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Macro context, on-chain flows, and trading data.

Article

Markets7 hours ago

Bitcoin Volatility Curve Shows Midterm Bump Nov. 2

Article

Markets11 hours ago

Crypto Markets Face a Busy Week With Binance Fallout, U.S. Midterms and Jobs Data Ahead

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Markets13 hours ago

Bitcoin Volatility Curve Shows Midterm Bump Nov. 2

Bitcoin volatility showed a midterm bump on Nov. 2, 2026, with the term structure indicating elevated implied risk at intermediate maturities. The shift highlights traders’ focus on mid-horizon outcomes, with pricing diverging from nearer and longer-dated tenors. The development matters for hedging, options strategies and risk management across BTC markets.

Article

MarketsJames Walker · 11 hours ago · 2 min

Crypto Markets Face a Busy Week With Binance Fallout, U.S. Midterms and Jobs Data Ahead

Bitcoin enters the week of Nov. 2 with 3 catalysts in focus: the market fallout from a Binance hack, U.S. midterm elections, and the monthly jobs report. Investors are watching how these events intersect to shape liquidity, policy expectations and risk appetite across cryptocurrency markets.

Article

MarketsEmma Collins · 13 hours ago · 2 min

Bitcoin ETFs post $643M outflows on Friday rout

Bitcoin ETFs shed $643 million on Friday, the first trading day after the Binance hack, marking the largest one-day withdrawal since June 25. The setback leaves 2026 only marginally positive for flows, underscoring fragile risk appetite around BTC-linked funds and their sensitivity to security shocks.

Article

MarketsJames Walker · 14 hours ago · 2 min

Bitcoin nears $79K as markets shrug off major hack

Bitcoin (BTC) rebounded toward $79,000 on Monday as broader crypto markets looked past the sector’s largest known hack. Zcash (ZEC) led major cryptocurrencies, while oil prices slipped on a report that Donald Trump favors giving Iran diplomacy more time ahead of U.S. midterm elections on Tuesday.

Article

MarketsEmma Collins · 31 Oct, 2026 · 3 min

Binance Buys Back Tokens as Ethena Sends 128.6M ENA

Binance is repurchasing assets lost in its $6.3 billion hack, with blockchain trackers flagging activity on October 31. Wallets linked to Ethena moved 128.63 million ENA—about $24 million—into a Binance deposit address in several tranches, aligning with on-chain data showing the exchange is sourcing coins via market channels and OTC deals.

Article

MarketsJames Walker · 31 Oct, 2026 · 6 min

Binance’s $6.3 Billion Hot Wallet Breach: How the Attack Unfolded

Binance suffered a security breach on October 29 that resulted in approximately $6.3 billion in unauthorized withdrawals across multiple blockchains. The incident involved malicious wallet authorizations, an extensive laundering operation, billions in frozen assets and a recovery plan backed by Binance’s company funds.

Article

MarketsJames Walker · 30 Oct, 2026 · 2 min

Bitcoin Dips to $76,300 as Binance Confirms $6.3B Hack

Bitcoin (BTC) fell to around $76,300 on Thursday after Binance confirmed a security breach with an estimated $6.3 billion impact. BTC had touched a 24-hour high of $81,890 earlier before the selloff, which coincided with widespread liquidations. Binance said part of the funds, roughly $3 billion, were frozen onchain.

Article

MarketsJames Walker · 29 Oct, 2026 · 3 min

ICE plans U.S. venue for Hyperliquid perpetual futures

Hyperliquid perpetual futures could come to the U.S. as Intercontinental Exchange plans a new venue offering 24/7 perpetual contracts across stocks, commodities and crypto, pending Commodity Futures Trading Commission approval. ICE is also investing in Trade, aligning capital and infrastructure to support the rollout if regulators clear the model.

Article

MarketsEmma Collins · 29 Oct, 2026 · 3 min

Bitcoin Traders Eye Key Inflation Inflection Chart

Bitcoin (BTC) traders are watching one pivotal chart that has reached an inflation inflection point, a setup that could sway pricing across risk assets. The signal matters now because it may influence how inflation trends develop next and, in turn, how bitcoin and tech stocks are repriced.

Article

MarketsEmma Collins · 29 Oct, 2026 · 3 min

Ripple RLUSD Gets Moody’s A2/P-1 After US Bank Nod

Ripple USD (RLUSD) received investment-grade ratings from Moody’s on Oct. 27, one day after Ripple won final approval for a national trust bank. Moody’s assigned A2 long-term and P-1 short-term deposit ratings, citing RLUSD’s backing and redemption framework. Ripple targets 103% reserve coverage, with bankruptcy risks noted in the assessment.

Article

MarketsJames Walker · 28 Oct, 2026 · 3 min

DTCC launches tokenization for $30T in eligible securities

The Depository Trust & Clearing Corporation (DTCC) launched a tokenization service Wednesday, enabling blockchain-based representations of traditional assets. At launch, 34 eligible securities representing about $30 trillion in market value are supported across the Canton Network and DTCC’s private Besu blockchain, covering select Russell 1000 large-cap stocks, ETFs, and U.S. Treasuries.

Article

MarketsJames Walker · 28 Oct, 2026 · 3 min

Bitcoin Rebounds Above $81K as Pepe Jumps 9%

Bitcoin (BTC) rebounded above $81,000 as an Asian chip rally lifted risk assets, with memecoin Pepe up 9%. The move follows $176 million of spot Bitcoin ETF inflows and comes ahead of a 18:00 UTC Federal Reserve decision, with futures pointing to firmer risk appetite and traders eyeing policy guidance.

Article

MarketsEmma Collins · 28 Oct, 2026 · 3 min

Bitcoin Averages 53.7% Gain After Midterms; S&P 15%

Bitcoin (BTC) has averaged a 53.7% gain in the 12 months following U.S. midterm elections, with the S&P 500 up 15%. With the next vote on Nov. 3, history points to a constructive backdrop for crypto and equities. Bitcoin last traded near $84,459.46.

Article

MarketsEmma Collins · 27 Oct, 2026 · 3 min

Bitcoin risk mood cools as JPMorgan flags AI funding

Bitcoin sentiment faces a reality check as lenders reevaluate AI-branded borrowers. On Oct. 23, a J.P. Morgan Private Bank strategist said the “AI” label no longer secures funding. That matters for crypto, where AI-fueled risk-taking has supported appetite for bitcoin since late 2022.

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MarketsJames Walker · 27 Oct, 2026 · 2 min

Bitcoin Odds Hit 21% for US Treasury Buy on Kalshi

Bitcoin odds on Kalshi rose to 21% that the U.S. Treasury will buy BTC by Jan. 1, 2028, even as trading interest remains thin. A shorter-dated market for 2026 shows just 2%, and the longer market has only $1,617 in total volume. The contract requires a formal purchase announcement.

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MarketsJames Walker · 26 Oct, 2026 · 3 min

Crypto Week Ahead: Central Bank Rate Calls and Coinbase Results to Watch

Crypto markets face a dense macro slate this week as four central banks decide policy from Wednesday to Friday and Coinbase reports earnings. The focus is not the headline rate, but guidance from officials, including Federal Reserve Chair Kevin Warsh, which could shape digital-asset positioning into December.

Article

MarketsJames Walker · 26 Oct, 2026 · 3 min

Bitcoin slips below $80K as traders de-risk pre-Fed

Bitcoin (BTC) fell nearly 2% to about $79,800 on Monday morning in Asia as traders reduced risk ahead of this week’s Federal Reserve meeting. The pullback matters because positioning into the policy decision is pressuring major cryptocurrencies and risk assets in tandem.

Article

MarketsEmma Collins · 26 Oct, 2026 · 3 min

Stablecoin Market Sheds $12.73B as USDT Holds 60.74%

The stablecoin market fell by $12.73 billion since May 22, landing at $300.36 billion as of October 25, 2026. Tether’s USDT remains dominant at 60.74% market share while USD Coin lost $4.69 billion over 30 days. The pullback raises questions about crypto’s remaining dry powder and what it signals for risk appetite.

Article

MarketsEmma Collins · 23 Oct, 2026 · 3 min

Bitcoin Decouples From Midterm Bottoms by 125 Days

Bitcoin (BTC) is diverging from its past midterm-cycle bottoming pattern, with the 2026 cycle’s lowest price so far set on July 1 at $57,850—125 days before the Nov. 3 U.S. midterms. The timing shift matters for traders who track election-linked seasonality as BTC trades near $84,459 roughly 10 days before the vote.

Article

MarketsJames Walker · 23 Oct, 2026 · 2 min

Kazakhstan Clears Kraken After 18% Bitcoin Mining Share

Kraken’s parent company, Payward, secured in-principle approval on Thursday to expand into Kazakhstan, positioning the exchange to offer trading, investment services, and digital asset custody. The move follows Kazakhstan’s shift from hosting 18% of global Bitcoin mining in 2021 to building a more tightly regulated cryptocurrency industry.

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MarketsJames Walker · 22 Oct, 2026 · 3 min

China Moves to Confiscate 61,800 BTC in $5.7B Fraud Case

Bitcoin tied to a nationwide fraud is the target of a seizure effort in China, with prosecutors seeking more than 61,800 BTC linked to a 40.378 billion yuan scheme. The case dates to 2014–2017 and matters for investors because losses neared 20 billion yuan across 102,000 victims.

Article

MarketsEmma Collins · 22 Oct, 2026 · 3 min

Bitcoin dips below $82K as DeFi gauge drops 5.6%

Bitcoin fell below $82,000 on Thursday as renewed skepticism over AI spending following mixed Tesla and Meta earnings pressured risk assets in Asia. The drop of as much as 2.9% marked the steepest in two weeks, with DeFi tokens leading declines and ether sliding 2.6% toward $2,400.

Press Release

MarketsJames Walker · 22 Oct, 2026 · 2 min

Bitcoin Outlook Hinges on Federal Reserve Policy Path

Bitcoin faces a pivotal fourth quarter as Federal Reserve policy steers market direction. Nexo’s analysis says growth can persist if rates are held steady or reduced, while a hawkish shift risks pullbacks. After a third‑quarter recovery, inflation trends and institutional demand will determine what comes next.

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MarketsJames Walker · 21 Oct, 2026 · 3 min

Blockchain.com CEO: 'Crypto Spring' Here amid 30+ Rulemakings

Blockchain.com Co-CEO Lane Kasselman said 'crypto spring' has arrived as institutions drive the market, weeks before U.S. midterms. He pointed to growing bipartisan support in Congress, ongoing 30+ SEC and CFTC rulemakings, and a new options trading launch, signaling momentum for digital assets regardless of election outcomes.

Article

MarketsEmma Collins · 21 Oct, 2026 · 3 min

Bitcoin Holds $83K as Zcash Jumps 11% on NU7 Upgrade

Bitcoin hovered near $83,000 on Wednesday Asian morning hours after a 1.3% rise to about $82,700, as upbeat AI-linked earnings from SpaceX and Super Micro Computer lifted tech sentiment across Asia. Zcash gained 11% to roughly $1,260 after developers set the mainnet activation height for the NU7 network upgrade.

Article

MarketsJames Walker · 20 Oct, 2026 · 5 min

Top 10 Crypto Market Making Companies to Know in 2026

Explore 10 crypto market-making companies in 2026, including Wintermute, GSR, WallStreet Market Maker, Flowdesk and other digital asset liquidity providers.

Article

MarketsEmma Collins · 20 Oct, 2026 · 3 min

Multicoin Capital Sticks to Crypto, $2.7B Firm Keeps HYPE

Multicoin Capital is doubling down on crypto, maintaining Hyperliquid’s HYPE token as the largest position in its hedge fund while avoiding standalone AI investments. The Austin-based investment manager oversees about $2.7 billion and says its competitive advantage remains in digital assets, underscoring a contrarian stance as capital flows toward artificial intelligence.

Article

MarketsEmma Collins · 19 Oct, 2026 · 3 min

Crypto Week Ahead: CME to List BCH, Uniswap Futures; BCH at $278.78

Bitcoin Cash (BTC) will be joined by Bitcoin Cash (BCH) and Uniswap (UNI) futures at CME Group as early as Monday, pending regulatory review. BCH traded at $278.78. Global price data and flash October PMIs due Friday add macro crosscurrents that could steer cryptocurrency markets this week.

Article

MarketsJames Walker · 19 Oct, 2026 · 3 min

Bitcoin Holds $82.5K as China GDP 4.5% Lifts Risk

Bitcoin (BTC) traded near $82,500 on Monday, up 1.3% over 24 hours, as China’s GDP grew 4.5% year over year and lower oil prices improved risk appetite. Nasdaq futures rose more than 1%, while Japan’s Nikkei gained 1.8% and South Korea’s Kospi advanced 0.6%, lifting risk sentiment across markets.

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MarketsEmma Collins · 17 Oct, 2026 · 3 min

Bitcoin Seen Winning as Hayes Hits $1T AI Boom, Nasdaq -2.5%

Bitcoin (BTC) stands to benefit from an overheated artificial intelligence buildout, Arthur Hayes said this week, arguing AI spending is burning cash under a government backstop. His comments landed as chip stocks marked an eighth straight down day and the Nasdaq 100 fell 2.5%, amplifying scrutiny of a $1 trillion AI investment surge.