AnalysisThese three Asian markets got the jump on tokenized finance over the US$30 billion on Japanese exchanges edges toward BTC as custody rules harden. 2 months ago
AdoptionEU shock Bitcoin move: A European central bank quietly bought BTC despite ECB’s hard “No”Prague's Bitcoin purchase highlights a sovereign option premium, influencing long-term valuation models. 2 months ago
MacroInflation data goes missing: US shutdown wipes out October CPI, leaving Bitcoin hangingWhy October CPI was not released and may never be reconstructed. 2 months ago
AnalysisBitcoin tests the $95k HODL wall after cascade knocks out $655M from bullsBitcoin’s fall through $98k and slide toward $96k shows how quickly the market unravels once the HODLers Wall comes into view. 2 months ago
AnalysisWhy is everything down? Macro shock turns Bitcoin and other risk assets red across the boardA sharp shift in rate expectations, tech positioning, and global risk appetite triggered a synchronized sell-off, sending equities and crypto sliding together. 2 months ago
CryptoBitcoin loses its last line of defense: $98k breakdown sparks cascade not seen since MayBitcoin shatters $100k again — and this time there’s no support below. 2 months ago
AnalysisBitcoin ETF flows reveal the market’s biggest fear heading into key inflation dataA $524M inflow followed by a $278M exodus captured the market’s split-second fear and FOMO this week, revealing exactly how institutions are positioning around inflation and long-bond supply. 2 months ago
LiquidationsBitcoin flash-crashed to $100k — then roared back. Here’s what really happened behind the $610M liquidationsThe dollar strengthened ahead of the Nov. 13 US consumer price index release following five consecutive days of correction. 2 months ago
MiningCleanspark borrows $1.15b at 0% to survive the brutal Bitcoin mining shakeoutCapex, AI side quests, and the post-halving margin stack. We separate narrative from cash flows. 2 months ago
Crypto$1.2b Bitcoin just left Wall Street: 3 ways this reset could flip bullish fastSignals points to de-risking, not broad capitulation, as leverage and basis reset. 2 months ago
PaymentsBitcoin all the things — Square payments offer 0% bitcoin transaction feeBlock turned on BTC payments across its merchant network. Here’s how that could ripple through spreads, Lightning, and on-ramp demand. 2 months ago
StablecoinsBank rails vs DeFi: Now $3.6T of “digital cash” bypasses Bitcoin and EthereumWhat has to go right in banking, compliance, and UX. We check what that would mean for BTC/ETH liquidity. 2 months ago
Bitcoin faces a violent repricing Monday if this specific supply-chain metric proves the bond market right Macro · 2 weeks ago
Banks just demanded $26 billion in emergency cash but Bitcoin traders are missing a critical warning signal Analysis · 2 weeks ago
Tether just bought 8,888 Bitcoin, exposing a mechanical profit engine turning T-Bills into automatic crypto demand Digital Asset Treasuries · 2 weeks ago