Topic: #market-structure
-
Strategy buybacks drove over 20% of STRC weekly volume in September, Keyrock says
Strategy's preferred-share repurchases made up more than 20% of weekly STRC trading volume in almost every week of September, according to a Keyrock research report cited by CryptoSlate.
-
SEC and CFTC Advance Independent Crypto Rules After Senate Blocks Clarity Act
Following the Senate's rejection of the Digital Asset Market Clarity Act, the SEC and CFTC are advancing independent rules to clarify crypto regulation. Bitcoin and major altcoins remain stable near price highs as industry groups mobilize for regulatory clarity.
-
Bitcoin Treasury Firms: Leverage Amplifies Gains and Losses Alike
179 listed companies now hold Bitcoin on their balance sheets, using leverage and capital raises to amplify returns. But the structure that magnifies gains in bull markets can devastate shareholders in downturns—a lesson the 50 largest treasury firms learned when they lost $83 billion since July 2025.
-
Bitcoin wallets respond to whale alerts 15x faster than Ethereum, Fed study finds
A Federal Reserve Bank of Philadelphia working paper found that non-whale Bitcoin wallets trade in the direction of whale alerts within 15 minutes, while Ethereum activity remains comparatively stable—a gap the authors attribute to market-structure differences between the two networks.
-
Insurance Index hits record high as Wall Street rotates from AI
The S&P 500 Insurance Index reached an all-time high Tuesday as institutional capital shifted from AI-exposed tech stocks to defensive sectors, signaling cooling risk appetite that could ripple across high-beta assets including crypto.
-
Binance.US CEO targets 20% market share as exchange exits regulatory hibernation
Binance.US CEO Stephen Gregory says the exchange is rebuilding after two years of regulatory headwinds, betting on lower fees and expanded products to compete with Coinbase and Kraken for U.S. customers.
-
Coinbase Derivatives hits $4.75B daily volume after Deribit integration
Coinbase Derivatives and Deribit posted combined $4.75 billion in daily trading volume and $28.9 billion in open interest, establishing the platform as crypto's dominant derivatives venue following the August 2025 acquisition.
-
MicroStrategy's Bitcoin Sale Raises Questions on Market Stabilizer Role
Michael Saylor's cryptic X post about Strategy's Bitcoin portfolio, combined with a recent $216 million forced sale, has triggered concern among analysts over whether the company can maintain its historical role as a market stabilizer.