Drivers of the Pullback The data indicates a sharp decline in corporate cryptocurrency acquisitions. Purchases by publicly traded digital-asset treasuries plummeted from 64,000 Bitcoin in...
Partnership Terms and Market Reaction The partnership between Trump Media & Technology Group (TMTG) and Crypto.com was finalized in early September 2025. The core transaction involved TMTG...
Positioning, Flows and Pricing Signals As we approach the end of September 2025, the Bitcoin options market is showing clear signs of defensiveness. Traders are...
Macro Backdrop and PCE Focus The cryptocurrency market is adopting a cautious, risk-off stance as traders await the release of the latest U.S. Personal Consumption...
How the Selloff Spiral forms The structure of Digital Asset Treasuries (DATs) creates a potential vulnerability for Bitcoin itself. These companies use leverage, issuing shares...
Market Context and Sentiment Market sentiment around Bitcoin has taken a notable dip, with the Crypto Fear & Greed Index falling to its lowest level...
Strategy and Structure BlackRock has filed with the SEC for a new Bitcoin ETF, tentatively named the Bitcoin Premium Income ETF. This product is designed as...
Context and Impact for XRP XRP experienced a decline of approximately 6%, settling near $2.75, as it followed a broader market downturn led by Bitcoin....
Market Context and Realized Price Dynamics As Ethereum experienced a market slump beginning in mid-August 2025, falling roughly 10% over four weeks before stabilizing near...
Regulatory Resolution and Market Access A significant legal milestone was reached in August 2025 when the SEC closed its case against Ripple, with the court...
