Staking
Ethereum’s institutional staking boom is growing, but Lido’s share is shrinking
Lido captured just 5.7% of H1 staking growth, while a negative NEST budget shows why deposits alone cannot fund purchases.
Liam 'Akiba' Wright 7 min read
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Macro
Bitcoin traders bet borrowed money on a rally as oil surges ahead of Friday’s inflation test
Brent’s surge is driving Treasury yields higher, yet BTC is still holding near $79,000 ahead of Friday’s CPI report.
Lending
You can borrow against Bitcoin without selling it, but there’s a catch
Bitcoin can serve as collateral for a loan without being sold, but moving its value into blockchain lending markets introduces risks that owning BTC alone doesn't carry.
Latest Analysis News & Analysis
Market
Bitcoin holds near $78,500 as a surging Japanese yen threatens global risk assets
Bitcoin faces a fresh liquidity test as the surging yen forces carry trades to unwind ahead of the BOJ decision.
Analysis
Why Bitcoin bulls shouldn’t mistake a shrinking dollar reserve share for central bank buying
The New York Fed’s Sept. 2 analysis separates currency choices from reserve-size changes, leaving sovereign Bitcoin demand unproven.
Price Watch
Bitcoin bulls are loading up on calls while spot traders keep selling
Options demand has tilted bullish and ETF inflows are accelerating, but exchange selling remains dominant as BTC struggles below $80,000.
Macro
Bitcoin could get the dollar drop bulls want this week without getting the liquidity rally they need
The ECB may strengthen the euro and weaken DXY, but elevated real yields and tight credit could leave BTC’s funding backdrop unchanged.
Analysis
Strong jobs just triggered a hawkish UBS reversal that could pressure Bitcoin through December
UBS now expects two Fed rate hikes this year, extending Bitcoin’s macro headwind through December.
Research
Ethereum arbitrage study reveals builders receive $5 for every $1 burned by the network
Bitquery's 30-day sample separates trading proceeds from ETH supply reduction, while builders' onward payments leave final profit shares unresolved.
More Analysis News Headlines
Analysis
Solana beats Bitcoin on one key metric, but a single software bug could still take down the network
Lending
XRP lending model leaves depositors with 90% of a bad loan’s loss despite reserves twice its size
Stablecoins
CZ’s Kyrgyzstan visit highlights why state backing cannot guarantee a stablecoin exit
Macro
