Latest from Stephen Alpher
Michael Saylor gets into public debate over claims that Strategy's latest share sale was dilutive
Strategy's BTC Yield fell from 13.0% to 12.8% following its latest bitcoin purchase, prompting a debate on X over whether the purchase was dilutive to shareholders.

Live updates: bitcoin holding below $62,000 as nervous Nasdaq falls further ahead of SpaceX IPO
Core inflation rose less than feared in May, but markets have turned lower in afternoon trade.

Ethena lands Janus Henderson backing as asset manager invests in ENA, eyes USDe distribution
The deal underscores the trend of traditional asset managers backing DeFi infrastructure, following BlackRock's Uniswap and Apollo's Morpho investments.

Come back after the summer, says one analyst on crypto markets
Bitcoin's growing divergence from tech stocks raises concerns as AI spending surges, says Quinn Thompson.

Bitcoin inflows slow sharply in 2026 as investors chase AI, Bernstein says
Bernstein said bitcoin's increasingly diversified ownership base supports its long-term store-of-value thesis.

BlackRock warns of energy shock as May CPI is set to show acceleration in inflation
BlackRock is closely watching Wednesday's CPI as an early test of how U.S.-Iran tensions are feeding into already elevated prices in the economy.

Live updates: Bitcoin narrows early losses, returns to $62,000 as Nasdaq bounces to close down 1%
Crypto prices rose on Monday following last week's crash, but the bears still appear to be in control.

Influential research firm that caused AI stock meltdown lays out Hyperliquid as 'compelling' idea
Unlike most crypto, Hyperliquid actually generates cash flow and has a token buyback mechanism, says Citrini Research

Live updates: Bitcoin tops $63,000 as Strategy adds $100 million BTC in latest purchase
Meanwhile, Strive bought 32 bitcoin, the same number Strategy dumped last week.

America’s largest banks are building a new digital currency network to stop a massive deposit drain
America’s biggest banks are launching tokenized deposits to compete with stablecoins, opening a new front in the race to become the dominant form of cash on blockchain networks.

