The same volatility that built Bitcoin fortunes now sits locked in a holding pattern, and someone's going to get paid when it breaks. Fundstrat predicts a 30% price swing is overdue after Bitcoin's unusually calm trading range, with potential targets of $83,200 up or $44,800 down
Continue reading ›
Wall Street's most secretive quant shop just went public with a billion-dollar Bitcoin bet, right after losing $15 billion on its core business. Jane Street disclosed $990 million in Bitcoin ETF holdings, including $630 million in new purchases through spot ETFs
Continue reading ›
Wall Street's betting the Fed's done hiking while crypto's betting it never mattered in the first place. The S&P 500 fell 0.52% Monday while Bitcoin surged past $64,000, a rare divergence that signals traders pricing in completely different Fed outcomes across asset classes.
Continue reading ›
One company now controls nearly 5% of Ethereum's entire supply, and it's down $8.4 billion on paper but still buying. Bitmine added 9,926 ETH last week, bringing total holdings to 5.82 million tokens worth roughly $11 billion at current prices, representing 4.8% of Ethereum's total supply
Continue reading ›
The billionaire who once sold 98% of his bitcoin now thinks GPU futures will repeat crypto's speculative fever — just with better fundamentals underneath. Mark Cuban predicts chips will become "the next crypto" as CME Group launches GPU futures trading October 5
Continue reading ›
While Goldman doubles down on Bitcoin exposure through Strategy, Bank of America quietly exits — a perfect snapshot of institutional crypto's split personality.
Continue reading ›
The smart money isn't fleeing Bitcoin—it's getting more sophisticated about how it holds it. Brevan Howard cut its Bitcoin ETF position by 70% to $255M while Macquarie dumped 62% to $55M, but the story isn't about exodus
Continue reading ›
Crypto perpetual contracts are now pricing private AI companies before they even file S-1s, and the numbers are absolutely unhinged. Anthropic's pre-IPO perpetual contracts on crypto exchanges price the company at $1.8T, 88% above its last private funding round valuation
Continue reading ›
While Congress fights over what crypto is, Treasury just asked the industry to help write the rulebook. The U.S. Treasury is seeking public comment on proposed rules for the GENIUS Act, landmark crypto legislation aimed at clarifying who needs licenses in the digital asset space
Continue reading ›
A crypto miner just signed a contract worth more than most AI startups raise in a lifetime. HIVE Digital Technologies' subsidiary BUZZ HPC secured a $350M GPU cloud contract, bringing the company's total contracted AI revenue to $180M annually
Continue reading ›
Michael Saylor just broke his own playbook — raising a third of a billion dollars and not buying a single sat.
Continue reading ›
Bitcoin miners are becoming AI infrastructure landlords faster than most AI companies are scaling revenue. HIVE Digital's BUZZ HPC unit signed a five-year, $350 million GPU cloud contract, adding $70 million in annualized recurring revenue
Continue reading ›
When Goldman tells the Street they're wrong about rate hikes, crypto and emerging markets move before anyone else notices. Goldman Sachs says market expectations for Fed rate hikes are too aggressive, warning of mispricing in fixed income and rate-sensitive equities
Continue reading ›
When your treasury strategy is "all in on one token," a 76% drawdown isn't a market correction — it's a stress test of your entire business model. Greenlane's BERA token holdings dropped from $70M to $16M in Q2, crystallizing a $19.1M noncash valuation loss as BERA fell 76% year to date
Continue reading ›
The carry trade unwind that rattled global markets last week is about to meet regulatory uncertainty and macro data that could flip crypto from momentum play to parking lot.
Continue reading ›
The biggest crypto regulation bill in years is about to die in committee because Congress can't decide if stablecoins should pay interest.
Continue reading ›
The Fed's next move might not matter if the bond market is already pricing in a world where Uncle Sam can't afford his own debt.
Continue reading ›
The miners who spent billions building data centers to guess random numbers just realized they can rent those same racks to companies trying to build God.
Continue reading ›
While Bitcoin bleeds and index providers threaten eviction, Strategy's engineered wrapper product is doing exactly what legacy finance claimed crypto could never do: generate positive returns in a down market.
Continue reading ›
The ETF honeymoon is over, and the exit stampede just set a record nobody wanted. U.S. spot bitcoin ETFs lost $4.5 billion in June, beating the previous worst month by 29% and closing with nine consecutive days of redemptions
Continue reading ›