The sharpest signals for crypto — what moved, and why it matters.
Sun, Jun 28
The Bank of England dropped the rules that genuinely couldn't work — per-user holding limits are nearly impossible to enforce across wallets — and replaced them with a single £40 billion ceiling on each systemic sterling token.
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The average IBIT investor is now down roughly 40%. As recently as mid-2025 they were up 30%. That 70-point swing is what mainstream Bitcoin adoption actually looks like in practice.
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Public companies collectively hold roughly 1.265 million BTC — about 6% of everything that will ever exist. A year ago it was closer to 3%. That doubling is the story.
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