Key Takeaways Jamie Dimon called the bull market a “little tsunami” at a June 21 Council on Foreign Relations event. He cited $700 billion in AI spending, 4.3% unemployment, and 2% GDP growth as near-term supports. Dimon flagged Ukraine, Iran, Russia, and China tensions as underpriced longer-term risks. A Warning Wrapped in a Metaphor Speaking…
In brief Bitcoin fell to its lowest point in 21 months, dragging down leading altcoins and crypto stocks with it. The weakness appears to be linked to a risk-off move in semiconductor and AI stocks, analysts said. As XRP fell, it risked slipping below $1 for the first time since just after President Trump’s reelection….
In brief Strategy should immediately end its Bitcoin-buying spree and focus purely on shoring up cash, according to CryptoQuant Analyst Julio Moreno. He argued that the company’s lack of available cash is compounding pressure on Stretch (STRC), which fell to record lows on Wednesday. Strategy’s so-called USD Reserve should be rebuilt to provide the company…
Key Takeaways Rep. Bryan Steil’s bill would bar House members and families from political bets on Kalshi and Polymarket. Violators face a penalty of at least $2,000 or 10% of the trade, plus forfeiture of net profits. Speaker Johnson and Trump back the measure, which echoes a Senate rule passed earlier in 2026. A New…
Key Takeaways 9 AI models saw bitcoin at $100,000 between Sept. 14, 2026, and May 2027. Meta AI and Manus gave 73% and 85% odds, showing bullish faith in ETF demand. Claude Opus refused a firm call after 5 prompts, leaving AI forecasts split on timing. 9 AI Models Enter Bitcoin’s $100K Debate, and One…
Ripple secured preliminary approval as a Crypto-Asset Service Provider from Luxembourg’s financial regulator, the CSSF, on June 23. The approval was delivered as a “Green Light Letter,” which the company is pairing with the EMI license it finalized in the same jurisdiction in February. Together, the two approvals put Ripple inside MiCA’s perimeter, where one…
Key Takeaways Kalshi traders assign a 76% probability that bitcoin hits $50,000 before $100,000, up 35% in recent weeks. Polymarket’s $45M annual bitcoin market prices a 64% chance BTC falls to $50,000 or lower before Dec. 31, 2026. Kalshi’s $10.3M timeline market gives bitcoin only a 14% chance of crossing $100,000 before January 2027. Bearish…
The European Banking Authority on Friday unveiled a sweeping framework to penalize cryptocurrency issuers that violate the European Union’s digital-asset laws, signaling a tougher enforcement stance as the trade bloc finalizes its historic regulatory architecture. The consultation paper published June 26 establishes a standardized playbook for hitting non-compliant issuers of what the EBA considers “significant”…
Key Takeaways Lepard says Kevin Warsh’s Fed task force on inflation measurement is designed to justify rate cuts before the 2026 midterms. Bitcoin at $59K sits in a historical cheapness zone reached less than 10% of the time, per the power law model. Strategy carries roughly $1.7B in annual preferred dividends against $55B in held…
Bitcoin (BTC) is heading for its worst monthly loss since mid-2022, with BTC down roughly 18.5% in June as price struggles to hold the psychological $60,000 support level. BTC/USD monthly chart. Source: TradingView Will Bitcoin’s downside momentum extend in July, or is BTC preparing for a recovery? Key takeaways: Bitcoin’s liquidity map shows a major…
Key Takeaways Deribit holds $7.53B in BTC options notional value for the Sept. 2026 expiry, with max pain near $74,000. Bitcoin futures OI fell to $42.6B as Binance leads with $8.3B and CME holds $6.33B in regulated exposure. CME put OI outweighs calls at multi-month lows, signaling institutional hedgers stayed defensive through June 2026. At…
Stablecoins have rarely had more policy attention than they do in 2026. Lawmakers, payment companies, and crypto firms are treating dollar tokens as infrastructure rather than a side market. However, the most visible demand signals now point the other way. Search volume for “stablecoins” was down 54% month over month in June, based on annualized…
Trump’s speech at Davos gives small boost to Crypto! Saylor buys $2.13B BTC! Blondish Interview! Crypto majors are very red following a red Tuesday across markets; BTC -3% at $88,200; ETH -6% at $2,905, SOL -2% at $127; XRP -2% to $1.88. MYX (+11%) and ZRO (+10%) led top movers. Bitcoin and Solana both fell…
The total crypto market cap is down more than 36% year over year, the altcoin complex sits roughly 45% below its October 2025 peak, and Bitcoin is on course for its worst annual start in more than a decade, with capital rotating into AI stocks and major IPOs. Three years of waiting for a broad…
