Bernstein: Bitcoin "Boring Cycle" Fails to Shake Long-Term Bull Case
$2.6B in spot BTC ETF outflows year-to-date look small next to $12B in combined treasury + ETF inflows, and 61% of supply has sat dormant for over a year.
Country and city adoption — BTC as legal tender, sovereign Bitcoin reserves, and big-corp first-time crypto moves.
$2.6B in spot BTC ETF outflows year-to-date look small next to $12B in combined treasury + ETF inflows, and 61% of supply has sat dormant for over a year.
A geopolitical-risk re-rate, not a fundamentals shift: $BTC caught a bid as the prospect of a US-Iran deal short-circuited the safe-haven premium that has weighed on risk assets for weeks.
President Donald Trump publicly stated there is no reason to raise interest rates, adding fresh political pressure on…
The structural constraint is energy and compute, not algorithms — a framing that puts power infrastructure at the center of the next AI build-out cycle.
The package touches every major corner of the on-chain economy — mining, staking, and small transactions all get explicit treatment, signaling tax code is finally catching up to the asset class.
The framework of venues, custodians, market makers and rules that move trillions in digital assets is being rewritten in Washington — and the CLARITY Act is the most concrete piece of that rewrite on…
Schiff's argument lands in a long-running debate over whether stablecoin issuers carry balance-sheet risk analogous to FDIC-insured banks — Dimon says yes, Schiff says no, and US policy is still…
Senator Cynthia Lummis announced that the Clarity Act has passed committee, moving the landmark crypto market-structure…
Bitcoin jumped 5% to $64,000 after President Donald Trump declared that Israeli Prime Minister Benjamin Netanyahu has…
A potential SpaceX IPO has reignited speculation that Elon Musk could become the world's first trillionaire, given the…
Elon Musk is reportedly on track to become the world's first trillionaire when SpaceX goes public, with a June 12 IPO…
Six of the top 20 crypto adoption markets have now moved against prediction platforms, and Seoul's user-level probe marks the wedge shifting from platform blocking to individual liability.
As Abra prepares for a $750M Nasdaq debut under ABRX, the CEO is staking the next phase on BTCAF, USDAF and DeFi-powered lending — and calling tokenization more consequential than the ETF debate.
A 135-USDC indicative price, 5% underwriting fee and four-day USDC window land a structured pre-IPO product on the same rails Kraken launched June 5 — and they expose a structural split with the…
The product routes private-market equity onto a public exchange rail for the first time at scale — and the xStocks 1:1 backing claim is the structural detail regulators and TradFi will press on.
Galaxy Digital joins JPMorgan in trimming 2026 odds for the crypto industry's flagship bill — not because support has collapsed, but because the Senate's usable floor days before August recess are…
The Consensys CEO frames staff exits and budget tightening as a deliberate narrowing of scope — but his real argument is structural: Ethereum's growth will come from a handful of stewards, not a…
A wall of mega-IPOs — SpaceX, OpenAI, Anthropic, Google — is sucking liquidity out of crypto on a scale that has shaved roughly 20% off $BTC in two weeks, with the drawdown now the deepest since 2022.
Three years ago, the SEC filed a sweeping lawsuit against Coinbase, alleging the exchange operated as an unregistered…
Britain's ban on retail crypto derivatives puts Hyperliquid on the wrong side of UK law, and the platform's HIP-3 push into oil, gold, and equities is exactly the overlap CME and ICE just raised with…