Crypto Macro Insights

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....

Margin calls can be made several times a day when markets move, but collateral processes run on settlement cycles and cut-off times. When firms can't...

A larger reported Binance wallet balance can reflect expanded address coverage rather than fresh coins arriving, according to a warning from Coin...

A 14% rise in accounts holding at least 500 XRP during a 64% price drop looks bullish, but the data counts accounts, not investors or their...

Chainlink's new compliance framework, promoted in its X post, combines CCIP, ACE and Data Streams to align onchain bonds with SWIFT standards. Apex...

A reported $45 million whale position lines up behind Tom Lee's view that Ethereum is bottoming out. The timing is awkward, though, with nearly $300...

The author says gold and silver hit 2026 cycle lows, and he expected gold to fall toward $3,750 to $3,950.

• He doesn't think the post-election...

Bitcoin's price remains sensitive to the same variables that drive traditional risk assets, including rates, yields, the dollar and liquidity. An...