Bitcoin ETFs absorb 38% drawdown without major outflows
Spot Bitcoin ETF holders absorbed a $1.32B March inflow reversal and $2.42B in April additions while Bitcoin fell to $78K, and the 99.5% retention rate on a 20% drop points to a structurally…
Macro events that move crypto — central bank rate decisions, inflation prints, banking stress, and global risk shifts.
Spot Bitcoin ETF holders absorbed a $1.32B March inflow reversal and $2.42B in April additions while Bitcoin fell to $78K, and the 99.5% retention rate on a 20% drop points to a structurally…
The $404K Maduro contract trade is the proof-of-concept the CFTC needed to assert that event contracts sit inside its antifraud perimeter — the first Eddie Murphy Rule case of its kind.
The CFTC has filed suit against New York, marking the fourth state the agency has sued in just three weeks in an…
Brazilian Finance Minister Dario Durigan announced a sweeping ban on 28 betting platforms operating in the country…
The US government has sanctioned a network of Iran-linked crypto wallets, including addresses holding $344 million in…
The Department of Justice has dropped its criminal investigation into Federal Reserve Chair Jerome Powell, removing a…
Tennessee has become the latest US state to ban crypto ATMs statewide, joining Indiana in a growing wave of state-level…
Wisconsin's Department of Justice has filed suit against five major trading and prediction-market platforms — Kalshi…
Republican leaders reached out directly to Commerce Secretary Howard Lutnick after a crypto super PAC — seeded by his…
The reclaim is technically bullish but historically reads as a bear-market relief bounce — the same setup that preceded Q3-Q4 2022's dead-cat rallies before ETH bottomed.
The Relative Unrealized Loss gauge puts SOL holders 54.8% below cost basis and XRP holders down 31.8% — a far heavier drawdown than the 11.9% sitting on BTC, a sign the top is concentrated in…
The instrument measures expected 30-day S&P 500 volatility — and its arrival on Glassnode hands crypto-native desks a direct read on the macro fear pulse equities keep sending Bitcoin.
The 30-day SMA of relative LTH unrealized loss is far from the ~70% threshold past cycles have resolved at — historically, that gap has closed only after deeper drawdowns.
Realized profit is hitting $20M/hour into thin $70K–$80K liquidity — the same exhaustion pattern that has capped every bounce since February.
The index shift from fear to neutral — the first in nearly a year — confirms that January's capitulation is fully behind the market, with BTC now trading above those lows.
The move came alongside a Trump-brokered Iran ceasefire extension and over $289M in 12-hour liquidations, with ETH reclaiming $2,391 and altcoin breadth firmer across the board.
The first neutral Fear & Greed reading in months lines up with a fresh Nasdaq ATH and a Bitcoin that refuses to break below $78K — risk appetite is thawing across both books.
The flows are the structural story — five straight sessions of net inflows came in even as the Fear & Greed index still reads 33, a divergence that historically resolves with the flows, not the index.
The pullback is shallow relative to last week's move and the index just cleared 21 days of extreme fear, suggesting the bid is thawing even as a fresh geopolitical risk hits crypto.
Bitcoin positioning data shows longs outpacing shorts by a ratio exceeding 3-to-1, a skew that points to broadly…