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ETF outflows at $4B/month yet treasury market volatility collapses – hedging demand mispriced

Insa Monroe2 weeks ago9 min read

Bitcoin ETFs $4B Outflows Amid Treasury Volatility Collapse, Hedging Mispriced U.S.-listed Bitcoin exchange-traded funds (ETFs) are on pace for their worst month of withdrawals since launching,…

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

Blount Charleston2 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…

50,000 BTC moves at loss indicating capitulation risk

Gapster Innes2 weeks ago7 min read

Bitcoin Capitulation Risk Rises as 50,000 BTC Moved to Exchanges at Loss Fresh on-chain data reveals that nearly 50,000 Bitcoin (BTC) were transferred to exchange addresses…

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

Althea Burnett2 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…

Wallet hacks trigger institutional accumulation – exchange inflows lag outflows 3:1

Wyatt Newson2 weeks ago7 min read

Bitcoin Exchange Outflow Surges: Hacks and ETFs Drive 3:1 Accumulation Gap Bitcoin experienced a record-breaking $1.68 billion net outflow from centralized exchanges this week, marking one…

Ripple CEO stays bullish but criticizes Saylor strategy

Ethan Glober2 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…

Fidelity rebuts Bitcoin security decline claim post-halving

Cabel Dioli2 weeks ago6 min read

Fidelity Rebuts Bitcoin Security Decline Claim Post-Halving On June 28, 2026, Fidelity Digital Assets released a research report directly challenging the prevailing market belief that Bitcoin’s…

Bitcoin trades below $60,000 for second quarterly loss

Bernard Nicolai2 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…

Grayscale to sell $3B Bitcoin for cash obligations

Bitro Conwell2 weeks ago6 min read

Grayscale Research Head Zach Pandl Urges $3B Bitcoin Sale for Cash Obligations Grayscale Head of Research Zach Pandl has publicly recommended that Strategy (formerly MicroStrategy) sell…

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