Bitcoin
Aug 13, 2026
Institutional rails capture Bitcoin: The Great Passive Enclosure
As traditional financial advisers rapidly integrate spot ETFs and retirement wrappers, everyday savers are quietly gaini…
Aug 13, 2026
Massive Bitcoin wall blocks momentum: Hedging anchors the 65k breakout
Bitcoin's flat reaction to July's CPI data highlights a deeper structural bottleneck. Despite traders rebuilding $70,000…
Aug 13, 2026
Fed Policy Limits Bitcoin Liquidity: The FIMA Cap Bottleneck
Arthur Hayes reveals why the Federal Reserve’s $60 billion FIMA repo cap is the ultimate roadblock to a massive Bitcoin …
Aug 13, 2026
GSR Model Cuts Bitcoin for Momentum: The Volatility Undertow
GSR’s Core3 model has slashed its Bitcoin allocation to 16.9% while loading up on Solana at 43.6%, chasing short-term pr…
Aug 12, 2026
Bitcoin Investors Face Deeper Pain: Gold Decoupling Exposes a Facade
As July inflation cools to 3.4%, gold rallies while Bitcoin stagnates, exposing a stark decoupling. While retail traders…
Aug 12, 2026
Fold Stock Split Masks Dying Treasury: A balance sheet facade
Nasdaq-listed crypto firm Fold is planning a 1-for-50 reverse stock split to regain Nasdaq compliance, but it cannot hid…
Aug 12, 2026
Flat CPI Locks Bitcoin in Fed Trap: The Illusion of Macro Decoupling
The July CPI meeting consensus forecasts at 3.4% YoY has momentarily neutralized the threat of an inflation spike, but i…
Aug 12, 2026
Green Bitcoin mining drains capital: Hashrate Undertow Erases ROI
A rigorous new study dismantles the myth of profitable green mining, revealing that even a 30% annual Bitcoin price rall…
Aug 12, 2026
Speculative Yen Flows Drive Bitcoin: The FIMA Liquidity Illusion
Arthur Hayes’ 'Yen-quake' macro thesis argues that Fed FIMA repo actions to stabilize the Japanese yen could inject mass…
Aug 12, 2026
Bitcoin nodes hold final miner veto: How software forks brick ASICs
Former Ripple CTO David Schwartz highlights a structural reality in Bitcoin's game theory: if miners attempt a double-sp…
Aug 12, 2026
Twenty One Capital locks its Bitcoin: The 486M dollar debt overhang.
Twenty One Capital (XXI) trades at a 35% net discount to its $2.8B Bitcoin treasury, but 37% of its holdings are locked …
Aug 12, 2026
Keel Infrastructure Abandons Bitcoin: The AI Infrastructure Pivot
Keel Infrastructure’s decommissioning of all US Bitcoin mining sites marks a pivotal realignment in global compute marke…
Aug 12, 2026
Bitwise Signals Bitcoin Bear Bottom: Advisory Capital Neutralizes FUD
Bitwise CIO Matt Hougan reveals why Bitcoin’s resilience to negative headlines like the Coldcard exploit and MicroStrate…
Aug 12, 2026
Riot Sells Bitcoin For AI Data Centers: The Hidden Cost of Miner Pivots Reveals a Dangerous Supply Overhang for BTC
Riot Platforms' massive Anthropic lease deal highlights a troubling structural trend in crypto: Bitcoin miners are activ…
Aug 12, 2026
BlackRock absorbs sovereign Bitcoin: The 1M dollar custody handover
BlackRock's dramatic lowering of its in-kind ETF swap minimum from $25 million to $1 million is a masterstroke in instit…