Latest from Aoyon Ashraf
Asia Morning Briefing: August ETF Flows Show the Massive Scale of BTC to ETH Rotation
August saw $751M exit U.S. Bitcoin ETFs even as Ethereum funds pulled in nearly $4B, underscoring diverging institutional appetites as BTC stalls
Rich Bitcoiners Are Reportedly Spending BTC on Luxury Holidays: Does This Really Make Sense?
Private jet flights, yacht cruises and boutique hotels are now taking crypto. But does it make sense for bitcoin’s new wealthy to actually spend their coins?
Yen-Backed Stablecoin Can’t Come at a Better Time as BOJ Seen Raising Rates
Top bankers and economists expect the BOJ to hike rates in the fourth quarter, boosting the appeal of yen and yen-backed assets.
Major Bitcoin Breakout Could be Brewing as Retail and Institutions Stack ‘Relentlessly’
Bitcoin accumulation by retail and institutions is hitting highs, with one analyst saying it could set the stage for a major breakout as price steadies near $109,000
Bitcoin or Gold: Which Is the Better Hedging Asset in 2025?
Bitwise’s André Dragosch argues gold still protects against stock sell-offs while bitcoin hedges bond stress — raising questions about their roles in 2025 portfolios.
Crypto Charts Look 'So Broken and Bearish They’re Bullish' Ahead of Fed Meeting, Says Analyst
Alex Krüger says recent liquidations and scary charts could set up a bullish rebound, though conviction trends may wait until after the Fed’s Sept. 17 decision.
Most Bitcoin Still Belongs to Individuals, but Institutions Are Catching Up: Research
River’s research estimates BTC ownership at 65.9% for individuals, 7.8% for funds, 6.2% for businesses and 1.5% for governments. About 7.6% is believed to be lost.
Businesses Are Absorbing Bitcoin at 4x the Rate It Is Mined, According to River’s Research
River’s new flow map suggests companies absorb around 1,755 BTC per day versus approximately 450 mined, with funds and ETFs adding more demand.
Hyperliquid’s HYPE Token: Why Arthur Hayes Thinks It Has 126x Upside Potential
Arthur Hayes argues that fiat decline drives stablecoin saving, funneling into crypto speculation—and Hyperliquid is the exchange built for that wave.
Has El Salvador Made Its Bitcoin Holdings Quantum-Proof?
El Salvador says its bitcoin reserve is safer from quantum threats — but the reality behind the claim is less sweeping than it sounds.
