Arthur Hayes Warns Bitcoin May Stall Until Liquidity Returns

Key Takeaways: Arthur Hayes ties bitcoin’s outlook to global liquidity, with upside dependent on policy-driven liquidity. Geopolitics create a bearish setup as war risk, deleveraging, and AI-driven stress weigh on markets. Liquidity injections could lift bitcoin once credit stress forces intervention. Bitcoin Outlook Hinges on Liquidity Arthur Hayes’ latest market note, titled “No Trade Zone,” signals that bitcoin’s outlook is increasingly tied to global liquidity conditions rather than traditional macro indicators. On April 15, the Bitmex co-founder and Maelstrom CIO outlined a cautious stance, citing geopolitical tensions and artificial intelligence-driven…

Morgan Stanley’s MSBT Bitcoin ETF Wallets Now Publicly Trackable via Arkham

Key Takeaways: Arkham Intelligence labeled three onchain wallets backing Morgan Stanley’s MSBT ETF, which holds 1,348 BTC worth more than $100M. MSBT launched on April 8, 2026, with a 0.14% expense ratio, the lowest among major U.S. spot bitcoin ETFs, including Blackrock’s IBIT. Anyone can now monitor Morgan Stanley’s BTC accumulation in near real-time via Arkham’s live dashboard. Arkham Identifies Onchain Wallets Behind Morgan Stanley’s Spot Bitcoin ETF The fund, ticker MSBT, launched April 8, 2026, on NYSE Arca, making Morgan Stanley the first major U.S. bank to issue a…

Hex Trust Brings 1:1 Backed Wrapped XRP to Solana’s Ecosystem – Bitcoin News

Key Takeaways: Wrapped XRP launched on Solana this week, backed 1:1 by Hex Trust with roughly 834,498 wXRP in circulation. LayerZero’s OFT standard bridges wXRP across chains, giving Solana DeFi access to over $100 million in initial XRP liquidity. Phantom, Jupiter, and Meteora already support wXRP, with Ethereum and EVM chain expansions already in motion. XRP Is Now on Solana via Hex Trust The launch was confirmed by the official Solana X account, which posted “BREAKING: XRP is live on Solana” alongside a video and technical details. The token, known…

Bitcoin ETFs Add $664 Million as Assets Top $100 Billion Again

Key Takeaways: Bitcoin ETFs drew $663.91 million, pushing net assets above $100 billion. Ether ETFs added $127.49 million for seven straight days of inflows, showing steady institutional demand growth. XRP gained $13.74 million and Solana $13.04 million, signaling broader ETF participation across funds. Crypto ETFs Sustain Rally as Bitcoin Reclaims $100 Billion Milestone The week did not just end strong. It ended with authority. After days of building momentum, crypto ETFs delivered a decisive end to the week, with capital flowing in across the board and confidence returning in size.…

Polymarket Strait of Hormuz Odds Crash After Iran Fires on Tankers – Bitcoin News

Key Takeaways: Iran reportedly fired on at least one tanker and turned back 20+ vessels on April 18, pushing Polymarket’s April 30 normalization odds down 41% to 28%. The Strait of Hormuz May normalization market holds at 69% Yes, backed by $1.3 million in volume, after peaking near 82% on April 17. A full “Yes” resolution requires IMF Portwatch to log a 7-day moving average of 60+ ship arrivals before May 31, 2026. Iran Reimposed Hormuz Restrictions Hours After Reopening; Polymarket Contracts Shift Sharply Iran’s Foreign Minister had declared the…

Bitcoin CME Options Open Interest Stays Put-Heavy as Price Stalls Around $76,000

Key Takeaways: Bitcoin futures open interest fell 4.20% in 24 hours to $58.44B, led by a 35.92% OI collapse at BingX. CME posted a rare 2.61% OI gain while put options dominated its options book, signaling institutional hedging demand. Max pain for the April 24 expiry sits near $72K on Deribit and OKX, roughly $4K below Bitcoin’s current spot price. Bitcoin Futures and Options Markets Signal Defensive Positioning as April 2026 Expiries Loom According to stats logged by coinglass.com, total futures open interest across all tracked exchanges stood at 768,160…

Iran Closes Strait of Hormuz Hours After Trump Said It Would ‘Never’ Close Again – Bitcoin News

Key Takeaways: Iran re-imposed Strait of Hormuz controls on April 18, 2026, blaming the U.S. blockade and accusing Trump of making 7 false claims. Brent crude rebounded toward $94-$96 per barrel after dropping 9% on April 17, whipsawing oil futures markets. Bitcoin pulled back to the $75,800-$77,100 range after briefly clearing $78,000 on April 17, Strait reopening news. U.S. Blockade Blamed as Iran Shuts Strait of Hormuz Less Than a Day After Reopening The Strait of Hormuz is a narrow passage between Iran and Oman through which roughly 20% of…

Bitcoin ETF News: Goldman Files With SEC

Goldman Sachs filed a registration statement with the SEC on April 14 for the Goldman Sachs Bitcoin Premium Income ETF, the first bitcoin ETF news from the Wall Street giant that proposes directly issuing its own crypto income product rather than simply holding third-party spot funds. Summary The fund will invest at least 80% of net assets in instruments providing bitcoin exposure, primarily shares of spot bitcoin ETPs such as BlackRock’s IBIT and Fidelity’s FBTC, then sell call options on those positions to collect monthly premiums. The options overwrite level…

Euro-Based Stablecoins Vital to European Financial Sovereignty – Bitcoin News

Key Takeaways: Roland Lescure urged EU banks to launch euro stablecoins by 2026 to counter U.S. financial dominance. Tether leads the market with $185 billion, while Societe Generale’s euro coin holds just 107 million. The ECB plans to use the digital euro as a central anchor for tokenization efforts starting in 2026. The Widening Gap in Digital Liquidity French Finance Minister Roland Lescure issued a stark warning on Friday, labeling the current scarcity of euro-pegged stablecoins “not satisfactory” and calling on the bloc’s banking sector to aggressively pursue tokenized assets…

Bitcoin, Ether Lead Sustained Gains for Crypto ETFs

Key Takeaways Bitcoin ETFs added $26.05 million, led by Blackrock’s IBIT, extending a 3-day inflow streak. Ether ETFs gained $18.02 million over 6 days, signaling steady recovery despite mixed flows. XRP rose $11.87 million and Solana $15.5 million, suggesting broader ETF demand may continue. Bitcoin ETFs add $26 Million as Crypto Rally Broadens The ETF rally did not fade. It tightened. For a third consecutive session, crypto ETFs attracted fresh capital, reinforcing a recovery that is now beginning to look more durable. The pace slowed, but the direction remained intact.…