市场故事， 一个专注的信息流

Leveraged funds became 7,275 BTC-equivalent less net short as asset-manager longs fell and weekly ETF demand barely stayed positive. The post Why Bitcoin’s rally above $80,000 isn’t backed by institutional conviction appeared first on CryptoSlate.

The one-year share rose 0.98 percentage points in a month while adjacent age bands shifted around the threshold. The post Why Bitcoin’s 63% HODL wave isn’t the mega bull signal everyone thinks it is appeared first on CryptoSlate.

Friday broadened demand, yet the two-day rebound left the midweek withdrawal gap partly open. The post Fidelity surge brings in $310M BTC saving Bitcoin ETFs from a disastrous week appeared first on CryptoSlate.

Trump’s new law sets the clock, but rates, targets and energy-market spillovers will decide whether crypto feels it. The post Bitcoin faces an October 18 test as Trump prepares new Russia tariffs appeared first on CryptoSlate.

Bitcoin hit an intraday high of $81,400 on Friday, approaching the low-$82,000 zone that has capped every recovery attempt since late August. US spot Bitcoin ETF shares stop trading once American markets close for the weekend. Any further push through that ceiling over the next two days would occur in continuously open crypto markets, without […] The post Bitcoin survived the Fed and CLARITY, and ...

Gilt yields fell as active auctions paused, yet the Bank’s full portfolio unwind keeps a slow-burn rates risk alive. The post Bitcoin faces an eight-year rates test as the BOE unwinds £368 billion appeared first on CryptoSlate.

The yen weakened after the decision, leaving immediate unwind pressure limited as higher funding costs move toward implementation. The post Bitcoin rallies after BOJ’s 1.25% hike, but the real yen-carry test starts next week appeared first on CryptoSlate.

Treasury also says the Iranian exchange moved Hormuz Safe payments to the regime, without equating that stream with the IRGC total. The post US sanctions Iranian crypto exchange and its software developer over alleged IRGC Bitcoin transfers appeared first on CryptoSlate.

The September 18 advance accompanied a tech rebound and yen weakness, while prior-session ETF inflows offered a tentative demand signal. The post Why Bitcoin hit $80k today hours before bad US data even landed appeared first on CryptoSlate.

Hyperliquid has launched native manual borrowing, extending its trading infrastructure into credit as HYPE climbed to a fresh all-time high above $90. The Sept. 18 rollout lets users pledge HYPE or Bitcoin as collateral to borrow USDC or USDT directly through HyperCore. Hyperliquid said $269 million in assets were borrowed Friday, giving the new product […] The post Hyperliquid opens native lendin...