Arthur Hayes ties Bitcoin surge to weaker dollar
The thesis makes global liquidity the bridge between yen support and Bitcoin, putting the dollar-yen policy path at the center of crypto's macro outlook.
Bitcoin-specific news — protocol activity, scaling layers, and BTC-centric applications.
The thesis makes global liquidity the bridge between yen support and Bitcoin, putting the dollar-yen policy path at the center of crypto's macro outlook.
Large holders have added $1.5B in BTC since July 29 while micro wallets shrink, making supply rotation the key signal as the Coldcard exploit and Clarity Act delays unsettle smaller holders.
The announcement broadens Riot's investor story from Bitcoin mining to AI infrastructure, putting its data-center capacity at the center of the AI buildout.
The unresolved question is whether Bitcoin is forming a durable bottom or pausing before the late-year selloff seen after comparable midterm-cycle lows.
The bounty is set at 10% of recovered funds, capped at 3 BTC, while the flaw puts connected wallets and LND nodes at risk.
The five-session streak gives the shift measurable weight, while a weaker link to equities points to Bitcoin playing a more distinct role in institutional portfolios.
Schiff’s argument turns relative performance into the key test for Bitcoin’s digital-gold thesis against precious metals during macro stress.
The larger BTC reserve strengthens H100's institutional adoption case, but the equity-funded structure leaves existing shareholders facing roughly 70% dilution.
Internal address moves and proof-of-reserves preparation can mimic selling pressure without adding fresh BTC supply to the market.
The Aug. 12 CPI print is the next macro trigger: a cool reading would reinforce the dovish shift, while a hot one could revive September Fed rate-hike bets.
T. Rowe Price’s $1.9T debut tests whether active management can revive multi-asset demand after single-token ETFs drew $13.6B.
The market is measuring more than mining output: Bitdeer's AI pivot has become a second test for the equity story.
BIP-110's push to change Bitcoin's proof-of-work and replace miners now faces a direct test of miner coordination.
Renewed ETF inflows are meeting elevated leverage, making liquidity the key variable between a continued advance and a rapid futures unwind.
The disposal challenges the accumulation narrative around one of Bitcoin's most visible corporate holders.
The sale marks a shift from pure accumulation: Strategy is now liquidating Bitcoin to service preferred stock obligations, a structural cost the market will weigh against its long-term hodl thesis.
The failed fork is a live case study in distributed consensus: no regulator intervened, miners voted with hashpower, and the original chain never skipped a beat.
Miners and corporate treasuries are flooding Bitcoin's options market with calls, suppressing volatility while elevated put skew keeps downside insurance expensive.
The treasury trade that lifted BTC-tilted stocks for two years is fraying: Strategy's BTC Yield is sliding, Metaplanet sits below its coin value, and European entrants want more capital on unpriced…
A PMI reading of 55.6, rising equities and no rate hikes reinforce the risk-on backdrop behind Bitcoin's rare volatility signal.