VC Deals
Total 709 Intelligence Reports
Jun 20, 2026
Capital B Targets Global Bitcoin Debt: A European Saylor Playbook Emerges
France-listed Capital B approves a 105 billion euro financing plan to adopt the MicroStrategy Bitcoin model an…
Jul 18, 2026
Solana Usage Fails To Protect Price: The High Beta Liquidity Trap
Solana holds support despite uneven L1 capital flows. Analyze why high network usage may not protect SOL from …
Jul 18, 2026
Kraken Borrow Update Refines Capital: The Prime Broker Shift
Kraken's borrowing overhaul for Pro traders signals a strategic pivot toward full-service prime brokerage, pri…
Apr 18, 2026
Bitcoin miners ditch 90 percent BTC revenue: AI pivot reshapes mining economics
Charles Edward warns Bitcoin miners are pivoting to AI, expecting BTC revenue to drop from 90% to 30%. This sh…
May 16, 2026
Strategy's $1.5B debt pivots BTC sales: The 'Never Sell' narrative reconfigures.
Strategy files to repurchase $1.5B in debt notes, potentially funding with Bitcoin sales. This move challenges…
May 16, 2026
Digital Capital Funds Global Markets: TradFi's old friction finally yields.
PrimeXBT redefines global market access by allowing crypto as direct trading margin. Eliminate fiat conversion…
Aug 15, 2026
Saylor Bitcoin model masks reality: Volatility Breaks Freezer Thesis
Michael Saylor frames Bitcoin as a digital freezer for monetary energy, designed to preserve wealth across dec…
Aug 15, 2026
Solana Treasury Stack Masks Real Loss: Dilution Exposes Structural Drag
Solana treasury firm HSDT reported a Q2 loss of $30.3 million despite earning $2.5 million in high-margin stak…
Aug 15, 2026
SRX Global hides balance sheet loss: Paper gains obscure $6M drawdown
SRX Global reported a 4.3 percent hypothetical AI strategy gain, yet its Form 10-Q disclosures reveal severe b…
Aug 15, 2026
Stock Valuation Peak Threatens Crypto: CAPE Peak Signals Market Reset
With the S&P 500 Shiller CAPE ratio hovering near historical extremes around 40 to 42—levels previously seen o…
Aug 15, 2026
Silicon Valley VC deal flow uses AI: Automated Filters Mask Human Bias
Tim Draper's AI digital twin highlights a structural pivot in venture capital, replacing human first-look pitc…
Aug 15, 2026
Abu Dhabi Holds Bitcoin ETF Losses: Sovereign balance sheets absorb a $118M drawdown without yielding an inch to market volatility.
Abu Dhabi sovereign funds absorbed a $118 million quarterly paper loss on their BlackRock Bitcoin ETF holdings…
Aug 15, 2026
Sovereign Capital Absorbs BTC Losses: 118M Loss Ignored in Long Game
Abu Dhabi sovereign funds Mubadala and ADIC maintained their 22.94 million share stake in BlackRock's iShares …
Aug 15, 2026
Machi ETH long leverage trap deepens: 22 dollar gap threatens cascade
Jeffrey Huang's famous 'Machi Big Brother' wallet slashed its leveraged Ethereum long position by 52 percent, …
Mar 14, 2026
Ripple sells XRP for equity buybacks: The 750M dollar valuation trap
Ripple's $750M buyback sparks outrage as data reveals XRP sales fund private equity gains, leaving retail hold…