Crypto Briefing·
Bitwise CIO Matt Hougan says crypto is becoming a contrarian bet as AI stocks dominate and Clarity Act uncertainty weighs. The post Bitwise CIO says crypto is becoming a contrarian bet as AI stocks dominate markets appeared first on Crypto Briefing.
Read full articleBitcoin has drawn a new valuation argument from Bitwise, as rising sovereign debt pressures keep bond markets under strain and strengthen the case for BTC as a macro hedge. Bitwise said in a new report that deeper investor concern over…
A sovereign default-risk model estimates Bitcoin’s fair value at $224,000, as rising debt risks and bond-market stress could strengthen the asset’s long-term investment case.
The Digital Asset Market Clarity Act has moved to the United States Senate Legislative Calendar, giving the crypto market-structure bill a formal path toward possible floor action. Senate records show the administrative calendar step was completed by June 1, after…
Galaxy is bringing block-size, principal-counterparty execution to Kalshi and Polymarket event contracts, anchored by a $10 million swap that lets crypto hedge fund Arca hedge regulatory exposure to the Digital Asset Market Clarity Act.
Bitwise is looking past Bitcoin’s recent slide and toward a much larger pressure point: close to $30 trillion in global debt that needs refinancing in 2026. The firm said higher Japanese government bond yields and a warning from the IMF about waning demand for government debt could push markets into a tighter corner, a setup […]
After the CLARITY Act cleared key hurdles in the Senate—thanks to successful markup work by both the Agriculture and Banking Committees—the legislation is now entering a narrow stretch of time that could determine whether it reaches the President’s desk this year. Supporters say the bill’s momentum is real, but the path ahead is tight, both […]
Grayscale proposed a fee of 0.29% on its Hyperliquid ETF, which “slightly undercuts” rivals 21Shares and Bitwise that carry respective fees of 0.3% and 0.34%, says analyst James Seyffart.
XRP, Solana (SOL), and Cardano (ADA) are among the few cryptocurrencies that analysts believe could be significantly impacted by the upcoming CLARITY Act crypto bill. Recent updates show that the bill is still moving through the approval process, with a Senate vote expected this June. If the legislation is passed, it could mark a major […]
