

Prices, ETFs, exchanges, what the market did today.
📰 Latest in markets

The Fed held rates hawkish on April 29 and BTC went up anyway. That tells you something about where positioning was coming into May.

Tether's reserve buffer just hit a record. The number that matters is how much of that evaporates when short-term rates fall.

Robinhood's crypto trading business shrank in Q1 2026. A new prediction-market product quietly replaced it.

The CNB's $1M digital-asset test portfolio is due diligence, not a reserve commitment. There's a difference, and it matters for how you read every central bank's next move.

Most L2 tokens launch with a cliff and a vesting schedule. MEGA launches with a live fitness test instead.

Proposing to bolt Strike's payments rails and Elektron's mining capacity onto Twenty-One Capital looks less like Bitcoin conviction and more like Tether hedging against the day its stablecoin float math gets harder.

MegaETH shipped a token unlock mechanic tied to network KPIs instead of a calendar date. Whether that design survives contact with mercenary liquidity is the actual story.

MARA is spending $1.5 billion to own the power source, not just plug into it. If the AI buildout stalls, it is also holding $785 million in debt.

Most L2 tokens run on cliff schedules, and markets know it. MegaETH's MEGA bets the unlock mechanism matters more than the launch price.

The Fed produced four dissents and a looming chair change in the same afternoon. Bitcoin noticed.

With DCM and DCO licenses now in hand, Gemini can run a fully regulated US derivatives exchange without touching a third-party clearinghouse.

Microsoft, Meta, Amazon, and Alphabet put their AI budgets on paper yesterday. The question for IREN, TeraWulf, and Cipher Digital is whether a $650B demand signal translates into signed contracts.

Four FOMC dissenters on a hold vote is not a footnote. Bitcoin dropped and ETF outflows confirm the market read it.

Three coordinated client releases shipped April 29 carrying Karst activation logic, and the Superchain Registry just made them non-optional for Worldchain.

A tokenized money-market fund yielding 3.49% embedded in a business treasury tool isn't a DeFi product anymore. It's a bank deposit substitute.

Roundhill just filed six ETFs that drop prediction-market-style political bets into any standard brokerage account. The mechanism pays $1.00 or nothing, which means these funds can, and will, go to zero.

The one-time burn is the headline. The cut from 100% to 50% of revenue is the part that matters.

Four straight weeks of institutional inflows and Bitcoin still can't hold $78K. Oil at $103 and today's FOMC window are doing the work.

The fraud numbers are so bad that Canada decided an entire cash on-ramp has to go.

IBIT shed more in gross than the category lost in net because ARKB was on the other side, and that rotation is the actual story.

For the first time, a US-regulated venue holds more BTC options open interest than Deribit. The implied volatility curve just moved onshore.

Eight weeks of steady mid-sized inflows looked like noise. Today's number says it was positioning.

Nine days, $2.1B in total, $14.45M on day nine. The streak is technically alive but the momentum is not.

Negative funding and aggressive whale longs running together since February is the textbook contrarian-bullish setup. It also fails 30% of the time, which is why it's called contrarian.

Oil spiked on Strait of Hormuz tensions, BTC rejected near $80,100 for the second time in a week. Two ceilings don't make a floor.

Ethereum has posted two failed recoveries against Bitcoin this cycle. The difference this time is that network activity moved before the price ratio did.

Both firms held unstaked ETH for weeks before activating on the same day. The timing reveals more than the dollar amount.

Funding flat, open interest falling, skew back to neutral. This is what both bases and tops look like right before the range breaks.

Bitcoin is tracking the dollar index so closely right now that the bull case isn't crypto adoption. It's dollar weakness. Those are different bets.

IBIT took three-quarters of a single day's inflows while every other BTC ETF split the rest. When this streak breaks, that concentration is what explains the exit.

The regulatory chokehold that kept BTC and ETH as the only crypto ETFs for two years just broke. Everything already filed is on a 75-day clock.

The Altcoin Season Index is at 39. It needs 75 to flip green. Capital is not rotating.

The catalyst was geopolitical and the dollar felt it. ETH didn't get the memo.

Tether has been minting through rallies and selloffs alike since March. The question isn't the $150B milestone: it's whether supply growing through multiple market conditions signals structural demand has arrived.

Bitcoin's morning rally has nothing to do with Bitcoin. Iran peace progress moved the dollar, and BTC came with the trade.