Topic desk
Crypto flows, derivatives, market structure, institutions, and macro drivers.
· Markets & Macro
Iran eased currency rules to allow exporters to fund imports with overseas earnings without first selling foreign currency at official rates, as reported by the Financial Times.
· Markets & Macro
Tom Lee's Bitmine added $70 million in Ethereum, bringing total holdings to 5.93 million ETH.
· Markets & Macro
Tom Lee's Bitmine expanded its treasury holdings with another $70 million purchase of Ethereum.
· Markets & Macro
Investors are adjusting positions based on central bank rate expectations rather than exiting Bitcoin, according to CoinShares data.
· Markets & Macro
Analysts note subdued volatility in Bitcoin while the percentage of supply in profit approaches key historical transition levels.
· Markets & Macro
Market analysis indicates Bitcoin price action reacted less than gold during recent movements in Treasury yields.
· Markets & Macro
Bitcoin rose as a weaker U.S. dollar supported broader risk assets, while Arbitrum and PONS extended recent gains.
· Markets & Macro
U.S. Bitcoin ETFs logged $101.15 million in net inflows, while Ethereum and XRP ETF daily inflow streaks came to a halt.
· Markets & Macro
One bitcoin now purchases over 18 ounces of gold as crypto outperforms bullion during dual rallies.
· Markets & Macro
Bitcoin held firm despite rising oil prices and expectations of Federal Reserve interest rate hikes.
· Markets & Macro
Binance expanded its TradFi push by adding options on 1,000 US stocks and ETFs.
· Markets & Macro
IBIT has posted a 67.74% gain since its January 2024 launch, slightly outperforming Vanguard's S&P 500 index fund.
· Markets & Macro
Asset manager Strive purchased 1,800 BTC, expanding its corporate treasury holdings to 23,156 bitcoin.
· Markets & Macro
Market-implied probabilities for a September Federal Reserve rate hike stay under 60% despite recent hawkish remarks.
· Markets & Macro
Bitcoin prices traded sideways near $78,000 as market participants evaluated recent price action.
· Markets & Macro
Spot Bitcoin ETFs shed $201.9 million on Aug. 28, ending a nine-day inflow streak.
· Markets & Macro
Bitcoin experienced volatile monthly close price action alongside US bond yields eying new 20-year highs.
· Markets & Macro
Spot Bitcoin ETFs pulled in $338 million in a single session, extending a six-day streak of inflows totalling $2.26 billion.
· Markets & Macro
Nvidia reported record revenue of $96.2 billion for the quarter, doubling prior figures and disclosing $366 billion in future commitments.
· Markets & Macro
Charles Schwab is expanding its retail crypto trading access by adding Solana, Avalanche, and Chainlink.
· Markets & Macro
Bitmine purchased an additional 32,447 ether as Tom Lee commented on ETH price trends.
· Markets & Macro
Nvidia reported quarterly revenue of $96.2 billion with after-hours share movement.
· Markets & Macro
Bitwise launched self-custodied tokenized stock portfolios rebalancing Coinbase tokenized assets for non-US investors.
· Markets & Macro
CoinDesk reported that billionaire investor Druckenmiller argued the Treasury's bond buyback plan fights the market and removes a vital check on government borrowing and fiscal accountability.
· Markets & Macro
Bitcoin reached $78,000 amidst a broad crypto market rebound.
· Markets & Macro
US spot bitcoin ETFs logged $517 million in net inflows, marking the largest daily inflow total in 3.5 months.
· Markets & Macro
Securitize is bringing Neuberger Berman's fixed-income platform onchain via the HINC fund across multi-chain networks.
· Markets & Macro
Payward posted $508M in Q2 adjusted revenue as growth broadened.
· Markets & Macro
Hyperscale Data sold 685 bitcoin for approximately $43 million to fund its Michigan AI data center.
· Markets & Macro
Hyperliquid traders price Unitree at approximately 4x its IPO valuation.
· Markets & Macro
Figure reported second-quarter net income rose 192% to $87 million as loan marketplace volume increased to $4.3 billion.
· Markets & Macro
Kraken parent Payward reported Q2 adjusted revenue of $508 million while funded accounts grew 42% to 6.6 million.
· Markets & Macro
Pre-launch perpetual contracts on Hyperliquid valued robotics company Unitree Robotics at nearly $38 billion.
· Markets & Macro
Goldman Sachs acquired NEOS Investments in a $2.25 billion deal, expanding its derivative platform to $130 billion in total ETF assets.
· Markets & Macro
Coinbase launched perpetuals, futures, and options to UK professional clients following its MiFID licensing.
· Markets & Macro
Bitwise reduced its global workforce by approximately 14%, bringing headcount to around 155 employees.
· Markets & Macro
Grayscale filed to withdraw registration statements for single-asset ETF trusts targeting Cardano, Polkadot, and Hedera, terminating plans for spot offerings for those tokens.
· Markets & Macro
Grayscale filed requests to withdraw registration statements for single-asset spot exchange-traded funds targeting Cardano, Polkadot, and Hedera, stating no securities were sold.
· Markets & Macro
Robinhood launched cryptocurrency trading within its primary mobile application in the United Kingdom, powered by its Bitstamp infrastructure.
· Markets & Macro
CryptoQuant reported that large holders are accumulating bitcoin, ether, and XRP despite ongoing price pressure.
· Markets & Macro
JPMorgan analysts noted growing competition for Hyperliquid as HYPE ETF inflows stall.
· Markets & Macro
Bitcoin day-ahead commentary noted that low volatility does not imply absent market risk.
· Markets & Macro
American Bitcoin reported expanding its treasury to 8,002 BTC following Q2 production of 932 BTC and Q2 revenue of $67 million.
Metrics reflect unverified corporate earnings filings rather than on-chain audit data.
· Markets & Macro
A draft Ethereum Improvement Proposal (EIP-8361) suggests dynamically adjusting issuance by burning validator rewards as the total staked ETH rises toward a dynamic threshold.
Represents an early draft EIP without core developer consensus or scheduled network upgrade.
· Markets & Macro
Cloudflare introduced early wallet handle registration for AI agent stablecoin payments, with actual payment functionality scheduled for a later release.
Developer tooling announcement with no current market trading or liquidity impact.
· Markets & Macro
American Bitcoin reported Q2 revenue of $67 million and increased its treasury reserve to 8,002 BTC following quarterly mining output of 932 BTC.
· Markets & Macro
Cloudflare introduced wallet handles for AI agents with plans to enable stablecoin payment features in a future release.
· Markets & Macro
Bitcoin traded near $63,755 within a tight range after ISM Manufacturing PMI printed 55.6 and Federal Reserve officials split 9-3 on interest rate policy ahead of key U.S. employment reports.
· Markets & Macro
Russian authorities issued a governmental decree adding Moscow, the Moscow Region, and parts of Kursk Region to the nation's crypto mining ban list through 2032 due to local power grid capacity concerns.
· Markets & Macro
Hut 8 subsidiary American Bitcoin disclosed that its corporate treasury expanded to 8,002 BTC after producing a record 932 BTC in Q2 2026, boosting quarterly revenue 8% to $67 million.
· Markets & Macro
MicroStrategy (Strategy) maintained its STRC preferred stock dividend yield at 12% despite shares trading below the $100 par value.
· Markets & Macro
Cathie Wood's Ark Invest sold shares of Bitmine, Robinhood, Bullish, and Block while increasing holdings in Coinbase and Circle.
· Markets & Macro
MicroStrategy posted an $8.2 billion Q2 loss while building a cash reserve covering over two years of dividend payments.
· Markets & Macro
Coinbase net revenue from non-bitcoin spot trading reached 88% in Q2 as share price slipped after earnings.
· Markets & Macro
BTC added 0.75% before the Federal Reserve's rate decision. Inflation at 4.1% keeps an increase firmly on the table even as oil prices ease.
· Markets & Macro
US spot Bitcoin ETFs are on track to record their lowest monthly net inflow total since their market launch.