Bitcoin

BlackRock private credit fund is latest to crack, hitting crypto prices and DeFi markets

BlackRock's private credit fund just broke, and the tokenization crowd is learning a hard lesson about what "real-world assets" actually means. The Signal A BlackRock private credit fund hit liquidity problems this week, part of broader cracks forming across the $3.5 trillion private credit market. This matters for crypto in two distinct ways, and only one of them is getting talked about. First,

Continue reading ›

Almost nobody is talking about altseason anymore. That may be bullish

When everyone stops talking about altseason, that's usually when it shows up. The Signal Social media chatter about "altseason" just hit a two-year low, per Santiment's data tracking. This matters because crypto markets are reliably contrarian. When retail investors flood Twitter with altcoin moonshot predictions, you're usually close to a local top. When they go silent and bitter, nursing losses

Continue reading ›

Bitcoin rebound appears a ‘relief rally,’ not the start of a new bullish cycle, says CryptoQuant

Bitcoin's bounce off the lows isn't the comeback story you think it is. The Signal CryptoQuant's head of research Julio Moreno is calling what everyone else is celebrating a relief rally, not a trend reversal. Bitcoin climbed from recent lows, and the usual suspects started talking about "the bottom is in." Moreno says look at the actual data. On-chain metrics

Continue reading ›

Trump Supports Crypto Industry in Stablecoin Yield Battle

The President just picked a side in the fight over who gets to profit from your stablecoin deposits, and it's not the banks. The Signal Trump posted that traditional banks are "standing in the way" of his crypto agenda, specifically calling out their resistance to letting stablecoin issuers share yield with token holders. This isn't abstract policy wonkery. Right now, companies like Circle

Continue reading ›