TD Cowen this week initiated equity research coverage on three public Bitcoin treasury companies (PBTCs) and one Ethereum digital asset treasury, publishing proprietary valuation models and KPIs specific to the sector. The move marks one of the more concrete steps a major bank has taken to build formal research infrastructure around Bitcoin-focused equities. The firm’s
Bitcoin institutions are betting on both sides of the market at $72,000, buying $80,000 call options while simultaneously purchasing downside protection, as Friday’s CPI data and US-Iran peace talks in Islamabad leave direction entirely unclear. Bitcoin has been range-bound near $72,000 on April 10, with institutional positioning reflecting deep uncertainty about the next major move.
Bitcoin has mounted a notable recovery, climbing to $72,000 despite months of persistent negative sentiment across the market. Current positioning points to a growing likelihood of a rebound, supported by evolving investor behavior and key market thresholds now in play. Bitcoin posts sustained accumulation streak The recent rally aligns closely with an extended phase of
Bitcoin is trading above $73,000 Friday evening, and the derivatives data sitting behind that price tells a more cautious story than the spot number suggests. Across futures exchanges and options desks, traders have been stacking protection, pulling back call exposure, and watching a cluster of max pain levels that puts significant pressure right below current
The cryptocurrency industry is currently experiencing a very high psychological and technical level of consolidation. Most of the news relating to the market will typically focus on price movement. Well-established analysts are analyzing on-chain statistics to identify the current strength of the pricing trends and place their bets. The Unspent Realized Price Distribution (URPD) is
BTC Is Digital, Decentralized, Non-Sovereign Asset Anthony Pompliano said in his latest podcast episode on Thursday that Bitcoin is demonstrating “true product-market fit,” citing rising interest from both traditional finance and geopolitical actors. He pointed to the launch of a low-fee as evidence of accelerating institutional adoption. Pompliano also referenced reports suggesting that Iran may
A crypto analyst has shared two interesting scenarios she believes that the Bitcoin price could follow, depending on the direction of its next moves. According to the analyst, a price breakdown to new lows near $50,000 could be bullish for $BTC, suggesting the cryptocurrency may reverse to the upside after hitting that bottom. On the
A significant 3,000 Bitcoin transaction, valued at approximately $216 million, has captured the cryptocurrency market’s attention after blockchain tracker Whale Alert reported its movement from an unknown wallet to the OKX exchange on March 21, 2025. Consequently, this substantial transfer immediately prompts analysis regarding its potential implications for Bitcoin’s price and market liquidity. Large-scale movements,
Bitcoin is trading around $72.4k as markets digest a turbulent start to Q2, with macro uncertainty and a shaky ceasefire in the Middle East continuing to weigh on risk assets globally. While $BTC has shown some resilience relative to traditional markets in recent weeks, the broader technical structure remains bearish, and the road to recovery
Securitize integrated its tokenized assets with TRON, a network with over 373 million accounts and $26 billion in total value locked. The company manages more than $4 billion in assets and works with institutions such as BlackRock, KKR, Apollo and VanEck. Both companies announced the development of a TRON-native real-world asset (RWA) product, the details