Hayes' bullish Bitcoin forecast suggests potential economic shifts, highlighting the impact of monetary policy and tech investment on asset markets.
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The CFTC published the no-action letter to remove uncertainty regarding event contracts, which technically qualify as swaps.
Nakamoto CEO David Bailey said the company is focused on scaling its Bitcoin treasury, services and trading strategies for the remainder of 2026.
strkBTC's launch on Starknet could revolutionize Bitcoin transactions by enhancing privacy, potentially reshaping DeFi and compliance landscapes.
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Bitcoin’s rally may reverse as its price has hit a historic resistance level and traders appear to already be taking profits, said CryptoQuant in a note on Wednesday.
The ruling curtails executive power, emphasizing Congress's role in trade policy, potentially reshaping future U.S. economic strategies.
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Labour's internal strife may weaken its electoral prospects, potentially altering UK political dynamics and impacting future policy directions.
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Iran's uranium enrichment threat could destabilize global markets, impacting crypto regulations and energy prices, with broader economic ripples.
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Bitcoin’s dominance over the wider crypto market has grown noticeably stronger in 2026, and new data suggests the reason comes down to where institutional money is — and isn’t — going. Related Reading: Crypto Firm Exodus Drains 63% Of Its Bitcoin Reserves As Q1 Loss Doubled Year Over Year Altcoin Season Loses Steam Analysts tracking market behavior say the expected rotation from Bitcoin into smaller altcoins has not materialized the way it did in previous bull cycles. The social buzz and speculative energy that once drove traders toward low-cap coins have both faded. According to data from Bitwise, the broader crypto market’s appetite for risk has fallen sharply since October 2025 — a shift that appears to be reshaping how capital moves across the space. LATEST: Quantum signal flashes red, says Bitcoin risk appetite has collapsed since October 2025.$BTC premium plunged from +30% to near 0%, signaling Alts rotation is officially over. The post-quantum narrative failed to spark any real altcoin adoption & institutions are… pic.twitter.com/KcBkyA4JpF — Bitcoin Archive (@BitcoinArchive) May 12, 2026 Traders who profit from BTC rallies have historically moved those gains into altcoins, chasing bigger returns further down the market cap ladder. That pattern, reports indicate, is breaking down. The altcoin market is seeing slower inflows, and the enthusiasm that defined past cycles has been replaced by a more cautious posture. Bitcoin Premium Falls From 30% To Near Zero The clearest signal of this shift sits in the Bitcoin premium metric. Data shows the premium climbed above 30% between September and November 2025, then began a steady decline that carried into 2026. By recent readings, it had fallen to nearly 0% — a steep drop that analysts say reflects weakened interest in speculative crypto activity. The so-called quantum signal, which had shown positive momentum toward the end of 2025, has since turned negative. Based on reports from Bitwise, that reversal lines up with a broader pullback in risk-taking across digital asset markets. Investors, it appears, are not chasing returns the way they were just months ago. Institutions Are Parking Money In BTC One reason BTC is holding up while altcoins cool is the continued preference among institutional investors for the largest cryptocurrency by market cap. In periods of uncertainty, reports note, large investors tend to move toward assets with deeper liquidity and more established market infrastructure — and BTC fits that profile better than most. Related Reading: Bitcoin Bulls Awaken As Rare Golden Cross Signal Flashes On Charts The anticipated wave of institutional interest in altcoins, partly tied to expectations around quantum computing developments, did not gain the traction many had expected. Instead, institutional capital has been concentrating in Bitcoin, reinforcing its position at the top of the market. Whether that concentration holds through the rest of 2026 remains an open question. But for now, the data points in one direction: Bitcoin is being treated less like a speculative bet and more like a store of value — and the rest of the market is feeling the difference. Featured image from Pexels, chart from TradingView
Rising oil prices due to geopolitical tensions could disrupt global markets, affecting inflation, central bank policies, and digital assets.
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Institutional de-risking amid geopolitical tensions may signal broader market caution, potentially influencing Bitcoin's short-term trajectory.
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The single-largest outflow since late January comes as bitcoin turns lower from the 200-day moving average.
Nvidia's rising price targets reflect growing confidence in AI's transformative potential, signaling robust investment opportunities in tech.
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GameStop's rejected bid highlights the challenges of transforming traditional retail into e-commerce, emphasizing strategic and financial hurdles.
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Escalating UAE-Iran tensions risk destabilizing regional security, impacting global oil prices, and challenging UAE's crypto-friendly image.
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Vapi's success with Amazon Ring could catalyze broader adoption of AI voice platforms, reshaping enterprise customer interaction strategies.
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The owner had been trying for eight weeks to brute-force the password on their current Blockchain.com wallet, testing roughly 3.5 trillion combinations using the btcrecover service on a rented computing chip.
Intel's surge highlights market volatility and skepticism, as persistent short interest suggests doubts about the sustainability of its rally.
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Rising oil prices due to geopolitical tensions could lead to increased inflation, impacting global economies and putting pressure on risk assets.
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The NYSE-listed crypto infrastructure firm generated $3.8 billion in revenue in the first quarter, up 112.6% year-on-year.
The renegotiated deal allows OpenAI greater autonomy, potentially reshaping competitive dynamics in the AI and cloud services markets.
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The report highlights the need for unified regulatory interpretations to prevent fragmentation, which could hinder Europe's digital asset competitiveness.
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Trump Mobile's T1 handset appears to be a re-skinned HTC U24 with assembly done in the U.S.
Dogecoin started a decent increase above $0.1125 against the US Dollar. DOGE is now consolidating and might aim for an upside break above $0.1155. DOGE price started a fresh increase above $0.1120 and $0.1135. The price is trading above the $0.1120 level and the 100-hourly simple moving average. There is a contracting triangle forming with support at $0.1115 on the hourly chart of the DOGE/USD pair (data source from Kraken). The price could aim for a fresh increase if it remains stable above $0.110. Dogecoin Price Climbs Above $0.1150 Dogecoin price started a fresh increase after it settled above $0.110, outperforming Bitcoin and Ethereum. DOGE climbed above the $0.1120 resistance to enter a positive zone. The bulls were able to push the price above $0.1150. A high was formed at $0.1153 and the price is now consolidating. There was a minor decline below the 23.6% Fib retracement level of the upward move from the $0.1095 swing low to the $0.1153 high. Dogecoin price is now trading above the $0.1120 level and the 100-hourly simple moving average. There is also a contracting triangle forming with support at $0.1115 on the hourly chart of the DOGE/USD pair. If there is another increase, immediate resistance on the upside is near the $0.1140 level. The first major resistance for the bulls could be near the $0.1150 level. The next major resistance is near the $0.1165 level. A close above the $0.1165 resistance might send the price toward $0.120. Any more gains might send the price toward $0.1220. The next major stop for the bulls might be $0.1250. Downside Correction In DOGE? If DOGE’s price fails to climb above the $0.1150 level, it could start a downside correction. Initial support on the downside is near the $0.1115 level, the triangle, and the 61.8% Fib retracement level of the upward move from the $0.1095 swing low to the $0.1153 high. The next major support is near the $0.110 level. The main support sits at $0.1075. If there is a downside break below the $0.1075 support, the price could decline further. In the stated case, the price might slide toward the $0.1030 level or even $0.1020 in the near term. Technical Indicators Hourly MACD – The MACD for DOGE/USD is now losing momentum in the bullish zone. Hourly RSI (Relative Strength Index) – The RSI for DOGE/USD is now above the 50 level. Major Support Levels – $0.1115 and $0.1100 Major Resistance Levels – $0.1150 and $0.1200.
Geopolitical tensions and inflationary pressures could lead to increased market volatility, affecting investor confidence and economic stability.
The post Solana drops 5%, Bitcoin below $80K amid US-China tensions over Taiwan appeared first on Crypto Briefing.
Chinese President Xi Jinping warned Donald Trump of potential conflict over Taiwan during the first U.S. presidential visit to China in nearly a decade.
Traditional financial institutions are actively preparing for a surge in adoption to avoid being caught flat-footed by a sudden shift in market demand, according to Moody’s.
Increased US-Iran tensions may hinder diplomatic solutions, potentially escalating military confrontations and impacting regional stability.
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Arthur Hayes has put Zcash at the center of his crypto thesis, saying in an interview with Unchained founder Laura Shin that ZEC is now “probably my largest position outside of Bitcoin.” The BitMEX co-founder framed the trade as a bet on rising demand for financial privacy as AI, Big Tech and governments make public-chain activity easier to analyze. Hayes said he views Zcash as the strongest privacy asset in crypto, while acknowledging that the debate between Zcash, Monero and other privacy coins remains unsettled. “I think Zcash is the best,” Hayes said. He added that he is “not a cryptographer,” but said his view was shaped by reading competing arguments and speaking with developers working directly on privacy systems. His argument was not that Bitcoin should become fully private. Hayes said Bitcoin’s transparent ledger still has advantages for accountability, but argued that transparency comes with a growing trade-off as surveillance tools improve. “With AI, big tech and big government, it’s very trivial to de-anonymize transactions,” he said. Related Reading: Zcash Hits New YTD High As Multicoin Discloses ZEC Bet That, in Hayes’ view, creates room for a separate privacy asset to accrue value alongside Bitcoin rather than inside it. He described Zcash and Monero as trading at very low relative values versus BTC and called the setup asymmetric if privacy demand becomes more obvious to investors. The catalyst, as he sees it, is not merely regulatory pressure or user preference, but the exponential improvement of AI systems that can link activity across public data sets. Arthur on why the Zcash and NEAR integration is the quietly building mechanism that flips NEAR from inflationary to deflationary “Shielded Zcash lets you swap and send any coin, USDT on Tron, Bitcoin, anything, and that transaction will not point back to you. Completely… https://t.co/AOWKNsDRbc pic.twitter.com/tytoAgM5q0 — Laura Shin (@laurashin) May 12, 2026 Hayes Connects Zcash And NEAR In Latest Essay Hayes extended that thesis in his latest Crypto Trader Digest essay, “The Butterfly Touch,” dated May 11 on his Substack. In the essay, Hayes argued that rising dollar and yuan liquidity, driven by AI infrastructure spending, geopolitical conflict and renewed credit creation, has reopened the risk-on window for crypto markets. He said Bitcoin bottomed earlier this year at $60,000 and argued that a move back to $126,000 is a “foregone conclusion” if fiat liquidity keeps expanding. Related Reading: Zcash Is Crypto’s Most Mispriced Asset, Cypherpunk CIO Says The essay’s altcoin section was more explicit. Hayes wrote that it is “time to shitcoin,” saying Hyperliquid and Zcash are already large enough positions for Maelstrom, while NEAR is his “next favorite” trade. He said his next essay would lay out why the “privacy narrative” combined with Near Intents could create a “positive cash flow situation” for the protocol. That framing links Zcash and NEAR under a broader privacy-and-utility thesis. Zcash represents Hayes’ preferred pure-play privacy exposure, while NEAR appears to be the next asset he wants to connect to that theme through intent-based execution and potential protocol-level cash flow. He argued that such a setup could help reverse NEAR’s weak token performance and potentially push it back toward older cycle highs. For Zcash, Hayes’ case is more direct. He said privacy is likely to become more valuable as public blockchains become easier to interrogate with increasingly capable AI systems. “People want that privacy,” he said. “And there will be a private alternative.” At press time, Zcash traded at $541.75. Featured image created with DALL.E, chart from TradingView.com
The talks could reshape US-China agricultural trade dynamics, potentially stabilizing markets and influencing future bilateral negotiations.
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