Latest / DeepMarket: Crypto Daily
2026-07-26：High-Beta Rotation Triggers as Spot ETFs Bleed $240M: Are Altcoins Front-Running a Fed Pivot?
Bitcoin ETFs just shed about $240 million, the 10-year Treasury yield is sitting near 4.7%, and gold has crossed $4,050. So why are high-beta altcoins still acting like a Fed pivot is already in the bag? This episode follows the fracture line running through crypto: institutional money is stepping back while retail rotation accelerates. We unpack Worldcoin’s $52.5 million token sale at a 36% discount, why DTCC’s move could make LINK the market’s quiet infrastructure winner, and how Abu Dhabi-backed capital is changing Solana’s tokenization story. Is Bitcoin losing the digital-gold argument…
The skinny
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