The Commodity Futures Trading Commission (CFTC) is signaling that “true” Bitcoin perpetual futures could receive a US regulatory framework as soon as April, potentially pulling a large share of the $85 billion-a-day offshore derivatives complex onshore. For traders and market-structure… Read More »CFTC Eyes April Green Light to Onshore Bitcoin’s $85 Billion Perpetual Futures Market
Bitcoin’s price surged to just below $72,000 during the Asia trading session, even as South Korea’s equity market logged one of its sharpest two-day selloffs since the global financial crisis. The juxtaposition underscored how crypto can move to a different… Read More »Bitcoin Climbs Above $71,000 as South Korean Stocks Suffer an 18% Two‑Day Crash
Bitcoin’s latest reaction to geopolitical shock has exposed a growing fault line in its market structure: U.S. trading hours are increasingly driving upside, while Asia-led flows — long associated with “smart money” accumulation — are more often where profit-taking shows… Read More »Why U.S. Buyers Are Propping Up Bitcoin While International ‘Smart Money’ Takes Profit
U.S. broad money supply is back at all-time highs, yet Bitcoin is not. For crypto investors used to “liquidity up, BTC up” as a working rule of thumb, the current divergence between M2 and Bitcoin is forcing a rethink of… Read More »Why Surging U.S. M2 Money Supply Isn’t Lifting Bitcoin This Time
Bitcoin once again absorbed a major geopolitical shock over the weekend, whipsawing lower on news of U.S. and Israeli strikes on Iran before quickly recovering to the mid-$64,000 region. The initial selloff unfolded in thin weekend liquidity, but attention is… Read More »Bitcoin Shakes Off Iran Strike Shock, But ETF Flows May Decide Monday’s Direction
A new data-driven Bitcoin cycle framework, built on four full halving eras and stress-tested across multiple backtests, is projecting a deep but historically consistent drawdown into the next bear-market low. The model’s median path places the next cycle bottom in… Read More »New Bitcoin Halving-Cycle Model Points to $35,000 Bottom After 72% Drawdown
Bitcoin’s latest rally has been running with a powerful tailwind behind it: a record build-up of margin debt in U.S. securities accounts, emerging recession signals, and a growing U.S. Treasury buyback program that is reshaping some of the macro plumbing… Read More »Bitcoin’s $1.2 Trillion Margin Tailwind: How Leverage, Recession Fears, and Treasury Buybacks Shape the Next Move
Bitcoin is back near the center of the U.S. conversation, even as its price drifts further from last year’s peak. Search data shows American interest in Bitcoin has climbed to its highest level in roughly five years, a pattern that… Read More »Why U.S. Interest in Bitcoin Is Surging Even as Prices Slide
Bitcoin’s price used to lurch on crypto-native headlines — major corporate buys, exchange blowups, or regulatory scares. In early 2026, that center of gravity has shifted. The latest shock to US jobs data and a cooler inflation print pushed bond… Read More »Why Bitcoin Is Trading Like a Bond as Jobs Vanish and Inflation Cools
Bitcoin is barely moving, but the policy backdrop around it is shifting quickly. As the U.S. Supreme Court narrows one of the White House’s main emergency tariff tools, Donald Trump has pivoted to a little‑used provision of the 1974 Trade… Read More »Bitcoin’s 150-Day ‘Danger Zone’: How Trump’s 1974 Trade Law Tariff Pivot Changes the Macro Picture
On May 29, CME Group plans to switch its cryptocurrency futures and options to near-continuous, 24/7 trading on the CME Globex platform, pending regulatory review. For most derivatives desks, that is a straightforward market access upgrade. For Bitcoin traders, it… Read More »CME’s 24/7 Crypto Futures Will Erase the Bitcoin ‘Weekend Gap’ — Possibly for Good
Claims that there is “almost no cash on the sidelines” are ricocheting through both crypto and traditional finance. For Bitcoin investors and multi-asset portfolio managers, this isn’t just a social-media soundbite. It’s a lens on how exposed markets already are,… Read More »Why ‘No Cash on the Sidelines’ Could Push $7.7 Trillion Toward Bitcoin