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Bitcoin Got the Wrong Crash

Crypto investors usually know exactly which crash they would rather see: oil, not Bitcoin.

When oil prices fall sharply, the market often reads it as good news for risk assets. Lower oil can reduce inflation pressure, improve the outlook for interest rate cuts, and support assets like Bitcoin, Ethereum, Solana, XRP, and other major cryptocurre...


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Oil has crashed roughly 38% from its war-driven peak, hitting a 3.5-month low near $74 per barrel. It now sits just about $7 away from $67 — the level it traded at before the US-Iran war even started. In other words, the entire conflict premium that inflated energy prices for months has almost completely drained out of the market.

WTI in USD over the past month

Th...


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Binance is facing a major regulatory test in Europe, and the timing could not be more important for the crypto market.

According to Reuters, Binance could lose permission to serve European Union clients from next month because its MiCA license application in Greece is reportedly expected to be rejected. The report comes just before the end of the EU’s MiCA transition pe...


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SpaceX and Ethereum represent two very different bets on the future — one a stake in the most valuable private space and satellite company ever to go public, the other the leading smart-contract network underpinning most of decentralized finance. Over the past year, their performance has diverged sharply. This comparison measures each on a like-for-like basis: an Ethereum pos...


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Two of the most talked-about assets of the past year sit at opposite ends of the performance table right now. SpaceX (SPCX) just completed a record-shattering IPO and has been ripping higher ever since, while $Bitcoin — the original "number-go-up" asset — is actually well...


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