Analysis Archive – Page 237

Fund Managers Are the Most Bearish on the Dollar Since 2012, but Bitcoin's New Correlation Flips the Old Playbook
BofA's February survey shows record dollar underweight among 42 fund managers. Bitcoin's 0.60 positive correlation with the greenback means the old 'weak dollar = BTC moon' thesis no longer holds.

Stripe's Bridge Wins OCC Conditional Approval for a National Bank Trust Charter, Putting Stablecoin Issuance Under Federal Oversight
Bridge, the $1.1 billion Stripe acquisition, secures conditional OCC approval to form a national trust bank for stablecoin issuance and digital asset custody.

Gemini Stock Has Lost 86 Percent Since Its IPO as the Exchange Fires Its COO, CFO, and Chief Legal Officer in a Single Day
Gemini parts ways with three C-suite executives, cuts 25% of staff, and exits the UK, EU, and Australia just five months after its $4.4 billion Nasdaq debut.

Abu Dhabi Sovereign Funds Held Over $1 Billion of BlackRock Bitcoin ETF at the End of 2025
Abu Dhabi's Mubadala and ADIC combined held over $1 billion in BlackRock's IBIT Bitcoin ETF by Q4 2025, making the UAE a top sovereign Bitcoin accumulator.

The EU Wants to Kill Every Crypto Bridge to Russia, and a $100 Billion Stablecoin Is the Reason Why
The EU's 20th sanctions package proposes a blanket ban on all crypto transactions with Russia, targeting the A7A5 stablecoin that moved $100B in one year.

American Bitcoin Crosses 6,000 BTC, but the Stock Still Tells a Different Story
American Bitcoin, the Trump-linked mining and treasury company, has crossed 6,000 BTC and entered the top tier of public holders, even as ABTC shares remain deeply below their debut highs.

CFTC Chair Selig Says the CLARITY Act Is on the Cusp of Becoming Law, Promising a Gold Standard for Crypto Regulation
CFTC Chairman Michael Selig says Congress is on the cusp of passing the CLARITY Act, projecting it could reach Trump's desk within months.

Dragonfly Closes $650 Million Fourth Fund While Crypto VCs Face What Its Own Partner Calls a Mass Extinction
Dragonfly Capital raised $650M for Fund IV amid a crypto bear market, betting on stablecoins, DeFi infrastructure, and fintech while rivals shut down.

Silicon Valley Bank Declares 2026 the Year Crypto Becomes Core Financial Infrastructure, Backed by $7.9 Billion in VC and 172 Public BTC Holders
SVB's 2026 outlook shows $7.9B in crypto VC funding, 172 public companies holding Bitcoin, and stablecoins evolving into the internet's dollar.

Ethereum Tokenized RWA Market Crosses $17 Billion After a 300 Percent Year-Over-Year Surge That Dwarfs Every Rival Chain
Ethereum now hosts over $17 billion in tokenized real-world assets after 300% YoY growth, led by BlackRock BUIDL and tokenized treasuries.
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