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His argument hinges on roughly $1.5T in AI-related debt matching the rise in M2 since 2022, with the BIS, Apollo, and Gromen converging on the same diagnosis.
The bottom-call is a Grayscale research note, not a chart pattern: BTC's valuation is back below a multi-year average while two macro risks, sticky inflation and policy backsliding, remain unresolved.
The pace of escrow unlocks could leave 32.74 billion XRP locked until the mid-2030s, a timeline critics say slows supply transparency and the case for XRP as hard money.
1K $BTC (≈61.2M) moved from unknown wallet to #Coinbase.
1.2K $BTC (≈71.5M) moved from Coinbase Institutional to unknown new wallet.
1.3K $BTC (≈80.7M) moved from unknown wallet to Coinbase Institutional.
850 $BTC (≈52.1M) moved from #OKEX to #Binance.
Only the second breach in the model's history, and the first with bitcoin inside a $1.25T institutional market, has split analysts over whether the chart is dead or bitcoin is deeply mispriced.
Stablecoins have outgrown a $300B supply, but only about a tenth of US bank assets sit at community lenders, the structural point the deposit-drain argument keeps dodging in the Clarity Act debate.
A $3,500 target by 2030 puts the bank in the bullish corner of DeFi, but the real driver is a $2.7T thesis that tokenized RWAs and stablecoins rewire credit markets.
Rolling one-year notional flows just turned negative for the first time in 19 months, and ETP holdings are down 8% from peak. The shape, not the size, is what institutional desks will read.
JPYSC sidesteps the 1M yen cap that defined Japan's first generation of regulated stablecoins, and the trust-bank reserve structure puts it closer to US and European bank-issued stablecoin models…
All three stores-of-value trades are selling off in lockstep as markets price in two Fed rate hikes by March 2027, ending the dominant 2025 narrative that deficits would keep eroding fiat purchasing…
Markus Thielen frames the call around a hawkish Fed under new Chair Kevin Warsh and a strengthening dollar, with a late-August-to-October bottom window guided by global liquidity, the macro calendar…
Spot volumes softened to a nine-month low in May while RWA perpetual futures printed a fresh all-time high, a split that says more about where the bid is rotating than the index's muted daily move.
The House Financial Services Committee hands the market a new date, yet a 60-vote cloture hurdle and at least five uncommitted Democrats keep the path to President Trump's desk genuinely uncertain.
The structure matters more than the ticker: JPYSC is the first yen stablecoin issued under Japan's trust framework, with SBI VC Trade distributing and Startale co-developing the rails.
CZ wants U.S. traders to tap Binance's offshore order books, an arrangement that would lower slippage and fees but tests the firewall regulators have policed since the 2023 settlement.
825 $BTC (≈51.5M) moved from Coinbase Institutional to unknown wallet.
107.1M $USDT (≈107M) moved from #Bitfinex to Tether Treasury.
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