Billions in BTC Outflows vs The Strong U.S. Market Thesis | James Butterfill (CoinShares)

from NFK Podcast · host Nasib Fathi

Whales selling, stablecoin yields rising, and geopolitics heating up. What does it mean for Bitcoin in 2026?In this episode, James Butterfill, Head of Research at CoinShares, breaks down macro blind spots in crypto, institutional flows, stablecoin yields, whale behaviour, regulation, and the key economic forces that could shape Bitcoin and broader digital asset markets into 2026.

Episode metadata supplied by the publisher feed · Published Feb 21, 2026

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Billions in BTC Outflows vs The Strong U.S. Market Thesis | James Butterfill (CoinShares)

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