The S&P 500 has surged 3.12% this month, adding about $2.1 trillion in market value, nearly matching the entire crypto market's capitalization. Meanwhile, Bitcoin has only risen 2%, trading around $64,600, as it faces headwinds such as a stock rally focused on AI sectors, the Coldcard hack, and cautious traders awaiting an expected October market bottom. Additionally, rising bond yields and outflows from stablecoins weigh on crypto, while ETF demand remains subdued. Analysts suggest Bitcoin's lack of movement reflects sector-specific factors rather than broad market trends, with potential catalysts expected in Q4 when regulatory clarity and stablecoin growth may boost crypto demand.
GSR adjusted its Core3 crypto portfolio by increasing Bitcoin allocation to 19.3% and reducing Ether to 44.1%, amid continued declines in Bitcoin, Ether, and Solana prices in 2026. The portfolio fell 57.78% over the past year, underperforming an equa...
GSR increased Bitcoin's allocation in its Core3 model portfolio to 19.3% on August 5, reducing Ether's share amid slower trading and lower volatility across Bitcoin, Ether, and Solana. Despite Bitcoin receiving the smallest weight, it outperformed Et...
Bitcoin held steady above $64,600, supported by buyers after a recent dip, while other major cryptocurrencies showed mixed performance. The market's attention is also on SpaceX, where $101 billion worth of stock becomes tradable as the first lockup e...
Large XRP holders have been steadily buying during the token's price drop from $2.40 to around $1.00-$1.20, indicating quiet accumulation rather than panic selling or a breakout. Meanwhile, Ether is trading below its realized price of about $2,450, c...
Chainlink (LINK) experienced a significant outflow of 1.26 million tokens from centralized exchanges, the largest since June 29, reducing available supply and easing selling pressure. Institutional adoption is rising, highlighted by DTCC's tokenized ...
