According to CoinDesk's Crypto Daybook, cryptocurrencies like Bitcoin (BTC) and Ether (ETH) have demonstrated resilience amid Iran-Israel hostilities, trading in narrow ranges with Bitcoin Cash (BCH) gaining 4%. Institutions are increasing adoption, with JPMorgan filing for a crypto platform (JPMD) and Strategy purchasing over 10,100 BTC worth $1.05 billion, while BTC and ETH spot ETFs saw inflows totaling $408.6 million and $21.4 million respectively. Regulatory progress includes the GENIUS stablecoin bill and CLARITY Act advancing in Congress. XBTO reported selective capital flows and a controlled de-risking of altcoins, with BRN predicting higher prices in 2025 due to strong institutional demand. Traders should monitor Wednesday's Federal Reserve rate decision and upcoming events like token unlocks for ApeCoin (APE) and Solana ETF applications.
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Cryptocurrency markets displayed notable resilience amid escalating Middle East tensions since Friday, with bitcoin trading at $106,278.52 and ether at $2,567.65 as of Monday afternoon Eastern Time according to CoinDesk data. Despite this stability, major tokens failed to capitalize on substantial institutional developments, including JPMorgan's Monday filing for its JPMD crypto platform targeting digital asset trading and payments, and MicroStrategy's acquisition of 10,100 BTC worth $1.05 billion last week—one of 2025's largest corporate purchases. Spot bitcoin ETFs recorded $408.6 million in daily inflows while ether ETFs saw $21.4 million, per Farside Investors data. Regulatory progress advanced with the GENIUS stablecoin bill and CLARITY Act moving through Congress, though markets remained cautious ahead of Wednesday's Federal Reserve decision. This hesitation stemmed partly from geopolitical uncertainty, amplified when former President Trump denied Iran peace talks via Truth Social hours after Axios reported diplomatic efforts. Bitcoin cash emerged as the top-100 outlier with a 4% gain, reflecting selective risk exposure amid flat broader indices like the CoinDesk 20, which inched up just 0.81% over 24 hours. Gold futures dipped 0.49% to $3,400.40 while the DXY dollar index rose 0.21% to 98.20, signaling traditional safe-haven rotations. The S&P 500 closed Monday up 0.94% at 6,033.11 and Nasdaq surged 1.52% to 19,701.21, highlighting equities' outperformance versus crypto's sideways action. Retail sales data due Tuesday and global inflation prints Wednesday could recalibrate cross-asset correlations. Institutional accumulation continues driving structural demand shifts despite retail hesitancy, with BRN Research noting corporations now dominate crypto investment flows. The controlled de-risking pattern—evidenced by a 4.06% drop in XBTO's Market Factor index for altcoins—contrasts with panic scenarios, suggesting capital consolidation rather than flight. Traders face asymmetric opportunities: Bitcoin's favorable risk-reward profile per BRN analysis supports holding exposure, particularly if retail re-engagement occurs or ether regains institutional inflows. Regulatory clarity from the GENIUS Act Senate vote could catalyze stablecoin adoption, while misreported XRP supply burns were clarified as RealFi's token destruction unrelated to Ripple. Cross-market leverage appears in TRX, BCH, and SHIB's rising open interest, though annualized perpetual funding rates below 10% for major tokens indicate tempered bullishness—except HYPE's precarious 40% rate risking long squeezes. Technical analysis reveals bitcoin's 50-day SMA at $100,057.87 (from June 10 lows) solidified as critical support, with breaches potentially triggering cascading liquidations. Volume divergences emerged: BTC-USD pairs saw $3.32 million in 24-hour activity versus ETH-USD's $56.84 million, while altcoins like SOL and ADA outperformed with 7-8% gains across USDT pairs. The Market Factor's low Z-score of +0.11 reported by XBTO confirms statistically insignificant panic, aligning with bitcoin's dominance holding steady at 64.8%. Gold's 0.49% retreat and dollar strength contrast with fund managers' record underweight USD positioning—a potential contrarian indicator favoring bitcoin as an alternative store of value. Memecoin mania persisted with USELESS rallying 1000% on $26 million Solana-based volume, epitomizing speculative froth detached from fundamentals. Key correlations to monitor include CME BTC futures' 154,415 open interest ahead of Fed commentary and ether's staking rate climbing 9 bps to 2.97%, which may presage institutional accumulation if spot ETF approvals accelerate.