Macro
Bitcoin’s next risk is hiding in the gap between debt and liquidity
US debt is growing faster than M2, leaving Bitcoin trapped between a bullish liquidity thesis and tighter market plumbing that keeps capping risk.
Gino Matos 6 min read
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Mining
AI stock concentration flashes dot-com warning as Bitcoin miners’ pivot faces test
AI exposure has become a balance-sheet test for miners that sold investors on HPC growth before Bitcoin gets any relief.
Market
Bitcoin is surging when oil goes up but only when the US stock market is closed
Bitcoin rose with crude oil while US equities were closed, then reversed as the S&P 500 fell, leaving flows, oil, and Fed risk in conflict.
Latest North America Crypto News & Analysis
Analysis
Bitcoin heads into Fed decision today at the exact price where its strongest holders may finally sell
Bitcoin is one Fed decision away from finding out whether its $80,000 rally has conviction or just relief.
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.
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.
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.
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Memecoins
Official TRUMP token price in free fall amid White House shooting incident after memecoin gala
Analysis
The Fed is cornered in rates decision with just days before its next meeting — what that means for Bitcoin
ETF
Surprisingly Bitcoin’s paper hands are not ETF buyers as 38% plunge reveals
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