Sentiment: Neutral

Bitcoin’s rally has one big macro hurdle before $80K can hold

A break in 10-year Treasury yields could decide whether Bitcoin clears $80,000 or turns another inflow streak into a failed rally.

3 days ago

Stablecoins Neutral

Cathie Wood’s Bitcoin bull thesis concedes stablecoins won the real-world payment fight

Wood's latest comments pointed out that Bitcoin is no longer being driven by the old crypto-native script.

3 days ago

Community Neutral

Bitcoin holders may get new eCash in 2026 fork as Satoshi coin fight raises new risks

The fork could create a new asset for BTC holders, but replay rules, custody support, and Satoshi-linked coins remain open risks.

4 days ago

EU crypto sanctions vault locks down a digital ruble as new bans target Russian crypto services and usage

Legal Neutral

EU sanctions push deeper into Russian crypto rails with bans on digital rouble support

The new package moves beyond named exchanges, putting Russia-linked stablecoins, platforms, and settlement agents in scope.

4 days ago

Wall Street custody map shows Bitcoin ETF routes shifting beyond Coinbase as Grayscale explores a new ETF product

Analysis Neutral

Grayscale moves away from Coinbase for new ETF product – Is Wall Street building a post-Coinbase custody map?

Grayscale’s decision to swap Coinbase for Anchorage in a new ETF filing is small on paper and significant in context because it shines a light on how much of Wall Street’s Bitcoin wrapper still depends on one custodian.

5 days ago

Bitcoin faces Fed, GDP, and PCE shocks as macro data threatens to reprice the market within 48 hours

Analysis Neutral

This week Bitcoin will face major volatility across a key 48 hour period: Fed first, GDP and PCE right after

Bitcoin faces a 48-hour macro trap as the Fed speaks first, but GDP and PCE get the last word.

5 days ago

Central banks confront major stablecoins outside the Federal Reserve as regulators frame them as a monetary threat

Banking Neutral

The world’s central banks finally see crypto as a real monetary threat to TradFi

The stablecoin debate has left crypto regulation behind and entered the territory of monetary sovereignty.

6 days ago

Crypto liquidity concentrates inside a giant exchange venue as regulators watch trading, custody, lending, and derivatives converge

Exchanges Neutral

Central bankers call crypto a “shadow” financial system as Binance breaks over $1 trillion trading volume

Binance’s early-year trading surge shows how market power is clustering around platforms that now combine trading, custody, leverage and yield.

6 days ago

Quantum computer and cracked cryptography lock sit beside a secured Bitcoin vault, illustrating exaggerated fears about Bitcoin’s math risk

Quantum Neutral

Latest “quantum computer breaks the math behind Bitcoin” headlines massively exaggerate risk

Project Eleven awarded its Q-Day Prize after Giancarlo Lelli broke a 15-bit elliptic curve key on public quantum hardware.

7 days ago

ETF holders hold firm against legacy sellers across a market divide after Bitcoin’s 38% plunge exposes paper hands

ETF Neutral

Surprisingly Bitcoin’s paper hands are not ETF buyers as 38% plunge reveals

Eric Balchunas argues the latest selloff revealed that the people once mocked as fee-paying tourists may now be helping form a stickier floor under Bitcoin.

1 week ago

Bitcoin stands at a bull and bear market crossroads as its 2026 recovery keeps the path to $150,000 open

Analysis Neutral

Bitcoin eyes recovery as $3.8 billion in fresh liquidity creates a route to $150k

The simple four-year halving narrative no longer explains the full recovery case for Bitcoin, as a growing chorus now points instead to institutional inflows, corporate buying, improving risk appetite, and technical momentum.

1 week ago

US banking officials push for a 60-day pause on stablecoin rules outside a federal regulatory building

Stablecoins Neutral

US Bankers push for 60 day delay to stop national stablecoin rules going live

ABA is urging the Treasury and FDIC to freeze stablecoin rulemaking, escalating a broader fight over the future of tokenized dollars.

1 week ago

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Sentiment: Neutral

Bitcoin’s rally has one big macro hurdle before $80K can hold

Cathie Wood’s Bitcoin bull thesis concedes stablecoins won the real-world payment fight

Bitcoin holders may get new eCash in 2026 fork as Satoshi coin fight raises new risks

EU sanctions push deeper into Russian crypto rails with bans on digital rouble support

Grayscale moves away from Coinbase for new ETF product – Is Wall Street building a post-Coinbase custody map?

This week Bitcoin will face major volatility across a key 48 hour period: Fed first, GDP and PCE right after

The world’s central banks finally see crypto as a real monetary threat to TradFi

Central bankers call crypto a “shadow” financial system as Binance breaks over $1 trillion trading volume

Latest “quantum computer breaks the math behind Bitcoin” headlines massively exaggerate risk

Surprisingly Bitcoin’s paper hands are not ETF buyers as 38% plunge reveals

Bitcoin eyes recovery as $3.8 billion in fresh liquidity creates a route to $150k

US Bankers push for 60 day delay to stop national stablecoin rules going live

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