Bitcoin’s climb back above $80,000 may look like a clean breakout, but the broader market signals suggest a more complicated story brewing beneath the surface.

While fresh inflows into spot Bitcoin ETFs have helped fuel the latest move, recent market data shows that institutional demand hasn’t been consistently bullish. In fact, Bitcoin lagged equities for much of 2026, with BTC-USD down almost 11% this year so far, as against S&P 500’s 5% gains.

The cryptocurrency even saw periods of ETF outflows in the past couple of weeks, according to data from Farside Investors, despite strong “risk-on” sentiment in stocks, highlighting a disconnect between crypto and traditional markets.

That…

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Coinbase (NASDAQ:COIN) is backing a Senate compromise on stablecoin rewards that could revive the CLARITY Act after months of stalemate.

The Stablecoin Rewards Compromise

The new language bans rewards on stablecoins if they are “economically or functionally equivalent” to bank deposits while preserving incentives tied to actual crypto platform activity.

The Treasury Department and CFTC would issue a rulemaking to determine that equivalency standard. 

The rulemaking would address specifics of what crypto companies’ rewards and staking programs need to include to pass the threshold.

This provision addresses one of the main issues that stalled the bill in the Senate: whether crypto firms…

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U.S. stock futures were mixed on Monday, following Friday’s divergence between the Dow Jones and other benchmark indices.

Crude oil futures were higher as traders are also likely to evaluate OPEC+’s decision to raise oil output by 188,000 barrels per day, announced at its first meeting following the exit of key member the United Arab Emirates (UAE).

Meanwhile, the 10-year Treasury bond yielded 4.37%, and the two-year bond was at 3.88%. The CME Group’s FedWatch tool‘s projections show markets pricing a 94.8% likelihood of the Federal Reserve leaving the current interest rates unchanged during June’s meeting.

IndexPerformance (+/-)Dow Jones-0.22%S&P 5000.07%Nasdaq 1000.25%Russell… Read more on Benzinga

Strategy Inc. (NASDAQ:MSTR) is set to report financials for the first quarter after the market close on Tuesday. Here’s what you need to know before the announcement.

Strategy To Report Loss?

Analysts estimate the Bitcoin (CRYPTO: BTC) treasury company to report a loss of $15.87 per share, a marked reversal from a profit of $16.36 per share in the previous quarter.

The company is forecast to announce quarterly revenue of $124.97 million, representing a 12.5% year-over-year increase.

The MSTR stock has a consensus price target of $401.06 from 19 analysts, with the highest forecast of $705 issued by Benchmark in August last year. The latest rating by Cantor Fitzgerald raised…

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Bitcoin (CRYPTO: BTC) is increasingly seen as digital gold by institutional investors, but altcoins are losing appeal, according to industry insiders.

Bitcoin’s Strength Against Speculative Coins

In an Apr.28 CNBC interview, Mark Wong, Head of Trading at Independent Reserve, highlighted scarcity as Bitcoin’s core strength.

Wong explained that altcoins tend to move in cycles influenced by shifting themes rather than consistent institutional conviction.

He pointed to a growing preference among investors for more established, utility-driven projects as opposed to speculative meme coins.

Sandwich Class Seek BTC

Wong compared the BTC vs. speculative meme coins approach to distinguishing…

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