Research
AI
OpenAI releases 1 million token coding model GPT 4.1, available immediately via API
OpenAI's newest model phases out GPT-4.5, adding GPT-4.1 mini and nano for lower cost coding inference.
Macro
US imports crater 64%, exports 30% as trade war opens path to Hyper Bitcoinization
Corporate treasuries facing trade route volatility may consider Bitcoin as hedging alternative against fiscal interventions.
Macro
Bitcoin, equities, oil jump as trade war tariff messaging on electronics confuses market
Tariff exemptions controversy leaves Bitcoin steady, fuels equity and oil rally.
Analysis
Bitcoin flat as China announces new 125% tariff on US goods, gold spikes, oil declines
Bitcoin's flat performance highlights debate over its use as a safe-haven asset during trade conflicts.
Politics
Paul Atkins confirmed to Chair SEC as Gary Gensler’s long-term replacement
Atkins' SEC chairmanship signals potential policy shifts for digital assets, prioritizing innovation-friendly regulations over enforcement-centric oversight.
Analysis
Tariffs caused Bitcoin to decline less than equities or oil yet more than bonds and gold
Since Liberation Day, Bitcoin underperformed nearly all major assets year-to-date except oil.
Bitcoin
Greater chance ‘Bitcoin survives over the dollar in our lifetime after today’
Jeff Park of Bitwise flags bond market stress as Bitcoin's survival odds surpass USD.
ETF
BlackRock adds new Bitcoin custodian Anchorage Digital alongside Coinbase
BlackRock expands custodial framework for IBIT ETF with Anchorage Agreement.
Macro
Trump gives China one day to remove tariffs or face 50% increase, Bitcoin stumbles
Trump demands China revoke tariffs or face additional 50% increase, impacting global markets.
Regulation
SEC assembles ‘Suicide Squad’ of former critics for crypto roundtable
The SEC's crypto roundtable embraces former adversaries in a strategy shift toward collaboration over enforcement.
Macro
Market chaos as fake Trump plan to pause tariffs momentarily pumps markets
Fake tariff pause news incites dramatic swings across US equity and Bitcoin markets.
Analysis
Bitcoin plummets $9k as Trump’s tariffs spark over $1B liquidation frenzy
The crypto market experiences a $1.36 billion liquidation wave as geopolitical tensions rise, pressuring Bitcoin and Ethereum.