Analysis
Providing analysis on some of the most interesting projects.
How short liquidations cleared $500B in crypto positions before institutional buyers took over
Crypto added roughly $500 billion in market value in a matter of days as Bitcoin ran from about $63,500 toward...
How Saylor’s $2 billion capital loop is quietly rewriting the rules of Bitcoin ownership
Michael Saylor recently published an essay arguing that institutional custody and securities can expand Bitcoin without eliminating self-custody. On the...
AI data centers are learning the power trick Bitcoin miners mastered first
Every answer you get from an AI chatbot begins with electricity. The words appear on your screen, but the actual...
Massive Bitcoin derivatives gap between CME and Coinbase threatens violent position shakeout
Leveraged funds held a 41,252 BTC-equivalent net short across CME Bitcoin futures, including standard and Micro contracts on Aug. 25,...
Bitcoin on course for best August since 2017 despite renewed US-Iran hostilities
Bitcoin is on track to log its best August performance since 2017, demonstrating remarkable resilience against back-to-back macro shocks as...
Michael Saylor’s $13,400 Bitcoin floor exposes the exact order of losses inside Strategy’s debt stack
Strategy, the Bitcoin treasury company, is marketing a roughly $13,400 “BTC Floor” for STRC, its variable-rate cumulative perpetual preferred stock....
How $739B in new US debt could absorb crypto’s liquidity before buybacks even reach Bitcoin
The US Treasury expects to borrow $739 billion from July through September while paying investors to hand back some of...
The next shadow-banking problem comes from insurance companies, where nobody was looking for a bank run
Delaware Life Insurance Company's 2025 balance sheet took on a startling new shape when the insurer corrected its annual filing:...
Coinbase’s $104M US500 trading spike hits an early reality check
Coinbase US500 futures reached a $100 million milestone, giving the exchange an early test of whether a crypto-native trading mechanism...
Bitcoin faces a new macro test as Fed Chair Kevin Warsh highlights sticky inflation metrics
Bitcoin has 54% as a new macro number to defend against, the share of the personal consumption expenditures basket that...
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BTC bull market began in March, more will realize in a year — Arthur Hayes
