Governance
Memecoins
Official Trump memecoin surges 50% as President to hold dinner with TRUMP token holders investing over $395k
Private event for top wallet holders prompts scrutiny over crypto-driven patronage, regulatory ambiguity, and financial entanglements in office.
Macro
Global M2 money supply shifted by 90 days predicts Bitcoin price but with elastic relationship
Bitcoin does not always follow a lagged global M2 money supply, but when it does, it rips.
Analysis
Trump has ‘no intention’ of firing Jerome Powell as Bitcoin hits $94k, oil rises, gold falls
White House tones down rhetoric on Powell, trade tensions ease as Bitcoin surges 12% in a week.
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.
