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.

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.

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 has returned 23% since the Iran escalation, outpacing both equities and gold in a rare simultaneous divergence.

Bitcoin is up 18.8% since the Iran crisis, while equities fell and gold dropped 7.4%. Whale selling may be reversing: two consecutive weeks of net inflows from large holders.

Institutional adoption took over a decade of regulatory filings, accounting reform, and infrastructure development. It is more than ever crucial to understand this shift.

Bitcoin is up 18.8% since the Iran crisis, while equities fell and gold dropped 7.4%. Whale selling may be reversing: two consecutive weeks of net inflows from large holders.

Rate hike fears surge on geopolitics, but policy shift may be overstated. Bitcoin shows resilience, while mining pivots to AI and regulation turns more pragmatic.

Since the Iran crisis, Bitcoin is up 10% while equities fell. CoinShares Research argues geopolitics is replacing monetary policy as the key driver.

A de-risked market structure, $1B in institutional inflows at peak stress, and Bitcoin’s self-custody properties combine to build a credible macro hedge narrative.