Sector-wide market analysis: dominance, liquidity, on-chain flows, whale activity, and exchange in/outflows.
A sitting US president publicly backing Bitcoin adoption is the rare endorsement that reframes the asset from speculative bet to strategic reserve candidate in the same sentence.
The leadership change lands while AVAX trades back near its launch-era levels, exposing how thinly staffed the treasury-pivot trade still is.
Visa's onchain dashboard puts USDC near triple USDT's share and total adjusted volume past $8.8T in H1 2026, with Standard Chartered and BNY now building around Circle's rails.
The headline is the $8.32B Q2 loss, but the more consequential read is that Strategy appears willing to sell into a weak tape to defend STRC's 12% dividend, removing the largest corporate bid from a…
1.1K $BTC (≈70.5M) moved from unknown wallet to #Coinbase.
2.3K $BTC (≈140.2M) moved from Coinbase Institutional to unknown new wallet.
100.1M $USDC (≈100.1M) moved from Galaxy Digital to unknown wallet.
1K $BTC (≈61.5M) moved from unknown wallet to #Coinbase.
2.2K $BTC (≈138.1M) moved from unknown wallet to Coinbase Institutional.
826 $BTC (≈51.8M) moved from Coinbase Institutional to unknown wallet.
1.1K $BTC (≈67.4M) moved from unknown wallet to Coinbase Institutional.
1.2K $BTC (≈76M) moved from #Coinbase to unknown wallet.
The schedule spans everything from a $757M single-line cliff to routine mid-cap emissions, with $JTO and $APT the only large-cap names in the mix.
Matt Cole argues the panic around Bitcoin treasury companies is misplaced, framing Strategy's selling as a founder-led rotation rather than a vote against the asset.
Spot selling has cooled, futures open interest is rising, and ETF outflows are drying up. The Glassnode Week 28 pulse says the structure looks resilient, with a hot-capital overlay that could shake…
CoinMarketCap's top 10 is unchanged as of 15:00 UTC on 06 Jul versus the prior snapshot — same ten tickers, same order…
Hot capital is returning alongside ETF outflows drying up, a setup that cools directional stress but seeds the conditions for a sharper move once positioning gets crowded again.
Bitmine crossed 5.74M ETH, roughly 4.8% of supply, while chairman Tom Lee frames the rally as a derivatives bet on the Clarity Act clearing Congress rather than spot demand alone.
The investor who called the 2008 housing collapse is now warning that the AI trade echoes the dot-com peak, and the risk-off vibes around him are doing the rest of the work.
Fundstrat's Tom Lee is positioning BitMine as a dedicated ETH treasury vehicle, and a single-day $73M purchase signals that thesis is moving from press release to balance sheet.
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