The Big Analysis
It is a strong signal from one of Europe's largest market infrastructures. On July 1, Crédit Agricole officially launched EURXT (EURO eXchange Token), a euro-denominated stablecoin issued by CACEIS, its longstanding asset servicer (custody, settlement, fund administration). The inaugural transaction is anything but anecdotal: a subscription via
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Bitcoin reclaimed the $63k zone this week, invalidating the bearish setup flagged after the $60k break. Ether outperformed with a 12% gain, and the TOTAL2ES index rose 9%. On the surface, last week's pullback has been reversed. Beneath the surface, the move's composition argues for restraint.
The Big Analysis
Bitcoin is trading around $60,000 on Monday, barely above the $58,000 hit on 25 June, its lowest level since October 2024. The rest of the crypto market (excluding Bitcoin and stablecoins, cryptocurrencies pegged to the dollar) stands at roughly $560 billion after a sharp weekly decline. Ether (the
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The principle behind "Digital Asset Treasuries" (DATs), pioneered by Strategy (formerly MicroStrategy), rests on a simple mechanism: a publicly listed company raises funds by issuing equity or debt, then uses the proceeds to buy bitcoin. As long as the market values the company above the value of its
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Bitcoin retraced from 66,000 toward the 64,000 invalidation level flagged last week, as the macro tailwind powering the rebound reversed. The pullback stayed orderly, yet flows reveal a more nuanced story than price alone. The macro backdrop tightened The Fed held its policy rate at 3.75% on
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Recent 2026 disclosures from IREN, Core Scientific, Riot, TeraWulf, and Cipher show that the shift to AI is now all about how it’s being paid for. The huge cost of building new AI data centers has largely shifted off miners’ balance sheets and onto big tech companies. How the
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The pattern is now familiar: institutional flows rotate into Bitcoin first before trickling down, with a delay and selectivity, to the rest of the market. BTC dominance holds at 59.3%, consistent with the selective risk regime in place since October 2025. Two factors explain this rebound. A geopolitical catalyst
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Until recently, gaining exposure to SpaceX equity required being an accredited investor, accessing secondary platforms through a broker (Forge, EquityZen, Hiive), or investing through fund vehicles such as Destiny Tech100 (DXYZ) or ARK Venture. A second wave then emerged with tokenized wrappers and pre-IPO tokens on Solana-based platforms,
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In the aftermath of last week’s $1.5 billion+ liquidation cascade, the digital asset market stabilized over the weekend. Bitcoin consolidated in the $62,000–$63,000 range, while the broader market (TOTAL2) held near $600 billion. Digital assets once again led the move lower, preceding Friday’s equity
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The digital asset market faced one of its sharpest weekly corrections in months. Bitcoin declined approximately 14% over seven days, briefly testing the 200-week moving average near $61,800, while altcoins fell over 15%. This move occurred against a backdrop of traditional equities at all-time highs, with the
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Strategy disclosed the sale of 32 BTC between May 26 and May 31 for $2.5 million, earmarked to fund the dividends on its preferred shares. Thirteen days earlier, it had bought 24,869 BTC for $2.01 billion. Two opposite moves — and a balance that leaves the company a
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Jeff Sprecher said something quite remarkable this week. The founder and CEO of Intercontinental Exchange, and therefore the head of the NYSE, publicly stated that Hyperliquid was "bigger than NASDAQ" even though it's a platform run by just "11 people." It's probably