Research
Payments
Exchange BTC Lightning channels break our favorite Bitcoin metric
Bitcoin Lightning capacity, nodes, and channels seem almost a forgotten force amid focus on US spot Bitcoin ETF flows.
Macro
Fed cancels December rate cut, 18% chance of hike, slowing Bitcoin rally
Markets drop the December cut; Bitcoin likely steadier than alts into 2026.
Analysis
Crypto market loses $100 billion in market cap while S&P hits new highs
Bitcoin and Ethereum dip over 4% as Nvidia leads S&P 500 gains amidst heightened market sensitivity ahead of Federal Reserve decision.
NFTs
NFTs are coming back but Blue Chip projects are on life support
NFTs: Where are they now? A look back at the once $25 billion industry.
Analysis
Watch these 4 tripwires to signal XRP price direction this week
If BTC lifts, XRP’s move can mechanically extend. But what matters most for Ripple and XRP?
Macro
Crypto’s week ahead: Everything you need to know to close out October
Will a 25 bp cut ignite a 72-hour Bitcoin squeeze?
Bankruptcy
Mt. Gox delayed to 2026: Does 34k BTC even move Bitcoin price anymore?
A one-year extension converts a date shock into a process drip; compare the remaining stack to monthly ETF intake and hedging capacity before adjusting allocations.
Analysis
The 5 unbelievable crypto comeback stories that changed the world forever
Are these the definitive crypto comebacks? Plus some of the most notable failures.
Analysis
Inflation to set up Bitcoin melt-up as rates to fall to 2.75% by next October
Flow pulses plus a path to ~3% fed funds create convexity for Bitcoin, unless sticky core inflation keeps real yields high.
Adoption
On-chain dollars hit 2.3% of global payments: Why Bitcoiners should care
Inflection point reached? $46T settled on-chain this year in USD.
Payments
Can new Bitcoin prepaid cards win Asia’s cash economy?
Moon Inc raises HK$65.5M to roll out a Bitcoin prepaid card in Thailand and South Korea, with wider Asia expansion planned.
Staking
Bitcoin now pays interest: How to earn money on your BTC while pumping the price
Bitcoin’s invisible yield curve, how timelocks and staking are rewriting UTXO liquidity.