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Agency 63

Bitcoin’s rebound may be fragile as Wall Street warns Hormuz disruption is not really over

A two-week conditional ceasefire between the U.S. and Iran has forced a rapid rewrite of the Strait of Hormuz trade, but it has not fully restored the pre-war macro backdrop. Oil has fallen sharply from the panic highs, global equities have rallied, and Bitcoin has rebounded with them...

Bitcoin Range Analysis: Leverage Delta Flipping Signals Instability

The current consolidation of Bitcoin is showing signs of a deeper shift rather than a typical range-bound market. While price action appears relatively stable within a defined range, leverage behavior tells a very different story. Instead of a clear directional bias, the leverage delta has repeatedly flipped between positive and negative...

FDIC, OCC, and NCUA Propose New AML/CFT Rule Updates for Banks and Credit Unions

TLDR: FDIC, OCC, and NCUA jointly propose updated AML/CFT rules aligned with FinCEN’s new framework. Banks must adopt risk-based programs, focusing resources on higher-risk customers and activities. Only systemic or significant compliance failures will trigger formal AML/CFT enforcement actions. A new FinCEN consultation framework will strengthen coordination across federal banking regulators...