Bitcoin sometimes sells off hard on days with no crypto headlines. A recurring driver sits outside crypto: a yen-funded carry unwind that forces cross-asset deleveraging, then transmits into BTC through thinner liquidity, wider spreads, and fast position reduction in derivatives. Here's the core mechanism in one line: if USD/JPY moves fast enough to trigger margin […]
The post Why did Bitcoin sell off as the yen surged fast enough to trigger cuts across risk books? appeared first on CryptoSlate.
The Supreme Court's Feb. 20 decision striking down President Donald Trump's IEEPA-based tariff program as illegal creates a massive fiscal overhang that could function as an unintended liquidity injection. The Court ruled 6-3 that the International Emergency Economic Powers Act does not authorize the President to impose tariffs, invalidating a program that collected at least […]
The post Supreme Court nukes Trump tariffs — up to $175B in refunds could hit Bitcoin market next appeared first on CryptoSlate.
Bitcoin just got ~15% harder to mine as hashrate falls—pushing miner revenue back into the $30 stress zone Bitcoin’s mining economy has tightened again, but its undertones could pave the way for a price recovery in the top crypto. Over the past weeks, the network difficulty jumped, while the hashrate has shown signs of softening. […]
The post Bitcoin miners face a margin crunch that historically precedes strong returns within 90 days appeared first on CryptoSlate.
Stablecoin supply is crypto’s deployable cash. With a total stablecoin market cap of around $307.92 billion and down -1.13% in the past 30 days, the pool has stopped growing month over month. When supply stalls, price moves get sharper, and Bitcoin feels it first in thin depth and bigger wicks. Stablecoins sit in a strange […]
The post Crypto has a native version of the M2 money supply that’s falling and killing Bitcoin liquidity appeared first on CryptoSlate.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
21shares said “a negative ruling on tariffs could potentially hurt Treasuries and the dollar, while favoring stocks and crypto.”
Bitcoin, the largest cryptocurrency by market capitalization, continued its price struggles as traders weighed two stress-tinged signals from the US financial ecosystem. This week, there was a sudden $18.5 billion Federal Reserve overnight repo operation, and Blue Owl Capital has decided to permanently halt redemptions from a retail-focused private credit fund. In another era, either […]
The post Bitcoin eyes new liquidity as the Fed’s $18.5 billion repo spike reignites money printer chatter appeared first on CryptoSlate.
Oil isn't supposed to be the story in 2026. The macro narrative powering “cuts soon, liquidity soon” trades relies on disinflation staying intact. However, Brent jumped 4.35% to $70.35 on Feb. 18, and WTI surged 4.59% to $65.19 after headlines revived the risk of a US-Iran conflict and Russia-Ukraine talks ended without breakthroughs. This isn't […]
The post Bitcoin faces a new selloff if oil holds $70 after spike and the Fed turns less patient appeared first on CryptoSlate.
Peter Thiel went to zero in ETHZilla, and the ETH treasury company trade just got a lot more real On Feb. 17, an amended 13G/A posted to ETHZilla’s investor site listed Peter Thiel and Founders Fund-related vehicles at zero shares and 0.0% beneficial ownership. The filing also stamped a “date of event” of Dec. 31, […]
The post Peter Thiel dumps all ETH treasury shares after “Ethereum’s MicroStrategy” fell 95% since August appeared first on CryptoSlate.
Defensive sentiment, falling leverage, and declining ETF exposure suggest the market may be near a bottom, K33 said.
The fiscal mathematics of the United States are drifting toward a threshold that markets can no longer afford to ignore, and a level that, relative to GDP, hasn't transpired since the last world war. Washington’s latest budgetary outlook suggests the nation is on a trajectory to accumulate nearly $64 trillion in federal debt over the […]
The post US debt to hit WWII-era extremes with $64 trillion owed, but one market price decides whether Bitcoin benefits appeared first on CryptoSlate.
In 2025 and early 2026, Bitcoin's behavior has been less “digital gold” and more regime-dependent. Sometimes it trades like a tech beta, then like a rates-and-liquidity-duration trade, and only intermittently like a hedge. The real story is which macro regime makes which identity dominate next. The setup matters. The Federal Reserve held the Fed funds […]
The post Bitcoin is not acting like “digital gold” because real gold and USD correlations collapsed toward zero appeared first on CryptoSlate.
Bitcoin trades near $69,000 despite growing whale accumulation as crypto searches for a catalyst amid outflows and fragile market structure.
Gold back over $5,000 is a market tell: fear is back. Tether just paid $150 million for the last mile. By taking ~12% of Gold.com and integrating XAU₮, Tether is buying distribution, so a USDT holder can reach for gold without leaving the crypto payment loop Gold is trading above $5,000 an ounce again, and […]
The post Tether quietly stacked 27 tons of gold, now it’s wiring $150M to sell it to crypto users appeared first on CryptoSlate.
Bitcoin is holding its ground this weekend. After Friday’s soft CPI rally, price keeps leaning into the same overhead zone around $70,300, and bids keep showing up above $65,000. That detail matters more than the stall. Last Sunday I framed $71,500 as the market’s checkpoint, the line that decides whether this bounce becomes a recovery […]
The post Bitcoin refuses to lose $70,000 this weekend. Was my $49k bottom call wrong? appeared first on CryptoSlate.
Bitcoin bottom signals: ETF outflows, miner stress, and why a 2026 recession looks like the outlier Bitcoin could be approaching a cycle low as spot Bitcoin ETF flows keep leaking and miner economics stay tight, even while recession talk dominates the timeline. The key point: a 2026 recession or stock-market crash still looks like the […]
The post Bitcoin down $20k, recession odds fade, stocks rip higher — but bottom signals are flashing early this year appeared first on CryptoSlate.
At 8:30 a.m. in New York, the world paused for the January U.S. inflation data, and it landed with a soft thud. Headline CPI printed +2.4% year over year, a shade under the +2.5% estimate that had been floating around ahead of the release. Core inflation, the version that strips out food and energy, rose […]
The post Bitcoin spikes 6% on softer US inflation but the CPI record still has holes after the shutdown appeared first on CryptoSlate.
The US economy is starting 2026 with an uncomfortable split-screen scenario that is complicating the outlook for Bitcoin's recovery towards $100,000. While Wall Street credit pricing still looks calm, the “real economy” stress gauges are flashing late-cycle warning lights. This disconnect matters for Bitcoin because its path to $100,000 is no longer just about crypto-native […]
The post Bitcoin price recovery dream meets $18.8 trillion household debt, and one Fed decision could flip everything appeared first on CryptoSlate.
Bitcoin can bottom soon because a 2026 recession, or a stock market crash, keeps looking like the outlier scenario My core idea around the Bitcoin market has remained the same since last September, before we hit the all-time high in October. I laid it out clearly in my medium-term $49,000 Bitcoin bear thesis published on […]
The post Bitcoin price looks to bottom out near $50,000 as recession fears retreat despite scary headlines appeared first on CryptoSlate.
The World Uncertainty Index, a GDP-weighted measure constructed from the frequency with which “uncertainty” appears in Economist Intelligence Unit country reports, reached 106,862.2 in the third quarter of 2025 and remained elevated at 94,947.1 in the fourth quarter. The index isn't a volatility gauge. It's a text-based barometer of policy, geopolitical, and economic ambiguity that […]
The post Can Bitcoin handle global economic uncertainty being worse than ever as it now doubles 2008 recession levels? appeared first on CryptoSlate.
At 8:30 a.m. Eastern, the U.S. labor market handed traders a breaking story with two timelines, one for today, one for last year. Nonfarm payrolls grew by 130,000 in January, unemployment held at 4.3%, and wages kept climbing. The details came straight from the BLS, the monthly snapshot that tells markets how hiring and paychecks […]
The post Bitcoin price is sliding today because the government admitted nearly 1 million jobs from last year never existed appeared first on CryptoSlate.
Gold demand reached a record $555 billion in 2025, driven by an 84% surge in investment flows and $89 billion in inflows into physically backed ETFs. The World Gold Council reports ETF holdings climbed 801 tons to an all-time high of 4,025 tons, with assets under management doubling to $559 billion. US gold ETFs alone […]
The post Why Bitcoin ETFs bleed billions while Gold makes 53 new all-time highs with $559B in demand appeared first on CryptoSlate.
Bitcoin’s sharp selloff last week appears to have triggered one of the largest buy-the-dip episodes of this market cycle. Data tracking accumulator addresses showed a record surge of coins moving into wallets associated with long-term holding behavior, even as flows through exchange-traded fund (ETF) products stayed net negative. The timing mattered. The inflow landed right […]
The post Bitcoin whales just moved $4.7B dollars into cold storage while regular investors are busy panic selling the dip appeared first on CryptoSlate.
China’s gradual retreat from US government debt is evolving from a quiet background trend into an explicit risk-management signal, and Bitcoin traders are watching the market for the next domino. The immediate trigger for this renewed anxiety came on Feb. 9 when Bloomberg reported that Chinese regulators were urging commercial banks to limit their exposure […]
The post Why Bitcoin faces a brutal liquidity trap because China’s $298B of US Treasuries are up for sale appeared first on CryptoSlate.
If you hold either US dollars or Bitcoin, then you're a little poorer this morning than when you went to bed last night. It doesn't matter whether there's cash in your pocket or sats in your wallet; both have less purchasing power today than they did yesterday. That's because Bitcoin is down, the dollar is […]
The post Cash falls to 88 cents on the dollar but Bitcoin is up to $3.26 if you bought before the ‘crash’ appeared first on CryptoSlate.
The crypto market that surged on Donald Trump’s campaign promise of a friendlier US posture is now back near where it started, after an 18-month round trip that added close to $2 trillion in value and then erased roughly the same amount. Data compiled by CryptoSlate put the total crypto market value at about $2.4 […]
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The crypto market has entered a fragile phase as Bitcoin dropped under the critical $70,000 level and bounced off $60,000, a zone that has increasingly acted as a gravitational pull rather than a launchpad. This subdued price action came as the stablecoin market has surged, with Tether and Circle minting billions of dollars’ worth of […]
The post Did Tether and Circle’s $3 billion token minting spree protect Bitcoin from losing $60k? appeared first on CryptoSlate.
Bitcoin posted one of its single-largest intraday drops on Thursday, falling from roughly $73,100 at open to a low near $62,400.
Bitcoin is plummeting toward a dangerous $56,100 price floor as massive ETF outflows signal a demand crisis At some point every cycle has the same moment, the one where the story stops being about charts and starts being about cash. You can see it in the way traders talk, the jokes dry up, the group […]
The post Markets plunge as Bitcoin and silver just triggered a global margin call after inflation warnings made a recovery look impossible appeared first on CryptoSlate.
Bitcoin, Ethereum, and XRP have all retreated to deep cycle lows, dragging the broader crypto market back to valuation levels not seen since late 2024, according to CryptoSlate's data. While price action across the board appears uniformly grim, with BTC heading below $70,000 and XRP recently trading around $1.35, sentiment toward the Ripple-linked token is […]
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