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Bitcoin ETFs sold in 7 of 8 big crashes, DWF Labs finds
Market Research

Bitcoin ETFs sold in 7 of 8 big crashes, DWF Labs finds

A DWF Labs report says US spot Bitcoin ETFs saw outflows in nearly every major selloff since launch, undercutting the idea that Wall Street buys the dip.

Alex Rivera· ·2 min read
Bitcoin's inflation hedge has a price tag, and leverage raises it
Market Research

Bitcoin's inflation hedge has a price tag, and leverage raises it

US consumer prices rose 3.7% in September. Holding Bitcoin as inflation protection can still leave you behind once borrowing costs, forgone interest and futures fees are counted.

Daniel Okoro· ·2 min read
Bitwise CIO: Bitcoin Wins Whether the AI Boom Lasts or Not
Market Research

Bitwise CIO: Bitcoin Wins Whether the AI Boom Lasts or Not

Matt Hougan says three very different AI futures all end the same way for Bitcoin: higher.

Mia Chen· ·2 min read
Bitcoin's AI bull case meets a BIS paper on jobless growth
Market Research

Bitcoin's AI bull case meets a BIS paper on jobless growth

Bitwise's Matt Hougan says almost every macro path favors Bitcoin, but a new BIS working paper models an AI scenario that could complicate that story.

Sofia Marek· ·2 min read
IMF: Over Half of Tokenized US Stock Trading Happens After Hours
Market Research

IMF: Over Half of Tokenized US Stock Trading Happens After Hours

A sample of five tokenized stock products shows most volume landing outside Wall Street's regular session, with volatility around 1.5 times that of traditional equivalents.

Sofia Marek· ·2 min read
Big Tech's AI Debt Boom Is Threatening Bitcoin's Macro Rally
Market Research

Big Tech's AI Debt Boom Is Threatening Bitcoin's Macro Rally

Fed minutes link AI corporate borrowing to persistent yield pressure, creating a lingering drag on crypto markets.

Sofia Marek· ·2 min read
Bank Reserves Dropped $88B. Bitcoin Isn't Squeezed Yet
Market Research

Bank Reserves Dropped $88B. Bitcoin Isn't Squeezed Yet

A single-day $88 billion drop in bank reserves sounds like a liquidity nightmare for Bitcoin, but the weekly average paints a totally different picture.

Daniel Okoro· ·1 min read
Standard Chartered Predicts ENA Will Hit $2 by 2028
Market Research

Standard Chartered Predicts ENA Will Hit $2 by 2028

Standard Chartered sees ENA topping $2 as Ethena pushes its USDe synthetic dollar toward a $40 billion market cap.

Alex Rivera· ·1 min read
Hedge Funds Add 1,669 BTC Shorts Ahead of Fed Decision
Market Research

Hedge Funds Add 1,669 BTC Shorts Ahead of Fed Decision

Leveraged funds just pushed their combined net short position in Bitcoin futures to nearly 39,877 BTC right before the Federal Reserve's next policy update.

Daniel Okoro· ·2 min read
Bernstein Sees 31% Stock Jump as Robinhood Chain Outruns Solana Fees
Market Research

Bernstein Sees 31% Stock Jump as Robinhood Chain Outruns Solana Fees

Bernstein projects a 31% stock rally for Robinhood after its new blockchain pulled in $33 million in fees in just 15 days.

Alex Rivera· ·1 min read
Bitcoin Futures See $14B Volume Spikes Every 15 Minutes
Market Research

Bitcoin Futures See $14B Volume Spikes Every 15 Minutes

Trading in Bitcoin perpetual futures surges on a strict schedule—right on the hour and every 15 minutes after.

Mia Chen· ·2 min read
Benchmark Projects 150% Upside for Bitdeer on $4.7B AI Expansion
Market Research

Benchmark Projects 150% Upside for Bitdeer on $4.7B AI Expansion

Bitcoin mining cash flow is funding Bitdeer's $4.7 billion buildout in artificial intelligence infrastructure.

Mia Chen· ·1 min read