Stablecoins
Mining
Cleanspark borrows $1.15b at 0% to survive the brutal Bitcoin mining shakeout
Capex, AI side quests, and the post-halving margin stack. We separate narrative from cash flows.
Payments
Bitcoin all the things — Square payments offer 0% bitcoin transaction fee
Block turned on BTC payments across its merchant network. Here’s how that could ripple through spreads, Lightning, and on-ramp demand.
Stablecoins
Bank rails vs DeFi: Now $3.6T of “digital cash” bypasses Bitcoin and Ethereum
What has to go right in banking, compliance, and UX. We check what that would mean for BTC/ETH liquidity.
ETF
Solana continues to dump despite ETF inflows. Where’s the money going?
Where SOL ETF shares are landing, how spreads moved, and what that implies for price beta.
Crypto
US crypto token sales to explode this month – 7 yrs after ICOs shut down
Coinbase’s new regulated model promises wider allocations and a monthly cadence: here’s how it differs from Binance Launchpad and what it means for day-1 liquidity.
Analysis
The $413k Bitcoin question: What happens to BTC when Washington reopens?
A government reopening lifted Bitcoin 290% in 2019, but that rally came off an 80% crash. In 2025, the asymmetry that made the last surge possible is mostly gone.
Stablecoins
Cathie Wood revises Bitcoin forecast as stablecoins gain ground
A data-led look at ETF flows, term premium, and BTC liquidity to decode the target cut without the hype.
Analysis
Ripple fortifies with $500M investment, leaving XRP’s role uncertain
Ripple raised $500M at a $40B valuation from Citadel and Fortress, but the capital went to equity, not XRP. A bigger Ripple doesn't automatically mean higher prices for XRP.
Crypto
Exploring Ripple’s strategic sidestep from Wall Street spotlight
After beating the SEC, Ripple isn’t rushing toward an IPO. Its hesitation says more about crypto’s uneasy relationship with public markets than its own balance sheet.
Privacy
Zcash soars 1,486% in 3 months and reaches highest price since 2018
The token now ranks as the 18th-largest cryptocurrency by market capitalization, at $11.2 billion, positioning it near Hyperliquid.
Crypto
Bitcoin ETFs break 6-day outflow streak with $240M buy: What it means for liquidity
US spot Bitcoin ETFs turned net positive after nearly a week of redemptions, and here’s what that means for BTC liquidity.
Crypto
The GENIUS Act’s $250M battle begins now: Bitcoin stands as the last bastion against censorship
The law is signed, but the real fight starts in rulemaking and phased rollouts through 2026–27. Here’s the timeline, the winners, and how flows could reroute crypto rails.
