JPMorgan: ETH, Altcoins Need Network Boom to Catch Bitcoin
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.
Macro events that move crypto — central bank rate decisions, inflation prints, banking stress, and global risk shifts.
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.
More than $30 million has been spent on the Kentucky Republican primary between incumbent Rep. Thomas Massie and…
Japan is the third-largest economy and crypto-untapped at retail scale — an ETF-approved vehicle lets the FSA route pension and household capital into $BTC without rebuilding broker rails.
Iran's army warned of fresh escalation if US strikes resume, hours after Trump paused a planned attack — Bitcoin is pinned in the mid-$76Ks and ETF outflows are approaching $1B on top of hawkish BoJ…
The bill's headline digital-asset market structure looks set to clear, but the DeFi provisions were rewritten hours before the vote — and the industry is still parsing what that means.
The $5 bump understates the move: TD Cowen now models 100K BTC bought this quarter and a $1.5B convertible repurchase at an 8% discount, framing MSTR's financing model as validated.
The program replaces SWIFT and bank-backed claims processing in a single move — a sovereign settlement rail whose $10B revenue target and sanctions-evasion design put it in a categorically different…
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.
Sixteen years ago, Laszlo Hanyecz made history by spending 10,000 BTC on two pizzas — completing what is widely…
The move combines four cross-asset pressures — 10-year yields at a year high, a record Japanese 30-year print, Iran-linked oil spikes, and one of the largest spot BTC ETF outflow days on record —…
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.
The 'Hormuz Safe' service reportedly lets shipping companies transit the strait with Bitcoin-denominated coverage — and Iran says it could pull $10B in revenue from the program.
The headline figure is a 9.6% month-over-month drop and the weakest reading since October 2024, but the deceleration in the slide itself is the cleaner signal for positioning.
AI Financial, the treasury firm associated with World Liberty Financial (WLFI) — the crypto project backed by the Trump…
A 9,000-kiosk operator is winding down, $20M+ in legal judgments sit on the books, and roughly 4 in 5 global Bitcoin ATMs sit inside a US regulatory perimeter that is actively tightening.
The bill reframes the US digital-asset debate as a binary: programmable government money versus permissionless settlement rails like the XRP Ledger.
Wall Street plumbing is moving onchain: DTCC goes live in July, NYSE and Nasdaq are building settlement rails, and a $1.43B tokenized RWA market just printed 26% monthly growth.
One in ten Americans used or invested in cryptocurrency in 2025, according to a new Federal Reserve report — the…
NVIDIA CEO Jensen Huang issued a blunt warning to the global workforce: adopt AI or be displaced by a colleague who…