Research
AI
The brutal $346M math behind Galaxy’s high-stakes race to build CoreWeave’s Texas AI mega-center
Phase II handovers are expected to begin in 2027 as the project company takes on fixed cash costs.
Digital Asset Treasuries
Why two public companies quietly liquidated 511 Bitcoin in 24 hours to escape $31.7 million in debt
Voluntary sales removed KULR’s collateral risk and Smarter Web’s near-term maturity and 7.7 million potential shares.
Stablecoins
Samsung Wallet is getting native stablecoins – and it could make one token the default for 800M users
Issuer, chain, custody, redemption, market and launch choices will determine whether Wallet becomes a native transaction route or a narrower integration.
Outage
Two Ethereum bridges lose $31.7M within hours as third protocol halts staking
About $31.69M in combined bridge losses and B²'s July 22 staking suspension reveal three distinct control failures.
Digital Asset Treasuries
Strategy now publishes the Bitcoin return threshold below which it may have to restructure
Strategy’s -11.34% BTC Floor ARR models whether its $18.993 billion obligation base remains covered through a multiyear Bitcoin decline.
Crime
FBI used Google cookies, 500 food orders and a Monero seed phrase to identify Steam malware funder
Investigators linked a campaign wallet to Bitrefill, Google, Uber and telecom records before a search uncovered separate Monero activity.
ETF
BlackRock’s IBIT accounted for 90% of a $225 million Bitcoin ETF reversal after a seven-day buying streak
The reversal erased 22.5% of the preceding $999.3 million inflow streak, while Bitcoin ended the session below $65,000.
Wallets
A 7 year Ledger bug lets attackers rebuild a private key from five signatures in seconds
The network has suspended native transactions while it develops a migration process designed to stop attackers with reconstructed private keys from front-running affected users.
Crime
Crypto home invasions jump 20x as wrench-attack exposure hits $124 million
CertiK recorded roughly $124.1 million in losses and ransom demands in H1 2026, a measure of exposure rather than criminal profit.
Mining
Bitcoin mining giant Poolin files for bankruptcy owing 11,700 users $164 million
The signed offers equal 31.8% of wallet IOUs only in gross arithmetic, before estate boundaries, liens and bankruptcy costs.
Digital Asset Treasuries
Bitcoin treasury company erases 7.7M shares after selling 177 BTC – yet Bitcoin per share fell
The $11.7 million convert vanished, leaving a simpler capital stack and a tougher test for replacement funding.
Regulation
SEC pays $150,000 as Coinbase-backed Freedom Of Information Act settlement releases two withheld documents
Reported terms include releasing two withheld documents and reviewing records and text-message controls after the Gensler-era losses.