The post Why Institutional Capital Is Becoming More Selective in Crypto appeared on BitcoinEthereumNews.com.
The latest KuCoin Ventures Weekly Report highlights an important shift in institutional behavior between June 22 and 28. On the surface, market conditions offered little reason for optimism. Tightening financial conditions, sticky inflation, a hawkish Fed, and a seventh straight week of Bitcoin ETF outflows should have sent institutional capital for the exits. However, institutional positioning suggested otherwise. Instead, the week’s developments pointed to a different trend. Investors became far more selective, moving toward sectors with real yield, real fundamentals, and real utility rather than fleeing altogether. Three areas absorbed most of that attention: real-world assets (RWAs), DeFi lending, and prediction markets. Aave deepened its footprint in institutional on-chain lending, Kraken emerged as a possible buyer into that same infrastructure, and prediction markets kept
The post FOMC Minutes: Why the S&P 500 Needs Rate-Cut Patience appeared on BitcoinEthereumNews.com.
It’s minutes week. The Fed will open the hood on its June meeting, and stocks will try to figure out if the engine’s still running smooth or starting to ping. If you care about the S&P 500 holding its massive Q2 run, this one matters. We’ll break down what in the minutes can shake equities, why “patient cuts” beat “fast pivots,” and how jobs, inflation, yields, and the dollar tie together. You’ll get a plain checklist for release day, a sector map for different rate paths, and a read-through for crypto risk. Quick heads-up on timing: the June 16–17, 2026 FOMC minutes hit on Wednesday, July 8 at 2:00 p.m. Eastern. Mark the clock. That’s straight from the Fed’s calendar Federal Reserve (FOMC calendar). The S&P 500’s rally still leans on a slow, steady path to rate cuts rather than an urgent pivot. The market wants confirmation that inflation risks are easing enough to trim rates later this
The Fed's hawkish stance could lead to increased Treasury yields, impacting risk assets like Bitcoin and altering market rate expectations.
The post Fed minutes set to reveal hawkish surprise that could rattle crypto markets appeared first on Crypto Briefing.
The post Why One Big Bitcoin ETF Inflow Didn’t Stop Redemptions appeared on BitcoinEthereumNews.com.
On Thursday afternoon, the ETF tape finally flashed green. A chunky buy ticket hit the U.S. spot bitcoin ETF complex, the biggest daily inflow in weeks. Traders perked up. Maybe that was the turn. By the closing bell, the narrative didn’t budge. The week still closed red for the group. Another negative print. Eighth in a row. If you’ve been watching these flows every day, you felt the whiplash. One big inflow didn’t fix the deeper issue: demand has been inconsistent while redemptions kept dripping in, fund by fund, desk by desk. Here’s the scorecard. Over the four trading days ending Thursday, July 2, 2026, U.S. spot bitcoin ETFs saw about $527 million in net outflows, marking an eighth straight negative week, the longest such run since launch. That same Thursday printed a sizable single-day inflow of $221.72 million, but it wasn’t enough to flip the week green, according to The Block.
The post British Pound slips as Hormuz attacks revive USD demand appeared on BitcoinEthereumNews.com.
The Pound Sterling (GBP) retreats against the US Dollar (USD) on Tuesday as tensions in the Middle East rise, following reports of attacks on two ships in the Strait of Hormuz. The GBP/USD pair trades at 1.3373, down 0.11%. GBP/USD falls as Oil spike lifts Fed hike worries The Greenback remains steady after the Islamic Revolutionary Guard Corps (IRGC) attacked ships that attempted to pass through the Omani route, ignoring the IRGC’s repeated warnings. These developments underpinned Oil prices and consequently the US Dollar, as high energy prices could force the US Federal Reserve (Fed) to raise interest rates. The US Dollar Index (DXY), which measures the buck’s performance against six currencies, is up 0.05% at 100.93. Data from the US showed that the trade deficit widened in May, driven by a jump in imports and a decline in exports. The Goods and Services Trade Balance deficit came a
The post Wintermute Cautions ‘Relief Rally’ Likely as Bitcoin Touches Highest Price in Weeks appeared on BitcoinEthereumNews.com.
In brief Wintermute believes recent Bitcoin and crypto price action is a clear relief rally, or short-term price recovery. The market maker pointed to rising ETF inflows, macro easing, and a dovish Fed tone as contributing variables. Bitcoin has jumped more than nearly 10% in the last week, but is still down nearly 50% from October’s peak. Bitcoin has jumped nearly 10% in the last week of trading, recently changing hands at $64,023 after touching a two-week high above $64,500 on Monday. But market-making firm Wintermute says it’s still “somewhat cautious,” suggesting the recent price jump is more of a relief rally than a structural shift. In other words, the firm believes this is a temporary or short-term recovery as opposed to a significant, fundamental shift in the market. “This looks like a textbook relief rally, and it makes sense given the input,” the f
Onchain tranching could reshape DeFi by offering nuanced risk management, attracting institutional capital, and diversifying investment strategies.
The post Onchain tranching is positioning itself as the future of structured finance in DeFi appeared first on Crypto Briefing.
The post Swiss Franc eases as hawkish Fed outlook supports US Dollar appeared on BitcoinEthereumNews.com.
USD/CHF holds modest gains on Tuesday as traders balance softer US labor market data against hawkish Federal Reserve (Fed) expectations, keeping the US Dollar (USD) range-bound. At the time of writing, the pair is trading around 0.8066, remaining on the front foot for a second consecutive day. Recent US labor market data have come in softer than expected, pointing to a gradual cooling after showing signs of improvement earlier this year. The four-week average of the ADP Employment Change eased to 21K from 24.25K. This follows last week’s disappointing June Nonfarm Payrolls (NFP) report, which showed the US economy added just 57K jobs, well below market expectations of 110K. The softer labor market data have prompted traders to scale back expectations of a near-term Fed rate hike. However, Fed officials continue to stress that inflation remains a concern. New York Fed President John
The post Canadian Dollar steady as trade surplus, Fed outlook cap USD/CAD appeared on BitcoinEthereumNews.com.
USD/CAD trades around 1.4205 on Tuesday at the time of writing, virtually unchanged on the day, as investors balance encouraging Canadian economic data against a US Dollar (USD) that remains supported by monetary policy expectations and ongoing geopolitical tensions. Canada released stronger-than-expected trade figures. Merchandise exports rose 0.9% in May, while imports edged down 0.2%, allowing the trade surplus to widen to CAD$4.24B from an upwardly revised CAD$3.41B in April. This marks Canada’s third consecutive monthly trade surplus. Meanwhile, the Ivey Purchasing Managers Index (PMI) eased to 59.7 from 61.3 but remained firmly in expansion territory, signalling that economic activity continues to grow. Despite the upbeat domestic data, the Canadian Dollar (CAD) struggles to gain traction, although higher Oil prices are providing some support. West Texas Intermediate (WT
