Research
Market
Bitcoin gains 24% as CryptoSlate price prediction model maps a volatile September
The median forecast points to $81,319 by Sep. 29, with $80,000 resistance and a break in ETF inflows testing the rally.
Featured
Why Bitcoin’s $2B corporate treasuries are a ticking time bomb of hidden conditional supply
PowerCompute and USBC show how collars, options and secured loans can turn passive holdings into contractual obligations.
Derivatives
Massive Bitcoin derivatives gap between CME and Coinbase threatens violent position shakeout
CME's Bitcoin short position is now 272 times larger than Coinbase's long, setting up a massive forced unwind risk.
Regulation
Why the SEC’s $75 million crypto path is not the same deal Congress is offering
The SEC proposal and Congress’s unfinished ancillary-asset framework diverge on who qualifies, what investors can enforce and how overlapping rules would interact.
Digital Asset Treasuries
Bitcoin treasury company registers 93% of shares for resale and puts third of its crypto into options
The shares are already issued and may never be sold, while loan, treasury and cash risks remain.
Analysis
Michael Saylor’s $13,400 Bitcoin floor exposes the exact order of losses inside Strategy’s debt stack
The filed ratio moves with cash and claims, while MSTR dilution and legal priority shape real losses.
Research
XRPL consensus freezes after removing just 12% of central nodes – but a simple tweak triples XRP defense
At 60% participation, two random links raised simulated quorum-failure thresholds from 11% to 38% and 12% to 33%.
DeFi
CEO Jeremy Allaire says Circle built “the platform for the internet financial system”, but cirBTC has only 40 BTC
How a trillion-dollar infrastructure machine launched a new Bitcoin token, and it only attracted 40 coins.
Stablecoins
US treasury relies on stablecoins to fund short-term debt, but they can’t fix its $28B long-bond problem
GENIUS reserves stop at 93 days while Treasury expands liquidity buybacks across 10- to 30-year debt.
Deals
Wall Street’s favorite Bitcoin broker just walked away from institutional trading to chase gigawatts of power
The BitGo NYDIG deal puts roughly $42.5 million upfront against NYDIG’s claimed 3+ GW power-and-compute footprint, with profitability unproven on both sides.
Debt
One mid-tier Bitcoin treasury just gambled its entire BTC reserve on a single 30-day reset price
The Aug. 25 unwind was capitalized into principal, while a one-time Sept. 24 test determines whether the $75,000 ceiling applies.
Mining
Veteran Bitcoin developer Luke Dashjr exits OCEAN pool – Will hash power follow him to new pool?
OCEAN still represented 2.45% of trailing-day blocks after buying out its co-founder, while CONVOY disclosed no operational footprint.
