Derivatives
Mining
Bitcoin crash forced Riot to pledge 1,825 BTC, but this huge rally may now free up 1,500 BTC
The same Bitcoin price mechanism that forced Riot to lock up more of its treasury during the selloff may now return much of it.
Regulation
Treasury just put a deadline on offshore stablecoins’ access to US customers
A new Treasury deadline could split the global stablecoin market into tokens Americans can buy and tokens they can only hold elsewhere.
ETF
Bitcoin grabs 77% of $1.3 billion crypto fund surge as BlackRock leads the rebound
Investors poured $1.3 billion into Bitcoin, Ethereum and Solana funds over three sessions, with more than $1 billion flowing into Bitcoin alone.
AI
AI financial advisers carry a hidden Bitcoin bias activated by a single specific switch
AI models can favor Bitcoin under crisis and machine-economy prompts, exposing a new risk for banks using automated financial advice.
Analysis
Why crypto ‘audited’ badges are giving investors a dangerous false sense of security
Nearly half of crypto’s exploit losses began beyond the code that conventional smart-contract audits were designed to inspect.
Exchanges
Four years after FTX, crypto exchanges still prove assets without proving solvency
Four years after FTX, major crypto exchanges can prove they hold billions in customer assets while leaving their debts, collateral claims, and corporate obligations largely out of view.
Analysis
Bitcoin’s first institutional bear market is starting to take shape and draining liquidity
Bitcoin’s institutional bear market is unfolding through ETF redemptions and treasury-company sales.
Digital Asset Treasuries
The US says it has a Bitcoin reserve, but nobody can agree on how much it owns
America built a Bitcoin reserve around an asset anyone can trace, then made its own holdings impossible to verify.
Analysis
Washington gave crypto every legal win it begged for then lost the market anyway
Washington removed crypto’s favorite excuse for failure, and the market responded by exposing a problem no regulator could fix: too few buyers.
Analysis
Trump’s legal loophole around the Supreme Court is keeping inflation alive – and trapping Bitcoin in the Fed’s crosshairs
Trump lost his biggest tariff weapon at the Supreme Court, then spent five months replacing it with a slower system that may prove much harder to defeat.
AI
The sudden collapse of a $20 billion AI fund reveals why Bitcoin is the first thing Wall Street sells when margin calls hit
When an AI margin call arrives after Wall Street closes, Bitcoin may become the easiest asset available to sell.
Analysis
Donald Trump releases the $1.2 million data feed that lets Wall Street front-run his market-moving policy announcements
Trump Media has found a new way to monetise presidential power by selling trading firms a machine-readable shortcut to the posts that move global markets.
