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Analysts weighed bitcoin's bullish momentum against growing policy and geopolitical caution after ETF flows reversed amid a key macro week.

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Under the current rules, every asset in a specific trust must independently clear the SEC's eligibility bar.

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Anza and Firedancer independently landed on the same post-quantum solution, and the foundation says performance won't take a meaningful hit when the upgrade comes.

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Arthur Hayes says Bitcoin's macro setup is turning bullish again, arguing that wartime spending, US fiscal deficits and bank-led credit creation could outweigh fears of a smaller Federal Reserve balance sheet. Speaking at the Bitcoin 2026 conference in Las Vegas, the BitMEX co-founder said Bitcoin is increasingly trading as a response to “wartime inflation,” not just the artificial intelligence cycle.