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Equities chased AI while crypto positioning pivoted to rates-sensitive large caps

Cyrus Dailey2 months ago8 min read

AI trade lifts equities as crypto pivots to rate-sensitive large caps Overview U.S. equities are still being led by AI-linked megacaps, while crypto investors have rotated…

Taiwan tensions diverge from oil flows. Crypto positioning ignores commodity surge

Demian Crypter2 months ago6 min read

Taiwan Tensions Hit Bitcoin as Oil and Crypto Diverge Bitcoin traded below $80,000 this week as rising Taiwan-related tensions reverberated through global markets, even as crude…

Stablecoin supply flat defies spot ETF outflows, revealing hidden liquidity stress

Nathan Coben2 months ago7 min read

Stablecoin supply holds as ETF outflows deepen Spot Bitcoin ETF outflows have widened in recent weeks, but stablecoin supply has not broken lower, a sign that…

Ethereum price taps $2.3K with futures open interest lagging – decouples from leveraged positioning

Nathan Coben2 months ago6 min read

Ethereum taps $2,300 as futures open interest lags Ethereum traded around $2,300 on Friday after a run that carried the asset back above a closely watched…

Bitcoin reclaims $81K yet altcoin dominance slips – suggests capital concentrating in BTC

Bitro Conwell2 months ago8 min read

Bitcoin Holds $81K as BTC Dominance Rises Amid Altcoin Weakness Bitcoin stabilized above $81,000 on Wednesday as the world’s largest cryptocurrency tightened its grip on total…

Bank of Japan signals rate hike yet Bitcoin OI holds steady – hints at decoupling from traditional monetary policy fears

Nathan Coben2 months ago6 min read

BOJ Signals June Rate Hike as Bitcoin OI Remains Steady The Bank of Japan indicated a potential benchmark rate hike at its June 16 meeting, citing…

XRP holds near $1.46 but active addresses stagnate – suggests price stability lacking on-chain conviction

Insa Monroe2 months ago5 min read

XRP Holds at $1.46 Amid Stagnant Active Addresses XRP trades near $1.46, stabilizing within a $1.44-$1.54 range as on-chain activity metrics reveal waning participation.[1][4] Glassnode data…

ETF inflows rise but spot volume drops – indicates institutional dominance over retail

Blount Charleston2 months ago5 min read

Bitcoin ETFs Drive Inflows Amid Spot Volume Slump US spot Bitcoin exchange-traded funds absorbed $1.97 billion in net inflows during April 2026, the strongest monthly figure…

Bitcoin rises 5% yet open interest declines – suggests hedged positioning

Blair Connolly2 months ago5 min read

Bitcoin Rises 5% as Open Interest Declines Bitcoin surged 5% on Monday, climbing above $69,000 from weekend lows near $63,000, amid Middle East tensions and shifting…

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