Calm on the Surface, Change Underneath | Ahead of the Curve
Bitcoin remains stuck in its summer lull, with subdued trading volumes, muted ETF flows, and one of the narrowest trading ranges in years. Yet beneath the quiet price action, important developments are unfolding.
In this episode of Ahead of the Curve, we examine why on-chain activity has surged following the Coldcard attacks, what Bitcoin’s weakening correlation with the Nasdaq tells us about the current market regime, why Strategy’s strengthened balance sheet reduces near-term systemic risk, and what increasingly compressed derivatives markets suggest about the next major move.
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