Digital Asset Treasuries
Strategy hits a 5 week pause on Bitcoin, using $25M to quietly buy back its own discounted stock
Strategy spent $25 million on preferred shares below $100 and still has $975 million available for further repurchases.
Sentiment: Neutral
Latest stories
DeFi
SEC warning over crypto yield vaults puts DeFi’s secret human controllers in the crosshairs
Why your crypto yield vault might actually be an illegal fund under SEC scrutiny.
Macro
Bitcoin’s $65,000 rebound looks like a relief rally, but Wednesday’s Fed decision could turn it into a trap
Bitcoin traders are dropping their guard just as an oil shock puts a surprise Fed rate hike back on the table.
ETF
Why Hashdex’s new crypto ETF keeps 100% of your initial staking yields and 40% of everything else
Provider fees come first; above the annual threshold, excess net staking income is split 40% to Hashdex and 60% to the trust.
AI
The brutal $346M math behind Galaxy’s high-stakes race to build CoreWeave’s Texas AI mega-center
Phase II handovers are expected to begin in 2027 as the project company takes on fixed cash costs.
Regulation
Lawsuit claims 3.8M dormant BTC using police lost-and-found rules as Congress races to stop it with CLARITY
New CLARITY language would shield dormant self-custodied Bitcoin from state lost-property claims based on inactivity alone.
Tokenization
How 10 cows in Brazil unlocked a tokenized path to bridge an $8 trillion global finance gap
Livestock tokenization could unlock formal credit for farmers in countries where titles, insurance, and collateral systems are barriers.
Analysis
Multi-trillion-dollar offshore engine driving 90% of crypto trading arrives in America – and CME is suing to crush it
Coinbase became the latest exchange to bring crypto's dominant leveraged contract onshore even as a federal lawsuit contests the approval that made the move possible.
Analysis
Bitcoin price has a $64.5k trap as Sunday’s close forces traders between a $68k relief rally or a drop to $60k
Bitcoin’s Sunday close will determine whether $68,000 comes into view or $60,000 returns as the next major test.
Tokenization
Crypto promised to eliminate stockbrokers, but 94% of its tokenized market now relies on an Alpaca
Between the crypto wallet on your phone and a real share of Nvidia sits a California brokerage holding $1.5 billion in stock that almost no buyer of tokenized equities could name.
Technology
A $650 million wave of bridge hacks just triggered a $7 billion mass migration to Chainlink
Security concerns are driving projects toward CCIP while Chainlink expands into tokenized funds, collateral and foreign-exchange settlement.
Analysis
The $25 million Bitcoin glitch hiding inside Wall Street’s clearinghouses
Six regulated paths offer Bitcoin exposure, yet new research reveals pricing gaps that can reach $25 million.
