BTC Holds $80K as Iran-Hormuz Shock Lifts 10Y Yield to 4.44%
The macro setup that breaks Bitcoin's hard-money thesis isn't war itself — it's the bond market refusing to give the Fed room to cut, with $671B of new Treasury supply queued behind it.
Macro events that move crypto — central bank rate decisions, inflation prints, banking stress, and global risk shifts.
The macro setup that breaks Bitcoin's hard-money thesis isn't war itself — it's the bond market refusing to give the Fed room to cut, with $671B of new Treasury supply queued behind it.
BTC just broke $81K for the first time since January — the same week oil held above $100 and US consumer inflation expectations surged, a combination that historically hammered crypto.
The bank already issues its own spot Bitcoin ETP — now the strategy head is publicly framing BTC as a standard sleeve inside diversified portfolios, a posture that pulls wirehouse advisors toward the…
Saylor frames Bitcoin as the absorbing asset for private-credit liquidity now searching for a home — the same supply-shock thesis he has been running on since the first Strategy buy.
Back frames sovereign accumulation as the same arc as encryption and the internet — early adopters prove the tech, then states arrive. The read matters for how holders price political endorsement.
Tokyo's listing review and Moscow's first dedicated crypto tax code land the same week, while Colombia's largest pension fund opens a Bitcoin book via BlackRock's IBIT.
A 9-day ETF inflow streak snapped with $313M in outflows, Strategy kept buying — but a heavy macro week has the market leaning defensive into the Fed.
The Fed's fourth consecutive hold triggered $537M in liquidations as Bitcoin dropped below $76K and Ethereum fell 3.7%, with the Fear & Greed Index slipping to 29.
A reported $55.5 billion takeover bid by GameStop for eBay has drawn attention to the retailer's recently disclosed…
Circle and Coinbase led a broad rally in crypto-linked equities as the Clarity Act moved forward in Washington, with…
The Depository Trust & Clearing Corporation moves tokenized equities, ETFs and Treasuries onto existing market plumbing — a quiet but structural step toward making blockchain rails the back office of…
Chris Perkins argues the $2.7T crypto market has already proven it can grow and attract institutional capital without a federal framework — even as Senate delays push the bill's path further.
Amy Oldenburg's allocation guidance is the headline, but her caveat on bank balance-sheet adoption is the second-order read: Basel, Fed rules, and jurisdictional friction keep the timeline longer…
The Strategy chairman frames the next leg as a liquidity story: even a small slice of the $3.5T private credit market reallocating into digital credit could overwhelm available BTC supply.
A growing body of analysis suggests Bitcoin miners are on a trajectory to generate more revenue from AI-related…
The cypherpunk and Blockstream CEO argues sovereign accumulation mirrors the trajectory of the internet and encryption — early adopters give way to state-level adoption once a technology wins.
Four stories moving at once — Japan opens the door to crypto ETFs, Russia moves to tax, 130+ countries push CBDCs, and OFAC flags sanctions exposure for the rest of the industry.
The BitMEX co-founder is not reading the macro pivot as a one-off — he ties the liquidity bottom to a structural credit expansion that, in his view, overwhelms the AI-displacement narrative.
The proposal in Canada's Spring Economic Update 2026 would end a 13-year retail on-ramp the country invented in 2013 — and signals how Ottawa plans to treat any low-friction crypto product that…
The carry trade is the bridge between Tokyo's FX desk and a $78,000 Bitcoin — every $250B+ of yen-funded leverage is a built-in liquidation queue waiting on a sudden yen squeeze.