Two prominent voices, BitMEX co-founder Arthur Hayes and Strategy's Michael Saylor, argue the same thing from different angles: AI vacuumed up the money that could have driven Bitcoin higher, and the moment that reverses, crypto could be the destination.
Grayscale's head of research laid out where the firm sees value in a beaten-down market, and his answers are more measured than a simple "buy everything."
Bitcoin has dropped below $59,000 for the first time since September 2025, trading around $58,900 after a 3.7% fall over 24 hours.
Two prominent voices, BitMEX co-founder Arthur Hayes and Strategy's Michael Saylor, argue the same thing from different angles: AI vacuumed up the money that could have driven Bitcoin higher, and the moment that reverses, crypto could be the destination.
On Binance's USDT perpetual market, average weekly volume per asset now ranks metals first, oil second, equities third, and altcoins outside the top 10 dead last, reframing what a crypto exchange is.
Bitcoin posts its worst week of 2026 as institutional outflows, mass liquidations and capital rotation toward AI stocks hit the market simultaneously.
Altcoin breadth has not recovered above healthy levels since October 2025, with the Altcoin Season Index collapsing from near-75 to 43 in a matter of weeks as TOTAL3 falls to November 2024 valuations.
ETH is trading below both its Binance-anchored AVWAP and the Realized Price of its largest holders simultaneously, while exchange flow data sends conflicting signals about whether selling or repositioning is the dominant force.
Ondo Finance's ONDO token gained 50% in a week, reaching $0.40 with a market cap approaching $2 billion.
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