Analysis
Providing analysis on some of the most interesting projects.
Bitcoin’s $57K slide puts my $49K cycle-low thesis in play unless bulls reclaim $60K
Bitcoin's slide into the high-$50,000s has put my $49,000 cycle-low map back into the live market conversation. BTC is trading...
Visa Mastercard and Coinbase join Open USD as partner-led stablecoin increases DeFi yield war
Crypto users spent years making USDC the default dollar of institutional DeFi trading, lending, and settlement, but Open Standard's new...
Crypto YouTube views collapse in 2026 as viewers turn off crypto channels
The next crypto retail cycle may announce itself through YouTube view velocity before subscriber counts start moving. The old audience...
Bitcoin’s $60,000 test is not over after Strategy’s $2.5B STRC backstop
Strategy's preferred stack and Bitcoin's price are facing two separate tests this week, and only one of them has been...
Bitcoin treasury investors are turning on companies diluting them to keep buying
On June 22, Strategy sold $335.5 million of its own common stock, set aside roughly $300 million of it in...
Aave rally makes DeFi lending look more like a bank to investors
Aave's latest market move is becoming a referendum on how investors value DeFi lending as its economics begin to resemble...
MSTR jumps after Strategy says it may sell more Bitcoin to fund dividends and buybacks
Strategy (formerly MicroStrategy) shares rose Monday after the Bitcoin holder moved to reassure investors that it can meet its preferred...
Bitcoin’s $60K breakdown sets up a volatility shock as traders load up on downside hedges
Bitcoin’s break below the $60,000 area has pushed digital asset markets into a more defensive phase, ending months of narrow...
What states can still do to crypto after GENIUS and CLARITY
Illinois just became the first state to tax crypto by the transaction. The new 0.2% levy hits nearly every trade,...
Why a collapse in $1 trillion AI spending boom could hit Bitcoin traders first
Over the past year, the artificial intelligence trade has become one of the main pillars supporting global risk appetite. However,...
