ETF
Bitcoin’s Q2 selloff split Wall Street as banks bought, hedge funds cut and sovereigns held
Q2 filings show banks expanding Bitcoin ETF positions, macro funds cutting exposure and sovereign holders staying put.
Gino Matos 6 min read
North America News
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Regulation
SEC opens door to day-one crypto insider sales that Senate draft would block
The regulator imposes offering caps but no federal time-based lockup, while senators want some insiders held for 12 months before network decentralization.
Macro
Bitcoin faces its highest Treasury hurdle since 2007 with $22.5B less crypto credit to unwind
Bitcoin faces the highest 30-year Treasury yield since 2007 after crypto-collateralized lending fell by $22.5 billion from its 2025 peak.
Latest North America Crypto News & Analysis
Regulation
Polymarket’s 20% CLARITY Act odds sit on a market one $100K trade could radically reprice
An anonymous trader holds $415,000 against CLARITY ahead of a Senate test, dwarfing the market’s $160,000 in displayed liquidity.
Analysis
Bitcoin turned $10,000 into $870,000 in a decade where 87% of active stock funds failed to beat passive rivals
Bitcoin compounded at 56.3% annually from 2016 to 2026, leaving the same starting investment in SPY with roughly $828,000 less wealth.
Adoption
Texas refuses to sell as its $10 million Bitcoin bet sinks to $6.6 million
The state kept all 197,844 BlackRock IBIT shares through the second quarter despite a roughly 34% paper decline.
Legislation
Trump to meet Coinbase, Ripple and crypto leaders as CLARITY Act odds collapse to 10%
Trump, SEC Chair Paul Atkins and CFTC Chair Michael Selig are expected to meet industry leaders as political disputes threaten CLARITY’s path.
ETF
BlackRock’s Bitcoin income ETF offset less than 30% of its $1.2M crypto losses with options
The fund booked $344,849 in option gains, yet its cited NAV, Bitcoin and IBIT declines start on different dates.
Mining
Bitcoin miner HIVE’s $79M quarter runs into an $80M Swedish tax problem
Preliminary revenue reached about $79 million, yet HIVE cannot quantify the possible noncash accrual or its expected losses.
More North America Crypto News Headlines
Regulation
SEC and CFTC plans to write crypto rules without Congress – but they can’t make them permanent
ETF
Cardano finally cleared the SEC shortcut for a spot ETF, but its last remaining sponsor quit two days too early
Legal
Athena Bitcoin agreed to a $4.5 million settlement, but claimants may have less than $3 million to split
Digital Asset Treasuries