Research
Macro
US GDP data expected to show decline next week but tariff impact won’t be seen until July
US economic growth slows, with looming tariffs setting the stage for summer impacts.
Analysis
Bitcoin outperforms gold as US puts 3,251% tariff on Asian solar panels
Bitcoin soars amid tariff-induced market volatility, intensifying its current role as a safe-haven asset.
Analysis
Bitcoin rallies above $87k while dollar weakens on Powell speculation after long weekend
Bitcoin hits $87,650 as markets reopen, breaking correlation with dollar weakness.
Analysis
Vitalik Buterin explores sunsetting the EVM in favor of a simpler Ethereum execution model
Buterin's proposal outlines a multi-phase plan to simplify Ethereum while retaining developer-favored languages like Solidity and Vyper.
Analysis
Former SEC lawyer warns ending SEC crypto action could trigger bank contagion
Stark and Reiners warn that SEC's reduced crypto oversight may echo pre-2008 financial risks with untested financial integrations.
Analysis
Bitcoin holds steady during Good Friday market closure, macro forces shape global risk narrative
As gold and oil rise on policy shifts, Bitcoin maintains calm in thin trading conditions.
AI
OpenAI’s o3 scores 136 on Mensa Norway test, surpassing 98% of human population
OpenAI’s o3 model reaches Mensa-Level IQ in independent testing.
Tokenization
Official TRUMP token unlocks begin Saturday worth $311M, followed by $3.8M daily insider payouts
The April 20 unlock initiates a daily drip, with insider wallets receiving allocations until mid-2028.
AI
AI deepfake perfectly clones ex-Binance CEO CZ’s voice, reigniting fraud fears
Zhao highlights the growing threat of AI-generated deceptions, warning of impersonation risks amid rising deepfake scams.
Bitcoin
Bitcoin historically the best performing asset 60 days after major global crisis
Bitcoin's crisis-era returns dwarf gold and S&P 500 since 2020.
Macro
S&P 500 futures fall on White House 245% tariff headline as Bitcoin lags all major asset classes
Trade tensions leave Bitcoin and equities trailing as gold and bonds shine.
Macro
Global demand for US assets declines as Bitcoin shows strength around $85k
Bitcoin's resilience near $85k signals shift in global capital dynamics.