Bitcoin drops after repeated resistance at $80,000, taking ether with it, while derivatives and macro signals point to reduced risk appetite and subdued volatility.
The fintech company's third-party audited disclosure shows $1.5 billion in customer Bitcoin and $692 million in corporate treasury holdings.
Arthur Hayes says Bitcoin's macro setup is turning bullish again, arguing that wartime spending, US fiscal deficits and bank-led credit creation could outweigh fears of a smaller Federal Reserve balance sheet. Speaking at the Bitcoin 2026 conference in Las Vegas, the BitMEX co-founder said Bitcoin is increasingly trading as a response to “wartime inflation,” not just the artificial intelligence cycle.
BTC stalls below key resistance as macro uncertainty and profit-taking weigh on momentum.
The firm added 114 BTC to its corporate treasury, for a total of 8,997 BTC, and said it plans to issue regular third-party reports.
Crypto investment products recorded $1.2 billion in inflows last week, capping three straight weeks above $1 billion and a fourth consecutive positive week overall. According to CoinShares data, Bitcoin pulled $933 million of that total, Ethereum added $192 million, and the US accounted for $1.1 billion of regional demand.
The Trump administration has significantly advanced its initiative to establish a national Bitcoin Reserve, with official announcements anticipated in the near future. The proposed reserve framework would leverage roughly 200,000 BTC obtained through federal law enforcement seizures.
Porvenir launches a regulated crypto portfolio routing affiliate savings into BlackRock's IBIT Bitcoin ETF.
Meanwhile, BCAP and HASH are today's top performers from the largest 100 alts, surging by 27% and 17%, respectively.
The United States government's initiative to establish Bitcoin as an official reserve asset continues to progress, albeit at a measured pace. This week brought two significant developments that illuminate the current state of affairs.
Peter Brandt says Bitcoin's $250K target looks unlikely in 2026 as BTC trades inside a rising channel with mixed market signals.
The White House has signaled that a new step toward operationalizing the U.S. strategic Bitcoin reserve has been prepared, with an announcement expected within weeks.