CKB Rallies After BTC Client Release, MicroStrategy Pivots to Bitcoin Development

Feb 13, 2024

Stock markets are down, and bond yields are up following a January report showing U.S. consumer prices rising unexpectedly. Headline and core CPI saw year-on-year increases of 3.1% and 3.9%, surpassing the forecasted 2.9% and 3.7%. This higher inflation may dampen the anticipation of Federal Reserve rate reductions, with market participants currently foreseeing a 37% likelihood of a cut in May. Yesterday, Bitcoin surpassed the $50,000 mark for the first time since December 2021, although its value slightly declined to $48,600 following the inflation news release. On Monday, BTC ETF flows quickly reached half of the $1.1 billion inflows CoinShares reported last week. The eight Bitcoin ETFs acquired 12,073 Bitcoins ($590 million), while Grayscale saw a minor reduction of 1,147 Bitcoins ($56 million). Blackrock and Fidelity added 7,497 Bitcoins ($366.5 million) and 3,039 Bitcoins ($148.5 million). Currently, Bitcoin ranks as the world’s 10th largest asset by market cap, nearing a $1 trillion valuation. Since October 2023, financial markets have been trending higher, with the S&P index climbing 18% from late October, while Bitcoin, being more volatile, has surged over 60% in the same timeframe, boosting its market cap in comparison to other asset categories.

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MARKET UPDATE Crypto is broadly lower today as geopolitical conflict continues to weigh on risk assets, with BTC -0.15% falling to $60k and ETH -3.51% approaching the low $2,300s. Aptos (APT N/A% ) is one of the few gainers in the top 100 tokens as they have strengthened their presence in Japan via an acquisition of HashPalette, a Japanese NFT service provider and developer of Palette Chain. AAVE -6.86% is also showing slight gains following...

CRYPTO MARKET UPDATE Crypto prices have rebounded slightly following yesterday's sharp selloff, with BTC -0.15% climbing back above $61,000 and SOL -3.41% moving above $145, while ETH -3.51% is lagging, trading around $2,400. Among today's outperformers is SUI -5.61% , which appears resilient despite a $115 million token unlock yesterday. Oil is partially retracing its early rally, gold is lower on the day, and yields are moving higher, suggesting at least a temporary reversal of...

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