Research
Market
2 key economic reports threaten Bitcoin’s $80k rally as BTC price model predicts $95k incoming
Friday's Michigan survey, ETF demand and Japan's rate implementation frame the outlook for Sept. 21–27.
Governance
Charles Hoskinson says Cardano no longer comes first – its treasury vote explains why
The Pogun rejection blocked a 12.29 million ADA withdrawal while Hoskinson says future products will not default to Cardano.
Technology
Why Solana’s new 250ms speed boost could actually trigger network instability
Early mainnet data look stable, but Solana validator coordination at 200ms may depend on leader handoffs, client agreement and infrastructure diversity.
Regulation
Why Russia’s harsh 1% crypto cap actually protects bank customer assets
The draft counts banks’ own holdings and crypto-linked instruments against capital but conditionally excludes customer assets.
Analysis
Why Bitcoin’s rally above $80,000 isn’t backed by institutional conviction
Leveraged funds became 7,275 BTC-equivalent less net short as asset-manager longs fell and weekly ETF demand barely stayed positive.
Analysis
Why Bitcoin’s 63% HODL wave isn’t the mega bull signal everyone thinks it is
The one-year share rose 0.98 percentage points in a month while adjacent age bands shifted around the threshold.
ETF
Fidelity surge brings in $310M BTC saving Bitcoin ETFs from a disastrous week
Friday broadened demand, yet the two-day rebound left the midweek withdrawal gap partly open.
AI
Ethereum co-founder Vitalik Buterin argues that local AI can protect your privacy without losing speed
Ethereum co-founder Vitalik Buterin says laptop AI is nearing everyday utility, raising the stakes for wallet safeguards that keep transaction authority beyond a model’s control.
ETF
XRP ETFs hit a speed bump, but big investors aren’t dumping their tokens yet
A $5.15 million outflow from two US spot XRP ETFs puts $192 million in monthly inflows to the test as the next sessions reveal whether redemptions spread.
Macro
Bitcoin faces an eight-year rates test as the BOE unwinds £368 billion
Gilt yields fell as active auctions paused, yet the Bank’s full portfolio unwind keeps a slow-burn rates risk alive.
Macro
Bitcoin rallies after BOJ’s 1.25% hike, but the real yen-carry test starts next week
The yen weakened after the decision, leaving immediate unwind pressure limited as higher funding costs move toward implementation.
Payments
Why SBI just put millions behind a Singapore startup’s stablecoin push
The Singapore firm plans merchant, enterprise-portal and app expansion as SBI joins the Vertex-led round.
