Analysis News

Our monthly analysis of strategy performance and capital flows in digital assets. We examine fund returns, structured product trends, and allocator shifts to reveal how institutional demand and exposure are evolving across crypto markets.

Ledger's shift to a full crypto platform could redefine self-custody, enhancing user experience and competitiveness in the crypto market.
The post Ledger unveils Wallet 4.0 as it shifts from cold storage to full crypto platform appeared first on Crypto Briefing.

Ethereum whales are now back in profit as the ETH price continues to climb, defying the broader market downtrend. Data from the on-chain analytics platform CryptoQuant indicate that these whales are investors with wallets holding over 100,000 ETH. The sudden move into profitability raises the question of whether these large-scale investors will hold their positions or sell immediately, as key historical chart patterns signal a potential price surge for ETH in the coming months.   Ethereum whales are reportedly back in the green after sitting on a pile of paper losses following ETH’s persistent price decline this year. According to CryptoQuant, this is the first time that whales holding over 100,000 ETH have become profitable since early February 2026.  Ethereum Whale...

Circle Internet Financial, the issuer behind the USDC stablecoin — the second-largest dollar-pegged cryptocurrency — saw its stock, CRCL, tumble 22% on Tuesday to $98 as lawmakers reportedly moved to tighten rules around stablecoin yields.  The selloff followed reports that a revised draft of the Senate Banking Committee’s CLARITY Act would broadly prohibit platforms from offering yield “directly or indirectly” for holding stablecoins or assets that function like bank deposits. Circle Revenue Model At Risk? The proposed restriction, reported by Crypto in America journalist Eleanor Terrett, is written to cover digital-asset service providers and their affiliates — exchanges, brokers, and similar firms — in an effort to close potential workarounds.  Under the draft lan...

Making fiat access more seamless for Hyperliquid users through a fiat on-ramping testing live via Swapped was not the only milestone the leading perp DEX achieved this past week. Hyperliquid offered a weekly recap of everything that happened on the third week of March. Hyperliquid’s “Weekly Update” on its official Telegram Challenge. Hyperliquid Launched S&P500 Perps Last Wednesday, TradeXYZ, a decentralized perpetuals platform built on Hyperliquid, announced its partnership with S&P Dow Jones Indices to launch the first officially licensed S&P500 perpetual derivative on Hyperliquid, giving the decentralized exchange legitimacy, data accuracy, and a direct bridge between TradFi and DeFi. This move positions Hyperliquid as the first crypto-native platform offering 24/...

Circle stock falls nearly 20% after CLARITY Act draft bans stablecoin yield, pressuring USDC growth outlook.
The post Circle stock drops nearly 20% as CLARITY Act draft targets stablecoin yield appeared first on Crypto Briefing.

BitGo and Susquehanna Crypto launch OTC access to prediction markets for institutions using BTC, stablecoins, and other crypto collateral.
The post BitGo and Susquehanna Crypto open OTC prediction markets to institutions appeared first on Crypto Briefing.

Bitcoin's resilience amid geopolitical tensions and institutional support suggests a potential shift in its role as a stable value store.
The post Bernstein says Bitcoin bottom is in, reaffirms $150K year-end target appeared first on Crypto Briefing.

CFTC launches an Innovation Task Force to shape US rules for crypto, AI, and prediction markets as Selig pushes closer SEC coordination.
The post CFTC launches innovation task force to shape US crypto, AI and prediction markets rules appeared first on Crypto Briefing.

Crypto continues to show resilience with bitcoin (BTC) steadily trading around $70-$71k after briefly dropping below the $70k mark over the weekend, outperforming prior Middle East‑driven sell‑offs where thin liquidity exaggerated downside. Related Reading: Bitcoin PMI Cycle Is The Only Signal That Matters, Analyst Explains Why New QCP’s Market Colour argues that Trump’s failed push for Iran to reopen the Strait over the weekend set the scene for bitcoin’s start of the week. At first, risk assets slipped as traders braced for a spike in geopolitical danger, factoring in possible attacks on Iranian power facilities if the choke-point stayed shut. Once the deadline expired and Trump revealed that any strikes were being delayed due to “productive conversations”, the ner...