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Crypto’s regulatory tailwinds are overstated. Hidden positioning shows rate sensitivity

Althea Burnett2 months ago8 min read

Crypto regulatory tailwinds lose force as rates stay in focus Crypto’s regulatory tailwinds are proving less potent for prices than many investors hoped, as markets increasingly…

Iran oil halt reshapes inflation. Fed’s outlook is now more hawkish

Wyatt Newson2 months ago6 min read

Iran oil halt sharpens inflation, hawks Fed outlook The Iran oil halt is feeding a fresh inflation pulse in global markets, with Brent crude having surged…

Bullish Q1 revenue misses estimates as crypto spot trading volume drops 40%

Benito Cormi2 months ago6 min read

Bullish Q1 Revenue Misses as Crypto Trading Volumes Collapse Bullish reported first-quarter adjusted revenue of $92.8 million, falling short of analyst expectations of $94.9 million, marking…

Bitcoin holds below $81K while Trump-Xi talks loom – suggests geopolitical risk hedging amid price consolidation

Newt Bettec2 months ago5 min read

Bitcoin Holds Below $81K Ahead of Trump-Xi Talks Bitcoin traded below $81,000 on Wednesday as markets awaited U.S.-China discussions between President Donald Trump and Xi Jinping,…

CPI comes hot but crypto shrugs – signals inflation expectations decoupling from asset volatility positioning

Demian Crypter2 months ago5 min read

CPI Hotter Than Expected, Yet Crypto Holds Steady U.S. consumer prices rose 3.8% year-over-year in April 2026, topping forecasts and marking the highest reading since May…

XRP holds near $1.46 but active addresses stagnate – suggests price stability lacking on-chain conviction

Insa Monroe2 months ago5 min read

XRP Holds at $1.46 Amid Stagnant Active Addresses XRP trades near $1.46, stabilizing within a $1.44-$1.54 range as on-chain activity metrics reveal waning participation.[1][4] Glassnode data…

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…

S&P 500 target raised to 8,250 amid melt-up while Bitcoin dominance holds – indicates traditional market euphoria not spilling into crypto

Caleb Fing2 months ago7 min read

S&P 500 Rally Stalls at Bitcoin’s Gate as Equity Euphoria Bypasses Crypto Equity markets are experiencing what strategists call an “earnings-led meltup,” with the S&P 500…

Solana spot ETFs see $39.2M in weekly inflows, but open interest on derivatives lags – suggests spot-driven capital, not leveraged bets

Cino Gaperi2 months ago5 min read

Solana Spot ETFs Draw $39M Inflows Amid Lagging Derivatives OI Solana spot exchange-traded funds attracted $39.2 million in net inflows over the past week, signaling sustained…

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