November 14, 2025 Bitcoin’s recent slide, dipping back under $100,000 , is best understood as a liquidity- and flow-driven reset , not a structural breakdown. Institutional demand via ETFs has weakened just as long-term holders have started to take profits. Meanwhile, risk-on equities, especially in high-beta tech, have also cracked, and macro uncertainty has increased. The result is a coordinated retreat, not a panic crash. This still feels like a mid-cycle correction rathe

November 10, 2025 The U.S. federal debt has now surpassed  $38 trillion , raising serious questions about how the government will continue to finance its obligations. Traditional buyers including foreign sovereigns and large domestic institutions are showing signs of slowing purchases. At the same time, investors are signaling concern through their asset allocations. Gold has surged ~55% in 2025 , and Bitcoin continues to gain traction as a “digital gold” hedge against dollar

November 5, 2025 Bitcoin just corrected… but the setup for a potential rally into year-end is still very much intact. In this quick 2½-minute walkthrough, we break down why the same forces powering equities and gold may soon rotate into Bitcoin. Breakdown 0:00 — Bitcoin pullback ≠ broken trend 0:15 — Market snapshot: S&P, Gold, BTC YTD 0:35 — The rate-cut playbook — why non-recession cuts matter 0:55 — Liquidity turning up: gold reacted, Bitcoin lagged 1:15 — Mega-cap

October 27, 2025 The Federal Reserve is expected to announce a 25 basis point rate cut on Wednesday, 10/29 at 2:00 PM, with markets showing a high probability of another cut in December . Coupled with the possible conclusion of quantitative tightening (QT) , these measures indicate that the macro liquidity environment is poised for a change . For crypto investors , liquidity has historically been the key factor influencing digital asset performance. Key Points: Rate cuts a

All eyes are on Friday’s (delayed September) CPI print, a potential inflection point for risk assets and digital markets. Inflation remains the key driver of monetary policy expectations, which in turn dictate liquidity flows and the near-term risk-on/risk-off cycles that move Bitcoin, Ethereum, and crypto-linked equities. Energy prices have eased, shelter costs remain sticky, and services inflation continues to defy broad disinflation trends. At the same time, global liquidi

Digital Asset Treasuries (DATs), publicly traded companies that invest corporate cash reserves into cryptocurrencies, have become a key equity-market conduit to Bitcoin and other digital assets. Since MicroStrategy (MSTR) pioneered the model in 2020, investors have used DATs to gain exposure to Bitcoin, Ethereum, Solana, and beyond without holding crypto directly. The mNAV (market Net Asset Value) metric compares a firm’s market capitalization to the value of its crypto hold

The crypto ETF market has surged past $200 billion in assets , fueled by strong inflows through Q3 and early Q4 2025 and momentum from the U.S. CLARITY Act . These products now offer a compliant, exchange-traded path into digital assets, removing the custody, wallet, and operational challenges that once kept many investors on the sidelines. Roughly 42 ETFs now trade across major U.S. exchanges, spanning spot, futures, leveraged, yield, and infrastructure strategies. For in

The crypto market suffered a sharp flash crash yesterday, erasing over $19 billion in leveraged positions as Bitcoin plunged 10% from $121,000 to $101,000 within hours. The trigger: President Trump’s threat of a 100% tariff on China , sparking a macro shock that rippled across digital assets. Ethereum fell 15%, Solana 25%, and altcoins like XRP and Dogecoin dropped 30–40% before a swift rebound. By October 12 , major cryptocurrencies had recovered some losses— Bitcoin ba

For investors navigating the evolving crypto landscape, Galaxy Digital (GLXY) delivers a rare combination of breadth, balance, and institutional credibility . Founded in 2018 by Mike Novogratz , Galaxy has grown into a full-spectrum digital asset platform spanning asset management, trading, investment banking, venture capital, and AI infrastructure . This diversified model offers exposure to the crypto economy—without direct token risk—mirroring how advisors approach balance

The U.S. national debt has surpassed $37 trillion , reigniting the “ debasement trade ” as investors seek scarce assets to hedge against fiscal strain and currency dilution. Persistent deficits, rising money supply, and warnings from voices like Ray Dalio have renewed focus on gold and Bitcoin as alternative stores of value. While gold continues to lead performance this year, Bitcoin’s rising correlation and ETF inflows suggest a convergence may be underway. Key Points Debt

The SEC's latest moves are rewriting the crypto ETF playbook. On September 18, the agency approved generic listing standards for...

A government shutdown isn't just a Washington headache, it's a potential tremor for global markets, including Bitcoin. With Polymarket odds hitting 80% for a lapse, the clock is ticking on fiscal year-end funding. For advisors guiding crypto-curious clients through this fog, the question looms: Does Bitcoin buckle under shutdown stress, or does it thrive in the chaos? Past episodes offer clues, but 2025's matured market adds nuance. While risks of volatility and delays are re