Hyperliquid SpaceX IPO bet tops $2T pre-filing valuation
A $2T valuation would eclipse Tesla's market cap while SpaceX holds less BTC than its EV peer — testing the 'Bitcoin proxy' thesis before the ink is dry on an S-1.
Macro events that move crypto — central bank rate decisions, inflation prints, banking stress, and global risk shifts.
A $2T valuation would eclipse Tesla's market cap while SpaceX holds less BTC than its EV peer — testing the 'Bitcoin proxy' thesis before the ink is dry on an S-1.
The pullback from a local high above $82K into the mid-$77Ks has been broad-based: spot CVD cratered, futures OI shrank, and the 25-delta skew flipped bearish — only long-term holder dominance is…
Minnesota has become the latest US state to formally open the door for traditional financial institutions to hold…
President Donald Trump is moving to withdraw a $10 billion lawsuit he had filed against the Internal Revenue Service…
CoinShares' $1.07B weekly outflow broke a six-week run — $982M from Bitcoin and $249M from Ethereum — while XRP and Solana still pulled in fresh capital despite the geopolitical bid for safety.
The May rally fully unwound in a single morning selloff, even as Strategy disclosed one of its largest weekly buys of $2B — a reminder that corporate bid can't override a market still working off…
Kraken's parent firm grew top-line revenue through the latest crypto downturn, signaling that major exchanges can still scale on volume mix and derivatives — not just bull-market spot activity.
The dollar price matters less than the cohort still sitting above it: 7.8M BTC acquired near cycle highs is the structural ceiling a sustained breakout has to absorb first.
The $1.07B weekly redemption — Bitcoin-led and U.S.-concentrated — marks the third-largest of 2026, with Iran-driven risk-off doing the work that fading Clarity Act momentum couldn't fully offset.
The warning lands as recent breakthroughs shorten the timeline to a machine capable of breaking Bitcoin's elliptic-curve cryptography — a risk Citi says is concentrated in Bitcoin and a handful of…
The reversal matters more than the size: Lee said Bitmine would slow accumulation, then loaded 71,672 ETH in a single week — and tied the bid directly to crude, not to on-chain fundamentals.
Iran has launched a Bitcoin-backed insurance service targeting shipping companies that need to transit the Strait of…
Strategy's weekly haul — the largest in months — lifts its hoard past 580,000 BTC, reinforcing the corporate-treasury bid that has become a structural floor under the market.
The $4T figure, evenly split between stablecoins and tokenized RWAs, positions DeFi protocols as the native infrastructure layer — and clears a path for protocol tokens to capture the throughput.
The bank's digital-assets team splits the forecast evenly between stablecoins and RWAs — and names established DeFi protocols with strong risk metrics as the primary beneficiaries, not the issuers.
The model's call is a structural re-rating, not a cycle-top blowoff: ETF inflows compounding, 70+ corporate treasuries, and shrinking liquid supply, with a macro-only bear case as the lone off-ramp.
A still-unverified platform would settle war-risk premiums in BTC at a strait that moves 20% of global oil and LNG, putting Bitcoin's neutral-money thesis on a collision course with OFAC, FinCEN, and…
The single-day liquidation cascade is the loudest signal, but the deeper read is crowded long positioning meeting macro shock — and a $14B options expiry sitting two weeks out that could amplify the…
Trump's 'clock is ticking' warning to Iran pushed Brent above $112 and Bitcoin to a multi-week low at $76,500 — but the real signal is the $677M liquidation cascade and a 14% Treasury-vol spike that…
If the $10B revenue target is real, Hormuz Safe would be the first state-backed attempt to anchor a working insurance market to a bitcoin settlement layer — and a test of whether the rails hold up.