Stablecoins
Digital Asset Treasuries
This Bitcoin-backed company is betting retiring founders will swap private stock for their life’s work
Orange Juice plans to acquire profitable American businesses and direct part of their retained earnings toward permanent Bitcoin accumulation.
Analysis
Bitcoin’s old coins have gone quiet and $69,000 could reveal whether the new holders crack
Bitcoin’s multi-year supply handoff is nearing completion as the wave of old coins reactivated during 2024 and 2025 fades.
Wallets
Is using an old iPhone safer than a crypto hardware wallet? ZachXBT thinks so
Wallet developers are adding spending limits, approved destinations, and delayed transfers to stop irreversible thefts.
Analysis
Ethereum is flashing a $478 million buy signal but top traders still expect it to fail
Ethereum exchange outflows have surged to five times the average as ETH gains strength against Bitcoin, putting a potential market rotation into focus.
Analysis
Near $65K, Bitcoin’s 2 year social media drop off is hiding a $4.3 billion whale exit and a new class of buyers
Crypto chatter has fallen to its second-lowest daily level since October 2024 as Bitcoin ownership shifts among major holders.
Stablecoins
USDC’s 72% surge exposed the expensive truth behind Circle’s stablecoin dominance
Circle’s distribution costs are becoming a central pressure point as Coinbase and Hyperliquid gain more leverage over the USDC economics.
Analysis
XRP’s $1 rebound faces holders trapped above $2
XRP’s leverage reset has left holders nearly 50% underwater, with fractured funding across exchanges raising the risk of a move around $1.
Adoption
The next currency crisis could turn $300 billion in stablecoins into national currencies
A $300 billion stablecoin market could push dollarization through entire economies before governments formally adopt the dollar.
Adoption
Banks are building the rails to profit from 13.9 million BTC they do not own
Major financial institutions are building Bitcoin products, custody, and infrastructure, while Bitwise estimates individuals hold about 13.9 million BTC.
Analysis
Bitcoin price has less than 8 hours to outrun $60,000 before Hormuz conflict takes over again
Bitcoin faces a 7.5-hour macro stress test as CPI, Fed testimony and renewed Hormuz enforcement threaten to redraw the path around $62,000.
ETF
SEC reviews more than 24 ETFs that could bring election betting to brokerage accounts
Prediction market ETFs would turn elections, recessions and layoffs into brokerage account trades, pushing event contracts closer to mainstream retail portfolios.
Regulation
Phantom pulls on-chain perps into the US wallet war ahead of July 9 deadline
Phantom’s CFTC filing puts self-custody wallets at the center of the next US fight over regulated on-chain perps.
