Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Bitcoin traded toward $108,000 and Ethereum broke above $2,672 as falling bond yields lifted risk assets, with Strategy adding $75 million more bitcoin to its holdings.
Bitcoin pushed toward the $108,000 level and Ethereum broke above $2,672 in the September 21 session as easing Treasury yields boosted both crypto and tech stocks, while Strategy bought another $75 million of bitcoin.
Solana funds have now pulled in money for 12 straight weeks while Bitcoin ETFs posted their quietest week on record, even as Bitcoin ETFs' total holdings reached 6.29% of all bitcoin in circulation.
Solana ETFs logged a 12th consecutive week of inflows while Bitcoin ETFs saw their quietest week on record, even as Bitcoin ETF holdings climbed to 6.29% of all bitcoin outstanding.
The chipmaker's results and outlook lifted technology stocks broadly and pulled bitcoin higher in the same session.
Nvidia shares rose 8% after an earnings beat and strong outlook, and the move spilled over into bitcoin and AI infrastructure names.
A US 20-year bond sale arrives into the steepest curve of the cycle, while global long-end yields reach levels never before experienced during Bitcoin's entire existence — a structural stress test for duration-sensitive and speculative assets alike.
The Treasury's 20-year auction becomes the session's marquee risk event as term premium rebuilds and the curve steepens. Simultaneously, global bond yields have reached levels unseen since Bitcoin's 2009 inception, removing the zero-cost-of-capital backdrop that underpinned the entire digital asset era.
Quarterly 13F disclosures reveal a decisive shift in options positioning at two marquee allocators, with call skew replacing downside hedges even as Bitcoin's second-largest mining jurisdiction curbs capacity in its capital.
UBS disclosed a 24-fold increase in call options on BlackRock's iShares Bitcoin Trust alongside a 12% rise in direct IBIT holdings to 407,890 shares and a 53% cut in put exposure to 143,300 underlying shares. Separately, Paul Tudor Jones' firm increased its IBIT stake after a year of net selling, though its call book fell 85.2% to 148,000 underlying shares against 715,000 in puts. The positioning divergence lands as energy authorities in the world's second-largest Bitcoin mining jurisdiction impose year-round restrictions on rigs in the capital city.
On-chain data shows the number of addresses holding more than 10,000 BTC has climbed to 90, building on mid-sized whale accumulation through the Coldcard security fallout.
Bitcoin's largest holders are expanding their positions, with the 10,000+ BTC wallet cohort reaching a six-month peak — a structural signal that has historically preceded periods of supply tightening.
US spot bitcoin ETFs recorded $853.54 million of net inflows last week, the strongest weekly total since mid-April, with BlackRock's IBIT accounting for the majority of the money.