Bitcoin Coinbase Discount Hits Record 60-Day Streak
The unprecedented stretch points to weaker U.S. institutional demand and keeps near-term selling pressure in focus.
Bitcoin Coinbase Discount Hits Record 60-Day Streak
🩸BEARISH
Business
Institutional
Institutional crypto activity — corporate treasuries, custody mandates, pension and endowment moves, and bank involvement.
WuBlockchain
ETH: Bitmine nears 5% cap, ends accumulation phase
🔥BULLISH
ETH: Bitmine nears 5% cap, ends accumulation phase
Bitmine holds 5.7M ETH and just launched a 9.5% perpetual preferred (BMNP) to keep funding the bet, but the company now needs real demand, not buying pressure, to make the position work.
CryptoSlate
Apple retakes world's largest company crown from Nvidia
〽️NEUTRAL
Apple retakes world's largest company crown from Nvidia
The flip back to Apple from Nvidia marks a pause in the AI-trade leadership rotation, with the iPhone maker's steadier multiple doing the work this round.
WatcherGuru
SBI takes majority stake in Coinhako to expand crypto in Asia
🔥BULLISH
SBI takes majority stake in Coinhako to expand crypto in Asia
The Japanese securities group is buying its way into Singapore, Japan and on-chain yen settlement at once, the first full-stack vertical a major Asian financial group has tried to build.
CoinDesk
ETH: Abraxas Capital Withdraws 12,477 From Exchanges in 3 Hours
🔥BULLISH
ETH: Abraxas Capital Withdraws 12,477 From Exchanges in 3 Hours
The fresh $22.88M draw brings Abraxas's week-long haul to 45,996 ETH ($84.39M), a steady withdrawal cadence from Binance, Bybit, and Bitfinex that signals accumulation, not rotation.
Lookonchain
Crypto Credit Splits Into CeFi, DeFi, and RWA Risk Buckets: Report
〽️NEUTRAL
Crypto Credit Splits Into CeFi, DeFi, and RWA Risk Buckets: Report
Cointelegraph Research and 8Lends map the structural fault lines between CeFi, DeFi pools and tokenized RWA credit, where the failure mode changes depending on what backs the claim.
CoinTelegraph
TKNZ Tests Crypto Basket Demand With T. Rowe’s $1.9T Reach
🔥BULLISH
TKNZ Tests Crypto Basket Demand With T. Rowe’s $1.9T Reach
The fund will test whether active management and adviser distribution can reverse investors’ strong preference for single-asset crypto exposure.
SBI Holdings takes majority control of Singapore's Coinhako: details
🔥BULLISH
SBI Holdings takes majority control of Singapore's Coinhako: details
SBI now owns the parent of one of Singapore's regulated retail crypto venues, folding a MAS-licensed exchange into a group that already runs a domestic crypto trading unit in Japan.
Ripple Payments Europe Secures MiCA Nod in ESMA's 14-Firm Cohort
🔥BULLISH
Ripple Payments Europe Secures MiCA Nod in ESMA's 14-Firm Cohort
Adding Ripple Payments Europe and 13 others pushes the EU's licensed crypto-asset service providers to 294, the clearest signal yet that MiCA is becoming the operational baseline for institutional…
DTCC Tests Blockchain Collateral With JPMorgan, BlackRock,
🔥BULLISH
DTCC Tests Blockchain Collateral With JPMorgan, BlackRock,
The Depository Trust & Clearing Corporation picked Canton ($CC) and Ondo's rails for the first tokenized equity and treasury trades, with Chainlink oracles underneath.
Altcoin Daily
BTC selloff is leverage, not demand: BlackRock's Fink
🔥BULLISH
BTC selloff is leverage, not demand: BlackRock's Fink
BlackRock's CEO reads the flush as excess derivatives positioning, not weakening demand, with ETF flows and macro catalysts now the scoreboard traders care about.
Crypto News
HYPE drops 9% as suspected a16z wallet dumps $6.5M
🩸BEARISH
HYPE drops 9% as suspected a16z wallet dumps $6.5M
A wallet believed tied to a16z offloaded 105,400 HYPE into a 9.7% daily slide, with another 190,000 HYPE routed through exchange aggregators and still in motion.
BlackRock, JPMorgan build out ETH as Wall Street asset class
🔥BULLISH
BlackRock, JPMorgan build out ETH as Wall Street asset class
Tom Lee frames Bitmine's accumulation thesis as two converging tailwinds for Ethereum, just as BlackRock and JPMorgan quietly expand their ETH footprints alongside Bitcoin.
ETH Whales Withdraw Another 20,000 ETH From Coinbase Prime
🔥BULLISH
ETH Whales Withdraw Another 20,000 ETH From Coinbase Prime
Seven fresh wallets have stripped 89,396 ETH ($164.88M) from Coinbase Prime in three days, the kind of OTC-grade accumulation that rarely leaks from institutional desks by accident.
a16z whale dumps 437K $HYPE, token slides 12%
🩸BEARISH
a16z whale dumps 437K $HYPE, token slides 12%
An early-cycle $HYPE accumulator tied to a16z has rotated into distribution across Hyperliquid and three CEX venues, two days of selling pulling the token into a double-digit drawdown.
BTC spot ETFs add $79.15M as ETH funds shed $28M
🔥BULLISH
BTC spot ETFs add $79.15M as ETH funds shed $28M
IBIT carried the BTC bid with $33.44M of the daily haul, while spot ETH products saw a second day of redemptions led by BlackRock's ETHA.
Token Buybacks Can't Fix Weak Valuations, Ansem Warns
〽️NEUTRAL
Token Buybacks Can't Fix Weak Valuations, Ansem Warns
Ansem's read: HYPE and PUMP both repurchase tokens, but only one has held a trust premium, and the FDV gap shows it.
BofA CEO Brian Moynihan warns of AI speed and security risks
🩸BEARISH
BofA CEO Brian Moynihan warns of AI speed and security risks
Wall Street's biggest lender is the latest major-bank chief to publicly question how fast frontier models are being shipped, joining a growing chorus across US finance.
SpaceX ($SPCX) closes below IPO price for first time since listing
🩸BEARISH
SpaceX ($SPCX) closes below IPO price for first time since listing
The post-IPO unlock window has historically been unforgiving for newly public names, and a clean break below the offering price usually marks the moment sellers stop defending the line.
Bitcoin outlook brightens as JPMorgan cites Strategy's cash reserves
🔥BULLISH
Bitcoin outlook brightens as JPMorgan cites Strategy's cash reserves
The bullish read comes from two structural signals the bank tracks: Strategy's growing war chest and a steady bid in CME futures, even as spot ETF flows stay choppy.
TheBlock