Crypto enters CPI day at significant price zones for BTC and ETH, with ETH’s breakout above $4K fueling a broad risk-on tone.
Institutional positioning remains net long, although ETF MVRV’s rise to 2.43 points to elevated unrealized profits and potential profit-taking risk. ETF flow resilience and on-chain accumulation signal structural demand remains intact, even if short-term volatility spikes post-data.
On-chain and derivatives data confirm seller exhaustion and measured re-leveraging, but CPI is now the critical short-term trigger.
The $622 million BSOL fund would keep its legal structure and investor rights unchanged — only how ownership gets recorded would move onto a blockchain
KPMG issued a clean opinion on Tether's 2025 books, physically counted every gold bar in its reserves, and confirmed a $6.8 billion surplus — replacing years of quarterly attestations with something regulators and critics can't wave away as a snapshot
NBIM's indirect BTC exposure crossed five digits for the first time in H1 2026 — almost entirely because one of its equity holdings, Strategy, kept accumulating
