CoinEx Daily: Bitcoin Swings in Volatile Trade with Macro Uncertainty Capping Policy Support

Daily View

Bitcoin traded in a volatile range between roughly $75,000 and $78,100, with early upside driven by a Trump ceasefire extension headline and Strategy’s planned $2.5 billion buy, before macro uncertainty around U.S.-Iran talks and the Warsh hearing capped follow-through. Broader sentiment remains cautious but not risk-off, as policy headlines stay supportive at the margin with the Senate’s Clarity Act still alive and Warsh signaling crypto’s role in finance, even as New York enforcement against Coinbase and Gemini adds regulatory friction. Sector performance was mixed: stablecoin and crypto-equity names outperformed with Circle surging, prediction markets gained attention through Coinbase, Robinhood and Kalshi expansion plans, while DeFi lagged after the Volo exploit, Kelp DAO laundering fallout, and Aave core markets briefly hitting 100% utilization.