Our Daily Crypto Briefing, your morning dose of whats relevant.
Bitcoin broke above $85,000 for the first time since January on a short squeeze and risk-on macro tailwinds, capping a 44% Q3 gain. Strategy and Strive kept buying bitcoin, while crypto's biggest PAC opened a $30 million campaign against a Clarity Act opponent.
Bitcoin rallied back above $81,000 as a $433M Friday ETF inflow snapped a rough week, while the SEC opened a path for tokenized stocks, the CFTC filed crypto rules with the White House, and a Lagarde-Binance MiCA dispute kept EU regulatory friction in the headlines.
Bitcoin slipped back toward $80K after a weekend rejection at $82,000, while Ethereum cooled from a four-month derivatives high near $2,670. Coinbase and Kalshi filed for equity perpetual futures as tokenization momentum builds across regulators and RWA tokens.
Bitcoin reclaims $80,000 and altcoins rotate higher as the market shakes off the Fed hike and the Clarity Act's Senate defeat, while the CFTC advances its own crypto rulemaking and the Bank of Japan raises rates to a 31-year high.
Bitcoin and Ethereum rallied after the Fed's first hike since 2023, but a short squeeze, cautious ETF positioning, and an eerie echo of 2022 tempered the optimism. Plus: US regulators ease crypto compliance rules.
The Fed hiked rates for the first time since 2023, and Bitcoin fell anyway. Inside yesterday's briefing: the FOMC decision, fading Coinbase demand, ETF outflows, and the Clarity Act's spreading fallout in Congress.
The Clarity Act died in the Senate and crypto sold off hard, but analysts say rates, not regulation, are the real story. Oil above $103 and a hawkish Fed put a rare hike in play at today's decision.
Bitcoin climbed toward $78,000 and decoupled from an AI-driven tech selloff, while Clarity Act odds surged on prediction markets and traders position for this week's Fed, BoE, and BoJ rate decisions.
Bitcoin held near $77,000 as CryptoQuant mapped the supply walls up to $81,700, Revolut lost KYC and bitcoin transaction data to a fake government request, and two crypto billionaires gave Reform UK 拢72 million as the Lords weigh a crypto-donation ban.
August core CPI came in hot at 0.3% and put a Fed hike next week close to fully priced. Bitcoin spiked toward $79,000 on the print, then gave it back as bonds priced multiple hikes. Open interest kept draining, zcash unwound 20% of its leverage, and Kalshi wants stock perps.
US producer prices hit 5.4% year over year and the ECB hiked again, but crypto's selling concentrated in its most speculative corner: the memecoin index fell 10% against 2.3% for the CoinDesk 5. Bitcoin held near $78,000 with Friday's CPI still ahead.
Brent crude broke $100 after U.S. strikes on Iranian tankers and European stocks fell, yet bitcoin rose to $79,742, trading with gold instead of equities. Inside: light derivatives positioning, the Zcash ETF bid, the Consensys-MetaMask split, and CME's court fight over perps.