Chainlink will supply data for objective, fact-based markets. The challenge of reliably resolving more subjective bets remains.
Hill and Senator Cynthia Lummis agree the earlier stablecoin effort should be edited by the pending market structure bill.
Tesla's stock surge may boost investor confidence, potentially influencing market dynamics and future investment in the EV sector.
The post Tesla stock rises over 10% in past week appeared first on Crypto Briefing.
Heavy leverage in bitcoin derivatives has set up the market for potential downside cascades, with pockets of vulnerability looming if prices break lower.
Solana's DeFi growth highlights its competitive edge in transaction speed and cost, potentially reshaping the blockchain landscape.
The post Solana DeFi TVL tops $13B for first time appeared first on Crypto Briefing.
Spot Ether ETFs recorded over $230 million in net inflows as of Thursday, recovering from last week’s net outflows of nearly $800 million.
Tokenized funds democratize access to private debt, potentially reshaping investment landscapes by lowering entry barriers and enhancing liquidity.
The post WisdomTree launches tokenized fund for private debt exposure with $25 minimum appeared first on Crypto Briefing.
XRP Exchange reserves have surged by 1.2 billion in just a day, presenting a bearish outlook for the XRP price. This development comes as the token looks to hold above the psychological $3 level. XRP Exchange Reserves Increase By 1.2 Billion In Just A Day A CryptoQuant analysis by CryptoOnchain revealed that XRP Exchange reserves jumped by 1.2 billion in a day across four crypto exchanges, with Binance leading the surge. Bithumb, Bybit, and OKX also experienced a major increase in their reserves, a development which CryptoOnchain noted shifted the volume of XRP’s reserves in an unprecedented manner. Related Reading: Crypto Expert Shares How To Get To $1 Million With XRP Binance saw its reserve holdings increase from around 2.928 billion XRP to 3.538 billion XRP, an increase of over 610 million XRP in a single day. Meanwhile, Bithumb saw its holdings increase from 1.647 billion to 2.519 billion, Bybit’s holdings increased from 188 million to 380 million XRP, and OKX’s XRP reserves jumped from 112,000 to 233 million. This development is typically bearish, as an increase in crypto exchanges’ reserves indicates that investors are offloading their coins. This would also explain why XRP has underperformed in recent times and has struggled to hold above the psychological $3 price level. During this period, other altcoins like Solana and BNB have outperformed XRP, reaching new local highs. Accumulation Rather Than Sell-offs CryptoOnchain revealed that the increase in XRP Exchange reserves is a case of accumulation rather than the typical sell-offs. The analyst noted that the price chart indicates that this heavy accumulation occurred precisely at the key support level of around $2.73, a level that has previously prevented the altcoin from experiencing massive declines. Related Reading: XRP Price Setting Up For Next Leg With Expected Targets Reaching $19.27 The analyst then pointed to the RSI and MACD indicators a day after the increase in the XRP Exchange reserves, which shows a decrease in selling pressure on the token.CryptoOnchain explained that this could mean that the heavy buying by exchanges was aimed at accumulation rather than immediate injection into the market. CryptoOnchain also noted that the pattern of these large accumulations across the crypto exchanges and at a critical support level could be a sign of institutional coordination or an upcoming event. Notably, the XRP ETFs could launch next month, which would represent a significant development for the XRP price. The analyst stated that if the current support holds and buying volumes continue, the XRP price could rally to higher resistances at $3.34 and $3.58. However, CryptoOnchain warned that if the support is broken, selling pressure could turn the increase in XRP Exchange reserves into an opportunity for massive supply. At the time of writing, the XRP price is trading at around $3.06, up over 2% in the last 24 hours, according to data from CoinMarketCap. Featured image from Adobe Stock, chart from Tradingview.com
PancakeSwap claims its trading competition winners were selected randomly, but blockchain records suggest over half of them belong to a cluster of linked wallets.
Gen Alpha will grow up with Bitcoin as a cultural and financial native, making it their default store of value over traditional gold investments.
Dogecoin gained around 4% to reach $0.26 despite Bloomberg’s Eric Balchunas reporting that the first US DOGE ETF faces another delay.
The Winklevoss brothers' bullish Bitcoin outlook may influence investor sentiment, potentially driving increased adoption and market volatility.
The post Winklevoss brothers tell CNBC Bitcoin could rise 10x and urge viewers to HODL appeared first on Crypto Briefing.
The maneuver could be linked to digital asset treasury firm Forward Industries, which raised $1.65 billion to accumulate SOL with Galaxy's backing.
Excluding digital assets from the UK-US Tech Bridge would be a "missed opportunity" that risks leaving Britain on the sidelines, they said.
The global crypto exchange platform, Coinbase, has recently filed a legal motion against the US Securities and Exchange Commission (SEC). The company has accused the Commission of violating the Freedom of Information Act (FOIA) and said it has damaged public trust. Coinbase Files Legal Motion Against SEC In its court filing on Tuesday, Coinbase outlines …
Aave (AAVE) was also a top performer, gaining 2.4% from Thursday.
The company aims to amass a 1 billion dogecoin treasury within 30 days, with backing from Pantera Capital and FalconX.
Over the past few months, Pi has been the center of attention for many. Its constant price plunge stirred talks of losing credibility. But now, for the first time in the month, the coin finally reached $0.3577, which is 3.5% higher compared to its value a week ago. But despite the obstacles, some investors remained …
The stablecoin market cap topped $300 billion on CoinMarketCap, but discrepancies across platforms like CoinGecko and DefiLlama highlight challenges in tracking crypto assets.
US-listed spot Bitcoin exchange-traded funds (ETFs) are seeing a sharp reversal in fortunes this month, attracting nearly $2 billion in fresh inflows after a bruising August marked by heavy redemptions. Data from SoSoValue shows that 12 Bitcoin ETF products logged inflows in six of the first eight trading sessions of September. Over the past four […]
The post Bitcoin ETFs attract $2 billion in September as investor sentiment shifts from Ethereum appeared first on CryptoSlate.
The UK is stepping up its focus on crypto and digital finance as it builds closer ties with the US. Industry groups are now pushing for digital assets to play a central role. According to a report from Bloomberg, UK trade groups are urging the government to make blockchain a key part of future tech …
Though other ideas for supplementing income amid the AI revolution have legs, UBI is the simplest and fastest way to ensure AI’s benefits trickle down to everyone.
The PENGU price in the past two weeks has witnessed renewed bullish traction following the global launch of the Pudgy Party game on mobile platforms and a series of strategic developments, too. Now, the adoption rate is on fire with downloads that have surpassed 500,000 of the game, and even the price is reacting bullishly …
Binance is launching its 39th HODLer Airdrop, offering 15 million Boundless (ZKC) tokens, which is 1.5% of the total supply, to eligible users. Boundless (ZKC) is a cutting-edge zero-knowledge protocol designed to enhance blockchain scalability and privacy. ZKC trading will officially start on September 15, 2025, at 14:00 UTC, featuring pairs with USDT, USDC, BNB, …
The Altcoin Season Index has surged 14% in a single day, hitting 78 and signaling the start of a full altseason. In past cycles, whenever the index crossed 75, altcoins often skyrocketed 10x to 50x within weeks. While big institutions are already positioning themselves, retail investors haven’t joined in yet, making this moment even more …
Polygon Labs is opening the door for institutional investors to access POL, its native token, in a big move for the Middle East market. The team behind the Polygon network has joined hands with Cypher Capital, a global investment firm specializing in digital assets, to give institutions exposure to POL while generating yield and supporting …
Raoul Pal’s latest “Journey Man” episode brings back Michael Howell, CEO of CrossBorder Capital, for a sweeping tour of the liquidity landscape that has propelled risk assets like crypto for nearly three years. Both agree the global liquidity cycle is “late,” still advancing but increasingly mature, with its eventual peak most likely pushed into 2026 by policy engineering, bill-heavy issuance, and rising use of private-sector conduits. The investment implication running through the conversation is unambiguous: long-duration assets—crypto and technology equities—remain the primary beneficiaries of ongoing currency debasement, yet the endgame is now visible on the horizon as a wall of debt refinancing and inflation risk approaches. How Long Will The Liquidity Cycle Push Crypto Higher? Howell’s high-level assessment is stark. “We’re late. It’s not inflecting downwards yet—we’re still in an upswing—but… the liquidity cycle is about 34 months old. That’s pretty mature.” In his framework, cycles typically run five to six years. Pal’s Everything Code—a synthesis of demographics, debt, and the policy liquidity needed to roll that debt—arrives at a similar destination, albeit with a slightly shorter cadence and a crucial timing nuance. “My view is it’s been extended,” Pal says, adding that the peak “normally would have finished sometime this end of this year, but it feels like it’s going to push out.” Howell places the likely turn “around about early 2026,” with his model’s latest estimate at March 2026, while Pal is “in the camp of Q2” 2026. The difference is tactical; the thrust is the same: the late-cycle rally can run further, but investors are now operating inside the final act. At the center of that act is what Howell calls a structural transition “from Fed QE to Treasury QE.” The US Treasury’s heavy tilt to short-dated bills over coupons lowers the average duration of paper held by the private sector. “Very crudely, we tend to think that liquidity is equal to an asset divided by its duration,” Howell explains. Reducing duration mechanically boosts system liquidity. That issuance profile also corrals volatility and creates powerful bid auras: banks gladly absorb bills to match deposit growth, and, increasingly, so do stablecoin issuers managing cash to T-bill ladders. “If any credit provider buys government debt—particularly short-dated stuff—it’s monetization,” Howell notes. The result, in Pal’s summary, is that policymakers have shifted from balance-sheet expansion to a more complex “total liquidity” regime, where banks, money funds, and even crypto-native entities become the delivery rails of debasement. Related Reading: Elliott Management Warns Of ‘Inevitable Crypto Collapse’ Linked To White House Support The debate over near-term Fed liquidity hinges on reserves and the Treasury General Account. The quarterly refunding blueprint has telegraphed a rebuild of the TGA toward the high-hundreds of billions. Howell is unconvinced it happens quickly or fully, because draining that much cash would risk a repo spread spike, something the Fed and Treasury appear determined to avoid. “Everything I hear… is they want to manage that liquidity. They don’t want to pull the rips on the markets,” he argues, adding that the Fed has effectively been targeting a minimum level of bank reserves since last summer’s stress-test changes. “The Federal Reserve controls bank reserves in aggregate completely,” Howell says. Even if the TGA edges higher, “you can find other ways of injecting liquidity… through Treasury QE or getting the banks to buy debt.” Global Liquidity Remains Strong The global overlay is every bit as important. Europe and Japan, as Howell frames it, are net-adding liquidity; China has moved decisively to ease via the PBoC’s toolkit—repos, outright OMOs, and medium-term lending—after a stop-start attempt in 2023. Chinese 10-year yields and term premia have started to firm from depressed levels, which, paradoxically for asset allocators, “can be good” if it signals escape from debt-deflation toward reflation and a commodity up-cycle. “If you get this big Chinese stimulus continuing… that should mean stronger commodity markets,” Howell argues, with Pal adding that a revived China would restore the missing engine of the global business cycle even as liquidity remains the dominant market driver. Japan is the outlier with a fascinating twist. Disaggregating term premia shows the selling is concentrated in the ultra-long end, not the belly or front of the curve. Howell’s inference is a duration rotation rather than a full-curve sovereign dump—“a switch from bonds into equities”—consistent with mild-inflation regimes that favor stocks. Why tolerate it? Howell floats two possibilities: Japan “actually want[s] some inflation,” which quietly erodes debt burdens, and, more speculatively, “the Japanese are being told to ease monetary policy by the US Treasury,” keeping the yen weak to pressure China. He is careful to caveat, but the pattern—persistent yen weakness despite strong equity inflows—fits the policy-coordination narrative that Pal has long emphasized. The U.K. and France, by contrast, look like textbook supply-shock sovereigns. Here, term premia have risen across the curve, reflecting heavy issuance, swelling welfare-state obligations, and weak growth. Howell highlights that the U.K.’s “underlying term premium [is] up over 100 basis points in the last 12 months,” a move that cannot be waved away as a single budget misstep. The policy menu is narrow: higher taxes, eventual spending restraint (likely only enforced by a crisis or an IMF-style conditionality), and, ultimately, some form of monetization—whether relabeled QE, regulatory loosening to stuff more gilts into bank balance sheets, or de-facto yield-curve management. “Let’s not say never for [monetization] because that’s almost inevitably what’s going to happen,” Howell says. Hovering over all of it is the dollar. On Howell’s preferred real trade-weighted lens, the dollar remains in a secular up-channel with a cyclical correction in train. Rest-of-world balance-of-payments data still show net inflows to the dollar system. Pal and Howell agree that the administration wants a weaker dollar cyclically to ease the refinancing of the roughly half of global debt that is dollar-denominated, even if the dollar remains “fundamentally strong” as the world’s primary collateral system. That’s the paradox Pal underscores: “A weaker dollar allows people to refinance their debts… That ends up being the debasement of currency, even though you get dollar inflows.” Related Reading: Crypto At Risk — JPMorgan Warns Fed Cut Could Spark Crash In that debasement regime, both men argue, long-duration, liquidity-sensitive assets lead. “You’ve got to start thinking about how to invest in the monetary inflation world,” Howell says. Pal is explicit about the winners: technology and, crucially, crypto. He frames both as living within “log trend channels” that extend higher as cycles are elongated by policy engineering. The 2021 crypto blow-off, in his telling, was a sunset cycle; this time, the extension lengthens the price runway. Gold also fits the mosaic, but with a twist in its driver set. Pal observes that gold has decoupled from real rates and is now “highly correlated with financial conditions,” poised to break from a wedge if the dollar weakens and rates ease. Crypto stablecoins occupy a pivotal, and underappreciated, role in the architecture. Howell calls them a “conduit” for public-sector credit creation, while warning that deposits migrating from banks to stablecoins can curb traditional credit growth. Pal widens the lens: stablecoins are effectively a “fractionalized eurodollar market down to individual level,” giving any household in any jurisdiction access to dollar liquidity and, by extension, democratizing the demand base for US bills. It is not lost on either man that Europe is scrambling for its own digital-money answer, even if politics likely forces a central-bank-led route. The risks now crowd the 2026–2027 window. The COVID-era terming-out of corporate and sovereign debt will need to be rolled in size at meaningfully higher coupons. Howell also flags a cash-flow squeeze emanating from the corporate capex boom: “US tech companies [are] currently investing, what is it, a billion dollars a day in IT and infrastructure… over a couple of years that’s going to take about a trillion dollars out of money markets.” That drains liquidity even as profits rise. His historical analogue is the late-1980s sequence—rising yields, commodities firming, a policy signal misread, then an abrupt liquidity turn that cracked equities. He is not forecasting a crash, but he is clear that “we’re nearer the end than… the beginning.” For now, neither man is bearish on the next three to six months. Pal’s Global Macro Investor financial conditions index points to an expansion, and Howell expects “pretty decent Fed liquidity” to persist as authorities avoid repo stress and lean on duration management. “Through year end… generally I think it’s okay,” Howell says. “We will get wiggles… but the trend is intact and continues for a while.” The operative phrase is his earlier one: steady as she goes—into the liquidity endgame. Crypto sits squarely in that cross-current, the prime expression of monetary inflation even as the calendar inexorably advances toward a refinancing test that will decide whether today’s engineered extension ends in a soft plateau or a sharper turn. At press time, the total crypto market cap stood at $3.95 trillion. Featured image created with DALL.E, chart from TradingView.com
Analysts remained optimistic saying they expect new lifetime highs in BTC and outsized gains in select few tokens, such as HYPE, SOL and ENA.
The digital asset firm backed by the billionaire Winklevoss twins sold 15.2 million shares, and raised $425 million.
The malware has remained invisible to antivirus engines since first appearing a month ago and is particularly focused on crypto wallets.