Bitcoin rallied to $72,500 as US stocks reacted to US efforts to blockade the Strait of Hormuz. Despite the rebound, BTC traders warned that a price correction remains a risk. Bitcoin (BTC) reversed its losses after Monday’s Wall Street open as markets digested the newest developments in the US-Iran war. Key points: Bitcoin joins US stocks in a relief bounce despite the US blockade of the Strait of Hormuz going ahead. Read more
The European Central Bank said tokenization could improve EU capital markets, but only with central bank money, interoperable infrastructure and resilient regulation. The European Central Bank (ECB) set out a cautious path toward tokenizing Europe’s capital markets, saying the technology can deliver efficiency gains only if it remains anchored to central bank money, infrastructures remain interoperable, and regulation is “robust and supportive.” In its latest Macroprudential Bulletin published on Monday, the ECB said distributed ledger technology (DLT) could help deepen the European Union’s savings and investments union, but warned that benefits will depend on interoperable infrastructure and policymakers keeping pace with new risks. The central bank’s stance highlights a push to modernize market plumbing in the bloc without loosening control over settlement or financial stability. Read more
Bernstein says Bitcoin’s selloff already reflects quantum risk and that developers still have time to agree on a post-quantum upgrade path. Bernstein said Monday that Bitcoin’s selloff has already priced in much of the market’s fear around quantum computing, arguing that the threat is real but still manageable rather than an immediate existential risk. Bitcoin’s (BTC) near 50% drawdown from its $126,198 all-time high in October 2025 is proof that the market has “priced in” several risks tied to a quantum breakthrough, partly thanks to technological progress on zero-knowledge privacy and quantum-proof cryptography that “counterbalance” the AI and quantum acceleration, Bernstein said in a Monday note shared with Cointelegraph. The note lands two weeks after Google researchers said future quantum computers could break the elliptic-curve cryptography used across many blockchains with fewer than 500,000 physical qubits in some architectures, reviving debate over how quickly Bitcoin needs a post-quantum upgrade pat...