Research
Analysis
Fidelity’s $203 million debut puts Ethereum’s tokenized bills on $10B trajectory for 2025
Institutional inflows and collateral integrations set stage for record year end.
Analysis
Ethereum hits record 12 million daily smart contract calls as traders eye the $5200 ceiling
CryptoQuant's weekly report shows massive whale accumulation raises questions about whether new inflows can fuel the next breakout.
Mining
Bitcoin hashrate at record, margins pinched: Will miners sell or pivot amid AI power land‑grab?
Margins vanish as difficulty hits 136 trillion and power costs surge worldwide.
Analysis
Next week’s rate cut to unleash billions in daily inflows for Bitcoin ETFs
One day of inflows matched nearly two weeks of new issuance, raising questions about supply under easier policy.
Analysis
Did diamond hands flinch? 187k BTC sold by LTHs means exhaustion or deeper drawdown ahead?
Record 14.3 million illiquid BTC collides with a shocking 8k day dump.
Macro
Bitcoin eyes breakout toward ATH as 50bps Fed rate cut odds climb to 17%
Why a $21 million bet says the Fed could shock crypto markets with a 50 bps rate cut.
Macro
Bitcoin jumps to $113k as US producer prices shock with surprise August drop
Ethereum climbs above $4370 and stocks rally as traders bet on Fed rate cuts.
Technology
AI agents can now pay APIs with USDC in 200 ms as Coinbase activates x402 Bazaar
GENIUS Act and MiCA create the regulatory window for x402’s web-native rails.
Macro
Fed cuts of 75 to 100 bps in 2025 could unleash a $6B Bitcoin ETF buying wave soon
Three rate paths map to flow bands and flow to return elasticities investors crave.
Crime
Washington sanctions 19 entities while $16.6B in US losses intensifies pressure
FBI tallies heavy victim losses as FinCEN’s Huione finding targets $4B in laundering linked to Cambodia and Myanmar networks.
ETF
Ethereum ETFs hit by $1 billion pullback as lack of staking yield tests conviction
The absence of staking rewards may be eroding investor patience in drawdowns.
Stablecoins
Stablecoins find product-market fit as $250B a day now in sight and Wall Street knows it
McKinsey says settlement volumes could rival card networks within three years.
