31 articles
Roughly 600 institutional investors disclosed Bitcoin ETF positions in their most recent 13F filings. Among them: state pension funds, sovereign wealth vehicles, and the retirement systems of teachers, firefighters, and government employees. Millions of people now have Bitcoin exposure without knowing it.
Asia's three largest non-Chinese crypto markets are writing their rulebooks simultaneously — and reaching wildly different conclusions. South Korea bans leverage trading. Japan cuts crypto taxes to 20%. India quietly unbans exchanges while keeping its 30% flat tax. The regulatory arbitrage is just beginning.
Q1 2026: a Fed that refused to cut, a dollar that refused to weaken, and a global liquidity expansion that refused to wait for either. The quarter in full.
Bitcoin entered 2026 at $94K and exits Q1 at $69K. A 27% drawdown that reshuffled holders, stress-tested miners, and revealed institutional conviction vs retail retreat.
Global M2 shows the highest correlation with Bitcoin's price among all macro variables tested. The money printer dictates the trajectory — and it's running again.
CFTC Chairman Selig moves to bring crypto perpetual futures — a $100B daily market that exists almost entirely offshore — back to regulated US exchanges.
Ceasefire rumors sent oil below $100 and Bitcoin above $71K in hours. But Iran denies talks, derivatives show thin conviction. Relief rally or trap?
SEC Chairman Atkins outlined a three-path safe harbor giving crypto projects up to four years before full securities regulation. The biggest change since Howey.
February PPI surged 0.7% MoM — more than double expectations. Core wholesale inflation hit 3.9%. The March FOMC dot plot now projects just one cut in 2026.
Bitcoin retests $69,000 — the exact 2021 all-time high. What was once the ceiling is now the floor. If it holds, the macro structure survives.
Controlling just 2% of Lightning nodes is enough to deanonymize payments. As adoption accelerates, Lightning's privacy model deserves honest scrutiny.
A bipartisan deal on stablecoin yield could deliver crypto's first market structure law. Senate Banking Committee markup targeted for late April.