Bitcoin recovers as the Coinbase premium soars, but retail investors’ inflows are rising at Binance, and open interest is falling, proving that traders remain cautious. Key takeaways: The Bitcoin Coinbase Premium Index hit its second-highest level in 2025, highlighting sustained US investor interest. Binance’s retail inflow percentage reached a two-year high, with a sharp increase in 0–1 BTC exchange deposits, hinting at active retail trading or profit-taking behavior. Read more
If Bitcoin continues to tumble this season, it will mark its fourth consecutive summer in the red, while TradFi aims to extend its winning streak to three. Bitcoin is facing a potential fourth straight summer loss if it ends the 2025 stretch in the red, while the S&P 500 will log its third straight seasonal rally if its winning streak continues. From 2020 to 2024, the S&P 500 logged eight positive July and August performances, while Bitcoin (BTC) had six. So, while their summer trends aren’t entirely decoupled, the divergence has become clear in June. Since 2020, Bitcoin has posted just one positive June, while the S&P 500 has seen only two negative ones over the same span. A closer look at the past few years shows that Bitcoin’s summer slumps have less to do with seasonal patterns and more to do with crypto-native shocks and economic trends, such as China’s mining ban, halving cycles and post-COVID inflation. Read more
Bitcoin bullish catalysts are multiplying amid a Middle East ceasefire and new hopes of an earlier-than-expected Fed rate cut. Key points: Bitcoin holds Middle East ceasefire gains as $103,000 becomes the new area of interest for “buying the dip.” Institutional BTC inflows hold firm despite geopolitical uncertainty. Read more
Institutional Bitcoin allocation is on the rise, while retail BTC holdings are falling in favor of altcoins with a strong ETF approval chances, such as XRP. Bitcoin exposure is increasing in cryptocurrency portfolios, driven by more innovation-friendly US crypto regulations and growing institutional adoption triggered by the introduction of spot Bitcoin exchange-traded funds (ETFs), according to a new report from Bybit. Bitcoin (BTC) accounts for about one-third of investor portfolios, or 30.95% of total assets as of May, up from 25.4% in November 2024. This makes Bitcoin the largest single asset held by cryptocurrency investors, the report said. Meanwhile, the Ether (ETH)-to-Bitcoin holding ratio plunged to a 2025 low of 0.15 at the end of April, before recovering to the current 0.27. Read more
Bitcoin bounced to $106,000 as traders bet on higher chances of Fed interest rate cuts due to tensions in the Middle East. Key takeaways: Bitcoin swiftly rebounded to $106,000, signaling firm institutional investor demand despite growing global unrest. A sharp 8% drop in Bitcoin’s hashrate raised concerns over mining stability amid Middle East tensions. Read more
Roughly 240 companies now hold Bitcoin in their treasuries, nearly doubling from 124 just weeks ago. Combined, they control around 4% of the total BTC supply. Sequans Communications, a developer of IoT semiconductors and modules, has disclosed plans for a $384 million capital raise to fund its strategic Bitcoin treasury. The move comes as more companies are betting on Bitcoin (BTC) and using the world’s largest cryptocurrency as a reserve asset. According to the company, it plans to issue and sell approximately $195 million in equity and $189 million in convertible debentures, which can later be converted into shares. For the endeavor, Sequans is partnering with Swan Bitcoin, a BTC treasury management provider. “Our bitcoin treasury strategy reflects our strong conviction in bitcoin as a premier asset and a compelling long-term investment,” Georges Karam, CEO of Sequans, said in a statement. Read more
Bitcoin price strength gradually returns after multiweek lows as risk assets show overwhelming confidence that a long war in the Middle East will not happen. Key points: Bitcoin joins US stocks in shrugging off Middle East tensions — something analysis says shows belief that the conflict will soon end. In a surprise turn, oil and gold face losses amid a lack of interest in safe havens. Read more
As Michael Saylor’s Strategy and other whales keep buying Bitcoin, the stage may be set for a historic supply shock. With less BTC in circulation, experts are bracing for a potential supply shock. Bitcoin’s hard cap of 21 million coins has always been central to its appeal. However, by 2025, this built-in scarcity is no longer just a theoretical feature; it’s becoming a market reality. 93% of all Bitcoin has already been mined, and since the network’s fourth halving in April, which cut miner rewards in half, fewer new coins are entering circulation each day. Read more
Bitcoin’s June price action during the Israel–Iran conflict shows that it remains a macro asset, albeit one increasingly shaped by global instability. Opinion by: Michael Tabone, Senior Economist at Cointelegraph On Saturday, June 21, 2025, the US hit Iranian nuclear facilities, causing a short-lived dip in the price action of Bitcoin (BTC). Bitcoin rebounded before its Sunday close to just under 1.27% of its price before the US military effort. For 10 days in June, missiles flew and markets wobbled, but Bitcoin held its ground — not immune to war, but more stable than fear would suggest. Read more