U.S. Treasury yields retreat from the highest levels in decades, while bitcoin holds above $64,000.
The 30-year Treasury yield hit its highest since 2007 and Brent topped $91 as the US-Iran conflict escalates, pressuring stocks. Bitcoin is holding its range, for now.
US spot ETFs took in more than 14,000 BTC in five days and Q3 flows have flipped positive, ARP Digital's Yusuf Fakhro says, fresh demand landing in the thinnest, most sold-out market in years.
WTI crude tops $82 a barrel, adding inflation pressure and weighing on risk assets as bond yields rise.
Bitcoin's choppy price action as in-depth analysis of the U.S. CPI released Wednesday suggests the underlying price pressures remain sticky.
Blockchain data shows the Japanese treasury firm moved the bitcoin between wallets it controls, not to an exchange, so the transfer isn't a sale despite its $1.4 billion paper loss.
FxPro’s Alex Kuptsikevich said companies that helped give bitcoin institutional cover are now chasing AI data centers, putting BTC’s flat 50-day moving average in focus.
The market rose even as the Senate left the crypto bill unpassed before its recess, with steady ETF inflows and a softer dollar doing more for prices than Washington.
Brent climbed on stalled Hormuz talks, reviving the inflation worry that has capped bitcoin all summer. Today's US payrolls print is the next catalyst.
Trump’s comments on jobs, inflation and a possible Strait of Hormuz deal have helped risk sentiment, but bitcoin’s next move depends on whether lower oil actually pulls Treasury yields and the dollar down.
Maelstrom co-founder Arthur Hayes says overleveraged AI data-center spending will eventually crack, forcing government bailouts and money printing that become the next major bitcoin catalyst.
Japan may have spent as much as $36.6 billion buying yen in the first joint US-Japan action to support the currency since 1998. Bitget Wallet’s Alvin Kan says it can slow a disorderly slide without reversing the broader trend.
ARP Digital’s Yusuf Fakhro said bitcoin’s weakness reflects stalled participation more than forced selling, with ETF flows turning negative, CME open interest back at 2023 levels and Strategy idle for a fifth straight week.
The Bank of Japan left its benchmark at 1% and Governor Ueda's hawkish signals landed softly, since markets had already priced an October hike. Bitcoin held near $64,000.
S&P 500 futures gained 0.2% and Nasdaq 100 contracts rose 0.4% after the index had slipped into a correction, with Microsoft up 8% in premarket after its cloud unit grew at the fastest pace in four years while it held the line on spending.
Markets price a hold at Wednesday's decision, but a real minority sees a surprise hike, with Citadel Securities and UBS among those flagging the risk.
It's a risk-off day. Still, bitcoin is holding better than Nasdaq and Asian equity markets.
CoinEx's Jeff Ko sees bitcoin staying range-bound near $65,000 while retreating oil, a 4.7% 10-year yield and a week of mega-cap earnings set the tone.
Dogecoin dropped 4.5% and ether 2.5%, leading a broad but shallow retreat across the majors, though most remain higher on the week ahead of next week's Fed meeting.
Alphabet beat on revenue but raised its AI spending forecast again, sending its stock lower after hours. For the chip complex bitcoin tracks, more spending is the bullish read.
A two-day chip rebound stalled ahead of Alphabet's earnings in a sign of whether the hundreds of billions going into AI is paying off. Bitcoin has tracked that trade all month.
The run has pulled in roughly $727 million, the most sustained stretch of buying since the record outflows of June.
War drives oil up, the Kimi selloff drags chips down, and bitcoin sits between them.
A deepening global selloff in chipmakers dragged risk assets lower, pulling bitcoin back from the $65,000 it reached on this week's soft inflation print.
Blockchain investigator ZachXBT came down heavily on hardware wallets. BTC traded steady near $65,000 after South Korea's rate hike.
U.S. spot bitcoin ETFs took in about $181 million on Tuesday, a day after shedding roughly $425 million, per SoSoValue data. Ether ETFs added about $58 million.
Trump reinstated the Hormuz blockade, sending oil higher and rate-hike bets up, reversing the peace trade that helped bitcoin recover in early July. Today's inflation print is the next test.
The liquidations were minor, running at about a sixth of what the market saw at its worst over the past 30 days, per CoinGlass.
Spot bitcoin funds lost about $95 million on Thursday and ether funds roughly $52 million, ending the one bright spot in crypto's institutional flows even as prices rallied.
U.S. spot bitcoin ETFs lost a net $84 million on Wednesday, ending a three-day inflow run that had pulled in roughly $509 million