$1.9B in BTC options expire Friday as ETH skew tilts bearish
BTC saw the heavier expiry at $1.9B notional, but ETH's put-call ratio above 1 signals hedgers leaning defensive into the print.
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BTC saw the heavier expiry at $1.9B notional, but ETH's put-call ratio above 1 signals hedgers leaning defensive into the print.
Roughly 10.83M BTC now sits underwater against 9.22M still in profit, and prior crossovers in 2018-19 and 2022 both landed within months of the eventual cycle low.
It took a decade of custody, regulation and rails to get there. The spot ETF cohort did not invent institutional Bitcoin adoption; it was the final stamp on a slow build.
The 71st installment of the cycle model keeps the total crypto market cap tagged below the logarithmic regression trend line, framing the rest of the year as sluggish before a possible push back to…
The dip and bounce look textbook midterm-year: a soft jobs print let the cycle-low thesis breathe, but the four-year-cycle crew still sees one more weak leg into late Q3 before any durable reversal.
The 270,000 BTC whale buy is the largest single accumulation spike on record, and it lands at a single-digit risk score, just like the November 2022 and March 2020 lows that both preceded multi-x…
TheRealPlanC walks through the on-chain and derivatives setup behind his $50K floor call, framing the level as a market stress test rather than a trigger.
The level matters because $62,000 had flipped from support into resistance over the prior week; a clean reclaim usually brings the next resistance band into focus rather than confirming a new leg…
John Doe 33's appearance turns a quiet abandoned-property claim over $200B of dormant Bitcoin into a constitutional fight about whether a holder can be erased into a numbered address entry.
The Ripple CEO argued Strategy's leveraged buy loop distracts from Bitcoin's real institutional story, which he says is now about volatility income, not price direction.
Matt Hougan frames the preferred-stock reset as a late-cycle shakeout, with a fresh BTC bull run he expects to start this fall once forced sellers clear.
CryptoQuant data shows wallets under 1 BTC sending an average of 329 BTC a day to Binance, against a 2021 peak near 2,690 BTC, a 12x drop that frames this cycle's missing retail bid.
The Tokyo-listed buyer's pace has roughly doubled its BTC stash in less than five months, making it the largest non-US corporate holder and tightening a corporate bid that the broader market is…
The pace slowed from earlier quarters, but the bid stayed consistent. With 43,000 BTC now on the books, the Japanese corporate-treasury playbook keeps compounding.
The $170M lift cements Metaplanet as the world's third-largest public BTC holder, behind only Strategy and Twenty One, while a $10.85M quarterly income-generation print proves the options-funded…
The Japanese treasury company's pace of accumulation has accelerated, not slowed: it added more BTC in Q2 than in any quarter since launch, lifting holdings past 43,000 with an average cost near JPY…
The 30-day net position change has crossed positive after a stretch of distribution, with 50K-100K BTC of demand forming even as the largest whales stay neutral and BTC sits near $60,000.
The South Korean firm sold its last 88 BTC to clear $6M of debt, a quiet exit from the corporate treasury trade it once pitched with $1B of firepower behind it.
The mid-year cycle low landed almost exactly ten times the 2018 print, and the broader 2018 pattern of February trough, May lower-high, June flush, and July relief has held for eight straight months.
STRC's ~13% recovery over the final session did the work; STRF held above $92 while STRD and STRK lagged, with bitcoin itself closing the month under $60K.