Derivatives
BTC Halving
Bitcoin’s 4-year cycle is dead: Are market makers in denial?
Every four years used to matter. Now, it’s the next $500 million ETF inflow that decides whether Bitcoin soars or sinks.
ETF
Spot BTC ETFs fail to sure up Bitcoin decline as outflow streak hits $1.9B
Bitcoin hovered near $100,000 as ETFs logged another heavy redemption day led by Fidelity.
ETF
Why Bitcoin ETFs started to bleed out as four-day outflows hit $1.34B
Monday’s outflows show issuer dispersion, with one fund driving the day while others held steady.
Analysis
Bitcoin fights to sustain its bull run while fees slide 56% YTD
Fees have collapsed, blockspace is cheap, and Bitcoin can’t break past $110,000.
Hacks
This millionaire crypto hacker continues to freely cash out a year later
A year after the radiant hack, the thief is peeling funds again. Bridges, DEX hops, then Tornado. Modular deposits, measured timing, and real money still moving.
Taxes
France wants to tax unrealized crypto holdings but also hoard 420,000 BTC
France’s parliament is debating two radically different visions for crypto, one treating it as idle luxury, the other as strategic money for the republic.
DeFi
If Web3 is decentralized, why do DeFi dApps still break when the cloud goes down?
For all its talk of decentralization, Web3 still lives inside the same data centers as everyone else, and October’s cloud failure made that impossible to ignore.
Adoption
Has Mastercard accepted the inevitability of crypto? Spends $2B on tokenization platform
Mastercard’s rumored deal for Zero Hash marks the moment stablecoin settlement leaves the sandbox and enters the payments mainstream.
DeFi
Will Fusaka keep users on L2? Upcoming Ethereum upgrade eyes up to 60% fee cuts
The Fusaka upgrade cements Ethereum’s modular vision: L1 as settlement, L2 as the user layer.
Derivatives
Why $13B in Bitcoin options expiring this week is a price nothing burger
A $13 billion Bitcoin options expiry sounds dramatic, but on Deribit, it’s just another Friday in the market’s quiet volatility cycle.
RWA
Ferrari tokenizing its Le Mans race car may pump gas but not your bags
Ferrari’s latest experiment with blockchain looks sleek, but beneath the carbon fiber, there’s barely any real crypto fuel.
Macro
Fed cuts 25 bps, but there is another hidden macro challenge looming
A key macro marker may prove more important for Bitcoin than the rate cut itself.
