Bitcoin ETF inflows have flipped positive again, and TradFi buyers are scooping the dip. Fear is steadily being replaced with optimism, and while derivatives markets show a slight edge towards bears over bulls, the message is clear. Investors expect more short-term volatility, but spot buyers are absorbing...

Donald Trump recently stated that he plans to make America ‘‘the world capital for crypto and Bitcoin", and investors are getting bearish over September seasonality. It would be impossible to make this up. A Trump victory would be the crowning factor for a fearsome confluence of market factors: rate...