Netflix Drops 10% After Q2 Forecast Misses While Bitcoin Bulls Target $78K

Netflix and Bitcoin moved in opposite directions on Friday, with weak corporate guidance dragging one lower while crowded short positioning and calmer geopolitics pushed the other sharply higher. Netflix shares dropped nearly 10% in Friday trading after the streaming company issued softer-than-expected second-quarter guidance and said co-founder Reed Hastings plans to leave the board in […]

‘Choke Point’—Bitcoin’s $77B Coinbase ETF Warning Shocks Markets

Bitcoin investors are suddenly confronting an uncomfortable math problem inside the $91.7 billion U.S. spot bitcoin ETF market. “Coinbase Custody holds 84% of all US spot Bitcoin ETF assets,” Marc Baumann, founder of research firm fiftyonexyz, posted on X on April 14. “That’s $77 billion with a single custodian. For an industry built on decentralization, […]

Bitcoin Derivatives Flash the First Warning Sign of a Quantum Selloff, Says Joshua Lim

Actors and figures: Joshua Lim (FalconX) estimates that 1.7 million $BTC, valued at $127 billion, are exposed to quantum attacks. Dates and signals: The April 16 analysis highlights that derivatives and long-term options will show red flags before on-chain activity. Market scenarios: An institutional hard fork could trigger massive liquidations and unprecedented price volatility. The […]