Sector-wide market analysis: dominance, liquidity, on-chain flows, whale activity, and exchange in/outflows.
The SkyBridge founder frames the call as cycle-mechanics, not vibes: RSI at an all-time low, retail apathy, and a $BTC market cap roughly the size of Micron where thin demand moves price.
250M $USDC (250M USD) has been minted at the USDC Treasury.
250M $USDC (250.1M USD) has been minted at the USDC Treasury.
The STRC preferred breaking below par is the first hard vote of no confidence in the dividend runway, and it lands just as the ATM-issuance engine that funds the Bitcoin bid is running hotter.
Spot ETFs bleed billions while BlackRock, JPMorgan, Morgan Stanley and peers push tokenization deeper into equities, cash and ETFs, a split Edelman says is the bigger trade.
The technology works in pilots; the gap is everything around it. Books and records, compliance workflows, and 24/7 risk management have barely been touched, and a billion dollars is nothing to…
The JPMorgan CEO's rare straight-up bullish call on equity markets carries weight because his tone has historically tilted risk-off, framing the rally as a wave worth riding rather than fading.
STRC and SATA absorbed roughly $1.1B in a single session; Strive says the depth of that trading, not the drawdown, is the proof point for a maturing asset class still chasing a $300T credit market.
The signal is built from the top 250 altcoins ex-stablecoins, so the read is a basket call rather than a single-coin verdict, and the current print sits well inside Altcoin Season territory.
Matthew Sheffield argues traditional valuation frameworks miss what ETH is becoming, and the gap between price and fair value is wider than most institutional models admit.
999 $BTC (≈64.7M) moved from #Coinbase to unknown wallet.
101.7M $USDT (≈101.5M) moved from #Bitfinex to Tether Treasury.
927 $BTC (≈59.8M) moved from unknown wallet to #Coinbase.
A widely followed cycle analyst frames two downside zones based on prior retracement bands, arguing future drawdowns will be shallower than the 20K-plus drops of past bull cycles.
Polymarket prices Burnham at 97% after Starmer steps down, but the more important read is who inherits a crypto regime already legislated through 2027 and the FCA rulebook now in consultation.
The post-QT setup, PMI rolling into expansion, and oil rolling over all line up the way they did when the internet rewired the economy. The 1995 analog only works if crypto's bull run finally arrives.
205.3M $USDC (≈205.4M) moved from Coinbase Institutional to #Coinbase.
949 $BTC (≈61.8M) moved from Coinbase Institutional to unknown new wallet.
Brent under $80 took one leg of macro risk off the table, yet BTC still needs falling yields, positive ETF flows, and a risk-on tape before the move from safe-haven trade to bull trend confirms.
MARA, Strategy and Bitmine kept stacking last week even as on-chain trading volumes slid, the kind of divergence that turns a quiet tape into a structural accumulation signal.
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