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EDX runs a clearinghouse model built for institutional compliance. SBI Holdings came in as a strategic investor, not just a financial backer, and that distinction is the story.

The first number is 70,000-plus stock and options accounts. The missing number is a launch date.

This is not just a logo buy. It is Ripple putting crypto on college uniforms while wrapping the pitch in financial literacy.

The win here isn't the trade's profit. It's that Ostium copied FX rollover costs, and that made a year-long on-chain position possible.

This is not just a sleepy chart. Glassnode's cost-basis data says a lot of holders are parked near today's price.

BUIDL’s jump is not just another RWA chart going up. It shows institutional cash picking the safest brand in the room.

Empery came to market as a Bitcoin treasury play. It's spending half the stack on a data center instead.

A real inflow would pressure stablecoin issuers. A data mismatch means the bigger story is verification, not victory laps.

SpaceX's June IPO put 18,712 BTC on a public balance sheet for the first time, more than doubling what analysts tracked onchain. When the wallets finally moved, it was fee maintenance.

Edward McGee's exit is framed as personal. The harder number is how much GBTC has lost since cheaper rivals arrived.

The quantum threat is still not here, but exposed public keys are already an inventory problem for custodians.

Two asset classes hit the same wall last quarter. This is not a crypto correction in isolation. It is a liquidity signal.

A private Tether stake sale is not just an exit. It is the first public market check on what people close to the company think the stablecoin giant is worth.

Miners with cheap Texas power are becoming AI infrastructure plays. MARA's latest deal is the clearest signal yet.

Bitwise absorbed the full redemption alone while XRP held flat near $1.09. No catalyst is named.

Sixteen months of agency fighting show the reserve needs Congress, not another announcement from the White House.

TxStream and 200ms leader rotation are real anti-MEV choices, but the first testnet is still late 2026.

June wasn't a blip. It was the largest monthly outflow from US spot Bitcoin ETFs since the category launched, and early July isn't looking cleaner.

DAC8 was sold as tax reporting. Bull Bitcoin says France just built a map of who owns crypto, where they trade, and who can be targeted.

The shareholder meeting is off, redemptions are being returned, and the bitcoin treasury deal has to show new math.

$450 million was wiped in 24 hours, three-quarters of it from altcoins. Bitcoin's options desk is still pricing in $80,000.

The minutes are not the whole trade. CPI, bank earnings, retail sales, and two Deribit expiries now sit in one tight window.

The most prominent named customer on Rail just reverted to wire transfers. No product complaint. No regulatory issue. No reason at all.

A lost-property law built for physical stuff is being aimed at dormant Bitcoin. The court's answer could matter for every old wallet.

This bounce has one clean pillar: a weaker jobs print. Thursday's Fed minutes either support it or pull it out.

The oil spike is the tell: markets read Tuesday's exchange as an inflation event, not just a geopolitical one.

The firm that made abstention its brand now needs a person to study the market it said clients should avoid.

DefiLlama clocked roughly $420M into Poloniex in one day. The exchange hasn't said a word.

The state says taxpayers are protected, but the Ba2 rating says the collateral problem never went away.

BTC Yield turns a covered-call strategy into a retail button, but the product sells ease more than edge.

The weak yen is turning Japanese corporate treasurers into the real demand source, and SBI already owns the regulated rails they need.

Coinbase now holds three regulated UK layers: crypto registration, e-money, and investment services. The everything-exchange build is happening before UK regulation can catch up.

Strategy introduced a framework to sell bitcoin for corporate needs and used it immediately. The first sale came in below the company's average purchase price.

One company is running the Strategy playbook on Ethereum, and the staking implications haven't been priced in yet.
A $25 billion Bitcoin reserve sounds permanent until you notice it still lives inside an executive order.

The reserve was supposed to turn seized coins into strategy. Sixteen months later, it mostly shows how hard policy gets when agencies fight over the keys.

Tether still has the giant balance sheet, but USDC is becoming the rail banks actually plug into.

A seized-coin stockpile is symbolism. A federal savings account for kids would tell households Bitcoin belongs in long-term savings.

A Bitcoin miner just locked in a 20-year deal with an AI company. The whole mining sector moved on the news, and the $19 billion figure hasn't been confirmed yet.

The buy signal came with a sell rule, and IBIT is now big enough for that rule to matter.

Babylon's Bitcoin staking pool shows a $490M drop in USD terms. Whether BTC actually left or the price just moved is still unresolved.

Coinbase's AI sent a result wrong on the score, wrong on the time, and contradicted by its own prediction market.

The bull-case speaker just moved the risk from halvings to intermediaries. That changes what traders should watch next.

ADA's bounce now has three catalysts: new wallets, a treasury vote, and a hard fork that is nearly ready.

Retail's favorite wrong-way crypto celebrity is back, and this time the trade is less interesting than the psychology around it.

Bitwise says the STRC break looks like borrowed bets getting cut, not a forced sale signal. The catch is Strategy now has a real bitcoin-sale policy.

Ki Young Ju's cycle math says Bitcoin gets harder to move with every dollar in. The ETF data is making that case for him.

The three-year Ethereum high is the headline. The 207% jump in aggregate outflows is the number that still needs explaining.