Latest from Stephen Alpher
Strategy’s STRC rebounds 30% as company builds cash reserve, bitcoin price stabilizes
Bitcoin sales, what is now a $4 billion cash reserve, and a $975 million repurchase program, have supported STRC’s recovery.

Ondo Finance hires former Blockchain.com CFO Adam Schlisman
The tokenized-assets firm appointed ex-Blockchain.com and Monashee executive as finance chief as it expands its onchain capital markets business.

Galaxy Digital shares slip 5% after second-quarter results
Helios produced data-center revenue for the first time with Phase I expected to generate about $80 million quarterly from Q3.

AI agent token once worth $2.4 billion ends with founder calling it dead
Eliza Labs founder Shaw Walters said the ELIZAOS foundation is closing and that holders should sell, ending the token that replaced AI16Z after a lawsuit, a rebrand and a 97% crash.

SpaceX extends decline to 11% on lockup expiration and capex spending fears
The company reported no BTC sales in the second quarter, but shares fell before the open as investors focused on capital spending, free cash flow pressure and a looming insider lockup expiry.

Why bitcoin’s ‘500-day rule’ faces its biggest test yet
The so-called ‘500-day rule’ says buying BTC roughly 500 days before a bitcoin halving and selling it about 500 days after would have produced profits in prior cycles.

Live updates: An AI credit bubble could set up bitcoin’s path to $1 million, says Arthur Hayes
Maelstrom co-founder Arthur Hayes says overleveraged AI data-center spending will eventually crack, forcing government bailouts and money printing that become the next major bitcoin catalyst.

SpaceX tops Wall Street revenue forecast, posts $540 million loss on bitcoin holdings
Elon Musk's space company posted its first earnings as a public company ahead of a major insider share unlock.

Bitcoin’s $63,000 zone emerges as key battleground for buyers: Glassnode
Retail investors and large whales are buying as bitcoin trades near its 200-week moving average.

Dinari brings tokenized U.S. stocks to American investors as equity race heats up
The move brings the custodial tokenization model to eligible U.S. investors as competition over blockchain-based equities intensifies.

