01
Markets
Bitcoin touched a three-month high — then met supply
The next signal is sustained acceptance above $80K, supported by spot volume rather than leverage alone.
12 min readBreaking News
U.S. spot Bitcoin ETFs extend their inflow streak to nine sessions.
Blue Rogues Analysis · Market Structure
The rally cleared the wall. Holding it is the real test.
Bitcoin pushed beyond the psychological barrier, but one intraday move does not establish a new regime. We separate the verified signal from the market narrative.
Read the analysis
Latest intelligence
What matters now
02
Institutions
BitGo acquires NYDIG's institutional trading business
Custody, execution and financing continue to consolidate under fewer regulated roofs.
6 min read03
Regulation
The SEC proposes a new fundraising path for crypto projects
These are proposed rules, not final law. The comment process will determine what survives.
8 min readCrypto Today · August 28
Capital is returning. Conviction still has to survive the pullback.
01
ETF demand
Nine-session inflow streak02
Sentiment
Extreme greed, not automatic euphoria03
Rogue Signal
Watch spot demand after forced buying fadesWatch the thesis
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Is the Bitcoin Bear Market Really Over?
Episode 001 · Research framework
The 5 Signals That Must Flip Before Altseason Begins
Evidence, not theater
Every claim has a category.
Blue Rogues distinguishes verified facts, attributed claims, editorial analysis and forward-looking scenarios. Market snapshots are timestamped. Corrections remain visible.
Read our methodology