Stablecoins
Analysis
Bitcoin’s rebound gains traction as Wall Street money returns and buyers step back in
Bitcoin pushed back above $75,000 as the market’s March rebound picked up fresh support from ETF-era staple demand drivers.
Analysis
Iran war bets turned Polymarket and Kalshi into the next fight over what people should be allowed to trade
Wall Street likes platforms that can monetize attention, but Washington tends to notice once that attention turns into incentives around the wrong topics.
Analysis
Coinbase’s $70B Bitcoin move made it look like investors were selling — but no one actually did
Bitcoin traders often treat old-coin movement as a sign that long-term holders are waking up. Coinbase’s $69.5 billion BTC migration suggests that signal may be less reliable than it looks.
Analysis
Washington is trying to stop a government digital dollar before the Fed even builds one
The Senate voted 84-6 to advance a bill blocking a Federal Reserve digital dollar through 2030, leaving just six senators on the other side of one of Washington’s biggest crypto-policy flashpoints.
Analysis
Bitcoin price jumped over $71k – but most of the rally isn’t coming from real buyers
Bitcoin is hovering near $71,000, but the rally may be weaker than it looks. As spot buying fades and derivatives volume dominates, the market is leaning more heavily on leverage than real cash demand.
Analysis
The latest US inflation report looked like good news, but the Fed may already have a bigger problem
February CPI looked reassuring on paper, but it may end up being the last calm snapshot before a new inflation scare.
Banking
Washington gives big banks a $175B break while Bitcoin still gets the harder treatment
A major banking policy reversal is taking shape in Washington, where regulators are considering softer capital standards and a new approach to liquidity that treats Fed borrowing capacity as more usable cash.
Macro
161,000 US jobs just disappeared after a revision as Bitcoin navigates increasingly messy macro data
Nearly 1 million US jobs never existed, according to a massive government revision
Analysis
Bitcoin funding rates just flashed one of the bleakest signals in months before one macro number changed everything
Bitcoin funding collapsed to a three month extreme and that was only the first clue of bigger stress.
Tokenization
$875B in property debt is due soon — and regional banks may be the weak link Bitcoin is watching
As billions in property loans come up for refinancing, the strain could spread from regional banks into broader markets, including Bitcoin.
Analysis
$19B could “vanish” from Bitcoin ETFs without a single Bitcoin being sold
Bitcoin ETF outflows might look scary in dollars, but the story changes fast when you measure them in BTC.
Analysis
Forget CPI and ETFs — oil prices may now be the biggest signal for Bitcoin
Bitcoin's macro tell right now isn't a CPI print or an ETF headline, it's a barrel of crude forcing yields and the dollar higher.