IBOV 170,331 ▼ 2.22% IPSA 10,360 ▼ 1.04% IPC MEX 68,286 ▼ 0.88% MERVAL 3,164,196 ▼ 1.86% COLCAP 2,238.99 ▼ 1.13% BVL PERÚ 34,836.62 ▲ 0.71% USD/BRL 5.06 ▲ 1.08% USD/MXN 17.33 ▲ 0.17% USD/CLP 894.65 ▲ 0.74% USD/COP 3,568 ▲ 0.08% USD/PEN 3.40 ▼ 0.03% USD/ARS 1,439 ▲ 0.82% USD/UYU 40.27 ▲ 1.59% USD/PYG 6,095 ▲ 3.16% USD/BOB 6.85 ▲ 1.64% USD/DOP 58.00 ▲ 0.43% USD/CRC 456.90 ▲ 3.28% USD/GTQ 7.62 ▲ 2.15% USD/HNL 26.64 ▲ 1.72% USD/NIO 36.62 ▲ 0.68% USD/VES 558.97 ▲ 0.18% USD/PAB 1.00 ▲ 2.20% USD/BZD 2.00 ▲ 1.63% USD/JMD 157.29 ▲ 0.99% USD/TTD 6.67 ▲ 0.30% EUR/BRL 5.87 ▲ 0.25% BRENT 96.65 ▼ 1.19% WTI 94.93 ▼ 1.14% IRON ORE 161.91 — — COPPER 6.46 ▼ 0.33% GOLD 4,489 ▲ 1.18% SILVER 73.47 ▼ 0.01% SOY 1,151 ▼ 0.26% CORN 427.25 ▼ 0.98% WHEAT 583.00 ▼ 0.72% COFFEE 252.65 ▼ 2.53% SUGAR 14.22 ▼ 1.11% ORANGE JUICE 167.05 ▲ 4.41% COTTON 76.58 ▼ 0.60% COCOA 4,037 ▼ 1.73% BEEF 237.85 ▼ 3.97% CATTLE 342.58 ▼ 1.68% LITHIUM 84.86 ▼ 1.78% PETR4 41.25 ▼ 0.77% VALE3 81.79 ▼ 3.78% ITUB4 38.72 ▼ 2.12% BBDC4 17.37 ▼ 2.14% ABEV3 16.07 ▼ 2.31% BBAS3 19.53 ▼ 1.81% B3SA3 15.52 ▼ 4.67% WEGE3 41.78 ▼ 0.52% PRIO3 62.59 ▲ 0.98% SUZB3 41.22 ▲ 1.95% RENT3 40.44 ▼ 3.32% AZZA3 17.38 ▼ 8.48% CSAN3 3.58 ▼ 7.73% RAIZ4 0.39 ▲ 2.63% PCAR3 1.54 ▼ 1.91% GMAT3 4.20 ▼ 0.24% PSSA3 48.16 ▼ 1.19% CVCB3 1.48 ▼ 3.90% POSI3 3.75 ▼ 7.64% SLCE3 14.98 ▼ 2.03% NATU3 9.80 ▼ 0.61% BRKM5 9.43 ▼ 5.79% RANI3 7.90 ▲ 0.51% CSNA3 6.68 ▼ 6.31% CMIN3 4.50 ▼ 5.86% USIM5 11.46 ▼ 4.82% GGBR4 24.13 ▼ 2.11% ENEV3 24.23 ▼ 4.42% NEOE3 33.80 — 0.00% CPFE3 43.30 ▼ 0.46% CMIG4 10.86 ▼ 1.27% EQTL3 39.81 ▲ 1.89% LREN3 14.64 ▼ 5.67% VIVT3 33.75 ▼ 0.15% RAIL3 13.89 ▼ 2.11% KLABIN 16.76 ▼ 0.89% RAIA DROGASIL 17.51 ▼ 3.26% RDOR3 33.11 ▼ 3.33% HAPV3 11.22 ▼ 8.26% FLRY3 14.70 ▼ 4.11% SMTO3 17.30 ▼ 1.14% UGPA3 24.92 ▼ 3.07% VBBR3 29.48 ▼ 2.16% BBSE3 35.04 ▼ 0.26% BPAC11 50.71 ▼ 4.77% CURY3 29.45 ▼ 6.00% AERI3 2.31 ▼ 1.28% VIVARA 20.50 ▼ 4.21% COMPASS 25.79 ▼ 2.68% VAMOS 2.94 ▼ 1.01% SANB11 26.72 ▼ 2.34% ASAI3 8.79 ▼ 2.87% SBSP3 27.23 ▼ 1.66% WALMEX 52.05 ▲ 0.19% GMEXICO 213.71 ▼ 3.18% FEMSA 211.97 ▲ 2.01% CEMEX 22.45 ▼ 1.32% GFNORTE 181.22 ▼ 0.57% BIMBO 58.29 ▲ 0.19% TELEVISA 9.08 ▼ 1.52% AMX 22.14 ▼ 0.49% GAP 418.01 ▲ 0.62% ASUR 296.77 ▼ 2.07% OMA 220.05 ▼ 1.57% KOF 186.51 ▼ 0.73% GRUMA 294.39 ▲ 0.36% KIMBER 38.10 ▼ 0.81% SQM-B 71,000 ▼ 1.29% BSANTANDER 68.10 ▼ 1.32% FALABELLA 5,450 ▼ 2.07% ENELAM 76.77 ▼ 1.18% CENCOSUD 2,168 ▲ 0.37% CMPC 1,028 ▼ 0.39% BANCO CHILE 163.99 ▼ 1.68% LATAM AIR 22.29 ▼ 1.37% YPF 83,050 ▼ 0.27% GGAL 7,350 ▼ 3.10% PAMPA 5,115 ▼ 1.35% TXAR 676.50 ▼ 2.10% ALUAR 1,015 ▲ 1.50% TGS 9,205 ▼ 2.80% CEPU 2,309 ▼ 2.49% MIRGOR 16,925 ▼ 0.88% COME 47.91 ▼ 3.17% LOMA NEGRA 3,430 ▼ 2.14% BYMA 293.00 — 0.00% TELECOM ARG 4,053 ▼ 2.88% ECOPETROL 15.58 ▼ 2.50% BANCOLOMBIA 72.25 ▼ 2.03% GRUPO AVAL 4.98 ▲ 0.81% CREDICORP 327.42 ▼ 4.80% SOUTHERN COPPER 196.59 ▼ 2.37% BUENAVENTURA 33.86 ▼ 2.67% MERCADOLIBRE 1,639 ▼ 2.05% NUBANK 11.64 ▼ 2.43% XP 15.60 ▼ 3.70% PAGSEGURO 8.77 ▼ 4.88% STONE 10.64 ▼ 5.34% GLOBANT 39.67 ▼ 6.17% TECNOGLASS 42.31 ▼ 3.29% GAP AIRPORT 240.72 ▲ 0.28% ASUR 296.77 ▼ 2.07% OMA AIRPORT 101.18 ▼ 2.25% AMX ADR 25.54 ▼ 0.66% FEMSA ADR 121.81 ▲ 1.39% CEMEX ADR 12.90 ▼ 1.23% PETROBRAS ADR 18.19 ▼ 2.83% VALE ADR 16.06 ▼ 4.52% ITAU ADR 7.59 ▼ 3.44% SANTANDER BR 5.30 ▼ 3.28% AMBEV ADR 3.14 ▼ 3.38% CSN 1.31 ▼ 7.75% GERDAU 4.75 ▼ 2.86% LATAM ADR 49.71 ▼ 2.55% BTC 63,258 ▼ 5.17% ETH 1,769 ▼ 4.76% SOL 69.88 ▼ 5.75% XRP 1.18 ▼ 2.52% BNB 606.94 ▼ 6.69% ADA 0.20 ▼ 8.07% DOGE 0.09 ▼ 3.47% AVAX 7.83 ▼ 4.13% LINK 8.10 ▼ 3.10% DOT 1.06 ▼ 1.75% LTC 45.71 ▼ 2.55% BCH 240.60 ▼ 10.55% TRX 0.33 ▼ 0.32% XLM 0.21 ▼ 5.05% HBAR 0.08 ▼ 3.19% NEAR 2.76 ▲ 4.97% ATOM 1.81 ▼ 0.44% AAVE 71.58 ▼ 2.61% SELIC 14.50% EMBRAER 69.67 ▼ 3.17% EMBRAER ADR 55.19 ▼ 3.63% JBS 11.88 ▼ 2.62% JBS BDR 59.90 ▼ 1.17% MBRF3 15.78 ▼ 0.44% MBRFY 3.06 ▼ 5.56% INTER 5.80 ▼ 3.33% COPEC 6,100 ▼ 1.36% EGX 52,564 ▼ 0.69% USD/ZAR 16.35 ▲ 0.15% USD/NGN 1,357 — 0.00% NIKKEI 66,958 ▼ 2.11% CSI300 4,922 ▼ 0.34% HSI 25,314 ▼ 1.25% NIFTY 23,406 ▼ 0.33% KOSPI 8,592 ▼ 2.38% JCI 5,858 ▼ 1.40% USD/JPY 159.90 ▼ 0.06% USD/CNY 6.7731 ▲ 0.07% DAX 24,796 ▼ 1.31% CAC 8,150 ▼ 0.71% FTSE 10,332 ▼ 0.40% MIB 50,038 ▼ 1.07% IBEX 18,176 ▼ 0.53% STOXX 621.19 ▼ 0.66% EUR/USD 1.1610 ▲ 0.07% GBP/USD 1.3424 ▲ 0.02% SPX 7,554 ▼ 0.74% DJI 50,687 ▼ 1.21% NDX 30,571 ▼ 0.29% RUT 2,894 ▼ 1.31% TSX 34,802 ▼ 1.05% VIX 16.06 ▲ 1.84% USD/CAD 1.3901 ▲ 0.06% US10Y 4.4910 ▲ 0.81% IBOV 170,331 ▼ 2.22% IPSA 10,360 ▼ 1.04% IPC MEX 68,286 ▼ 0.88% MERVAL 3,164,196 ▼ 1.86% COLCAP 2,238.99 ▼ 1.13% BVL PERÚ 34,836.62 ▲ 0.71% USD/BRL 5.06 ▲ 1.08% USD/MXN 17.33 ▲ 0.17% USD/CLP 894.65 ▲ 0.74% USD/COP 3,568 ▲ 0.08% USD/PEN 3.40 ▼ 0.03% USD/ARS 1,439 ▲ 0.82% USD/UYU 40.27 ▲ 1.59% USD/PYG 6,095 ▲ 3.16% USD/BOB 6.85 ▲ 1.64% USD/DOP 58.00 ▲ 0.43% USD/CRC 456.90 ▲ 3.28% USD/GTQ 7.62 ▲ 2.15% USD/HNL 26.64 ▲ 1.72% USD/NIO 36.62 ▲ 0.68% USD/VES 558.97 ▲ 0.18% USD/PAB 1.00 ▲ 2.20% USD/BZD 2.00 ▲ 1.63% USD/JMD 157.29 ▲ 0.99% USD/TTD 6.67 ▲ 0.30% EUR/BRL 5.87 ▲ 0.25% BRENT 96.65 ▼ 1.19% WTI 94.93 ▼ 1.14% IRON ORE 161.91 — — COPPER 6.46 ▼ 0.33% GOLD 4,489 ▲ 1.18% SILVER 73.47 ▼ 0.01% SOY 1,151 ▼ 0.26% CORN 427.25 ▼ 0.98% WHEAT 583.00 ▼ 0.72% COFFEE 252.65 ▼ 2.53% SUGAR 14.22 ▼ 1.11% ORANGE JUICE 167.05 ▲ 4.41% COTTON 76.58 ▼ 0.60% COCOA 4,037 ▼ 1.73% BEEF 237.85 ▼ 3.97% CATTLE 342.58 ▼ 1.68% LITHIUM 84.86 ▼ 1.78% PETR4 41.25 ▼ 0.77% VALE3 81.79 ▼ 3.78% ITUB4 38.72 ▼ 2.12% BBDC4 17.37 ▼ 2.14% ABEV3 16.07 ▼ 2.31% BBAS3 19.53 ▼ 1.81% B3SA3 15.52 ▼ 4.67% WEGE3 41.78 ▼ 0.52% PRIO3 62.59 ▲ 0.98% SUZB3 41.22 ▲ 1.95% RENT3 40.44 ▼ 3.32% AZZA3 17.38 ▼ 8.48% CSAN3 3.58 ▼ 7.73% RAIZ4 0.39 ▲ 2.63% PCAR3 1.54 ▼ 1.91% GMAT3 4.20 ▼ 0.24% PSSA3 48.16 ▼ 1.19% CVCB3 1.48 ▼ 3.90% POSI3 3.75 ▼ 7.64% SLCE3 14.98 ▼ 2.03% NATU3 9.80 ▼ 0.61% BRKM5 9.43 ▼ 5.79% RANI3 7.90 ▲ 0.51% CSNA3 6.68 ▼ 6.31% CMIN3 4.50 ▼ 5.86% USIM5 11.46 ▼ 4.82% GGBR4 24.13 ▼ 2.11% ENEV3 24.23 ▼ 4.42% NEOE3 33.80 — 0.00% CPFE3 43.30 ▼ 0.46% CMIG4 10.86 ▼ 1.27% EQTL3 39.81 ▲ 1.89% LREN3 14.64 ▼ 5.67% VIVT3 33.75 ▼ 0.15% RAIL3 13.89 ▼ 2.11% KLABIN 16.76 ▼ 0.89% RAIA DROGASIL 17.51 ▼ 3.26% RDOR3 33.11 ▼ 3.33% HAPV3 11.22 ▼ 8.26% FLRY3 14.70 ▼ 4.11% SMTO3 17.30 ▼ 1.14% UGPA3 24.92 ▼ 3.07% VBBR3 29.48 ▼ 2.16% BBSE3 35.04 ▼ 0.26% BPAC11 50.71 ▼ 4.77% CURY3 29.45 ▼ 6.00% AERI3 2.31 ▼ 1.28% VIVARA 20.50 ▼ 4.21% COMPASS 25.79 ▼ 2.68% VAMOS 2.94 ▼ 1.01% SANB11 26.72 ▼ 2.34% ASAI3 8.79 ▼ 2.87% SBSP3 27.23 ▼ 1.66% WALMEX 52.05 ▲ 0.19% GMEXICO 213.71 ▼ 3.18% FEMSA 211.97 ▲ 2.01% CEMEX 22.45 ▼ 1.32% GFNORTE 181.22 ▼ 0.57% BIMBO 58.29 ▲ 0.19% TELEVISA 9.08 ▼ 1.52% AMX 22.14 ▼ 0.49% GAP 418.01 ▲ 0.62% ASUR 296.77 ▼ 2.07% OMA 220.05 ▼ 1.57% KOF 186.51 ▼ 0.73% GRUMA 294.39 ▲ 0.36% KIMBER 38.10 ▼ 0.81% SQM-B 71,000 ▼ 1.29% BSANTANDER 68.10 ▼ 1.32% FALABELLA 5,450 ▼ 2.07% ENELAM 76.77 ▼ 1.18% CENCOSUD 2,168 ▲ 0.37% CMPC 1,028 ▼ 0.39% BANCO CHILE 163.99 ▼ 1.68% LATAM AIR 22.29 ▼ 1.37% YPF 83,050 ▼ 0.27% GGAL 7,350 ▼ 3.10% PAMPA 5,115 ▼ 1.35% TXAR 676.50 ▼ 2.10% ALUAR 1,015 ▲ 1.50% TGS 9,205 ▼ 2.80% CEPU 2,309 ▼ 2.49% MIRGOR 16,925 ▼ 0.88% COME 47.91 ▼ 3.17% LOMA NEGRA 3,430 ▼ 2.14% BYMA 293.00 — 0.00% TELECOM ARG 4,053 ▼ 2.88% ECOPETROL 15.58 ▼ 2.50% BANCOLOMBIA 72.25 ▼ 2.03% GRUPO AVAL 4.98 ▲ 0.81% CREDICORP 327.42 ▼ 4.80% SOUTHERN COPPER 196.59 ▼ 2.37% BUENAVENTURA 33.86 ▼ 2.67% MERCADOLIBRE 1,639 ▼ 2.05% NUBANK 11.64 ▼ 2.43% XP 15.60 ▼ 3.70% PAGSEGURO 8.77 ▼ 4.88% STONE 10.64 ▼ 5.34% GLOBANT 39.67 ▼ 6.17% TECNOGLASS 42.31 ▼ 3.29% GAP AIRPORT 240.72 ▲ 0.28% ASUR 296.77 ▼ 2.07% OMA AIRPORT 101.18 ▼ 2.25% AMX ADR 25.54 ▼ 0.66% FEMSA ADR 121.81 ▲ 1.39% CEMEX ADR 12.90 ▼ 1.23% PETROBRAS ADR 18.19 ▼ 2.83% VALE ADR 16.06 ▼ 4.52% ITAU ADR 7.59 ▼ 3.44% SANTANDER BR 5.30 ▼ 3.28% AMBEV ADR 3.14 ▼ 3.38% CSN 1.31 ▼ 7.75% GERDAU 4.75 ▼ 2.86% LATAM ADR 49.71 ▼ 2.55% BTC 63,258 ▼ 5.17% ETH 1,769 ▼ 4.76% SOL 69.88 ▼ 5.75% XRP 1.18 ▼ 2.52% BNB 606.94 ▼ 6.69% ADA 0.20 ▼ 8.07% DOGE 0.09 ▼ 3.47% AVAX 7.83 ▼ 4.13% LINK 8.10 ▼ 3.10% DOT 1.06 ▼ 1.75% LTC 45.71 ▼ 2.55% BCH 240.60 ▼ 10.55% TRX 0.33 ▼ 0.32% XLM 0.21 ▼ 5.05% HBAR 0.08 ▼ 3.19% NEAR 2.76 ▲ 4.97% ATOM 1.81 ▼ 0.44% AAVE 71.58 ▼ 2.61% SELIC 14.50% EMBRAER 69.67 ▼ 3.17% EMBRAER ADR 55.19 ▼ 3.63% JBS 11.88 ▼ 2.62% JBS BDR 59.90 ▼ 1.17% MBRF3 15.78 ▼ 0.44% MBRFY 3.06 ▼ 5.56% INTER 5.80 ▼ 3.33% COPEC 6,100 ▼ 1.36% EGX 52,564 ▼ 0.69% USD/ZAR 16.35 ▲ 0.15% USD/NGN 1,357 — 0.00% NIKKEI 66,958 ▼ 2.11% CSI300 4,922 ▼ 0.34% HSI 25,314 ▼ 1.25% NIFTY 23,406 ▼ 0.33% KOSPI 8,592 ▼ 2.38% JCI 5,858 ▼ 1.40% USD/JPY 159.90 ▼ 0.06% USD/CNY 6.7731 ▲ 0.07% DAX 24,796 ▼ 1.31% CAC 8,150 ▼ 0.71% FTSE 10,332 ▼ 0.40% MIB 50,038 ▼ 1.07% IBEX 18,176 ▼ 0.53% STOXX 621.19 ▼ 0.66% EUR/USD 1.1610 ▲ 0.07% GBP/USD 1.3424 ▲ 0.02% SPX 7,554 ▼ 0.74% DJI 50,687 ▼ 1.21% NDX 30,571 ▼ 0.29% RUT 2,894 ▼ 1.31% TSX 34,802 ▼ 1.05% VIX 16.06 ▲ 1.84% USD/CAD 1.3901 ▲ 0.06% US10Y 4.4910 ▲ 0.81%
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Thursday, June 4, 2026

Markets Crypto

Bitcoin Slips Below $80,000 as Xi Warns Trump on Taiwan and ETFs Bleed $635M

By · May 14, 2026 · 4 min read

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Thursday, May 14, 2026 · Covering Wednesday, May 13 Session

Summary

Bitcoin slipped below $80,000 on Wednesday May 13, 2026, settling at $79,788 on perpetuals (−1.48% 24h) after Xi Jinping warned Trump of potential Taiwan conflict during the first US presidential visit to China in nearly a decade. Spot Bitcoin ETFs registered $635 million in outflows — largest since late January — as BTC turned lower from the 200-DMA. Solana fell 5%, SUI 4.6%, INJ 9.1%. Silver gained 0.79%.

The Big Three

1.
Bitcoin slipped to $79,788 on perpetuals (24h range $78,755–$81,280, −1.48%). Spot BTC closed at $79,829 on Bitstamp. The selloff followed a textbook rejection at the descending trendline from January at $80,651 — coinciding with the 200-DMA. The Trump-Xi summit was the trigger; the technical setup was the conviction.
2.
Spot Bitcoin ETFs registered $635M in outflows — the single-largest exit since late January per CoinDesk. The flows confirm institutional positioning has not returned after the January peak. Conviction-buyer holdings have surged ~300% to ~4M BTC since late 2025, but recent buyers have been the marginal sellers at the trendline.
3.
Alts took the bigger hit. Solana fell 4.35% to $90.98 on the Taiwan headline, SUI −4.61%, INJ −9.12%, TON −7.41%, ZEC −4.47%, HYPE −2.79%, LINK −3.07%, ADA −2.97%. Smaller-cap event losses (SIREN −53.58%, SKYAI −33.62%) added to the red day. DOGE held +1.42% and Q surged +38.72% on speculative rotation.

03 Key Movers

Winners

Q +38.72% on speculative rotation; UB +12.54%; LAB +5.55%. DOGE held +1.42% in defiance of the red tape. In TradFi perpetuals, Nvidia +3.04% and Tesla +2.77%. Silver +0.79% was the cleanest haven trade as Taiwan favored hard money over crypto.

Losers

SIREN collapsed 53.58%, SKYAI −33.62% on event weakness. INJ −9.12%, BILL −8.61%, TON −7.41%, SUI −4.61%, SOL −4.35%, ZEC −4.47%. Majors: ADA −2.97%, LINK −3.07%, XRP −2.00%. Anthropic and OpenAI pre-IPO Solana tokens dropped after both firms warned the structures may be invalid. TRUMP −5% on Trump Mobile T1 launch.

Live Market IntelligenceCrypto — Live Market BoardInside: market breadth, the sector heatmap, currencies & rates, the Latin America scoreboard and the full instrument board.

Rio Times · Live Market Intelligence

Crypto — Live Market Board

Digital assets
Jun 3, 2026 · 23:44

Bitcoin · benchmark
63,258
-5.17%
L 61,352day rangeH 64,264

-39.62% over 12 months

Market breadth · 17 names
6% advancing

1 ▲ advancing16 declining ▼

Currencies, rates & key inputs
Ethereum
1,769
-4.76%

Solana
69.88
-5.75%

Gold
4,489
+1.18%

USD / BRL
5.06
+1.08%

Full instrument board
Instrument Last Change YoY Prev. High Low Volume
BTC 63,258 -5.17% -39.62% 66,704 64,264 61,352 57,619,435,520
ETH 1,769 -4.76% -32.20% 1,858 1,814 1,718 26,975,721,472
SOL 69.88 -5.75% -54.47% 74.14 71.93 67.67 5,133,702,144
XRP 1.18 -2.52% -46.47% 1.21 1.21 1.15 3,067,475,968
BNB 606.94 -6.69% -8.55% 650.43 622.72 596.25 2,261,072,128
ADA 0.20 -8.07% -70.66% 0.21 0.20 0.19 804,604,416
DOGE 0.09 -3.47% -52.54% 0.09 0.09 0.09 1,328,761,856
AVAX 7.83 -4.13% -61.14% 8.17 8.10 7.63 529,794,336
LINK 8.10 -3.10% -41.53% 8.36 8.38 7.92 565,355,200
DOT 1.06 -1.75% -73.67% 1.08 1.11 1.04 216,670,320
LTC 45.71 -2.55% -48.12% 46.91 47.38 44.77 411,303,360
BCH 240.60 -10.55% -40.07% 268.97 243.77 231.89 801,354,496
TRX 0.33 -0.32% +20.68% 0.33 0.33 0.33 703,975,808
XLM 0.21 -5.05% -20.75% 0.22 0.21 0.20 862,809,600
HBAR 0.08 -3.19% -49.75% 0.09 0.09 0.08 112,209,176
NEAR 2.76 +4.97% +12.92% 2.63 2.84 2.67 1,454,943,232
ATOM 1.81 -0.44% -57.68% 1.82 1.86 1.78 52,467,144
AAVE 71.58 -2.61% -72.95% 73.50 74.78 70.03 384,120,128

Largest moves today
BCH
240.60
-10.55%
ADA
0.20
-8.07%
BNB
606.94
-6.69%
SOL
69.88
-5.75%
BTC
63,258
-5.17%
XLM
0.21
-5.05%
NEAR
2.76
+4.97%
ETH
1,769
-4.76%

The session read
The Bitcoin eased 5.17%, with breadth negative — 1 of 17 names higher. NEAR led, while BCH lagged.

§04 · Market Commentary

Wednesday’s selloff had two drivers. The technical setup — BTC rejecting the descending trendline at $80,651 — was already in place. The Trump-Xi Beijing summit was the macro trigger, with Xi warning Trump on Taiwan during the first US presidential visit to China in nearly a decade. That headline collapsed the risk-on positioning carrying BTC from the April low. The $635M ETF outflow confirmed institutional flow was the marginal seller.

The structural picture is more nuanced than price suggests. Conviction-buyer BTC holdings have risen ~300% since late 2025. The Senate Clarity Act amendments process is advancing. Animoca-backed NUVA is connecting Figure’s $19B of tokenized assets to Ethereum. KDDI took a $65M stake in Coincheck. The IPO calendar weakened — Consensys delayed to fall, Ledger paused its $4B listing — but reflects equity volatility, not crypto rejection.

05 Technical Analysis

BTC/USD daily, Bitstamp. TradingView · May 14, 2026, 06:18 UTC

BTC closed at $79,829 on Bitstamp after a textbook rejection at the descending trendline at $80,651 — coinciding with the 200-DMA. MACD histogram −246, line +1,518 vs signal +1,764 — bearish crossover first since the April reversal. RSI fast 56.09 rolling lower toward slow 62.77. The 50-DMA at $78,293 is first support; the cloud bottom at $74,734 is the structural floor.

Resistance: $80,651 (200-DMA + trendline) → $80,769 (upper BB) → $82,095 → $82,838
Support: $79,208 (Tenkan) → $78,755 (Wed low) → $78,293 (50-DMA) → $74,734 (cloud floor) → $73,894
Invalidation: Daily close below $74,734 cloud floor ends the post-April recovery structure.

06 Forward Look

Thursday, May 14 · Beijing
Trump-Xi summit continues. Any softening of Taiwan rhetoric reverses Wednesday’s selloff; further escalation extends the haven-bid into silver and gold.
Thursday, May 14 · 08:30 ET
US weekly jobless claims and import prices. Hot prints extend Tuesday’s CPI-driven curve steepening; cool prints offer the first relief catalyst.
Through May · Clarity Act
Senate crypto market-structure bill amendments. A constructive markup is the missing US regulatory catalyst for institutional flow recovery.
Q3 2026 · IPO calendar
Consensys (delayed to fall) and Ledger (paused $4B listing) reset the crypto IPO calendar. First successful listing post-Clarity becomes the cycle marker.

07 Questions & Answers

What are spot Bitcoin ETFs and why do flows matter?
Spot Bitcoin ETFs are exchange-traded funds holding actual BTC on behalf of investors (BlackRock IBIT, Fidelity FBTC, Grayscale GBTC the largest). Daily flows are the cleanest read on US institutional positioning. Wednesday’s $635M outflow was the largest exit since late January, signaling institutional buyers paused at the 200-DMA rejection.
What are the key catalysts for Bitcoin in 2026?
Four pillars: spot ETF flows (institutional positioning); the Senate Clarity Act and US crypto market-structure regulation; geopolitical risk (US-Iran, Trump-Xi Taiwan), which alternately drives havens into BTC or silver/gold; and tokenization (Animoca-NUVA connecting Figure’s $19B of tokenized assets to Ethereum).
How is Bitcoin behaving relative to gold and silver right now?
Wednesday illustrated the divergence: silver gained 0.79% on the Taiwan haven trade while BTC fell 1.48% and gold edged 0.15% lower. CoinDesk Indices argues BTC is ~26% undervalued vs gold on long-run ratios, but the relationship breaks down when geopolitical events trigger hard-money flows.

Verdict

Bitcoin enters Thursday below $80,000 after a textbook rejection at the descending trendline that defines the post-January structure. The $635M ETF outflow confirms institutional positioning has not returned; the Xi-Trump Taiwan headline collapsed the macro overlay. Recovery requires a daily close back above $80,651. Below the 50-DMA at $78,293, the next test is the cloud floor at $74,734.

Related: Conviction buyers +300% · ETF outflow · LatAm cross-asset read.

Scenario range: $74,734 (cloud floor support) — $80,651 (200-DMA + trendline resistance).

Disclaimer: This analysis is for informational purposes only and does not constitute investment advice. Cryptocurrency markets are highly volatile and carry significant risk of loss. Always consult a licensed financial advisor. Published by The Rio Times.

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