Strategy’s Bitcoin paper loss tops $11 billion as Saylor pointed to ETF outflows and AI infrastructure spending as factors pressuring BTC.
The current tokenization dialogue and pattern resemble ETFs’ early days, which ultimately transformed into a $10+ trillion market, Lie argues.
Bitcoin’s relationship with the S&P 500 has stopped behaving like a simple correlation trade at exactly the wrong time for bulls. For much of 2026, the logic was clean enough. When oil jumped during the Iran war, yields rose amid inflation fears, stocks sold off, and Bitcoin followed, as the market treated BTC as a […]
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The teenager's research into Russia’s alleged illicit crypto flows appears to have prompted Moscow's retaliation.
The growing discount in Bitcoin funds signals waning investor confidence in fund vehicles, potentially impacting future fund inflows and market dynamics.
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North Korea's nuclear expansion heightens global security tensions, complicating diplomatic efforts and impacting international relations and markets.
The post North Korea unveils new nuclear materials production facility as Kim Jong Un pledges ‘exponential’ arsenal growth appeared first on Crypto Briefing.
Investors eye Bitcoin's potential rebound as market nears a bottom amid growing institutional interest.
The post Matt Hougan: The crypto market may be nearing a bottom, institutional adoption of Bitcoin is growing, and smaller protocols are gaining traction | The Wolf Of All Streets appeared first on Crypto Briefing.
Bitcoin (BTC) price is trading near $63,000 after suffering a sharp correction from its recent highs around $82,000. The decline has pushed the crypto back to one of its most important long-term support levels—the 200-week moving average (200WMA). Historically, this level has acted as a major floor during bear markets and macro corrections. However, the …
Taiwan's AI chip dominance solidifies its strategic global tech position, challenging other nations to innovate or face prolonged dependency.
The post TSMC CEO C.C. Wei highlights Taiwan’s strong AI advantage, calls it nearly impossible to challenge appeared first on Crypto Briefing.
Nvidia's move into consumer AI chips could disrupt the PC market, challenging established players and accelerating on-device AI adoption.
The post Nvidia takes AI battle from data center to laptop with new RTX Spark superchip appeared first on Crypto Briefing.
Cerebras' strategic alliances may reshape AI hardware dynamics, challenging Nvidia's dominance and diversifying the semiconductor market.
The post Cerebras plans partnerships with AI component suppliers, excludes Nvidia appeared first on Crypto Briefing.
A heavy wave of US Treasury issuance, a $250 billion IPO pipeline, and a shift in big tech cash toward AI spending are among the pressures Jamie Coutts says could keep markets tight for a while longer. The Real Vision chief crypto analyst still thinks Bitcoin buyers in the $60,000s may be getting a rare long-term entry point, even if the market has not fully washed out yet. Related Reading: XRP Dips In The Short Run, But A Bigger Setup May Be Forming: Analyst The Pressure Building Coutts framed the recent drop as part of a broader reset, saying Bitcoin has already fallen about 50% from its highs and that the move fits past bear-market swings on a volatility-adjusted basis. He stopped short of calling the bottom, however, and said another leg lower is still possible before the market steadies. His view rests less on Bitcoin itself than on the state of global money flows. He pointed to a crowded IPO market pulling in capital, large technology firms reducing buybacks as they pour cash into AI infrastructure, and rising Treasury supply that could push yields higher. That mix, in his telling, is enough to leave risk assets under pressure in the near term. Still, he argued that the strain cannot last forever because higher borrowing costs and weaker tax receipts make it harder for the US government to keep yields in check. Why The $60Ks Matter For Coutts, the price zone matters because it may offer long-term buyers a level that looks cheap in hindsight. He described anything in the $60,000 range as an attractive place to accumulate Bitcoin on a multi-year view, even if the market is not yet done falling. That call was not presented as a fast trade or a clean timing signal. It was closer to a patient case for buying into weakness while the larger liquidity picture is still working through its next phase. The analyst also tied the outlook to the way governments and central banks react when markets come under stress. He said that if stocks fall hard and tax revenue weakens, deficits widen further and financial conditions get harder to manage. Related Reading: Bleeding Bitcoin Holders Signal Stress — $60K Becomes Critical Battleground Why The Fed Still Matters From there, Coutts drew a straight line to the Federal Reserve. He said the most realistic escape from that pressure would be new liquidity from the central bank, which has often helped support Bitcoin and other risk assets during past downturns. That leaves Bitcoin in a familiar place: weak enough to make traders cautious, but close enough to a possible support zone to draw in buyers who think in years, not weeks. Featured image from Unsplash, chart from TradingView
Travala launched an agentic AI travel protocol on Base supporting gasless USDC hotel bookings and AI-assisted payment execution.
Lebanese troop movement may signal regional de-escalation, but long-term peace remains uncertain amid ongoing Israel-Hezbollah tensions.
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Bitcoin falls 13% to near $62K as Strategy's BTC sale, $4.2B in ETF outflows and macro headwinds pressure crypto markets.
In this week's edition of The Protocol Newsletter, we're looking at the state of the Ethereum layer-2 ecosystem.
Crypto-related stocks declined as Bitcoin neared its lowest level in almost four months, reflecting broader weakness across digital asset markets. Bit Digital fell 4%, while Coinbase slipped 0.4%. Bitcoin mining companies also posted losses, with Riot Platforms down 2.7%, MARA Holdings 2.2%, and Hut 8 falling 4.9%. Bitcoin-linked exchange-traded funds weakened as well, with ProShares …
TSMC's Arizona expansion underscores the strategic importance of U.S. semiconductor manufacturing, boosting local economies and tech innovation.
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The rise of trillion-dollar ETFs underscores a shift towards passive investing, raising concerns about market stability and active management viability.
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Bitcoin's volatility amid geopolitical tensions highlights its sensitivity to global events, impacting investor sentiment and market stability.
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Hayes' strategic asset liquidation highlights the potential volatility and shifting investor focus amid an anticipated AI IPO surge.
The post Arthur Hayes dumps HYPE and NEAR in profit-taking move ahead of crowded IPO calendar appeared first on Crypto Briefing.
Visa and Brale initiate a proof of concept testing SBC stablecoin settlement with privacy controls on the Canton Network.
The incident may destabilize Iran's leadership, heightening regional tensions and impacting global political and economic stability.
The post Iranian foreign minister claims presence during strike that killed Khamenei appeared first on Crypto Briefing.
Bitmine's chairman told a Paris conference ether would 50x from here on AI and corporate validators. Here's how supply schedule, the ETH-to-bitcoin ratio history and the actual breakdown of staked ether look at those levels.
Apex Group is providing fund services for a tokenized real estate fund using Goldman Sachs’ GS DAP platform.
XRP fell another 7% after losing key support levels, with traders weighing growing institutional demand against one of the token's weakest technical setups in months.
Benchmark's shift to larger funds signals a strategic pivot to maintain influence in a competitive market, potentially altering VC dynamics.
The post Benchmark Capital raises $2B, breaking its 20-year tradition of smaller funds appeared first on Crypto Briefing.
SpaceX's IPO could redefine market norms, but governance risks and valuation discrepancies may deter cautious investors.
The post SpaceX plans $75B IPO, aims for $1.8T valuation on NASDAQ debut appeared first on Crypto Briefing.
NEAR Protocol (NEAR) declined 15.2% and Internet Computer (ICP) dropped 13.1%, leading the index lower.
Institutional sentiment shift may dampen crypto market growth, affecting price targets and investor confidence amid economic uncertainties.
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