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’s price surged to just below $72,000 during the Asia trading session, even as South Korea’s equity market logged one of its sharpest two-day selloffs since the global financial crisis. The juxtaposition underscored how crypto can move to a different… Read More »Bitcoin Climbs Above $71,000 as South Korean Stocks Suffer an 18% Two‑Day Crash
U.S. broad money supply is back at all-time highs, yet Bitcoin is not. For crypto investors used to “liquidity up, BTC up” as a working rule of thumb, the current divergence between M2 and Bitcoin is forcing a rethink of… Read More »Why Surging U.S. M2 Money Supply Isn’t Lifting Bitcoin This Time
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 proposed upgrade to the XRP Ledger (XRPL) came close to introducing a critical vulnerability that, if activated, could have allowed attackers to spend funds from other people’s accounts without access to their private keys. The issue was caught before… Read More »XRPL’s Near-Miss: How a Batch Upgrade Bug Could Have Let Attackers Drain XRP Accounts
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
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