Analysis
Peter Todd reopens Bitcoin’s 21M cap debate because transaction fees make up just 0.5% of miner revenue
A viral clip sharpened the clash between fee-funded security and the credibility of a fixed supply.
Liam 'Akiba' Wright 4 min read
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Macro
Bitcoin faces its highest Treasury hurdle since 2007 with $22.5B less crypto credit to unwind
Bitcoin faces the highest 30-year Treasury yield since 2007 after crypto-collateralized lending fell by $22.5 billion from its 2025 peak.
Regulation
Polymarket’s 20% CLARITY Act odds sit on a market one $100K trade could radically reprice
An anonymous trader holds $415,000 against CLARITY ahead of a Senate test, dwarfing the market’s $160,000 in displayed liquidity.
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Analysis
Bitcoin turned $10,000 into $870,000 in a decade where 87% of active stock funds failed to beat passive rivals
Bitcoin compounded at 56.3% annually from 2016 to 2026, leaving the same starting investment in SPY with roughly $828,000 less wealth.
Market
Record user activity and a collapse in whale selling should send XRP soaring, so why is it still pinned at $1?
XRPL activity is back above its May peak, whale deposits to Binance have collapsed and leverage is rebuilding, but spot demand keeps fading.
Analysis
How a public crypto firm’s 4.3% AI gain hides millions in balance sheet losses
Hypothetical AI returns vs. real-money losses: Inside SRX’s crypto filing.
ETF
Institutional investor Paul Tudor Jones adds 109,446 BlackRock Bitcoin ETF shares while cutting calls by 85%
The June 30 snapshot shows a far less call-heavy mix, with reported put equivalents nearly unchanged.
Market
Why a weekend break below $62,500 could unleash a Bitcoin selling wave toward $58,500
Bitcoin faces a weekend liquidity test that could send it toward $60,000 or finally force a break above $65,500.
Analysis
Prediction markets are becoming financial data, but a 63% price does not always mean 63% odds
PredictionBubbles turns prediction markets prices into a live data layer for traders tracking probabilities, volume and market move.
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Earnings
Tokenized transactions surge to $5.3 billion but generate just $14M as costs soar by 56%
Market
Bitcoin’s stall around $63,000 exposes how weak its buyers have become amid record high S&P 500
Earnings
BitGo made $4.3 billion in revenue last quarter, but direct costs swallowed 99.8% of it
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