The Debate on Blockchain Business Models: Tenant or Landlord?
Free does not necessarily mean beneficial.
Express News | Bitwise: Bitcoin’s correlation with gold rises to highest level since 2020, while correlation with U.S. equities falls to one-year low
André Dragosch, Head of European Research at Bitwise, stated in a post that the 90-day rolling correlation between Bitcoin and gold has risen to its highest level since 2020, while its correlation with the Nasdaq-100 Index has dropped to a one-year low. Meanwhile, Bitcoin continues to exhibit a significant negative correlation with the U.S. Dollar Index. In August, U.S. long-term Treasury yields rose, prompting Treasury Secretary Bessent to intervene in the market by expanding long-term Treasury repurchase operations. Subsequently, Bitcoin surged 22.4% in a single week, marking its largest weekly gain since March 2024; gold rose approximately 5% over the same period, while equities declined. The last time Bitcoin’s correlation with gold reached similar highs was following the implementation of fiscal and monetary stimulus by governments during the pandemic in 2020. Although Bitcoin and gold remain distinct assets, investors are increasingly inclined to hold both as hedges amid rising macroeconomic pressures and currency devaluation risks, with Bitcoin recently behaving more like gold with amplified volatility. If this correlation trend persists, Bitcoin may enter larger capital pools dominated by central banks, sovereign entities, and asset allocators, facing potential repricing.
Bitcoin’s Golden Lineage Awakens: This Could Mark the Start of the Largest Bull Market in BTC History
What we are witnessing now is likely just the beginning of a major bull market.
August Surge: Capital is paying an "additional premium" for leading crypto treasury companies
Capital is assigning an additional capital market premium to certain DATs. This premium comprises beta exposure from rising token prices, amplification through financing leverage, enhanced returns from staking, and the speculative potential of ecosystem narratives.
Virtune AB (Publ) ("Virtune") Has Completed the Monthly Rebalancing for September 2026 of Its Virtune Crypto Top 10 Index ETP - the First Crypto Index ETP in the Nordics
Stockholm, 4th of September 2026 - Virtune today announces the completion of the monthly rebalancing for the Virtune Crypto Top 10 Index ETP, listed on Nasdaq Stockholm for both the SEK-denominated (
USDT0 Goes Live on Stellar, Connecting Unified Dollar Liquidity to the World's Most Accessible Network
ROAD TOWN, British Virgin Islands, Sept. 2, 2026 /PRNewswire/ -- USDT0, the infrastructure that brings the most widely used stablecoin Tether (USDT) to every network, is now live on Stellar, the
Firelight Raises $8 Million, Expands Beyond XRP as It Aims to Make DeFi Less Scary for Fintechs
The protocol aims to give fintechs and investors a faster way to recover losses from DeFi hacks, while letting XRP, bitcoin and XLM holders earn yield by backing that protection.
Bitcoin Is Outperforming Stocks and Correlating With Gold Just When It Matters Most: Crypto Daybook
Bitcoin (BTC) is outperforming gold, the Nasdaq 100 index, the S&P 500 and other major asset classes just when it matters most.
The 3 Catalysts That Could Define Bitcoin's Next Move: Crypto Daybook
Bitcoin's next move depends on three important macro events lined up for the rest of the week.
Bitcoin's Surging Price Faces 1 Key Level That Could Signal If the Bear Market Is Really Over: Crypto Daybook
Bitcoin has surged by 25% to $80,000 in a week. Still, one bastion needs to fall before the bulls can claim victory.
The Great Divide in Crypto Markets: Wall Street on One Side, a Casino on the Other—Which Side Are You Betting On?
If you still habitually treat the "crypto market" as a monolithic entity, you are likely mistaken from the outset. The cryptocurrency sector today is no longer in its nascent era, characterized by the phenomenon where "when Bitcoin rises, altcoins surge in tandem." Bitcoin is now allocated by institutions as a macro asset, Real-World Assets (RWA) are arbitraging yields from traditional finance, and meme coins continue to gamble on attention economies. Although these assets all fall under the "crypto" umbrella, their funding sources, pricing logic, and operational mechanics are now worlds apart. To put it plainly: the crypto world has fragmented into several parallel universes. I. Why the term "crypto market" is becoming increasingly inaccurate
US Treasury yields ease, altering Bitcoin pricing dynamics
During this round of BTC's rally, the most critical factor to watch may not be the crypto industry, but rather long-term U.S. Treasury bonds. On August 18, the yield on the 30-year U.S. Treasury note briefly rose to 5.33%, reaching its highest level since 2007. The following day, the U.S. Treasury Department announced it would double the size of certain long-term Treasury buyback operations, increasing them from $2 billion per operation to at least $4 billion, covering Treasury securities with maturities ranging from 10 to 30 years. Following the announcement, the yield on the 30-year U.S. Treasury note fell by nearly 10 basis points, the U.S. dollar weakened, while gold and global risk assets strengthened in tandem.
Galaxy Digital: SEC Unveils Token Offering Regulatory Framework – Is the Era of Compliant ICO 2.0 Arriving?
On August 18, the U.S. Securities and Exchange Commission (SEC) released the draft "Regulation on Crypto-Asset Oversight" (Reg Crypto). This marks the first set of securities regulations in the United States specifically formulated for the issuance and sale of crypto-assets.
Bitcoin Faces $80,000 Test as Thinner Weekend Liquidity Looms: Crypto Daybook
Bitcoin (BTC) heads into Friday's U.S. session having hit its highest level since May as the U.S. Treasury's bond-buyback plan continues to fuel appetite for risk.
Is the U.S. banking sector softening its stance? ABA Chairman argues for strengthening, not vetoing, the CLARITY Act
Rob Nichols, President and CEO of the American Bankers Association (ABA), stated in a post that the association seeks to strengthen the CLARITY Act rather than veto it.
Express News | Artificial Bull Market? Crypto Executives Convene for First Meeting of U.S. CFTC Technology Advisory Committee
The cryptocurrency sector has seen a three-day rebound, with Bitcoin briefly surpassing $75,000 this morning before stabilizing near the $74,500 mark. Following a series of favorable remarks by U.S. President Trump regarding the crypto industry on Wednesday, the U.S. Commodity Futures Trading Commission (CFTC) held its first Innovation Advisory Committee meeting on Thursday, chaired by CFTC Chairman Michael S. Selig and others. The attendee list featured numerous founders and executives from the cryptocurrency sector, including Coinbase CEO Brian Armstrong, Uniswap Labs CEO Hayden Adams, Polymarket CEO Shayne Coplan, Ripple CEO Brad Garlinghouse, a16z crypto Managing Partner Chris Dixon, Multicoin Capital Co-founder Tushar Jain, Kalshi Co-founder Luana Lopes Lara, Chainlink Labs CEO Sergey Nazarov, Gemini CEO Tyler Winklevoss, Kraken Co-CEO Arjun Sethi, Robinhood CEO Vlad Tenev, Solana Labs CEO Anatoly Yakovenko, as well as representatives from Anchorage Digital, Grayscale, OKX, Consensys, and other firms. Executives from traditional financial institutions and exchanges, such as CME Group, Cboe, Nasdaq, and ICE, also attended. The meeting focused on topics including the evolution of crypto regulation, artificial intelligence, and prediction markets. The CFTC Innovation Advisory Committee (IAC) was officially established on January 12, 2026. On that day, CFTC Chairman Michael S. Selig announced the launch of the committee, which was renamed from the former "Technology Advisory Committee," to advise the commission on innovative issues such as fintech, crypto assets, and artificial intelligence.
CFTC Chair: Crypto industry to gain market structure rules even if CLARITY Act fails
PANews, August 21 – According to Bloomberg, Michael Selig, Chairman of the U.S. Commodity Futures Trading Commission (CFTC), stated that the crypto industry will still receive market structure rules even if Congress fails to pass the CLARITY Act. Selig noted that the CFTC is evaluating multiple crypto-related regulations and possesses significant authority to act under existing laws, while exploring a new type of CFTC-regulated platform termed the “Crypto Asset Market.” Selig described legislation as the “most reliable way to lock in crypto market structure,” but added that “if it becomes necessary to leverage existing powers in the absence of
Multiple positive catalysts converge, triggering a broad rebound in the crypto market
Cryptocurrencies Stage Major Rally Today (August 20), cryptocurrencies, regarded as indicators of market risk appetite, continued to rise. Bitcoin surged more than 3% during the session, briefly breaking through the $72,000 threshold to reach its highest level since June 2. Meanwhile, Ethereum and Solana gained over 1%, HYPE rose nearly 2%, and XRP jumped more than 12%. On the news front, U.S. President Trump urged Congress to pass the "Clarity for Digital Assets Market Act" (CLARITY Act), a bill expected to benefit the crypto industry. Additionally, the U.S. Treasury Department announced a significant increase in the issuance of 20-year and 30-year bonds.
Trump: The United States has discussed plans to accumulate a strategic reserve of Bitcoin and other cryptocurrencies.
PANews, August 20 – According to Simply Bitcoin, U.S. President Trump stated at today’s White House cryptocurrency conference that the United States has discussed plans to accumulate large-scale holdings of Bitcoin and other cryptocurrencies. He further remarked that following the meeting, “we will ensure that the United States maintains its undisputed leadership not only in the fields of Bitcoin and cryptocurrencies but also in technological areas such as prediction markets and artificial intelligence.”
Fed Decision Making Comes Into Focus as Bitcoin Holds Steady, Bond Yields Surge: Crypto Daybook
Bitcoin remains in its weeks-long $60,000 and $67,000 range in advance of today's minutes from last month's Federal Reserve interest-rate setting meeting.