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

Cabel Dioli4 weeks 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…

US-Iran ceasefire unravels yet BTC volatility index plunges – crypto positioning underestimates macro contagion

Demian Crypter4 weeks ago5 min read

US-Iran ceasefire unravels as BTC volatility index falls The US-Iran ceasefire has weakened again in late May even as Bitcoin’s implied volatility gauge has dropped, leaving…

China robot IDs surge but corporate China FX hedging at 5-year lows – tech optimism decoupled from capital flight

Dani Molton4 weeks ago5 min read

China robot IDs surge as FX hedging hits 5-year low China’s robot IDs surge has become a sharper policy signal this month as Beijing expands oversight…

Mining stocks diverge from BTC price – up 15% on AI infra tailwinds

Leo Nomist4 weeks ago5 min read

Bitcoin mining stocks diverge as AI tailwinds lift sector Bitcoin mining stocks rose sharply on Tuesday as investors continued to price in AI infrastructure demand, even…

Bitcoin rises 3% as Iran-US peace odds increase to 65%

Coinan Porter4 weeks ago5 min read

Bitcoin rises as Iran-US peace odds climb on Polymarket Bitcoin rose alongside a jump in odds for a U.S.-Iran peace deal, with the cryptocurrency reaching a…

Iran deal optimism lifts Gulf markets 5% while Bitcoin spot volume lags 40%

Demian Crypter1 month ago5 min read

Iran deal optimism lifts Gulf markets as Bitcoin spot volume lags Iran deal optimism helped lift Gulf equities in early May, while Bitcoin spot trading volume…

Positive analyst sentiment contradicts declining Ethereum gas usage – a fundamental decoupling in progress

Daisy Hodley1 month ago5 min read

Ethereum sentiment stays firm as gas use eases Ethereum’s analyst sentiment remains positive even as network gas usage has softened, underscoring a growing split between market…

DeFi TVL rises $2B as conflict fears ease – funds rotate from safe‑haven narratives

Cino Gaperi1 month ago5 min read

DeFi TVL Tops $2B as Risk Appetite Returns Decentralized finance total value locked has climbed back above the $2 billion mark in several ecosystems, a sign…

China trade deal inflates dollar. Gold OI contrasts crypto stablecoin supply

Daisy Hodley1 month ago6 min read

Dollar steadies as China trade deal lifts risk appetite The dollar held firm after U.S. and Chinese officials agreed on a framework to ease export curbs,…

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