Wall Street is valuing AI-leased megawatts significantly higher than those used for Bitcoin mining, with companies holding AI contracts trading at over 10x gross energy output compared to 2-6x for miners with no contracted capacity. This premium is being assigned before the capacity is fully built, creating a substantial funding gap.
Strategy şirketinin son Bitcoin alımları, temettü ödeyen STRC hisselerinde sert düşüşe neden oldu. Yatırımcılar nakit akışı ve şirketin sermaye toplama kabiliyeti konusunda endişeli.
Bitcoin nears a potential bottom between $60,000-$70,000 as nearly 20% of its supply is concentrated in this range, indicating a redistribution phase. However, a bearish technical pattern suggests a risk of falling to $53,500 if key resistance isn't reclaimed.
Bitcoin (BTC) dropped below $65,000 as the market awaited the US Federal Reserve's interest rate decision, with analysts warning of potential bearish moves and targeting $55,000 as a possible next level.
Iran and US negotiations on nuclear issues and sanctions relief are set to begin following a memorandum of understanding. This framework has already impacted oil prices, with Brent crude and WTI falling, and has created a complex outlook for Bitcoin, whose future performance is now closely linked to the negotiation's outcome over the next 60 days.
Bitcoin and Ethereum prices are exhibiting mixed performance, with Bitcoin down 1.22% to $65,544 and Ethereum up 0.66% to $1,785 as of June 17. The total crypto market cap is $2.25 trillion, with over $292 million in liquidations in the past 24 hours.
Malgré un rebond du Bitcoin au-delà de 60 000 $, Wintermute reste prudent, soulignant que les conditions ne sont pas encore bullish, notamment pour les ETF. Des données on-chain indiquent une accumulation, et le BTC maintient la moyenne mobile à 200 semaines. Des résistances sont attendues entre 71 000 $ et 77 000 $.
Bitcoin (BTC) đã vượt mốc 60.000 USD, kích hoạt làn sóng mua vào mạnh mẽ với 259.298 BTC được mua ròng kể từ ngày 5/6. Chỉ số Accumulation Trend Score đạt mức cao nhất, cho thấy sự tích lũy mạnh mẽ từ nhiều nhóm nhà đầu tư.
Kraken lance le BTC Vault, un nouveau service intégré à Kraken Earn, permettant aux détenteurs de bitcoins de générer des revenus passifs en BTC sans expertise en finance décentralisée. Les fonds sont alloués à des marchés de prêt on-chain, générant des intérêts versés en bitcoins.
MicroStrategy's perpetual preferred stock (STRC) dropped to near record lows as investors reacted negatively to the company's recent Bitcoin acquisitions. Analysts suggest the market prefers the company use cash for dividends rather than buying more BTC, viewing the acquisitions as an unsustainable path.
Le PDG de Coinbase, Brian Armstrong, estime que le Bitcoin a probablement atteint son point bas autour de 60 000 dollars, s'appuyant sur les cycles historiques liés au halving. Malgré une récente baisse, la capitalisation de BTC a augmenté de 20% cette année.
Bitcoin rallied above $67,000 following a reported ceasefire deal with Iran, but derivatives markets show trader skepticism. Weak futures basis and elevated put options premiums signal caution, despite ETF inflows and institutional buying.
Bitcoin's Sharpe ratio has dropped to -20, a level historically associated with major bottoms. Exchange reserves are down, while demand from accumulator addresses has surged, indicating potential long-term accumulation.
Botanix Labs is winding down its Bitcoin Layer 2 project, Botanix, citing insufficient demand for Bitcoin-native DeFi. Despite a year of 100% uptime and millions of transactions, the project failed to attract enough users, highlighting a distribution challenge for native Bitcoin rails.
Après une période difficile, le Bitcoin dépasse les 65 000 $. Les investisseurs se tournent à nouveau vers les actifs risqués, délaissant potentiellement les actifs refuges comme l'or. Le S&P 500 se dirige vers un nouvel ATH, tandis que le dollar stagne.
The CFTC has approved KalshiEX to list a Bitcoin perpetual futures contract (BTCPERP), marking a significant step for crypto derivatives in regulated US markets. This move could change how retail and institutional traders access leveraged Bitcoin exposure, bringing a popular crypto financial tool into the US regulatory framework.
Wintermute, une société de market making, analyse la récente hausse du Bitcoin, le portant à 66 000 $. Ils estiment que les flux des ETF, stablecoins et DAT ne montrent pas de retournement haussier durable, suggérant une possible stagnation ou un repli vers 50 000 $.
BlackRock's iShares Bitcoin Premium Income ETF (BITA) is now live, offering investors a new way to gain Bitcoin exposure. The ETF combines spot Bitcoin holdings with a covered-call strategy to generate monthly income, trading off potential upside for income generation.
La société française Capital B, spécialisée dans la gestion de trésorerie en Bitcoin, lance un instrument de crédit numérique adossé à ses réserves de BTC. Inspiré par les modèles STRC de MicroStrategy et SATA de Strive, ce produit vise le marché européen en promettant des rendements à deux chiffres avec une faible volatilité.
Bitcoin faces potential declines toward $60,000 following the Bank of Japan's first interest rate hike in 17 years. Historical data suggests Bitcoin averages a 5.74% drop in the 30 days after BoJ rate increases, with potential downside targets between $62,700 and $56,700.
Hyperliquid ETFs are attracting significant institutional inflows, contrasting with Bitcoin ETFs which are experiencing outflows. This trend highlights a growing preference for fee-generating protocols over speculative altcoins, driven by Hyperliquid's unique architecture and revenue diversification.
BlackRock has launched the iShares Bitcoin Premium Income ETF (BITA), which aims to provide investors with Bitcoin upside while generating monthly income by selling call options on its holdings. The ETF is expected to offer a mid-to-high-teens yield.
Bitcoin's recent rally is linked to a US-Iran framework agreement and the Bank of Japan's upcoming policy meeting. A potential BOJ rate hike and its impact on the yen carry trade could significantly influence BTC's price, alongside ETF demand.
Grayscale Araştırma Birimi Yöneticisi Zach Pandl, yapay zeka alanında merkeziyetsiz projelerin önemini vurguladı. Anthropic'in model yasaklamalarına dikkat çeken Pandl, ABD ve Çin'deki az sayıda şirketin hakimiyetine işaret etti.
