Bitcoin News
It's not SpaceX. Bitcoin ETF outflows may be an arbitrage story
While some analysts argue investors are selling bitcoin to free up capital for anticipated IPOs such as SpaceX and Anthropic, Sygnum's Fabian Dori says market data points elsewhere.
Michael Saylor and Jack Mallers go toe-to-toe over Strategy's bitcoin reporting metrics
The two bitcoin treasury leaders renewed the debate over Strategy's mNAV and dilution, with Saylor arguing that equity issuance for cash strengthens, rather than dilutes, shareholders.
Corporate bitcoin buying has collapsed from $500 million per day to almost negligible
ETF outflows have dominated the narrative but corporate bitcoin treasuries have gone quiet too, compounding the demand-side weakness.
BlackRock and Fidelity are quietly turning bitcoin ETFs into a two-firm market
BlackRock's IBIT and Fidelity's FBTC are attracting the vast majority of new bitcoin ETF money, leaving smaller funds increasingly sidelined as institutional investors consolidate around the industry's largest players.
Michael Saylor gets into public debate over claims that Strategy's latest share sale was dilutive
Strategy's BTC Yield fell from 13.0% to 12.8% following its latest bitcoin purchase, prompting a debate on X over whether the purchase was dilutive to shareholders.
Bitcoin trims losses after core CPI rises less than feared 0.2% in May
Headline inflation rose an expected 0.5% in May, but the beat on the core rate — which cuts out food and energy costs — is pleasing markets.
A 'Bitcoin DeFi' project just shut down with a brutal post-mortem: Users just didn't care
"It did not work," Botanix said. "At least not in this market and not in this timeline."
Bitcoin ETFs are no bigger today than when Trump won the election
Net assets of U.S.-listed spot ETFs have fallen to levels last seen just after Trump won the election in early November 2024.
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.
