Senate CLARITY Act Loses July 4 Target, Recess Clock Ticks
The July 4 signing target slipped, and now Senate coordination has until roughly mid-August to land a market-structure bill before lawmakers leave town.
Spot and futures crypto ETFs — flows, AUM, new filings, approvals, and issuer activity.
The July 4 signing target slipped, and now Senate coordination has until roughly mid-August to land a market-structure bill before lawmakers leave town.
The bounce was real but contained: one weak payrolls print eases rate pressure, yet the backdrop that pushed ETF investors out through June takes more than a single print to reverse.
Nine straight weeks of ETF inflows and a clean breakout above $1.14 set the stage, but XRP's failure to reclaim $1.155 keeps this a breakout-test, not a confirmed uptrend.
Eight straight weeks of net selling from spot Bitcoin ETFs is now a regime, not a reaction, and the Ethereum side is matching it: an eighth consecutive week of outflows underscores how broad the…
The Thursday inflow was the headline, but eight straight losing weeks is a record streak the spot bitcoin complex has never seen, and IBIT's 11-day outflow run signals the institutional bid is still…
BlackRock's tokenized Treasury fund, JPMorgan's $3T settlement layer, and stablecoin rails from Visa and Mastercard show the industry built to disintermediate banks now runs on bank infrastructure.
The product lands the same week the SEC weighs an innovation exemption for tokenized equities, and the launch is silent on which model the new options actually trade under.
Eight consecutive weeks of net outflows is no longer a streak, it is a regime: institutional desks have stepped back from BTC exposure into a defensive posture.
CryptoQuant data shows returns per dollar of inflows have collapsed across cycles, and a fresh parabolic run now demands capital the institutional bid has yet to prove it can deliver.
Bloomberg Intelligence pegs the bill at a 60% chance of passing this month, the final window before August recess, with ethics concerns cleared and bank secrecy provisions the remaining fight.
The first register update after the EU transitional period lifts the authorized CASP count to 280, with Standard Chartered, FalconX, and Sygnum Europe all newly cleared to operate across the bloc.
A weaker-than-expected US jobs report did the Fed's hawkish trade two-thirds of a favor: BTC reclaimed $62K and ended a 10-day ETF withdrawal streak, though cumulative outflows since early May still…
The model pairs a $120K base case with a bull range to $150K, anchored on the CLARITY Act timeline, ETF inflows that have already absorbed $2.1B, and Citi's separate $143K base call.
The largest spot Bitcoin ETF issuer just printed its longest sustained outflow streak on record, with $2.24B pulled in 10 sessions. When the institutional bid goes quiet, the marginal buyer flips.
The headline number ends a 10-day, $2.73B outflow streak, but Fidelity and ARK did the lifting while BlackRock posted a $40M outflow, a configuration that reads more like tactical re-entry than…
The model anchors the entire H2 thesis to a single binary event: a Senate floor vote that Polymarket currently prices at just 42% odds of passing this year.
The split between $4 billion of ETF outflows and 270,000 BTC of whale accumulation is the same divergence that has marked past cycle bottoms, with long-term holders absorbing the supply that…
Elevated put skew across all tenors signals persistent downside hedging even as spot ETFs just ended a 10-day outflow streak, a split tape that argues against calling the rebound a confirmed bottom.
A weak June payrolls print just gave the Fed a reason to cut, and $222M back into spot BTC ETFs shows institutional buyers read it the same way the bond market did.
The fund itself is the bigger story: 861K ETH under management, 67% actively staked, and a 2.88% gross yield against a 0.15% fee that competing issuers cannot yet match without regulatory clarity on…