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Bitcoin Rebounds After Gulf Jolt as Policy Shifts and New Capital Rewire Crypto

Heavy ETF inflows alongside fresh fundraising signal growing institutional buy‑in.

Overview

  • Bitcoin swung sharply, first topping $80,000 after President Trump announced naval escorts for neutral ships in the Strait of Hormuz, then slipping on reports of an Iranian missile strike before climbing back near $81,000.
  • U.S. spot Bitcoin exchange‑traded funds drew about $1.15 billion in net inflows over two recent sessions, a wave of buying that supported the latest price recovery.
  • Haun Ventures raised $1 billion for two new funds focused on crypto payments and the financial rails AI agents will use, with its largest bet set on Erebor, a federally insured digital bank.
  • Lawmakers released compromise language on stablecoin yield rules that blocks passive interest for simply holding a token but permits rewards tied to transactions and use, clearing a key hurdle for the Digital Asset Market Clarity Act.
  • Tether reported $1.04 billion in Q1 profit and record excess reserves of $8.23 billion, and it began pursuing a full audit by a Big Four firm, steps that address long‑standing concerns about transparency and reserves.