#BNB baru saja mencapai tonggak baru, duduk di keuntungan sepanjang masa sebesar +13,764%. Apa yang dimulai sebagai token pertukaran sederhana secara perlahan berkembang menjadi salah satu aset kripto terbesar di pasar. Jika seseorang telah berinvestasi $1,000 di awal, posisi itu akan bernilai lebih dari $130,000 hari ini. #bnb
#BTC EU: Markets in Crypto-Assets (MiCA) regulation is now fully enforced across all member states. Compliance for stablecoin issuers and service providers is mandatory, ensuring uniform market standards and enhanced consumer protections across the European Union. #BTC
#BTC US Treasury Bond Real Performance ( $IEF Total Return / CPI) vs. BTC Market Cap
NASDAQ:IEF/FRED:CPIAUCSL vs. CRYPTOCAP:BTC
from August 2017
(I have always considered early 2018 to be when the *pace* of crypto adoption peaked, making it a good starting point for analyses like this.)
SoV assets like BTC and Gold thrive when real yields go down, pushing capital that would otherwise be invested in bonds further out on the risk curve.
US Treasury Bond real performance and real yields have consolidated and effectively remained flat since late 2022 (right around when BTC bottomed last cycle). Despite this and the fact that real T-bond performance is down considerably since 2017, BTC made a new ATH during each of its subsequent cycles. This is adoption.
Thanks to Will for the chart inspiration (see qrt). It represents a very insightful high timeframe picture for BTC. He's correct - most of the BTC gains since late 2022 should be attributed to the massive expansion of tradfi access to crypto that was facilitated via the ETFs and DATs.
Then, unfortunately, BTC OG's observed these tradfi inflows climaxing in 2024 and 2025 and have since been exiting. They absolutely nailed the timing b/c ETF inflows have stalled out and DAT mNAVs have collapsed as of late.
This sucks for anyone already fully invested, but it raises the average cost basis among all BTC holders and thus, in theory, raises the price ceiling for when the next wave of demand arrives.
This analysis shows that some of the biggest drivers of demand are either falling interest rates or rising inflation. This is what you want to focus on anticipating.
That being said, the "adoption trade" is likely far from being over. Tradfi institutions take months, years, and even decades to onboard an entirely new and high-risk asset class like crypto. The BTC ETFs went live just two years ago and have been a huge success, holding onto most of their AUM (in coins). There will be much more demand to come. #BTC
#BTC The total crypto market capitalization fell 1.05% to $2.44 trillion. Bitcoin experienced a 24-hour decline of 2.17%, trading at $69,600, while Ethereum fell 2.64% to $2,060.
🚨 Gedung Putih mengadakan pertemuan tertutup besok untuk memutuskan masa depan struktur pasar kripto AS.
Gedung Putih ingin kedua belah pihak mencapai bahasa kompromi pada akhir Feb 2026, dengan imbal hasil stablecoin menjadi isu utama yang menghalangi RUU tersebut.
Dewan sudah meloloskan Undang-Undang CLARITY pada 17 Juli 2025. Sejak saat itu, RUU tersebut terhambat karena Senat tidak dapat sepakat pada satu pertanyaan:
Haruskah pemegang stablecoin diizinkan untuk mendapatkan imbal hasil?
saudara dan saudari yang terhormat, saya telah membeli koin ENA pada 0.74$ rate saya telah menginvestasikan 12300$. Apakah saya harus menahan atau menjual? Silakan balas dengan pendapat Anda