Research
Macro
US debt now worth 368M BTC: American debt machine adds a century of new Bitcoin supply this year alone
Mapping US debt in BTC exposes a fiscal expansion no blockchain would want to keep up with.
Analysis
These three Asian markets got the jump on tokenized finance over the US
$30 billion on Japanese exchanges edges toward BTC as custody rules harden.
Macro
Inflation data goes missing: US shutdown wipes out October CPI, leaving Bitcoin hanging
Why October CPI was not released and may never be reconstructed.
Analysis
Why is everything down? Macro shock turns Bitcoin and other risk assets red across the board
A sharp shift in rate expectations, tech positioning, and global risk appetite triggered a synchronized sell-off, sending equities and crypto sliding together.
Exchanges
Arthur Hayes urges withdraw Zcash from exchanges: Is ZEC’s next move its wildest yet?
Arthur Hayes urges Zcash holders to withdraw and shield as halving, rising privacy use and looming EU rules tighten ZEC liquidity.
Crypto
$1.2b Bitcoin just left Wall Street: 3 ways this reset could flip bullish fast
Signals points to de-risking, not broad capitulation, as leverage and basis reset.
Macro
DC just turned the money hose back on — Here’s what it means for your Bitcoin bag
Senate stopgap ends data blackout, putting CPI, Treasury refunding, and real yields back at the center of Bitcoin liquidity.
ETF
Here’s the real XRP ETF launch timeline as DTCC is misread again
DTCC records show plumbing prep, not XRP ETF approval - here’s how to track real S-1, listing, and launch dates.
Politics
No credible evidence US government hacked Chinese Bitcoin wallets to “steal” $13 billion BTC
Chinese security firm accuses the U.S. of hacking LuBian’s Bitcoin wallets, but open-source forensics and DOJ filings point to weak keys and murky attribution.
Politics
Trump’s urgent timeline to upgrade ‘ancient’ US financial system with crypto
Trump’s crypto rails are switching on, but the promised rework of America’s "ancient" legacy system is still missing.
Analysis
What moves Bitcoin price to move up or down in 2025?
October's Bitcoin shakeout highlights the critical role of funding and ETF flows in pricing.
Mining
Who decides what’s in the next Bitcoin block without MEV?
Bitcoin MEV, the quiet kind: how miners pick winners in your mempool.