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Bank of England signals tolerance for inflation

Cino Gaperi2 months ago6 min read

BoE inflation tolerance signals a softer policy stance Bank of England Governor Andrew Bailey said on Friday that it can be “sensible” to allow inflation to…

EU‑China trade deficit hits €1B daily while Iran tensions escalate – fiat‑crypto correlation breaks down

Edulia Coinfield2 months ago6 min read

EU-China Trade Deficit Widens as Iran Tensions Test Crypto The EU-China trade deficit has widened to nearly €360 billion a year, while escalating tensions around Iran…

Iran’s 970‑pound enriched uranium stockpile rises as Strait of Hormuz traffic tightens – geopolitical risk premium widens

Cora Skindell2 months ago6 min read

Iran uranium stockpile rises as Hormuz traffic tightens Iran’s 970-pound enriched uranium stockpile and tightening traffic through the Strait of Hormuz have sharpened the geopolitical risk…

Record $2.8B ETF outflow coincides with stagnant whale buys – a demand vacuum forms

Benito Cormi2 months ago5 min read

Bitcoin ETF Outflows Hit $2.8B as Whale Buying Stalls Bitcoin’s recent record ETF outflows and a lack of fresh whale accumulation have left the market with…

$1.3B IBIT dark pool sale contrasts with spot price resilience – ETF flow narrative decoupling

Gapster Innes2 months ago5 min read

IBIT Dark Pool Sale Tests Bitcoin, ETF Flow Narrative A $1.3 billion dark pool block in BlackRock’s iShares Bitcoin Trust (IBIT) crossed on Tuesday as U.S.…

HTX $7.6B flow data contradicts UK sanctions – cross-border liquidity defies political narrative

Ethan Glober2 months ago6 min read

HTX Denies UK Sanctions Claims as $7.6B Flows Surface HTX is facing fresh scrutiny after UK sanctions targeted a company tied to the exchange and a…

Bitcoin’s monetary premium repriced by GENIUS Act while on-chain velocity stalls – policy hype vs usage divergence

Cabel Dioli2 months ago6 min read

Bitcoin’s monetary premium gets repriced after GENIUS Act The GENIUS Act has put a new policy lens on Bitcoin’s monetary premium, but on-chain usage has not…

Nakamoto’s 67% YTD collapse reveals Bitcoin treasury model risk – yields trump narrative

Daisy Hodley2 months ago5 min read

Nakamoto’s Bitcoin treasury model under pressure after 67% drop Nakamoto’s shares are down nearly 67% year to date after a 1-for-40 reverse stock split, a move…

CME gap closure signals institutional structure maturing – retail’s favorite technical catalyst is fading

Newt Bettec2 months ago6 min read

Bitcoin CME Gap Fades as CME Moves 24/7 Bitcoin’s CME gap is losing some of its force as a short-term trading signal after CME Group moved…

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