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Markets

Price action is the easy part; what moves it is the story. Our markets coverage tracks spot and derivatives flows, ETF creations and redemptions, stablecoin supply and the liquidity conditions that decide whether a move holds. Every number is sourced, and we say when the data is an estimate.

Bitcoin ETFs Bleed Cash While NYSE Bets on Avalanche for Tokenized Stocks
Markets

Bitcoin ETFs Bleed Cash While NYSE Bets on Avalanche for Tokenized Stocks

US spot Bitcoin ETFs shed another $201 million on Monday, extending BlackRock’s IBIT outflow streak to seven sessions, even as the NYSE chose Avalanche as the settlement layer for its planned 24/7 tokenized securities platform.

Theo WalshTheo Walsh·1d ago·3 min
Bitcoin Slides Toward $75K as Hot Jobs Data Lifts Fed Hike Bets and ETFs Bleed
Markets

Bitcoin Slides Toward $75K as Hot Jobs Data Lifts Fed Hike Bets and ETFs Bleed

A blowout US jobs report pushed December Fed hike odds near 77% and sent Bitcoin to its weakest level since August, while spot Bitcoin ETFs logged another $411.9M in outflows.

Priya NairPriya Nair·4d ago·4 min
Bitcoin Rebounds Above $80K as Midterms Reshape US Crypto Policy
Markets

Bitcoin Rebounds Above $80K as Midterms Reshape US Crypto Policy

Bitcoin climbed back above $80,000 on November 5 after the US midterms removed a major source of uncertainty and spot ETF inflows returned. Yet a Democratic Congress raises fresh questions for the future of crypto legislation.

Priya NairPriya Nair·6d ago·3 min
Evernorth Brings an XRP Treasury to Nasdaq as Bitcoin Holds Near $84K Before US Inflation Data
Markets

Evernorth Brings an XRP Treasury to Nasdaq as Bitcoin Holds Near $84K Before US Inflation Data

Ripple-backed Evernorth is set to start trading on Nasdaq as XRPN, while Bitcoin stalls just below $84,000 as US inflation data and Federal Reserve commentary loom.

Priya NairPriya Nair·Oct 12, 2026·3 min
U.S. Government Moves $1B in Bitcoin as Senate Probe Targets Tether Ties
Markets

U.S. Government Moves $1B in Bitcoin as Senate Probe Targets Tether Ties

Wallets linked to the U.S. government shifted about $1 billion in Bitcoin with no sign of a sale, while a Senate Democrat opened a new inquiry into Cantor Fitzgerald's ties to Tether.

Priya NairPriya Nair·Oct 9, 2026·4 min
U.S. Government Wallets Move $103M in Crypto as Bitcoin Slips Below $84,000
Markets

U.S. Government Wallets Move $103M in Crypto as Bitcoin Slips Below $84,000

Wallets linked to the U.S. government shifted roughly $103 million in Bitcoin and BNB, while a surge in oil prices and Treasury yields pushed Bitcoin below $84,000 and triggered hundreds of millions in long liquidations. Here is what is confirmed, what is not, and what traders are watching next.

Ethan BrooksEthan Brooks·Oct 7, 2026·3 min
Fed Opens Stablecoin Rulebook as Strategy Keeps Buying Bitcoin Into a Pullback
Markets

Fed Opens Stablecoin Rulebook as Strategy Keeps Buying Bitcoin Into a Pullback

The Federal Reserve's GENIUS Act stablecoin proposals are now open for public comment through November 30, while Strategy added 1,665 BTC as Bitcoin slipped toward $83,000 and ETF inflows cooled.

Priya NairPriya Nair·Sep 29, 2026·3 min
California Bans Official Memecoins as Solana ETFs Post Record $188M Inflows
Markets

California Bans Official Memecoins as Solana ETFs Post Record $188M Inflows

California Governor Gavin Newsom has signed AB 2409, barring state public officials from issuing memecoins. Meanwhile, U.S. spot Solana ETFs pulled in a record $188 million in a single week.

Priya NairPriya Nair·Sep 28, 2026·3 min
Bitcoin ETFs Swing Back to Positive as Crypto Market Holds Near $3 Trillion
Markets

Bitcoin ETFs Swing Back to Positive as Crypto Market Holds Near $3 Trillion

U.S. spot Bitcoin ETFs have erased a $5.8 billion deficit to turn positive for 2026, while the broader crypto market holds near $3 trillion with sentiment firmly in "Greed" territory

Priya NairPriya Nair·Sep 26, 2026·4 min
Bitcoin Falls Below $84K as Hot US PMI Data Meets Bitget's $352M Hack
Markets

Bitcoin Falls Below $84K as Hot US PMI Data Meets Bitget's $352M Hack

A stronger-than-expected US PMI reading reignited Federal Reserve rate-hike bets and pulled Bitcoin back below $84,000, just as crypto exchange Bitget confirmed a $352 million breach it now blames on North Korean hackers.

Priya NairPriya Nair·Sep 25, 2026·4 min
Bitcoin Holds Steady as Trump-Xi Summit Looms and BitMEX Shuts Down
Markets

Bitcoin Holds Steady as Trump-Xi Summit Looms and BitMEX Shuts Down

As Bitcoin consolidates above $86,000 ahead of a high-stakes Trump-Xi meeting, the crypto derivatives pioneer BitMEX has closed its doors for good after eleven years in the market.

Priya NairPriya Nair·Sep 24, 2026·4 min
Bitcoin Nears $90K as Record ETF Inflows Outweigh Senate's Crypto Bill Setback
Markets

Bitcoin Nears $90K as Record ETF Inflows Outweigh Senate's Crypto Bill Setback

A record billion-dollar Bitcoin ETF inflow day pushed BTC above $87,000, showing institutional demand can outweigh regulatory setbacks like the Senate's rejection of the CLARITY Act.

Priya NairPriya Nair·Sep 23, 2026·4 min
Bitcoin Tops $85,000 as a Short Squeeze Meets a Stalled CLARITY Act in Washington
Markets

Bitcoin Tops $85,000 as a Short Squeeze Meets a Stalled CLARITY Act in Washington

Bitcoin briefly climbed above $85,000 on Monday, its highest level since January, as short sellers were forced out of positions. In Washington, the CLARITY Act remains stuck after a failed Senate vote, leaving US crypto rules in the hands of regulators.

Ethan BrooksEthan Brooks·Sep 21, 2026·3 min
SEC and CFTC Move on US Crypto Rules Without Congress After CLARITY Act Failure
Markets

SEC and CFTC Move on US Crypto Rules Without Congress After CLARITY Act Failure

Two days after the Senate blocked the CLARITY Act, the SEC issued a five-year exemption for tokenized stock trading and the CFTC sent its crypto market rules to the White House for review.

Priya NairPriya Nair·Sep 19, 2026·3 min
Bitcoin Tops $77,400 as Bank of Japan Hikes Rates and US Congress Advances Landmark Crypto Bills
Markets

Bitcoin Tops $77,400 as Bank of Japan Hikes Rates and US Congress Advances Landmark Crypto Bills

Bitcoin holds above $77,000 after the Bank of Japan's rate hike to 1.25%, while two major crypto bills — a Strategic Bitcoin Reserve act and a digital asset tax framework — clear key House committees in Washington.

Priya NairPriya Nair·Sep 18, 2026·4 min
US Crypto Roundup: Bitcoin Reserve Bill Clears House Panel as Fed Rate Hike Tests Market Nerves
Markets

US Crypto Roundup: Bitcoin Reserve Bill Clears House Panel as Fed Rate Hike Tests Market Nerves

A House committee advanced Trump's Strategic Bitcoin Reserve into law on a party-line vote, hours before the Fed's first rate hike since 2023 sent bitcoin briefly below $76,000.

Priya NairPriya Nair·Sep 17, 2026·3 min
US Crypto Policy in Flux: CLARITY Act Stalls in Senate as House Pushes Bitcoin Reserve Bill
Markets

US Crypto Policy in Flux: CLARITY Act Stalls in Senate as House Pushes Bitcoin Reserve Bill

The Senate's CLARITY Act failed a key cloture vote on September 15, while the House Financial Services Committee moved a day later to codify a Strategic Bitcoin Reserve into law — a split week for U.S. crypto regulation.

Priya NairPriya Nair·Sep 16, 2026·5 min
US Crypto Market Rallies as Senate Weighs Landmark CLARITY Act
Markets

US Crypto Market Rallies as Senate Weighs Landmark CLARITY Act

Bitcoin neared $78,000 and Ethereum topped $2,500 as the crypto market gained 3% on September 15, with traders positioning ahead of a pivotal Senate cloture vote on the CLARITY Act.

Priya NairPriya Nair·Sep 15, 2026·3 min
Bitcoin Holds Near $78K as Senate Braces for Pivotal CLARITY Act Vote
Markets

Bitcoin Holds Near $78K as Senate Braces for Pivotal CLARITY Act Vote

Bitcoin trades near $77,500 as ETF outflows rise and the Fed decision looms — while the Senate's make-or-break cloture vote on the CLARITY Act arrives September 15

Priya NairPriya Nair·Sep 14, 2026·4 min
Bitcoin Braces for First Fed Rate Hike Since 2023 as Senate's Make-or-Break Crypto Vote Looms
Markets

Bitcoin Braces for First Fed Rate Hike Since 2023 as Senate's Make-or-Break Crypto Vote Looms

Two decisions set for the same week could reshape US crypto policy: an 87% market-implied chance of a Fed rate hike on September 16, and a Senate cloture vote on the CLARITY Act just one day earlier.

Priya NairPriya Nair·Sep 12, 2026·4 min
Bitcoin Slides Toward $77K as Senate Advances Crypto Regulation Bill
Markets

Bitcoin Slides Toward $77K as Senate Advances Crypto Regulation Bill

Bitcoin fell to about $77K on hot inflation data and Middle East tensions, while the Senate's revised CLARITY Act adds CFTC registration rules ahead of a Sept. 15 vote.

Priya NairPriya Nair·Sep 11, 2026·4 min
Bitcoin Drops Below $79K as Senate Prepares Make-or-Break CLARITY Act Vote
Markets

Bitcoin Drops Below $79K as Senate Prepares Make-or-Break CLARITY Act Vote

Bitcoin slipped under $79,000 on strong U.S. jobs data while Washington gears up for a critical September 15 Senate vote on the CLARITY Act — a pivotal week for U.S. crypto markets and regulation.

Theo WalshTheo Walsh·Sep 8, 2026·3 min
US Crypto Markets Cool Off as Senate's CLARITY Act Vote Looms
Markets

US Crypto Markets Cool Off as Senate's CLARITY Act Vote Looms

Bitcoin eased to $79,794 as the global crypto market cap slipped 0.3%, but attention is shifting to Washington, where the Senate's September 15 cloture vote could decide the CLARITY Act's fate for 2026.

Priya NairPriya Nair·Sep 7, 2026·3 min
Sheriffs Drop Opposition to CLARITY Act as Bitcoin ETFs Rebound Past $80,000
Markets

Sheriffs Drop Opposition to CLARITY Act as Bitcoin ETFs Rebound Past $80,000

A major U.S. law enforcement group has stepped back from opposing landmark crypto legislation just as Bitcoin ETFs snap back from early-September outflows — two signals that momentum may be building for both Washington and Wall Street.

Ethan BrooksEthan Brooks·Sep 5, 2026·4 min
Bitcoin and Ethereum Slide as Iran Conflict Escalates While Senate Sets Up Make-or-Break CLARITY Act Vote
Markets

Bitcoin and Ethereum Slide as Iran Conflict Escalates While Senate Sets Up Make-or-Break CLARITY Act Vote

Bitcoin and Ethereum opened lower on September 2 as renewed U.S.-Iran military strikes rattled markets, while Washington prepares for a critical September 15 Senate vote that could decide the fate of U.S. crypto market-structure regulation.

Priya NairPriya Nair·Sep 2, 2026·4 min
Fed Rate-Hike Bets and Iran Sanctions Crackdown Rattle U.S. Crypto Markets
Markets

Fed Rate-Hike Bets and Iran Sanctions Crackdown Rattle U.S. Crypto Markets

Bitcoin and Ethereum slipped Tuesday as traders priced in a near two-thirds chance of a September Fed rate hike, while Washington widened its sanctions reach over Iran's crypto sector — a one-two punch of monetary and regulatory pressure hitting U.S. digital asset markets on the same day.

Priya NairPriya Nair·Sep 1, 2026·4 min
Strategy Buys $370M in Bitcoin as Fed Rate-Hike Fears Grip the Market
Markets

Strategy Buys $370M in Bitcoin as Fed Rate-Hike Fears Grip the Market

Strategy resumed Bitcoin purchases after a 10-week pause, spending $370 million, even as hawkish Fed signals and Middle East tensions keep US crypto markets under pressure.

Priya NairPriya Nair·Aug 31, 2026·4 min
Spot Ether ETFs log record weekly inflows as the staking debate reopens
Markets

Spot Ether ETFs log record weekly inflows as the staking debate reopens

A fresh wave of net inflows into US spot Ether ETFs has revived the industry's most consequential unanswered question: whether these funds will ever stake the ETH they hold, and what happens to redemptions if they do.

·Jun 19, 2026·7 min
Bitcoin miners hedge production as hashrate sets another record
Markets

Bitcoin miners hedge production as hashrate sets another record

As Bitcoin's hashrate grinds to fresh highs, the miners securing the network are locking in future revenue rather than betting on it, a defensive turn that reshapes how coins reach the market.

·Jun 1, 2026·6 min
CME crypto futures volumes set a quarterly record
Markets

CME crypto futures volumes set a quarterly record

Record volumes in regulated crypto futures point to deeper institutional involvement, and to a market that increasingly runs through hedged, cash-settled derivatives rather than spot alone.

·May 26, 2026·6 min
How to read on-chain data for market timing: a beginner’s map
Markets

How to read on-chain data for market timing: a beginner’s map

On-chain data reveals what crypto holders actually do, not what they say — and it describes the market rather than predicting price. A beginner's map to reading it well.

·Apr 26, 2026·12 min
A beginner’s guide to reading a token’s distribution
Markets

A beginner’s guide to reading a token’s distribution

Price tells you what a token costs. Its distribution tells you who gets paid when it rises, and whether that person is you or an insider waiting on a cliff to unlock.

·Apr 14, 2026·10 min
A guide to surviving your first bear market
Markets

A guide to surviving your first bear market

Bull markets make money; bear markets decide whether you keep it. A mechanism-first field guide to drawdowns, psychology, leverage, position sizing, and staying solvent and sane.

·Apr 2, 2026·13 min
The difference between price and value in crypto
Markets

The difference between price and value in crypto

Price is what the market quotes you today; value is what an asset can actually deliver. Confusing the two drives most bad decisions in crypto. Here is how to tell them apart.

Priya NairPriya Nair·Mar 30, 2026·12 min