Research
Macro
European ETFs post record $93B quarter of inflows amid pivot away from US exposure
Invesco report highlights investor pivot towards regional diversification in European ETFs.
Bitcoin
Bitcoin outperforms global market after Donald Trump reiterates income tax will be replaced by tariffs
Bitcoin's V-shaped recovery sets sights on $95,000 amid market volatility.
Investments
Bitcoin crowdfunding platform Geyser launches social-gated launchpad for Bitcoin projects
Geyser redefines Bitcoin crowdfunding with community-driven campaign approvals.
Memecoins
Official Trump memecoin surges 50% as President to hold dinner with TRUMP token holders investing over $395k
Private event for top wallet holders prompts scrutiny over crypto-driven patronage, regulatory ambiguity, and financial entanglements in office.
Macro
Global M2 money supply shifted by 90 days predicts Bitcoin price but with elastic relationship
Bitcoin does not always follow a lagged global M2 money supply, but when it does, it rips.
Analysis
Trump has ‘no intention’ of firing Jerome Powell as Bitcoin hits $94k, oil rises, gold falls
White House tones down rhetoric on Powell, trade tensions ease as Bitcoin surges 12% in a week.
Macro
US GDP data expected to show decline next week but tariff impact won’t be seen until July
US economic growth slows, with looming tariffs setting the stage for summer impacts.
Analysis
Bitcoin outperforms gold as US puts 3,251% tariff on Asian solar panels
Bitcoin soars amid tariff-induced market volatility, intensifying its current role as a safe-haven asset.
Analysis
Bitcoin rallies above $87k while dollar weakens on Powell speculation after long weekend
Bitcoin hits $87,650 as markets reopen, breaking correlation with dollar weakness.
Analysis
Vitalik Buterin explores sunsetting the EVM in favor of a simpler Ethereum execution model
Buterin's proposal outlines a multi-phase plan to simplify Ethereum while retaining developer-favored languages like Solidity and Vyper.
Analysis
Former SEC lawyer warns ending SEC crypto action could trigger bank contagion
Stark and Reiners warn that SEC's reduced crypto oversight may echo pre-2008 financial risks with untested financial integrations.
Analysis
Bitcoin holds steady during Good Friday market closure, macro forces shape global risk narrative
As gold and oil rise on policy shifts, Bitcoin maintains calm in thin trading conditions.
