Weekly Overview
Weekly
Crypto holds its ground despite open door for rate hikes
Warsh opened the door to a rate hike at Jackson Hole, and gold handed back much of its August gain. Crypto sat unusually still. Meanwhile Strategy bought bitcoin again after ten weeks of silence, at over 80,000 dollars a coin. The markets are parting ways for the first time in weeks.
Weekly
Bitcoin takes off and the rest of the crypto market follows
Bitcoin broke out of its range and touched 81,250 dollars, its highest level since mid-May, and this time the whole market came along. The trigger came from Washington rather than from crypto: the US Treasury is buying back more long-term bonds to push rates down. And with the CLARITY-Act stuck, the SEC and the CFTC started setting the rules themselves.
Weekly
Tether completes its first full KPMG-audit
Bitcoin's volatility hits a record low as spot trading slows, Washington meets with the crypto sector while the CLARITY-Act remains stalled, and Tether becomes the first major stablecoin issuer to complete a full KPMG audit.
Weekly
The SEC is about to take a major step
The bitcoin price is barely moving, but a lot is going on beneath the surface. On Friday the SEC votes on its first own crypto rules, and on the Bitcoin network a split failed within a day. Why does a quiet market not always mean nothing is happening?
News
Coldcard firmware flaw costs users millions
While stock markets were rattled by a divided Fed rate decision, bitcoin stayed remarkably calm. Strategy announced it will no longer automatically funnel every capital raise into bitcoin, the first clear sign the company is loosening its fixed course on bitcoin. On top of that, a five-year-old firmware bug in the Coldcard hardware wallet cost users more than 130 million dollars.
Weekly
Tech stocks drop but bitcoin holds its ground
While tech stocks took a heavy hit this week, bitcoin stayed remarkably calm at around 63,900 dollars. Today the Fed announces its rate decision. Under new chair Kevin Warsh, forward guidance has been scrapped, so the market no longer gets any hints in advance and the outcome remains exceptionally uncertain. Ondo Finance, meanwhile, abandoned its own blockchain and launched Ondo Network, an off-chain execution layer that settles on Ethereum.
Weekly
Bitcoin bounces back after a rough first half
Bitcoin bounced back this week, carried by fresh optimism about US crypto legislation and a broad recovery across altcoins. At the same time, rising tensions in the Middle East are pushing oil prices higher, with all the inflation consequences that brings. And on the CLARITY Act, Trump finally appears to have agreed to an ethics provision, though the breakthrough is still far from a done deal.
Weekly
Steepest monthly inflation drop since 2020
Declining inflation and renewed conflict in the Middle East pulled the market in opposite directions this week, yet bitcoin proved more resilient than expected. Easing US inflation data delivered the best news in months, enough to shrug off the collapse of the Iran ceasefire and another spike in oil prices. Meanwhile, Robinhood's own blockchain got off to a fast start.
Weekly
A hesitant recovery
The market is consolidating and still lacks strong conviction for a new trend. Recent price movements feel like a pause: investors focus on the biggest and most liquid coins, and there is little interest in leverage while macro uncertainty continues.
Weekly
Volatility is dominating the market
Crypto is under pressure and sentiment is subdued, but based on the broader market picture we see no convincing signs that we are at the start of a bear market.
News
Market catches its breath
The sharp pullback has clearly shifted market sentiment. The upward trend has been broken, making a phase of recovery and sideways movement the most likely path for now.
News
Major corrections raises concerns
Bitcoin is undergoing one of its largest corrections in quite some time. The price is now nearly 30% below its all-time high, and overall market sentiment appears to have bottomed out. Despite this, a sharper downturn in altcoins has not materialized.
News
Investors take a step back
After a period of optimism, investors are pausing for breath. While equities retreat after months of euphoria, bitcoin is also experiencing a decline. The dip below 100,000 dollars does not mark the end of the bull market, but it does serve as a reminder of how sensitive crypto remains to liquidity shifts and changes in sentiment.
News
Market hits records, but crypto shows restraint
The market is gradually reopening to risk. Stocks are breaking records, gold is easing, and the Fed appears to be nearing the end of its tightening cycle. Meanwhile, the crypto market remains notably quiet.
News
Cautious recovery after the shock
Friday’s wave of liquidations flushed out much of the speculative leverage, creating room for a healthier foundation. Corrections like this are painful but necessary: they remove excess leverage and bring focus back to fundamentals, which remain strong.
News
Tariff announcement triggers market shockwave
Friday’s wave of liquidations flushed out much of the speculative leverage, creating room for a healthier foundation. Corrections like this are painful but necessary: they remove excess leverage and bring focus back to fundamentals, which remain strong.
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