Macro
Wall Street’s ‘Sell in May’ rule is breaking, but Bitcoin still faces one key risk
The old summer sell signal looks weaker, but Bitcoin still needs inflation, jobs, and Fed data to hold the risk-on case.
Gino Matos 8 min read
North America News
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Stablecoins
CLARITY delay is testing Wall Street’s $6.6T stablecoin deposit warning
A stalled market-structure bill could let exchanges test whether stablecoin rewards actually pull deposits from banks.
Analysis
Grayscale moves away from Coinbase for new ETF product – Is Wall Street building a post-Coinbase custody map?
Grayscale’s decision to swap Coinbase for Anchorage in a new ETF filing is small on paper and significant in context because it shines a light on how much of Wall Street’s Bitcoin wrapper still depends on one custodian.
Latest North America Crypto News & Analysis
Analysis
This week Bitcoin will face major volatility across a key 48 hour period: Fed first, GDP and PCE right after
Bitcoin faces a 48-hour macro trap as the Fed speaks first, but GDP and PCE get the last word.
Analysis
Major global food delivery service builds stablecoins into core infrastructure across 40+ countries
Stablecoins are finding their strongest argument in one of business’s oldest problems: moving money on time.
Memecoins
Official TRUMP token price in free fall amid White House shooting incident after memecoin gala
Gunman incident forces evacuation while the TRUMP token hovers near lows despite exclusive Mar-a-Lago gathering.
Analysis
The Fed is cornered in rates decision with just days before its next meeting — what that means for Bitcoin
A fresh oil shock has put Bitcoin on collision course with a higher-for-longer Fed just as traders were betting on relief later this year.
ETF
Surprisingly Bitcoin’s paper hands are not ETF buyers as 38% plunge reveals
Eric Balchunas argues the latest selloff revealed that the people once mocked as fee-paying tourists may now be helping form a stickier floor under Bitcoin.
Trading
Trump “not happy” with prediction markets – says world is a “casino” as Special Forces soldier arrested for insider trading on Polymarket
US Special Forces soldier faces DOJ and CFTC charges over alleged classified intel trades as prediction markets’ integrity comes under fire.
More North America Crypto News Headlines
Regulation
US armed forces are running a Bitcoin node to “project power” for America’s security
Analysis
Bitcoin’s uptrend towards $80,000 is increasingly attracting bears – but they keep losing
People
Apple’s new CEO inherits a multimillion‑dollar crypto scam problem in the App Store
Stablecoins