Research
AI
Inside the race to create AI telepathy – and why an OpenAI researcher just staked her career on it
Former OpenAI researcher joins Conduit to turn neural data into AI prompts, though free-form performance remains unpublished.
Exchanges
Ethereum volume plunged 73% on Bullish, but a 72% spread jump saved its monthly bottom line
Bullish's filing-derived volume-times-spread proxy slipped 1.6% year over year and 38.3% from June despite the wider company-defined spread.
Privacy
Searching a Bitcoin wallet online could secretly hand your IP address to Chainalysis
Bitcoin tool WalletExplorer logs IPs and URLs within Chainalysis, while other major explorers follow different retention and access rules.
ETF
SEC filings show a $17.4 billion BlackRock crypto reversal as mystery investors redeem 106,000 BTC
BlackRock’s crypto ETFs moved from a $13.9 billion Q2 increase to a $3.5 billion decrease, while positive August sessions remain inconclusive.
Digital Asset Treasuries
AVAX One debt amendment raises cash and Bitcoin liquidity floor to $3.5 million
An amended legacy debenture excludes AVAX from the liquidity calculation after the company’s CEO transition.
Lending
If Bitcoin drops below $58,860, PowerCompute can hand over 307 BTC and walk away from $18 million in debt
The low rate lasts one period; on Sept. 2, PowerCompute must repay, surrender collateral or accept repriced terms.
Governance
Solana whales just triggered a countdown that could skyrocket SOL’s daily burn rate by over 1,200%
Both proposals have cleared the 15% stake threshold, but Aug. 22 ends only discussion before voting and any implementation.
Earnings
Block’s total profits jumped 25%, masking a 31% profit drop inside its $1.8 billion Bitcoin arm
Lower fees and trading dynamics narrowed implied margin by about 102 basis points, while Block disclosed no Bitcoin-specific activity lift.
Digital Asset Treasuries
How a Nasdaq Bitcoin holder diluted investors by 98% without selling a single coin
The Nasdaq-listed Bitcoin holder grew from about 2.86 million to 147.3 million shares while its latest reported treasury remained approximately 5,833 BTC.
AI
Galaxy Digital lost $85M on crypto as its projected $80M in AI revenue must offset $3.5B AI investment
All 133 MW is live, but the revenue figure is Q3 guidance and does not yet offset the Q2 loss.
AI
Hyperscale sells Bitcoin for AI business set to deliver less than 20% of 2027 revenue
The company is targeting up to $350 million in sales, but lending, digital assets and portfolio companies are expected to carry the forecast.
AI
Bitdeer lands $4.7 billion AI lease tied to Anthropic but must deliver by year end
The 16-year agreement could transform its business, provided a $500 million build stays on schedule.
