Bitcoin Tests $86K as Oil Plunges, Spot ETFs Pull Near $1B, ECB Enters Tokenized Bonds

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Welcome to Stock Market Today, your market briefing with actionable insights on stocks, bonds, crypto, and the events moving markets. Let's get into it. Bitcoin is consolidating near $86,000 after testing 87,300 intraday. Marking an eight month high signaling risk appetite is back. The rally coincides with WTAE crew dropping below $90 on signals. Iran may reopen the Strait of Hormuz within seven days if the US eases its blockade, cutting inflation concerns and supporting equity and crypto rallies. Spot Bitcoin ETFs pulled in $999 million Monday, the largest single day haul since October 2025 BlackRock's IBIT led with $381 million, followed by ARKB at $289 million, and Fidelity's FBTC at $239 million. This comes despite the Clarity Act stalling and midterm elections tightening the legislative window. The short squeeze was brutal. Over $900 million in liquidations hit bearish positions as Bitcoin broke through $82,000, with Dogecoin surging 15%.

Open interest climbed to nearly $160 billion, the highest since late October.

Raising caution that rapid leverage buildup could reverse if spot demand stalls. The European Central Bank announced it will invest reserves in Euro-denominated tokenized securities through Pontes, its new blockchain platform, with full implementation targeted by 2028 Six Canadian banks are collaborating on CAD tokenized deposit infrastructure, signaling North American momentum.

Bitmine bought $75 million in Ethereum, bringing holdings to nearly $6 million ETH, roughly 5% of total supply.

Circle launched Bitcoin-backed USDC, borrowing for institutions through Morpho and upcoming OV Integrations. Regulatory pressure mounts. Manhattan US. Attorney is investigating whether Binance allowed Iran sanctions violations, while crypto P. Ace Fairshake committed $30 million against Sherrod Brown's Senate comeback bid. Next resistance for Bitcoin sits at $90,000, with support near $82,000. Watch ETF flows and Friday options expiry for directional cues. That wraps your market intel. Trade smart out there. For deeper insights and real-time analysis, visit capitalcopilot.io.