Today's Crypto and Bitcoin News

AI Stocks Extend Selloff, Bitcoin Pulls Back in Tandem Summary Macro environment: Market expectations for the next Fed chair shifted as Jim Walsh’s nomination probability on Polymarket overtook Kevin Hassett’s, adding short-term uncertainty to monetary policy expectations. Ahead of th...

Institutional participation in Bitcoin remains robust, with continued accumulation observed across funds, corporations, and high-net-worth investors. Despite macro volatility, long-term holders are increasing positions, signaling confidence in Bitcoin’s structural value proposition. Th...

Bitcoin’s recent drop below the psychologically important $90,000 level has reignited market caution. After weeks of consolidation near all-time highs, selling pressure accelerated, pushing BTC toward the $88,000 region—a zone increasingly viewed as a critical technical support. ...

AI Concerns Weigh on U.S. Equities as Bitcoin Tests 88k Support Summary Macro Environment: Last Friday, hawkish signals from Fed officials opposing rate cuts, combined with market rumors that Oracle may delay the completion of OpenAI’s data center, prompted traders to reassess expectations ...

Overall Impact Assessment This news marks a new phase of deep integration between Traditional Finance (TradFi) and Decentralized Finance (DeFi), signaling a major shift for the entire crypto community that follows RWA (Real World Asset) Tokenization and Institutional Adoption. I. Background ...

The recent cryptocurrency market has exhibited a divided and cautious posture. While prices briefly rallied during US stock hours, tracking broader risk assets, Bitcoin's (BTC) swift retreat after hitting a key resistance level, coupled with persistently low market sentiment, underscores investor h...

Industry Update FOMC More Dovish Than Expected; Bitcoin Pulls Back After Hitting Resistance Summary Macro Environment: The Federal Reserve cut rates by 25 bps as expected. Overall messaging was less hawkish than markets anticipated—while the vote revealed growing internal divergence and the...

Executive Summary: A Fragile Rally on Macro Stimulants The cryptocurrency market was dominated by macro sentiment this week. Fueled by strong anticipation of a rate cut, Bitcoin (BTC) saw an impressive intraday surge of over 5%, pushing the price toward $94,600. This rally lifted the total crypto m...

Industry Report Muted Trading as Markets Await FOMC Catalyst Summary Macro Environment: U.S. ADP employment data unexpectedly improved but did not alter expectations for a December rate cut. “Shadow Chair” Hassett reiterated that the Fed has ample room to lower rates. With markets awa...

Executive Summary: Macro Sentiment Prevails, Market Structure Remains Weak The crypto market last week exhibited a complex tug-of-war between bullish and bearish forces, heavily dictated by the macro environment. Amidst the bearish impact of anticipated interest rate hikes in Japan and the bullish ...

The current market data presents a complex and contradictory situation: the coexistence of "Extreme Fear" and "Rising Market Cap." This environment demands a highly cautious and strategic perspective from all cryptocurrency investors. Bitcoin (BTC) Analysis: Stress Testing a Key Range Phenomeno...

Industry Update Market Stays Cautious Ahead of FOMC Meeting; Bitcoin Trades in a Narrow Range Summary Macro Environment: Despite dovish remarks from U.S. Treasury Secretary Bessent and Fed Chair nominee Hassett, markets remained cautious ahead of this week’s highly anticipated FOMC rate d...

Dear Cryptocurrency Investors, The past weekend saw the global cryptocurrency market undergo a typical volatile pullback and thin trading, once again reminding us of the digital assets' sensitivity to the macro environment. With critical macroeconomic events approaching this week, market unc...

Industry Update Core PCE in Line With Expectations, Strengthening Fed Rate-Cut Outlook Summary Macro Environment: U.S. September core PCE rose 2.8% YoY, matching expectations. The University of Michigan’s inflation expectations index fell to its lowest level of the year. These data reinforc...

Industry Report U.S. labor market signals are mixed, putting pressure on Bitcoin and leading to a pullback. Summary Macro Environment: U.S. labor market signals were mixed. Corporate layoffs hit their highest level since 2022, while initial jobless claims fell to a more-than-three-year low. Inves...