🔹 Circle surged 16% overnight and is now approaching its March 2026 high, as investors position for potential progress on the CLARITY Act.
🔹 Notably, the rally comes despite relatively steady USDC market cap growth in recent weeks, suggesting the move is driven more by regulatory expectations than by a sharp improvement in near-term fundamentals
.🔹 A clearer digital asset regulatory framework could...

🔹 Bitcoin continues to grind higher, with several market-moving catalysts lined up this week.
🔹 Fed leadership, crypto regulation, and geopolitics are all in focus: Kevin Warsh could move closer to becoming the next Fed Chair, while the CLARITY Act may see further progress later this week.
🔹 Any signs of clearer crypto regulation could reinforce expectations that policy uncertainty is easing, p...

🔹 Bitcoin has been grinding higher, but the more important signal may be happening beneath the surface.
🔹 BTC implied volatility has been compressing sharply, suggesting the current move may still have room to run.
🔹 As volatility falls, risk constraints may loosen. Lower perceived risk can allow traders to increase position sizes and deploy more capital.
🔹 This incremental flow can quietly support p...

🔹 April played out largely in line with seasonal patterns. Bitcoin has historically performed well in April, and this year’s return also came in above its historical average.
🔹 Despite the constructive seasonal setup, this was not a fully crowded call. Sentiment sounded constructive, but positioning did not meaningfully follow.
🔹 Low trading volumes and persistently negative funding...

🔹 Spot Bitcoin ETF inflows have now been positive for nine consecutive trading days, pointing to steady institutional demand.
🔹 Rather than a short-term surge, the latest flows suggest steady accumulation, which can help support Bitcoin’s gradual move higher.
🔹 Strategy, formerly MicroStrategy, has purchased roughly $11 billion worth of Bitcoin this year, further reinforcing market demand.
🔹 With trading volumes...

Against a backdrop of increasing macro divergence and a reshaping of global asset allocation logic, BIT, a global digital asset financial infrastructure and services group, hosted the Global Asset Strategy Forum in Central, Hong Kong, on April 22, 2026, under the theme “Beyond Cycles, Defining the Future”.
The event brought together a diverse group of...

Author: Cactus Custody Research Team
The Sword of Damocles in the DeFi dark forest has fallen again, just weeks after the $285 million Drift hack incident earlier this month.
Recently, Kelp DAO, a leading Liquid Restaking Token (LRT) project, suffered a catastrophic hacker attack, with up to $292 million in assets being plundered. This storm not on...

Effective today, Matrixport will operate under a new brand name: BIT.
Over the coming weeks, our website and official communication channels will be progressively updated to reflect the new name and visual identity.
Why BIT
The digital asset industry has entered a new phase – defined by clearer regulatory frameworks, higher institutional standards, and increasing expectations around governance, transparency and operational discipline.
Since our founding in 2019, we have...

🔹 Bitcoin ETF flows have turned positive again, on track for a second consecutive month of net inflows — signaling a modest but meaningful shift in sentiment
🔹 The current setup mirrors 2025, when flows were flat at this stage before surging by nearly $30B later in the year
🔹 That wave of capital helped drive a strong post-April rally, suggesting potential upside if history rhymes
🔹...

🔹 Circle’s upcoming earnings are bringing fresh attention to the stablecoin sector, one of the strongest structural growth themes in digital assets.
🔹 Despite the sector’s long-term growth story, Circle’s share price has pulled back notably after its initial post-listing rally.
🔹 Short positioning remains elevated, with around 17.8% of shares sold short, making Circle one of the mo...