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Morgan Stanley exec forecasts Bitcoin on bank balance sheets, ‘just not yet’ – institutional adoption narrative faces timing reality

Insa Monroe3 months ago6 min read

Morgan Stanley Exec: Bitcoin on Bank Sheets ‘Just Not Yet’ Morgan Stanley’s investment strategist forecasts Bitcoin eventually landing on bank balance sheets, but timing remains a…

Bitcoin reclaims $80K as ETF flows build, yet open interest declines – suggests hedged breakout bets

Althea Burnett3 months ago9 min read

Bitcoin Clears $80K as Institutional Flows Return, Yet Hedging Signals Caution Bitcoin crossed $80,000 for the first time since January on May 4, reclaiming a technical…

Mike Cagney’s blockchain ‘plumbing’ narrative contrasts with ambiguous ‘clean’ beauty crypto regulation

Bernard Nicolai3 months ago5 min read

Cagney’s Blockchain Plumbing Challenges Vague Crypto Rules Figure Technologies hit $1 billion in monthly loan originations in March, marking a milestone for its blockchain-based credit marketplace…

Bitcoin ETF inflows absent from data, yet Kraken buys a US derivatives exchange – signals a pivot to derivatives?

Bitro Conwell3 months ago6 min read

Kraken Acquires US Derivatives Exchange Amid Bitcoin ETF Flow Drought Kraken’s acquisition of a US derivatives exchange marks a strategic expansion into regulated futures trading, coinciding…

Crypto captures just 0.15% of finance, but NYSE’s blockchain move hints at structural change – is infrastructure outpacing use?

Newt Bettec3 months ago6 min read

Crypto Holds 0.15% of Finance as NYSE Eyes Blockchain Shift The cryptocurrency market stands at $2.7 trillion, capturing roughly 0.15% of the $1,800 trillion global financial…

Bitcoin above $78k yet ETF inflows slow – suggests divergence from price action

Nathan Coben3 months ago5 min read

Bitcoin Tops $78K Amid Slowing ETF Inflows Divergence Bitcoin price surpassed $78,000 this week, extending a rally fueled by institutional demand, yet spot ETF inflows have…

Bitcoin faces potential downside after April surge – but what does ‘surge’ imply structurally?

Gapster Innes3 months ago7 min read

Bitcoin Rally Built on Futures Positioning, Not Institutional Spot Demand Bitcoin’s 12.7% surge in April masked a fundamental disconnect: futures trading drove the entire price increase…

BTC ETF inflows slow for 3rd day, yet active addresses surge – divergence suggests retail vs institutional gap

Cyrus Dailey3 months ago6 min read

Bitcoin ETF Outflows Resume as Price Fails to Hold $80K U.S. spot Bitcoin exchange-traded funds posted their third consecutive day of net outflows, with redemptions totaling…

BTC bounces on big tech earnings – but short-term pressures suggest a decoupling from traditional risk assets

Wyatt Newson3 months ago5 min read

BTC Bounces on Big Tech Earnings Amid Decoupling Signals Bitcoin surged past $78,000 this week, tracking a rebound in risk assets after blockbuster earnings from U.S.…

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