Analysis
Hong Kong eyes 10,000 BTC investment for Asia’s first regulated Bitcoin capital pool
Hong Kong is trying to move Asian Bitcoin capital out of the US ETF shadow and into a regulated market structure it can control.
ETFs
Latest stories
ETF
Wall Street moves beyond the Bitcoin ETF trade as XRP leads altcoins on fragile macro relief
XRP topped $55.39 million while Solana hit $35.17 million, yet Litecoin was the only crypto product with no flows.
ETF
US Bitcoin ETFs pull in $664M in largest daily inflow since January, because Iran reopened Hormuz for a few hours
The Strait of Hormuz reopening eased energy shock fears and triggered institutional rotation into Bitcoin exposure.
Analysis
Over 80% of Bitcoin ETF assets hit Coinbase custody choke point with $74B at risk
More than four-fifths of U.S. Bitcoin ETF assets are tied to Coinbase in some custody role. Morgan Stanley's new trust shows Wall Street is still routing crypto exposure through the same gatekeeper.
Analysis
Bitcoin weekend liquidity has vanished even as BTC leads out of hours markets because institutions dominate weekdays
ETF-era Bitcoin is deeper on weekdays and thinner on weekends, leaving smaller traders more exposed when volatility hits.
Analysis
The next Bitcoin shock could be where Wall Street finally loses faith and starts selling
The biggest surprise of Bitcoin’s drawdown wasn't the volatility of the move, but the steadiness of the new generation of institutional investors that are now holding it.
Analysis
Bitcoin’s rebound gains traction as Wall Street money returns and buyers step back in
Bitcoin pushed back above $75,000 as the market’s March rebound picked up fresh support from ETF-era staple demand drivers.
Analysis
$19B could “vanish” from Bitcoin ETFs without a single Bitcoin being sold
Bitcoin ETF outflows might look scary in dollars, but the story changes fast when you measure them in BTC.
Analysis
After five weeks of selling, big money is buying Bitcoin again
US-based crypto products have bled for five straight weeks, while Europe and Canada have kept adding through regulated wrappers.
Market
Bitcoin on track for 5th straight monthly loss as ETF outflows put $58,000 in sight
Wall Street now controls 55% of Bitcoin trading — and $58,000 is the level everyone should be watching.
ETF
Bitcoin faces a liquidity trap as spot ETF flows go flat
Outflows at least tell you who is leaving. Flat flows tell you nothing while removing the bid that used to catch the dip.
TradFi
Election betting ETFs are quietly turning politics into a liquidity trap for brokerage investors
The new ETF category would make ‘political risk’ tradable on the same rails as Bitcoin ETFs.
