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Grayscale warns of rate‑sensitivity while futures OI hits $38B – macro‑gamma trap forming

Cora Skindell3 weeks ago7 min read

Grayscale Warns of Rate Sensitivity as Bitcoin Futures OI Hits $38B Grayscale has issued a conditional warning that Bitcoin faces significant rate sensitivity, noting that further…

SpaceX Nasdaq-100 inclusion hype ignores treasury auction schedule – liquidity diversion risk

Blount Charleston3 weeks ago9 min read

SpaceX Nasdaq-100 Hype Ignores Treasury Auction Schedule: Liquidity Diversion Risk SpaceX’s imminent inclusion in the Nasdaq-100 index is generating billions in passive inflows, yet market participants…

Ethereum’s oldest wallets selling into $1,500 support – long‑term holder capitulation precedes macro pivot

Cyrus Dailey3 weeks ago7 min read

Ethereum’s Oldest Wallets Sell $52.5M Into $1,500 Support as Long-Term Holders Capitulate Four dormant Ethereum wallets that received 37,602 ETH in 2018 sold 33,623 ETH on…

Grantham’s fade call misses $1B fund inflows as institutions quietly buy

Althea Burnett3 weeks ago7 min read

Grantham Fade Call Misses $1B Inflows as Institutions Quietly Buy Crypto Jeremy Grantham’s warning that the crypto market is entering a “fade” phase missed a critical…

Ripple CEO stays bullish but criticizes Saylor strategy

Ethan Glober3 weeks ago7 min read

Ripple CEO Stays Bullish on Bitcoin While Criticizing Saylor’s Strategy Ripple CEO Brad Garlinghouse publicly reaffirmed his bullish outlook on Bitcoin during a CNBC appearance on…

Bitcoin trades below $60,000 for second quarterly loss

Bernard Nicolai3 weeks ago7 min read

Bitcoin Falls Below $60,000, On Track for Rare Second Quarterly Loss Bitcoin slipped below the critical $60,000 threshold over the weekend, trading around $59,940 as persistent…

Kraken eyes 15% stake in Aave at $385 million valuation

Demian Crypter3 weeks ago7 min read

Kraken Eyes 15% Stake in Aave at $385M Valuation Amid Talks Crypto exchange Kraken is in advanced discussions to acquire a 15% equity stake in Aave…

Ethereum treasury buy fails to offset $19.7M whale short – conviction breaks at $1.5K

Nathan Coben3 weeks ago7 min read

Whale Short of $19.7M Breaks ETH Conviction at $1.5K A well-known Ethereum whale has reopened a massive $19.72 million short position with 20x leverage, signaling a…

Securitize’s $400M raise reveals institutions betting where retail is not

Owen Patter3 weeks ago7 min read

Securitize $400M Raise Signals Institutions Betting Where Retail Is Not Securitize’s planned $400 million raise ahead of its public debut reveals institutions betting where retail is…

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