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Crypto news and analysis in this category · 437 stories
Market and analysis: price action reviews, liquidations, funding and open interest, ETF flows, macro and Fed decisions, and the behavior of large players. Helps explain why the market moves and what may come next.
The section has 437 stories; the latest was published .
Spot ETFs: BTC Sees $241M Inflow, ETH Records $138.02M Outflow in a WeekLast week, spot crypto ETFs saw a $241M inflow for BTC and a $138.02M outflow for ETH. BNB gained $97.46M, ZEC lost $93.56M, and NEAR added $35.99M.VanEck: Bitcoin could reach $500k in this or the next cycleVanEck's Head of Digital Asset Research Matthew Sigel said BTC could hit $500k in this or the next cycle; VanEck's model projects $3M by 2050.US Bitcoin ETFs: Third Week of Inflows at $241.1M; Ether Outflows $138MUS spot Bitcoin ETFs recorded $241.1M in inflows for the third consecutive week, while Ether ETFs saw outflows of $138M. Zcash ETFs posted $94M outfloWeek of October 5–9: Crypto Exchange Rules in Russia, TOKEN2049From October 5, Russia enacts rules for crypto exchanges and digital depositories; TOKEN2049 takes place October 7–8; US to release PMI and Fed minuteFed Balance Sheet Down $4.673 Billion Over the WeekThe Federal Reserve's balance sheet declined by $4.673 billion in a week. The market expects a pause on October 28, a 25 bp hike to 4.00–4.25% on DeceAnchorage Digital Cuts 17% of Workforce — About 68 PositionsAnchorage Digital reduced its workforce by 17%, or about 68 positions, from a staff of around 400. The company is expanding into stablecoins and raiseCoinglass: Net Outflow from Exchanges Reaches 50,000 BTC Since September 20Since September 20, around 50,000 BTC (approximately $2.3 billion) have been withdrawn from crypto exchanges, according to Coinglass data.Kalshi in Talks for $1B Round at $40B ValuationKalshi is negotiating to raise about $1 billion at a $40 billion valuation, nearly double its $22 billion valuation in May. Sequoia and Wellington areDonald Trump: Europe to Release Large Volume of Diesel from ReservesDonald Trump stated that Europe has agreed to release a large volume of diesel fuel from reserves, with the process set to begin immediately.Nvidia Shares Hit Record High; Buyback Increased by $150 BillionNvidia shares set a new record as the company expands its buyback by $150 billion. Morgan Stanley maintains a $300 target and names Nvidia its top chiUS: Unemployment Rate at 4.2% in September vs. 4.1% ForecastIn September, US unemployment was 4.2% (forecast/prev. 4.1%). Nonfarm payrolls rose by 29K (forecast 89K, prev. 133K). Average hourly earnings up 3.0%CoinGlass: BTC Long Liquidations Over $6.7B at $75,800CoinGlass liquidation map shows long liquidations could exceed $6.7B for BTC at $75,800 and $4.17B for ETH at $2,420 if prices drop sharply.BNB Chain Becomes First to Reach $1.1B in Tokenized Stocks and ETFsBNB Chain is the first blockchain to surpass $1 billion in tokenized stocks and ETFs, holding $1.1 billion and about 30% of the $3.7 billion market.Ammous: Bitcoin Treasuries Will Lag Behind Strategy With 847,666 BTCSaifedean Ammous believes bitcoin treasuries will fall behind Strategy, which holds 847,666 BTC worth $63.95B and $5.02B in cash; STRC dividends raiseArthur Hayes: US Money Printing Could Raise Cryptocurrency PricesAt CONNECT Seoul, Arthur Hayes said US money printing for AI and debt could lift crypto prices. AI firms need trillions of dollars for data centers.Bitget Resumes Withdrawals of All Assets After HackCrypto exchange Bitget has completed its phased recovery after a hack and reopened withdrawals for all assets, including cryptocurrencies, fiat, and PDeribit: Options Expiry — BTC $2.6B, ETH $318MOn October 2, Deribit is holding an options expiry: $2.6 billion for BTC and $318 million for ETH. Key interest levels are $82,000 for BTC and $2,660 KoFIU: South Korean Crypto Exchange Profits Down 78% in H1 2026KoFIU reports South Korean crypto exchanges saw operating profits fall 78% in H1 2026; average daily volume -44%, market cap -33%, won deposits -35%.Bitcoin Tops $86,000; Over $100M in Shorts Liquidated in One HourMore than $100 million in short positions were liquidated in one hour as Bitcoin rose above $86,000. On Binance, a single $11.7M BTC/USDT short was clDune: Tokenized Assets Trade Differently; RWA at $34.5BDune reports tokenized markets differ from traditional ones; tokenized RWA reached $34.5B as of August 31. In tokenized stocks, 81% are single equitieBitcoin Holds Above $83,000 After PCE Shows 3.4% InflationBitcoin remains above $83,000 after US PCE inflation at 3.4% year-over-year. Previous rally halted at $85,600; BTC open interest down nearly 20%.Citi Raises Bitcoin Forecast to $113,000 (+38%)Citi has raised its 12-month Bitcoin forecast by 38% to $113,000, up from $82,000. The bank also increased its ETH target to $3,028, citing renewed ETUS Bitcoin ETFs Attract $6.34B in Q3; BTC Up 42.71%In Q3 2026, US spot Bitcoin ETFs saw $6.34B in net inflows and BTC rose 42.71%. September inflows were $2.65B, about 25% lower than August’s $3.52B.BPI Criticizes MSCI Rule: Risk of Exclusion for Strategy and MetaplanetBPI questions MSCI's 'non-operating companies' rule: simulation excludes Strategy, Metaplanet, Yellow Cake; JPMorgan estimates $2.8B outflow for Strat