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Since October 2025, the crypto market has undergone a significant drawdown, with total market capitalization declining and overall activity slowing. Although a modest recovery has emerged in recent weeks, the market remains well below its previous peaks, reflecting subdued momentum. Against this backdrop, Richard Teng outlined the scale of crypto’s potential growth by comparing it … Read more

Prediction markets like Kalshi and Polymarket have grown sharply over the past year, drawing in a wave of users. The combined monthly notional volume hit an all-time high of $29.8 billion last month, up roughly 588% from a year earlier. Prediction Market Monthly Notional Volume. Source: Dune However, a new Wall Street Journal analysis of … Read more

Oil and crypto markets posted contrasting reactions Monday following President Donald Trump’s announcement of Project Freedom. Crude benchmarks saw modest declines, while the world’s largest cryptocurrency rallied to $80,000 in early Asian trading hours. Risk Assets Rally on Trump’s Project Freedom According to market data, Brent crude declined 0.16% to $108 a barrel. West Texas … Read more

The US-Iran war has not lowered a single FICO score. Yet borrowers across America are being denied mortgages and auto loans they would have secured months ago. Lenders are quietly raising internal cutoffs and adding underwriting overlays. The shift reflects oil-driven inflation and Federal Reserve uncertainty, not any change in consumer credit data. Why lenders … Read more

Fundstrat co-founder Tom Lee says half the equity market and crypto already moved through a hidden bear phase. Short positioning and liquidity withdrawal sit at levels typically seen near market bottoms, not at cycle tops. Lee argues too many investors have already turned bearish, with markets historically moving in the direction that inflicts the most … Read more

Retail investors have crowned semiconductor exchange-traded funds the hottest trade of 2026, leaving crypto ETFs with far weaker individual flows. Chip funds absorbed about $3.2 billion in net retail buying since January 2025. The Kobeissi Letter cited J.P. Morgan equity strategy data through April 29, 2026. Retail buying has more than doubled in 2026 alone, … Read more

Michael Saylor indicated that Strategy will make no Bitcoin (BTC) purchases this week. The break comes two days before the firm reports first-quarter (Q1) 2026 earnings on May 5. The pause lands during MicroStrategy’s first sharp quarterly Bitcoin drawdown of the cycle. The company is also shifting funding toward preferred equity rather than common-stock dilution. … Read more