The AI-crypto disconnect: Why Pantera’s CEO thinks institutions are missing the boat on bitcoin
Pantera Capital CEO Dan Morehead says the "biggest divergence in history" has left AI stocks fully priced while bitcoin remains massively undervalued at 43% below its historical trend....
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Bitcoin's widely tracked Coinbase Premium turns negative as realized losses spike to $6 billion
Bitcoin's Coinbase Premium turned negative this week for the first time since early April, signaling weakening U.S. demand as realized losses spiked to $5.97 billion. The metric, tracking dollar-denominated flows through the U.S. exchange, indicates American investors are selling more aggressively than buying. Holders bought at higher prices, using the April bounce near $78,000 to exit positions rather than accumulate further.
Bitcoin ETFs fuel institutional surge, 21Shares' CIO sees $100K possible by year-end
Bitcoin spot ETFs absorbed nearly $2 billion year-to-date, signaling institutional adoption reinforcing the asset's portfolio role. 21Shares CIO Adrian Fritz predicts $100K by year-end if geopolitical sentiment improves and macro conditions align. Morgan Stanley and major asset managers entering crypto accelerate institutional inflows. Daily trading volumes exceed $50 billion, rivaling mega-cap equities, making Bitcoin "institutional ready" despite prices struggling below $80,000.
Robinhood, Coinbase lead crypto stock rout as Trump rejects Iran plan
President Trump reportedly rejected Iran's offer to end the U.S. blockade and open the Strait of Hormuz, sending crude oil prices surging 6%....