Analysis
Bitcoin’s rally has one big macro hurdle before $80K can hold
A break in 10-year Treasury yields could decide whether Bitcoin clears $80,000 or turns another inflow streak into a failed rally.
Sentiment: Neutral
Latest stories
Stablecoins
Cathie Wood’s Bitcoin bull thesis concedes stablecoins won the real-world payment fight
Wood's latest comments pointed out that Bitcoin is no longer being driven by the old crypto-native script.
Community
Bitcoin holders may get new eCash in 2026 fork as Satoshi coin fight raises new risks
The fork could create a new asset for BTC holders, but replay rules, custody support, and Satoshi-linked coins remain open risks.
Legal
EU sanctions push deeper into Russian crypto rails with bans on digital rouble support
The new package moves beyond named exchanges, putting Russia-linked stablecoins, platforms, and settlement agents in scope.
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.
Banking
The world’s central banks finally see crypto as a real monetary threat to TradFi
The stablecoin debate has left crypto regulation behind and entered the territory of monetary sovereignty.
Exchanges
Central bankers call crypto a “shadow” financial system as Binance breaks over $1 trillion trading volume
Binance’s early-year trading surge shows how market power is clustering around platforms that now combine trading, custody, leverage and yield.
Quantum
Latest “quantum computer breaks the math behind Bitcoin” headlines massively exaggerate risk
Project Eleven awarded its Q-Day Prize after Giancarlo Lelli broke a 15-bit elliptic curve key on public quantum hardware.
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.
Analysis
Bitcoin eyes recovery as $3.8 billion in fresh liquidity creates a route to $150k
The simple four-year halving narrative no longer explains the full recovery case for Bitcoin, as a growing chorus now points instead to institutional inflows, corporate buying, improving risk appetite, and technical momentum.
Stablecoins
US Bankers push for 60 day delay to stop national stablecoin rules going live
ABA is urging the Treasury and FDIC to freeze stablecoin rulemaking, escalating a broader fight over the future of tokenized dollars.