● Beat
Markets
The majors and the macro.
- Nvidia perps crash as board reportedly moves to oust Jensen Huang.
- Strategy and Metaplanet removed from MSCI global equity benchmarks.
- Bitcoin faces the statistical prospect of back-to-back annual losses.
- Bitmine posts a $6.3 billion annual net loss as ether tumbles 44%.
- Bitcoin's decoupling from equities is becoming a pattern.
- 10-year Treasury yields crossed 5% on the inflation data.
- Trump Media posts $410 million quarterly profit, almost entirely from BTC holdings.
- Forward Industries grows its SOL treasury to 8.7 million tokens at a three-month low.
- Tokenised stock infrastructure is crystallising fast.
- Vitalik reframes ETH's value proposition, Bitmine keeps buying.
- Trump Media swings to a $410 million Q3 profit on Bitcoin gains.
- Pendle emerges as the dominant DeFi venue for tokenised stock yield.
- Upbit volume retreats 20% week-on-week.
- Gold sells off on stronger-than-expected US jobs data.
- Finland homes heat scheme needs BTC above $70K to remain viable.
- Hyperliquid whales piling into BTC shorts.
- Every Magnificent Seven company opts out of OKX-ICE equities venue.
- AI equity rout weighs on broader risk sentiment.
- Tokenised asset ownership is highly concentrated.
- Post-midterm slide compounds the AI rout.
- Strive turns $509M profit on BTC treasury as shares slide.
- TeraWulf mining revenue falls 69% as Anthropic buildout drives HPC surge.
- World Liberty Financial announces WLFI token buyback after 66% slide.
- Bitcoin miners flagged oversold after a brutal October.
- Canary's staked INJ ETF debuts on Nasdaq.
- Payward buys AAVE on the secondary market.
- Trump Media shifts roughly $344M in BTC to Crypto.com
- Bitcoin holds above $80,000 with DeFi tokens leading the rebound
- Spot BTC ETF flows diverge sharply, with IBIT shedding $201M
- THORChain's RUNE up 10% as North Korean wallets resume laundering Binance loot
- Bitcoin ETFs bleed over $1 billion in two sessions.
- Tether discloses a 50,000-bitcoin gap between CEO claims and reserve filings.
- Liquid Network is fully backed again after September's $320 million exploit.
- Block Inc. raises its full-year profit forecast, shares up 6% after hours.
- Bitcoin slides through $77,000 as chip stocks extend their rout.
- BlackRock pulls $405 million from IBIT as institutional redemptions accelerate.
- Morgan Stanley cuts Coinbase price target by 53% and downgrades the stock.
- Exchange outflow data points to a potential supply squeeze despite the sell-off.
- Bitcoin recovers toward $79K as the immediate panic subsides.
- ETF October closes in the red across both BTC and ETH.
- Pendle takes a 17% share of DeFi tokenised stock venues.
- Bhutan taps 3iQ to actively manage its sovereign bitcoin stack.
- US spot Ethereum ETFs have now logged 23 consecutive days of net outflows, a record streak.
- A Nasdaq-listed firm is weighing the sale of $450 million in Bitcoin, citing the Binance hack and quantum computing risk.
- USDC supply slips to $70 billion after Circle redeems roughly $11.7 billion.
- Michael Saylor says the next Bitcoin bull cycle has already started.
- BTC briefly below $77k, $1.57B in leveraged positions wiped.
- Nasdaq posts its steepest single-day fall since June as AI spending scepticism bites.
- Strategy CFO departs as the firm posts a record quarterly operating profit.
- Coinbase Q3 net income up 66% as prediction markets and derivatives offset softer spot.
- Bitcoin breaks below $77,000 on hack fallout and macro headwinds.
- Roughly $11 billion in bitcoin options expiring today, skew watched closely.
- Strategy posts $19.5 billion Q3 net income on bitcoin mark-to-market gains.
- Coinbase swings to $719 million Q3 profit as crypto holdings appreciate.
- OKX-ICE tokenized stock venue hits 33 corporate objections.
- Hyperliquid spoofing allegations surface during oil volatility.
- Robinhood crypto revenue falls 55%, but Wall Street shrugs.
- Datavault AI says it cannot access its own Bitcoin, stock collapses.
- BTC approaches $81k ahead of the Fed decision.
- Robinhood Q3 shows crypto revenue rising 20% on Robinhood Chain, but EPS disappointed.
- Galaxy Digital swings to a $323 million quarterly profit and authorises a $200 million buyback.
- Ark Invest trims its own Bitcoin ETF while adding Circle shares.
- Brazil election shock crashes local markets.
- Grayscale positions Bitcoin as less volatile than a basket of large-cap stocks.
- Strive closes in on the second-largest corporate bitcoin treasury.
- Bernstein cuts Coinbase target, raises Circle's as product mix shifts.
- Stablecoin deposits in DeFi reach $24 billion.
- Solana absorbs $22 million in euro stablecoins in a single week.
- xStocks tokenised equities cross $1 billion in on-chain market cap.
- Pump.fun edges past Hyperliquid in daily protocol revenue.
- Strategy and Strive face a capital-allocation squeeze as preferred dividends compete with BTC purchases.
- Wealthy bitcoin holders shifting toward loans and yield rather than outright sales.
- Bitcoin steadies near $81,700 while altcoins catch a bid.
- Franklin Templeton files for two blended stock-Bitcoin ETFs.
- Arthur Hayes argues the high-FDV token playbook is dead on Binance.
- Robinhood users are betting on Bitcoin and gold, not just sports outcomes.
- Bitcoin and gold claw back some ground as yen weakens.
- Prediction market volumes hit a record on 15-minute crypto event contracts.
- China moves to seize 61,800 BTC tied to a $5.7 billion fraud.
- Reliance Jio IPO priced at roughly $110 billion on prediction markets.
- Bitcoin retreats from $85K as macro jitters resurface.
- Bitcoin volatility near 2026 lows ahead of twin catalysts.
- SpaceX-Tesla merger talk would stack 30,000+ BTC on one balance sheet.
- Monero futures leverage building again.
- JPMorgan publishes its first-ever long-term bitcoin return forecast.
- Mt. Gox extends its repayment deadline into 2027.
- Switzerland greenlights its first retail spot bitcoin fund.
- Ethereum staking hits a supply record as yields compress further.
- BlackRock files a capital-protected bitcoin ETF, its third BTC wrapper.
- IBIT pulls in $665 million as ether ETFs continue to bleed.
- Bitcoin stabilises above $82,000 as equities recover and DeFi tokens outperform.
- Strategy and Strive both added to their bitcoin positions last week.
- Small and mid-caps leading Bitcoin since late August.
- Upbit volume drops 15.5% week-on-week with XRP leading flow.
- Chip-stock tokenised positions lost $52 million in ten minutes on Friday.
- BIS paper finds banks can kneecap stablecoin growth by raising deposit rates.
- Circle is fighting a margin war on USDC revenue sharing.
- Bitcoin ETFs shed $228M this week, with monthly outflows closing in on $618M.
- BIS paper argues banks can kneecap stablecoin adoption by paying depositors properly.
- Bitcoin dips toward $81K as macro pressure mounts.
- BlackRock books $71.8M in IBIT redemptions.
- TD Cowen raises Strive price target 27% on bitcoin treasury momentum.
- Tokenised Tesla surges on SpaceX Roadster reveal during market close.
- Zcash plunges double digits after leverage stacks up.
- MSCI index rule change puts Strategy, Metaplanet and crypto treasury firms at risk of exclusion.
- Bitwise CIO: Bitcoin wins the AI trade regardless of outcome.
- Memecoin lifespans are compressing fast.
- BlackRock's crypto ETF AUM up 63% from trough, but peak is still distant.
- Strive adds 2,822 BTC for $235M after warrant exercise windfall.
- Standard Chartered pushes $2T stablecoin forecast to 2030 as supply growth stalls.
- Bitcoin mining pool with 2.3% of network hashrate shuts down after 65% hashrate collapse.
- Bitcoin recovers toward $84,000 on Fed rate-hike reprieve.
- Tokenised SanDisk positions took heavier liquidations than XRP during Asia's chip rout.
- STX up 50% in four weeks as Bitcoin layer-2 narrative resurfaces.
- A 2020-vintage Bitcoin whale moved $378 million after holding through every major drawdown.
- Over $770 million in liquidations swept the book as Bitcoin broke below $82,000.
- A dormant whale moved $378 million in BTC after six years offline.
- Bearish options dominated Bitcoin flow, making up 53.5% of the week's volume.
- Spot Bitcoin ETFs bled over $600 million last week.
- BTC, ETH and SOL ETFs all in the red for October.
- STRK up 322% in four weeks on Starknet L1 speculation.
- AVAX gains 50% over four weeks, outrunning majors.
- Papertrade launch exploited via Hyperliquid ETH price manipulation.
- ETH ETFs post nine consecutive outflow days, Solana breaks a 14-week inflow streak.
- SUI up roughly 54% over four weeks, comfortably outrunning BTC and ETH.
- Robinhood Chain activity is in a sustained decline, with transactions down more than 40%.
- Uniswap v3 and v4 together handled 47.2% of $161 billion in stablecoin DEX volume.
- Bitcoin steadies near $82,500 as Uptober narrative fractures.
- STRK surges 20% on Starknet's L1 pivot proposal.
- Hyperliquid crosses $1 billion in cumulative revenue with equal buyback spend.
- MARA shifts $81 million in bitcoin to Galaxy Digital as it pivots toward AI infrastructure.
- U.S. government shifts $1 billion in Bitfinex-seized bitcoin.
- Strategy shareholders face dilution drag despite higher BTC targets.
- Tokenisation plays may outperform BTC and ETH in the current cycle, Citrini argues.
- Fidelity's reported $197M bitcoin sale was a misread of custody routing.
- US government shuffles $103M in seized BTC and BNB with no explanation.
- Bitmine's ETH buying spree has roughly six weeks left.
- Zcash ETF crosses $1 billion as Winklevoss twins make the pitch at Token2049.
- Robinhood puts $25 million of bitcoin on its own balance sheet.
- Privacy coins outperform as BTC consolidates.
- Winklevoss twins file for a spot Zcash ETF under the WINK ticker.
- US government shifts $103M in seized crypto, including 833 BTC and 40,285 BNB.
- Ethereum sits near $2,700 with $414M in longs inside liquidation zones.
- Bitcoin holds near $86K as the dollar reaches an 18-month peak.
- XRP treasury SPAC surges close to 300% ahead of Evernorth merger.
- SEC greenlights 3x leveraged Bitcoin and Ethereum products.
- Ethereum staking queue stretches past two weeks as validator demand spikes.
- European Bitcoin demand outpacing US flows.
- Ethereum liquidity sinks below half of Bitcoin's.
- Euro hits a 17-month low on Spanish political uncertainty.
- Base network pulls $4.7 billion in net inflows year-to-date.
- Ethereum unstaking queue spikes 392% in the first days of October.
- 71% of blockchains generated zero fees in the past 24 hours, per DefiLlama.
- Crypto job postings more than triple in September while applications fall.
- BlackRock sketches what a tokenised portfolio actually looks like in practice.
- Spot bitcoin ETFs pulled $2.65 billion in September.
- SEC approves 3x leveraged Bitcoin and Ether ETPs.
- Cboe proposes perpetual VIX futures in a crypto-style structure.
- Uniswap logs $17.1 billion in tokenised stock DEX volume.
- Citi raises 12-month BTC target to $113K, adds $3K call on ETH.
- Bitcoin spot ETF nine-day inflow streak breaks, $149M exits the funds.
- Bitcoin enters Q4 pinned in the $82K-$85K corridor.
- Crypto shorts bear the brunt as $102M in positions liquidated.
- Lighter token drops 17% on Robinhood perps announcement.
- Standard Chartered puts a $2 ENA target on the board for 2028.
- Metaplanet board defends controversial executive bonus scheme against shareholder revolt.
- Kalshi winds down its liquidity-incentive programme amid wash-trading scrutiny.
- Bitcoin on course for its best September in history.
- Leverage has cleared, but on-chain profit margins flash caution.
- Spot Bitcoin ETFs post eight straight days of inflows totalling $2.95 billion.
- Aave and DeFi hold up as crypto shrugs off surging bond yields.
- Bitcoin holds $83K as macro headwinds reassert themselves.
- Solana ETFs post a record $188 million weekly inflow.
- Goldman Sachs connects its $100 billion Treasury fund to crypto settlement rails.
- Stablecoin card spending hit a weekly record of $189 million.
- ETH short positions surge on Bitfinex.
- Hyperliquid's HYPE token is up 284% year-to-date, approaching the $100 mark.
- Tokenised funds now represent $11.39 for every $100 in stablecoins, nearly four times their share from two years ago.
- FTX's fire-sale assets would be worth $206B at today's prices.
- Pump.fun continues its systematic SOL disposal.
- Fidelity's macro strategist puts a $300K Bitcoin price target on the 2029 calendar.
- Bitcoin ETF flows flip positive for the year.
- Bond vol spikes while crypto stays unmoved.
- Strategy proposes 365-day dividend accrual across all four preferred stocks.
- CFTC charges Cash FX Group in a $950 million fraud scheme.
- Bitcoin retreats from eight-month highs as bond yields breach 2007 levels.
- JPMorgan flags $85,000 as a key production-cost threshold for Bitcoin miners.
- ONDO surges over 18% on launch of BlackRock-backed onchain portfolio tokens.
- Glassnode confirms the first Bitcoin bear market cycle that never touched realised price.
- Spot Bitcoin ETFs swing back to positive annual flows.
- FTX and Alameda wallets move $75 million in ETH to Wintermute.
- Bitcoin's fork tokens outrun the parent coin.
- Chainalysis: crypto activity barely flinched despite a $2.1 trillion cap wipe.
- AVAX jumps 55% as Bitwise's spot ETF opens for business.
- DOGE leads a broad altcoin rebound with a 15% pump; ZEC adds 10%.
- A $3.2 million bitcoin butterfly option targets $95,000 by end of October.
- Ancient BTC wallets move $161 million worth of decade-old coins over two weeks.
- Strategy and Strive both resume BTC accumulation.
- Bitwise Solana Staking ETF crosses $1B AUM.
- One investment bank is cold on tokenised stocks despite the SEC's new trading rules.
- Bitcoin VIX perps debut on Hyperliquid.
- Bitcoin dominance under pressure from altcoin rotation.
- Gemini stock down 80% from IPO, acquisition chatter resurfacing.
- xStocks tokenized equities hit $173M market cap after 187% monthly growth.
- August's Bitcoin rally was overwhelmingly a short squeeze, not demand-driven.
- Bitcoin ETFs closed the week in the green, ether funds ended an inflow streak.
- Solana ETFs notch twelve straight weeks of inflows as Bitcoin records its quietest week ever.
- Robinhood Chain fees fell 97% while transaction volume stayed near record highs.
- Bitcoin and Ether ETF inflows diverge sharply.
- Grayscale's Zcash ETF lines up a 3-for-1 stock split.
- Corporate bitcoin buying remains thin.
- Circle tokenised stock claims the top deployment slot.
- Bitcoin clears $77K as crypto absorbs the Fed's first rate hike since 2023.
- Zcash surges roughly 23% as NU7 halving vote resolves.
- JPMorgan flags Bitcoin as the bigger ETF-hedge beneficiary over gold.
- Bank of Japan adds 25bp, providing a macro cross-current for risk assets.
- Bitcoin's correlation with US equities and the dollar index broke ahead of the Fed.
- Tether has become a major bullion lender, extending around $1.5 billion to a top US gold dealer.
- Payward is bringing onchain perpetual futures to US clients via Hyperliquid.
- Two Robinhood engineers are facing insider trading charges tied to Hyperliquid perpetuals.
- Bitcoin miners near breakeven as AI pivot looks permanent.
- Ethiopia slashes Bitcoin mining power allocation to 23%.
- Fed rate-hike expectations compound the Clarity Act damage.
- Ark Invest trims Circle and Coinbase ahead of the sell-off.
- Bitcoin decoupled briefly from a tech selloff, then gave back the gains.
- XRP and Solana ETFs pulled in $3 billion; DOGE funds barely moved.
- Fed, BOE and BOJ all decide on rates this week.
- ARK Invest trimmed $65 million from Circle, Coinbase and related equities.
- Goldman expects a 25bp Fed hike next week.
- SGX to offer crypto perpetuals to US institutions.
- Oil jumps 2% on Strait of Hormuz strikes.
- Bitcoin's next test sits between $81,700 and $88,700.
- Tokenised stocks cleared $1B on-chain over the Labour Day weekend.
- Uniswap is processing more monthly volume than its next three DEX rivals put together.
- ETF flows split sharply: Ether pulls in $216M while Bitcoin bleeds.
- Ethereum re-enters the global top 100 assets by market cap.
- Standard Chartered initiates on SKY with a fivefold price target.
- Bitwise pulls the plug on its Dogecoin ETF before its first birthday.
- Zcash outperforms as altcoins crater.
- Bitwise closes its Dogecoin ETF after less than a year.
- SGX opens BTC and ETH perps to US institutions.
- $3 billion in BTC and ETH options expired as ETH holders shift toward puts.
- Bitcoin miners are sitting out the rally.
- XRP funds the lone bright spot in ETF flows.
- Hunter Biden's LAPTOP memecoin crashed 99% within an hour of launch.
- Zcash pulls $500 million in ETF inflows.
- Bitcoin defends the high $70s as oil near $95 and rising Fed hike odds keep the macro ceiling low.
- Bitcoin's golden cross prints as on-chain data approaches a historical bear-to-bull transition threshold.
- Hyperliquid open interest climbs back to $14.3B as HYPE hits a new all-time high.
- Metaplanet drops 17% on the week as governance controversies deepen.
- Bitcoin stalls at the $83,000 wall as whale flows turn net negative.
- Oil spikes, bitcoin dips on US strikes against Iranian crude carriers.
- Chainlink flies to an eight-month high after Bottomline integration.
- Bitcoin shows lower yield sensitivity than gold, per new analysis.
- Bitcoin ETFs record best monthly inflows in a year.
- STONK and RAY spike on StonkFun launch.
- Gold pulls back on stronger US payrolls.
- August payrolls beat, rate-hike expectations revised upward.
- AMC memecoin collapses 55% within 24 hours of Robinhood Chain debut.
- XRP Ledger losing active accounts but growing in value per trade.
- Arthur Hayes picks up 244,000 UNI in a quiet OTC deal.
- Zcash clears $1,000 for the first time in nearly a decade.
- Bitcoin's gold ratio hits its highest since January.
- Crypto exchanges processed $778 billion in stock, index, and commodity contracts.
- Stablecoin market cap crosses $309 billion, up 50% since end-2024.
- Bitcoin-gold correlation at a six-year high, equity decoupling under scrutiny.
- Bitcoin ETF flows rebound, but Ethereum and XRP streaks end.
- Strive targets second-largest public Bitcoin holder status by year-end.
- Tron overtakes Ethereum in circulating USDT supply as the total hits $94 billion.
- XRP ETFs accumulate $170 million in eleven days with Goldman topping institutional holders.
- August DEX volume hit its highest point since March as protocol TVL climbed $18 billion.
- A China liquidity indicator used as a risk-appetite proxy is flashing red.
- Solana ecosystem faces nearly $100 million in token unlocks this month.
- Bitcoin-gold correlation hits an all-time high.
- Strategy spends $635 million buying back preferred stock.
- South Korea's Bitcoin kimchi premium returns.
- Prediction market volumes fall for the first time in a year.
- XRP ETFs nine-day inflow streak, $1.6 billion and counting.
- Bitcoin's best August since November 2024, unfazed by Iran strikes.
- Robinhood Chain flips Ethereum and Base in daily fees.
- Strategy back in the market with $370 million in BTC.
- Bitcoin ETF inflows snapped a nine-day run.
- Strategy's Saylor hints at resuming BTC purchases.
- Crypto fund inflows hit their highest since October 2025.
- Solana Mobile's SKR token led the top-200 leaderboard.
- Ancient Bitcoin wallets are moving at a pace not seen in years.
- S&P 500 logs 22 consecutive sessions without a down close, adding $8.7 trillion in market cap.
- ETH ETFs post nine-day inflow streak.
- Bitwise BSOL becomes the first Solana ETF to cross $1 billion AUM.
- Charles Schwab extends crypto trading to SOL, AVAX, and LINK.
- IREN shares drop 8% as AI conversion costs weigh on the print.
- Bitcoin reclaims $80K on eight consecutive days of ETF inflows.
- Nvidia's $442B single-day market cap gain lifts risk assets including crypto.
- Bitcoin's key resistance sits at $81K–$86K, where long-term holders cluster near breakeven.
- Ethena surges after the foundation proposes a fee switch and an overhaul of VC unlock mechanics.
- Strategy near-zeroes its net leverage
- BlackRock cuts IBIT swap minimum to $1 million
- Nvidia posts record $96.2B quarterly revenue, guides to $108.5B next quarter
- Bitwise Crypto Carry Fund yield hits 6% on basis expansion
- Solana ETFs post five straight days of inflows.
- XRP's recovery stalls at a technical wall.
- Bill Miller IV flags an AI-to-crypto rotation.
- Druckenmiller warns Treasury's bond buyback plan courts disaster.
- Ether outperforms bitcoin with a golden cross in view.
- Zcash prints an eight-year high as futures open interest nearly doubles.
- Hyperliquid token hits an all-time high ahead of a $1.2 billion unlock.
- Bitwise's Solana staking ETF approaches $1 billion in cumulative inflows.
- XRP logs its biggest weekly gain in 21 months
- Abraxas Capital runs a $783M Hyperliquid short hedge
- Hyperliquid clears $6M in daily fees, beating major L1s
- Crypto card spending crosses $1 billion as stablecoin use broadens
- Hyperliquid open interest through $13 billion.
- USDC DEX volume hits $2.8 billion as DeFi activity revives.
- Strategy and STRC both recover with the bitcoin move.
- Geopolitical risk from Strait of Hormuz closure adds a macro overhang.
- Ethena's ENA leads the altcoin charge with a 48% single-session gain.
- XRP clears its death cross for the first time since the pattern formed in August.
- Strategy's bitcoin book swings from a $13 billion unrealised loss to a $1.4 billion gain.
- US-Canada tariff collapse fires a macro warning shot into the weekend.
- XRP logs its best week since the 2024 election cycle.
- Ether spot ETFs post their largest single-day inflow in ten months.
- A trader who banked $49 million shorting crypto gave back $24 million on ether in 12 seconds.
- Bitcoin's golden cross sets up as technicals align with the macro move.
- Crypto equities ride the wave.
- HYPE surges 11% on Trump's Hyperliquid shoutout.
- Ethena diversifies USDe backing with a $1 billion FalconX facility.
- Cantor opens Kalshi prediction markets to institutional clients.
- Global bond yields surge, Bitcoin holds the line.
- XRP slips below $1 for the first time since 2024.
- Strategy has not bought Bitcoin since mid-June.
- Hyperliquid open interest clears $12 billion for the first time since October.
- Bitcoin ETFs log worst outflow week in six weeks.
- Bitcoin futures positioning is dangerously crowded.
- Paul Tudor Jones's fund rotates back into the iShares Bitcoin ETF.
- XRP tests the $1 line it has held since the 2024 US election.
- Hormuz shipping collapse rattles oil markets.
- Jane Street takes a rare $15 billion monthly loss and restructures debt.
- BoJ rate hike speculation pushes Japanese bond yields higher.
- Dollar softens, Asian currencies and sterling gain on fading Fed hike bets.
- Pump.fun ranks third in seven-day protocol revenue, behind only Tether and Circle.
- Solana leads tokenised T-bill growth with $378M in new issuance, spot DEXs log $5.8B in tokenised stock volume.
- Swan CEO calls October the likely Bitcoin bottom and writes off altcoins entirely.
- Hyperliquid traders pricing Unitree IPO at 4x the offering price.
- Bitcoin retreats to $63k as CPI disappoints bulls.
- Tokenisation stocks slide on SEC delay.
- Kraken parent Payward posts solid Q2 but earnings still drop.
- Norway's sovereign wealth fund hits record indirect bitcoin exposure.
- Bitcoin flatlines under $64,000 on the quietest tape in years.
- Bitcoin miners offload 28,000 BTC worth roughly $2 billion.
- Swissquote cuts full-year guidance after first-half crypto income collapses.
- TradFi perpetuals volume on crypto venues surges 117-fold to $387 billion in 18 months.
- Bitcoin drifts to $63,500 as in-line CPI buys the Fed patience, not a pivot.
- Solana came within one routing failure of losing finality.
- Securitize drops 20% after tokenisation revenue misses earnings targets.
- Bitwise cuts 14% of headcount as the downturn reaches ETF issuers.
- Bitcoin stalls below $65k as Strategy sells and Hormuz hopes fade.
- Riot Platforms surges 20% pre-market on a reported $9.1B Anthropic colocation deal.
- Trump Media books $361M in unrealised digital-asset losses for the first half of the year.
- Twenty One Capital posts a $414M Q2 loss as its new CEO looks beyond the bitcoin treasury playbook.
- Hedge funds flip net long bitcoin on CME for the first time in months.
- Strategy sells 1,690 BTC and builds a $4.75B cash cushion as investors demand more than pure bitcoin exposure.
- Standard Chartered initiates Chainlink with a $200 target by end-2030, anchored to a $4T tokenised-asset thesis.
- XRP slips back below conviction levels as the legislative tailwind from July evaporates.
- Bitcoin spot ETFs absorb $853 million in a single session.
- XRP decouples to the downside despite ETF inflows.
- TUT token triggers $44 million in liquidations, topping BTC and ETH.
- US equity open interest on crypto exchanges crosses $2 billion, overtaking precious metals.
- Bitcoin and ether ETFs pull in $1.1 billion, best weekly inflow since April.
- Crypto spot volume collapses to $15 billion as liquidity thins across venues.
- GMGN overtakes Axiom Exchange in 24-hour protocol revenue as memecoin aggregator wars accelerate.
- Tron's stablecoin supply clears $91 billion after adding $2 billion in July alone.
- Coldcard fallout visible onchain as 210,000 BTC rotates out of old wallets.
- XRP underperforms peers as Clarity Act delay bites hardest where regulatory status matters most.
- JPMorgan flags stalling HYPE ETF inflows and rising competition for Hyperliquid.
- Tokenized RWA deposits tripled to $7.4 billion in a year when broad DeFi contracted 15%.
- BTC flatlines at $64k ahead of jobs data.
- XRP leads major-token losses on Clarity Act delay.
- JPMorgan flags stalled inflows into the HYPE ETF.
- Bitcoin miners MARA and CleanSpark post double-digit revenue falls.
- Bitcoin stuck at $64K while global equities hit records.
- Galaxy Digital shares drop up to 12% on a Q2 net loss.
- Circle shares slip 3% despite an earnings beat.
- Whale accumulation in BTC, ETH and XRP signals a late-stage bear market, per CryptoQuant.
- Bitcoin holds near $64,000 despite the noise.
- Wall Street is quietly becoming the dominant Bitcoin market force.
- Hashdex closes the first US spot Bitcoin ETF to shutter.
- A 40x short on 1,600 BTC opened via Hyperliquid.
- Yen carry-trade fears return as US-Japan coordinate intervention.
- Bitcoin futures yield collapses below Treasury-note levels.
- Strategy sells another 1,638 BTC while Saylor insists his personal stack is untouched.
- Circle slides after Morgan Stanley downgrade and price-target cut.
- US and Japan intervene jointly on the yen for the first time in 15 years.
- Fed holds rates for a second consecutive meeting, but dissent is growing.
- Coldcard exploit is pushing BTC back onto exchanges.
- Strategy signals a BTC buy after five weeks of silence.
- US-Iran brinkmanship sent crypto and oil into a volatile session.
- Bitcoin mining difficulty down 14% from its 2026 peak.
- Tokenised stock volumes surged 288% in July, concentrated in a single QQQ token.
- Strategy holds STRC preferred dividend steady at 12%.
- Bitcoin slips below $63,000 on Coinbase miss and stalled Clarity Act.
- Coinbase Q2 miss leaves Wall Street divided on recovery timing.
- Tether Q2 profit lands at $1.5 billion as reserve buffer shrinks sharply.
- Prediction markets clear $20 billion in World Cup volume, Ronaldo among top wagers.
- Strategy absorbs an $8.2 billion Q2 loss while buying more bitcoin.
- Coinbase misses Q2 revenue estimates, shares fall 5%.
- Bitcoin hovers near $65,000 as leverage gets repriced hard.
- BlackRock clients rotate $60M out of IBIT and into ETHA.
- Fed holds at 3.5–3.75%, three officials dissent in favour of a hike.
- Robinhood posts a record quarter but slides 4% as crypto revenue cools.
- Bitcoin spot volume tracking its weakest July since late 2023.
- Trade.xyz to cover $60M in liquidations caused by an SK Hynix perp price anomaly.
- SK Hynix perp flash-crash on Hyperliquid.
- Fed decision the next macro pin.
- Altcoins stuck despite Bitcoin's relative calm.
- BitMEX and BitMart flagged as early trading-slump casualties.
- Bitcoin ETF flows flip negative on the week despite a third consecutive weekly net inflow.
- Crypto's pre-IPO futures market gets its first major Asian stress test.
- Crypto liquidations hit $573 million, Hyperliquid bearing the brunt.
- TD Cowen slashes Nakamoto price target by 58% after BTC's slide dents the capital structure.
- Shiba Inu up 36% on unexplained South Korean demand.
- BMX token down 58% as BitMart announces shutdown.
- Strategy sits $9.3B underwater after four weeks without a buy.
- Indonesia's rupiah through 18,000 per dollar as EM stress builds.
- Bitcoin ETF volumes hit a post-October 2024 low.
- Upbit lists Morpho and Euler in the KRW market.
- Robinhood Chain's RWA TVL jumps fivefold as tokenised equity volumes grow.
- Strategy overhauls its bitcoin accounting with a 'net bitcoin per share' metric.
- RWA trading overtakes crypto on Hyperliquid for the first time.
- MARA CEO says AI data centres now beat bitcoin mining on revenue per kilowatt.
- ARK Invest's Q2 report pegs bitcoin's one-year realised volatility at 42%, near multi-year lows.
- Bitcoin consolidates in a holding pattern after its best July in years.
- Citadel Securities puts $400 million into a crypto firm in its largest digital-assets commitment to date.
- Grayscale argues Bitcoin has already bottomed and the four-year halving cycle is no longer the primary driver.
- Smarter Web Company liquidates 178 BTC to retire an $11.7 million convertible note early.
- XRP whale accumulation is widening as retail exits.
- Tesla reported a $112M bitcoin impairment loss but held its treasury flat.
- Tokenised RWA trading hit $470B in monthly volume, led by equity perps.
- Franklin Templeton named agentic AI crypto's near-term killer use case.
- Bitcoin stalls approaching $68,000.
- Satsuma unwinds its bitcoin treasury less than a year after raising $218 million.
- WLD jumps 8% on a Grayscale spot ETF filing.
- Solana and Hyperliquid altcoin ETFs quietly accumulating.
- Bitcoin ETF inflows return for a second consecutive week, but the recovery remains tentative.
- Strategy builds cash buffer to $3.2 billion without adding to its bitcoin stack.
- Hut 8 and IREN shares surge double digits on landmark AI data centre contracts.
- Bitmine slows ETH accumulation as it deploys $86 million on a share buyback.
- Bitcoin volatile around $99.5K as geopolitical risk reprices.
- Spain's World Cup win created a sharp two-way flush in fan tokens.
- Kraken pitches simplified options as the route into retail derivatives.
- Large BTC call spreads targeting $72,000 by month end.
- Whale rotates out of BTC into a leveraged ETH long.
- Brian Armstrong calls $60,000 the cycle floor.
- $1.6 billion in crypto liquidity sitting idle across protocols.
- US-Iran escalation adds a geopolitical layer to the risk-off session.
- Strategy's bitcoin playbook is under scrutiny from CryptoQuant.
- Crypto-native derivatives are already trading AI compute exposure.
- FTX fifth creditor distribution set at roughly $900 million.
- Ether outperforming bitcoin on ETF inflows.
- Dormant 2017-era bitcoin whale moves $383M.
- JPMorgan flags encouraging signs for bitcoin.
- Morgan Stanley enables BTC, ETH, and SOL trading on E*Trade.
- US Treasury freezes $131M in Iran-linked crypto.
- BlackRock's crypto AUM down 39% despite $15B of net inflows.
- Strategy says it stays comfortable down to $8-10K BTC.
- Crypto equities beat almost every major asset class in H1 2026.
- US government shifts $288M in seized BTC and ETH to Coinbase Prime.
- XRP and ETH bulls loudest at the lows, which analysts read as a contrarian warning.
- Bitcoin long-term holders rotating supply to new buyers in what analysts call a generational transfer.
- Chainlink replaces LayerZero as Aave's default cross-chain messaging layer as $7.2B migrates.
- Strategy banks $3 billion in cash, skips Bitcoin for a third straight week.
- Franklin Templeton's crypto CIO says prices have detached from fundamentals.
- Hyperliquid's HIP-3 onchain stock markets now account for roughly half of all perp volume on the platform.
- Wall Street banks are building a shared stablecoin rail to slow Tether and Circle's encroachment.
- Strategy sold $216M in BTC while Saylor teased a cryptic chart.
- A dormant Bitcoin whale surfaced for the first time since 2018.
- Bitcoin is approaching a long-run power law support level Fidelity has tracked since 2015.
- Stablecoin market cap has dropped $10 billion since May.
- BTC and ETH ETFs end an eight-week bleed.
- Crypto IPO pipeline stalls as capital chases AI.
- Empery Digital offloads roughly half its BTC treasury.
- World Cup prediction markets hit $3.9B in volume.
- Bitcoin holds $64,000 as crypto decouples from equity softness.
- Bitcoin's $60K-$70K band is now the third most-traded consolidation range in its history.
- Empery Digital offloads 1,400 BTC to bankroll an AI data-centre pivot.
- Bitcoin priced in yen is quietly underperforming its USD equivalent.
- Bitcoin touches $64K on yen and chip tailwinds.
- Arbitrum surges 19% on Robinhood onchain volume.
- DeFi tokens quietly outpacing Bitcoin in the drawdown.
- Bitcoin ETF outflows resume as private credit funds also bleed.
- Bitcoin ETF outflows showing early signs of reversal.
- Ethereum prints a weekly death cross for the first time in years.
- Strategy's BTC sale raises questions about the line between choice and compulsion.
- Robinhood Chain clears $500M in 24-hour Uniswap volume.
- BTC rally was already showing cracks before geopolitics hit.
- Securitize drops 40% on SPAC debut despite tokenisation tailwinds.
- ZEC jumps 12% on Zcash Ironwood verification progress.
- Vanguard hiring its first head of digital assets.
- Bitcoin steadies above $63,000 after its best week since March.
- Bitcoin's Sharpe Ratio hits its lowest reading since 2022.
- TeraWulf signs a 20-year, $19 billion data-centre lease with Anthropic.
- Yen carry-trade risk adds a macro overhang to crypto's recovery.
- Trump memecoin retail holders are collectively down over $4 billion.
- Goldman Sachs puts the yen at 165 per dollar within twelve months.
- US equities hit a record $81 trillion market cap, now 48% of the global total.
- Crypto-linked meme tokens tied to football players are illustrating the structural problem.
- Bitcoin clears $63K but the ETF streak tells a different story.
- XRP up 8% as on-chain data flips constructive.
- Bitcoin and equities are decoupling, but analysts do not expect it to last.
- Hyperliquid pulls $116 million in net inflows in a single day.
- Soft NFP data removes a Fed hike overhang.
- Options markets unconvinced by the bounce.
- Semiconductor rotation lifts bitcoin's relative narrative.
- CHZ surges 28% on World Cup knockout-stage momentum.
- JPMorgan puts Strategy in the 'two-way risk' column.
- Metaplanet's Q2 buy slows but the stack hits 43,000 BTC.
- Avalanche Treasury copycat stock collapses 73% since debut.
- Tech and finance platforms are repositioning to own stablecoin rails, not the coins.
- Circle stock split on the analyst desk after Open USD launch.
- Standard Chartered puts a $60 price target on Morpho by 2030.
- XRP and HYPE funds are the only ETF bright spots as BTC and ETH see sustained outflows.
- Aave logged its biggest single-day network growth in nearly five years.
- Strategy's financing flywheel under real pressure.
- XRP is the relative hold in a broad-based slide.
- USDT trading at a 7–10% premium in India.
- ETH ETF outflows at $345 million despite corporate buying.
- Yen at a 40-year low adds macro pressure to BTC's $60k hold.
- Bitcoin is heading for a rare consecutive quarterly loss.
- India's USDT premium spikes above 8.5% after enforcement raids.
- Ark Invest buys the dip in crypto-adjacent equities.
- Strategy signals a fourth consecutive week of BTC buying.
- SharpLink resumes ETH accumulation with a $62 million purchase.
- Tech stocks cross 50% of the S&P 500 for the first time.
- DOGE and HYPE led weekly losses as capital rotated toward AI equities.
- CZ pins crypto's difficult 2026 on AI competition, geopolitical stress, and the four-year cycle.
- Ripple's CEO argues the Saylor playbook has been net negative for the asset class.
- Kevin Warsh confirmed as incoming Fed chair with a crypto portfolio and scepticism toward forward guidance.
- Bitcoin spot ETFs bleed for six straight days.
- AAVE leads the partial bounce, up nearly 9%.
- Cantor Bitcoin SPAC softens its investor commitments amid the slide.
- Early Ethereum wallets finally exit after eight years.
- Tether's market cap overtakes Ethereum at $186 billion.
- Micron's blowout quarter provides a partial relief valve for risk assets.
- MemeCore's M token loses 80% without an identifiable catalyst.
- Relief rally fails to flip bearish derivatives structure.
- Bitcoin miners in the red as hash economics deteriorate.
- Bitcoin Runes traffic hits a two-year peak even as spot price slides.
- Standard Chartered sets a 50x Aave price target for 2030.
- Debasement trade unwinds, pulling gold, silver, and BTC together.
- Strategy's preferred equity slips below par, reviving leverage-model fears.
- Bitcoin volatility is pricing cheap ahead of a consequential expiry.
- XRP tests $1.10 support while traders wait for a range break.
- OKX Europe warns four in five crypto exchanges will not survive MiCA's July 1 deadline.
- Bitcoin range-bound near $64K as macro headwinds stack up.
- Strategy's smallest BTC buy in weeks raises eyebrows alongside a swelling cash reserve.
- STRC 'depeg' narrative gets a firm rejection from Benchmark.
- JPMorgan flags rising mining-network sensitivity to price moves.
- Bitcoin holds $64k through geopolitical resolution but sentiment stays frozen.
- Bank of Japan rate hike to 1995 highs gets a surprising public endorsement.
- Egypt fan tokens and Salah memecoins surge after World Cup knockout qualification.
- Bitcoin network activity surging while price lags 50% off peak.
- Strategy's STRC preferred stock loses its par value in a documented meltdown.
- Charles Schwab and Cboe moving toward binary options on the S&P 500.
- VanEck Bitcoin ETF undercutting BlackRock on fees, with caveats.
- BTC and altcoins extend the losing streak.
- XRP loses $1.15 support.
- Aave weathers $8.45B in withdrawals, but questions linger.
- CME has the upper hand against the CFTC, says TD Cowen.
- Hawkish Fed wipes out rate-cut pricing.
- Bitcoin trades below JPMorgan's production cost estimate.
- Crypto-treasury model fractures more broadly.
- HIVE shares spike 10% on a $220 million Canadian AI deal.
- Bitcoin ETFs bleed $82 million in a single session.
- UNI jumps 20% on a Standard Chartered price target and tokenised stock launch.
- K33 says long-term holder supply at a record high signals the bear may be bottoming.
- Strategy's STRC preferred stock closes at a record low, 11% below par.
- HYPE reaches an all-time high as SpaceX perp short squeeze reverberates.
- BlackRock launches a covered-call Bitcoin ETF trading upside for yield.
- Strategy preferred stock collapses toward historic lows as yield premium compresses.
- Japan's rate move to a three-decade high barely registers across crypto markets.
- Kraken brings regulated perps onshore.
- Strategy adds another 1,587 BTC at roughly $63,000 average.
- TAO surges 32% and leads the CoinDesk 20 higher.
- SpaceX IPO generates $1.4B in Hyperliquid perp volume.
- Bitcoin ETFs bleed for a fifth straight week.
- A bearish historical pattern points to a possible $48K retest.
- Tokenised treasury market crosses $14.6 billion.
- SpaceX-linked crypto derivatives print $9 billion in 24-hour volume.
- Saylor credits Musk as 25% of the 'Mag8' now hold bitcoin.
- Anthropic pre-IPO shares slide after the US government shuts down its top model.
- Standard Chartered calls the crypto winter over at $59K.
- SpaceX surges 20% on Nasdaq debut, tokenised allocation chaos follows.
- Tether briefly overtook Ether by market cap over the weekend.
- Avalanche Treasury shares dropped 38% on their Nasdaq debut.
- SpaceX prices at $135, hitting $1.77 trillion on its Nasdaq debut.
- BlackRock's covered-call bitcoin ETF is nearly ready to launch.
- Nakamoto sells $48M in BTC to cut debt and authorises a share buyback.
- SEC proposes scrapping Reg NMS Rules 611 and 610e, a potential unlock for tokenised equities.
- Geopolitical shock compounds an already ugly tape.
- XRP showing capitulation signals.
- Bitcoin ETFs haven't grown since the US election.
- Fold sells $45M in BTC, erases its debt, shares rocket.
- Bitcoin stuck in distribution, not accumulation.
- Strategy's $100M BTC buy lands with a thud.
- USDT golden cross flashes a bearish signal for BTC.
- CME rolls out Nasdaq crypto index futures spanning seven tokens.
- Bitcoin's Sunday short squeeze reversed quickly.
- Spot bitcoin ETFs bled $1.7 billion last week.
- Zcash rebounded 40-plus percent after a critical vulnerability patch.
- CME launched a bitcoin volatility product and found its first takers.
- Hyperliquid ETFs absorb $160M as BTC and ETH funds bleed.
- Institutional sentiment at $60K is structurally different from the February panic.
- Nvidia shed $320B in a single session, falling below $5T market cap.
- WLD drops 20% after Hayes reverses his hold position overnight.
- Joseph Lubin moves 110,000 ETH to shore up a $259 million DAI debt position.
- Satoshi-era bitcoin linked to a $285 billion lawsuit moves on-chain after 14 years dormant.
- Retail bitcoin selling may be partially explained by SpaceX IPO allocation chasing.
- Bitcoin breaks below $60,000 for the first time since 2024.
- Bitcoin treasury companies collectively shed $62 billion in value this week.
- BlackRock picked up $47 million in Bitcoin into the dip.
- ADA trades at four-year lows below $0.20 as social activity spikes.
- Zcash craters more than 50% on Orchard Pool counterfeiting disclosure.
- Morgan Stanley lets wealth clients lend crypto for in-kind ETF conversions.
- CME CEO warns CFTC-approved perpetual futures are a retail blowup waiting to happen.
- Ethereum's liquidation stack builds as ETH trades below $1,600.