Digital assets are entering their infrastructure era. Fidelity’s latest outlook argues that regulated wrappers, …
BITCOIN
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Bitcoin has shown a persistent tendency to move with global liquidity conditions over medium-term …
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Market Structure & Policynews
Bitcoin as Collateral: How Lending Reveals the Divide Between Retail Access and Institutional Capital
by Main Deskby Main DeskBitcoin-backed lending is evolving from a niche product into a revealing layer of market …
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Market Structure & Mechanism Designnews
Beyond the Death Cross: What Technical Stress in Bitcoin Markets Reveals About Liquidity, Flows, and Regime Shifts
by Main Deskby Main DeskAs speculation resurfaces around technical stress in Bitcoin markets, attention often shifts to familiar …
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Market Structure & Policynews
Beyond the Four-Year Cycle: Why Bitcoin’s Market Structure Is Being Questioned — and What Still Holds
by Main Deskby Main DeskFor more than a decade, Bitcoin’s four-year cycle has shaped how markets interpret price …
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Macro & Market StructureMonetary Policynews
Repriced at the Margins: How Japan’s Rate Normalization Is Tightening Global Liquidity—and Why Bitcoin Feels It
by Main Deskby Main DeskJapan’s move toward rate normalization marks a subtle but consequential shift in global liquidity …
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Market Structure & Policy
The Balance Sheet Threshold: Why MSCI’s Bitcoin Exposure Proposal Signals a New Battle for Corporate Sovereignty
by Main Deskby Main DeskMSCI’s proposal to penalize companies whose Bitcoin reserves exceed 50% of total assets is …
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Market Architecture & Regulationmarketsnews
Quiet Pivot: Why CFTC-Approved Spot Crypto Trading Marks a Structural Break in U.S. Market Architecture
by Main Deskby Main DeskThe quiet approval of CFTC-regulated spot Bitcoin and Ethereum trading marks a decisive shift …
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