Market
Digital Asset Treasuries
Strategy tells MSCI ‘Bitcoin doesn’t need you’ as $2.8 billion index risk hangs over MSTR
The Bitcoin giant is fighting a new MSCI framework that could remove it from major indexes after an earlier crypto-specific effort failed.
Wallets
With violent crypto home invasions surging, a data breach exposing over 10,000 Trezor owners puts physical safety on the line
The ShipMonk leak tied thousands of crypto users to their delivery locations as violent crypto attacks and home invasions rise.
Digital Asset Treasuries
Multicoin exits the $1.65 billion Solana treasury company it helped launch eight months ago
Samani remained Forward chairman and retained substantial exposure through Lemmings Holdings after leaving his management role at Multicoin.
AI
Coinbase and 14 other x402 facilitators failed security tests built for the coming AI-agent economy
The study found vulnerabilities that could leave merchants unpaid, expose facilitator-held assets and force providers to absorb attacker-driven network costs.
Digital Asset Treasuries
FG Nexus dumped all its Ethereum at a $45 million loss to buy mobile home parks—after earning just $144,000 in staking rewards
The corporate treasury firm earned just $144,000 from staking in the first half before liquidating its remaining digital assets.
Digital Asset Treasuries
Metaplanet burned through 83% of a $500 million credit line to build 43,000 BTC, and now it wants investors to fund the next leg
Its new BitBonds program arrives after sub-1.0 mNAV effectively shut down common-share issuance in the second quarter.
ETF
Goldman Sachs drops $2.25 billion to hijack the Bitcoin yield market and leapfrog BlackRock by 19x
The acquisition brings Goldman Sachs the $30 billion NEOS ETF platforms that includes the $1.1 billion BTCI fund.
Derivatives
How a wall of 1.79 million Bitcoin is quietly choking every attempt to break above $65,000
Bitcoin’s quiet CPI reaction hides a billion-dollar battle between $60,000 and $70,000.
ETF
21Shares XRP ETF loses 54% of assets as redemptions lock in $13.4 million loss
TOXR assets fell from $247.7 million to $112.9 million during the first half as investors withdrew capital and the token dropped nearly 43%.
Regulation
A $36 billion lawsuit just turned Kalshi’s $40 billion valuation race into a federal market emergency
The emergency intervention comes as New York targets Kalshi through gambling law and broader consumer-protection scrutiny.
Digital Asset Treasuries
Tron Inc. put over 90% of assets behind an uninsured JustLend dependency as its TRX treasury kept growing
About 95% of assets are invested in or committed to TRX, with nearly $230 million routed through JustLend for staking yield.
Analysis
XRP loses $1 for the first time since Trump’s 2024 election as bearish bets surge and 200,000 XRP stolen
Short accounts now outnumber longs while weakening liquidity and negative CVD deepen concerns around the token’s latest selloff.