Wintermute: ETH Not the Right Asset for This Macro
The trading desk's call lands as ETH/BTC presses 0.0275 — a multi-year low — and the firm warns that being outright long BTC requires the same kind of conviction institutional buyers have not yet…
Major crypto ecosystems — Bitcoin, Ethereum, Solana, BNB, and other emerging networks.
The trading desk's call lands as ETH/BTC presses 0.0275 — a multi-year low — and the firm warns that being outright long BTC requires the same kind of conviction institutional buyers have not yet…
Grok framed it as a convergence call rather than a single-asset bet — sovereign and corporate treasuries stacking BTC, Ripple's payment utility plus US ETF approvals unlocking institutional capital…
The pullback is a barometer, not the story: bank stress models map out an Iran-driven oil spike that could drag Bitcoin down 45% — the macro frame crypto can't shake.
Critics want answers the EF won't give: leadership changes, mandate clarity, and whether a decentralized steward can still operate with so little visibility into its own decision-making.
A wallet on the Base chain is drawing attention after logging $137,000 in profit on $TSG in a matter of hours…
Trading volumes are down roughly 75% YTD and Ledger and ConsenSys are shelving NYSE plans — meanwhile Bitcoin miners pivoting into AI compute are quietly outperforming as 'digital REITs'.
The bank's research desk frames the catch-up trade as a utility problem, not a liquidity one: without a fresh demand catalyst, ether and alts stay a beta play rather than a destination.
The buy-side target validates Strategy as a structural BTC buyer, but a single corporate vehicle now anchors a meaningful share of demand — a one-issuer bid is also a one-issuer exit.
The $30M buy at ~$79,348 lands as Strive extends a SATA-funded accumulation playbook that echoes Michael Saylor's Strategy — and lifts the firm past Hut 8, behind Riot, in the public-company BTC…
BCH led the CoinDesk 20 movers on a measured up day, a quiet bid rather than a breakout in a basket still anchored by the majors.
A cluster of mid-2024 venture darlings have collapsed to fractions of their private-mark marks — a reminder that late-stage token entry prices were pricing in growth the underlying businesses never…
The pitch lands at the same moment ADA trades sideways — and the gap between technical ambition and price action is what holders are watching.
The halving-cycle thesis has called every macro low since 2012 — but the post-ETF flow regime is a structurally different market, and that's what the October print will actually test.
It's not a tech call — Citi frames quantum vulnerability as a governance problem, and Bitcoin's ossified upgrade path is exactly the kind that breaks first.
The cryptography swap works, but cross-region native-transfer TPS fell from 4,973 to 2,997 as signatures ballooned from 110 bytes to 2.5 KB — and user transactions, not validators, are the bottleneck.
Sixteen years ago, Laszlo Hanyecz made history by spending 10,000 BTC on two pizzas — completing what is widely…
Bernstein analysts are flagging several bitcoin mining stocks as buys, anchoring the call in a simple thesis: follow…
Ripple's APAC VP frames Japan's zero-rate savings culture as the structural reason retail will rotate into XRP-based products faster than ETH ones.
A veteran builder's exit lands the same week Tom Lee frames ETH as a 2026 ETF story — the rotation narrative now has to clear the talent drain it just inherited.
On-chain analyst Sunny Mom at CryptoQuant is pointing to Bitcoin HODL Waves data as evidence that this cycle's bottom…