Asia Morning Briefing: ‘Just Buy a Bitcoin ETF’ — BTC Treasury Model Faces Reality Check
Crypto money managers warned that without a billion-dollar balance sheet or a clear framework for risk, most Bitcoin treasuries will struggle to stand out.
Binary trading platforms with better performance and payouts
Markets
Crypto money managers warned that without a billion-dollar balance sheet or a clear framework for risk, most Bitcoin treasuries will struggle to stand out.
QCP flags governance risk and a softer dollar as tailwinds for hedges like BTC and gold, but Flowdesk’s options desk and Polymarket traders point to ETH as the market’s upside play into September.
Almost $250 million worth of derivatives positions were liquidated in the past 24 hours despite a relative lack of volatility.
Glassnode data shows long-term holders growing their share of supply, challenging the narrative of widespread OG distribution.
Mag7 + Crypto Equity Index Futures are coming to the crypto exchange on September 22.
Crypto options platform PowerTrade reports that traders are betting on a strong year-end rally in several altcoins, including SOL, XRP, TRUMP, HYPE, LINK.
A weaker US jobs market has strengthened the case for easing, and investors are seeking protection in hard assets, some opine.
There’s not an unlimited pool of capital available for crypto, and ether attracted the big money this month.
Bitwise’s André Dragosch argues gold still protects against stock sell-offs while bitcoin hedges bond stress — raising questions about their roles in 2025 portfolios.
Alex Krüger says recent liquidations and scary charts could set up a bullish rebound, though conviction trends may wait until after the Fed’s Sept. 17 decision.