BTC Markets

14 May 2026 Daily crypto wrap: US CPI came in at 3.8%, driven largely by energy costs tied to the Iran conflict, which has pushed Brent crude above US$106. Bitcoin attempted to hold support above US$80,000 through the initial data release. The S&P 500 fell 0.2% and the Nasdaq shed 0.9%. @ethereum continues to attract institutional attention, with @jpmorgan filing for JLTXX, a tokenised money market fund built on Ethereum, following a similar move from @BlackRock days earlier. ETH's 54% dominance in the tokenised real-world asset market is increasingly hard to ignore. Crypto funds recorded US$858M in weekly inflows, and the largest unwind of Bitcoin short positions in 2026, US$14M, suggests institutional positioning is shifting. On the regulatory front, Senate confirmation of Kevin Warsh as Fed Chair marks a meaningful shift in tone at the top of US monetary policy. Key level to watch: BTC's ability to hold US$80K through the PPI-driven volatility will be the defining price structure question heading into the weekend. @BTCMarkets

13 May 2026 Daily crypto wrap: Markets navigated a complex macro backdrop today, with Bitcoin holding above US$80,000 despite hotter-than-expected US inflation data. April CPI came in at 3.8% year-on-year, above the 3.7% consensus, briefly pressuring risk assets before BTC recovered to around US$80,800. On the institutional front, @MicroStrategy added 535 BTC to its treasury, bringing total holdings to 818,869 BTC. XRP spot ETFs recorded their largest single-day inflow since January at US$25.8M, with cumulative flows now reaching US$1.35B. @circle raised US$222M for its ARC token at a US$3B valuation, backed by @a16z, @BlackRock, and Apollo, a strong signal of continued stablecoin infrastructure investment. @solana continued its run, trading around US$97 on the back of Solana's Alpenglow upgrade entering validator testing, targeting near 100-fold improvement in transaction finality. Legislative clarity is also approaching, with the CLARITY Act facing a key Senate markup vote on May 14. Key level to watch: BTC US$82,000 resistance, a clean break could shift near-term momentum. @BTCMarkets

12 May 2026 - Daily crypto wrap: Institutional momentum continued to define the week's narrative. US spot Bitcoin ETFs recorded their sixth consecutive week of inflows, attracting US$622.75 million for the week ending May 8, bringing the six-week total to US$3.4 billion. @BlackRock's IBIT alone drew US$596 million. Total crypto ETP assets under management have reached US$160 billion, the highest level since February. @MicroStrategy resumed Bitcoin accumulation, purchasing 535 BTC at an average of US$80,340, bringing total holdings to 818,869 BTC. @jpmorgan analysts project the firm's purchases could reach US$30 billion across 2026. Beyond Bitcoin, @SuiNetwork surged approximately 50% over seven days on institutional staking activity and strong network fundamentals. CME Group confirmed SUI futures launch for May 29. @circle reported Q1 USDC on-chain volume up 263% year-on-year to US$21.5 trillion. On the regulatory front, the Senate Banking Committee is scheduled to vote on the CLARITY Act on May 14, a landmark moment for US crypto market structure. Key level to watch: US$80,000 remains the critical zone where spot demand has continued to absorb meaningful supply. @BTCMarkets

BTC Markets Weekly Crypto Close as of 11th May 2026:​ • Bitcoin finished the week at US$82,210 (A$113,450), extending its rebound from April lows to 37%​ • US spot Bitcoin ETF inflows climbed to US$622.75 million (A$859.4 million), up sharply from the previous week​ • Solana broke back above US$90, while Chainlink led gains among major altcoins​ • Open interest across Bitcoin derivatives surpassed 2025 highs as leverage returned to markets​ • BlackRock and CME advanced institutional crypto adoption through tokenisation and volatility products​ • Oil market volatility and upcoming US stablecoin discussions remain key risks for traders​ Read more: go.btcmarkets.net/4nmkK4b​ Subscribe to our weekly newsletter: go.btcmarkets.net/4uAmTf6

11 May 2026: Daily crypto wrap Bitcoin has recovered from early April lows, trading around US$82,000 after a 37% move off the bottom. ETF flows remain a key story, weekly net inflows reached US$622.75M, a significant step up from the prior week's US$154M. Long-term holder supply continues to tighten, with approximately 78% of Bitcoin supply unmoved, one of the highest readings on record. @solana has been a standout mover, breaking above US$90 and recording its strongest ETF inflow day since January at US$21M. Open interest in Bitcoin derivatives has surpassed 2025 ATH levels, reflecting increased participation across the market. On the institutional front, @BlackRock has filed for two new tokenised money market funds, and CME Group plans to launch Bitcoin Volatility Futures on 1 June, pending CFTC approval, a meaningful step in the maturation of regulated crypto derivatives. US$80,000-82,000 remains a key zone for Bitcoin to hold as attention turns to the May 14 Senate stablecoin markup. @BTCMarkets

8 May 2026 Daily Crypto Update: This week, @OndoFinance, @jpmorgan, Mastercard, and @Ripple completed what is reported to be the first near-real-time cross-border redemption of a tokenised U.S. Treasury fund, settling on the XRP Ledger in under five seconds, outside traditional banking hours. The transaction connected public blockchain infrastructure with interbank settlement rails via Mastercard's Multi-Token Network and JPMorgan's Kinexys platform. The significance here is less about the ledger used and more about what the transaction demonstrates: 24/7 settlement capability for institutional-scale tokenised assets, bypassing the temporal constraints that have long defined traditional finance. Against this backdrop, U.S. spot Bitcoin ETFs have now recorded nearly $US1.7 billion in net inflows over five consecutive trading days, the longest streak since mid-2025, with total ETF net assets reaching a reported US$108.76 billion. Bitcoin is trading below US$80K. Taken together, these developments point to a market that is building durable institutional infrastructure, not just absorbing speculative capital. The architecture of the next financial system is being laid down. The pace is accelerating. #DigitalAssets #Tokenisation #InstitutionalFinance #BTCMarkets

BTC Markets Weekly Crypto Wrap as of 7 May 2026: • Bitcoin surges to A$114,198 / US$82,800 on US-Iran peace talks and short liquidations • US spot Bitcoin ETFs record US$1.63B in May inflows, AUM hits US$109B • CME Group to launch Bitcoin Volatility Futures on 1 June • Morgan Stanley rolls out crypto trading for clients • Strategy may sell Bitcoin to fund US$1.5B annual dividend obligations • Solana and Google Cloud launch stablecoin AI agent payments • CLARITY Act faces two-week deadline or passage odds collapse • US spot Bitcoin ETFs post their strongest month of 2026 • BlackRock’s IBIT records US$335.5M single-session inflow on 4 May • RBA lifts rates as the US Fed holds at 3.50-3.75% Read our full market update: go.btcmarkets.net/4uyFFUi Subscribe to our weekly newsletter: ​​go.btcmarkets.net/4tl6qdS

7 May 2026 Daily crypto wrap: Bitcoin is holding firmly above US$81,000 this week, buoyed by a confluence of macro tailwinds and sustained institutional demand. The catalyst? Progress in US-Iran negotiations prompted a meaningful risk-on shift, triggering over US$460M in liquidations and pushing BTC to a local high of US$82,850. Institutional conviction remains strong. US spot Bitcoin ETFs recorded over US$999M in inflows across two sessions, bringing May's total to US$1.63B and lifting total ETF AUM to US$109B the highest level seen in 2026. @BlackRock's IBIT led with US$335.5M, with @Fidelity's FBTC adding US$184.6M. Beyond price, the structural story continues to develop. CME Group is set to launch Bitcoin Volatility Futures on June 1, expanding institutional hedging options. @MorganStanley has rolled out crypto trading on E*Trade, bringing BTC, @ethereum, and @solana access to 8.6M clients at competitive fee rates. Key level to watch: US$80,000 as near-term support. A sustained hold above this level could set the tone for the weeks ahead. #Bitcoin #CryptoMarkets #InstitutionalAdoption #BTCMarkets @BTCMarkets

6 May 2026: Daily crypto wrap: Bitcoin broke above US$80,000 this week for the first time since January, underpinned by the strongest monthly ETF inflow since October 2025, with US$2.44 billion recorded across April. On May 4 alone, US spot Bitcoin ETFs attracted US$532 million in net inflows, led by @BlackRock's IBIT at US$335 million. Institutional buyers are currently absorbing over 500% of daily mined BTC supply, a dynamic that speaks to the structural shift in demand composition. @ethereum's smart contract activity hit a record 309,032 transfers on April 25, up 117% from April 10, driven by stablecoin volumes, DeFi participation, and Layer-2 activity. ETH is holding around US$2,300-$2,340, with US spot ETH ETFs recording US$61.29 million in inflows on May 4. TON surged 35% after Telegram announced it would take over as the primary operator of The Open Network, integrating it further into its 950 million monthly active users. Macro context remains complex, with oil above US$114 following Iran-UAE tensions. Bitcoin's resilience through this period is observable, holding above US$79,000 and climbing toward US$81,000. Key level to watch: BTC US$82,000 as the next meaningful resistance zone.@BTCMarkets

BTC Markets VIP Desk Update as of 4th May 2026: ​ • Bitcoin holds ~US$78,000-US$79,000 despite lagging equities by more than 30% since October's ATH. • The Crypto Fear & Greed index sits at 40, a recovery from single digit lows in March but still in fear territory. • RBA meets today (4-5 May) with markets pricing roughly 70% odds of a 25bp hike to 4.35%, driven by March CPI surging to 4.6% annual on Iran-war fuel costs. This will be the most directly relevant macro event for Australian crypto holders this week. • Ark Invests Big Ideas 2026 report dropped Thursday, projecting Bitcoin's market cap at US$16 trillion by 2030. The first granular institutional roadmap of the cycle, and the week's most-discussed headline. • The FOMC held rates at 3.5-3.75% last week with an unusual four dissents, and Powell's likely departure in mid-May means Kevin Warsh's nomination signals (not yet his actions) will drive dollar and risk asset sentiment this week. • Paradigm published a quantum-protection proposal for Bitcoin's oldest wallets, surfacing a slow-burning issue: over 1.1 million BTC in pre-2012 addresses remain theoretically exposed to future quantum-computing attacks. Read more: go.btcmarkets.net/4eqdMJg​ Subscribe to our weekly newsletter: go.btcmarkets.net/42bLfjm

4 May 2026: Daily crypto wrap: Bitcoin is holding above US$78,000 as institutional demand continued to define the market's structure. US spot Bitcoin ETFs recorded US$1.97 billion in net inflows during April, the strongest monthly figure of 2026 and nearly double March's total. Whilst May is already showing US$629.73M in net monthly inflows. @BlackRock's iShares Bitcoin Trust accounted for over 70% of those flows, including a single-day inflow of US$629.8 million on May 1. Total AUM across US spot Bitcoin ETFs approached US$104 billion at month's end. @ethereum consolidated around US$2,300 with large holders accumulating 140,000 ETH over 96 hours, while exchange reserves fell to a record low of 14.5 million ETH. ETF inflows into Ethereum products reached US$355 million in April. On the regulatory front, the CLARITY Act is approaching a Senate vote following a bipartisan stablecoin compromise, with passage projected before the end of May. This would mark a significant step toward compliance-grade infrastructure for institutional capital. Key level to watch: Bitcoin's ability to sustain above US$78,000 as the Fed holds rates steady and macro uncertainty persists. @BTCMarkets

1 May 2026 Daily crypto wrap: Macro headwinds are front and centre this week. US-Iran tensions have pushed Brent crude above US$120/barrel, and the @federalreserve held rates at 3.5-3.75% with four dissenting votes, the most internal division since 1992. Against that backdrop, Bitcoin found a floor near US$74,900 before recovering above US$76,000, demonstrating a degree of resilience given the risk-off environment gripping broader markets. US spot Bitcoin ETF flows shifted after nine consecutive days of inflows that delivered US$2.44 billion in April, the strongest monthly performance of 2026. Cumulative lifetime ETF flows now stand at US$58.5 billion with AUM at US$102 billion, a structural milestone that speaks to how far institutional access has come. Elsewhere, XRP ETFs recorded their strongest month since December 2025 with US$84 million in April inflows, supported by Rakuten Wallet's integration for 44 million Japanese users. @Visa's stablecoin settlement expansion to nine blockchains reached a US$7 billion annualised run rate, up 50% quarter-on-quarter. The US$76,000 level remains the near-term reference point for Bitcoin. The macro environment warrants close attention heading into May. @BTCMarkets

BTC Markets Weekly Crypto Wrap as of 30th April 2026: ​ • Bitcoin trades below US$75,000 (A$105,000) as macro conditions tighten​ ​ • US Fed holds rates at 3.50% to 3.75%, limiting near-term easing expectations​ • US spot Bitcoin ETFs see US$352.86M (A$494M) in net outflows • BlackRock’s IBIT records first outflow after 13 consecutive days of inflows​ • Strategy holdings reach 818,334 BTC, signalling continued accumulation​ • Stablecoin infrastructure expands, with Visa processing US$7B (A$9.8B) annually​ Read more: go.btcmarkets.net/4w0Ci9X​ Subscribe to our weekly newsletter: ​​go.btcmarkets.net/4tHdgLz

BTC Markets crypto analyst, @Rachael_M_Lucas was quoted in the AFR talking about Bitcoin's resilience through April. She said a key driver behind the rally was a buying spree by Michael Saylor’s @MicroStrategy. The digital asset treasury company last week overtook @BlackRock, issuer of the world’s largest Bitcoin ETF, to become the biggest institutional holder of Bitcoin. Strategy now holds nearly 4 per cent of global supply after hoovering up more than $US7 billion in Bitcoin, which was trading at around $US75,800 on Thursday, over the last eight weeks. “When that volume of capital is moving systematically through regulated products, price has a structural floor that can hold even against significant macro headwinds,” Lucas said. Read the full article on @FinancialReview, published on 30 April 2026: go.btcmarkets.net/4tJxTHd

30 April 2026 Daily crypto wrap: Markets digested a complex macro backdrop today as the @federalreserve held rates steady at 3.50%-3.75% for the third consecutive meeting, with an 8-4 vote, the highest dissent level since 1992. The hawkish tone, driven by persistently elevated inflation linked to energy price surges from the US-Iran conflict, placed near-term rate cut expectations firmly off the table. Bitcoin pulled back below US$75,000 in response, while US spot Bitcoin ETFs recorded net outflows of US$352.86 million across April 27-28, ending a nine-day inflow streak that had drawn over US$2 billion. @BlackRock's IBIT saw its first outflow after 13 consecutive days of inflows. Structurally, however, institutional conviction remains visible. @MicroStrategy now holds 818,334 BTC, surpassing BlackRock's ETF holdings, while @ethereum's 100-day active address average reached an all-time high near 587,000, even as ETH price eased to US$2,288. On the infrastructure side, @Visa's stablecoin settlement network now spans nine blockchains with US$7 billion in annualised volume. Adoption continues to build beneath the surface. Key level to watch: US$75,000 on Bitcoin, how price behaves around this zone through the US session will be closely followed. @BTCMarkets

29 April 2026 Digital asset update: Crypto markets are navigating a complex macro backdrop this week, with Bitcoin consolidating in the mid-US$76,000s as elevated oil prices and a closely watched US Federal Reserve meeting keep broader risk sentiment measured. The headline story of April, however, has been the depth of institutional engagement. After nine consecutive sessions of inflows totalling US$2.1B, US spot Bitcoin ETFs recorded US$236.18M in net outflows on April 27. Across April as a whole, corporate and fund-level accumulation continued to outpace new Bitcoin supply, with @MicroStrategy's total holdings reaching 818,334 BTC, representing 3.9% of total supply. In a significant regulatory milestone, the White House has confirmed that details on the US Strategic Bitcoin Reserve, covering the legal framework for approximately 200,000 BTC in seized government assets, are expected within weeks. XRP ETFs recorded their strongest monthly inflows since launch in April, at US$81.63M, supported by the SEC and CFTC's classification of XRP as a digital commodity in March 2026. The US$73,000 level remains the key structural reference point for the market this week. @BTCMarkets

“The risks are real. US-Iran peace deal odds have collapsed, a macro overhang that could reprice risk assets broadly,” said @Rachael_M_Lucas, crypto analyst at BTC Markets. “$80,000 is where many recent buyers are approaching breakeven, which is typically where selling pressure emerges as they rotate out of their positions.” Read the full article on @business, published on 27 April 2026: go.btcmarkets.net/4t6fWRT

28 April 2026: Digital asset update. Four consecutive weeks of positive inflows into crypto investment products, totalling US$1.2 billion this week alone and pushing total AUM to US$155 billion, reflects a market that is quietly maturing. @BlackRock's IBIT drew US$952 million of that. These are not speculative retail flows; they are institutional commitments to a long-term asset class. Equally significant: Western Union's announcement of a USD-backed stablecoin launching on @solana in May, issued by Anchorage Digital Bank. Traditional financial infrastructure connecting to public blockchains at scale is no longer a future conversation. It's happening. For Australia, this matters. As digital asset framework consultations continue and the licensing pathway for crypto exchanges develops, global institutional adoption is building the case that digital assets require serious, regulated market infrastructure, not just tolerance. The regulatory momentum here and abroad points toward a more structured, credible industry. @BTCMarkets