BlackRock’s digital assets ETFs generated $42 million in Q1 fees, which was only 1.7% of the firm’s ETF fee machine.
CryptoQuant says Bitcoin’s latest rebound is being powered by perpetual futures while spot demand keeps contracting.
Coinbase’s CUSHY strategy is a bet that stablecoins can aim for tokenized institutional credit.
The Fed held rates steady as Powell warned that higher energy prices are pushing inflation back up, and Glassnode says Bitcoin is now stuck below its True Market Mean at roughly $79,000.
If 10% of creator payments move to stablecoins, real-world crypto usage changes fast.
US debt is growing faster than M2, leaving Bitcoin trapped between a bullish liquidity thesis and tighter market plumbing that keeps capping risk.
Spot Bitcoin ETFs have widened access to BTC, but the same flows that support price can reverse quickly when macro pressure rises.
The old summer sell signal looks weaker, but Bitcoin still needs inflation, jobs, and Fed data to hold the risk-on case.
A stalled market-structure bill could let exchanges test whether stablecoin rewards actually pull deposits from banks.
A break in 10-year Treasury yields could decide whether Bitcoin clears $80,000 or turns another inflow streak into a failed rally.
Wood's latest comments pointed out that Bitcoin is no longer being driven by the old crypto-native script.
Three straight billion-dollar inflow weeks show demand is returning, but Bitcoin still needs the Fed and spot buyers to cooperate.
