Research
Metaverse
RIP metaverse: Land values capitulate as $24M metaverse plot collapses to just $9,000
Virtual land went from digital gold rush to ghost town as metaverse prices suffered one of the steepest crashes on record.
Banking
Banks risk another 2008 crisis after moving the equivalent of 18 million BTC into shadow lenders
Banks shifted $1.3 trillion into nonbanks after 2008 and that’s where the next scare could start
Market
Citi slashes Bitcoin target by $31,000 despite rising prices as Washington delays stall crypto breakout
Citi still sees upside for Bitcoin and Ethereum, but slower US policy is shrinking how far prices can run this year.
Macro
Recession risk hits historic danger zone, setting up Bitcoin’s biggest test yet
Bitcoin will finally face the pain Satoshi wrote about in the first block transaction before the next halving.
Analysis
New Bitcoin power law chart turns $124k into the ETF-era battleground
Bitcoin could soon test the level that decides whether this long-running model still holds.
Macro
Largest Wall Street funds start restricting withdrawals as investors rush for the exit while Bitcoin climbs
If Binance or Coinbase limited withdrawals like this the internet would be warning of insolvency - TradFi behaves differently.
Analysis
Bitcoin price confirms recovery hitting highest price since start of Iran war and Trump tariff chaos
Bitcoin is climbing while war and oil disruption make everything else harder to price.
Analysis
USDC is catching Tether where crypto’s next money wave may begin
USDC supply surged 8% in a month, tightening Circle’s challenge to Tether’s long-held stablecoin dominance.
Banking
Mastercard frantically doubles down on crypto to avoid becoming irrelevant and losing control
Mastercard's expanding crypto partnerships suggest adoption, but critics argue the payments giant is shaping crypto to keep control.
AI
The AI reset is now underway as layoffs accelerate and one group is hit hardest
AI layoffs are spreading across tech — here’s why Bitcoin investors should care.
Regulation
The SEC finally admits what caused the mess US crypto was in before Trump took power
U.S. crypto companies were being regulated twice — now regulators say they’ll try to fix it.
Analysis
A new US probe is testing Binance again — and the outcome will reshape crypto
Binance faces fresh U.S. scrutiny after $1B in Iran-linked crypto trades are flagged.
