Daily Crypto Briefing

BTC slipped to $76,200 as the Nasdaq surged on Iran-peace hopes while AI stocks pulled capital. On-chain demand hit a December low, US spot BTC ETFs bled $1.26B last week, and Strategy used cash to retire $1.5B in 2029 converts. UK sanctioned Huobi.

Iranian negotiators landed in Doha as Polymarket peace odds jumped to 37% and Bitcoin reclaimed $77,500. Spot BTC ETFs lost $1.26B in a sixth straight outflow week while HYPE products kept attracting inflows. Vitalik reframed the Ethereum Foundation around 'CROPS'.

Bitcoin dipped below $75,000 on Saturday before rebounding on US-Iran peace signals as the SEC shelved its tokenized stock exemption — even as BlackRock's RWA push and SpaceX's $1.45B Bitcoin disclosure kept institutional momentum in focus.

Friday's crypto session — Bitcoin's 16th Pizza Day — brought tight $77K consolidation, ~$200M in balanced liquidations, a 12x surge in euro stablecoin volume under MiCA, and a foiled kidnapping targeting The Sandbox co-founder's wife in France.

Bitcoin lost the $77K shelf to a two-week low of $76,270 as Trump's 'clock is ticking' Iran warning triggered $657M in liquidations — 89% longs. Brent topped $112, ETH slid to $2.1K, BTC ETFs bled $648M, and Trump's payment-rails executive order landed by evening.

Crypto posted its first green day in nearly a week on Wednesday after the Senate voted to curb Trump's Iran war powers, easing oil and yields. But falling futures open interest and year-low volatility suggest traders used the bounce to cut exposure, not chase it.

Bitcoin opened at $77,414 and bled to $76,270 as Iran tensions, $1B in weekly ETF outflows and a 5.1% 30-year yield converged. ETH hit $2,104, $814M in liquidations cleared the leveraged book (88% longs), and the Altcoin Season Index dropped to 30, deep Bitcoin Season.

Bitcoin slid to $77,000 intraday Sunday before bouncing near $78,200, ETH leaked to $2,190, and last week's $1B ETF outflow streak set the tone for Monday — with Warsh's first Fed comments and the CLARITY Act floor calendar both still open questions.

Bitcoin slid to $78,131 on Saturday as the 30-year Treasury yield touched 5.11%, ETF flows turned negative across BTC and ETH, and Friday's $437M long liquidation flush erased Thursday's CLARITY Act rally on Warsh's first day as Fed chair.

Friday's CLARITY Act rally faded fast as Kevin Warsh took the Fed chair from Powell, the bond market repriced higher across the curve, and Bitcoin slipped below $80,000. The CoinDesk 20 fell 2% with BNB the only gainer.