Why bitcoin's 'compressed' valuation offers reduced downside risk versus stocks
The recent surge in oil and gas prices has driven up inflation expectations, causing markets to adjust their bets on Federal Reserve rate cuts, with traders now pricing in a near 40% chance of no rate cuts this year.
What to know:
Asset manager Bitwise suggests bitcoin may already have priced in the effects of tighter monetary policy, leaving stocks more exposed to macroeconomic shocks.
The recent surge in oil and gas prices has driven up inflation expectations, prompting markets to adjust their bets on Federal Reserve rate cuts, with traders now pricing in a near-40% chance of no rate cuts this year.
Bitwise argues that bitcoin has already adjusted to tighter financial conditions, while equities have only recently begun to fall, making stocks more vulnerable to negative macro catalysts.
Canada moves to ban crypto donations for election campaigns following UK
Bill C-25 follows years of warnings from Canada's Chief Electoral Officer about the risk that crypto donations could pose to electoral integrity.
What to know:
Canada’s Bill C-25 would ban cryptocurrency, money order and prepaid card donations across the federal political system, closing a fundraising channel that has seen virtually no use since crypto was first permitted in 2019.
The Chief Electoral Officer, who initially favored tighter regulation, shifted in 2024 to recommending an outright prohibition, citing cryptocurrency’s pseudo-anonymity and the fundamental difficulty of verifying contributor identities.
The bill, a reintroduction of the failed Bill C-65, sets 30-day deadlines to return or remit illegal crypto contributions and imposes penalties up to twice the contribution’s value plus $100,000 for corporations, and is currently at first reading in the House of Commons.
The industry’s most significant opportunities are being forged during this period of uncomfortable volatility. Here’s why, argues Grider.
Since Bitcoin's all-time high of $127,000 in October 2025, the first quarter of 2026 has gotten off to a shaky start, with Bitcoin crashing to a $60,000 floor in under five months. While this whiplash may be painful, it looks worse than it really is: the market is actually doing exactly what it needs to do to build a stronger cycle ahead.
Crypto tends to bear the brunt of the selloff when macro conditions, geopolitical tensions and traditional markets turn south. Several converging factors are currently driving immense pressure on crypto markets: elevated counterparty risk, global liquidity tightening, weak technical trends, fading ETF inflows and broader stress across credit and banking markets.
But periods like this are not anomalies in digital asset markets. They are part of the larger cycle – and a sign of what’s to come for those willing to see it.
🚨Brazil passes law turning seized crypto into public-security war chest
The law lets authorities use crypto seized during investigations and expands their power to freeze, block or seize funds in a bid to crack down on criminal organizations.
What to know:
A new law allows Brazilian authorities to use cryptocurrency seized from criminal organizations to fund public security efforts, such as police equipment and training.
The law enables authorities to provisionally use seized cryptoassets, with a judge's approval, and expands judicial authority to freeze, block or seize cryptoassets during investigations.
The legislation also aims to combat organized crime by increasing the penalties for using encrypted messaging apps or privacy tools to conceal activity, and enables international cooperation for asset recovery and intelligence sharing.
📰🚨MARA Holdings higher by 10% after selling $1.1 billion in bitcoin to fund debt buyback
The strategic move cuts debt, reduces dilution risk, and strengthens the balance sheet for expansion into AI and energy infrastructure, said the company.
What to know:
MARA Holdings (MARA) repurchased approximately $1.0 billion of convertible notes at about a 9% discount, capturing roughly $88 million in value, according to the company.
The sale of 15,133 bitcoin funded the transaction, with remaining proceeds expected to enhance liquidity and support broader strategic initiatives.
MARA shares were higher by 10% in premarket trading on Thursday.
Elon Musk's X hires crypto-savvy design lead as X Money payments push inches closer
Benji Taylor, former CPO at Aave Labs and design head at Coinbase's Base, brings self-custody wallet and DeFi product experience to the social media platform.
What to know:
Elon Musk's X has hired crypto veteran Benji Taylor as its new head of design, tying his role to both xAI and SpaceX.
Taylor previously founded Los Feliz Engineering, the creator of the self-custody wallet Family, which was later acquired by Aave. He also led design at Coinbase’s Base blockchain network.
His background in wallets and decentralized finance comes as X prepares to launch X Money, offering peer-to-peer payments, bank deposits, debit card and cashback across the U.S.
Bhutan moves another 500 bitcoin to exchanges as 2026 outflows top $150 million
The Royal Government of Bhutan transferred 519.707 BTC on Wednesday, the latest in a series of increasingly large moves that have taken its holdings from a peak of roughly 13,000 BTC to 4,453.
What to know:
Bhutan has accelerated sales from its state-owned bitcoin reserves, moving about $152 million worth of BTC so far in 2026, including a 519.7 BTC transfer worth $36.75 million on Wednesday.
The kingdom's holdings have fallen roughly 66% from a late-2024 peak of about 13,000 BTC to 4,453 BTC, as larger March transactions replace the smaller $5 million to $15 million clips seen in January and February.
Repeated transfers to Singapore-based QCP Capital suggest a structured over-the-counter selling arrangement, and the drawdown has left Bhutan with fewer than half the coins needed to meet its earlier pledge of up to 10,000 BTC for the Gelephu Mindfulness City project.
Some bitcoin indicators are still going the wrong way, challenging the bullish $70,000 holdout story
Key indicators such as ETF inflows cloud the bullish $70,000 holdout story
What to know:
Bitcoin has held near $70,000 despite geopolitical tensions, rising oil prices and fading expectations for Federal Reserve rate cuts, underscoring the market's resilience.
But a deeply negative Coinbase Premium clouds the bullish holdout story.
ETF inflows , a proxy for institutional demand, have slowed since last week,.
UK political crypto donations banned by Starmer government
The government halted crypto political donations over concerns about foreign interference, as the Rycroft review warns that anonymity risks undermine democratic transparency.
What to know:
The U.K. government has imposed an immediate moratorium on crypto donations to political parties, citing risks of hidden foreign funding and weak traceability.
The move follows the Rycroft review, which recommends a pause — not a permanent ban — while regulators develop stricter oversight rules.
New reforms also cap overseas donations at £100,000 annually and will be embedded in legislation, raising the bar for reversing the policy.
Circle selloff may be overdone as crypto bill weakens Coinbase edge, say analysts
The latest draft of the CLARITY Act hit both stocks, but one analyst says the bill could ultimately shift bargaining power toward Circle and away from Coinbase.
What to know:
Circle’s stock plunged 20% Tuesday after the CLARITY Act’s stance on stablecoin yield, but analysts argue the new rules may ultimately shift economic power toward the company as a regulated issuer.
Because Coinbase currently captures a large share of USDC interest income through its distribution deal with Circle, limits on yield-like rewards could erode Coinbase’s high-margin stablecoin revenue and strengthen Circle’s hand in their 2026 renegotiation.
Some investors see the selloff in Circle as overdone, noting that stablecoin demand is driven more by payments and settlement utility than yield, and projecting that regulation and market growth could support a Circle valuation of around $75 billion.
🚨Binance tightens market maker rules, tells token issuers they must disclose partners
The guidelines ban profit-sharing and guaranteed return arrangements, aiming to prevent conflicts of interest and manipulative trading.
What to know:
Binance released new guidelines for market makers, requiring them to disclose their identity, contract terms and other information.
The rules ban profit-sharing and guaranteed-return arrangements, aiming to prevent conflicts of interest and manipulative trading.
Binance said it will monitor market maker activity and take action against misconduct, such as selling tokens in a way that clashes with release schedules or artificially inflating trading volume.