Analysts have previously explained this conundrum by saying the crowd is usually clueless, so bet against them.

So, the latest uptick in longs suggests that bitcoin’s choppy price action between $65,000 and $75,000 could soon end with a sell-off, deepening the downtrend that began above $100,000 last year. It goes without saying that past results are no guarantee of future results.

That said, other factors, such as reports that the U.S. is planning to deploy troops to the ongoing war in Iran, the oil price shock, and fears of a Fed rate hike, also favour the bearish case.

At press time, bitcoin traded around $66,400, according to CoinDesk data.

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16x9 Image Stablecoin Landscape Series

As stablecoins evolve into core financial infrastructure, North America leads. This report maps the regulation, market shifts, and players driving adoption.

Why it matters:

Stablecoins are entering their third phase of evolution – the institutionalization era – becoming increasingly embedded into core financial infrastructure. As institutions prioritize transparency and compliance, regulated issuers like USDC, RLUSD, and PYUSD are steadily gaining share with RLUSD surpassing $1B in market cap within its first year. North America, leading in regulatory frameworks and institutional distribution, is at the center of it all.

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Yield (James Coleman/Unsplash)

The proposed restriction on yield would shift value toward regulated players and away from decentralized finance’ tokens, 10x Research’s Markus Thielen said.

What to know:

  • The CLARITY Act would ban yield on stablecoins, redefining them as payment tools, not savings products.
  • The proposal, if passed, could re-centralize yield into traditional finance and regulated products, creating a headwind for decentralized finance (DeFi), 10x Research’s Markus Thielen argued.
  • The shift would favor Circle (CRCL) and regulated infrastructure,…

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