geopolitical – Earlybirds Invest https://earlybirdsinvest.com Latest Crypto News Mon, 01 Sep 2025 03:28:21 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.7 https://i0.wp.com/earlybirdsinvest.com/wp-content/uploads/2024/12/cropped-New-Project-2024-12-17T235703.455.png?fit=32%2C32&ssl=1 geopolitical – Earlybirds Invest https://earlybirdsinvest.com 32 32 240146708 Geopolitical Chaos Sends Iranian Crypto Flows Plummeting by Over 76% https://earlybirdsinvest.com/geopolitical-chaos-sends-iranian-crypto-flows-plummeting-by-over-76/ https://earlybirdsinvest.com/geopolitical-chaos-sends-iranian-crypto-flows-plummeting-by-over-76/#respond Mon, 01 Sep 2025 03:28:20 +0000 https://earlybirdsinvest.com/geopolitical-chaos-sends-iranian-crypto-flows-plummeting-by-over-76/

Cryptocurrency trading in Iran has slowed dramatically in 2025. A mix of geopolitical tensions, cyberattacks, and stricter regulations has rattled the previously booming market.

According to blockchain analytics firm TRM Labs, total cryptocurrency inflows into Iran from January through July 2025 reached roughly $3.7 billion, an 11% decline from the same period in 2024.

The contraction was particularly pronounced after April, as June inflows plunged more than 50% year-over-year. This was followed by an even steeper drop of over 76% in July.

Hack, War, and Wallet Freezes

Several geopolitical and security events weighed heavily on Iranian crypto markets, such as stalled nuclear talks with Israel, the outbreak of an armed conflict in June, a $90 million breach at Nobitex, and Tether’s blacklisting of an important Iranian-linked stablecoin address.

According to the TRM report, these shocks together shifted trader behavior, prompting capital outflows to overseas exchanges and increased use of alternative blockchains and stablecoins.

Despite the turbulence, Nobitex maintained its central role in Iran’s crypto ecosystem and handled more than 87% of all Iranian-linked transaction volume in 2025. Of the over $3 billion processed through the platform, approximately $2 billion moved via the Tron network, with heavy use of TRC-20 USDT and TRX.

This concentration offered efficiency for users but also amplified systemic risk, as demonstrated when the Predatory Sparrow group exploited vulnerabilities in Nobitex’s infrastructure during the height of the Iran-Israel hostilities.

Dual Priorities

The $90 million hack froze liquidity, slowed transaction processing, and temporarily pushed users toward smaller or higher-risk platforms, revealing not only operational weaknesses but also the regime’s “dual priorities” of enabling warrantless surveillance while maintaining selective privacy for VIP users. TRM Labs traced on-chain activity to IRGC-linked actors and sanctioned entities such as Gaza Now, underscoring the political dimensions of the attack.

The geopolitical escalation in June accelerated capital flight from domestic exchanges, as seen with the surge in outflows from Nobitex by more than 150% in the week leading up to the conflict, often moving to global exchanges with limited Know Your Customer (KYC) measures or to high-risk, no-KYC platforms.

The exodus was exacerbated in July when Tether froze 42 Iranian-linked addresses, many of which were tied to Nobitex and an IRGC-affiliated actor. The freeze disrupted longstanding transactional flows, which led Iranian users to move to alternative stablecoins such as DAI on the Polygon network.

Domestic influencers, government-aligned channels, and exchanges actively encouraged this migration, demonstrating both the adaptability of participants and the regime’s use of digital assets to bypass sanctions.

Meanwhile, Iran’s domestic regulatory environment continued to shift, with the Law on Taxation of Speculation and Profiteering enacted in August 2025, which imposed capital gains tax on crypto trading. While phased implementation is expected, the measure points to Tehran’s intent to formally regulate digital asset markets by bringing cryptocurrencies alongside gold, real estate, and forex in the regime’s tax framework.

Beyond capital markets, crypto remains a critical tool for Iran in procurement and sanctions evasion. Chinese resellers, for instance, supply drone components, AI hardware, and electrical equipment through crypto transactions, and a sophisticated underground KYC bypass industry supports these operations by providing forged identification documents for onboarding to international exchanges.

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Central Banks Reveal ‘Doubts’ About US Dollar Following Geopolitical Tensions – Here’s Which Currencies They’re Shifting Toward https://earlybirdsinvest.com/central-banks-reveal-doubts-about-us-dollar-following-geopolitical-tensions-heres-which-currencies-theyre-shifting-toward/ https://earlybirdsinvest.com/central-banks-reveal-doubts-about-us-dollar-following-geopolitical-tensions-heres-which-currencies-theyre-shifting-toward/#respond Sun, 29 Jun 2025 13:47:14 +0000 https://earlybirdsinvest.com/central-banks-reveal-doubts-about-us-dollar-following-geopolitical-tensions-heres-which-currencies-theyre-shifting-toward/

A new survey of central banks suggests growing skepticism about the future of the US dollar and its role in the global economy.

Analysts from the Official Monetary and Financial Institutions Forum (OMFIF) – an independent think tank organization concerned with central banking, economic policy and public investment – say there is a global shift away from the dollar and into other currencies, primarily the euro and the renminbi.

In the 2025 edition of its Global Public Investor report, which surveys 75 central banks around the world, OMFIF says there are clearly “growing questions over the dollar’s dominance in portfolios and public investors are seeking safe-haven assets.”

The survey notes that lately, euros have outshined dollars and among emerging markets, the renminbi has surfaced as a new favorite.

“The dollar is the only currency where net demand has fallen among central banks this year. This is
attributable to rising concerns about the US political environment, highlighted by 70% of respondents,
up from 31% last year, as well as geopolitics and US fiscal risks. The caution extends to global public funds – more than half think that US market exceptionalism will end.”

However, OMFIF notes that the dollar’s reserve currency status is not yet under threat, given that 80% of central banks surveyed said that the dollar still provides safety and liquidity, and that the “vast majority” expect the greenback to constitute over 50% of global reserves over the next decade.

Rather than a rapid “de-dollarization,” central banks are anticipating a “gradual currency diversification,” according to the report.

As to what’s driving the move away from the dollar, according to the survey, the US political environment under the Trump administration is “directly leading to doubts about the dollar.”

“This factor was selected by 70% of respondents as a discouraging factor for investing in dollar assets, more than double from a year ago. Linked to the recent political shift is the move towards trade protection and broader geopolitical uncertainty – which 60% flagged as an issue, up from 32% last year. Concerns about the fiscal outlook have also increased, with one central bank in Europe mentioning, ‘we are mindful of potential risks stemming from US fiscal imbalances’.”

Read the full report here.

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Bitcoin (BTC) and Ethereum (ETH) Lead $1,240,000,000 of Inflows to Crypto Products Despite Geopolitical Tensions: CoinShares https://earlybirdsinvest.com/bitcoin-btc-and-ethereum-eth-lead-1240000000-of-inflows-to-crypto-products-despite-geopolitical-tensions-coinshares/ https://earlybirdsinvest.com/bitcoin-btc-and-ethereum-eth-lead-1240000000-of-inflows-to-crypto-products-despite-geopolitical-tensions-coinshares/#respond Mon, 23 Jun 2025 22:38:10 +0000 https://earlybirdsinvest.com/bitcoin-btc-and-ethereum-eth-lead-1240000000-of-inflows-to-crypto-products-despite-geopolitical-tensions-coinshares/

Digital asset management firm CoinShares says Bitcoin (BTC) and Ethereum (ETH) are leading crypto products into another week of inflows.

According to its latest Digital Asset Fund Flows Weekly Report, CoinShares says that institutional crypto investment vehicles enjoyed over $1 billion in inflows last week alone, despite geopolitical tensions.

“Digital asset investment products recorded their 10th consecutive week of inflows, totaling US$1.24bn last week and pushing year-to-date (YTD) inflows to a new high of US$15.1bn.

However, the surge in activity earlier in the week tapered off in the latter half, likely due to the US Juneteenth holiday and emerging reports of US involvement in the Iran conflict.”

Source: CoinShares

Regionally, the US led internationally with $1.25 billion in inflows. Germany and Canada also provided $10.9 million and $20.9 million worth of inflows, respectively. Meanwhile, Hong Kong and Switzerland subtracted from the total with nearly $40 million in outflows combined.

Bitcoin led all inflows with $1.1 billion.

“… Despite the recent price correction, indicating that investors were buying on weakness. This sentiment was further supported by minor outflows from short-Bitcoin products, which totaled US$1.4m.”

ETH products experienced their ninth consecutive week of inflows. The current streak is the longest for Ethereum since 2021, reaching a cumulative total of $2.2 billion worth of inflows.

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Bitcoin and Ethereum inflows surge past $1.2B despite rising geopolitical risks https://earlybirdsinvest.com/bitcoin-and-ethereum-inflows-surge-past-1-2b-despite-rising-geopolitical-risks/ https://earlybirdsinvest.com/bitcoin-and-ethereum-inflows-surge-past-1-2b-despite-rising-geopolitical-risks/#respond Mon, 23 Jun 2025 13:00:05 +0000 https://earlybirdsinvest.com/bitcoin-and-ethereum-inflows-surge-past-1-2b-despite-rising-geopolitical-risks/

Digital asset investment products recorded their tenth straight week of inflows, bringing in $1.24 billion last week, according to data from CoinShares.

This continued streak has pushed year-to-date (YTD) inflows to $15.1 billion, a new record for this year.

The inflows come at a time of heightened geopolitical tension, particularly following Israel’s military action against Iran. The move sparked fears of wider conflict, leading to a sharp selloff across financial markets, including crypto.

Despite the volatility, institutional interest in digital assets remained firm.

CoinShares’ Head of Research, James Butterfill, noted that inflows were strongest early in the week but later slowed. He noted:

“The surge in activity earlier in the week tapered off in the latter half, likely due to the US Juneteenth holiday and emerging reports of US involvement in the Iran conflict.”

Bitcoin leads the market

Bitcoin remained the primary driver of capital, pulling in $1.1 billion over the past week. This marks its second week of positive inflows, even as prices experienced a correction.

CoinShares highlighted that many investors took advantage of the dip to increase their positions, underscoring Bitcoin’s growing appeal as a macroeconomic hedge.

Notably, US-based spot Bitcoin exchange-traded funds (ETFs) played a central role in this flow, attracting $1.02 billion in net inflows. BlackRock’s iShares Bitcoin Trust (IBIT) stood out with $1.23 billion in weekly inflows, bringing the total assets under its management to more than $74 billion.

Meanwhile, short-Bitcoin products saw minor outflows of $1.4 million, suggesting a drop in bearish sentiment.

Ethereum extends run

Ethereum continued its strong performance, extending its inflow streak to nine consecutive weeks.

CoinShares reported that the digital asset saw $124 million in new inflows last week, pushing its total to $2.2 billion since mid-April.

Like Bitcoin, spot Ethereum ETFs also played a significant role in the inflow streak, with the nine products logging inflows on 25 of the past 30 trading days, totaling nearly $1.5 billion.

Meanwhile, market observers have linked ETH’s inflow rise to several key factors, including the recent Pectra upgrade and increasing institutional interest in the crypto.

Other altcoins also showed resilience by attracting modest inflows last week.

Solana saw $2.78 million in new capital, while XRP brought in $2.69 million, reflecting continued but cautious appetite for alternative Layer 1s.

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Goldman Sachs and Bank of America Reveal Gold Price Target As Geopolitical Uncertainty Scares Markets: Report https://earlybirdsinvest.com/goldman-sachs-and-bank-of-america-reveal-gold-price-target-as-geopolitical-uncertainty-scares-markets-report/ https://earlybirdsinvest.com/goldman-sachs-and-bank-of-america-reveal-gold-price-target-as-geopolitical-uncertainty-scares-markets-report/#respond Wed, 18 Jun 2025 02:48:19 +0000 https://earlybirdsinvest.com/goldman-sachs-and-bank-of-america-reveal-gold-price-target-as-geopolitical-uncertainty-scares-markets-report/

Financial titans Bank of America and Goldman Sachs are reportedly unveiling their gold price targets amid rising geopolitical risks.

Bank of America sees gold going up to $4,000 an ounce over the next 12 months, a gain of more than 17% from the current level, reports Reuters.

Meanwhile, Goldman Sachs expects the precious metal to surge to $3,700 by the end of this year, lifted by strong demand from central banks. The firm also sees gold soaring to $4,000 by June 2026.

Gold is trading at $3,395 at time of writing, up about 30% year-to-date. The precious metal is slightly down from the all-time high of $3,500 reached in April.

Daniel Pavilonis, a senior market strategist at the brokerage firm RJO Futures, tells Reuters that escalating fears of a broader Middle East conflict are pushing gold prices higher.

“Israel knocking out Iranian targets is causing a little bit of geopolitical scare in the market. Prices will stay elevated in the anticipation of what is to come, the retaliation by Iran.”

On Friday, Israel fired airstrikes at Iran, killing a number of the Islamic Republic’s senior military personnel and destroying strategic military targets. The value of gold surged following the breakout of the conflict before giving up most of its gains on Monday.

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

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Crypto Products ‘Defy Geopolitical Tensions’ in Sudden $1,900,000,000 Inflow Rebound: CoinShares https://earlybirdsinvest.com/crypto-products-defy-geopolitical-tensions-in-sudden-1900000000-inflow-rebound-coinshares/ https://earlybirdsinvest.com/crypto-products-defy-geopolitical-tensions-in-sudden-1900000000-inflow-rebound-coinshares/#respond Tue, 17 Jun 2025 00:38:43 +0000 https://earlybirdsinvest.com/crypto-products-defy-geopolitical-tensions-in-sudden-1900000000-inflow-rebound-coinshares/

Institutional digital asset investment vehicles have enjoyed over $13 billion in inflows over the last nine weeks, according to leading global investment firm CoinShares.

In its latest Digital Asset Fund Flows Weekly Report, CoinShares finds that last week’s institutional digital asset inflows have risen compared to the numbers in previous weeks despite rising geopolitical uncertainty.

“Despite geopolitical concerns weighing on risk assets last week, digital assets remained resilient, attracting inflows alongside gold.

Digital asset investment products recorded US$1.9bn in inflows, marking the ninth consecutive week of inflows. This brings the total inflows during this run to US$12.9bn, while year-to-date (YTD) inflows have reached a new record of US$13.2bn.”

Source: CoinShares

Regionally, the US led internationally with $1.9 billion in inflows. Germany, Switzerland and Canada followed with $39.2 million, $20.7 million and $12.1 million in inflows, respectively.

“In contrast, Hong Kong and Brazil experienced outflows of US$56.8m and US$8.5m, respectively.”

Following two consecutive weeks of outflows, flagship crypto Bitcoin (BTC) is back on top with $1.3 billion in inflows.

Leading smart contract platform Ethereum (ETH) has been on an eight-week inflow streak, totalling to $2 billion, adding $583 million in inflows last week.

“Following a 3-week run of outflows, XRP saw US$11.8m in inflows, while Sui saw a further US$3.5m inflows.”

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

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Bitcoin’s Path to $300K Could Face Geopolitical Risks, While Emotional Trading Add Uncertainty https://earlybirdsinvest.com/bitcoins-path-to-300k-could-face-geopolitical-risks-while-emotional-trading-add-uncertainty/ https://earlybirdsinvest.com/bitcoins-path-to-300k-could-face-geopolitical-risks-while-emotional-trading-add-uncertainty/#respond Sat, 31 May 2025 15:48:58 +0000 https://earlybirdsinvest.com/bitcoins-path-to-300k-could-face-geopolitical-risks-while-emotional-trading-add-uncertainty/

Bitcoin’s record-breaking rally to an all-time high of $112,000 on May 22nd has ushered in a wave of heightened investor expectations.

The surge, catalyzed by a sudden bullish breakout following the White House’s decision to delay 50% tariffs on EU goods, has since been tempered by geopolitical uncertainty and clear signs of market overexuberance.

Social Chatter on Bitcoin

Santiment’s data shows a sharp uptick in crowd optimism precisely as Bitcoin peaked, which led to an immediate correction. This is a reminder that extreme greed often precedes market pullbacks. Positive sentiment across platforms like X, Reddit, and Telegram hit its highest point this year on May 22, only to be swiftly reversed when President Trump’s tariff threat caused market jitters.

Although the federal court ruling on May 28 deemed the “Liberation Day” tariffs unconstitutional, offering temporary relief, Santiment warned that recurring tariff-related discussions are now a key driver of volatility.

Mentions of “tariff” and “trade war” spiked on social media in the final days of May, mirroring patterns observed during the April correction. Despite the cooling, the crowd remains bullish. The most popular Bitcoin options call is now for $300K. This sentiment depicted rising long-term expectations despite near-term instability.

Santiment’s report also explained the reliability of crowd sentiment as a counter-indicator, with extreme fear on May 25 coinciding with Bitcoin’s rebound to $106K. Meanwhile, blockchain fundamentals continue to show strength. Over 147,000 BTC have exited exchanges in 2025, which reduced immediate sell pressure and suggested continued confidence among holders.

The Mean Dollar Invested Age (MDIA) has declined steadily since mid-April, indicating that older coins are being reactivated. Such a trend is typically a bullish signal associated with ongoing price expansions. Santiment noted that these shifts suggest the rally is driven not solely by speculative frenzy.

BTC’s Path Ahead

BTC whales continue to shape market tops. On the day of Bitcoin’s ATH, there were 18,782 transactions of over $100,000. Interestingly, this was the highest since Trump’s inauguration in January, suggesting significant profit-taking by institutional players.

In fact, one whale held a 40x leveraged position now worth $1.2 billion. As such, the report warns that a liquidation event below $104,810 could trigger a cascade of long positions unwinding.

As Bitcoin enters a new phase of price discovery, data shows that emotional extremes and external shocks continue to dictate short-term moves, even as exchange flows and coin age metrics point toward deeper bullish foundations. The road to $300K may be steep, but investor expectations, like Bitcoin’s price, have never been higher.

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China bends its knees to Trump: Bitcoin price breaks $104,000 as geopolitical shifts boost markets https://earlybirdsinvest.com/china-bends-its-knees-to-trump-bitcoin-price-breaks-104000-as-geopolitical-shifts-boost-markets/ https://earlybirdsinvest.com/china-bends-its-knees-to-trump-bitcoin-price-breaks-104000-as-geopolitical-shifts-boost-markets/#respond Mon, 12 May 2025 07:47:20 +0000 https://earlybirdsinvest.com/china-bends-its-knees-to-trump-bitcoin-price-breaks-104000-as-geopolitical-shifts-boost-markets/ Bitcoin prices expanded to major altcoins over the weekend, with Ethereum and Dogcoin making double-digit profits. Have you got it? The Altcoin season has been confirmed.

The Surge follows President Trump’s announcement of a “total reset” in US-China trade relations after high-level talks in Geneva.

China bent its knees. They buy 1 trillion kilos of base beans the following year.

price
Market capitalization





How US-China trade speaks has caused a rise in Bitcoin prices

The high-level trade debate between the US and China has taken an important step in eliminating the rising economic tensions. “Today’s very good meeting with China in Switzerland. A lot was discussed and we were very agreed. It was negotiated in a total but constructive way,” Trump said.

This comment has fueled optimism in global markets, including cryptocurrency.

Alongside Bitcoin, Altcoins were repeated violently. Ethereum recorded a 10% price increase to $2,600, while Dogecoin surged by more than 21% to nearly $0.25.

(x)

After months of second-hand unrest over Gridlock and US-China relations, signs of progress reset investors’ expectations. Results: A sudden return to risk-on sentiment across global assets.

Bitcoin responded as normal when the fear index fell. The bullish leap is $104,000. Even the pessimistic FOMC wasn’t enough to beat the price.

A broader impact on the crypto market

Bitcoin is not the only one that catches tailwinds. Ethereum is surprisingly back in the spotlight after many people wrote it down thanks to its in-laws ecosystem and smart contract utility TobeLief, but Dogecoin is still ridiculous and gives momentum to its loyal support and cultural cuthet.

Crypto’s days, isolated from the outside world, are over. When Trump speaks trade, the coin jumps – Memmy or not.

Its reflexivity is a sign of maturity. Hedge funds, asset managers, and even pension funds have seen these updates and pumped crypto bags as well.

What’s ahead for Bitcoin Prices and Altcoins

Bitcoin is once again over the $104K line, but momentum is a whim. Once confidence is slipped, the correction comes quickly, and the altcoins will feel it too.

Behind optimism, the clarity of regulation and the Bitcoin Arms race is still looming

Exploration: XRP Price Jumps 11% after SEC Crypto Unit XRP ETF Progress

For the latest market updates, please join us in the discrepancy in 99bitcoins news here

Key takeout

  • Bitcoin prices expanded to major altcoins over the weekend, with ETH gaining double digit profits. The Altcoin season has been confirmed.

  • On Saturday, a high-level trade debate between the US and China took place in Switzerland, chanting an important step towards eliminating rising economic tensions.

  • For now, the debate about the location of cryptocurrency in the future of American finance is only beginning.

China bends its knees on Trump: Bitcoin prices break $104,000 as geopolitical shift first appeared in 99 Bitcoin.

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Bitcoin decoupling from tech stocks indicates new geopolitical use as economic hedge – StanChart https://earlybirdsinvest.com/bitcoin-decoupling-from-tech-stocks-indicates-new-geopolitical-use-as-economic-hedge-stanchart/ https://earlybirdsinvest.com/bitcoin-decoupling-from-tech-stocks-indicates-new-geopolitical-use-as-economic-hedge-stanchart/#respond Sat, 05 Apr 2025 08:43:30 +0000 https://earlybirdsinvest.com/bitcoin-decoupling-from-tech-stocks-indicates-new-geopolitical-use-as-economic-hedge-stanchart/

Bitcoin (BTC) outperformed most major tech stocks on April 3 and April 4 as markets reeled from steep losses across the so-called “Magnificent Seven” (MAG7).

Standard Chartered head of digital asset research Geoffrey Kendrick said Bitcoin’s relative resilience signals a growing role as a dual-purpose asset — part growth trade, part hedge against macro risks.

In an April 4 research note shared with CryptoSlate, Kendrick highlighted that all seven tech giants were in the red, with Nvidia, Google, and Meta falling nearly 8% or more.

In contrast, Bitcoin and Microsoft posted milder declines of around 3%, with Ethereum (ETH) also faring better than most of the MAG7.

Kendrick said:

“Strongest performers were MSFT and BTC. Same again so far today in BTC spot and tech futures.”

Tech proxy and broader hedge

Kendrick argued that Bitcoin’s strong performance compared to legacy markets in the current market indicates the divergence is not a one-off event.

Kendrick said Bitcoin “trades more like tech stocks than it does gold most of the time,” suggesting that BTC tends to rise and fall with risk-on assets. However, he emphasized that its utility goes beyond just speculative upside.

During moments of structural stress in traditional finance, such as the March 2023 collapse of Silicon Valley Bank, Bitcoin has acted as a hedge, providing investors with an alternative to banking sector exposure. Kendrick categorized this as Bitcoin’s usefulness as a “TradFi hedge.”

Kendrick believes a new use case is emerging: a hedge against “US isolation.” Though he didn’t define the term, it likely refers to increasing geopolitical decoupling, concerns over U.S. economic dominance, or rising de-dollarization narratives.

Kendrick further argued:

“Over the last 36 hours, I think we can also add ‘US isolation’ hedge to the list of Bitcoin uses.”

Critical resistance in sight

Looking ahead, Kendrick noted Bitcoin may be approaching an important technical breakout following the positive US labor market report on April 4.

According to Kendrick:

“A break back above the critical $85k level looks likely today, post payrolls. That opens up a move back to the $88.5k pre-tariff level from Wednesday (likely this weekend).”

He concluded that Bitcoin is proving to be “the best of tech,” benefiting when growth stocks rally while also offering defensive characteristics across multiple market regimes. He concluded his analysis with a simple message for long-term believers in Bitcoin:

“HODL.”

Bitcoin Market Data

At the time of press 9:04 pm UTC on Apr. 4, 2025, Bitcoin is ranked #1 by market cap and the price is up 2.49% over the past 24 hours. Bitcoin has a market capitalization of $1.67 trillion with a 24-hour trading volume of $46.36 billion. Learn more about Bitcoin ›

Crypto Market Summary

At the time of press 9:04 pm UTC on Apr. 4, 2025, the total crypto market is valued at at $2.69 trillion with a 24-hour volume of $106.52 billion. Bitcoin dominance is currently at 62.02%. Learn more about the crypto market ›

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XRP Turbo
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Stablecoin Mania Rocks the Blockchain Space, Disrupts Geopolitical Order https://earlybirdsinvest.com/stablecoin-mania-rocks-the-blockchain-space-disrupts-geopolitical-order/ https://earlybirdsinvest.com/stablecoin-mania-rocks-the-blockchain-space-disrupts-geopolitical-order/#respond Sun, 30 Mar 2025 01:47:52 +0000 https://earlybirdsinvest.com/stablecoin-mania-rocks-the-blockchain-space-disrupts-geopolitical-order/

Unlike cryptocurrencies with prices moved by volatile global exchange markets online, stablecoins use similar techniques for security and trust, but as digital representations of currencies like the dollar and euro.

They can provide efficient and low-cost payment rails for traditional central bank cash, but with some of the features and advantages of blockchain.

So they are similar in that regard to payment card companies like Visa and American Express, banks like Bank of America and JP Morgan, and mobile phone payment companies like PayPal and Venmo.

Stablecoins and Crypto Exchange Markets

But, in addition to this use case with a vast addressable market, stablecoins exist directly adjacent to Internet cryptocurrency exchanges and have a highly valued use case for traders.

As the CryptoPotato guide to stablecoins updated for 2025 explains:

“For many cryptocurrency traders, they serve as a lifeboat to escape to when they want to hedge their crypto portfolio without cashing out to FIAT. This is very effective, especially during bear markets or to keep profit at a FIAT value. After all, the world’s day-to-day currency is still FIAT and not Bitcoin.”

So the growth in stablecoins signals more infrastructure to support the rise of crypto price markets in online exchanges and traditional corporate brokerages.

In Q1, the total crypto market cap fell by about a quarter from December to just under $3 trillion, according to CoinGecko data. But, the industry is chugging along building out its products and integrations.

These five new stablecoins are prime examples:

1. Fidelity to Launch New Corporate Stablecoin in May

Fidelity Investments is planning a big foray into blockchain with a new corporate stablecoin to debut in May. The Boston-based investment management company has $15 trillion in assets under administration and $5.9 trillion in total discretionary assets, according to its website. So this financial juggernaut’s entry into the stablecoin space is apt to make a big splash.

A March report in the Financial Times stated Fidelity is in the final testing phases ahead of a May launch for the Ethereum-based stablecoin.

The behemoth plans to integrate the stablecoin into its tokenized US Treasury money market fund hosted on Ethereum. That’s good news for Ether, which moved on exchanges at a considerable discount for the month and YTD spans in March.

Furthermore, the move represents institutional adoption of cryptocurrency back east to match the Silicon Valley PayPal stablecoin launch in 2023.

PayPal USD (PYUSD) debuted on Solana, but now has integrations for Ethereum.

2. Trump Crypto Venture Launches USD1

Meanwhile, a Trump-backed crypto venture, WLFI, launched a new stablecoin in March. The new tokenized dollar, USD1, works as a digital note for a dollar and can be found on Ethereum and Binance Smart Chain.

Binance CEO Changpeng Zhao was early to share the news in a post on X. “According to BSCScan, the smart contract was deployed 20 days ago,” he wrote. Adding: “Build!”

President Donald Trump has been a singularly important influence on the direction of the cryptocurrency industry. His push for US adoption of strategically important cryptocurrencies is a key factor in the flurry of development and marketing for blockchain products.

In the shadow of Trump’s influence on blockchain and Web3, the US Congress in March was busy advancing the GENIUS Act to establish standards for stablecoin implementations.

3. Wyoming to Launch State Stablecoin By July

In addition to banks and blockchain companies, the State of Wyoming is developing its own digital cash dollar. Its May launch will be the first 1:1 dollar-backed stablecoin issued by a US government office.

“I don’t think there’s any banks that have been really eager right? To jump in,” said Wyoming Governor Mark Gordon at the DC Blockchain Summit in March.

“Jamie Dimon was floating his idea a little while ago, and I remember talking to him and saying, you know, if you’re gonna do something, you should really do it in Wyoming, because we have a framework to do it,” he added.

Wyoming has a long history of innovating government policy to support businesses. So like Delaware, it is a popular state for US businesses to incorporate.

For example, Wyoming was the first state in 1977 to introduce limited liability companies (LLCs). It is now the standard official business form in all 50 states.

In the 2020s, one of Wyoming’s delegates to the US Senate is a die-hard Bitcoin and digital finance proponent in Washington, DC. Sen. Cynthia Lummis (R-WY) is pressing the most ambitious proposal for the US to accumulate official BTC reserves.

4. Texas Vantage Bank Launches First Bank Tokenized Dollar

Meanwhile, in Texas, Vantage Bank, in partnership with Wyoming blockchain company Custodia, is launching another US bank stablecoin. Custodia announced the new stablecoin in a Mar. 25 press release. It is called Avit and operates on Ethereum as an ERC20 currency issuance contract.

The enterprise-grade blockchain custody company’s CEO, Caitlin Long, said:

We broke ground on the legal and regulatory front, proving that US banks can collaborate to tokenize demand deposits on a permissionless blockchain in a regulatorily compliant manner.”

Long added that it’s the tectonic shift in US regulatory approaches toward cryptocurrencies that has made it feasible for the company to bring this development to market.

5. Bitso Launches Tokenized Mexican Peso

South of the border in Mexico, cryptocurrency exchange and payment service Bitso announced its own Peso-backed stablecoin in March. The blockchain company is launching MXNB under a new subsidiary named Juno.

The company tracked a 9% year-over-year increase in stablecoin sales on its exchange in 2024. Most of these were for USD stablecoins, illustrating how this blockchain segment is bolstering the dollar’s power overseas.

But MXNB is not the first Mexican Peso blockchain note. It joins others such as Tether MXNT.

While globalization has hastened demand for cross-border payments, slow banking processes, high fees, and bank fraud have hampered financial support for the global economy.

Many of these problems are addressed by stablecoins like MXNB and are in high and fast-growing demand. So they don’t just address problems with cryptocurrencies, but with the traditional payment rails as well.

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