AI exposure has become a balance-sheet test for miners that sold investors on HPC growth before Bitcoin gets any relief.
Liam 'Akiba' Wright 11 min read 
Bitcoin rose with crude oil while US equities were closed, then reversed as the S&P 500 fell, leaving flows, oil, and Fed risk in conflict.
Bitcoin is one Fed decision away from finding out whether its $80,000 rally has conviction or just relief.
The old summer sell signal looks weaker, but Bitcoin still needs inflation, jobs, and Fed data to hold the risk-on case.
A stalled market-structure bill could let exchanges test whether stablecoin rewards actually pull deposits from banks.
Grayscale’s decision to swap Coinbase for Anchorage in a new ETF filing is small on paper and significant in context because it shines a light on how much of Wall Street’s Bitcoin wrapper still depends on one custodian.
Bitcoin faces a 48-hour macro trap as the Fed speaks first, but GDP and PCE get the last word.
Stablecoins are finding their strongest argument in one of business’s oldest problems: moving money on time.
Gunman incident forces evacuation while the TRUMP token hovers near lows despite exclusive Mar-a-Lago gathering.
