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Vitalik’s vision post triggers no ETH alpha – narratives decouple from rate‑sensitive flows

Benito Cormi2 months ago5 min read

Vitalik’s Ethereum vision did not deliver ETH alpha as narratives decouple Vitalik Buterin’s latest Ethereum vision post did not produce an obvious ETH price reaction, even…

Galaxy CEO testifies on failed $1.2B BitGo deal

Ethan Glober2 months ago4 min read

Galaxy CEO testifies in failed $1.2B BitGo deal Galaxy Digital founder Mike Novogratz testified this week in Delaware Chancery Court in the long-running dispute over the…

Bitcoin price trades below $77K as Dow Jones hits record

Caleb Fing2 months ago6 min read

Bitcoin slips below $77K as Dow hits record Bitcoin traded below $77,000 on Saturday even as the Dow Jones Industrial Average touched a record, underscoring a…

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…

Bitcoin’s $80,000 breakout led by non-US buyers as leveraged longs unwind

Insa Monroe2 months ago8 min read

Bitcoin Stalls at $80K as Leveraged Longs Unwind Amid Geopolitical Shifts Bitcoin broke above $80,000 early in the week but has since retreated and stalled near…

Global investors pour $58B into emerging markets while crypto spot volume declines – indicates capital rotation toward traditional risk assets

Caleb Fing2 months ago6 min read

Emerging Markets Draw $58B Inflows Amid Crypto Volume Drop Global investors directed $58 billion into emerging market equities over the past year, coinciding with a sharp…

Bitcoin ETF inflows rise 15% while spot volume lags – suggests price discovery shifting away from retail participation

Gapster Innes2 months ago5 min read

Bitcoin ETF Inflows Surge Amid Lagging Spot Volumes US spot Bitcoin ETFs recorded eight straight days of net inflows totaling $2.1 billion through April 23, the…

Arthur Hayes calls for $126K yet BTC hovers above key support – a divergence between forecast and market positioning

Althea Burnett2 months ago6 min read

Hayes Targets $126K Bitcoin Amid Caution Over Current Support Levels Arthur Hayes, co-founder of BitMEX, has declared Bitcoin’s bull market officially underway, forecasting a surge to…

Stablecoin supply flat while exchange balances climb – hints at sidelined capital

Leo Nomist2 months ago6 min read

Stablecoin Supply Flatlines at $305B as Exchange Balances Hit Record Highs Stablecoin supply has stalled near $305 billion since October 2025, ending 12 months of rapid…

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