Crypto Macro Insights

Pair valuation with holder and flow data, and treat metric catalogs as inputs rather than signals.

• Valuation context: MVRV shows how far price sits...

A 61-day discount on Coinbase is a useful flag, since a prolonged discount generally points to weaker demand from U.S. buyers. But it cannot settle...

Hyperliquid whale accounts have pushed their Bitcoin shorts to the highest level since October 2025, with roughly $892–924 million short against...

Bitcoin is set to close its fifth straight losing week, but only two streaks this long have occurred since 2017, and they went in opposite...

• Steady buying: Lookonchain reports whale 0xC374 bought 308,517 UNI (about $2.13M) in its latest purchase, and about 1.32M UNI over 45 days.
• Not...

• The calendar shows when the market may stop behaving normally, not where price is going.
• Price reacts to the gap between a release and...

U.S. stocks ended a turbulent week in the red, rattled by a sharp technology sell-off, the midterm election results, and growing concerns over AI...

The rebound from the $75.6k low reads more like a short-term reaction than a confirmed bottom. Liquidations hit about $731M over November 4 and 5, and...

Bitcoin ETFs lost $1.28 billion from November 2 to 6, and Ether ETFs lost about $365 million. A combined $1.65 billion figure has no specified time...

The author's headline claim is that over trader-relevant horizons, Layer 1 token performance is essentially driven by Bitcoin's beta, based on a...

Lightning was designed to get around the fee problem, but the adoption data suggests micro-payment use is narrower than that promise:

• Payment count...

The author argues these indicators show the bear low is in, saying they "accurately called significant lows in the past year". The evidence shown is...

Russia is opening a regulated retail channel for three assets while closing the alternatives.

• Access: Exchanges can offer BTC, ETH and USDT to...

Riot's pivot is making it a regular seller of Bitcoin rather than a long-term holder, with sales funding its data-center build.

• Reserves shrank...

Ethereum co-founder Vitalik Buterin has urged crypto executives to shift from competing with each other toward collective security and survival,...

Barclays' Alexander Altmann is skeptical that the U.S. stock rebound will last, and he cites the ongoing crypto slump among his signals. Crypto's...

The article argues Ethereum could expand beyond trading, though these outcomes are possibilities, not guarantees.

• Tokenization: BlackRock's BUIDL...

The article argues Bitcoin's valuation depends mainly on liquidity cycles, real rates, and risk appetite, not on the "digital gold" story. A practical...

Democrats winning both chambers moves the fight over crypto rules into committees. Warren is expected to chair Senate Banking in January, and CLARITY...

Binance says it has bought back about 95% of the stolen assets using its SAFU fund, part of its futures insurance fund, and its corporate treasury....