Research & Analysis

Bitcoin Dominance Nears Cycle High as Price Stalls

Bitcoin dominance nears a cycle high while price stalls. Bitcoin sits within a few hundred dollars of $78,800, and it has barely moved from that spot for days.

Bitcoin Tops $80K on Record ETF Inflows and CLARITY Act Momentum

Bitcoin traded above $80,000 as spot BTC and ETH ETFs logged their strongest weekly inflow in roughly ten months, decoupling from a weaker equity tape.

Bitcoin, Ether ETFs Draw $2.6B in Best Week Since October

Bitcoin and ether spot ETFs pulled in $2.6 billion last week, the strongest combined inflow since October, as BTC dominance holds near 59% and stablecoin supply keeps grinding higher.

Project Agorá Completes First Real-Value Settlement Test on Tokenized Central Bank Reserves

Project Agorá, the BIS and IIF backed wholesale tokenization platform spanning eight central banks including five reserve currency issuers, settled roughly CHF 800,000 across 17 real-value scenarios in July 2026. Unlike mBridge, which the BIS exited in 2024, Agorá tokenizes existing central bank reserves rather than issuing new digital currency.

Bitcoin Tops $75,000 on $3B Squeeze, Treasury Liquidity

Bitcoin topped $75,000 after a $3 billion short squeeze tied to Treasury buybacks, record ETF inflows, and new SEC crypto rules. Here is what the data shows.

Bitcoin's Reflex Rally: Treasury Backstop Meets New SEC Rule

Bitcoin briefly touched $70,000 after Treasury doubled bond buybacks and the SEC proposed its first crypto rule. Here is the liquidity mechanism behind the move, and the risk it could unwind.

Bitcoin and Ethereum: ETF Flows, On-Chain Metrics, and the Macro Pivot

A $1.1 billion single-session ETF inflow ended 2026's net outflow streak on August 15. What the on-chain data, Goldman's $2.25B NEOS deal, and the macro inflection mean for BTC and ETH at current levels.

OFAC's Aug. 7 Iran Crypto Sweep Reveals a Five-Jurisdiction Shell Pattern: Dubai, Hong Kong, Georgia, Poland, Singapore

BTC ETF Flows Turn Negative as SEC Delays Reg Crypto Meeting

US spot Bitcoin ETFs posted a net outflow of roughly $96.2 million over four sessions, reversing an early August inflow streak, as the SEC postponed its Reg Crypto meeting with no new date and Ethereum's DeFi TVL held structural leadership at $41.2 billion.

Bitcoin Stalls Near $63,700 as ETF Flows Turn Choppy

Bitcoin held near $63,500 to $63,900 after an in-line July CPI print, with spot ETF flows swinging to a $61 million outflow and stablecoin supply flat near $306.6 billion.

Bitcoin ETF Inflows Hit $853.5M as BTC Holds Five-Week Range

Bitcoin ETF Inflows Hit a 2026 High as Spot Price Lags

US spot Bitcoin ETFs took in $853.5 million last week, the strongest since mid-April, while spot BTC fell 1.8% to $63,943 and sentiment stayed stuck in Fear. Here is what the flow-price gap and swinging Fed odds mean into the September FOMC.