--:--:-- UTCF&G--QUIET-
← ArchiveDaily BriefingGenerated 06:02 UTC

Friday, 1 May 2026

Energy crisis sustains inflation with Bitcoin holders distributing at current levels.

Threat: MONITORINGConviction: 63/100225 sources
Share
BTC Price$77,110
24h Change2.02%
Fear & Greed26
Hashrate943.9 EH/s
MVRV1.41
Block Height947,384
S&P 5007,209.01
VIX16.89
Gold$4633
DXY98.04
US 10Y4.39%
Oil$105.36

The Lead

Middle East energy warfare has seized control of global monetary decisions and exposed Bitcoin to fresh downside risks. Central banks held rates as oil consequences overwhelmed prior disinflation hopes and sent gold to record levels. Bloomberg Bitcoin achieved only a two percent gain without attracting spot buyers. Exchange inflows revealed continued distribution by large holders amid pervasive fear. The contradiction most investors ignore centers on network resilience. Hashrate contractions signal miner capitulation yet Lightning capacity expands as protocol upgrades advance. A difficulty adjustment arrives tomorrow to ease remaining pressure. Price action ignores these positives and follows macro gravity instead. One question offers no comfortable answer. How will Bitcoin establish itself as a true non-sovereign asset when sovereign conflicts dictate liquidity and capital flows?

4 MORE SECTIONS · MARKET · NETWORK · GEOPOLITICAL · MACRO

Sign in free to read the full briefing — all five agent sections, every day.

SIGN IN FREE →

The Wire

BITCOIN
Spot Bitcoin ETF outflows top $490M: Is BTC’s rally losing momentum?Cointelegraph

BITCOIN
Repeated Bitcoin profit taking near $77K suggests rally is losing steamCointelegraph

ECONOMY
Australia and Japan markets climb, looking past Iran war escalation fearsCNBC

CONFLICT
Zelenskyy says he's seeking details of Putin's May 9 ceasefire proposalNPR World

CONFLICT
Iran war may cause food shortages in Africa, world’s largest fertiliser firm saysGuardian

POLITICAL
L3Harris' Missile Business Files To Go Public As Trump's War Economy Prepares For LaunchZeroHedge

Sources (225)