Signals Over Noise
Bitcoin has spent much of 2025 struggling to regain momentum, but BitMEX co-founder Arthur Hayes believes the story is far from over. In his latest essay, Frowny Cloud, Hayes argues that Bitcoin’s weakness is not a failure of the asset itself, but a reflection of tight dollar liquidity — a condition he expects to reverse…
Bitcoin exchange-traded funds are regaining momentum after a shaky start to the year, with fresh inflows signaling renewed confidence from institutional investors. After several days of redemptions in early January, spot Bitcoin ETFs have now posted three consecutive days of strong inflows — capped by the largest single-day intake of 2026 so far. The reversal…
Bitcoin (BTC) surged toward $93,000 on Tuesday as US markets reacted to cooler-than-expected inflation data. Investors cheered the prospect of stable prices and potential Fed caution, sending the S&P 500 to record highs and fueling optimism across crypto markets. US Inflation Boosts Risk Assets Data from the Bureau of Labor Statistics showed December 2025 Consumer…
The reported capture of Venezuelan President Nicolás Maduro has reignited long-running speculation over whether the country quietly built one of the world’s largest Bitcoin holdings. The theory, which resurfaced over the weekend, suggests Venezuela may have converted gold into cryptocurrency over several years—potentially stockpiling hundreds of thousands of Bitcoin beyond public view. While the claim…
Bitcoin has pulled back modestly after setting a fresh yearly high near $94,700, slipping toward the $92,000–$93,000 range. The move has unsettled short-term traders, especially as it came days after strong inflows into spot Bitcoin ETFs. Still, many analysts see the pause less as a breakdown and more as a cooling-off period following an aggressive…
Bitcoin (BTC) is showing early signs of bullish momentum in 2026, driven by growing whale accumulation and renewed institutional interest. Market analysts suggest that these dynamics could pave the way for further gains in the weeks ahead, even as retail traders take profits. Whales and Retail Traders Move in Opposite Directions Data from on-chain analytics…
Bitcoin surged to a fresh 2026 high near $94,000 this week, extending its recovery despite weak U.S. manufacturing data. Yet even as prices climb and institutional demand shows signs of life, a growing controversy in Washington is raising uncomfortable questions about how seriously the U.S. government is treating its own Bitcoin strategy. At the center…
Bitcoin markets are closely watching price action, ETFs, and macro signals. But a far quieter force may be forming beneath the surface: Venezuela’s alleged Bitcoin reserves. If estimates are accurate, the South American nation could be sitting on roughly 600,000 BTC—an amount large enough to reshape supply dynamics without a single coin being sold. With…