Goldman Sachs raised its USD/JPY forecast to 165, calling yen carry trade conditions structurally durable — here’s how that shapes Bitcoin’s macro exposure.
Category: Bitcoin
Trump Crypto News: US President Moves 2,628 BTC to Crypto.com
Trump Media sent 2,628 BTC worth ~$165M to Crypto.com, leaving holdings that match its pledged BTC collateral almost exactly — with ~$555M in combined losses.
South Korea Stock Market KOSPI Tops 81% Implied Vol as Bitcoin’s 30-Day Reading Falls to 38%
Bitcoin’s 30-day realized volatility has compressed to ~38%, falling below South Korea’s KOSPI at 81% implied vol — a structural shift for crypto risk.
July Bitcoin ETF Flows Signal Institutional Pause: August Risk in Focus
US spot Bitcoin ETFs drew just $205M in July 2026, the lowest monthly total since launch, raising questions about institutional demand and BTC price direction in August.
Bitcoin News Today: MARA CEO Fred Thiel, AI Data Centers Will Replace Bitcoin Mining at Scale
MARA CEO Fred Thiel explains why electricity scarcity makes AI data centers more profitable than Bitcoin mining and reveals MARA’s HPC compute strategy.
Quantum Bitcoin Governance Gap Exposed by HKMA’s 2.3/10 PQC Score
The HKMA’s 2.3/10 Quantum Preparedness Index sets a 2030 deadline for banks — exposing post-quantum cryptography gaps Bitcoin’s decentralized governance cannot match.
Trump Crypto News: CLARITY Act at Risk of Losing the Seven Democratic Votes It Needs
Updated CLARITY Act draft bans officials from issuing crypto but leaves Trump’s $1.4B ventures intact — can it secure the 60 votes needed before August 8?
Japan Crypto ETFs On the Way as Upper House Clears Bitcoin ETF Bill
Japan’s Upper House committee has approved a Bitcoin ETF bill under FIEA, slashing crypto taxes to 20% and targeting Tokyo Stock Exchange listings by 2027–2028.
US Government Sends Seized BTC and ETH to Coinbase US Prime
U.S. federal wallets moved $288M in seized BTC and ETH to Coinbase Prime, raising questions about Strategic Bitcoin Reserve compliance and potential liquidation.