Research
Lending
With over $1B in Bitcoin loans Coinbase targets $100B in 5 years
After reaching $1B, hitting the loan target by 2030 requires a 7.7% per month growth rate.
Crime
Will $7.2B BTC in seized Bitcoin crash the market in January?
A ruling on loss vs. mark-to-market will decide who gets the upside and how coins hit the market.
ETF
Bitcoin ETFs are currently buying more than double the BTC mined: $4B in 4 weeks
Nine of the past 12 weeks printed inflows; at the recent pace, ETFs could retire ~2.7× quarterly.
Analysis
Bitcoin hits $118.5k: Why all-time high is coming next as rate-cut bets crush shorts
Dollar down, real yields softer, ETF creations up, fueling a short squeeze through the $118k–$120k bands; $111k STH remains the momentum line to hold.
Adoption
AOL shut down dial-up internet: Will Bitcoin be replaced too?
ETFs, stablecoins, and Layer-2s are broadband for Bitcoin: New access rails, not replacements.
AI
AI x Crypto 2025: Will the machine economy fuel the next Ethereum boom?
How AI agents can drive 15–20% of DeFi by Q4... and jump-start Ethereum.
Featured
What happens to Bitcoin policy and liquidity if US government shuts down?
Prediction markets put shutdown odds near 80% for 2025; a lapse would slow crypto progress until calendars reset.
Regulation
Will today’s 1pm joint meeting change Bitcoin rules? ‘It’s a new day,’ say SEC–CFTC
SEC, CFTC convene joint “crypto clarity” roundtable at 1pm EST, outlining jurisdiction and spot-market paths.
Analysis
Bitcoin 2026 price forecasts range from $60k to $500k: can ETFs and policy deliver?
Analysts map a wide path for BTC, with a $201k median hinging on fund flows, legislative clarity, and constrained supply.
Analysis
Bitcoin’s 2025 cycle dip mirrors 2017 – could $200k be next?
Cycle overlays point to upside channels, but institutional inflows and macro headwinds may redraw Bitcoin’s path.
Macro
6 major banks bet on crypto with programmable deposits to finally shrink fraud
Quant tapped for UK bank testing programmable deposits to curb fraud by 15%.
Analysis
New evidence reveals Bitcoin’s ‘too volatile’ label doesn’t fit anymore
Bitcoin volatility stays near multi-year lows as models map $130,000 to $200,000 path into 2025.
