Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

U.S. SEC Chair Paul Atkins said the SEC crypto regulation draft is in its final stage and has been sent to the White House Office of Information and Regulatory Affairs (OIRA) for review. The SEC crypto regulation draft aims to map crypto activities to the Securities Act of 1933, clarifying whether token fundraising, startup offerings, and related exemptions fall under U.S. securities law. Atkins also signaled an “innovation exemption” is expected soon. He described it as an initial, flexible pilot framework that will use industry feedback to refine the final approach. The SEC Chair added that the SEC’s timeline is largely independent of Congressional action, and sustained industry engagement during election cycles could reduce future regulatory uncertainty. For traders, this is incremental rather than immediate price-moving certainty. As the SEC crypto regulation draft moves closer to release, expectations for compliant token offerings and market structure may shift. But because this remains draft/pilot phase (not final rules), near-term market reaction is likely to be driven more by speculation around headlines than by enacted enforcement changes.

Onchain Perp DEX volumes fell for the fifth month in a row, according to DeFiLlama. Over the past 30 days, onchain Perp DEX volumes reached $628.99B, down 12.71% versus the previous period. Daily activity also weakened: on April 4, onchain Perp DEX volumes dropped to $8.4B, the lowest level since July 2025. Even as overall onchain Perp DEX volumes cooled, trading remained highly concentrated. Hyperliquid recorded about $185.5B in reported perp volume in the same window (around 34% of the top-10 total). The article links its resilience to faster execution, deeper liquidity, and better user retention during slower market conditions. Competition was mixed. Platforms with stronger liquidity and more reliable execution held up better, while others saw sharper daily volume declines. For traders, the key signal is leverage appetite easing after earlier 2025 strength, with order flow still clustering around top venues—suggesting a more cautious risk tone rather than a full retreat from perp markets.

NZD/USD has sold off sharply as Middle East tensions trigger a global risk-off move. The pair dropped toward 0.5700 in early Asia, extending weakness after earlier breaks below multiple supports. Safe-haven USD demand has risen alongside a firmer DXY, while NZD—an oil-and-commodity-linked currency—remains pressured. Technicals add to the momentum. NZD/USD is breaking key psychological levels and has drawn additional algorithmic selling. CFTC data cited in the article also points to increased NZD short positioning on the CME, reinforcing downside flow. Traders now focus on the RBNZ Official Cash Rate (OCR) decision and the policy statement. Market pricing shows around a 65% probability of no change, but the guidance on the neutral rate may matter more than the headline rate. A dovish surprise could accelerate NZD/USD weakness. A hawkish hold, however, could support the Kiwi despite inflation still above target. Crypto link: risk aversion tied to NZD/USD weakness and sustained USD strength can tighten liquidity and weigh on risk assets. That bias is typically negative for BTC and altcoins near-term unless RBNZ delivers hawkish guidance that triggers short covering and stabilizes risk sentiment.

JPMorgan Chase CEO Jamie Dimon said in the bank’s annual letter that tokenization—powered by blockchain—will gradually reshape finance. He urged JPMorgan to “accelerate” its blockchain push as stablecoins, smart contracts, and tokenized applications increasingly compete with traditional banking in payments, trading, and asset management. Dimon framed this as a strategic shift, not a retreat. JPMorgan plans to build its own blockchain infrastructure while staying focused on customer demand. The letter also links tokenization to the real-world asset (RWA) trend, noting that large asset managers and investment banks have launched or tested tokenized funds, alongside crypto-native products targeting near-24/7 settlement. JPMorgan’s existing initiatives include Onyx/Kinexys and JPM Coin, described as a bank-issued stablecoin for faster institutional transfers. The bank also reportedly tested tokenizing government bonds and money market funds for rapid on-chain movement and collateral use. Importantly, Dimon did not endorse Bitcoin. He emphasized rising institutional interest in “digital assets” and added macro risk concerns—geopolitical tension, sticky inflation, and interest-rate uncertainty. For crypto traders, this reinforces the narrative that institutional blockchain rails (especially stablecoins and tokenized RWA) are gaining momentum, while broader market volatility may still be driven by rates and risk appetite.

European authorities are evaluating Ethereum as the settlement layer for a Euro stablecoin network, moving beyond small pilots toward integration with existing financial infrastructure. The review emphasizes uptime, data transparency, and resilience against outages. Institutional adoption is accelerating on Ethereum. Reports say BlackRock and Franklin Templeton have launched tokenized products, including tokenized bonds and Ethereum-based ETFs. Central banks and repo desks are also running repo market tests on-chain, while European banks such as UBS, Société Générale, and Banque de France reportedly participate. Market metrics support the policy focus. Ethereum’s TVL is cited at about $52.7B, far above SOL and BNB Chain (~$5B each). Annualized app fees are estimated above $2.6B, and network usage appears steady even if TVL fluctuates. With a reported supply growth rate around 0.23%, the data points to sustained demand for Ethereum as settlement rails. If a Euro stablecoin on Ethereum is approved, it could expand regulated on-chain payment activity in Europe—potentially boosting ETH demand and increasing stablecoin transaction volumes.

Bitmine Immersion Technologies (BMNR) said its corporate treasury has topped 4.8 million ETH, valued at about $11.4B in crypto and cash. The holding size is nearly 4% of ETH’s circulating supply. The company’s “Alchemy of 5%” push targets becoming the largest non-foundational ETH holder. The NYSE approved Bitmine’s uplisting from NYSE American to the main NYSE board, effective April 9, 2026 (April 8 is the last day on NYSE American). Bitmine is described as being overwhelmingly ETH-focused: it holds millions of ETH plus smaller BTC exposure, and it has staked more than 3.3 million ETH with an indicated annualized yield around 2.78%. The later report also spotlights MAVAN, Bitmine’s institutional staking platform framed as a regulated bridge for compliant Ethereum staking, citing institutions including ARK Invest and Pantera Capital. For ETH traders, the headline is a sentiment catalyst: large spot accumulation plus the “institutional staking” narrative may reinforce expectations of ETH demand. Trade-wise, any visible “treasury-driven” inflows tied to BMNR stock and its staking messaging could add short-term volatility to ETH-linked trades, even as the medium/longer-term tone supports institutional comfort with ETH treasury and staking models.

Bitcoin developer Udi Wertheimer (Taproot Wizards) warned that the Lightning Network faces a structural quantum risk. His argument is that Lightning Network payment-channel operations rely heavily on public keys, which a sufficiently powerful quantum computer could use to derive private keys via quantum algorithms tied to elliptic-curve cryptography. He says this can’t be solved only with common Bitcoin best practices like avoiding address reuse, because Lightning requires continual key updates to keep channels functional for routing and settlement. The threat could enable fund theft after channel compromise, and may increase market focus on watchtowers and monitoring dependencies. Wertheimer also argues that a real fix likely requires Bitcoin-layer adoption of quantum-safe cryptography, not just Lightning-layer patches—raising compatibility and decentralization hurdles. Separately, other quantum research and firm statements underscore the narrative risk: Google highlighted Ethereum key-break scenarios for the largest wallets, while Blockstream said it has added post-quantum defenses on Liquid via contract-level changes. For traders, this is mainly a long-horizon security narrative for Lightning Network. Near-term price impact is likely limited unless credible, near-dated quantum mitigation roadmaps emerge.

Metaplanet has added 5,075 BTC, bringing its total holdings to 40,177 BTC and keeping it among the world’s largest publicly listed corporate Bitcoin treasuries. The firm reiterates a long-term target of 210,000 BTC (about 1% of Bitcoin’s eventual supply), positioning the buys as a continuous structural accumulation plan rather than a one-off allocation. For BTC traders, the timing matters. Bitcoin is attempting to reclaim the $70,000 level after consolidating roughly between $65,000 and $72,000 following the February capitulation near $60,000. Volatility and volume have normalized since the forced-liquidation spike, but BTC still trades below the 50-, 100-, and 200-day moving averages, which remain stacked above price and sloping downward. Key levels: a confirmed breakout and “acceptance” above $70,000 could open $75,000–$78,000. Failure to regain $70,000 may keep BTC range-bound, with $65,000 as the lower boundary and an important downside checkpoint. Continued Metaplanet Bitcoin buying strengthens the bid during any dip attempts, but traders should still watch whether $70,000 can flip from resistance to support.

A paid promotion claims BlockDAG (BDAG) is outperforming Tron (TRX) and Litecoin (LTC) on momentum and early-adopter pricing ahead of its “full-scale trading.” For BlockDAG (BDAG), the release says it trades around $0.40 on CoinMarketCap, up 79,900% from stage 1 and about +700% versus its listing price. It highlights a direct purchase price of $0.000022 “before full-scale trading,” framing this as an ~85x gap to the current valuation. The article also references a prior stabilization range of $0.3–$0.4 and suggests a near-term $0.7 target, with traders watching for whether momentum can hold. Tron (TRX) is described as bullish after breaking above ~$0.320, supported by alleged “whale” activity from Tron Inc. acquiring nearly 690M TRX and reducing circulating supply. The release also cites Tron stablecoin market cap around $86B, plus technicals showing TRX above key exponential moving averages and MACD-supported upside, while noting RSI is overbought and a potential swing toward ~$0.370. Litecoin (LTC) is framed as resilient due to utility from the MWEB privacy upgrade and low-cost, fast transactions, with an outlook tied to institutional adoption and regulation. Disclaimer: the content is a paid promotion and not investment advice.

Algorand (ALGO) surged about 50% in April, moving roughly from $0.079 to $0.126. The catalyst was Google Quantum AI’s paper on quantum risks, which cited Algorand 32 times and framed ALGO as a deployed “post-quantum” security benchmark. The report highlights ALGO’s FALCON lattice-based signatures, State Proofs that attest ledger integrity every 256 rounds, and native rekeying that rotates private keys without changing public addresses. It contrasts Algorand’s protections with Bitcoin and Ethereum, which are still debating migration paths. Additional tailwinds supported the momentum: US regulators (SEC and CFTC) reportedly classified ALGO as a digital commodity in March/early April 2026; Revolut launched ALGO staking; and PostFinance enabled regulated ALGO trading and custody. Derivatives open interest reportedly rose from about $38M to $81M by Apr 4. Traders should note the mixed setup. The “quantum-ready” narrative may attract continued inflows, but the article flags ALGO as potentially overbought near term and still below all-time highs—so volatility and sharp pullbacks remain possible.

Bitcoin options market signals rising downside risk even as spot remains range-bound near $64,000–$74,000. Bitfinex highlights a widening gap between options-implied volatility (48%–55%) and realized spot volatility, suggesting traders may be overpaying for protection. The key trigger is “negative gamma” below ~$68,000. If BTC breaks under key supports, market makers who sold downside hedges could be forced to buy BTC as price falls, then sell again on further declines—potentially amplifying sell pressure and triggering a feedback loop. Derivatives positioning also looks only partially de-risked: long liquidations reportedly exceeded $247 million, but exposure has not fully unwound. At the same time, demand is weakening (fewer active participants and reduced immediate buy-side support). Institutional flows remain mixed—MicroStrategy continues to accumulate BTC while Marathon Digital Holdings has shifted toward selling—and supply above the range, especially near $74,000, could cap upside. For traders, this Bitcoin options market setup points to near-term volatility risk if supports fail, despite the calm spot tape.

Chaos Labs, a key Aave risk management team since 2022, announced it will exit the Aave protocol. The departure adds to other recent exits, including ACI and BGD Labs, increasing uncertainty around Aave risk management as the Aave V4 upgrade approaches. Chaos Labs says it previously oversaw risk across Aave markets as TVL grew from about $5B to $26B, with “zero material bad debt” attributed to its cautious approach. But it argues the current arrangement is unsustainable: V4 expands the scope and responsibility of risk work, while budgets and resourcing have not scaled. Financially, Chaos Labs reports continued losses even with a $5M budget, and says an additional $1M would not eliminate the deficit. It warns that losing experienced teams may raise operational and security risk during the transition to V4. For traders, the key question is who will fill the Aave risk management oversight gap and how governance will be handled around the upgrade—factors that can affect DeFi lending confidence, liquidity expectations, and liquidation-risk sentiment tied to Aave.

Onchain real world assets (RWAs) total about $468B globally, with $441B locked in permissioned institutional networks such as Canton and Provenance. These rails prioritize security and regulatory control, keeping most tokens largely “walled off” from fully open public blockchains. Public, crypto-native onchain real world assets are smaller but growing, reaching roughly $27B on Ethereum, Solana and BNB Chain. Their composable DeFi-style infrastructure supports faster experimentation and interoperability. Stablecoins remain the key liquidity engine: stablecoins exceed $300B in value and have 242M+ holders. Beyond stablecoins, 710,000+ users hold other RWAs, pointing to expanding participation beyond institutions. For traders, the split between permissioned dominance and public-chain growth suggests ongoing liquidity building for tokenized finance. Monitor stablecoin liquidity and RWA-linked DeFi activity as these two tracks slowly converge—an onchain real world assets narrative that is more about capital flows than immediate market-wide repricing.

Polymarket is upgrading its trading stack with Polymarket USD as the new 1:1 USDC-backed collateral, replacing USDC.e. Over the next few weeks, it will also rebuild its order-matching system (CLOB v2) using new smart contracts and a full order book mechanism. During migration, existing order books will be cleared and trading will be paused for scheduled maintenance. Most users should see only interface changes, but advanced traders and API/bot operators may need to manually wrap USDC or USDC.e into Polymarket USD. The stated goals are faster execution, lower transaction costs, improved scalability, and tighter market quality—shifting the platform to a more exchange-like setup. Any required actions and the exact switch timing will be shared with the community as rollout progresses. This matters for crypto traders mainly through short-term migration friction and potential improvements to liquidity and spreads over time.

Polymarket says it will run a major upgrade in the next 2–3 weeks, focused on improving its on-chain prediction market’s efficiency, security, and trader experience. The revamp includes CTF Exchange V2, a redesigned hybrid CLOB order flow, and the launch of Polymarket USD. On the trading layer, Polymarket will “completely reconstruct” its matching engine and smart contracts using CTF Exchange V2. The new approach aims to cut gas costs and speed up order matching by optimizing on-chain execution and order data structures. Polymarket also plans to clear existing order books and provide about one week’s notice before maintenance. Polymarket USD is designed to be backed 1:1 with USDC on Polygon (replacing bridged USDC.e). Polymarket states most users will be switched automatically for trading, placing orders, and settlement, while only active traders may need minor technical steps. The stablecoin upgrade also adds EIP-1271 (ERC-1271) support to better work with multisig and smart-contract wallets such as Safe. The update is described as the biggest change since Polymarket launched in 2020. No new details were provided about the POLY token. For traders, the key near-term factor is operational: expect liquidity and execution changes around the maintenance window, plus potential reductions in on-chain transaction costs once Polymarket USD and the new matching system go live.

Ethereum (ETH) open interest is rising toward the July 2025 all-time high of 7.8M ETH. On Apr 6, on-chain analyst Darkfost said open interest climbed from ~5M ETH in Oct to ~7.8M ETH now, with ~36% of activity on Binance (≈2.3M ETH). More important for risk is leverage positioning. The Binance spot-to-futures volume ratio fell to 0.13, the lowest annual level ever. Darkfost noted futures volume is about 7x spot volume (roughly $7 of futures flows per $1 of spot), a mix that he described as “difficult to interpret” and often linked to leverage-driven instability. In prior cycles, similar stretched ETH open interest and leveraged flows preceded sharp corrections. Despite ETH trading above $2,100, Darkfost argued the upside is more speculation than organic demand. Chartist Ali Martinez mapped levels: support at $1,800 (near an 0.80 MVRV band around ~$1,880). If that breaks, downside zones cited are $1,550 and $1,070, with on-chain buy clusters near $1,584, $1,238 and $1,089. On the upside, a sustained move above $2,500 could signal holders back in profit and open room for a larger rally. For ETH traders, the message is clear: ETH open interest is near ATH and derivatives activity looks crowded, so liquidation-aware entries and tight risk control matter most in the short term.

CryptoQuant analyst Maartunn data show XRP open interest rose to about $943M over the weekend, then climbed further to roughly $952M after a rebound. At the same time, XRP funding rates stayed negative (red), a derivatives signal that shorts are effectively paying longs—suggesting fresh bearish leverage rather than a clean long build. The article warns that when XRP open interest increases during/after a bounce, volatility and liquidation risk typically rise. That raises the odds of a short squeeze if price pushes into nearby resistance, but the prevailing setup still points to downside pressure unless XRP can reclaim key levels. Traders were told to monitor XRP open interest together with funding rates and price action around support near $1.34–$1.36. If XRP fails to hold above this zone, bearish control likely persists. If buyers force price into the $1.375–$1.38 area, clustered short liquidations could trigger faster upside toward roughly $1.38–$1.405, potentially lowering open interest as shorts close. Related context: XRP is around $1.35 at writing and week-over-week is flat, while BTC gained over 4% in 24 hours—meaning the broader bounce could be fragile when derivatives positioning stays bearish.

CoinRabbit has lowered crypto lending rates across XRP loans and 300+ other assets. Rates now start at 11.95% versus prior historical levels near 17% APR. The key update is CoinRabbit’s crypto lending risk management via liquidation LTV choices. Users can set a standard liquidation LTV at 80%, or choose a more conservative 90–95% range, which delays liquidation and increases the price-drop buffer. The platform also says it sends alerts as collateral approaches the chosen liquidation threshold. Final pricing depends on the LTV ratio (50–90%) and the loan structure, including fixed-term and open-ended loans. CoinRabbit also claims loans can be issued in about 10 minutes after collateral is deposited, and that its “Private Program” may offer lower custom rates. For traders, cheaper crypto lending rates can lift CeFi borrowing activity and support hedging or liquidity strategies, potentially reducing forced selling pressure. However, the news is mainly relevant to CeFi lending flows rather than spot market fundamentals.

Bitget has launched an AI trading agent, GetClaw, using a new account structure that allows autonomous execution of real trades inside dedicated agent accounts. The AI trading agent can follow natural-language instructions, monitor markets continuously, and manage positions in real time without manual intervention. The update builds on GetClaw’s earlier “zero-installation” launch and expands Bitget’s Agent Hub. Agent Hub adds analytical “AI Skills” and data tools to connect market analysis directly to execution, shifting Bitget’s positioning from AI assistance toward independent execution at scale (“agentic trading”). A key control feature is separation: dedicated sub-accounts are designed to distinguish user-controlled assets from agent-driven activity. Bitget says users can define strategies in simple terms, while the AI trading agent executes, monitors, and adjusts positions within predefined parameters. For traders, the direct market impact on any single token is limited, but the news supports growing interest in AI-driven execution tools and may boost sentiment around exchanges enabling autonomous trading workflows.

U.S. firm Strategy (Michael Saylor) bought 4,871 BTC over the past week at an average price of $67,718, spending about $329.9 million. Total holdings rise to 766,970 BTC, around 3.8% of circulating supply. Strategy funded much of this BTC purchase by selling $227.3 million in STRC preferred shares, with the rest raised via $72 million in common stock sales. Based on a BTC price near $69,120, the position shows roughly $5 billion in unrealized losses (~8%), but management continues to frame Bitcoin as a long-term strategic bet. The latest pace aligns with broader institutional demand: CryptoQuant cited ~44,000 BTC accumulated by Strategy by end-March, near the ~50,000 BTC reportedly added by spot Bitcoin ETFs in the same period. For traders, steady Strategy BTC buying can support sentiment, though the buying pace is described as slower than the prior two weeks.

A paid AMBCrypto post reviews 10 “AI crypto trading bots” for 2026 that claim “passive income” through 24/7 automated execution and continuous market analysis, sometimes with backtesting. It frames these “AI crypto trading bots” as tools to reduce manual chart monitoring rather than as market-moving news. For traders evaluating AI crypto trading bots, the post highlights practical setup checks: choose low-maintenance deployment, match bot aggressiveness to your risk tolerance, diversify across coins and exchanges, and test strategies using historical data before going live. It also warns the piece is not investment advice and provides no performance metrics or regulatory details. Top picks listed include BitsStrategy (fully managed), Cryptohopper (customizable AI + backtesting + signal marketplace), 3Commas (multi-exchange automation + copy trading), Pionex (arbitrage across exchanges), WunderTrading (social/copy trading), TradeSanta (pre-built hands-off strategies), HaasOnline (advanced customization), Quadency (multi-exchange + portfolio management + multi-strategy bots), Shrimpy (automated rebalancing), and 8BTC (high-frequency scalping). Trading takeaway: treat this as a shortlist to research execution risk (slippage, fees), API/exchange reliability, and strategy robustness—more like operational due diligence than a direct price catalyst for any specific coin.

North Korea-linked hackers exploited the Drift Protocol on April 1, stealing about $285M in one of the largest DeFi hacks of 2026. Drift says the attack was a six-month intelligence operation aimed at a governance compromise. The Drift Protocol exploit used a fake token (CarbonVote/CVT) to manipulate Drift price oracles, making malicious collateral appear legitimate. Attackers then abused Solana durable nonces with pre-signed transactions to automate withdrawals—31 rapid transfers in roughly 12 minutes. Drift also highlights a social-engineering phase starting around October 2025, when attackers posed as a quantitative trading firm and built relationships with contributors before targeting multisig/admin access. Elliptic and TRM Labs attributed the activity to DPRK. Market read-through for traders: DRIFT fell more than 40%, and Drift TVL reportedly dropped from ~$550M to under $250M. Some Solana-dependent protocols paused operations. The incident renewed scrutiny of cross-chain controls tied to USDC/Circle’s CCTP, with commentary suggesting faster freezes could have reduced damage. If you trade DRIFT, expect higher volatility, tighter risk limits on Solana perp/DeFi liquidity, and potential knock-on hedging flows tied to USDC and derivatives.

A sponsored promo on crypto.news claims NOW DeFi quantum cloud mining is turning BTC and XRP holders toward automated “income strategies.” The pitch says “hands-free” allocation of computing power across green-energy data centers (via AI/“quantum algorithm”) can generate daily passive income, reducing chart-watching and spot-volatility risk. NOW DeFi quantum cloud mining mechanics highlighted in the article include a $22 instant welcome bonus, 100% hands-free daily strategy credits, withdrawals enabled once the balance reaches $100, and “zero hidden fees.” It also lists dual-layer security (McAfee + Cloudflare) and multi-asset support across XRP, BTC, ETH, SOL, DOGE, USDC, USDT, BNB, and BCH. Example ROI tables range from $4/day on a $100 USDC/USDT plan to a high-capital “Quantum Apex Hyd Max” example targeting $12,777/day with a claimed $890,000 requirement. Key takeaway for traders: treat these figures as marketing claims—NOW DeFi quantum cloud mining is third-party content and explicitly not investment advice. The main market relevance is sentiment impact: retail may rotate from spot to centralized/contract-based yield products rather than direct BTC/XRP spot exposure, which can matter at the margin during consolidation. Consider counterparty and contract risks versus simply holding spot BTC or XRP.

Bitcoin surged back above $69,000 after Trump extended the Iran deadline to Tuesday and hinted at optimism around reopening the Strait of Hormuz, where disruptions have lasted over three weeks. The geopolitical shift lifted broader risk sentiment and triggered roughly $104 million in Bitcoin short liquidations, helping push price toward $70,000 before it settled near $69,800. Energy remains the key counterweight. The Strait closure is estimated to affect 20%–30% of global oil transit, while oil has stayed above $109, keeping macro conditions volatile. Bitcoin had largely ranged between $66,000 and $69,000 through much of March, and traders will watch whether Bitcoin can hold the $69,000 breakout level into Monday. Institutional flows add support: spot Bitcoin ETFs reportedly recorded about $2.2 billion in net inflows over the past four weeks. Still, if talks stall and military risk returns, the rally could fade quickly.

China’s tax and financial regulators urged banks to modernise “bank–tax interaction” by using blockchain-based tax data sharing. In a joint policy notice, the State Administration of Taxation and the National Financial Regulatory Administration asked institutions to standardise how tax data is exchanged to reduce information asymmetry between tax authorities, banks and enterprises. The regulators also called for better credit models, faster approval and expanded financing supply for “honest, tax-paying enterprises.” This aligns with a National Development and Reform Commission roadmap to integrate blockchain into national data infrastructure, targeting nationwide rollout by 2029 and estimating roughly 400 billion yuan (about $58 billion) in annual investment opportunities. For crypto traders, the key takeaway is that blockchain tax data sharing is policy-driven for regulated finance, not a crypto liberalisation signal. China remains restrictive: a 2021 nationwide ban covers crypto transactions and mining. More recently, regulators expanded the framework to stablecoins and tokenised real-world assets, requiring prior approval for RMB-pegged stablecoin issuance and warning that unlicensed tokenisation could be treated as illegal financial operations. Overall, this is more supportive of the blockchain-in-regulated-finance narrative than of any immediate price upside for crypto assets.

Michael Saylor’s MicroStrategy-backed firm Strategy is pushing new performance data to challenge Peter Schiff’s long-running claim that Bitcoin underperforms gold and silver. Schiff argues that Bitcoin is only up about 12% since April 2021, while gold is up ~163% and silver ~181%, and major equities such as the Nasdaq (+57.4%) and S&P 500 (+59.4%) have also beaten Bitcoin. Saylor counters by changing the benchmark window. He cites Strategy’s figures that Bitcoin has delivered roughly 36% annualized returns since Aug 2020, outpacing gold (~16%) and the S&P 500 (~14%). He also repeats that “timeframes matter,” saying Bitcoin has been the best-performing major asset since Aug 2020. Beyond returns, Schiff renews his broader critique of Strategy’s Bitcoin-first funding structure, warning about investor concentration and a potential “death spiral” if Bitcoin falls, and he again questions the 21-million supply cap. Traders are also focused on Strategy’s estimated ~$75,700 break-even and reported ~$3B in paper losses after recent drawdowns. For traders, this is a narrative-driven debate that can add short-term sentiment swings around Bitcoin treasury headlines, corporate positioning, and risk-on/risk-off rotations—without any protocol or policy change.

Bitcoin annual returns since Aug 2020 have beaten gold, major equities, and bonds, reigniting a debate over how to compare assets across different timeframes. MicroStrategy chair Michael Saylor says Aug 2020 marks the “Bitcoin Standard Era” after corporate and institutional adoption accelerated. In this window, Bitcoin posted about 36% annualized returns versus gold at ~16%, with Nasdaq and S&P 500 near ~15% and ~14% respectively. He adds that bonds were negative and REITs lagged, strengthening the pro- Bitcoin performance narrative. The exchange followed a public clash with gold advocate Peter Schiff, who argues that over a longer five-year lookback, gold, silver, and equity benchmarks have outperformed Bitcoin, challenging the long-term “store of value” thesis. For traders, the key takeaway is that Bitcoin relative strength is highly sensitive to the chosen start date. If positioning is based on the post–Aug 2020 adoption phase, Bitcoin looks dominant; over longer cycles, the edge can narrow. This framing can affect risk appetite and how traders interpret macro-driven rotation between crypto and traditional hedges.

A crypto analyst on X says the Ethereum price is in the late stage of a multi-year accumulation cycle and may rebound sharply. Ethereum price is currently around $2,100–$2,135, roughly 57% below its peak, and the weekly chart is framed as a Wyckoff blueprint. The structure cited includes a 2024 early-year Selling Climax, an Automatic Rally, and a Secondary Test that shaped the current trading range. Key levels for Ethereum price: resistance near $4,700 and Support 1 around $1,549. Two downside “Spring” signals were noted, with the latest “Spring 2” forming just above Support 1. If Support 1 breaks, the next projected buy zone is around $1,065. For traders, the bullish pathway is conditional: Ethereum price could work through staged targets of $10,000, $15,000, and up to $20,000 if the move is confirmed by reclaiming and holding above ~$4,700. A failed breakout would likely delay the rally, extend the range, and keep downside volatility elevated, with consolidation risk after any breakout under the $4,000 area.

Michael Saylor hints that Strategy may resume weekly Bitcoin buys after a one-week pause that interrupted its BTC accumulation streak. In an X post on Sunday, he shared a StrategyTracker screenshot with “Back to Work,” implying the next round of disclosures could be returning to schedule. Strategy’s last reported purchase was about $77M of BTC on March 23, followed by a rare skip the next week. If weekly Bitcoin buys resume with the expected deployment, estimates tied to its Stretch (STRC) perpetual preferred stock could support at least ~1,821 BTC in the next tranche. Strategy also disclosed financing mechanics: new STRC shares (designed around $100 par with monthly dividend adjustments) are issued and proceeds are redirected toward Bitcoin accumulation. The company currently holds 762,099 BTC at an average cost of about $75,694, meaning the position remains underwater versus recent spot levels. Traders should note: this development is a modest demand catalyst, but near-term price action is still likely to be driven by BTC technical levels and broader risk sentiment.