Key Takeaways: Blackrock’s European IB1T ETP crossed $1.1 billion AUM with 14,200 BTC as of May 4, 2026. IB1T launched in March 2025 and is listed on Euronext Amsterdam among other European exchanges. The milestone confirms institutional bitcoin demand is now a transatlantic trend, not just U.S.-centric. IB1T Joins IBIT as a Flagship Product According …
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Key Takeaways: $150 million in crypto shorts were liquidated in 60 minutes as bitcoin crossed $80,039. Binance futures showed a 62.8% short ratio before the breakout, one of the most lopsided setups in months. Sustained ETF inflows and institutional absorption make a pullback below $80K structurally harder to sustain. A Market Built for Pain The …
Continue reading “$150 Million in Crypto Shorts Liquidated in 60 Minutes as Bitcoin Clears $80,000”
Key Takeaways: Bitcoin hit $80,039, breaking above key resistance for the first time in weeks. Capriole data shows institutions absorbing 500%+ of daily mined BTC, pointing to a $96K target. With 62.8% of Binance BTC futures still short, a sustained hold could squeeze prices toward $85K. A Heavily Shorted Market Finally Breaks The breakout ended …
Key Takeaways: On May 2, China’s MOFCOM invoked the Blocking Statute against U.S. OFAC sanctions on 5 local oil refiners. SMU’s Henry Gao notes this 1st use of the statute since 2021 forces global companies to pick between markets. Next, Chinese firms can sue for losses from these sanctions, as Beijing might prepare countermeasures. China’s …
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Key Takeaways: Kevin Warsh cleared a 13-11 Senate Banking Committee vote on April 29, replacing Powell as Fed Chair in May 2026. Polymarket traders priced a 96% chance the Fed holds rates steady at the June 17 FOMC meeting. Warsh signals rate cuts tied to AI productivity gains, but inflation at 3.3% may limit his …
Continue reading “Despite Warsh Replacing Powell at the Fed, Traders See No Rate Cut Coming in June”
Key Takeaways: Grayscale identified Ethereum, Solana, Canton, Avalanche, BNB Chain, and Chainlink as key beneficiaries of tokenization growth. Tokenized assets reached about $30 billion, expanding 217% year-over-year, led by Treasuries and commodities. Future adoption may boost blockchain fees, liquidity, and developers, with institutions leading early and open networks scaling later. Grayscale Names Blockchain Protocols Positioned …
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Key Takeaways: Onchain data shows 793 BTC spent May 1-3, 2026, with 56 of 62 outputs originating from 2016 wallets. A single 110 BTC output created in June 2011 moved on May 1, signaling decade-old holders are still active. Activity spiked sharply on May 3 as bitcoin traded near $79,000, with 50 of 62 total …
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Key Takeaways: Fairshake and Leading the Future have deployed over $100 million to influence the 2026 midterm election outcomes. A Politico poll found 45% of Americans view crypto as too risky, potentially hurting industry-backed candidates. Lobbyists for OpenAI and Ripple seek a federal framework by 2027 to preempt a patchwork of state-level AI laws. Politico …
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This editorial is from last week’s edition of the newsletter Week in Review. Subscribe to the newsletter to get this weekly editorial the second it’s finished. The newsletter also includes the biggest stories of the week with a comment on each story. Key Takeaways: Tether froze record USDT as U.S. seized $500M from Iran, putting …
Continue reading “A ‘Generational Play’ Arises Amid Economic Fury – Week In Review”
Bitcoin (BTC) eyed $79,000 into Sunday’s weekly close as crypto markets continued to be guided by the US-Iran war. Key points: Bitcoin circles a key weekly level into the weekly close, with the highest close in several months on the table. Analysis sees the mid-$80,000 zone and higher coming back into play. Liquidity grabs form …
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Key Takeaways: Strategy paused bitcoin purchases after its latest disclosed $255 million BTC acquisition. Investors shifted focus toward MSTR’s leverage, reserves, volatility, and bitcoin exposure. Traders will keep watching Saylor’s orange-dot posts for the next buy signal. Strategy Pause Shifts Focus Toward Bitcoin Exposure Strategy Inc. (Nasdaq: MSTR) paused bitcoin purchases this week, interrupting a …
Continue reading “Strategy Skips Weekly Bitcoin Buy After 108 Total Purchases, 818,334 BTC Holdings”
Key Takeaways: Bitcoin difficulty fell 2.3% on May 1, marking 6 cuts in 2026 as hashrate dipped below 1 ZH/s. Over the last seven days, Foundry USA mined 31.51% of 987 blocks, and with Antpool and ViaBTC combined, it pushes the three pools’ share to 58.35%. Hashprice rose to $37.52/PH/s as block times hit 10:28, …
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Key Takeaways: Stablecoin market hits $321.759B after $1.08B inflows, signaling continued sector expansion. Tether ( USDT) holds 58.90% share near $200B, while Circle’s USDC grows 0.61% to $78.296B. Sky’s USDS jumps 6.08% as capital rotates, suggesting shifting preferences may reshape rankings. Stablecoins Add $1B in Inflows as Market Cap Climbs Defillama.com stats show the sector …
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Crypto and AI industry groups are pumping tens of millions of dollars into the 2026 midterm elections, but a new poll shows most Americans don’t trust either industry. 45% of Americans say investing in cryptocurrency is not worth the risk and 44% say AI is developing too fast, according to an April survey by Public …
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New York Attorney General Letitia James has secured more than $5 million from cryptocurrency platform Uphold over its role in promoting a fraudulent investment product. The settlement centers around Uphold’s promotion of CredEarn, a product offered by Cred, LLC and its CEO Daniel Schatt. Between January 2019 and October 2020, the platform marketed CredEarn to …
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