Research
Digital Asset Treasuries
Peter Thiel dumps all ETH treasury shares after “Ethereum’s MicroStrategy” fell 95% since August
ETH sales, a massive note redemption, and thin carry make this zero line feel like a warning shot.
Wallets
Understanding XRP network health in 2026 without the counting noise
Build a watchlist that flags participation shifts and separates exchange spikes from true payment usage.
Bear Market
Bitcoin’s next bull run may start soon if it drops into this historic “buy zone”
One major roadblock for 'dip buyer' remains as Bitcoin faces a slide to ~$50,000 if ETF outflows don’t stop in the next 30 days.
ETF
Bitcoin on track to equal its most bearish period in history – only one price matters now
After over $2 billion in Bitcoin ETF outflows recently, BTC is down 12% month-on-month heading for a new record in March.
Market
Bitcoin eyes $7.7T sidelined dollars as Wall Street runs out of cash to “buy the dip”
Bitcoin moves get scarier as institutional traders run out of “fast cash” with most funds parked earning yield with slow TradFi settlement times.
Politics
CLARITY Act is turning into a proxy war over who pays Americans for holding “digital dollars”
Section 404 Not Found: the ‘who pays Americans’ page is still missing from the most watched crypto bill of the year.
Bear Market
Bitcoin refuses to lose $70,000 this weekend. Was my $49k bottom call wrong?
Bitcoin must reclaim $71,500 before Monday to confirm a local bottom after softening inflation data in CPI release.
Bear Market
Early Bitcoin bottom signals are starting to flash as BTC is still down $20k as stocks rip
Bitcoin’s bottom won’t be emotional this time as one boring metric decides the timeframe.
Macro
Bitcoin spikes 6% on softer US inflation but government data has holes that haven’t been fixed
Bitcoin watches 3.52% 2-year yield as $307B stablecoin cash waits and the next CPI date decides risk.
Regulation
CFTC’s 35-seat crypto “war room” changes the SEC fight — here’s what’s at stake
CFTC just named Coinbase, Ripple, Uniswap, Solana and Chainlink leaders to its committee — here’s why.
ETF
The company holding all Bitcoin ETF coins is losing money, resurfacing questions about centralization
Custody is supposed to be boring, but concentration risk makes every bad quarter feel like a stress test.
Analysis
Bitcoin sets sight on $50,000 floor as recession fears retreat despite scary headlines
The real risk is a crypto-only flush that resets buyers while the wider economy grinds on.