Author: NBTC

In brief The 10-year U.S. Treasury yield hit 4.63%—a 16-month high—up 70 basis points since the Iran War began, as odds of a 2026 rate cut collapsed to 2%. Spot Bitcoin ETF outflows reached $1 billion for the week ending May 15, the largest weekly exit since late January, per SoSoValue. Analysts say $77,000 is the critical threshold—a break below with elevated open interest could put a $70,000 retest in play. Bitcoin fell to a three-week low over the weekend as a surge in U.S. Treasury yields sent ETF outflows to their worst level since late January and drove more…

Lumentum Holdings, the photonics and optical technology company trading under the ticker LITE, is being added to the Nasdaq-100 Index effective May 18, 2026. It replaces CoStar Group (CSGP) in the index that tracks the 100 largest non-financial companies listed on the Nasdaq exchange. The inclusion caps one of the more remarkable growth stories in the semiconductor-adjacent space. LITE shares have surged between 145% and 150% year-to-date in 2026, building on a 339% gain in 2025. The company’s market capitalization now sits at roughly $70 billion, dwarfing CoStar Group’s $13 billion valuation and making the swap look almost inevitable. From…

The New York State Department of Financial Services [NYDFS] has proposed a sweeping new stablecoin regulation framework. It is designed to align the state’s oversight regime with federal standards under the $GENIUS Act, signaling that New York intends to remain at the center of U.S. stablecoin supervision. The proposal by Acting Superintendent Kaitlin Asrow builds on New York’s 2022 stablecoin guidance. It introduces additional operational, reserve, cybersecurity, and redemption requirements for issuers operating under NYDFS oversight. “The $GENIUS Act’s provisions mirror DFS’s stablecoin framework,” Asrow said in the announcement. The proposal states that the updated rules are intended to ensure…

Bitcoin price started a fresh decline below the $78,500 zone. $BTC is consolidating and might struggle to stay above the $76,500 support. Bitcoin failed to stay above $78,500 and extended losses. The price is trading below $78,000 and the 100 hourly simple moving average. There is a bearish trend line forming with resistance at $77,700 on the hourly chart of the $BTC/USD pair (data feed from Kraken). The pair might extend losses if it stays below the $77,700 and $78,500 levels. Bitcoin Price Dips Further Bitcoin price failed to stay above the $78,500 support zone. $BTC remained in a bearish…

Susan Collins, president of the Boston Federal Reserve, used a May 7 appearance on Bloomberg’s “Big Take” podcast to deliver a message crypto investors probably didn’t want to hear: interest rates aren’t going anywhere. Collins pointed to energy shocks stemming from the Iran conflict as a major force keeping inflation stubbornly above the Fed’s 2% target. Her prescription was blunt. Hold rates steady. No cuts on the horizon. The inflation problem that won’t quit Collins warned that the Iran conflict-induced disruptions could triple inflation estimates compared to just 30 days ago. Fed Chair Jerome Powell flagged similar inflation risks tied…

Is the Hype Around Eco-Friendly Crypto Just Hot Air? Everyone talks about Bitcoin’s massive energy suck. It guzzles power like a small country. But what about those <‘green’ alternatives> promising to save the planet? Enter Chia, the crypto that said it would fix everything by using spare hard drive space instead of crazy computations. Sounds great, right? Wrong. A new study blows the lid off: than its makers claimed. Even Chia’s boss admits the numbers are close. Bitcoin’s Power Problem: A Quick Recap Bitcoin runs on proof-of-work. Miners solve tough math puzzles to secure the network. This burns huge electricity…

U.S.-registered trading platform Kalshi said some of its traders would be required to disclose their employers when they speculate on the outcome of market outcomes related to corporate earnings, new product introductions and national security-related topics, among others, spokesman said Tuesday. The new compliance layer follows recommendations from Kalshi’s Independent Surveillance Audit Committee, which identified gaps in the platform’s ability to detect insider trading before it occurs. The employer-check requirement targets markets where traders could profit from material nonpublic information, according to the Wall Street Journal. Kalshi currently collects addresses, dates of birth, phone numbers, identity documents and partial Social…

OpenAI is handing EU cybersecurity officials the keys to its latest AI defense tool. Anthropic, its closest competitor, hasn’t made a similar offer, and European regulators have taken notice. The European Commission confirmed that OpenAI committed on May 11, 2026, to provide access to GPT-5.5-Cyber, a specialized cybersecurity model, for evaluation and potential deployment by EU cyber defenders. Anthropic, meanwhile, has not extended access to its own advanced model, Mythos, creating a visible gap in how the two AI heavyweights are engaging with one of the world’s most powerful regulatory bodies. What OpenAI is actually offering GPT-5.5-Cyber is not just…

Bitcoin has fallen over 6% from last week’s high of $81,700 as fresh macro concerns have taken center stage. As of last check, Bitcoin has lost a key support level at $78,000 and has pushed lower in tandem with accelerating market-wide liquidations. At the same time, the crypto market sentiment tracked via the Crypto Fear and Greed Index has dropped to 28 from last week, once again entering ‘Fear’ territory after a brief return to neutral levels the previous week. Why is Bitcoin price going down? Bitcoin has come under renewed pressure due to a number of reasons that are…

When a protocol that moved over $737 million in loan volume decides to close its doors, the decision tells you more about the market than any chart. The original report confirms that $NFT lending pioneer NFTfi will shut down, with new loan originations already halted and operations set to conclude on August 31, 2026. The reason is brutally simple: the $NFT market has contracted so sharply that potential revenue no longer covers the cost of running the platform. NFTfi launched in 2020 during the early surge of $NFT mania. It allowed borrowers to use their NFTs as collateral for crypto…