
US strikes five Iranian tankers as Gulf tensions climb
US strikes on five Iranian tankers sent supertanker rates to a record near $800,000 a day. Here is what the Gulf shock means for Bitcoin liquidity.

US strikes on five Iranian tankers sent supertanker rates to a record near $800,000 a day. Here is what the Gulf shock means for Bitcoin liquidity.

Supertanker rates hit a record high near $800,000 a day as Gulf tensions escalate. What the freight shock means for Bitcoin, inflation, and liquidity.

The Middle East war broadened as Iranian strikes hit a US base and oil spiked, yet BTC held near $77,321. Here is why crypto shrugged and what happens…

Coinbase Wallet returns as the Base App name retires and Kalshi launches CFTC-approved metals perps. Why smart money still waits for lower BTC.

BitMEX co-founder Ben Delo’s record £36 million donation to Reform UK highlights crypto’s growing political influence, but Bitcoin remains unmoved.

Arthur Hayes says he barely uses Bitcoin technical analysis as BTC slips to $77K and ETF outflows hit $283M. We read the macro tape and the levels.

Bitcoin ETF outflows hit $463 million and broke a three week inflow streak, with the biggest daily exit since July 13. Here is our read on what comes next.

Revolut exposed customer KYC data and Bitcoin histories after a spoofed government request. No funds lost, but phishing risk for wealthy users just jumped.

Bitcoin ETFs bled $449 million in a fourth week without net inflows, led by a $282.6M Thursday exit, while Ether funds gained. Our read on the flows.

Bitcoin ETF outflows extended to a fourth day as $13.29M left on Sep 11, while Ethereum ETFs drew $216M. What the split means for BTC near $77,231.

US CPI printed 3.4% in line with expectations and Bitcoin bounced to $77,244, but whales stay in cash while retail longs the relief. Our read.

Sui is building AI agents and new tokenized markets, but we read the AI push against a weak Bitcoin tape and eager retail leverage.
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