Read sharp crypto market analysis, expert breakdowns, and on-chain insights covering Bitcoin, Ethereum, altcoins, and macro trends.
Arthur Hayes is watching a $60 billion Fed limit as the trigger for a Bitcoin liquidity trade tied to Japan’s yen intervention.
Short accounts now outnumber longs while weakening liquidity and negative CVD deepen concerns around the token’s latest selloff.
Fair-value gains supplied 99.1% of Q2 pre-tax profit as continuing operations used $10.6 million of cash in the first half.
JAN3's 2025 B20 combines policy advances with enforcement custody, while dated Treasury records separate the coins from national reserves.
Bakkt revenue fell 70%, while losses from continuing operations and adjusted EBITDA widened, leaving the operating picture weaker.
Cash covers about 18 months of the current run rate in a static calculation, while common issuance has already become a funding channel.
Bitcoin enters CPI week near $63,000 as inflation data, $125 billion in Treasury issuance and a $69,000 cost-basis wall set the key levels.
Standard Chartered’s $200 LINK target puts Chainlink into the same setup that saw traders rapidly reprice UNI and AAVE.
The June 30 loss was unrealized, but a $7.8 million credit-loss allowance and 109% share-count increase sharpen the capital-allocation test.
