April closed as Bitcoin's strongest month in a year, with BTC posting an 11.87% monthly gain after a five-month losing streak. But the headline figure masked a much more complex picture: a U.S.–Iran ceasefire on April 8 that triggered $427M in short liquidations within 48 hours, the launch of Morgan Stanley's first spot Bitcoin ETF, a $292M exploit of the largest restaking protocol in DeFi, and a steady drift back toward range lows in the final week. For our strategies, the difference between a

FOMC April 28–29: Fed Rate Hold at 99% — What the "Sell the News" Pattern Means for Bitcoin The Federal Reserve's April 28–29, 2026 FOMC meeting carries a near-certain outcome — rates on hold at 4.25%–4.50% per CME FedWatch — but Bitcoin's consistent "sell the news" pattern after 7 of 8 FOMC meetings in 2025 means the 99% consensus could still trigger a short-term price correction even as the underlying macro backdrop improves. This week's meeting takes place in a materially different

$606M Stolen in 18 Days: April 2026 Is Already the Worst Month for Crypto Hacks Since Bybit Crypto protocols lost more than $606 million to hacks and exploits in just the first 18 days of April 2026, making it the single worst month for theft in the industry since the $1.4 billion Bybit breach in February 2025 — with two Lazarus Group attacks accounting for 95% of the damage and DeFi TVL exceeding $120 billion now firmly in the crosshairs. The scale of April's damage is stark in conte

Clarity Act Slips to May: Galaxy Puts Odds at 50/50 as Senate Stalemate Enters Final Window April is effectively lost for the Digital Asset Market Clarity Act — the most consequential piece of U.S. crypto legislation still awaiting Senate action — as Senator Thom Tillis asked Banking Committee Chair Tim Scott to delay markup until May, while Galaxy Research assigned the bill's 2026 passage odds at "roughly 50-50, possibly lower." The delay is not a surprise to anyone who has tracked t

Bitcoin ETF Inflows Hit $996M in One Week — 5-Day Streak Signals Institutional Return U.S. spot Bitcoin ETFs recorded $996.4 million in net inflows in the week ending April 17, 2026 — the largest weekly figure since mid-January — then extended the run to five consecutive inflow days through April 22, including a $238 million single-day spike, as institutional allocators returned following the Iran ceasefire extension and Strategy's $2.54B purchase. The inflection marks a decisive shif

Strategy Buys 34,164 BTC for $2.54B — 815,061 Total Holdings Now Beat BlackRock Strategy's single-week Bitcoin purchase of $2.54 billion — the third-largest in the company's history — pushed its total holdings to 815,061 BTC, surpassing BlackRock's IBIT for the first time and cementing the firm's position as the largest holder of any public entity on earth. The acquisition, disclosed in an SEC 8-K filing on April 20, 2026, covers 34,164 BTC purchased at an average price of $74,395 per

Bitmine Holds 4.87 Million ETH and Earns $212M a Year Staking It — Why Ethereum Is Becoming the Yield-Bearing Corporate Reserve Asset On April 13, 2026, Bitmine Immersion Technologies (NYSE: BMNR) reported holdings of 4.875 million ETH — 4.04% of the entire Ethereum supply — worth approximately $10.8 billion. Of those, 3.33 million ETH are actively staked through MAVAN, the company's institutional validator network, generating $212 million in annualised staking revenue. Strategy holds

Bitcoin Holds $69K–$73K as ETFs Record $786M Inflows and the CLARITY Act Heads to Senate Markup The week of April 7–13, 2026 produced a striking divergence: Bitcoin ETFs recorded $786 million in net inflows — the strongest week since mid-March — while CME Bitcoin futures open interest dropped to a 14-month low. Retail is fearful; institutions are buying. Meanwhile, the CLARITY Act is heading to Senate Banking Committee markup in the final weeks of April. Here is what each of these thre

US Inflation Hit 3.3% in March 2026 — Why Stagflation Risk Makes Stablecoin Yield the Most Defensible Income Strategy Right Now The Bureau of Labor Statistics released March 2026 CPI on April 10: headline inflation surged to 3.3% YoY, the highest since April 2024, driven by a 21.2% monthly gasoline spike — the largest in nearly two decades. Core CPI came in at 2.6%, one tenth below forecast. Bitcoin rallied from $70,500 to $72,400 within hours. But beneath the short-term price reaction