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Ryan Lee

Spot Bitcoin ETF Inflows Signal Renewed Institutional Demand and Potential Rebound

The $507 million in net inflows into U.S. spot Bitcoin ETFs represent a sharp reversal from recent outflow pressure, marking the largest single-day uptake...

Tokenized Treasuries Crossing $10B Marks a Structural Inflection Point for Crypto

We view the tokenized Treasuries market surpassing $10 billion as a landmark milestone that reflects accelerating institutional confidence in blockchain-based yield products. This growth signals...

Ethereum’s On-Chain Strength vs. Price Lag Signals Structural Conviction

I view Ethereum’s price stalling near $2,050, even as staking surpasses 30% of total supply, as a classic divergence where on-chain conviction is strengthening...

Institutional Validation Builds Long-Term Strength Despite Range-Bound Prices

We view these developments positively as they reflect growing institutional validation of blockchain’s role in real-world finance, reinforcing the broader maturation of the digital-asset...

MegaETH Mainnet Signals a New Phase in Ethereum Scalability

We view MegaETH’s mainnet launch as a bold and welcome step forward in Ethereum’s scaling journey, demonstrating that aggressive Layer-2 optimizations can deliver real-time...

Interpreting Today’s Sharp Drop in XRP and What Comes Next

Today’s steep slide in XRP’s price, which has taken the token down toward multi-month lows around $1.40–$1.60, isn’t happening in isolation, it’s part of...

Fear, Liquidations, and a Fed Reset: Crypto’s Macro Stress Test

The recent drawdown in Bitcoin below $75,000 and Ethereum under $2,200, is primarily driven by ongoing negative sentiments in the cryptospace followed by the...

XRP and Solana Have Been Quiet but Structurally Relevant

We see XRP and Solana flying under the radar compared with Bitcoin and Ethereum headlines because both are in consolidation and structural digestion phases...

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