Bitcoin and Stocks Find a Floor, But Bond Market Says Risk-Off Isn’t Over

Bitcoin (BTC) is trading above $70,000, recovering nearly 10% this week as global markets attempt to stabilize following a sharp geopolitical sell-off. However, while equities and crypto have established a temporary floor, the bond market is signaling that risk-off sentiment remains acute, with Treasury yields climbing as investors aggressively reprice inflation expectations. According to CME Fed funds futures, the probability of two 25-basis-point Fed rate cuts this year has collapsed to less than 50%, down from nearly 80% prior to the conflict. The catalyst for this divergence is the energy…

Bank Resistance Puts 2026 Passage Of Crypto Market Structure Bill In Doubt, Reuters

In a report published Thursday, Reuters said the long-anticipated crypto market structure legislation, known as the CLARITY Act, may be at risk of not being signed into law in 2026. The uncertainty comes as opposition from the banking sector intensifies, particularly over key provisions tied to stablecoin regulation. Deadlock In Crypto Legislation Per the report, the legislation has run into a fresh stalemate after banks declined to support a compromise proposal advanced by the White House. That breakdown in negotiations has cast serious doubt on whether Congress can move the…

Dogecoin (DOGE) Retreats, Market Eyes Potential Extended Pullback

Aayush Jindal, a luminary in the world of financial markets, whose expertise spans over 15 illustrious years in the realms of Forex and cryptocurrency trading. Renowned for his unparalleled proficiency in providing technical analysis, Aayush is a trusted advisor and senior market expert to investors worldwide, guiding them through the intricate landscapes of modern finance with his keen insights and astute chart analysis. From a young age, Aayush exhibited a natural aptitude for deciphering complex systems and unraveling patterns. Fueled by an insatiable curiosity for understanding market dynamics, he embarked…

Stablecoin Inflows Rebound as Yield Debate Stalls US Market Structure Bill

Weekly net stablecoin inflows rebounded last week as onchain activity picked up even while US lawmakers and banking groups sparred over whether third parties should be allowed to pay stablecoin yield, according to a new report from Messari. Weekly net stablecoin inflows accelerated to $1.7 billion, a 414.5% increase week-on-week, according to the report published on Wednesday. The recovery also flipped the 30-day average to a positive $162.5 million in daily inflows. Transaction volumes also rose 6.3%, while average transaction size continued to decline, reflecting renewed stablecoin issuance demand and…

Why is the crypto market up today? Bitcoin and utility protocols reveal on-chain whale inflows

Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only. Fresh institutional inflows into Bitcoin are driving a crypto market rebound, while on-chain data shows whales increasingly moving capital into utility protocols like Mutuum Finance. Summary U.S. spot Bitcoin ETFs saw about $458m in net inflows, helping BTC recover to around $68k after weekend volatility. Funds such as iShares Bitcoin Trust (IBIT) from BlackRock led the inflows as institutions treated the recent decline as a buying opportunity. Mutuum Finance…

A16z Crypto Raises $2 Billion Fund Amid Market Downturn

Crypto venture capital giant Andreessen Horowitz is doubling down on crypto despite a major market downturn, seeking $2 billion for a new crypto fund. A16z Crypto, the blockchain arm of venture capital firm Andreessen Horowitz, is raising a fifth crypto-focused fund, with plans to close by mid-2026, Fortune reported on Wednesday, citing anonymous sources. The latest round is significantly smaller than its previous $4.5 billion fund from 2022, but the company has shifted to a shorter fundraising cycle to remain flexible to ever-changing crypto narratives.  The move comes amid a…

Iran’s $7.8B Crypto Market: Domestic Tool or IRGC Sanctions Shield?

A new analysis by blockchain intelligence firm TRM Labs estimates that Iran’s crypto market processed roughly $7.8 billion in recent transaction volume, with domestic exchange Nobitex handling most activity. While the scale has fueled concerns about sanctions evasion, on-chain data suggests a more nuanced reality: a largely domestic ecosystem where civilian inflation hedging overlaps with potential state-linked financial activity. TRM reports that about 88% of inflows originate from local Iranian sources. Rather than pure capital flight, the data points to a closed-loop economy where funds circulate between domestic exchanges and…

Ark Invest Adds $4M in Coinbase, $12M in Robinhood Amid Market Volatility

Cathie Wood’s Ark Invest increased its exposure to crypto-related equities, adding shares of Coinbase and Robinhood Markets across several of its exchange-traded funds (ETFs) as broader markets pulled back. The company purchased a combined 22,452 shares of Coinbase across the ARK Innovation ETF (ARKK), ARK Next Generation Internet ETF (ARKW) and ARK Fintech Innovation ETF (ARKF), according to trade notifications for Tuesday. Based on Coinbase’s closing price of $182.36 during the day, the purchase was valued at about $4.1 million. Ark also accumulated 158,587 shares of Robinhood through the same…

Iran’s Crypto Market Shaken As Outflows Skyrocket 700%

Hours after explosions were reported in Tehran, digital money began moving. Reports say cryptocurrency withdrawals from Iran’s largest exchange jumped sharply as news of US and Israeli airstrikes spread across the country. Related Reading Blockchain data reviewed by analytics firms shows outflows rising about 700% in a short window, a spike that stood out against normal daily activity. Crypto Rush Follows Airstrikes According to blockchain tracking firm Elliptic, wallets linked to Nobitex, Iran’s biggest crypto trading platform, sent out far more funds than usual within minutes of the first strike.…

Bitcoin Market Enters Holding Phase As Active Supply Contracts

The Bitcoin market appears to be entering a decisive holding phase, with on-chain data signaling a steady contraction in active supply.  Rather than aggressive selling or speculative rotation, a growing portion of circulating BTC is moving into long-term storage, reducing the amount readily available for trading. This tightening liquidity dynamic reflects rising investor conviction, as holders choose accumulation over distribution. How Volatility Compression Tightens Bitcoin’s Range In a recent post on X, Joao Wedson, the founder and CEO of Alphractal, noted that the Bitcoin 30-Day active supply has dropped sharply…