Public Bitcoin miners are suddenly being treated less like speculative crypto plays and more like scarce infrastructure assets. The reason has little to do with Bitcoin’s long‑term outlook and everything to do with a bottlenecked U.S. power grid and a… Read More »Why Wall Street Is Backing Bitcoin Miners as an AI Infrastructure Play
Bitcoin once again absorbed a major geopolitical shock over the weekend, whipsawing lower on news of U.S. and Israeli strikes on Iran before quickly recovering to the mid-$64,000 region. The initial selloff unfolded in thin weekend liquidity, but attention is… Read More »Bitcoin Shakes Off Iran Strike Shock, But ETF Flows May Decide Monday’s Direction
A new data-driven Bitcoin cycle framework, built on four full halving eras and stress-tested across multiple backtests, is projecting a deep but historically consistent drawdown into the next bear-market low. The model’s median path places the next cycle bottom in… Read More »New Bitcoin Halving-Cycle Model Points to $35,000 Bottom After 72% Drawdown
Block is executing one of the sharpest workforce resets in big-cap fintech, with CEO Jack Dorsey moving to cut nearly half of the company’s staff while asking investors to buy into an “AI-era” operating model and richer profit margins. The… Read More »Jack Dorsey’s ‘AI-Era’ Reset at Block: Halving Headcount to Double Down on Automation
Bitcoin’s latest rally has been running with a powerful tailwind behind it: a record build-up of margin debt in U.S. securities accounts, emerging recession signals, and a growing U.S. Treasury buyback program that is reshaping some of the macro plumbing… Read More »Bitcoin’s $1.2 Trillion Margin Tailwind: How Leverage, Recession Fears, and Treasury Buybacks Shape the Next Move
Strategy (formerly MicroStrategy) is quietly reshaping how institutions can take Bitcoin exposure, and the shift is starting to matter for the market’s largest listed Bitcoin proxy trade. While over $5 billion remains short MSTR, demand is building for the company’s… Read More »Strategy’s 11% Yield Lures Institutions as $5B MSTR Short Faces New Pressure
Publicly listed Bitcoin miners are starting to tap their once sacrosanct BTC treasuries, as winter power costs, weaker margins, and a pessimistic forward hashprice market put balance sheets under pressure. As of Feb. 20, public miners collectively held 115,335 BTC,… Read More »Bitcoin Miners Draw Down $7.4B Treasuries as Winter Power Costs Force 5,359 BTC Sell-Off
Within 72 hours in February, Brazil quietly removed one of the biggest cost barriers to importing top-tier Bitcoin mining hardware—and a major European utility publicly floated the idea of plugging miners into a massive Brazilian solar plant to monetize wasted… Read More »Brazil Axes Import Duties on High-End Bitcoin Miners as Energy Giants Eye Stranded Solar
Bitcoin’s Layer 1 is sending a very different signal from its price and derivatives markets. On-chain participation has been weakening for six straight months, even as transaction throughput and ETF trading keep the asset in constant motion. For traders and… Read More »Bitcoin Network Activity Shrinks as Spot ETFs See $4.5B Outflows in Early 2026
Bitcoin is back near the center of the U.S. conversation, even as its price drifts further from last year’s peak. Search data shows American interest in Bitcoin has climbed to its highest level in roughly five years, a pattern that… Read More »Why U.S. Interest in Bitcoin Is Surging Even as Prices Slide
Bitcoin’s price used to lurch on crypto-native headlines — major corporate buys, exchange blowups, or regulatory scares. In early 2026, that center of gravity has shifted. The latest shock to US jobs data and a cooler inflation print pushed bond… Read More »Why Bitcoin Is Trading Like a Bond as Jobs Vanish and Inflation Cools
Stablecoins have quietly become the closest thing crypto has to a native money supply. With a combined market cap of about $307.92 billion that has slipped roughly 1.13% over the past 30 days, this pool of on-chain “cash” has stopped… Read More »How a Shrinking Stablecoin ‘M2’ Is Squeezing Bitcoin Liquidity