BTC $73K, $1.15B ETF Inflows & Kraken's Fedwire Win — Is the Bull Run Back?

Crypto majors are very green again up 2-4%; BTC +3% at $73k; ETH +4% at $2,130; SOL +2% at $91.60. Pi (+14%), H (+12%) and Kite (+10%) led top movers. Bitcoin market conditions are drawing comparisons to the FTX bottom, with analysts at FalconX pointing to a 19% rebound from the $60K support level and peak capitulation in social sentiment as signs a floor may be forming. Kraken's banking arm became the first crypto firm to secure a Federal Reserve master account, gaining direct access to Fedwire and the same payment rails used by traditional banks. White House crypto advisor Patrick Witt publicly pushed back on JPMorgan CEO Jamie Dimon’s call to regulate stablecoin issuers like banks. a16z crypto is targeting a $2B raise for its fifth fund, bringing crypto fundraises announced in 2026 to $4B+. Cathie Wood’s Ark Invest bought $4M in Coinbase and $12M in Robinhood on Tuesday’s dip driven by Iran war uncertainty (both rebounded sharply Wednesday, COIN +13%, HOOD +9% from open).