than-expected US PPI print and rising oil prices drove the first meaningful crypto ETP outflows in seven weeks, while the Senate cleared the Clarity Act in committee.
Crypto ETP outflows hit $920M as inflation and politics weigh
Senate Banking Committee passes Clarity Act 15-9 in first major US crypto legislation milestone; Bitcoin underperforms gold and equities as rate cut expectations fade.
Bitcoin leads as geopolitics reshapes the safe-haven hierarchy
Bitcoin has returned 23% since the Iran escalation, outpacing both equities and gold in a rare simultaneous divergence.
Institutional adoption: what it really means for digital asset markets
Institutional adoption took over a decade of regulatory filings, accounting reform, and infrastructure development. It is more than ever crucial to understand this shift.