Research
Market
Bitcoin eyes $7.7T sidelined dollars as Wall Street runs out of cash to “buy the dip”
Bitcoin moves get scarier as institutional traders run out of “fast cash” with most funds parked earning yield with slow TradFi settlement times.
Politics
CLARITY Act is turning into a proxy war over who pays Americans for holding “digital dollars”
Section 404 Not Found: the ‘who pays Americans’ page is still missing from the most watched crypto bill of the year.
Bear Market
Bitcoin refuses to lose $70,000 this weekend. Was my $49k bottom call wrong?
Bitcoin must reclaim $71,500 before Monday to confirm a local bottom after softening inflation data in CPI release.
Bear Market
Early Bitcoin bottom signals are starting to flash as BTC is still down $20k as stocks rip
Bitcoin’s bottom won’t be emotional this time as one boring metric decides the timeframe.
Macro
Bitcoin spikes 6% on softer US inflation but government data has holes that haven’t been fixed
Bitcoin watches 3.52% 2-year yield as $307B stablecoin cash waits and the next CPI date decides risk.
Regulation
CFTC’s 35-seat crypto “war room” changes the SEC fight — here’s what’s at stake
CFTC just named Coinbase, Ripple, Uniswap, Solana and Chainlink leaders to its committee — here’s why.
ETF
The company holding all Bitcoin ETF coins is losing money, resurfacing questions about centralization
Custody is supposed to be boring, but concentration risk makes every bad quarter feel like a stress test.
Analysis
Bitcoin sets sight on $50,000 floor as recession fears retreat despite scary headlines
The real risk is a crypto-only flush that resets buyers while the wider economy grinds on.
Macro
Bitcoin price is sliding today because the government admitted nearly 1 million jobs from last year never existed
Massive federal revisions to 2025 labor data are forcing a brutal reality check for crypto investors as rate cut hopes vanish.
Bear Market
Bitcoin failing 7 times to break $71,500 is much more ominous than boring ‘sideways action’
The market printed a lower high during its latest run which suggests that buyers are finally getting tired.
Analysis
The real drivers of XRP supply: A guide to understand Ripple’s monthly releases and what matters
An authoritative breakdown of the 100 billion cap, monthly 1 billion escrow ceilings, and how to calculate actual market distribution.
Analysis
Why Bitcoin traders still beat the dollar which has tanked to 89 cents since 2023
US dollar holders are losing more money than Bitcoin traders today because of a hidden volatility trap.
