BTC Faces Test as Japan 30-Year Yield High Hits Risk Assets
A 2.85% 10-year JGB yield is dragging U.S. Treasuries back toward 4.5%, lifting the opportunity cost of holding BTC at the moment Fed cut bets had revived risk appetite.
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A 2.85% 10-year JGB yield is dragging U.S. Treasuries back toward 4.5%, lifting the opportunity cost of holding BTC at the moment Fed cut bets had revived risk appetite.
Strategy's first major BTC sale since 2020 met a muted market, while a $12K HyperSwap airdrop scam and a $20M BONK treasury exploit marked a sharp day for DeFi security.
Tether returns the largest stablecoin to its original 2014 home, this time over client-validated RGB rails rather than Omni, with UTEXO targeting a July go-live and Lightning in the wings.
The single-day bounce is the second green session in three and the biggest inflow in over a month, but it has not yet broken the eight-week streak of net weekly outflows.
Head of research Zach Pandl frames the shift as a structural de-risking for the largest corporate BTC holder, with a more durable price floor as the read for Bitcoin itself.
TRUMP's near-1M-strong bagholder cohort is the supply side; ANSEM's 120K-holder, 95% profitable base is the demand side, and right now demand is winning the market-cap race.
BlackRock's IBIT took the lion's share of a $266M net inflow day across US spot Bitcoin ETFs, while Ethereum ETFs added a quieter $29M led by ETHA.
A ninth straight week of net spot ETF inflows keeps institutional demand underneath the tape, but muted volume keeps the rebound from confirming above $1.15.
The market absorbed the largest Strategy sale since it dropped its never-sell stance, but CME futures open interest just hit a 32-month low and downside options skew ranks fourth-highest on record,…
The index inclusion is procedural, but the optics are not: $BTC on Musk's corporate balance sheet now sits inside a benchmark that index funds and pensions are mandated to hold.
Saylor's first-ever on-chain sale of $216M did almost nothing to a market busy digesting Trump's open pivot back to the industry ahead of midterms and a record $1.79T stablecoin month.
2.3K $BTC (≈143.7M) moved from unknown wallet to #OKEX.
The Wall Street research shop held its $150K year-end target and said capital flows still need to show signs of life before a true cycle bottom can be confirmed.
190.7M $USDC (≈190.7M) moved from Unknown Whale 1 to #Aave.
The fight over which agency runs the reserve matters more than the reserve itself: without a clear legal home, the policy sits in limbo and Treasury's audit-only framing could box out any future…
190.7M $USDC (≈190.7M) moved from #Aave to Unknown Whale 1.
150M $USDC (≈150M) moved from unknown wallet to #Ethena.
250M $USDC (250M USD) has been minted at the USDC Treasury.
Analysts see the move trimming the single biggest overhang on $BTC's drawdown path, but the market has watched this trade get repriced twice already.
1K $BTC (≈66.1M) moved from #Kraken to unknown wallet.