# 1Konto Market Brief Weekly news, analysis, and insights from the 1Konto trading desk Page: Feed: --- ## [Treasury Writes Stablecoin Rules, Settlement Rails Face a New Test](https://1konto.substack.com/p/treasury-writes-stablecoin-rules) _2026-08-18 · 1Konto_ Stablecoins & Digital Asset Market: ## [Nvidia Opens $500B AI Funding Market, Bitcoin Miners Pivot to Compute](https://1konto.substack.com/p/nvidia-opens-500b-ai-funding-market) _2026-08-11 · 1Konto_ Digital Asset Market: ## [Palantir Earnings Break the AI Slump, Bitcoin Flows Stay Selective](https://1konto.substack.com/p/palantir-earnings-break-the-ai-slump) _2026-08-04 · 1Konto_ Digital Asset Market: ## [Chip Selloff Breaks AI Leadership, Capital Rotates Across the Market](https://1konto.substack.com/p/chip-selloff-breaks-ai-leadership) _2026-07-29 · 1Konto_ Digital Asset Market: ## [Bitcoin ETF Flows Rebuild, but AI Trade Faces Stricter Test](https://1konto.substack.com/p/ai-rally-narrows-as-bitcoin-flows) _2026-07-21 · 1Konto_ Digital Asset Market: ## [AI Trade Rebounds as Oil Risk Tests the Relief Rally](https://1konto.substack.com/p/ai-earnings-reignite-nasdaq-bitcoin) _2026-07-15 · 1Konto_ Digital Asset Market: ## [AI Leadership Cracks as Crypto Liquidity Turns Fragile](https://1konto.substack.com/p/ai-leadership-cracks-as-crypto-liquidity) _2026-07-07 · 1Konto_ Digital Asset Market: ## [Treasury Yields Wait on Jobs, Crypto Liquidity Keeps Draining](https://1konto.substack.com/p/bitcoin-breaks-below-60k-as-ai-trade) _2026-06-30 · 1Konto_ Digital Asset Market: ## [Oil Drops Below $78, Tech and Bitcoin Still Reprice Lower](https://1konto.substack.com/p/treasury-yields-ease-ai-trade-loses) _2026-06-23 · 1Konto_ Digital Asset Market: ## [Hormuz Deal Cuts Oil Premium, Crypto Liquidity Still Drains](https://1konto.substack.com/p/oil-breaks-below-80-bitcoin-still) _2026-06-16 · 1Konto_ Digital Asset Market: ## [100,000 Bonus Points Await You (Sponsored)](https://crawlproof.com/a/JDhhRvcl5SST) _2026-06-16 · **Sponsored**_ Earn 100,000 bonus points after spending $5,000 in the first 3 months. ## [Oil Relief Buys Powell Time, ETF Redemptions Keep Crypto Fragile](https://1konto.substack.com/p/bitcoin-etf-outflows-test-63k-rebound) _2026-06-09 · 1Konto_ Digital Asset Market: ## [Bitcoin Breaks $70K as ETF Outflows Overpower Rates Relief](https://1konto.substack.com/p/bitcoin-breaks-70k-as-etf-outflows) _2026-06-02 · 1Konto_ Digital Asset Market: ## [Treasury Yields Retreat, Bitcoin Waits for ETF Flows](https://1konto.substack.com/p/treasury-yields-retreat-bitcoin-waits) _2026-05-26 · 1Konto_ Digital Asset Market: ## [30-Year Yield Nears 5.2%, Bitcoin ETF Outflows Accelerate](https://1konto.substack.com/p/30-year-yield-nears-52-bitcoin-etf) _2026-05-19 · 1Konto_ Digital Asset Market: Bitcoin remains pinned below $80,000, trading near $76,964, while Ethereum is near $2,118. ## [CPI Spike Freezes Fed Cut Path, Stablecoin Rails Gain Ground](https://1konto.substack.com/p/cpi-spike-freezes-fed-cut-path-stablecoin) _2026-05-12 · 1Konto_ Digital Asset Market: Stablecoins remain the highest-signal part of digital assets this week. ## [Hormuz Oil Scare Fades, Nasdaq Breaks Higher](https://1konto.substack.com/p/hormuz-oil-scare-fades-nasdaq-breaks) _2026-05-05 · 1Konto_ Digital Asset Market: Bitcoin moved back above $81,000, with BTC last around $81,362, as digital assets caught a risk-on bid alongside broader equities. ## [Hormuz Oil Shock Boxes In Powell, Bitcoin and Tech Rally Lose Margin for Error](https://1konto.substack.com/p/hormuz-oil-shock-boxes-in-powell) _2026-04-28 · 1Konto_ Digital Asset Market: Bitcoin pulled back from the upper-$70,000s as risk appetite cooled across tech and digital assets. ## [Oil Spike Pressures Equities, Delays the Fed, and Tests Bitcoin’s Resilience](https://1konto.substack.com/p/oil-spike-pressures-equities-delays) _2026-04-21 · 1Konto_ Digital Asset Market: Bitcoin is holding near $75.7K even as broader risk assets wobble, with Ethereum near $2.31K. ## [Gulf Disruption Rewires Oil Trade, Strategy Adds $1B in Bitcoin, Shorts Get Cornered](https://1konto.substack.com/p/gulf-disruption-rewires-oil-trade) _2026-04-15 · 1Konto_ Digital Asset Market: Michael Saylor’s Strategy bought 13,927 Bitcoin for about $1 billion between April 6 and 12, paying an average of $71,902 per coin and bringing total holdings to 780,897 BTC, acquired for $59.02 billion at an average purchase price of $75,577, leaving 19,103 BTC to reach 800,000. ## [Hormuz Deadline Jolts Markets, Bitcoin Flows Return as Artemis Heads Home](https://1konto.substack.com/p/hormuz-deadline-jolts-markets-bitcoin) _2026-04-07 · 1Konto_ Digital Asset Market: US-listed spot Bitcoin ETFs regained momentum with their strongest inflows in weeks, arriving as Bitcoin briefly approached $70,000 before slipping back under $69,000 in a market still shaped by geopolitical risk and lingering anxiety, including fresh chatter about quantum resistance. ## [Meet Claude, the AI assistant (Sponsored)](https://crawlproof.com/a/Z6PX9lKPuWB4) _2026-04-07 · **Sponsored**_ Conversational AI to answer questions, brainstorm ideas, and help with tasks. ## [Hormuz Shipping Hit, Oil Spike Tests Powell’s Patience and Bitcoin’s Floor](https://1konto.substack.com/p/hormuz-shipping-hit-oil-spike-tests) _2026-03-31 · 1Konto_ Digital Asset Market: Bitcoin hovered around $67,000 to $67,200 on March 31, 2026, near the level that would either snap a five-month losing streak or confirm a rare sixth straight monthly decline, a streak it has only matched once before and never exceeded.