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Capital B’s $15M BTC buy masks retail holders exiting for STRC dividend – supply rotation not accumulation

Cyrus Dailey1 month ago6 min read

Capital B’s $15M BTC buy masks STRC retail rotation Capital B’s latest $15 million Bitcoin purchase is drawing attention less for its size than for what…

Saylor’s impairment avoidance signals institutional preference for synthetic BTC exposure over direct holdings

Daisy Hodley1 month ago6 min read

Bitcoin impairment signals may favor synthetic BTC exposure Strategy executive chairman Michael Saylor’s comments on Bitcoin volatility and impairment management on the Coin Stories podcast have…

Goldman exits XRP – SOL ETF exposure as 30‑day volatility halves – de‑risking pre‑2026

Newt Bettec1 month ago6 min read

Goldman Sachs Exits XRP and SOL ETFs, Keeps Bitcoin Exposure Goldman Sachs exited its XRP and Solana ETF positions in the first quarter of 2026, according…

ETF outflow spike coincides with contested Bhutan sell narrative

Caleb Fing1 month ago5 min read

Bhutan Bitcoin Sell-Off Contested as ETF Outflows Jump Bitcoin exchange-traded funds posted a sharp outflow spike as a separate, contested narrative around Bhutan’s Bitcoin holdings kept…

Bhutan denies $1B sale as ETF outflows snap inflow run

Fin Boldom1 month ago6 min read

Bhutan denies $1B Bitcoin sale as Arkham flags outflows Bhutan’s state investment arm has denied selling Bitcoin even as blockchain data from Arkham Intelligence shows more…

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

Cyrus Dailey1 month 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…

Yield-driven liquidity keeps flowing despite THORChain’s $10M hack confirmation

Blair Connolly1 month ago6 min read

THORChain confirms $10M hack, but liquidity keeps flowing THORChain confirmed a roughly $10 million exploit this week and said it has launched a recovery portal for…

Analyst claims exploit but nobody noticed retail still buying RUNE post-halt

Leo Nomist1 month ago7 min read

THORChain RUNE Falls After $10M Exploit Halt THORChain halted trading on Friday after blockchain investigators said the protocol was likely hit by a suspected cross-chain exploit…

Trump’s stock buys ignore Treasury selloff. Bitcoin-linked assets diverge from rates

Cabel Dioli1 month ago6 min read

Trump stock buys add fresh risk to crypto policy debate President Donald Trump’s newly disclosed first-quarter stock purchases are intensifying scrutiny over conflicts tied to his…

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