Analysis
Providing analysis on some of the most interesting projects.
Bitcoin’s calm price action is a trap: The steady ETF bid that supported it has already disappeared
Spot Bitcoin ETFs gave the market a clean, daily scoreboard: a green print meant fresh cash crossing the boundary from...
Trump’s crypto firm made $1.2 billion in 16 months because it found a way to sell resort debt as tokens
A Trump-linked crypto firm is bringing the former president's brand into the structured credit market. World Liberty Financial plans to...
Bitcoin bulls could walk into a $1 billion liquidation trap as Bank of America warns multiples are about to compress
Bank of America's latest market call reads less like a typical bear forecast and more like a structural warning about...
Bitcoin enters a 150-day danger zone as Trump pivots to a 1974 trade law the Supreme Court hasn’t touched yet
Bitcoin trades sideways as Trump cites Trade Act for 15% tariffs after Supreme Court limits IEEPA authority, and the market...
862k jobs vanished, CPI cooled, and Bitcoin now trades like a bond – What Would Satoshi Say?
Bitcoin is trading like a rates product now because real yields are the new “gravity” Earlier this month, we saw...
Why did Bitcoin sell off as the yen surged fast enough to trigger cuts across risk books?
Bitcoin sometimes sells off hard on days with no crypto headlines. A recurring driver sits outside crypto: a yen-funded carry...
Election odds, but with an ETF wrapper: the “ambient gambling” shift coming to brokerage accounts
A set of new ETF filings wants to turn election outcomes into brokerage-account tickers. If approved, they’d also make “political...
Supreme Court nukes Trump tariffs — up to $175B in refunds could hit Bitcoin market next
The Supreme Court's Feb. 20 decision striking down President Donald Trump's IEEPA-based tariff program as illegal creates a massive fiscal...
Crypto has a native version of the M2 money supply that’s falling and killing Bitcoin liquidity
Stablecoin supply is crypto’s deployable cash. With a total stablecoin market cap of around $307.92 billion and down -1.13% in...
If Bitcoin stays near $67k, it breaks the Power Law floor by mid-December
Bitcoin has until the end of the year to recover, or the Power Law will be invalidated. The Power Law...
Popular News
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Polymarket Shows 75% Odds of Bitcoin Dropping Below $55K – What Traders Need to Know
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Bitcoin can rebound fast and hard as $7.7T in “sidelined funds” enter new opportunity window
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Russian Diamond Miner Jailed for ‘Sending Crypto to Ukrainian Military’
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Missouri Advances Bitcoin Reserve Bill to House Committee in Policy Push
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Michael Saylor Hints at Strategy’s 100th Bitcoin Purchase Milestone
