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According to Cryptopolitan, Euronext halted trading of CoinShares' newly launched Zcash ETP (code ZCSH) on the Paris market on October 28, just hours after its listing. An Euronext spokesperson stated that the suspension was due to the central securities depository (CSD) temporarily being unable to support standard settlement operations, rather than any regulatory issue, and the product will resume once settlement conditions are met.
Odaily reports: CoinShares analysis indicates that the continued weakening of the U.S. housing market has provided room for the Federal Reserve to pause rate hikes, but inflationary pressure remains a key constraint on monetary policy.On the interest rate front, the market widely expects the Federal Reserve to keep rates unchanged at its October 28 meeting, but recent hotter-than-expected CPI and PPI data leave the risk of further rate hikes in place. Polymarket data shows that as of October 20, the market priced in roughly a 12% probability of a 25 basis point rate hike in October, while CME market pricing suggested about 17%; the market's expected probability of another rate hike in December is about 83%. Analysts believe that if the Federal Reserve unexpectedly raises rates in October, it could trigger a larger shock by exceeding market expectations.Bitcoin showed relative resilience this week amid volatility in risk assets, supported by recovering spot demand, improved stock market sentiment, and short covering. However, the subsequent trajectory of the crypto market will still be mainly influenced by interest rate expectations and changes in liquidity, and the policy buffer provided by housing market weakness is not yet sufficient to offset inflation risks.
market analysts are divided on whether Bitcoin can return to $100,000 before the end of 2026.Ryan Rasmussen, Head of Research at crypto asset management firm Bitwise, believes that factors such as institutional demand through ETFs and corporate Bitcoin purchases, concerns over inflation and government debt, and an improving regulatory environment are expected to push Bitcoin to higher levels by year-end, potentially even breaking through $100,000.Adam Morgan McCarthy, Head of Research at London-based crypto trading and market data firm LO:TECH, expects Bitcoin to trade mainly in the $85,000 to $95,000 range through year-end. He noted that inflation pressures and the possibility of further rate hikes by the Federal Reserve will continue to weigh on Bitcoin's performance. U.S. consumer prices rose 0.6% month-over-month in September, with core CPI up 0.3% month-over-month, complicating the outlook for monetary policy.Luca Invernizzi, Senior Derivatives Trader at Nomura's crypto unit Laser Digital, said Bitcoin will remain primarily driven by macroeconomic factors and U.S. long-term Treasury yields in the near term. However, market leverage has been largely flushed out, and if Bitcoin effectively breaks above $90,000, it could trigger a new round of short-covering. James Butterfill, Head of Research at CoinShares, also believes that the contradiction between inflation and a weakening job market will influence the Fed's subsequent policy decisions and Bitcoin's trajectory. (CoinDesk)
According to CoinShares' market report, the US September CPI rose 0.6% month-over-month and 3.7% year-over-year, exceeding the 3.6% market expectation. Gasoline prices surged 9.1% during the month, accounting for roughly half of the overall increase. Core CPI rose 0.3% month-over-month and 2.6% year-over-year. In the same period, US September retail sales increased 0.8% month-over-month, beating the ~0.3% forecast, while August data was revised up to 1.3%. However, retail sales excluding gasoline only grew by 0.2%, down from 1.0% in August. The report pointed out that inflation remains elevated and economic demand continues to show resilience, driving a hawkish repricing of Federal Reserve policy that weighed on Bitcoin and the broader digital asset market. Data showed that market sentiment notably weakened following the CPI release, with global digital asset investment products recording $434 million in outflows so far this week. Regarding interest rate expectations, as of October 15, Polymarket data indicated a roughly 75% probability that the Fed would hold rates unchanged at its October meeting and about a 25% probability of a 25-basis-point hike. Following the CPI release, futures markets shifted markedly toward a hawkish stance, with expectations of another rate hike within the year rising significantly.
Odaily Report: Thailand's listing rules for Bitcoin and Ether exchange-traded funds (ETFs) will take effect on Friday. James Butterfill, head of research at digital asset investment firm CoinShares, said initial inflows for the first batch of products are expected to be in the tens of millions of dollars, and expectations of reaching billions are unrealistic.Once the new rules take effect, Thai retail investors will be able to gain exposure to the relevant assets through locally listed crypto ETFs; investing in overseas crypto ETFs through domestic brokers will be limited to institutional investors and ultra-high-net-worth investors. The first batch of Thai crypto funds will still need to obtain regulatory approval and complete custody and distribution arrangements before they can trade.Butterfill compared the situation to Hong Kong. As of the end of September, global crypto exchange-traded product (ETP) assets under management stood at $172.9 billion, of which Hong Kong accounted for $733 million, or 0.42%.He said some investors have already gained Bitcoin exposure through overseas funds or direct trading, which could limit demand for local ETFs. MFC Asset Management launched the Bitcoin ETF Tracker Fund (MBTCETF-UI) in 2024, which invests in BlackRock's iShares Bitcoin Trust (IBIT); ONE Asset Management became the first Thai asset management company approved for a Bitcoin ETF-linked fund in the same year. (Cointelegraph)
According to Cointelegraph, digital asset management firm CoinShares surveyed 2,230 wealthy investors with investable assets exceeding $500,000 across seven countries, including the US, UK, France, and Germany. The results indicate that most respondents already hold digital assets, with crypto assets accounting for an average of approximately 10% of their portfolios.
Odaily reports: CoinShares noted in its latest research report that the Fed's hawkish policy shift and the stalling of the CLARITY Act are the two major short-term pressures currently facing the crypto market. According to the report, the Fed believes inflation remains too high, and its latest interest rate projections no longer show any room for rate cuts before 2027, which has provided support for the dollar and short-term U.S. Treasury yields. Combined with the Iran conflict driving up energy prices, the possibility of another rate hike within the year has increased. CoinShares believes that if the inflation outlook does not improve significantly, or if there is no major shift in monetary policy expectations, BTC may struggle to effectively break above $80,000 before the end of the year.On the regulatory front, the main disagreement over the CLARITY Act remains centered on ethics provisions, and a revised version could potentially be reintroduced as early as the beginning of next year. Since Bitcoin's regulatory status is relatively clear, the bill's setback has limited impact on it, while Ethereum and other altcoins face greater regulatory uncertainty.
A CoinShares report shows that recent significant capital inflows and outflows in the cryptocurrency market are primarily driven by investors positioning around anticipated changes to the Federal Reserve's interest rate policy, rather than a diminished willingness to hold assets long-term. As macro policy signals shift, a portion of the previously outflowing capital has already begun to return.
According to CoinDesk, Hargreaves Lansdown, the UK's largest retail investment platform managing over $200 billion in assets, announced it will make nine Bitcoin and Ethereum exchange-traded note (ETN) products available to its two million customers. Providers include BlackRock iShares, CoinShares, WisdomTree, 21Shares, Invesco, and Bitwise, with annual fees ranging from 0% to 0.35%. This move comes less than a year after the platform previously warned customers against investing in cryptocurrencies, reflecting a policy adjustment following the UK Financial Conduct Authority (FCA) lifting its retail ban on crypto ETPs in October 2025. The platform requires new buyers to complete a suitability assessment and wait 24 hours before trading.
Odaily News比特币 rose to its highest level since May before the US market opened on Friday, briefly touching $79,400 during trading before hovering around $78,000, just one step away from the key resistance level of $80,000. US spot Bitcoin ETFs recorded net inflows of $606 million on Thursday, the highest level since May 1, boosting market risk appetite.James Butterfill, Head of Research at CoinShares, stated that this rally is primarily driven by macroeconomic factors rather than factors within the crypto market itself, noting that Bitcoin remains highly sensitive to changes in liquidity expectations and real yields. Previously, US inflation data came in below expectations, employment data weakened, and the US Treasury announced measures to push down long-term Treasury yields, all of which drove risk assets higher.Butterfill pointed out that $80,000 is an important demarcation line for Bitcoin at present. To form an effective breakout, the market needs further confirmation that the Federal Reserve's monetary policy is shifting toward easing, with related signals potentially released at next week's Jackson Hole symposium.However, he also cautioned that if inflation remains persistently high or the dollar weakens, the Fed may be forced to adopt a more cautious policy. Additionally, the scale of accumulation by large holders remains relatively limited, and the market still lacks strong confidence to support a sustained breakout. Going forward, US spot Bitcoin ETF fund flows and macroeconomic data performance will serve as key indicators for judging the sustainability of the trend. (CoinDesk)
the latest weekly report from CoinShares shows digital asset investment products recorded net outflows of $1.47 billion last week, marking the second consecutive week of negative growth and the third-largest single-week outflow of 2026. Cumulative outflows over the two weeks have reached $2.54 billion.By asset, Bitcoin saw outflows of $1.315 billion, the largest single-week outflow of 2026, compressing its year-to-date net inflows from $3.9 billion to $2.6 billion. Ethereum recorded outflows of $223 million, roughly flat compared to the previous week. Some altcoins still saw minor inflows, with XRP attracting $31.8 million, Near $9 million, and Solana $7.7 million.By region, the United States dominated the outflow landscape with $1.425 billion in single-week outflows. Switzerland, Canada, and Hong Kong recorded outflows of $16.2 million, $12.5 million, and $12.2 million respectively, indicating that risk aversion sentiment, which was localized last week, has now spread to most regions globally. CoinShares notes that these outflows are closely linked to heightened geopolitical risks related to Iran. Despite the ongoing legislative progress of the CLARITY Act, market risk aversion continues to deepen.
CoinShares tweeted that the cryptocurrency market saw a net outflow of $920 million this week. In the short term, macroeconomic headwinds continue to dominate: PPI data came in higher than expected, U.S.-Iran tensions pushed oil prices higher, and the Federal Reserve’s room for rate cuts is constrained—Bitcoin fell 1.4% this week. Meanwhile, the U.S. Senate Banking Committee passed the Clarity Act by a vote of 15–9, bringing long-term regulatory direction into sharper focus. CoinShares noted that the market is currently caught in a tug-of-war between short-term macro pressures and long-term regulatory tailwinds.
According to Decrypt, Bitcoin’s price recently approached $75,000, driven by improved risk sentiment and easing geopolitical tensions. Since the Iran conflict erupted on February 28, Bitcoin has surged approximately 13%, outperforming both the S&P 500 Index and gold. Data shows bearish pressure in the options market has eased, with the 25-Delta Skew rebounding from -10% to -4.5%, indicating reduced investor demand for downside protection. Last week, CoinShares data revealed net inflows of $1.1 billion into crypto investment products—the strongest weekly performance so far this year—with U.S. spot Bitcoin ETFs accounting for $786 million in net inflows. Analysts note that ETF inflows and strengthening institutional demand have become key drivers behind Bitcoin’s rally. Experts caution that inflation, Federal Reserve policy, and evolving geopolitical developments could influence its future trajectory.