Bitcoin News

Come back after the summer, says one analyst on crypto markets
Bitcoin's growing divergence from tech stocks raises concerns as AI spending surges, says Quinn Thompson.

Bitcoin inflows slow sharply in 2026 as investors chase AI, Bernstein says
Bernstein said bitcoin's increasingly diversified ownership base supports its long-term store-of-value thesis.

BlackRock warns of energy shock as May CPI is set to show acceleration in inflation
BlackRock is closely watching Wednesday's CPI as an early test of how U.S.-Iran tensions are feeding into already elevated prices in the economy.

Live updates: Bitcoin narrows early losses, returns to $62,000 as Nasdaq bounces to close down 1%
Crypto prices rose on Monday following last week's crash, but the bears still appear to be in control.

Circle debuts cirBTC on Ethereum to challenge Coinbase in the wrapped bitcoin market
Circle unveiled cirBTC, a token backed 1:1 by the world's largest cryptocurrency, to allow traders to use their bitcoin wealth in DeFi protocols.

Saylor blamed AI for bitcoin crash. Arca has one word for that: Nonsense
Arca is blaming Strategy's sale of 32 BTC for last week's BTC crash, not AI capital rotation, as Strategy's Saylor claimed.

Why Strategy sold Bitcoin, VanEck’s BNB bet and a $1.7B ETF exodus
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Bloomberg Intelligence Senior Research Analyst James Seyffart to break down the SpaceX IPO's pull on crypto capital, four consecutive weeks of Bitcoin ETF outflows topping $1.7 billion, and the Zcash counterfeiting bug. VanEck Director of Digital Assets Product Kyle DaCruz unpacks VBNB, the first US spot BNB ETF, the rise of "revenue chains," and what staking rewards will mean for the product. 100X Capital CIO Joy Pathak — also known as the Wizard of SoHo — shares his top conviction trade in the 10X segment. Plus, Benchmark-StoneX Managing Director Mark Palmer breaks down why the market overreacted to Strategy's first publicized Bitcoin sale, his $570 price target on the company, and his Buy rating with a $32 target on Strive.

Blame bitcoin's tumble on rising inflation, not Strategy, 10xResearch argues
The main driver behind bitcoin's weakness was ETF selling after red-hot April U.S. inflation data, 10x's Markus Thielen argued. The bounce may hinge on Wednesday's CPI data, he said.

Strategy buys 1,550 bitcoin one week after selling $2.5 million of coins
Strategy adds bitcoin and cash after raising $181 million through stock sales.

A crucial bitcoin market indicator is signaling that the worst of the crypto crash might be over
The metric shows bitcoin's market price is getting close to its realized fair value after the recent sell-off.

