IBOV 173,371.35 ▼ 0.20% IPSA 10,896.87 ▲ 0.10% IPC MEX 66,125.27 ▼ 0.74% MERVAL 3,223,652 ▲ 0.74% COLCAP 2,298.34 — 0.00% BVL PERÚ 55,645.90 — — USD/BRL5.08▼ 0.17% USD/MXN17.39▼ 0.25% USD/CLP933.60▼ 0.15% USD/COP3,254▼ 0.44% USD/PEN3.39▲ 0.09% USD/ARS1,481▼ 0.03% USD/UYU40.19▲ 1.43% USD/PYG6,031▲ 1.52% USD/BOB10.75▲ 2.22% USD/DOP58.25▲ 0.02% USD/CRC447.35▲ 1.43% USD/GTQ7.62▲ 2.33% USD/HNL26.74▲ 1.61% USD/NIO36.62▲ 0.84% USD/VES735.39▼ 0.13% USD/PAB1.00— 0.00% USD/BZD2.00— 0.00% USD/JMD157.59— 0.00% USD/TTD6.73▲ 1.11% EUR/BRL5.80▼ 0.89% BRENT 88.89 ▼ 0.37% WTI 82.43 ▼ 0.96% IRON ORE 161.91 — — COPPER 6.47 ▲ 2.75% GOLD 4,079 ▲ 1.72% SILVER 59.13 ▲ 4.10% SOY 1,229 ▲ 0.20% CORN 473.50 ▲ 5.34% WHEAT 677.50 ▲ 0.52% COFFEE 323.50 ▼ 1.51% SUGAR 14.81 ▼ 0.13% ORANGE JUICE 146.90 ▲ 6.30% COTTON 78.88 ▲ 2.35% COCOA 5,507 ▼ 0.47% BEEF 223.30 ▼ 0.50% CATTLE 346.78 ▲ 0.24% LITHIUM 66.92 ▼ 2.14% PETR4 41.15 ▲ 0.61% VALE3 71.93 ▼ 1.38% ITUB4 42.30 ▲ 0.81% BBDC4 18.41 ▲ 0.66% ABEV3 15.79 ▲ 1.02% BBAS3 20.17 ▼ 1.56% B3SA3 15.26 ▲ 0.39% WEGE3 43.13 ▼ 1.15% PRIO3 57.69 ▼ 0.28% SUZB3 41.89 ▼ 0.10% RENT3 37.49 ▼ 1.94% AZZA3 18.17 ▼ 2.26% CSAN3 3.82 ▼ 0.52% RAIZ4 0.27 ▼ 6.90% PCAR3 2.60 — 0.00% GMAT3 3.85 ▼ 0.77% PSSA3 54.20 ▼ 1.70% CVCB3 1.08 ▼ 11.48% POSI3 3.70 ▼ 2.63% SLCE3 13.57 ▲ 0.30% NATU3 8.63 ▲ 0.94% BRKM5 5.94 ▼ 4.04% RANI3 7.99 ▲ 0.50% CSNA3 5.07 ▲ 0.40% CMIN3 5.39 ▲ 1.13% USIM5 8.16 ▼ 0.85% GGBR4 23.62 ▼ 1.75% ENEV3 25.65 ▼ 0.12% CPFE3 46.32 ▼ 1.17% CMIG4 11.02 ▼ 0.90% EQTL3 39.29 ▼ 0.53% LREN3 13.31 ▼ 0.82% VIVT3 35.67 ▲ 0.42% RAIL3 13.57 ▼ 0.95% KLABIN 17.48 ▼ 0.57% RAIA DROGASIL 18.69 ▲ 0.75% RDOR3 35.45 ▼ 0.92% HAPV3 11.55 ▲ 1.49% FLRY3 16.56 ▼ 0.18% SMTO3 15.41 ▼ 0.26% UGPA3 31.70 ▼ 1.15% VBBR3 34.11 ▼ 2.32% BBSE3 41.05 ▼ 0.17% BPAC11 55.84 ▼ 0.61% CURY3 30.19 ▼ 1.57% AERI3 2.07 ▲ 2.48% VIVARA 21.96 ▼ 2.14% COMPASS 24.60 ▼ 1.13% VAMOS 3.09 ▼ 2.52% SANB11 27.01 ▲ 1.35% ASAI3 8.14 ▼ 4.24% SBSP3 28.98 ▼ 0.82% WALMEX 49.38 ▼ 0.22% GMEXICO 201.45 ▲ 0.42% FEMSA 226.85 ▲ 0.49% CEMEX 21.81 ▼ 4.05% GFNORTE 180.00 ▼ 0.74% BIMBO 59.31 ▲ 2.26% TELEVISA 9.71 ▲ 1.46% AMX 22.74 ▼ 1.13% GAP 378.19 ▼ 2.02% ASUR 274.37 ▼ 1.91% OMA 226.42 ▼ 1.82% KOF 180.95 ▲ 0.11% GRUMA 287.60 ▲ 0.39% KIMBER 38.39 ▼ 0.72% SQM-B 63,400 ▼ 3.13% COPEC 6,345 ▲ 1.53% BSANTANDER 78.90 ▲ 2.47% FALABELLA 5,850 ▲ 0.26% ENELAM 84.67 ▲ 0.75% CENCOSUD 2,005 ▲ 0.50% CMPC 1,088 ▲ 1.68% BANCO CHILE 189.95 ▲ 0.77% LATAM AIR 24.36 ▼ 1.62% YPF 79,200 ▲ 1.67% GGAL 7,845 ▼ 0.19% PAMPA 5,270 ▲ 1.93% TXAR 675.00 ▲ 1.66% ALUAR 959.50 ▲ 1.05% TGS 9,500 ▲ 1.39% CEPU 2,289 ▲ 1.10% MIRGOR 17,125 ▲ 1.48% COME 42.95 ▼ 2.03% LOMA NEGRA 3,558 ▲ 0.99% BYMA 294.50 ▼ 1.09% TELECOM ARG 4,145 ▼ 0.12% ECOPETROL 16.04 ▼ 0.34% BANCOLOMBIA 80.82 ▲ 0.51% GRUPO AVAL 4.95 ▲ 0.61% CREDICORP 386.85 ▼ 0.96% SOUTHERN COPPER 175.07 ▲ 1.50% BUENAVENTURA 30.06 ▼ 0.60% MERCADOLIBRE 1,832 ▲ 1.02% NUBANK 13.99 ▲ 2.94% XP 16.80 ▲ 0.78% PAGSEGURO 9.29 ▲ 2.77% STONE 11.12 ▼ 0.27% GLOBANT 32.29 ▲ 0.19% TECNOGLASS 46.11 ▼ 0.80% GAP AIRPORT 217.12 ▼ 1.72% ASUR 274.37 ▼ 1.91% OMA AIRPORT 104.01 ▼ 1.23% AMX ADR 26.10 ▼ 0.65% FEMSA ADR 130.01 ▲ 0.77% CEMEX ADR 12.49 ▼ 3.70% PETROBRAS ADR 18.19 ▲ 1.22% VALE ADR 14.10 ▼ 0.63% ITAU ADR 8.32 ▲ 1.46% SANTANDER BR 5.38 ▲ 2.67% AMBEV ADR 3.08 ▲ 1.65% CSN 1.01 ▲ 2.02% GERDAU 4.68 ▼ 0.85% LATAM ADR 51.74 ▼ 1.56% BTC 65,945 ▲ 1.10% ETH 1,936 ▲ 1.71% SOL 78.63 ▲ 1.08% XRP 1.13 ▲ 2.04% BNB 575.51 ▲ 0.84% ADA 0.18 ▲ 3.37% DOGE 0.07 ▲ 1.33% AVAX 6.67 ▲ 1.43% LINK 8.70 ▲ 1.37% DOT 0.86 ▲ 3.61% LTC 47.54 ▲ 0.43% BCH 222.91 ▲ 1.37% TRX 0.33 ▼ 0.08% XLM 0.19 ▲ 1.09% HBAR 0.07 ▲ 1.13% NEAR 2.03 ▲ 2.60% ATOM 1.51 ▲ 0.94% AAVE 94.31 ▲ 5.05% SELIC 14.25% EMBRAER 83.29 ▲ 1.88% EMBRAER ADR 65.93 ▲ 2.87% JBS 12.03 ▲ 1.01% JBS BDR 60.79 ▲ 0.98% MBRF3 14.52 ▼ 3.39% MBRFY 2.91 — 0.00% INTER 5.62 ▲ 4.66% EGX 53,126 ▲ 1.08% USD/ZAR16.43▼ 0.58% USD/NGN 1,376 — 0.00% NIKKEI 66,232 ▲ 3.26% CSI300 4,731 ▲ 2.88% HSI 25,169 ▲ 0.10% NIFTY 24,177 ▼ 0.25% KOSPI 6,748 ▲ 3.56% JCI 6,321 ▲ 1.43% USD/JPY162.55▲ 0.03% USD/CNY6.76▼ 0.03% DAX 24,847 ▲ 0.06% CAC 8,340 ▲ 0.02% FTSE 10,525 ▼ 0.71% MIB 51,863 ▼ 0.04% IBEX 19,207 ▼ 0.05% STOXX 639.60 ▼ 0.30% EUR/USD1.14▲ 0.12% GBP/USD1.34▲ 0.01% SPX 7,443 ▼ 0.19% DJI 51,839 ▼ 0.59% NDX 28,604 ▲ 0.04% RUT 2,942 ▼ 0.67% TSX 34,960 ▼ 0.86% VIX 18.65 ▼ 0.64% USD/CAD1.41▼ 0.08% US10Y 4.5980 ▲ 1.26% IBOV 173,371.35 ▼ 0.20% IPSA 10,896.87 ▲ 0.10% IPC MEX 66,125.27 ▼ 0.74% MERVAL 3,223,652 ▲ 0.74% COLCAP 2,298.34 — 0.00% BVL PERÚ 55,645.90 — — USD/BRL 5.08 ▼ 0.17% USD/MXN 17.39 ▼ 0.25% USD/CLP 933.60 ▼ 0.15% USD/COP 3,254 ▼ 0.44% USD/PEN 3.39 ▲ 0.09% USD/ARS 1,481 ▼ 0.03% USD/UYU 40.19 ▲ 1.43% USD/PYG 6,031 ▲ 1.52% USD/BOB 10.75 ▲ 2.22% USD/DOP 58.25 ▲ 0.02% USD/CRC 447.35 ▲ 1.43% USD/GTQ 7.62 ▼ 0.05% USD/HNL 26.74 ▲ 1.61% USD/NIO 36.62 ▲ 0.84% USD/VES 735.39 ▼ 0.13% USD/PAB 1.00 — 0.00% USD/BZD 2.00 — 0.00% USD/JMD 157.59 ▲ 0.60% USD/TTD 6.73 ▲ 1.11% EUR/BRL 5.80 ▼ 0.89% BRENT 88.89 ▼ 0.37% WTI 82.43 ▼ 0.96% IRON ORE 161.91 — — COPPER 6.47 ▲ 2.75% GOLD 4,079 ▲ 1.72% SILVER 59.13 ▲ 4.10% SOY 1,229 ▲ 0.20% CORN 473.50 ▲ 5.34% WHEAT 677.50 ▲ 0.52% COFFEE 323.50 ▼ 1.51% SUGAR 14.81 ▼ 0.13% ORANGE JUICE 146.90 ▲ 6.30% COTTON 78.88 ▲ 2.35% COCOA 5,507 ▼ 0.47% BEEF 223.30 ▼ 0.50% CATTLE 346.78 ▲ 0.24% LITHIUM 66.92 ▼ 2.14% PETR4 41.15 ▲ 0.61% VALE3 71.93 ▼ 1.38% ITUB4 42.30 ▲ 0.81% BBDC4 18.41 ▲ 0.66% ABEV3 15.79 ▲ 1.02% BBAS3 20.17 ▼ 1.56% B3SA3 15.26 ▲ 0.39% WEGE3 43.13 ▼ 1.15% PRIO3 57.69 ▼ 0.28% SUZB3 41.89 ▼ 0.10% RENT3 37.49 ▼ 1.94% AZZA3 18.17 ▼ 2.26% CSAN3 3.82 ▼ 0.52% RAIZ4 0.27 ▼ 6.90% PCAR3 2.60 — 0.00% GMAT3 3.85 ▼ 0.77% PSSA3 54.20 ▼ 1.70% CVCB3 1.08 ▼ 11.48% POSI3 3.70 ▼ 2.63% SLCE3 13.57 ▲ 0.30% NATU3 8.63 ▲ 0.94% BRKM5 5.94 ▼ 4.04% RANI3 7.99 ▲ 0.50% CSNA3 5.07 ▲ 0.40% CMIN3 5.39 ▲ 1.13% USIM5 8.16 ▼ 0.85% GGBR4 23.62 ▼ 1.75% ENEV3 25.65 ▼ 0.12% CPFE3 46.32 ▼ 1.17% CMIG4 11.02 ▼ 0.90% EQTL3 39.29 ▼ 0.53% LREN3 13.31 ▼ 0.82% VIVT3 35.67 ▲ 0.42% RAIL3 13.57 ▼ 0.95% KLABIN 17.48 ▼ 0.57% RAIA DROGASIL 18.69 ▲ 0.75% RDOR3 35.45 ▼ 0.92% HAPV3 11.55 ▲ 1.49% FLRY3 16.56 ▼ 0.18% SMTO3 15.41 ▼ 0.26% UGPA3 31.70 ▼ 1.15% VBBR3 34.11 ▼ 2.32% BBSE3 41.05 ▼ 0.17% BPAC11 55.84 ▼ 0.61% CURY3 30.19 ▼ 1.57% AERI3 2.07 ▲ 2.48% VIVARA 21.96 ▼ 2.14% COMPASS 24.60 ▼ 1.13% VAMOS 3.09 ▼ 2.52% SANB11 27.01 ▲ 1.35% ASAI3 8.14 ▼ 4.24% SBSP3 28.98 ▼ 0.82% WALMEX 49.38 ▼ 0.22% GMEXICO 201.45 ▲ 0.42% FEMSA 226.85 ▲ 0.49% CEMEX 21.81 ▼ 4.05% GFNORTE 180.00 ▼ 0.74% BIMBO 59.31 ▲ 2.26% TELEVISA 9.71 ▲ 1.46% AMX 22.74 ▼ 1.13% GAP 378.19 ▼ 2.02% ASUR 274.37 ▼ 1.91% OMA 226.42 ▼ 1.82% KOF 180.95 ▲ 0.11% GRUMA 287.60 ▲ 0.39% KIMBER 38.39 ▼ 0.72% SQM-B 63,400 ▼ 3.13% COPEC 6,345 ▲ 1.53% BSANTANDER 78.90 ▲ 2.47% FALABELLA 5,850 ▲ 0.26% ENELAM 84.67 ▲ 0.75% CENCOSUD 2,005 ▲ 0.50% CMPC 1,088 ▲ 1.68% BANCO CHILE 189.95 ▲ 0.77% LATAM AIR 24.36 ▼ 1.62% YPF 79,200 ▲ 1.67% GGAL 7,845 ▼ 0.19% PAMPA 5,270 ▲ 1.93% TXAR 675.00 ▲ 1.66% ALUAR 959.50 ▲ 1.05% TGS 9,500 ▲ 1.39% CEPU 2,289 ▲ 1.10% MIRGOR 17,125 ▲ 1.48% COME 42.95 ▼ 2.03% LOMA NEGRA 3,558 ▲ 0.99% BYMA 294.50 ▼ 1.09% TELECOM ARG 4,145 ▼ 0.12% ECOPETROL 16.04 ▼ 0.34% BANCOLOMBIA 80.82 ▲ 0.51% GRUPO AVAL 4.95 ▲ 0.61% CREDICORP 386.85 ▼ 0.96% SOUTHERN COPPER 175.07 ▲ 1.50% BUENAVENTURA 30.06 ▼ 0.60% MERCADOLIBRE 1,832 ▲ 1.02% NUBANK 13.99 ▲ 2.94% XP 16.80 ▲ 0.78% PAGSEGURO 9.29 ▲ 2.77% STONE 11.12 ▼ 0.27% GLOBANT 32.29 ▲ 0.19% TECNOGLASS 46.11 ▼ 0.80% GAP AIRPORT 217.12 ▼ 1.72% ASUR 274.37 ▼ 1.91% OMA AIRPORT 104.01 ▼ 1.23% AMX ADR 26.10 ▼ 0.65% FEMSA ADR 130.01 ▲ 0.77% CEMEX ADR 12.49 ▼ 3.70% PETROBRAS ADR 18.19 ▲ 1.22% VALE ADR 14.10 ▼ 0.63% ITAU ADR 8.32 ▲ 1.46% SANTANDER BR 5.38 ▲ 2.67% AMBEV ADR 3.08 ▲ 1.65% CSN 1.01 ▲ 2.02% GERDAU 4.68 ▼ 0.85% LATAM ADR 51.74 ▼ 1.56% BTC 65,945 ▲ 1.10% ETH 1,936 ▲ 1.71% SOL 78.63 ▲ 1.08% XRP 1.13 ▲ 2.04% BNB 575.51 ▲ 0.84% ADA 0.18 ▲ 3.37% DOGE 0.07 ▲ 1.33% AVAX 6.67 ▲ 1.43% LINK 8.70 ▲ 1.37% DOT 0.86 ▲ 3.61% LTC 47.54 ▲ 0.43% BCH 222.91 ▲ 1.37% TRX 0.33 ▼ 0.08% XLM 0.19 ▲ 1.09% HBAR 0.07 ▲ 1.13% NEAR 2.03 ▲ 2.60% ATOM 1.51 ▲ 0.94% AAVE 94.31 ▲ 5.05% SELIC 14.25% EMBRAER 83.29 ▲ 1.88% EMBRAER ADR 65.93 ▲ 2.87% JBS 12.03 ▲ 1.01% JBS BDR 60.79 ▲ 0.98% MBRF3 14.52 ▼ 3.39% MBRFY 2.91 — 0.00% INTER 5.62 ▲ 4.66% EGX 53,126 ▲ 1.08% USD/ZAR 16.44 ▼ 0.36% USD/NGN 1,376 — 0.00% NIKKEI 66,232 ▲ 3.26% CSI300 4,731 ▲ 2.88% HSI 25,169 ▲ 0.10% NIFTY 24,177 ▼ 0.25% KOSPI 6,748 ▲ 3.56% JCI 6,321 ▲ 1.43% USD/JPY 162.52 ▲ 0.04% USD/CNY 6.7644 ▲ 0.10% DAX 24,847 ▲ 0.06% CAC 8,340 ▲ 0.02% FTSE 10,525 ▼ 0.71% MIB 51,863 ▼ 0.04% IBEX 19,207 ▼ 0.05% STOXX 639.60 ▼ 0.30% EUR/USD 1.1425 ▲ 0.10% GBP/USD 1.3450 ▲ 0.18% SPX 7,443 ▼ 0.19% DJI 51,839 ▼ 0.59% NDX 28,604 ▲ 0.04% RUT 2,942 ▼ 0.67% TSX 34,960 ▼ 0.86% VIX 18.65 ▼ 0.64% USD/CAD 1.4066 ▼ 0.09% US10Y 4.5980 ▲ 1.26%
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Tuesday, July 21, 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%.

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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
Jul 21, 2026 · 04:23

Bitcoin · benchmark
65,945
+1.10%
L 65,139day rangeH 65,945

-43.85% over 12 months

Market breadth · 17 names
94% advancing

16 ▲ advancing1 declining ▼

Currencies, rates & key inputs
Ethereum
1,936
+1.71%

Solana
78.63
+1.08%

Gold
4,079
+1.72%

USD / BRL
5.08
-0.17%

Full instrument board
Instrument Last Change YoY Prev. High Low Volume
BTC 65,945 +1.10% -43.85% 65,230 65,945 65,139 31,105,550,336
ETH 1,936 +1.71% -48.55% 1,904 1,937 1,901 11,881,439,232
SOL 78.63 +1.08% -59.88% 77.79 78.68 77.69 2,002,749,824
XRP 1.13 +2.04% -68.08% 1.11 1.14 1.11 1,331,002,752
BNB 575.51 +0.84% -24.94% 570.73 576.18 570.66 1,094,289,152
ADA 0.18 +3.37% -80.29% 0.17 0.18 0.17 466,735,104
DOGE 0.07 +1.33% -73.10% 0.07 0.07 0.07 681,649,024
AVAX 6.67 +1.43% -73.80% 6.58 6.68 6.57 270,290,496
LINK 8.70 +1.37% -55.44% 8.58 8.73 8.57 271,692,128
DOT 0.86 +3.61% -80.97% 0.83 0.86 0.83 92,642,280
LTC 47.54 +0.43% -58.96% 47.34 47.54 47.15 279,450,816
BCH 222.91 +1.37% -57.42% 219.90 224.76 219.72 112,266,912
TRX 0.33 -0.08% +3.82% 0.33 0.33 0.33 398,957,984
XLM 0.19 +1.09% -59.78% 0.19 0.19 0.19 138,864,512
HBAR 0.07 +1.13% -75.15% 0.07 0.07 0.07 47,901,784
NEAR 2.03 +2.60% -32.94% 1.98 2.06 1.97 224,690,640
ATOM 1.51 +0.94% -70.96% 1.49 1.51 1.49 24,350,116
AAVE 94.31 +5.05% -70.74% 89.77 94.31 89.73 205,772,976

Largest moves today
AAVE
94.31
+5.05%
DOT
0.86
+3.61%
ADA
0.18
+3.37%
NEAR
2.03
+2.60%
XRP
1.13
+2.04%
ETH
1,936
+1.71%
AVAX
6.67
+1.43%
LINK
8.70
+1.37%

The session read
The Bitcoin rose 1.10%, with breadth positive — 16 of 17 names higher. AAVE led, while TRX 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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