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Bitcoin

298 posts

Bitcoin analysis, price predictions, and BTC ecosystem news.

$5B left Bitcoin ETFs in one quarter — and private credit

U.S. spot Bitcoin ETFs shed $5B in Q2 2026 — their worst quarter ever — as private credit BDCs hit redemption caps

Oil moved 6× more than Bitcoin when Iran blew up the ceasefire

Trump declared the U.S.–Iran ceasefire 'over' on July 8, spiking WTI above $75 while Bitcoin dipped only 2.5% to $62K

Of 7M Quantum-Exposed BTC, Only 2.3M Are Past Saving

~6.9M BTC have on-chain-visible public keys. About 2.3M can't be migrated to quantum-safe addresses; the remaining

49,000 BTC hit exchanges in one day — and average deposit size doubled

CryptoQuant flagged June 30's 49,000 BTC single-day exchange inflow as a 'rare extreme,' with average deposit size doubling to 2 BTC — pointing to whale repositioning, not retail panic, ahead of a potential volatility event.

270K BTC bought near $59K — while ETFs shed a record $4B

Whale addresses bought 270K BTC near $59K as ETFs bled record $4B in June 2026 — on-chain signal or bull trap?

Strategy's paper loss now exceeds Dogecoin's market cap

Strategy's $13.4B BTC paper loss explained: price scenarios, cash flow risks, and bull/bear thesis for MSTR investors.

ETH yields 4% and burns itself. BTC does neither — on purpose.

21M hard cap vs. burn-driven supply: base, bull, and bear cases for Bitcoin and Ethereum as long-term holds, with a portfolio allocation framework.

15,500 attacker wallets hiding in one Windows binary

Check Point Research's June 2026 report exposes a Rust-based clipboard-hijacking campaign with 15,500 embedded Bitcoin addresses, fake GitHub repos, and USB-spread capability — here's what changed and how to stay safe.

Franklin Templeton just wired dividends directly into Bitcoin

Franklin Templeton filed two DRIP ETFs with the SEC on June 19, 2026, routing U.S. equity dividends into Bitcoin exposure via a 95/5 equity-BTC split — with a 20% BTC hard cap and a target launch around September 2026.

Bitcoin ETFs bled $4.4B over 13 days. One fund turned it.

Spot bitcoin ETFs ended a record 13-day, $4.4B outflow streak June 5. IBIT leads recovery; June MTD flows still -$2.1B.

ETH is inflationary again — BTC's bigger risk is 30 years out

Bitcoin's hard cap vs Ethereum's dynamic scarcity, 2026 protocol upgrades, base/bull/bear cases, and portfolio sizing.

ETH is up 4% on a ceasefire that hasn't been signed

ETH jumped 4% to $1,788 as a U.S.–Iran ceasefire cut oil risk. $555M in shorts liquidated. Fear & Greed still at 25.