ETF Bitcoin spot: -$8.95 billion in May-June, the bleeding continues
Two months of record outflows: US spot Bitcoin ETFs lose nearly $9B cumulatively. The institutional channel withdraws as the price rebounds on the dovish NFP.
6 h ago 6 6
Volksbanken and Sparkassen Open Crypto Retail: Germany Banks Bitcoin
German cooperative banks open crypto trading to millions of retail customers under the MiCA framework. Banked retail crypto is scaling up.
6 h ago 7 8
Lars Eriksson
Solana +19% on Securitize listing: tokenization validates a secondary rail
The listing of an entity linked to Securitize on NYSE boosts SOL by 19%. The market is betting on Solana as the preferred institutional tokenization rail, alongside Ethereum.
6 h ago 4 4
Elena Fischer
Standard Chartered Joins ESMA MiCA Register: Traditional Finance Enters European Crypto Framework
MiCA Day+2: ESMA Publishes First CASP Register Update. Standard Chartered Listed. Binance Still Absent. Regulatory Divide Widens.
yesterday 8 8
Lars Eriksson
The Major Blind Spot of CBDCs: The Korean White Paper Overlooks Privacy
South Korea Releases Its Unified Ledger Plan – And Overlooks Privacy. A Wake-Up Call for Central Banks Flying Blind.
Jul 2, 2026 at 10:19 8 8
Elena Fischer
Visa, BlackRock and 138 Others: The Coalition Aiming to Dethrone Circle
A stablecoin network with 140 players has just been launched, Circle collapses on the stock market. The digital dollar infrastructure war has been declared.
Jul 2, 2026 at 10:17 8 9
Elena Fischer
MiCA D-Day: Binance Suspended in the EU, the Great European Crypto Market Shutdown is Complete
On July 1, 2026, Europe shifted into the era of regulated crypto. Binance is out. Coinbase, Kraken, and Paymium are in. The market will never be the same again.
Jul 1, 2026 at 22:49 8 9
Lars Eriksson
ARK buys $43.5M in crypto shares: contrarian signal or falling knife?
Cathie Wood bets on crypto downturn to accumulate Coinbase, Circle, and ecosystem companies—a institutional wager on post-MiCA consolidation amid a bearish microstructure.
Jun 30, 2026 at 10:08 11 11
Lars Eriksson
**Strategy allows BTC sales to buy back its shares: when the Treasury model cracks under pressure**
Strategy (formerly MicroStrategy) has authorized the sale of Bitcoin to fund share buybacks—a symbolic break from Saylor's "never sell" dogma. With BTC at $59,000 and negative funding rates, the mechanics of the Digital Credit Capital Framework deserve a cold analysis.
Jun 29, 2026 at 20:51 9 12
Yuki Tanaka
IBIT: BlackRock's Bitcoin ETF Holders Show 40% Unrealized Loss
Launched with great fanfare in January 2024, BlackRock's spot Bitcoin ETF (IBIT) now shows an average unrealized loss of 40% for its holders. A sentiment signal to interpret with method.
Jun 29, 2026 at 20:49 11 14
Lars Eriksson
BlackRock Integrates Ethena's USDe into Aladdin: Institutional Finance Adopts Its First DeFi Synthetic Dollar
BlackRock has just integrated USDe, Ethena's synthetic dollar, into its Aladdin platform, which oversees $20 trillion in institutional assets. A world first: a native DeFi asset enters the risk management layer of the world's largest sovereign funds.
Jun 29, 2026 at 20:49 9 9
Elena Fischer
USDT at +8.5% Premium in India: Crypto Crackdown Fuels Black Market for Digital Dollar
After a wave of crackdowns on crypto payments, Tether (USDT) is trading at an 8.5% premium in India—signaling structural demand for dollarization that regulation fails to suppress.
Jun 29, 2026 at 17:15 12 13