Trump vs Fed: Crypto Regulation Shifts Amid $1.7B Inflow

🔴😞 Bitcoin is trading at $70,506, down about 4.9% over the past 24 hours. The market has been rattled by three notable developments: Citigroup trimmed its price targets for BTC and ETH, citing stalled U.S. crypto legislation; the U.S. SEC released its first formal definitions of what constitutes a crypto security, a step toward regulatory clarity; and crypto‑lender Blockfills filed for bankruptcy after suspending withdrawals and reporting roughly $75 million in losses.In the short term, the combination of weaker institutional sentiment and heightened regulatory scrutiny adds downside pressure, especially as the Citigroup downgrade signals reduced near‑term demand from traditional finance. The SEC’s guidance could eventually pave the way for clearer compliance pathways, but until concrete rules emerge, uncertainty remains a risk. Blockfills’ collapse may tighten liquidity for leveraged traders and could prompt tighter risk controls across other crypto‑lending platforms, while any positive regulatory momentum could revive inflows into Bitcoin ETFs and other institutional products.Citigroup cuts BTC/ETH targets amid stalled U.S. legislation.SEC issues first‑ever crypto‑security definitions.Blockfills bankruptcy highlights lending‑sector stress. #Bitcoin #Regulation #Institutional #MarketRisk https://lnkd.in/d-47iwZa

A fierce battle is raging between US crypto companies and traditional banks over whether stablecoins can offer "interest-like returns" similar to bank deposits. President Donald Trump's public support for the crypto industry has further complicated the situation. Trump stated on social media that banks are "threatening and undermining" the Clarity Act, a companion bill to the Genius Act, and called for a better deal between banks and the crypto industry, which he believes is in the best interest of the American people. Simply put, the core of this debate boils down to one question: Can crypto platforms like Coinbase generate returns on stablecoins? Crypto companies' perspective is straightforward: If stablecoins can generate returns, it would be a very user-friendly innovation. Users wouldn't need complicated operations; simply holding assets would generate returns. However, banks' concerns are not unfounded. They believe that if stablecoins could indeed offer returns, it could siphon massive amounts of funds from the traditional banking system, potentially reaching trillions of dollars. Interestingly, the market's reaction has been nuanced. Following the news, JPMorgan Chase's stock price initially rose, while Bank of America's stock price saw a slight decline. Clearly, the capital markets are closely watching this power struggle between established and emerging financial forces. However, this event has also sparked another layer of discussion—Trump and his family have been revealed to hold shares in several crypto companies, leading some to question potential conflicts of interest. In any case, this debate about stablecoin yields is not merely a competition between the crypto industry and banks, but rather a significant crossroads in the financial system. Will the future financial world continue to be centered around banks? Or will it gradually move towards on-chain finance and digital assets? Perhaps the answer lies within this ongoing game. What are your thoughts on stablecoins offering yields? Feel free to share your opinions in the comments section. #Crypto #Stablecoin #Blockchain #Fintech #Web3 #DigitalAssets #Finance #CryptoRegulation #FutureOfFinance #Innovation

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Vanir Assets made its first buy since January last week, as the market began showing clear signs of strength after the worst of the immediate Middle East panic had passed 📈. #Crypto in particular held up well and even rose against the S&P 500, reinforcing the view that digital assets are showing growing resilience in a fragile macro environment. We also closed our short position in good time before the market moved higher, allowing us to protect capital and reposition effectively💼. There is still uncertainty around how the conflict develops and how #oil prices react 🛢️, both of which could affect inflation expectations and broader market sentiment. This week, markets will focus on the U.S. #PPI release and the Fed interest rate decision on Wednesday 📊. Rates are widely expected to stay unchanged, but Jerome Powell’s press conference will be important for clues on how the Fed views higher energy prices, inflation risks, and the path for future rate cuts 📉. ✅ Market recap: Last week, crypto recovered well even as the stock market remained under pressure 📉, adding to the discussion around whether digital assets can act as a relative safe haven during global uncertainty. In the U.S., the latest inflation reading was unchanged from the previous month 📊, while oil prices continued to rise amid concerns over disruption in the Strait of Hormuz and damage to energy infrastructure 🛢️🌍. ✅ Market performance (Weekly): Vanir Assets: +6% Total market cap: +9% #Bitcoin: +10.3% #Ethereum: +12.4% #Solana: +13.1% #Sei: +8.1% ✅ Crypto news: 1️⃣ Kraken becomes first digital asset bank to secure a Federal Reserve master account. •⁠ ⁠Kraken said its Wyoming-chartered bank, #Kraken Financial, has received a Federal Reserve master account, giving it direct access to the US payments system. 🔗 [Read more] https://lnkd.in/dV3VScEb 2️⃣ Mastercard launches crypto partner program with top industry firms •⁠ ⁠#Mastercard has launched a new global program that brings together crypto companies, banks and payment providers to work on blockchain-based payments and settlement systems. 🔗 [Read more] https://lnkd.in/dQbhUutC 3️⃣ BlackRock launches staked Ethereum #ETF with ETH exposure and yield •⁠ ⁠#BlackRock said the product gives investors a new way to gain access to Ethereum and earn yield in a regulated exchange-traded fund. 🔗 [Read more] https://lnkd.in/dkYZWF5a 4️⃣ #Stablecoins could transform global payments over the next decade •⁠ ⁠Billionaire investor Stanley Druckenmiller said stablecoins could become a major part of the world’s payment system within the next 10 to 15 years. 🔗 [Read more] https://lnkd.in/ds7QY_He #digitalassets #blockchain #tokenization

During the Iran war, the S&P 500 is down -3.6%. In Asia, the Nikkei is down -8.8%. Bitcoin is up +10.8%. Is there some kind of rotation into digital asset classes behind it?

The Weekly Wrap: Fed Holds Rates, FTX Pays Out & Morgan Stanley Files for Bitcoin ETF   Fed holds. FTX distributes. Morgan Stanley moves closer to becoming the first major U.S. bank to directly issue a spot Bitcoin ETF. A big week for institutional crypto.   A few data points worth sitting with: 💡 Bitcoin up ~10% since last Friday, outperforming gold by 25% since the start of March  💡 Digital asset products recorded $1B+ in net inflows for the third consecutive week  💡 SEC Chairman Atkins unveiled a token taxonomy four non-security crypto categories 📊 Chart of the Week: Bitcoin Continues to Gain Ground Against Gold   Read the full Wrap: btcs.ag/ww200326 Listen to the AI-generated audio summary:  🎧 Spotify: https://lnkd.in/eZ-_iQ9r 🎧 Apple Podcasts: https://lnkd.in/e2bZPN8r   Thanks for wrapping up the week with Bitcoin Suisse. This social media post is for information purposes only, limited to our followers in Switzerland, and does not constitute an opinion, legal or investment advice or any other statement that creates any obligation or responsibility on the part of Bitcoin Suisse (BTCS). Disclaimer and Disclosure Statement: https://lnkd.in/e2mgQzTP  

Wall Street finally let Bitcoin sit at the table. War just flipped the table over. Morgan Stanley. BNY Mellon. Kraken tapping the Fed's own payment rails. The biggest names in traditional finance didn't just notice Bitcoin — they built infrastructure around it. And for a moment, $74,000 felt inevitable. Then Trump called for Iran's unconditional surrender. Here's what nobody's saying out loud: The deeper Bitcoin embeds into institutional portfolios, the more it moves when they panic. Your "digital gold" just got priced like a risk asset. When the dollar rips and oil spikes, institutions don't hold — they hedge. And right now, Bitcoin is what's getting sold to fund that hedge. The number that should stop you cold: 🔺 Oil spiking. 🔺 Dollar strengthening. 🔻 Bitcoin bleeding. This isn't a crypto story anymore. This is a macro story wearing a crypto jersey. 💬 Tell me below: Institutions joining crypto — is that the best thing that ever happened to Bitcoin, or the beginning of the end of its independence? The real tension? Bitcoin finally earned a seat at the biggest table in finance. But at that table, war and interest rates eat first. Every time. Save this. Because when the geopolitical dust settles, you'll want to remember exactly where Bitcoin stood — and why. #Bitcoin #Crypto #Investing #Finance #CryptoNews #BitcoinPrice #CryptoMarket #DigitalGold #MacroInvesting #CryptoInvesting #BitcoinETF #CryptoPortfolio #InstitutionalCrypto #BitcoinAdoption #CryptoMacro #BitcoinVsGold #OnChainAnalysis #RiskAssets #CryptoHedge #DollarStrength #OilPrices #BitcoinSafeHaven #CryptoWallStreet #TrumpIran #MorganStanleyBitcoin #KrakenFed #BNYMellon #GeopoliticalRisk #BitcoinBullRun #Bitcoin74K

🚨 The convergence no one predicted is here: Bitcoin-backed municipal bonds just got a Moody's rating. This isn't just financial innovation — it's a fundamental shift in how we think about risk stratification. For decades, munis have been the bedrock of conservative portfolios. Bitcoin has been the volatile frontier. Now they're merging into a single instrument. What this signals for investors: • Institutional crypto adoption is accelerating beyond ETFs • Municipal issuers are exploring creative funding mechanisms • Rating agencies are developing frameworks for hybrid digital assets The real story? If Moody's can rate this, the door opens for countless crypto-collateralized traditional instruments. We're watching the regulatory and financial infrastructure catch up to innovation in real-time. For CFOs and treasury teams: this creates new hedging possibilities. For crypto skeptics: the establishment is no longer ignoring digital assets — it's integrating them. What hybrid financial products would you have considered impossible five years ago? Source: Bloomberg, April 2026 https://lnkd.in/dJAcJUBS Chart data: Bloomberg, CoinDesk historical data, Fidelity Digital Assets research #Bitcoin #MunicipalBonds #FinancialInnovation #CryptoAdoption #InstitutionalInvesting

🟡😐 Bitcoin is trading at $71,462, down about 3.3% over the past 24 hours. Earlier in the week the price briefly surged past $75,000, a move attributed to heavy short‑covering and derivatives‑driven buying, but the rally has since stalled and the asset is now consolidating in an overbought zone. At the same time, U.S. regulators are signaling a more coordinated approach: the SEC and CFTC signed a memorandum of understanding to align oversight of digital assets, a step that could reduce regulatory uncertainty. Meanwhile, Citigroup trimmed its 12‑month price targets for BTC and ETH, citing the slowdown of U.S. crypto legislation and weaker ETF inflows, underscoring lingering institutional concerns.In the short term, Bitcoin may continue to test the $72,000‑$74,000 range as derivatives positions unwind and traders watch for fresh catalyst. A clear regulatory framework—potentially emerging from the SEC‑CFTC partnership—could reignite institutional demand and support a bounce, especially if ETF inflows resume. Conversely, the lack of legislative progress highlighted by Citigroup remains a risk, potentially limiting new capital and keeping volatility elevated. Traders should monitor on‑chain activity, short‑interest data, and any further regulatory announcements for clues on direction. #Bitcoin #Derivatives #Regulation #Institutional https://lnkd.in/dgJBZqup

🚨 10/10 — The Day Crypto's Biggest Exchange Still Won't Fully Explain On October 10, 2025, Bitcoin plummeted from $122,000 to $104,000 within hours, altcoins cratered up to 80%, and $19 billion in leveraged positions were wiped out — the largest single-day liquidation in crypto history. Nearly five months later, the market still hasn't recovered. And we still don't have real answers. ✅ What we KNOW: USDe fell to $0.65 — but only on @binance . Everywhere else it held at $1.00. Attackers exploited a known vulnerability in Binance's collateral valuation system between Oct 6–14, triggering a cascade of forced liquidations. Binance's systems buckled under load. API failures and deposit delays meant traders couldn't close positions or add collateral. Binance paid out ~$328 million in compensation — a fraction of the damage done. ❓ What we DON'T KNOW: Who opened the shorts that profited from the chaos — and whether they were ever identified. Why USDe depegged exclusively on Binance. The full internal timeline of when leadership knew what, and when. 🔇 What Binance WON'T answer: A former CFTC regulator compared 10/10 to the 2010 stock market flash crash and called for a full independent investigation. Binance responded with goodwill payments and a PR campaign. When CoinDesk asked for comment, they got nothing. You don't get to operate the world's largest derivatives exchange, watch $19 billion evaporate on your platform, and call it a "macro event." The market deserves answers. Every silence is its own.