PrimeXBT Insights: Bitcoin rallied through a rate hike; Can it rally through a bond selloff?

By Jonatan Randin, Senior Market Analyst at PrimeXBT In mid September the setup looked bad for Bitcoin. The CLARITY Act failed in the Senate on 15

• Bitcoin experienced a rally despite a Federal Reserve rate hike, but its upward momentum stalled as US Treasury yields surged significantly.
• The article contrasts the predictable nature of a rate hike with the unpredictable trajectory of a bond selloff, highlighting how rising yields compete with non-yielding assets like Bitcoin.
• Technical analysis suggests Bitcoin's structure remains constructive above the $80,000 support level, but a sustained move below it would question recent gains, with PrimeXBT offering tools to navigate this uncertainty.

Topics: Asset types, Market cycles macro sensitivity, Institutional adoption, Financial instruments, Interest rate sensitivity, Asset manager initiatives

Tags: #bitcoin #treasuryyields #ratehike #bondselloff #etfflows #primexbt #technicalanalysis #supportlevel #movingaverages #macroeconomicfactors

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HYPE ETFs Appear in Major Financial Firms’ Portfolios

Three firms reported $18.6M in HYPE ETFs at June 30 UBS, Bank of Montreal and Jane Street disclosed positions in […] The post HYPE ETFs Appear in Major Financial Firms’ Portfolios appeared first on Coindoo.

• Major financial firms like UBS, Bank of Montreal, and Jane Street have disclosed holdings in HYPE ETFs, indicating institutional interest in tokenized assets.
• These filings represent holdings as of June 30 and do not necessarily reflect current investment strategies or directional views, especially for market makers like Jane Street.
• Positive weekly flows into HYPE ETFs suggest continued investor demand, but third-quarter filings will be needed to confirm if these firms maintained or increased their positions.

Topics: Institutional adoption, Public market access, Asset manager initiatives, Future rwa etfs

Tags: #hypeetfs #ubs #bankofmontreal #janestreet #form13f #hyperliquid #etfflows #tokenization #financialfirms

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Apeing in Best Crypto Presale 2026 Research With an ETF-Flow Checklist

Press release - Crypto Presale PR - Apeing in Best Crypto Presale 2026 Research With an ETF-Flow Checklist - published on openPR.com

• The article uses Bitcoin and Ether ETF flow data as a benchmark for evaluating crypto presale research, emphasizing source clarity and distinguishing between market data and project statements.
• It details Apeing's presale information, including its $0.0001 Stage 1 price, whitelist registrations, planned audits, and promotional $0.01 listing target, stressing these are project-stated terms.
• The core message advocates for a practical checklist to assess crypto presale research by confirming reporting periods, identifying data sources, and treating promotional targets as scenarios rather than forecasts.

Topics: Institutional adoption, Scalability, Public market access, Asset manager initiatives, Institutional capital inflows, Bitcoin etf, Market legitimacy adoption, Capital inflows aum

Tags: #apeing #cryptopresale #bitcoinetf #etheretf #etfflows #whitelistregistration #projectstatement #marketdata #promotionaltarget

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The free ride for VanEck’s Bitcoin ETF is officially over after falling $1.4 billion short of growth target

VanEck’s HODL fee waiver ends July 31, moving the $1.076 billion Bitcoin ETF to a 0.20% sponsor fee.

• VanEck's Bitcoin ETF (HODL) is ending its sponsor fee waiver on July 31, with $1.076 billion in assets, falling short of the $2.5 billion threshold.
• Starting August 1, HODL will implement a 0.20% sponsor fee, matching Bitwise but costing slightly more than Franklin's ETF.
• Despite outflows since November 2025, HODL attracted $2.3 million on July 30, indicating continued, albeit modest, investor interest.

Topics: Bitcoin etf, Public market access, Market legitimacy adoption, Capital flows market impact

Tags: #vaneck #bitcoinetf #hodl #feewaiver #sponsorfee #assetthreshold #etfflows #bitwise #ishares #franklin

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Jamie Dimon's dual stock and bond market warning: Investors already acted on one of the two calls

JPMorgan CEO Jamie Dimon warned this week long-term treasuries are not a good buy, even if stocks fall. Many investors already acted on that message this year.

• JPMorgan CEO Jamie Dimon advised against investing in long-term treasuries, even if stocks decline, a sentiment many investors have already acted upon.
• Investors have been significantly increasing their allocations to short-term treasury funds, such as the iShares 0-3 Month Treasury Bond ETF (SGOV), while also continuing to invest in equity ETFs.
• The article highlights the inverse relationship between treasury yields and prices, influenced by inflation outlook, potential rate hikes, and public spending concerns, echoing historical advice from investors like Warren Buffett.

Topics: Asset types, Market cycles macro sensitivity, Public debt, Financial instruments, Interest rate sensitivity, Tokenized us treasuries

Tags: #jamiedimon #jpmorgan #treasuries #shorttermbonds #longtermbonds #investorbehavior #etfflows #interestrates #inflation #warrenbuffett

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Hyperliquid price prediction: The Bitwise ETF effect

Hyperliquid got a Bitwise ETF in May, then its first outflow on June 5. HYPE sits near $64. What the ETF and the buyback-versus-unlock fight mean.

• The Bitwise HYPE ETF launched in May 2026, providing regulated access to Hyperliquid (HYPE), but experienced its first outflow on June 5, signaling that ETF flows are subject to market sentiment.
• HYPE's price is influenced by a continuous buyback mechanism funded by protocol fees, which aims to reduce circulating supply, counteracting a steady monthly token unlock schedule for insiders.
• The article analyzes HYPE's price trajectory through the lens of ETF performance, the buyback-vs-unlock dynamic, and regulatory uncertainties, with forecasts varying widely based on these factors.

Topics: Institutional adoption, Scalability, Legal regulatory, Asset manager initiatives, Growth metrics, Securities law classification

Tags: #hyperliquid #bitwiseetf #hypetoken #buyback #unlocks #etfflows #onchainderivatives #regulatoryscrutiny #priceprediction #marketcap

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Bitcoin Price Prediction: Standard Chartered Says $59K Marked Cycle Bottom

Bitcoin price prediction improves after Standard Chartered says the $59K low marked the cycle bottom amid SpaceX IPO demand.

• Standard Chartered analyst Geoffrey Kendrick believes Bitcoin's $59,000 low marked the cycle bottom, with a year-end target of $100,000.
• The recent sell-off was attributed to ETF outflows, liquidity stress from the SpaceX IPO, and macro fears, which are now expected to ease.
• Ethereum also maintained its $4,000 target, with expectations of outperformance if market confidence returns.

Topics: Institutional adoption, Scalability, Market cycles macro sensitivity, Asset manager initiatives, Institutional capital inflows, Interest rate sensitivity

Tags: #bitcoin #standardchartered #priceprediction #cyclebottom #spacexipo #etfflows #liquidity #ethereum #geoffreykendrick

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