Stay on top of Bitcoin halving news, miner trends, supply cycle analysis, and the market impact of BTC’s programmed issuance changes.
Bitcoin’s break from the S&P 500 now hinges on ETF flows, AI equity demand, and whether the $66,900-$70,000 shelf can be reclaimed.
Liam 'Akiba' Wright 9 min read 
The fork could create a new asset for BTC holders, but replay rules, custody support, and Satoshi-linked coins remain open risks.
The simple four-year halving narrative no longer explains the full recovery case for Bitcoin, as a growing chorus now points instead to institutional inflows, corporate buying, improving risk appetite, and technical momentum.
Yet top 10 public miners could earn $4.7B–$9.3B from BTC vs up to $4.1B in long-term AI contracts, reshaping Bitcoin’s security base.
Bitcoin is climbing while war and oil disruption make everything else harder to price.
Bitcoin traders often treat old-coin movement as a sign that long-term holders are waking up. Coinbase’s $69.5 billion BTC migration suggests that signal may be less reliable than it looks.
It's cheaper to buy Bitcoin than mine it right now unless your power costs are under 7 cents.
Bitcoin Monte Carlo backtest nailed the last drawdown then exposed the one metric that keeps breaking.
While Bitcoin ETFs have seen $53 billion in cumulative inflows since launch, the current rate of outflows is mildly alarming. So let's look at how bad it really is.
