U.S. spot Bitcoin ETFs recorded US$1.32B (AU$2.09B) in net inflows during March 2026, the first positive monthly flow since October 2025. The March rebound still left Q1 2026 net flows at approximately -US$500M (AU$790M), after four months of combined outflows totalling roughly US$6.41B (AU$10.13B). Most ETF investors remain underwater, with an average cost basis of […]
Nakamoto Holdings (NAKA) sold 284 BTC in March 2026 for ~US$20M realising a ~40% loss against its average acquisition cost of US$118,171 per coin. MARA Holdings separately sold over 15,133 BTC worth more than US$1B in March to retire convertible debt, with MARA and Riot Platforms each declining double-digits on March 19 as BTC fell […]
Google has published research outlining a much more efficient implementation of Shor’s Algorithm, which will likely make it easier to use quantum computers to break current cryptographic algorithms. Google now warns that a large-scale transition to post-quantum cryptography should occur before 2029 to address the threat posed by quantum computers. Crypto leaders have debated the […]
About 47% of all Bitcoin in existence is currently held at an unrealised loss, with US$304 billion of long-term holder supply underwater, the worst reading since 2023. The Bitcoin Impact Index jumped 13 points in a single week to reach 57.4, its steepest weekly surge since January 2026, entering the “High Impact” band that has […]
A single wallet opened a US$53 million Bitcoin short on Hyperliquid, with a liquidation price of US$80,630, a level more than 20% above Bitcoin’s current price. The same trader holds roughly US$91 million (AU$144 million) in total notional positions, including a long on Brent crude oil and shorts on silver and altcoins. A separate whale […]
Morgan Stanley’s amended S-1 filing proposes a 0.14% annual “Delegated Sponsor Fee” for its Bitcoin Trust (MSBT), the lowest of any spot Bitcoin ETF in the US market. MSBT undercuts the Grayscale Bitcoin Mini Trust’s current market-low of 0.15% by one basis point and drops 11 basis points below BlackRock’s IBIT; Coinbase serves as Bitcoin […]
Strategy appears to have made no Bitcoin purchases in the week ending March 28, 2026, breaking 13 consecutive weeks of accumulation totaling roughly 90,831 BTC. Executive Chairman Michael Saylor skipped his weekly “Orange Dot” Bitcoin post, instead promoting STRC perpetual preferred stock — the signal markets read as a pause. CEO Phong Le confirmed Strategy […]
Gold ETFs recorded approximately US$11 billion in outflows in the first three weeks of March, led by SPDR Gold Shares’ record US$7 billion (AU$10.07 billion) monthly redemption. JPMorgan analyst Nikolaos Panigirtzoglou noted that gold’s market liquidity has “deteriorated below bitcoin’s for the first time,” marking a historic shift in relative market depth. Gold has fallen […]
Bitcoin climbed roughly 1% from an intraday low near US$68,450 to just above US$69,000 after President Trump extended his pause on strikes against Iranian energy infrastructure from five to 10 days. The 10-year Treasury yield hit 4.43%, its highest level since August and up 48 basis points since the Iran conflict began on Feb. 28, […]
Bitcoin has tested the US$71,500 pivot four times in the past seven days, forming an inverse head and shoulders pattern on the 4-hour chart with a breakout target near US$80,000. Open interest surged US$500 million in 24 hours to US$16.5 billion, while a CryptoQuant on-chain signal dropped to levels that preceded 10–14% rallies in previous […]