Bitcoin — Page 4

Spot ether ETFs broke a four-week inflow streak in the same reporting window, setting up a BTC-vs-ETH demand split.

The nearer-term risk is coordination: moving funds off exposed-key address types before quantum hardware reaches scale.

The SEC and CFTC are moving quickly on tokenization, custody, and market definitions, but rules are easier to unwind than a statute.

The ETF resets leverage daily and targets a Bitcoin-treasury equity proxy rather than holding or tracking spot BTC.

Marc van der Chijs said he sold substantial BTC to fund AI bets and is now reallocating some AI profits back to crypto exposure.

A $2.45M Ethereum Foundation transfer to an unlabeled Gnosis Safe added a near-term positioning question.

The move kept high-beta tokens bid alongside BTC, but the excerpt does not define what the “Clarity” setback was.

He framed Meijin as a post-entry exit manager with deterministic execution rules and a tamper-resistant decision record.

WTI’s rebound and a 5.34% print in the US 30-year yield set up $82,000 as the next breakout test.

Treasury also designated BitBank’s developer and three Babak Zanjani associates tied to alleged sanctions-evasion rails.

The designation raises immediate screening and counterparty-risk questions, but key details are still missing.

The firm estimates AI/HPC earns about US$1.5M per MW in annualized profits versus US$0.5M for mining and flags a ≥35 EH/s pullback risk.

H.R. 8957 cleared the House Financial Services Committee 28-21 and would mandate quarterly proof-of-reserves and third-party audits.

The unanimous decision was widely expected, and the dot plot penciled in one more hike in 2026 ahead of Kevin Warsh’s 2:30 pm ET presser.

Saxo says Coinbase is the cleanest proxy because CLARITY’s market-structure rules could gate registration, listings, and US market access.

The incident and a separate 153M+ driver’s license dump are fueling calls for zero-knowledge KYC that avoids storing raw IDs.

He argues AI is pulling liquidity from crypto while raising exploit risk and security costs that could centralize DeFi.

BTC held above $77,000 while QQQ fell 1.5% pre-market after renewed calls to slow AI development.

The study also flagged up to a 4x gap between conventional and realized market cap and pointed to large raw-vs-adjusted stablecoin volume spreads.

Executives said SEC and CFTC work continues, but without statute the rules can be rewritten and MiCA looks comparatively durable.