Bitcoin is entering a period where macro sequencing matters more than narrative. Equity markets are trading near record valuations, real yields remain elevated, and credit markets are expanding into increasingly opaque corners of the financial system. None of these conditions guarantees an imminent break. But together they form the backdrop for what could become a […]
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Short interest in MSTR equals 14% of market cap, yet much of the positioning may reflect basis trades rather than outright bets on a continued decline.
Binance rejected the allegations, saying it flagged suspicious activity, enforces strict compliance procedures and does not permit Iranian users on the platform.
Bitcoin traders had mixed opinions over what caused a BTC price rebound past $66,000 as attention focused on Jane Street selling pressure.
Strategy has become the most-shorted large-cap US stock as hedge funds ramp up bearish bets, according to data from Goldman Sachs.
Although final passage of the CLARITY Act—commonly referred to as the crypto market structure bill —has been delayed in Congress, some experts believe its eventual approval could unleash an unprecedented wave of capital into the crypto sector. Trillions On Hold In a recent post on X (previously Twitter), the expert known as 360Trader argued that trillions of dollars in institutional money are waiting on regulatory certainty before entering digital assets. Related Reading: History Repeating? XRP Flashes Signal Last Seen Before Explosive 60,000% Rally According to his assessment, the CLARITY Act could act as the trigger that opens Wall Street’s doors to crypto in a meaningful way, potentially driving more than $5 trillion into the space over time. 360Trader pointed to comments from White House Digital Asset adviser Patrick Witt, who stated that trillions in institutional capital are effectively sidelined as firms wait for legal clarity. Large asset managers, including BlackRock, are often cited as examples of institutions constrained by the current patchwork regulatory environment. If the CLARITY Act becomes law, the expert believes the crypto market capitalization could surge beyond $4 trillion, drawing comparisons to the rally that followed the approval of spot Bitcoin exchange-traded funds (ETFs) back in 2024. Catalyst For Next Crypto Bull Run? Stablecoins are another key element of the discussion. Under the proposed framework, banks would receive clearer authorization to issue stablecoins. The stablecoin market has already expanded significantly, reaching a reported $300 billion in supply in 2025 and processing approximately $33 trillion in transaction volume—figures that exceed the total throughput of Visa’s network. The possibility of major banks such as JPMorgan launching fully integrated stablecoins backed by substantial payment activity has been described as a potential turning point for the sector. The yield component is also drawing attention. Some stablecoin products currently offer returns in the range of 3% to 5%, compared with traditional savings accounts that average roughly 0.07%. Related Reading: World Liberty Financial Cites ‘Coordinated Attack’ — But Are There Deeper Issues? 360Trader suggested that this disparity could prompt a significant reallocation of capital—potentially as much as $6 trillion—from conventional bank deposits into crypto-linked instruments. Pension funds, university endowments and retail investors could all gain broader exposure to higher-yielding crypto products. In parallel, traditional financial institutions may begin integrating decentralized finance (DeFi) infrastructure to enable faster settlement and more efficient transaction rails. Yet, the traditional banking sector has consistently pushed back against stablecoin yield structures, citing concerns about the impact on their deposit bases. This has resulted in the current delay and the ongoing White House meetings. In the expert’s words: …I’m bullish on CLARITY unlocking trillions in dormant capital. This could be the catalyst that separates the next bull run from everything we’ve seen before. Featured image from OpenArt, chart from TradingView.com
India’s Delhi High Court has refused to regulate cryptocurrency exchanges in India, making it clear that creating crypto laws is the government’s responsibility. The decision came after a crypto investor filed a case against Indian exchange Bitbns, asking the court to introduce regulations and order an investigation into withdrawal issues. This ruling shows that India …
The $61 million USDT seizure in North Carolina shows how US authorities can trace and freeze stablecoin flows tied to pig butchering scams, as AI‑driven impersonation schemes surge.
The XRP price is compressing around an important support range, which it defended during the recent sell-off. The token is stuck within a multi-month descending support, a level that has repeatedly acted as a strong and structural base. The XRP price is trading at $1.36 with over a 2.83% jump in the past 24 hours. …
US spot Bitcoin ETF flows turned green on Tuesday, with Fidelity and BlackRock leading gains despite persistent weak market sentiment.
Crypto investment funds have now recorded a fifth straight week of net outflows, wiping roughly $4 billion from investor coffers over that span. Related Reading: Bullish Signal? Coinbase Bitcoin Premium Turns Positive After Months In Red That steady removal of capital has been paired with a sharp fall in trading activity, signaling that many holders are standing on the sidelines rather than buying dips. Trading Volume Hits Multi-Month Low According to a CoinShares report published Monday, crypto funds saw $288 million in net outflows last week, bringing the five-week total to roughly $4 billion. Weekly trading volumes also fell to about $17 billion, the lowest level since mid-2025, highlighting a slowdown in market activity even as prices have recently stabilized. Fewer transactions were recorded across major investment products, reflecting a quieter stretch for the market compared with earlier periods of heavier trading. Regional Flows Paint A Split Picture Reports note the US led withdrawals, while parts of Europe and Canada added fresh money. The US recorded $347 million of outflows, while Europe and Canada together showed net inflows of close to $60 million. Digital asset investment products recorded US$288M in outflows last week.@Bitcoin remains the key proponent of this negative sentiment, seeing US$215M in outflows. @ethereum saw the second largest outflows totalling US$36.5M. Minor inflows were seen in XRP @Ripple (US$3.5M),… pic.twitter.com/HFWIxVAZgO — CoinShares (@CoinSharesCo) February 23, 2026 Countries such as Switzerland, Canada, and Germany were among those adding funds. That split shows that not all investors view the market the same way right now. Some see value at lower prices; others are trimming exposure until clearer signs appear. Bitcoin Remains The Main Focus Of Selling Bitcoin accounted for the largest single-asset outflows, with about $215 million removed last week. At the same time, instruments that profit from falling prices received renewed interest, with short-Bitcoin products taking in around $5.5 million. A fair amount of recent liquidations was tied to Bitcoin moves, driven by traders who had large positions and saw prices move against them. Some positions were forced closed. That pushed volatility up in the short term. Ethereum and a handful of other coins also saw money leave, though a few assets attracted small inflows. XRP, Solana, and Chainlink each gained minor sums relative to the overall outflow. These were selective bets rather than broad rotations back into risk assets. Investment managers who moved into specific tokens appeared to be making tactical, not broad, commitments. Sidelined Capital Is Waiting Reports say much of the market’s strength depends on outside cash returning. Right now, many potential buyers are waiting for clearer signals from the macro side — interest rates, big economic reports, and policy hints from regulators. Without sustained buying, price bounces are more likely to be brief technical recoveries than full trend changes. Related Reading: Bitcoin Buying Spree Nears Century Mark, Saylor Hints A Pause More Than A Collapse This is not a market breakdown. It is a pause, according to analysts. Participation has dropped and that creates a fragile environment. If macro sentiment shifts and more buyers step in, flows could reverse quickly. Until then, expect choppy moves, low volume, and a market that reacts strongly to each new piece of news. Featured image from Vecteezy, chart from TradingView
Growth of tether and other top stablecoins has stalled, posing risk to the broader crypto market.
Hong Kong will build a digital asset platform for tokenized bond issuance and settlement, while moving ahead with stablecoin licensing and CARF.
On February 24, Bitcoin spot ETFs recorded strong inflows totaling $258 million. Fidelity’s FBTC led the day with $82.81 million in net inflows, ranking first among Bitcoin ETF products. Meanwhile, Ethereum spot ETFs posted a more modest $9.23 million in total inflows. Grayscale’s ETH fund stood out in the Ethereum category, attracting $11.08 million. The …
Sam Bankman-Fried, the jailed former CEO of FTX serving a 25-year sentence for fraud and conspiracy, has been actively seeking a presidential pardon. He has made repeated appeals to conservative audiences and allies, hoping to sway support. However, a White House spokesperson reaffirmed that President Donald Trump stated in January that he does not intend …
Financial Secretary Paul Chan said the first licenses for fiat-referenced stablecoin issuers are expected to be approved in March.
Bitcoin price today has seen a strong recovery, climbing nearly 3% to around $65,106 after falling to $62,553. This recovery comes just ahead of the upcoming U.S. Initial Jobless Claims report, a key U.S economic indicator that has recently impacted crypto market momentum.Previous data shows Bitcoin often rises after jobless claims, and now experts are …
XRP continues to struggle near the $1.33 level as persistent selling pressure weighs on sentiment across the broader crypto market. Momentum has weakened notably in recent sessions, with buyers showing limited conviction while Bitcoin remains range-bound and liquidity conditions stay tight. This lack of directional clarity has kept altcoins under pressure, and XRP has not been immune to the broader defensive posture currently shaping digital asset markets. Related Reading: The Saylor Discount: Why Bitcoin Trading Below Strategy’s Realized Price is a Gift for Late-Cycle Allocators Recent analysis from a CryptoQuant contributor provides additional context on the derivatives side. According to the data, the Estimated Leverage Ratio — a metric tracking speculative positioning in futures markets — has declined sharply following a previous spike and now sits near 0.16. Both the 30-day and 50-day simple moving averages of this indicator are trending downward, signaling a sustained reduction in leveraged exposure. This shift suggests that the market is no longer heavily overpositioned. Speculative traders appear to have been largely flushed out during recent volatility, reducing the likelihood of cascading forced liquidations. With neither excessively long nor short positioning dominating derivatives markets, conditions have become comparatively calmer. While this does not guarantee an immediate recovery, the normalization of leverage could help moderate selling pressure and allow price action to stabilize if broader market sentiment improves. Leverage Reset Signals Cooling Speculation In XRP Market The report further emphasizes that Binance plays a critical role in interpreting XRP market dynamics because it remains the dominant liquidity hub for derivatives trading, both in terms of volume and open interest. Much of the aggressive long and short positioning that drives short-term price movements in XRP tends to originate there. As a result, shifts in leverage on Binance often reflect global risk appetite in real time rather than isolated exchange-specific behavior. While leverage changes on smaller venues may remain localized, significant moves on Binance can trigger broader liquidation chains and momentum breaks across the market. In this context, the current low leverage environment carries particular significance. The 0.16 leverage floor confirms a total speculative flush rather than a mere capital rotation. Interestingly, the simultaneous decline in leverage alongside weakening price action may not necessarily be bearish. Elevated leverage during a downtrend typically increases the risk of cascading liquidations, whereas the current environment indicates a cleaner positioning landscape. Low leverage conditions often create a more stable foundation for institutional participation, as large players generally prefer entering markets with reduced volatility and balanced positioning. Still, without a clear pickup in spot demand, XRP may continue drifting in a controlled, slightly downward range as the market gradually resets expectations. Related Reading: The $45 Million Crypto Hammer: Whale Inflow To Binance Threatens To Shatter XRP’s Recovery XRP Price Holds Weak Structure As Downtrend Persists XRP continues to trade under sustained pressure, with the chart showing a clear sequence of lower highs and lower lows since the late-2025 peak near the $3.50 region. The latest price action around $1.33 reflects a prolonged corrective phase rather than a short-term pullback, with momentum remaining weak and recovery attempts repeatedly fading. Technically, XRP is trading below the 50-, 100-, and 200-period moving averages on this timeframe, all of which are sloping downward. This alignment typically signals persistent bearish structure and suggests trend continuation unless price can reclaim these levels decisively. The 200-period average near the $2 zone now represents a major overhead resistance band. Volume patterns also show declining participation compared with the rally phase, indicating reduced speculative enthusiasm. Occasional spikes appear during sharp selloffs, which often reflect reactive liquidation rather than fresh accumulation. Related Reading: The Great Bitcoin Handover: $8.2 Billion BTC Swamps Binance As Retail Momentum Fades Structurally, the $1.20–$1.30 region appears to be the nearest support cluster based on recent price stabilization. A breakdown below that zone could expose lower liquidity pockets, potentially accelerating downside volatility. Conversely, sustained acceptance back above roughly $1.60 would be required to neutralize immediate bearish momentum. Featured image from ChatGPT, chart from TradingView.com
Cardano price prediction is turning bullish as ADA shows early signs of recovery. With the ADA price up nearly 3% today and trading around $0.2640, fresh whale accumulation data is drawing attention. After months of correction, large holders appear to be positioning quietly. This raises an important question for investors: Is Cardano price preparing for …
The Ethereum co-founder's tracked wallets dropped from 241,000 ETH to 224,000 ETH in February, with sales routed through CoW Protocol in small batches to limit market impact.
Anchorage Digital, the first federally chartered U.S. crypto bank, has added perpetual preferred stock in bitcoin treasury firm Strategy to its balance sheet.
Shiba Inu just flashed a “death cross” on the lower timeframes, and as usual, the chart has split traders into two camps. Right now, SHIB is trading slightly below $0.0000060 after sliding under several short-term moving averages. On February 23, the 200-period simple moving average crossed above the 50-period moving average on the 2-hour chart. …
Bitcoin is attempting to stabilize after a sharp liquidation-driven wick that briefly pushed the price toward the $60K region earlier this month. The daily structure still remains uncertain, but early signs of momentum stabilization are emerging as BTC price trades near $65,600, up roughly 2.4% over the past 24 hours. However, the broader trend still …
The funds were traced to crypto wallets allegedly used to launder money stolen from victims lured online to fake trading platforms.
Anchorage CEO Nathan McCauley stated that Anchorage Digital plans to 'build the future of BTC' with Strategy.
Castle Labs is arguing that crypto’s long tail is structurally overbuilt and that most tokens will ultimately be priced toward zero unless they can prove real business traction and tighter token alignment. The thesis, published in a long X post, frames the current market as a selection phase rather than a broad-based recovery story. The core point is not that crypto itself is failing, but that token supply has far outpaced sustainable demand. Castle Labs says the result is a market where a handful of majors dominate while thousands of smaller assets compete for shrinking liquidity. Too Many Crypto Tokens Castle Labs points to concentration data to make the case. According to the post, the top five crypto assets account for 84.4% of total market capitalization, leaving the rest of the market with 15.6%, or roughly $330 billion, spread across thousands of tokens. Related Reading: House Democrats Urge Treasury Probe Into Trump Family’s Crypto Venture It contrasts that with US equities, where the MAG7 represent 31% of the market and the S&P 500 represents 84.7%. In Castle Labs’ framing, crypto has reached roughly the same concentration level as the top 500 US companies, but with only five assets doing the heavy lifting. “Over the years, so many coins have been created that 99% of them need to go to zero for the industry’s good,” the firm wrote. It adds that the mismatch has become harder to ignore for investors who bought into crypto’s institutional adoption narrative but remain deep underwater in alt-heavy portfolios. Castle Labs outlines three broad paths for rebalancing: majors lose share to smaller tokens, external liquidity lifts the broader market, or weaker tokens lose value while majors absorb more of the capital. It argues the third outcome is the most likely, even if the first would be healthier in theory. A major part of the argument is simple market mechanics. Castle Labs says token unlocks will continue to add supply into a market where demand is already selective, citing $8.51 billion in unlock value this year and $17.12 billion over the next five years. That overhang, it argues, is colliding with poor business performance across much of the sector. Out of more than 5,600 protocols listed on DeFiLlama, Castle Labs says only 76 generated more than $1 million in revenue in the last 30 days, and only 237 cleared $100,000. Revenue is concentrated too. The post says the top 10 protocols in 2025 accounted for 80% of total crypto revenue, while the top three accounted for 64%, with Tether alone representing 44%. It also notes that only three of those top 10 revenue generators had launched tokens so far: Hyperliquid, Pumpfun, and Jupiter and says only HYPE materially outperformed. Related Reading: Goldman Sachs CEO Says US Must Codify How Crypto ‘Will Operate’ That backdrop helps explain Castle Labs’ skepticism toward new listings. It says there were about 118 major token launches in 2025, and 84.7% traded below their TGE valuation, which it describes as evidence of inflated launch pricing and weak post-launch structure. The Alignment Problem Castle Labs also argues the market is punishing tokens that are not economically aligned with the products they represent. It cites Circle’s acquisition of Interop Labs, where Axelar’s token AXL was not part of the deal, as an example of product value and token value diverging. “Tokens are not a legal representation of the business and don’t offer any actual rights over the company’s profits, unlike equity,” the firm wrote. “Investors, when they receive tokens, have these rights through the equity they hold. So they are in a better position, but token holders? They are at the project’s mercy when it comes to aligning their product with their token.” In that framework, buybacks are treated as one of the clearest signs of alignment. Castle Labs highlights Hyperliquid and Aave, and says Uniswap is only fully aligned with tokenholders after more than five years of its token’s existence. The firm’s conclusion is blunt but specific: capital should rotate toward protocols with real revenue, tokenholder alignment, and credible mechanisms to offset dilution. Whether that thesis holds in the next cycle may depend less on narrative and more on whether more projects adopt the kind of KPI- and revenue-led launch models Castle Labs says are now starting to emerge. At press time, the total crypto market cap stood at $2.16 trillion. Featured image created with DALL.E, chart from TradingView.com
The token is consolidating around $0.0940–$0.0945 with higher lows, signaling constructive momentum after the breakout.
River reports that Bitcoin adoption surged in 2025, cementing it as a mature asset class, even as its price has halved since hitting a peak in October.
The proposal would cap stablecoin holdings and curb yields, a move critics say could push liquidity overseas as stablecoins become a core revenue stream.
The Ethereum Foundation has made one thing clear this week: it is not backing just any DeFi project with a token and a dashboard. In a series of posts outlining its direction, the Foundation said it wants to see decentralized finance thrive, but only if it lives up to core principles. As one member put …