Slate Sunday
Macro
The Nasdaq’s historic market cap surge is unprecedented and ‘insane’
The Nasdaq’s market capitalization has hit unprecedented highs relative to the U.S. M2 money supply, sparking concerns about sustainability.
Crypto
Why was Michael Saylor’s Strategy snubbed by a S&P 500 secret committee?
Strategy (formerly MicroStrategy) missed out on S&P 500 inclusion while Robinhood was surprisingly added, exposing the committee’s discretionary process.
Macro
Here’s how a weak jobs report could spell gains for crypto
A weak jobs report may boost crypto markets as investors anticipate looser monetary policy, driving demand for alternative assets like Bitcoin.
DeFi
Ethena token rallies over 12% following StablecoinX’s $530 million capital raise
The Ethena (ENA) token surged over 12% after StablecoinX announced a $530 million capital raise and expanded its holdings.
Culture
The battle between Bitcoin Core vs Knots is getting ugly
The Core vs Knots debate is sweeping the Bitcoin community, as node operators weigh Core’s stability against Knots’ advanced anti-spam features.
Slate Sunday
‘I was always a rebel’: BitMEX CEO Stephan Lutz on leading crypto’s perpetual playground
Stephan Lutz, CEO of BitMEX, leads the industry’s oldest crypto derivatives exchange through innovation, growth, and evolving risk management.
Adoption
Ethereum cofounder Joseph Lubin, ‘ETH will likely 100x from here’
Ethereum co-founder Joseph Lubin predicts massive institutional adoption as Wall Street and treasury companies ramp up ETH holdings.
Analysis
Bitcoin’s red month; why September still shapes the crypto cycle
Bitcoin’s red month is a recurring theme each September, as traders and investors watch crypto’s next big move.
Macro
US tech stocks under pressure as AI growth shows signs of cooling
Tech stocks, including AI chipmakers like Marvell and Nvidia, fell as investors grew cautious amid weak earnings and revenue misses.
Macro
Bitcoin outflows aren’t benefiting gold; both assets feel the pressure
Ongoing macro uncertainty and unclear Federal Reserve policy mean Bitcoin outflows aren't benefitting gold as investors wait for a clear direction.
Adoption
Bitcoin is for payments; store of value is ‘just a neat byproduct’: BitVM creator
The debate over Bitcoin as a method of payment versus a store of value is heating up again, as leading voices warn how it could fail if it's only used as a store of value.
Adoption
Bitcoin volatility keeps falling, and that means it’s maturing as an asset class
Bitcoin volatility has dropped to a five-year low as the number-one crypto matures, showing more price predictability than blue-chip tech stocks.