Analysis
New US inflation report leaves Bitcoin with a problem the Fed cannot solve yet
A cooler monthly PCE print gave markets a reason to breathe, while the annual number gave the Fed a reason to stay frozen.
Sentiment: Neutral
Latest stories
Digital Asset Treasuries
The US says it grabbed Iran’s crypto in a $1B seizure – will it end up in Trump’s Bitcoin Reserve?
Bessent’s Iran crypto seizure claim puts $1 billion in adversary assets between frozen wallets, forfeiture, and Trump’s Bitcoin Reserve.
Market
How Bitcoin will price Trump’s claim that Hormuz could reopen this weekend
Bitcoin is heading into a thin-liquidity weekend trapped between $72,500 support and $75,000 resistance, just as traders weigh how Trump’s Hormuz de-escalation claim affects the market.
Analysis
Strategy selling? Saylor’s Bitcoin transfer to Coinbase puts his treasury model under cash pressure
Strategy's Coinbase Prime transfer has revived debate over whether its treasury can remain untouched.
Mining
Bitcoin miners’ real prize is power as AI reshapes mining
Fidelity says AI demand is giving Bitcoin miners a more valuable use for their power infrastructure, and that could flatten the network’s hash-rate growth in 2026.
Regulation
Trump’s crypto push hits the Senate vote math behind CLARITY Act’s July 4 target
Trump, SEC Chair Paul Atkins and other crypto-aligned officials are pushing Congress to lock in a digital asset rulebook.
Market
Bitcoin avoided an inflation shock, now it has to prove the rally isn’t over
PCE came in broadly as expected, giving Bitcoin a macro stabilizer after its slide below $75,000, but bulls need a move back toward $80,000 to prove this is a reset.
Legal
New lawsuit claims Satoshi Nakamoto’s Bitcoin is “Lost Property” worth under $10 per wallet
The New York lawsuit creates a potential legal trap if the untouched coins ever move to regulated exchanges.
DeFi
Have AI agents made the entire $148 billion DeFi sector unsafe?
Researchers say agents can find vulnerabilities faster, raising pressure on protocols to move beyond point-in-time audits.
CBDCs
Central bank-backed tokenization pilot exposes settlement problem assets alone cannot solve
Project Acacia tested four settlement money models across 20 wholesale tokenized asset use cases, showing why tokenized markets depend on the cash leg.
Payments
Stablecoins were supposed to bypass credit cards, but now Visa is winning crypto card payments
Stablecoin cards are turning crypto balances into everyday spending power, exposing that the easiest path to mainstream adoption may be through Visa, the same payments giant crypto was supposed to disrupt.
DeFi
DeFi’s automated yield protocols were built for retail, now they just add another layer of risk
Stake DAO’s vsdCRV exploit shows how automated yield products can turn DeFi complexity into a black box for retail users.