Bitcoin Bear Market May Already Be Over, Says Grayscale
Zach Pandl pushes back on the four-year cycle thesis, arguing the floor is in if the Fed holds steady on rates, with the next real test arriving in late summer.
Institutional crypto activity — corporate treasuries, custody mandates, pension and endowment moves, and bank involvement.
Zach Pandl pushes back on the four-year cycle thesis, arguing the floor is in if the Fed holds steady on rates, with the next real test arriving in late summer.
The cost is the friction of two clearing systems that refuse to recognize each other's hedges, and it can flip direction: the same comparison produced a negative 4.77-point reading at the fifth…
The Scion Asset Management founder publicly disclosed multi-million-dollar puts against Tesla and Caterpillar in 2024, and CNBC is now flagging the trade as in the green as both stocks lag.
All-time production but zero retention: when even a low-cost vertically integrated miner dumps the entire monthly haul, the read is that the marginal cost of hashrate still doesn't pencil out at…
The UK-based $9B payments fintech becomes the first major cross-border remittance name to publicly anchor its US bank-entry strategy to the new stablecoin framework, reframing trust charters as a…
The measure bars EU persons and entities from dealing with HTX, alongside a broader new mechanism that lets the bloc target any crypto venue based in jurisdictions that repeatedly enable Russian…
The exchange joins a sanctions list now read by every EU-hosted venue: the precedent is the cost of serving Russian users, not the token-level fallout.
A potential distribution deal would let Robinhood's retail base trade Crypto.com's yes-or-no contracts, deepening the battle against Kalshi as the prediction market category consolidates around a few…
Russia's biggest bank is wiring crypto into its balance sheet under a law that legalizes broker-channel trading from Sept. 1, with licensed-intermediary rules tightening in July 2027.
The agreement is one of the largest single oil-infrastructure concessions ever handed to private capital, and gives Kuwait a template for funding capacity expansions without state debt.
Q2 correlation with the S&P 500 fell to 0.12 while the link with gold rose to 0.57, leaving Bitcoin exposed to whatever oil does to real yields before the Fed's July 29 decision.
Jensen Huang's CES-style framing of AI as universal infrastructure is now the company's standing sales pitch; the question is whether adoption curves keep pace with that ambition.
The post-2019 IPO cohort has underperformed the S&P 500 by a wide margin, a reminder that going public is no longer the value-creation catalyst it once was for issuers or buyers.
The asset manager behind the Fidelity Wise Origin Bitcoin Fund is the largest TradFi voice yet to publicly back the bill that would move spot crypto oversight from the SEC to the CFTC.
The Senate floor vote is up in the air, but Wall Street's clearinghouse is already settling tokenized securities in production, and the largest asset managers are hiring, not hedging.
FTEP is a talent-exchange pipeline that embeds private-sector engineers in US diplomatic work, formalising Bitcoin and defence-tech voices inside the foreign-policy apparatus.
The new dashboard metric says a constant 11.34% annual Bitcoin decline would push modeled coverage below 1.0x across a 5.79-year weighted credit duration, defining where restructuring enters…
Morgan Stanley and KBW are running the process for the London-based institutional venue, with a Nasdaq listing currently the preferred route as it sits on a $150M Ripple tie-up and a 24/7 multi-asset…
The new framework replaces gross BTC figures with net equivalents after preferred stock and convertible debt, giving common shareholders a clearer read of exposure.
The 34-page quarterly frames Bitcoin as testing a turn from correction to accumulation, with ETF outflows decelerating and leveraged longs quietly building underneath a firmer macro liquidity…