Barclays Now Sees Two Fed Rate Hikes After Betting on None
Barclays flipped from zero Fed rate hikes in 2026 to two, and bitcoin near 77,500 dollars now prices a September move that the trackers call a coin flip.
Barclays flipped from zero Fed rate hikes in 2026 to two, and bitcoin near 77,500 dollars now prices a September move that the trackers call a coin flip.
The GENIUS Act set a one-year deadline for stablecoin rules that lapsed in July 2026. Regulators keep drafting while the market held near $303 billion.
Polymarket prices the CLARITY Act at 13% to become law in 2026 while Kalshi gives the September vote a 91% chance. Its odds fell from 82% in February.
Ethereum staking hit a record near 34 percent of supply. EIP-8363 would cut the staking yield toward zero, and validators signal just 3 percent support.
Bitcoin whales added 39,154 coins last week while the smallest wallets sold into the rally, and the move stalled below an old supply wall near $83,000.
Tokenized stock transfers hit $29.5B, up 415% in a month. The value actually held on chain rose just 1.45%, and three venues hold 81% of the total.
IREN is scrapping its bitcoin mining fleet by December after a 638.8 million dollar writedown, yet mining revenue still rose 19 percent this year.
Bitcoin climbed back near $80,000, but Strategy, Metaplanet and Twenty One still trade below their own coins. The treasury premium never returned.
August's crypto token unlocks total $1.28 billion, but nearly half is one linear release and the scariest percentages freed the least cash.
Crypto ETFs added $23.3 billion in assets last week, but only $2.6 billion was new money. The rest was price. Where the cash actually went.
An attacker seeded a wallet with 2 ETH, bought Term Finance's thin governance token, and voted $8.5 million out. It fits the year's pattern.
Strategy's mNAV slipped below 1, valuing the largest bitcoin treasury under its own coins. What breaks when the treasury premium disappears.
The Coldcard exploit drained roughly 1,083 BTC. It also pushed 210,000 BTC out of long-term holder wallets and lifted active addresses to a 20-month high, distorting on-chain signals.
The Bank of Italy sent USDC down ten routes and priced every leg. Stablecoin remittances ran 0.30% to 8.96%, and the chain took 0.4%.
New York's petition against Kalshi lists $36 billion at minimum, more than the entire on-chain World Cup prediction market. The CFTC filed first.
BitMine holds 5,787,414 ETH and is 247,586 short of its 5% goal. It bought 9,946 last week and spent six times more on its own stock.