Zerocap

Zerocap launches Australia's first crypto products tied to @CoinDesk 20 Index (CD20) 🚀 Partnered with @CoinDeskMarkets for diversified exposure, downside protection, and yield enhancement. 📎Read more: zerocap.com/insights/artic…

Zerocap now offers OTC execution, staking, and structured yield across decentralised AI tokens - TAO, RENDER, FET, VVV, GRASS and NEAR. Full desk note 👇 zerocap.com/insights/artic… #AITokens #Bittensor #Zerocap

BTC touched $74K mid-week before the post-FOMC selloff dragged it back to $68,900. The pattern is becoming familiar — BTC has now dropped after seven of the last eight Fed meetings. The macro backdrop did the damage. Fed held and turned hawkish. S&P 500 broke its 200-day MA for the first time since May 2025. US10Y surged 13.5bp on Friday alone to 4.39%. Brent hit $112/bbl as the Iran conflict broadened across the Persian Gulf. Gold posted its worst weekly selloff since 1983, collapsing 10.5% to ~$4,575/oz — not because geopolitics stopped mattering, but because forced liquidation overwhelmed the fundamental bid as real yields surged and DXY broke above 100. The more interesting story: BTC/Gold's performance gap has narrowed 20+ percentage points in three weeks. GLD ETFs bled ~2.7% AUM outflows while IBIT absorbed ~1.5% inflows. Crypto flows are holding constructive while traditional haven positioning unwinds. In derivatives, ETH's 90-day basis is now above BTC's — which is trending toward multi-year lows. Structure is quietly shifting. Friday's quarterly options expiry (~$14B BTC notional) is the next vol trigger. Full breakdown: zerocap.com/insights/weekl…

Crypto's best week since Sep '25: BTC +9%, ETH +6%. Spot BTC ETFs: 5-day inflow streak, US$763M. Bittensor +62%. S&P -1.6%, payrolls -92k, oil ~US$104/bbl — stagflation risk rising. Fed decision Wed. Full breakdown: zerocap.com/insights/weekl…

Bitcoin is proving to be the global "exit valve" when traditional markets are dark. Our CIO Jonathan de Wet joined @ausbiztv to discuss the 20 millionth coin milestone, ETF resilience, and why 24/7 utility is the next big shift for the asset class. Watch: ausbiz.com.au/media/mining-b…

Spot BTC ETFs: ~$568M inflows — 1st back-to-back positive weeks in 5 months. Crude surged ~30% on Iran strikes before reversing. Hyperliquid oil perp hit $1.2B in 24hrs. Full breakdown: zerocap.com/insights/weekl…

US-Iran strikes sent WTI surging, DXY broke its 2011 trendline, gold back toward record highs. Bitcoin ETFs snapped a 5-week outflow streak with $787M inflows. Crypto's 24/7 markets absorbed the shock first. Full breakdown: zerocap.com/insights/weekl…

Zerocap's institutional OTC desk is now live for tokenized gold. Access PAXG & XAU₮ — both backed 1:1 by physical gold — with 24/7 liquidity, near-instant settlement, and on-chain collateral utility. 👉 Learn more: zerocap.com/insights/artic…

BTC range-bound at US$67k–68.5k. ETF outflows 5 weeks straight. SCOTUS killed IEEPA tariffs — Trump hit back with 15% global levy. Fear & Greed at 5. MORPHO +40.26% YTD. Full breakdown: zerocap.com/insights/weekl…

@markhiriart @smh smh.com.au/technology/bul…

Our Head of Sales, @markhiriart , spoke to @smh today about the industry remaining cautious following last year's 10/10 liquidation cascade: "The mantra is often 'act first, ask questions later,' because where there's smoke, there could be fire," he said. Full story in comment

Happy Lunar New Year🧧from the team at Zerocap. As we enter the Year of the Fire Horse🐎, a period defined by energy, momentum, and rapid evolution, we celebrate the start of a year focused on strategic growth and significant success.

The "SaaS-pocalypse" rotation is dragging BTC lower; February 15 tax refunds are now the critical test for retail liquidity. With basis rates at yearly lows, we favor BTC Yield Entry Notes below $60k to capture elevated put premiums. zerocap.com/insights/weekl…

🗞️Our analyst Emir Ibrahim was featured across @abcnews and @WSJ last week, sharing views on USD weakness, labour market revisions, and the recent reset across digital asset markets. abc.net.au/news/2026-02-1…

Weekly Wrap is live. BTC plunged to US$60k in the biggest positioning reset since 2022 — US$2.6bn liquidated, Fear & Greed hit 6, and basis rates at yearly lows. HYPE bucked the trend +7%. Full breakdown: zerocap.com/insights/weekl…

🇭🇰 We’ll be at Consensus 2026 in Hong Kong! Zerocap is heading to Consensus Hong Kong (CoinDesk), and our team will be on the ground from 10–12 February at the Hong Kong Convention & Exhibition Centre! See you there

📰 Zerocap analyst Emir Ibrahim was featured today across @abcnews, @9NewsAUS and @AAPNewswire, commenting on Bitcoin’s overnight sell-off and the broader risk-off move across global markets. 9news.com.au/finance/bitcoi…

Zerocap featured in @CoinDesk & @Decryptmedia. Our take: Real-time inflation is crashing and this dip is a liquidity flush. Conviction holds. 🛡️ 📌 CoinDesk: coindesk.com/daybook-us/202… 📌 Decrypt: decrypt.co/356741/bitcoin…

The nomination of Kevin Warsh for Fed Chair sparked a massive dollar rally, yet the crypto bid remains structurally constructive. BTC touched $90,600 before a weekend flush to $75,700. zerocap.com/insights/weekl…