Archive
Every story on the board, newest first. 534 stories since July 2026.
September 2026
- Sep 5Maximalist‘YOU DON’T ACTUALLY OWN THE MUSIC’ — RICK BEATO EXPLAINED BITCOIN TO 5.8 MILLION PEOPLE AND NEVER SAID THE WORD
- Sep 5MaximalistTHE EXCHANGE DIED. THE COINS DIDN’T — 61 BITCOIN COME HOME AFTER 14 YEARS — 5,500 MORE SIT IN A WALLET WAITING FOR OWNERS WHO CAN PROVE IT
- Sep 4FundamentalistDUTCH GOVERNMENT’S OWN COUNCIL: ‘THE WORLD AS WE KNEW IT NO LONGER EXISTS’ — RABOBANK: CENTRAL BANKS ARE ‘SECONDARY’ — A MANAGED EURO IS FORMALLY ON THE TABLE
- Sep 4TechnologistTREZOR LEAK GROWS BY 67,000 BUYERS — HOME ADDRESSES, FROM RECORDS A VENDOR SWORE IN WRITING WERE DELETED — THE KEYS HELD, THE PAPERWORK DIDN’T
- Sep 4CapitalistS&P HANDS OUT THREE SEATS — STRATEGY’S 845,050 BTC STILL DON’T COUNT AS EARNINGS
- Sep 4CapitalistTHE SHERIFFS STAND DOWN ON THE CLARITY ACT — ‘OPPOSED’ BECOMES ‘NEUTRAL’ AHEAD OF THE SENATE VOTE — THE LOUDEST BADGE IN THE ROOM JUST LEFT
- Sep 4TechnologistPWC: $31.6 TRILLION OF AI DATACENTERS BY 2050 — POWER, NOT MONEY, DECIDES WHERE IT LANDS — BITCOIN MINERS ALREADY OWN THE PLUGS
- Sep 4FundamentalistJOBS PRINT RUNS FIVE TIMES HOTTER THAN THE TREND — LAST MONTH’S ‘COLLAPSE’ GOT REVISED AWAY — RATE-HIKE BETS FIRM, BITCOIN SLIPS UNDER $80K
- Sep 4MaximalistIMF RULES EL SALVADOR’S NEW COINS WERE ALL ‘DONATIONS’ — THE STACK GREW TO 7,764 BTC ANYWAY — EVERYONE KEEPS THEIR STORY, BUKELE KEEPS THE COINS
- Sep 4TechnologistTHE WHOLE SELF-CUSTODY STACK PATCHED IN ONE WEEK — PASSPORT FIXES MULTISIG BUGS THAT COULD FAKE ‘CHANGE’ — FOURTH VENDOR IN FIVE DAYS, SAME LESSON: RUN CURRENT
- Sep 4MaximalistBITCOIN NEVER REJECTED CUBA — A U.S. COMPANY DID — GEYSER BLOCKS CUBA BITCOIN’S FUNDRAISER ON A ‘WALLET SANCTION CHECK’ THE FOUNDERS SAY MAKES NO SENSE
- Sep 4CapitalistCORNELL SCORES THE $300 BITCOIN TAX BREAK AS A MONEYMAKER — $859 MILLION MORE OVER TEN YEARS — THE COFFEE TAX WAS ONLY EVER COLLECTING PAPERWORK
- Sep 4TechnologistCOLDCARD MAKES THE DICE ROLLS CHECKABLE — ‘TREAT EVERY RELEASE AS CRITICAL’ — AND THE OLD SEEDS STILL HAVE TO GO
- Sep 4CapitalistCOINBASE ASKS THE SEC FOR WHAT ROBINHOOD JUST TOOK — FORM 1-N FILED FOR ROUND-THE-CLOCK STOCK BETS — THE SYNTHETIC-SHARES FIGHT GETS A LEGAL LANE
- Sep 4TechnologistA PING COULD CRASH YOUR LIGHTNING NODE — PATCHED, DISCLOSED, HANDLED — BUT DOCKER USERS GOT THE LABEL WITHOUT THE MEDICINE
- Sep 4FundamentalistONE BITCOIN NOW BUYS 18 OUNCES OF GOLD — BOTH ARE RALLYING, ONE IS WINNING — BESSENT: ‘THE WORLD IS AWASH IN DEBT’
- Sep 4CapitalistWALL STREET BUYS $731 MILLION OF BITCOIN IN ONE DAY — BIGGEST HAUL SINCE JANUARY — THEN THE JOBS PRINT TESTED ITS NERVE
- Sep 3FundamentalistTHE YEN IS UP 2.5% IN TWO DAYS AND IT IS HELPING BITCOIN TODAY — THE LAST TIME IT MOVED LIKE THIS, BITCOIN FELL ABOUT 20% IN DAYS — JAPAN DECIDES SEPTEMBER 18
- Sep 3FundamentalistYEN RESCUE ROUND TWO — SUSPECTED BOJ BUYING DRAGS THE DOLLAR TO 99 — BITCOIN TAKES THE OTHER SIDE AT $81,000
- Sep 3CapitalistSTRIVE'S CEO SAYS SECOND PLACE BY NEW YEAR IS POSSIBLE — TWENTY ONE HOLDS 88% MORE COINS — AND PUTS 31% LESS BITCOIN BEHIND EACH SHARE
- Sep 3CapitalistWALL STREET OWNS ALMOST NO BITCOIN — RIVER’S MATH SAYS THE GAP IS WORTH $250K TO $840K A COIN — THE SELLER DID THE ARITHMETIC
- Sep 3CapitalistSPOT BITCOIN ETFs TOOK IN $101.1M ON SEPTEMBER 2 — BLACKROCK'S IBIT PUT IN $115.4M OF IT — EVERY OTHER FUND TOGETHER WAS NEGATIVE
- Sep 3CapitalistTHE GOLDEN CROSS IS COMING AND EVERY DESK WILL POST THE SAME CHART — THEIR OWN COUNT SAYS NINE OF THE LAST TWELVE GOT UNDONE INSIDE A YEAR — THE THREE THAT HELD AVERAGED 250%
- Sep 3MaximalistGLASSNODE SAID THE COINS WERE MOVING INTO CUSTODY — 50,500 OF THEM SINCE JUNE — TODAY THE PRICE IS UP 5% AND RUNNING AT THE LEVEL THAT STOPPED IT IN AUGUST
- Sep 3FundamentalistFOUR NUMBERS FOR ONE MONTH OF PRICES — 3.7%, 3.3%, 2.3%, AND 54% — ON SEPTEMBER 30 THE GOVERNMENT REBUILDS THE INDEX AND 0.3 GOES AWAY
- Sep 3TechnologistNOBODY AGREES HOW MUCH BITCOIN A QUANTUM COMPUTER COULD REACH — THE PUBLISHED ESTIMATES RUN FROM 25% TO OVER 34% — A NEW DRAFT SAYS THE GAP IS ABOUT DEFINITIONS, NOT MATH
- Sep 3CapitalistEVERY ETF COMMENT LETTER MATCHES THE WRITER’S OWN BOOK — GRAYSCALE WANTS SECRECY, SCHWAB WANTS TIME, JANE STREET WANTS IT SLOW
- Sep 3FundamentalistTHE DUTCH PULLED 86 TONNES OF GOLD OUT OF AMERICA — ONLY 27 TONNES ACTUALLY MOVED — THEY SOLD THE OTHER 59 IN NEW YORK AND BOUGHT IT BACK IN LONDON
- Sep 3MaximalistTHE COLDCARD THIEF SAT ON 1,789 COINS FOR FIVE WEEKS AND FINALLY TRIED TO MOVE SOME — THE SWAPS KEPT BOUNCING BACK — GALAXY: “THEY KEEP GETTING REFUNDED AND HE KEEPS RETRYING”
- Sep 3CapitalistCME SAYS THE PERPETUAL FUTURE IS THE WRONG KIND OF CONTRACT — THE CFTC SAYS CME'S OWN VOLUMES WENT UP — “THIS LAWSUIT IS MUCH ADO ABOUT NOTHING”
- Sep 3CapitalistAMC’S CEO FINDS OUT ROBINHOOD SOLD A TOKEN WITH HIS COMPANY’S NAME ON IT — ‘WE HAVE NO CONNECTION TO THIS AT ALL’
- Sep 2TechnologistWALLETS OVER 100 COINS ADDED 60,000 BITCOIN IN AUGUST WHILE SMALLER WALLETS SOLD 47,000 — THE CHAIN SHOWS THE COINS MOVED — IT DOES NOT SHOW WHO MOVED THEM
- Sep 2CapitalistSAYLOR'S CHART PUTS STRATEGY SECOND ONLY TO BERKSHIRE — THE 10.75x IS RESERVE ASSETS OVER DEBT ALONE — PUT THE $14.79 BILLION OF PREFERRED BACK AND IT IS 3.4x
- Sep 2MaximalistTETHER FROZE $42 MILLION WITH NO WARRANT — THE PAPER SHOWED UP 112 DAYS LATER — AND THE COMPLAINT SAYS THE RESERVES KEPT EARNING INTEREST THE WHOLE TIME
- Sep 2TechnologistTHE MALWARE WATCHED YOUR CLIPBOARD AND SWAPPED THE ADDRESS BEFORE YOU PASTED IT — EIGHT YEARS, 15,000 MACHINES — THE SCREEN ON YOUR HARDWARE WALLET IS THE ONLY ONE THAT CHECKS
- Sep 2FundamentalistJAPAN'S THIRD-BIGGEST CORPORATE BITCOIN HOLDER SOLD EVERY OTHER COIN IT OWNED — FOUR TICKERS GONE FOR $5.5 MILLION — WHAT IS LEFT IS 1,506 BITCOIN AND NOTHING ELSE
- Sep 2CapitalistSTRATEGY'S CEO SAYS SELLING 7,000 BITCOIN NEAR $60,000 TO BUY 4,603 BACK AT $80,318 WAS THE RIGHT TRADE — HE MAY BE RIGHT — THE DIVIDEND CAME DUE EITHER WAY
- Sep 2MaximalistUPDATED: THE NYSE SAYS ITS 24-HOUR PLAN WAS SHAPED BY WATCHING BITCOIN NEVER CLOSE — THE SEC FILLS 27 SEATS IN A ROOM ON SEPTEMBER 17 TO WORK OUT HOW — SAME DAY THE BANK OF JAPAN SITS DOWN TO RAISE RATES
- Sep 2TechnologistTHE GRID JUST WROTE A RULE THAT DESCRIBES BITCOIN MINING AND NEVER SAYS THE WORD — 50 MEGAWATTS MAKES YOU A LARGE LOAD, 25 OF THEM IN COMPUTERS MAKES YOU A NEW SPECIES — LIVE DECEMBER 4
- Sep 2MaximalistTHE MINT WILL SELL YOU 25 DOLLARS FOR $61 — THE TRUMP COIN IS A COLLECTIBLE, NOT CIRCULATION — AND COOLIDGE BEAT HIM TO IT BY A HUNDRED YEARS
- Sep 2FundamentalistTHE COMPANY SAYS IT SCANS 21 MILLION LICENSES A MONTH AT 20,000 COUNTERS — IT HAS CONFIRMED NOTHING ABOUT THE BREACH — THE MACHINE IS THE STORY, NOT THE LEAK
- Sep 2CapitalistUPDATED: WE SAID 275 COINS LEFT — THE COMPANY'S OWN RELEASE SAYS 215 — THEY MINED ABOUT FOUR COINS IN TWO WEEKS AND SOLD SIXTY-FIVE
- Sep 2TechnologistTHE BRIDGE BETWEEN HARDWARE WALLETS AND BITCOIN CORE IS BEING RETIRED — NOT BECAUSE IT BROKE, BECAUSE PYTHON CANNOT BE BUILT THE SAME WAY TWICE — NO NEW DEVICES ACCEPTED AS OF NOW
- Sep 2TechnologistMINING DIFFICULTY HAS FALLEN YEAR OVER YEAR TWICE IN BITCOIN'S LIFE — THE FIRST TIME CHINA BANNED IT, THIS TIME THE MINERS TOOK A BETTER OFFER — THE BLOCKS NEVER STOPPED EITHER TIME
- Sep 2FundamentalistTHE BANK ABOUT TO RAISE JAPAN'S RATES OWNS 517.7 TRILLION YEN OF THE BONDS IT WILL MARK DOWN — 339 ISSUES, 217 OF THEM TWENTY YEARS AND LONGER — AND IT IS STILL BUYING
- Sep 2CapitalistADAM BACK BUYS INTO THE SAME FRENCH BITCOIN COMPANY TWICE IN FIVE DAYS — 52.7 MILLION WARRANTS CAME WITH IT — THE ROAD TO 27.8 PERCENT COSTS HIM NOTHING UNTIL THE STOCK MOVES
- Sep 1FundamentalistTHREE MEN, THREE JOBS, ONE CURRENCY — THE FED DECIDES THE PRICE OF MONEY SEPTEMBER 16 — YOU'RE NOT AT THAT TABLE
- Sep 1CapitalistSTRATEGY HAS SPENT $635 MILLION TO MOVE A SHARE $2.66 — PAR IS THE DOOR TO BUYING BITCOIN WITHOUT DILUTING MSTR — LAST WEEK THEY DILUTED MSTR TO GET THERE
- Sep 1Fundamentalist"PAID BY SELLING MORE SHARES OF STRC" — SCHIFF NAMED THE MECHANISM IN APRIL — SIX STRAIGHT FILINGS SHOW NOT ONE SHARE SOLD SINCE JULY, AND THE DIVIDEND WENT UP
- Sep 1Fundamentalist"STATISTICALLY INTERESTING, BUT NOT STATISTICALLY SIGNIFICANT" — COINBASE'S OWN DESK TESTED REKTEMBER AND BURIED IT — THREE SITES STILL QUOTED THREE DIFFERENT AVERAGES THIS WEEK
- Sep 1Capitalist"A MIRROR OF THE MARKET, NOT AN ARBITER OF IT" — STRATEGY TELLS MSCI TO WITHDRAW — THE TEST TURNS ON A WORD NO ACCOUNTING STANDARD DEFINES
- Sep 1TechnologistTHE CODE THAT CHANGES BITCOIN'S PROOF OF WORK IS STILL MARKED DRAFT — REVIEWERS FLAG AN ASSERTION THAT CRASHES THE NODE — AND YOU CAN READ EVERY LINE OF IT YOURSELF
- Sep 1CapitalistUPDATED: A TOKEN ON A NOTE ON A SHARE ON A COIN — BITFINEX WILL SELL YOU A SLICE OF STRC ON A BITCOIN SIDECHAIN
- Sep 1Capitalist"NEAR THE TOP OF A RANGE IT NEVER HOLDS FOR LONG" — BITCOIN AND GOLD HIT RECORD LOCKSTEP AS GOLD DROPS 6% IN SIX SESSIONS — MOVING TOGETHER IS NOT GOING THE SAME PLACE
- Sep 1Maximalist21 BANKS WILL PUT THE DOLLAR ON PUBLIC BLOCKCHAINS BY 2027 — NO NAME, NO CHAIN, NO ISSUER — THE RAILS WON, THE COIN STILL HAS A BANK BEHIND IT
August 2026
- Aug 31MaximalistYEN BREAKS 160 — SAME MORNING, BANK OF JAPAN POSTS ITS ¥2.5 TRILLION MONTHLY BOND-BUY CALENDAR
- Aug 31FundamentalistTHE 30-YEAR IS SIX HUNDREDTHS OF A POINT FROM WHERE IT SAT IN JANUARY 2007 — THE TREASURY SECRETARY SAYS HE HASN'T BOUGHT ANYTHING YET — BITCOIN CLOSED AUGUST UP ABOUT 25%
- Aug 31CapitalistSTRIVE BOUGHT 1,800 BITCOIN AT $79,431 THE SAME WEEK AS STRATEGY — IT GREW ITS STACK 15 TIMES FASTER — AND ITS 8-K DOESN'T SAY HOW IT PAID
- Aug 31CapitalistSTRIVE BUYS ITS WAY TO FIFTH PLACE — TD COWEN STOPS MODELING AND STARTS CHASING
- Aug 31CapitalistSTRATEGY BOUGHT 4,603 BITCOIN AT $80,318 — IT DIDN'T TOUCH THE $6.69 BILLION IN CASH, IT SOLD STOCK — AND A THIRD OF THAT RAISE WENT TO PREFERRED HOLDERS, NOT COINS
- Aug 31TechnologistA BROKERAGE'S OWN CHAIN OUT-EARNED ETHEREUM IN A DAY — $875 MILLION TRADED — AND WHAT'S MOVING ON IT IS MOSTLY STOCKS
- Aug 31MaximalistHE BURNED 107 COINS INTO AN ADDRESS MADE OF 21 ONES — ANALYSTS REBUILT TWELVE YEARS OF HIS MONEY FROM EXCHANGE RECEIPTS ANYWAY — THE ONE MOVE NOBODY CAN EXPLAIN IS THE ONE NOBODY CAN UNDO
- Aug 31FundamentalistSTRIVE SAYS IT HAS ZERO DEBT AND IT IS TELLING THE TRUTH — 40% OF ITS BITCOIN IS STILL SPOKEN FOR — STRATEGY CARRIES $22 BILLION IN CLAIMS AND LEAVES ITS OWNERS MORE
- Aug 31FundamentalistTWO COURTS, OPPOSITE ANSWERS — A JUDGE SAYS A BET IS STILL A BET "EVEN WHEN CALLED BY ANOTHER NAME" — THE SUPREME COURT PETITION IS DUE SEPTEMBER 3
- Aug 31CapitalistMSCI REWROTE ITS CRYPTO RULE TO BE ASSET-NEUTRAL — IT STILL CATCHES THE SAME THREE COMPANIES — STRATEGY SAYS IT ISN'T MATERIAL AND WROTE A LETTER ANYWAY
- Aug 31MaximalistUPDATED: METAPLANET SENT 10,270 BITCOIN TO AN EXCHANGE IN SIX DAYS — 10,270 COINS, $806 MILLION — AND SAID NOTHING
- Aug 31CapitalistMETAPLANET HAS MOVED $374 MILLION IN BITCOIN TO COINBASE IN SIX DAYS — THE CEO SAYS IT ISN'T SELLING — THE COMPANY IS $782 MILLION UNDERWATER ON THE STACK
- Aug 31TechnologistNYSE'S PARENT JUST BOUGHT INTO 103 BLOCKCHAIN PATENTS — THE FIRST THING ON THE LIST IS CALLED "COMPLIANCE-AWARE TRANSFER LOGIC" — THAT IS A PATENT ON BEING THE PERSON WHO CAN SAY NO
- Aug 31CapitalistBLACKROCK TOOK IN $938 MILLION LAST WEEK — EVERY BITCOIN ETF PUT TOGETHER TOOK IN $924 MILLION — EVERYBODY ELSE, ADDED UP, WAS A LEAK
- Aug 31CapitalistA $90 TRILLION MARKET WANTS TO COME HOME — KRAKEN'S PARENT FILED THE OUTLINE — THE PAPERWORK TAKES A YEAR IF IT GOES FAST
- Aug 31TechnologistOCEAN LOSES ITS FOUNDER — DASHJR WALKS AFTER BIP-110 WRECK, RIDES OFF IN ‘CONVOY’
- Aug 31Technologist$600,000 BOUGHT A FAKE PRICE AND $120 MILLION IN LOANS — THEN CRONOS TURNED THE WHOLE CHAIN OFF — "NOTHING HERE WAS HACKED"
- Aug 31TechnologistTHE CONTAINER REPORTED THE PATCHED VERSION ON STARTUP — THE PATCH WAS NOT IN IT — A VERSION LABEL IS NOT AN ARTIFACT
- Aug 31MaximalistCHINA PUT 244 GOVERNMENT SHIPS AROUND TAIWAN IN ONE MONTH — FOUR TIMES LAST YEAR — NEARLY EVERY MACHINE THAT MINES BITCOIN IS BUILT INSIDE THAT CIRCLE
- Aug 31FundamentalistSTRIP THE BUSINESS CYCLE OUT AND AMERICA STILL RUNS A 6.1% DEFICIT — THE FIFTY-YEAR AVERAGE IS 3.7% — THIS IS NOT THE ECONOMY, IT IS THE PLAN
- Aug 31FundamentalistFIFTEEN BILLION DOLLARS RUSHED INTO TOKENIZED IOUS — THE SAME MONTH NOBODY WANTED THE REAL ONES — BLACKROCK TAKES BACK THE CROWN AT $2.8 BILLION
- Aug 31CapitalistUPDATED: SEPTEMBER HIKE ODDS NOW 64% AND BITCOIN BARELY MOVED — AND BITCOIN BARELY MOVED — BEST MONTH SINCE 2017
- Aug 31MaximalistTHE U.S. HIT AN IRANIAN ISLAND IN THE STRAIT OF HORMUZ — OIL JUMPED, STOCKS FELL, GOLD FELL TOO — BITCOIN DIDN'T MOVE
- Aug 31TechnologistUPDATED: THE FORK ZERO BLOCKS SIGNALED FOR HAS MINED 800 BLOCKS — DASHJR PICKS BLAKE2b TO ‘FIRE THE MINERS’ — AND CAPS BLOCKS AT 300 KB
- Aug 31FundamentalistTHE TREASURY SECRETARY SAYS HE HAS INFORMATION THE MARKET DOESN'T — ABOUT WHEN JAPAN RAISES RATES — AND HE MEETS THE BANK OF JAPAN'S GOVERNOR THE NEXT DAY
- Aug 31TechnologistA BUG THAT ALREADY COST $110 MILLION JUST TOOK $234,000 MORE — ONE SATOSHI BOUGHT THE WHOLE POOL — THE COMPANY THAT WOULD HAVE FIXED IT DISSOLVED IN MARCH
- Aug 30CapitalistSTEAK 'N SHAKE CALLS ITSELF A BITCOIN COMPANY NOW — PAYS WORKERS 21 CENTS AN HOUR IN SATS WHILE PROFITS FELL 85% THIS YEAR
- Aug 30CapitalistRUSSIA'S BIGGEST BANK WILL LEND AGAINST YOUR BITCOIN — SBER EXPANDS CRYPTO COLLATERAL LOANS, BUT ORDINARY RUSSIANS ARE CAPPED AT 300,000 RUBLES A YEAR
- Aug 30CapitalistSAYLOR POSTS "WE'RE ₿ACK" AFTER TWO SILENT WEEKS — STRATEGY SITS ON $6.69 BILLION IN CASH, READY TO BUY AGAIN
- Aug 30FundamentalistFEDWATCH FLIPS HAWKISH — SEPTEMBER HIKE ODDS JUMP FROM 40% TO 57% IN ONE WEEK — WARSH CALLED 2% A "FIRM, FIXED TARGET," INFLATION IS STILL RUNNING DOUBLE THAT
- Aug 30TechnologistECB BOARD MEMBER TITLES HER OWN SPEECH "CENTRAL BANKS ON-CHAIN" — HER FIX FOR STABLECOINS IS TO BUILD ONE OF HER OWN
- Aug 30Maximalist$500 MILLION IN DORMANT BITCOIN MOVED IN AUGUST — FIVE TIMES JULY'S PACE — AFTER THE COLDCARD EXPLOIT AND TWO WALLET-MAKER BREACHES
- Aug 30FundamentalistCOMMODITIES FALL TO A 50-YEAR LOW AGAINST STOCKS — THREE WALL STREET DESKS SAY BUY THE UPCYCLE, BITCOIN DOESN'T NEED THEIR PERMISSION
- Aug 30FundamentalistMAPPED BY CONGRESSIONAL DISTRICT, TWO WEEKS BEFORE A 60-VOTE SENATE SHOWDOWN — THE CRYPTO LOBBY WEIGHTED ITS POLL BY PARTY AND PUBLISHED EVERY BREAKDOWN EXCEPT THAT ONE — BITCOIN'S CLASSIFICATION WASN'T GRANTED BY CONGRESS
- Aug 30CapitalistBITCOIN RELOADS AT $78,650 AFTER A $76 MILLION LIQUIDATION FLUSH — $81,000 IS THE NEXT WALL, SEPTEMBER BRINGS THE FED AND CLARITY ACT
- Aug 30CapitalistBITCOIN OPTIONS BOOK SHOWS $44 BILLION IN BETS — CALLS STILL WIN THE COUNT, BUT FRESH MONEY IS BUYING PUTS INTO SEPTEMBER
- Aug 30FundamentalistBIS CHIEF SAYS $308 BILLION IN STABLECOINS ISN'T REAL MONEY — THE FIX HE WANTS IS BANKS HOLDING YOUR TOKENS INSTEAD
- Aug 29FundamentalistTREASURY CUTS EGYPTIAN STATE BANK OFF THE DOLLAR OVER $1.8B IN IRAN TIES — CHINA MOVES 90% OF IRAN’S OIL AND FACES NOTHING
- Aug 29TechnologistSIX WALLETS DORMANT SINCE 2011 WAKE UP, MOVE $40M — MOST OF IT GOES TO CUSTODY, NOT EXCHANGES
- Aug 29CapitalistCRYPTOQUANT: BITCOIN'S TOP WON'T BE MADE IN AMERICA — WATCH FOR A KOREAN BANKER SELLING GRANDMA AN ETF
- Aug 28FundamentalistWARSH'S FIRST JACKSON HOLE SPEECH: 'WE HAVE WORK TO DO' ON INFLATION — FED CHAIR SAYS 65 MONTHS OF IT IS THE CENTRAL BANK'S OWN FAULT, BITCOIN DROPS TO $78,700
- Aug 28CapitalistUS BITCOIN MINING SHARE DROPS TO 36.7% AS RUSSIA AND CHINA GRAB GROUND — GLOBAL HASHRATE FELL EVERYWHERE, AMERICA JUST FELL FASTEST
- Aug 28MaximalistPUBLIC CITIZEN: TRUMP'S CRYPTO INVESTORS ARE $4.7 BILLION UNDERWATER — HE POCKETED $1.4 BILLION HIMSELF, RISK-FREE
- Aug 28CapitalistSTRATEGY'S STOCK PREMIUM ON ITS OWN BITCOIN JUST HIT 1.01X — ARTHUR HAYES SAYS SAYLOR HAS THREE OPTIONS LEFT AND ALL OF THEM COST SOMETHING
- Aug 28TechnologistPAKISTAN RUNS A STATE BITCOIN RESERVE ON SEIZED COINS AND 2,000 MEGAWATTS OF SPARE POWER — ITS OWN FINANCE SECRETARY ADMITS THERE'S NO LAW COVERING IT
- Aug 28FundamentalistFED'S NEW CHIEF SPEAKS FRIDAY — BITCOIN AND GOLD ARE BETTING HE BLINKS ON THE $40 TRILLION DEBT
- Aug 28MaximalistHAL FINNEY, TWELVE YEARS GONE — HE RECEIVED BITCOIN’S FIRST TRANSACTION, THEN KEPT BUILDING THROUGH ALS UNTIL HE COULDN’T TYPE ANYMORE
- Aug 28TechnologistDALLAS FED WARNS 24/7 TOKENIZED DEPOSITS COULD DRAIN $580 BILLION FROM BANK LENDING CAPACITY — SPEED OF THE TRANSFER ISN'T SPEED OF THE SETTLEMENT
- Aug 28FundamentalistBITCOIN'S COINBASE PRICE FLIPS ABOVE BINANCE FOR THE FIRST TIME SINCE MAY — AMERICANS ARE NOW PAYING MORE FOR THE SAME COIN
- Aug 28FundamentalistCLARITY ACT SLIPS TO SEPTEMBER — BANKS DON'T WAIT: 30+ LENDERS WORTH $10 TRILLION ALREADY BUILDING THEIR OWN TOKENIZED RAILS
- Aug 28FundamentalistCHICAGO BUSINESS ACTIVITY CRASHES TO 47.1 — ONLY 8% OF AMERICANS EXPECT THEIR PAY TO BEAT INFLATION — THE FED’S TWO JOBS ARE NOW FIGHTING EACH OTHER
- Aug 28MaximalistNEW GLOBAL CRYPTO TAX NET COVERS JUST 14% OF THE MONEY — CHAINALYSIS SAYS 86% STILL MOVES WHERE NO GOVERNMENT CAN SEE IT
- Aug 28CapitalistCAPITAL B RAISES €21 MILLION TO BUY MORE BITCOIN — ADAM BACK AND A PARIS FUND DOUBLE DOWN AGAIN, ABOVE MARKET PRICE — STRATEGY’S PLAYBOOK NOW RUNS IN EUROPE
- Aug 28FundamentalistBITCOIN HOLDS $80,000 AND SOLANA RUNS 20% ON THE WEEK — MARKETS PRICE IN CHEAPER MONEY BEFORE WARSH EVEN REACHES THE PODIUM
- Aug 28CapitalistBITCOIN ETFS TOP $100 BILLION — NINE STRAIGHT DAYS OF BUYING — BLACKROCK PULLS IN $277 MILLION WHILE FIDELITY SELLS THE SAME DAY
- Aug 27CapitalistBANK OF ENGLAND DROPS ITS STABLECOIN HOLDING CAPS AFTER YEARS OF INDUSTRY PRESSURE — REPLACES THEM WITH A £40 BILLION ISSUANCE CEILING — AND HANDS ITSELF A NEW LEGAL MANDATE OVER "INNOVATION" WHILE IT'S AT IT
- Aug 27FundamentalistTHE WALL IS MAPPED — NEARLY 8% OF ALL BITCOIN LAST CHANGED HANDS BETWEEN $80,000 AND $82,000 — EVERY OVERHEAD TEST NOW SITS IN ONE BAND
- Aug 27TechnologistSPARROW WALLET FIXES DOZENS OF SECURITY BUGS — DEVELOPER CREDITS UNRESTRICTED CHINESE AI MODELS FOR FINDING MOST OF THEM — "NOTHING WAS LIKELY TO PUT FUNDS AT RISK"
- Aug 27CapitalistSOFTBANK STACKS A FOURTH LAYER OF DEBT ON ITS OPENAI BET — $20 BILLION SHORT EVEN AFTER THE NEXT BOND SALE — THE AI BOOM RUNS ON REFINANCING
- Aug 27FundamentalistTHE RALLY PASSED ITS LIE-DETECTOR TEST — ORDER BOOKS STAYED DEEP THROUGH THE WHOLE 25% RUN — REAL MONEY, NOT AN AIR POCKET
- Aug 27CapitalistPOLYMARKET PULLS ITS NFL BETS ONE DAY BEFORE LAUNCH — SAME WEEK IT GETS THE CFTC'S OK ON BITCOIN — SPORTS STAYS STUCK, BITCOIN WALKS THROUGH THE FRONT DOOR
- Aug 27TechnologistPARAGUAY ANALYSTS CLAIM BITCOIN MINING EATS 30% OF THE COUNTRY'S OWN POWER — THE UTILITY SAYS IT'S A TURBINE AND A HALF OF ITAIPU AND CALLS IT A GRID ASSET — CONTRACTS EXPIRE 2027
- Aug 27FundamentalistOCC AND FDIC FINALIZE RULE FORCING REGULATORS TO SHOW THEIR WORK — "UNSAFE OR UNSOUND" NOW NEEDS AN ACTUAL VIOLATION, NOT A VIBE — ANOTHER BRICK OUT OF CHOKE POINT 2.0'S WALL
- Aug 27CapitalistTHE WORLD’S BIGGEST ASSET MANAGER PICKS A LANE — MITCHNICK: RISK-OFF IS “THE NARRATIVE TO BET ON” — RECORD UP-WEEK VOLUME SAYS THE CLIENTS AGREE
- Aug 27FundamentalistTREASURY QUIETLY DOUBLES ITS OWN BOND BUYBACK — DINES SAYS BITCOIN GRABBED THE BEACHHEAD, NOT THE WAR.
- Aug 27TechnologistJACKSON HOLE PUTS BITCOIN ON THE AGENDA FOR THE FIRST TIME EVER — FED CHAIR WARSH KEYNOTES FRIDAY AFTER DIVESTING A DOZEN CRYPTO STAKES
- Aug 27FundamentalistTHE MARKET STARTS PRICING A HIKE — BITCOIN COOLS UNDER $79,000 AFTER ITS FIRST $80,000 TOUCH SINCE MAY — WARSH GETS HIS FIRST JACKSON HOLE PODIUM FRIDAY
- Aug 27CapitalistEIGHT GREEN DAYS, $2.8 BILLION IN — AUGUST IS ALREADY THE ETF SHELF’S BEST MONTH OF THE YEAR — AND THE YEAR IS STILL RED
- Aug 27FundamentalistCZ SAYS BITCOIN CAN PASS GOLD NEXT CYCLE — THE GAP IS TEN-TO-ONE AND BUILT ON DECADES OF STATE PLUMBING — “A SHIFT TO BITCOIN WILL NOT HAPPEN OVERNIGHT”
- Aug 27CapitalistA SOUTH DAKOTA BANKER FIRES BACK ON CLARITY — “INNOVATION DESERVES A LEVEL PLAYING FIELD. SO DOES MAIN STREET.” — THE REWARDS FIGHT NOW HAS A FACE
- Aug 27Maximalist$6.4 BILLION IN BITCOIN OPTIONS EXPIRE FRIDAY MORNING — RIGHT AS WARSH TAKES THE JACKSON HOLE STAGE — 62% OF THE BETS ARE ALREADY WORTHLESS
- Aug 27FundamentalistTOKYO KEEPS THE HIKE DOOR OPEN — BOJ’S NUMBER TWO WON’T CALM SEPTEMBER BETS — THE WORLD’S CHEAPEST MONEY GETS ANOTHER WOBBLE
- Aug 27MaximalistBLACKROCK'S OWN BITCOIN BOSS SAYS THE CASE IS GETTING STRONGER — FUNNY, HIS FUND JUST POCKETED $1.3 BILLION IN A WEEK
- Aug 27TechnologistQUANTUM-PROOF BITCOIN SPEND HITS MAINNET — NO FORK, NO VOTE, JUST CODE — "IT HAPPENED ON MAINNET"
- Aug 27CapitalistANTHROPIC HANDS NSCALE $45 BILLION FOR A WEST VIRGINIA GAS-POWERED AI CAMPUS — THE COMPANY WAS BORN INSIDE A BITCOIN MINER
- Aug 26FundamentalistVANECK TELLS CNBC ALL 12 SURRENDER SIGNALS HAVE FIRED — “THE 4-YEAR CYCLE WOULD SUGGEST AN OCTOBER BOTTOM” — EVEN THE CHYRON CREDITS THE TREASURY
- Aug 26TechnologistTREASURY STANDS UP A QUANTUM TASK FORCE WITH A DIGITAL-ASSET DESK — THE PROTOCOL ALREADY HAS ITS ANSWER MOVING — MOST CHAINS HAVE NONE
- Aug 26CapitalistSTRATEGY’S 840,447 BITCOIN SIT BEHIND $22 BILLION IN SENIOR CLAIMS — THE FLYWHEEL RUNS ON WALL STREET, NOT SATOSHI — READ THE STACK BEFORE YOU CALL IT A PROXY
- Aug 26TechnologistSTARKWARE SAYS IT PUT THE FIRST QUANTUM-RESISTANT TRANSACTION ON BITCOIN ITSELF — NO RULE CHANGE, JUST HOURS OF GRINDING AND A FRIENDLY MINER — TWO RIVAL ANSWERS TO ONE PROBLEM, HOURS APART
- Aug 26TechnologistBITCOIN’S FIRST QUANTUM-PROOF SIGNATURE PLAN HITS PAPER — 13X SMALLER THAN THE GOVERNMENT’S VERSIONS — THE FINE PRINT SAYS “SECURITY PROOF: TODO”
- Aug 26TechnologistBITCOIN GETS A QUANTUM-PROOF SIGNATURE — BUT THE MATH ISN'T PROVEN YET
- Aug 26MaximalistSEC SENDS ITS CRYPTO CUSTODY RULE TO THE WHITE HOUSE — TEXT STILL SECRET — WHOEVER DEFINES “QUALIFIED CUSTODIAN” DEFINES WHO HOLDS YOUR KEYS
- Aug 26MaximalistCHINA’S HIRED HACKERS WERE INSIDE THE FED, NASA, DOJ, AND THE SENATE — RUNNING SINCE 2018, AND WASHINGTON WON’T SAY WHAT THEY SAW — YOUR KEYS DON’T HAVE A DOMAIN TO SEIZE
- Aug 26FundamentalistONE MAP FOR THE WHOLE WEEK — BUYBACKS, IRAN, CANADA: THE OFFSHORE DOLLAR IS BEING PULLED HOME — BITCOIN’S CANDLE WAS BIG MONEY GETTING IN FIRST
- Aug 26CapitalistSAYLOR: BITCOIN GREW UP — SELF-CUSTODY AND FOUNDER WORSHIP ARE OPTIONAL NOW
- Aug 26TechnologistCLN TO NODE RUNNERS: UPGRADE OR GO OFFLINE — START9 SHIPS AN OFFLINE-BY-DEFAULT UPDATE THE SAME DAY — FIX DETAILS SEALED FOR TWO WEEKS
- Aug 25FundamentalistTREASURY DOUBLES THE BUYBACKS — AND THE DEBASEMENT TRADE WALKS BACK IN AT $81,000
- Aug 25CapitalistNINE AND A HALF BILLION UNDER TO FOUR AND SEVEN TENTHS AHEAD — IN ONE WEEK, AND NOBODY SOLD
- Aug 25CapitalistTHE RISK WAS NEVER THE PRICE — STRATEGY’S $66 BILLION MACHINE RUNS ON THE NEXT RAISE
- Aug 25CapitalistMETAPLANET MOVES 1,000 BITCOIN TO COINBASE PRIME — AND IT ISN'T SELLING
- Aug 25MaximalistHAYES CALLS THE BUYBACK A BULL HORN — $110,000 “IN WEEKS,” MAXIMUM RISK ON
- Aug 25TechnologistGALAXY PUTS A NUMBER ON THE COLDCARD HACK — 1,789 BTC GONE, 87% JUST SITTING THERE
- Aug 25TechnologistSHORTS EAT $330 MILLION AS BITCOIN SQUEEZES TO $79K — AND THE LEVERAGE NOW SETTLES IN DOLLARS
- Aug 25TechnologistOPEN INTEREST HITS $140 BILLION — THE RALLY IS RENTING ITS CONVICTION
- Aug 25MaximalistTHEY WANT TO KYC THE HANDOFF — THE FIGHT MOVES FROM THE ISSUER TO THE WALLET
- Aug 24CapitalistSTRIVE ADDS 1,110 BTC — $81.5M AT $73,409 AVG, 21,356 HELD, CAP CATEGORY WIDENS
- Aug 24CapitalistSTRIVE TURNS FRESH STOCK INTO $81.5M OF BITCOIN — CEO CALLS IT THE 'FASTEST HORSE,' THE FILING CALLS IT 3.6 MILLION NEW SHARES
- Aug 24CapitalistSTRIVE SCOOPS 1,110 BITCOIN — AND ITS CASH PILE GREW WHILE IT BOUGHT
- Aug 24CapitalistSTRATEGY BUYS ZERO BITCOIN, STACKS $6.69 BILLION CASH — SAYLOR LOADS THE GUN INSTEAD OF FIRING IT
- Aug 24CapitalistSTRATEGY SOLD $2 BILLION IN STOCK THIS WEEK — AND NOT ONE BITCOIN — BUILDS $6.7 BILLION DRY POWDER, BUYS BACK $136M IN STRC
- Aug 24TechnologistTRUST NO ONE, THEY SAID — TURNS OUT YOU WERE THE WEAK LINK
- Aug 24CapitalistSAYLOR DECLARES A “BITCOIN REFORMATION” — OLD RULES OUT, “SELF-CUSTODY IS A RIGHT, NOT A RITUAL” — BITCOIN AS CAPITAL FOR EVERYONE
- Aug 24FundamentalistLEPARD: STABLECOINS WON’T SAVE THE TREASURY — $255 BILLION COVERS 3% OF THE $8 TRILLION ROLLOVER
- Aug 24Fundamentalist$4,620 GOLD — TREASURY BUYBACKS DO THE DEBASEMENT WORK THE FED WON'T
- Aug 24CapitalistSTRONGEST ETF WEEK SINCE OCTOBER — $1.9 BILLION OF NEW CASH WALKS BITCOIN TO THE DOOR OF $80K.
- Aug 24MaximalistTHE FED MEASURED THE NEXT WAVE — 84% of owners can’t call a return, and they bought anyway
- Aug 24MaximalistVOTERS RANKED 19 BITCOIN PITCHES — THE JARGON LOST — “START WITH $10” WON
- Aug 24TechnologistFIRST BITCOIN PAYMENT ALL MONTH — the beach that banked on spending meets money too hard to spend
- Aug 24FundamentalistTREASURY TRIES TO BRIBE THE BOND MARKET — BITCOIN TAKES THE HINT AND RUNS.
- Aug 24CapitalistBESSENT LAUNCHES “OPERATION ECONOMIC OUTCAST” — SECONDARY SANCTIONS SPREAD TO DIGITAL ASSETS, GOLD, PLANES, TECH, SHIPS — “UNTIL TEHRAN STANDS ALONE”
- Aug 24CapitalistAI CAN COPY ANY BUSINESS — IT STILL CAN’T MAKE MORE BITCOIN
- Aug 24TechnologistAI CAN OUTRUN ANY COMPANY BY MORNING — BITCOIN HAS "NO CUSTOMER BASE TO POACH"
- Aug 23CapitalistBEARS GET WIPED OUT — BITCOIN RIPS TO $73K IN RECORD ONE-DAY LIQUIDATIONS — TREASURY CALLS ITS MONEY MOVE A 'BULLISH CATALYST'
- Aug 23SCHIFF WARNS AI IS BITCOIN’S BIGGEST THREAT — THE ONE ASSET AI CAN’T INFLATE
- Aug 23CapitalistSAYLOR TWEETS PHILOSOPHY WHILE STRATEGY SELLS — NO BUY SINCE JUNE 22, FOUR SALES TOTALING 6,916 BTC
- Aug 23FundamentalistDALIO BACKS BITCOIN — DEBT COULD HIT $60 TRILLION IN A DECADE, “3 YEARS GIVE OR TAKE 2” TO A CRISIS
- Aug 23CapitalistBITCOIN JUST HAD ITS BIGGEST WEEK IN HISTORY — UP $14,264, BROKE OUT AGAINST BOTH DOLLAR AND GOLD
- Aug 23TechnologistAI IS BUYING THE POWER — TETHER LOSES $120M URUGUAY MINE, 150 EH/S OFF THE NETWORK
- Aug 22CapitalistTREASURY DOUBLES ITS BOND BUYING — GOLD AND BITCOIN DOUBLE DOWN INSTEAD.
- Aug 22MaximalistUK Tax Agency Sent 81,000 Warning Letters To Crypto Investors This Year. They Will See Your Offshore Accounts In 2027.
- Aug 22FundamentalistKiyosaki Calls the $4 Billion Treasury Buyback “QE” — 30-Year Yield 5.34%, Debt Crosses $40 Trillion, He’s Buying Bitcoin
- Aug 22FundamentalistStandard Chartered Says $100K May Be Too Low — $1.44 Billion in Shorts Wiped, $126,000 Back on the Table
- Aug 22MaximalistILLINOIS PASSED A TAX THAT HITS YOU EVEN WHEN YOU "BUY NOTHING, SELL NOTHING, GAIN NOTHING." THE CRYPTO INDUSTRY SUED YESTERDAY.
- Aug 22FundamentalistGRAYSCALE CALLS THE TURN — BITCOIN DOWN 50%, HALF THE USUAL 80% CYCLE DRAWDOWN, SHALLOWEST BEAR IN HISTORY
- Aug 22FundamentalistFORMER PIMCO BOSS SAYS THE BOND SELLOFF IS "NO ORDINARY" ONE. NET INTEREST ON THE DEBT IS NOW $963 BILLION. SECOND ONLY TO SOCIAL SECURITY.
- Aug 21FundamentalistTREASURY'S $4 BILLION BOND RESCUE FAILS IN HOURS — DEBT HITS $40 TRILLION, BITCOIN HITS $75K ANYWAY
- Aug 21CapitalistSTRATEGY BENCHES THE BITCOIN BUTTON, HOARDS $4.8 BILLION CASH — STOCK RIPS TO A TWO-MONTH HIGH ANYWAY
- Aug 21CapitalistSTRATEGY BTC TREASURY BACK IN PROFIT — BTC PASSES $77K, CLEARS $75,385 COST BASIS ON 840,447 COINS. YTD +$450M. PHONG LE SAYS RESUMED BUYING BEFORE YEAR-END.
- Aug 21FundamentalistSOVEREIGN COLD STORAGE -- WITT SAYS SEIZED BTC SITS IN DRAWERS OF DESKS WHILE EO 14233 LOCKS RESERVE PERMANENT
- Aug 21FundamentalistDALIO: DEBT CRISIS HITS IN 'THREE YEARS, GIVE OR TAKE TWO' — HIS FIX: GOLD AND BITCOIN, NOT BONDS.
- Aug 21TechnologistTHE BIGGEST GRID IN AMERICA PUT AI DATA CENTERS FIRST IN LINE TO GO DARK. BITCOIN MINERS ALREADY HAD THAT DEAL. VOLUNTARILY.
- Aug 21FundamentalistTREASURY WILL BUY BACK $4 BILLION OF ITS OWN LONG-TERM BONDS AT A TIME. NOBODY WILL CALL IT MONEY PRINTING. BITCOIN JUMPED 24% ANYWAY.
- Aug 21Fundamentalist13.78 CENTS TO MAKE A NICKEL -- CONGRESS QUIETLY VOTES TO HOLLOW THE COIN, PENNY-1982 PLAYBOOK REPRISED
- Aug 21CapitalistIBIT EATS THE WRAPPER CLASS — HASHDEX SHUTS FIRST SPOT BTC ETF EVER LIQUIDATED, IBIT 83% OF THURSDAY'S HAUL
- Aug 21FundamentalistTWO TAPES, ONE INFLATION — BITCOIN $79K WHILE 47% OF BNPL USERS PAY LATE, 29% FINANCE GROCERIES
- Aug 21FundamentalistBITGET CEO SAYS THE US WON'T BUY BITCOIN. BITGET MAKES MONEY WHEN BITCOIN DOESN'T MOVE.
- Aug 21FundamentalistBITCOIN JUMPED TO $79,000. PETER SCHIFF ADMITTED HE WAS WRONG. WELL, SORT OF.
- Aug 21Fundamentalist$40 TRILLION IN DEBT — BESSENT KNOWS THE MATH SO WASHINGTON IS QUIETLY BUILDING BITCOIN'S BACKUP PLAN.
- Aug 21CapitalistWRAPPER-CLASS DESKS SIGN THE $80K MEMO -- BERNSTEIN CALLS LIQUIDITY-DRIVEN MOMENTUM SHIFT AS ETF FLOWS REBOUND
- Aug 20Fundamentalist"WE'RE GOING TO INCREASE THE BUYBACK" — BESSENT DOUBLES DOWN AS $40 TRILLION IN DEBT SPOOKS THE BOND MARKET
- Aug 20CapitalistTRUMP "BULLISH" ON CLARITY IN THE OVAL OFFICE — NASDAQ, ICE, KRAKEN, COINBASE, RIPPLE CEOs IN THE ROOM. STRATEGIC BTC RESERVE BROUGHT UP. SEPT 15 IS THE SENATE MARKER.
- Aug 20FundamentalistTRUMP CALLS "ECONOMIC D-DAY" ON IRAN — YIELDS SNAP BACK, BTC PRINTS $72.5K, TREASURY INTERVENTION LASTED 24 HOURS
- Aug 20MaximalistSECTION 10604 + SECTION 10605 — THE OPEN-SOURCE DEVELOPER SHIELD AND THE KEEP YOUR COINS ACT DIE IF CLARITY FAILS SEPT 15. POLYMARKET SAYS 25%.
- Aug 20TechnologistSTRIPE BUYS OPENROUTER — MARTY BENT NAMES THE AGENT-ECONOMY MONOPOLY PLAY, BITCOIN IS THE ONLY COUNTERWEIGHT LEFT
- Aug 20Capitalist"SIX SECURITIES. ONE STRATEGY." — SAYLOR RE-PUBLISHES THE CAP-STRUCTURE STACK EVERY COPYCAT IS TRYING TO BUILD
- Aug 20FundamentalistSCHIFF CALLS $72K A "FAKEOUT" AND PREDICTS FED QE IN THE SAME BREATH — TRAPPED POSITION IS THE POSITION
- Aug 20FundamentalistRECORD $2.74B IN SHORTS WIPED — BIGGEST PURE SHORT-SQUEEZE SINCE COINGLASS BEGAN COUNTING
- Aug 20FundamentalistMILEI CRUSHED 211% INFLATION BY SHRINKING M2 — GERMANY CAN'T KILL 2.8% BECAUSE THE SPREADS WOULD SNAP
- Aug 20FundamentalistMARTY BENT ON THE TRIFFIN DILEMMA — GOLD CONVERTIBILITY DIED IN 1971, THE RESERVE TRAP DIDN'T. THE INDUSTRIAL BASE IS PAYING THE TAB.
- Aug 20FundamentalistLACY HUNT ABANDONS DEFLATION THESIS — HOISINGTON CUTS BOND DURATION FROM 21 YEARS TO UNDER ONE, PROJECTS 3.5-4.5% STRUCTURAL INFLATION
- Aug 20MaximalistHARDWARE WALLET VENDOR RESPONSE MAP — BITKEY, BLOCKSTREAM JADE, FOUNDATION PASSPORT LED IN HOURS. LEDGER TOOK 14. NGRAVE + ELLIPAL SAID "WORLD'S SAFEST."
- Aug 20CapitalistRISK DIMENSIONS CIO CALLS $180K — TREASURY BUYBACKS EASE THE MACRO HEADWIND, CLARITY ACT SEPT 15 IS THE NEAR-TERM RISK
- Aug 20MaximalistMIT + COMMONS CLAUSE IS NOT OPEN SOURCE — COLDCARD FLIPPED THE LICENSE FOUR MONTHS BEFORE THE ENTROPY BUG THAT DRAINED 1,596 BTC. FOSS IS A SECURITY VARIABLE.
- Aug 20CapitalistSELIG PUTS CFTC STAFF ON NOTICE — CRYPTO MARKET-STRUCTURE RULEMAKING IF CLARITY STALLS. TWO-TRACK PATHWAY LOCKED IN.
- Aug 20CapitalistBTC TOPS $75,000 — FIRST TIME SINCE LATE MAY. +19% ON THE WEEK. JAMES CHECK: "BEARS IN PAIN, RIGHT NOW."
- Aug 20CapitalistWRAPPER TRADE DELIVERS — $517M INTO SPOT BTC ETFs, BIGGEST DAY SINCE MAY
- Aug 20CapitalistBITCOIN CROSSES 200-DAY MOVING AVERAGE FOR FIRST TIME SINCE NOVEMBER 2025 — 9-MONTH BEAR TREND WEAKENING, SONDERGAARD'S CONFIRM LEVEL LOCKED
- Aug 20TechnologistBITCOIN MINERS SPENT $5B ON AI CAPEX AND MADE $341M — THE 15-TO-1 GAP IS THE INFRASTRUCTURE PIVOT PRICE TAG
- Aug 20Maximalist2014 WHALES MOVED $86M TO SEGWIT — NO EXCHANGE, NO SELL, 16,645% ON PAPER AND STILL HOLDING
- Aug 19CapitalistZHIBAO PAYS FOR NASDAQ PIPE IN BITCOIN — 2,380 BTC ON-CHAIN AS MONEY OF ACCOUNT, ENTIRE C-SUITE SWEPT OUT
- Aug 19FundamentalistTREASURY DOUBLES LONG-END BUYBACK CAP TO $4B — YIELD SUPPRESSION BY ANOTHER NAME
- Aug 19FundamentalistOCC PROMISES GENIUS RULES BY NOVEMBER — BANK-STABLECOIN CHARTERS INBOUND, THE DOLLAR'S BLOCKCHAIN HEDGE LOADS UP
- Aug 19TechnologistMAYACHAIN'S BRIDGE BREAKS WIDE OPEN — SIX BUGS, ONE FAKE ALARM, $1.7 MILLION GONE.
- Aug 19FundamentalistMARTY BENT FINDS THE BITCOIN ETHOS IN KOCH'S 86-YEAR BOOK — PRINCIPLE-BASED MANAGEMENT IS AUSTRIAN ECONOMICS OPERATIONALIZED
- Aug 19TechnologistHSBC + STANDARD CHARTERED SETTLE ON SWIFT'S 24/7 LEDGER — BANKS CATCH UP TO WHAT BITCOIN DID IN 2009
- Aug 19MaximalistELLISON: FIVE-YEAR CFTC TRADING BAN — WRAPPER CLASS BURNED. NOT YOUR KEYS. NOT YOUR COINS
- Aug 19TechnologistCOINBASE X402 HITS 14M AGENT PAYMENTS IN 30 DAYS — USDC IS THE MACHINE-TO-MACHINE MONETARY LAYER
- Aug 19FundamentalistBTC HOLDS $64K IN SIX-WEEK RANGE AS 30-YEAR TREASURY HITS 5.33% — FED MINUTES DUE, LONG END KEEPS REPRICING
- Aug 19CapitalistBLACKROCK RE-UNDERWRITES BITCOIN — 50% DROP IS POSITIONING NOT THESIS, 1-2% ALLOCATION HOLDS
- Aug 19CapitalistUS BTC ETFs +$951M IN AUGUST — IBIT LEADS $143M TUESDAY, INSTITUTIONAL FLOW COMPOUNDS THROUGH THE PULLBACK
- Aug 19TechnologistBIP-110 REPLAY ATTACK LOADED — BLAKE2B FORK TARGETS SEPT 1, OPT-IN PROTECTION LEAVES WALLETS EXPOSED
- Aug 19FundamentalistASIC PULLS 3,106 CRYPTO SCAMS AS AI DEEPFAKE NETWORKS TARGET AUSSIE SAVINGS — CUSTODY IS THE ATTACK SURFACE
- Aug 19FundamentalistABA CEO WANTS TO STRENGTHEN CLARITY ACT — BANKS FIGHT STABLECOIN YIELD-SUBSTITUTE THAT COMPETES WITH DEPOSITS
- Aug 18FundamentalistUSDU LANDS ON BITCOIN.COM — 'REGISTERED WITH THE UAE CENTRAL BANK' IS NOT THE SAME AS 'HELD BY YOU'
- Aug 18FundamentalistUAE FREEZES TEHRAN — 30-YEAR CROSSES 5.32%, LONG END MARKS THE FISCAL MATH WASHINGTON WON'T
- Aug 18MaximalistSEC PROPOSES 'REGULATION CRYPTO ASSETS' — $5M SAFE HARBOR + $75M ANNUAL, BITCOIN NEEDED NONE OF IT
- Aug 18SCHIFF STILL WAITING — 'NOT SURE WHY' BITCOIN WON'T CRACK HIS $65K CEILING
- Aug 18CapitalistHOLD FOUR YEARS OR HOLD NOTHING — SAYLOR TO STRATEGY Q&A, 'NO USEFUL WISDOM' FOR TRADERS
- Aug 18FundamentalistSAMMONS BONDS REPRICE — MARTY'S FUSE MEETS THE INSURANCE BOMB
- Aug 18TechnologistRIOT SHEDS 9,665 BTC IN H1 — MINERS STOP KEEPING THE COINS THEY MINE, ANTHROPIC RENT IS DUE
- Aug 18CapitalistTOKYO OPENS A NASDAQ SLEEVE — METAPLANET SEEDS 2,100 BTC INTO 'SUPERPLANET' (SUPA), TAKES 95.7%
- Aug 18CapitalistTHE STACK MERGED — KRAKEN OPENS 7,000 US STOCKS + 700 xSTOCKS + 600 CRYPTO TO EEA, COMMISSION-FREE
- Aug 18Fundamentalist$25M IN KALSHI PARLAY FEES IN 16 DAYS — WHEN COMPOUNDING DIED, GAMBLING BECAME THE PLAN
- Aug 18MaximalistBINANCE MAILED THE DOSSIER — RUSSIA JAILS $700 UKRAINE DONOR, SELF-CUSTODY WOULD HAVE HELD NOTHING TO SEND
- Aug 18FundamentalistAWAKENED — 8.54 BTC HELD SINCE JUNE 2011 MOVES ON-CHAIN, 461,981% ROUND-TRIP
- Aug 18CapitalistATKINS BUILDS THE ONSHORE PATH — SEC PROPOSES REG CRYPTO ASSETS AS THE EXIT RAMP
- Aug 17CapitalistUBS RAMPS IBIT CALLS 24-FOLD — THE SHARE COUNT IS STILL BELOW DECEMBER
- Aug 17CapitalistSTRATEGY REFILLS THE RESERVE — $150M USD, $132M STRC BOUGHT BACK, ₿840,447 UNCHANGED
- Aug 17CapitalistSCHIFF STILL DOESN’T UNDERSTAND — “ANY IDEAS WHAT’S PROPPING IT UP?”
- Aug 16FundamentalistWHITE HOUSE CRYPTO MEETING AUG 19 — ISSUERS AT THE TABLE, BITCOIN ISN'T
- Aug 16FundamentalistWGC CEO CALLS BITCOIN TO ZERO — WHILE BUILDING TOKENIZED GOLD FOR 2026
- Aug 16MaximalistSAFEPAL BREACH — 39,798 SHIPPING ADDRESSES EXPOSED
- Aug 16TechnologistRUSSIA DECREES MOSCOW MINING BAN THROUGH 2032 — DECENTRALIZATION BY DECREE
- Aug 14CapitalistTOKENIZATION STOCKS SLIP ON SEC DELAY — THE PAPER PUNT HITS THE TAPE
- Aug 14CapitalistSTRATEGY GOES ON RECORD — SAYLOR'S FOUR-MARKETS DEFENSE HITS THE CORPORATE X
- Aug 14FundamentalistSEC PUNTS TOKENIZATION RULES TOO — DAY-TWO OF THE STATE DELIBERATING WITH ITSELF
- Aug 14FundamentalistJPMORGAN CUTS POLYMARKET LOOSE — THE FIAT RAILS REJECT WHAT THE NETWORK ALREADY SETTLES
- Aug 14CapitalistSAYLOR SHIPS $STRC TO BRAZIL — DIGY11 EXPORTS THE CAP-STRUCTURE
- Aug 14MaximalistCOLDCARD LOSSES HIT $112M — GALAXY RESEARCH CALLS THE MAXIMALIST-PURITY ERA OVER
- Aug 14Fundamentalist[RETRACTED] CITI STORY — See Correction
- Aug 14FundamentalistCITI CEO BACKS CLARITY ACT — FIGHTS STABLECOIN YIELD PROVISION
- Aug 14CapitalistSPOT BTC ETFS POST FIRST TWO-DAY DRAWDOWN SINCE JULY — PASSIVE BID SHOWS ITS FIRST CRACK
- Aug 14FundamentalistISRAEL'S LARGEST BANK ADDS BITCOIN — BANK LEUMI JOINS THE WRAPPER PHASE
- Aug 13CapitalistUBS BOOSTS BTC ETF STAKE 230% TO $90M — $6T SWISS BANK COMPOUNDS INTO THE WRAPPER
- Aug 13MaximalistTREZOR-SHIPMONK BREACH — 13,689 CUSTOMERS. NOT THE SEEDS. THE ORDER RECORDS.
- Aug 13CapitalistSAYLOR NAMES THE STACK — BITCOIN IS DIGITAL CAPITAL. STRC IS DIGITAL CREDIT. STABLECOINS ARE THE TRANSACTIONAL END.
- Aug 13TechnologistPUBLIC MINERS CUT HASHRATE 13.4% Q/Q — SAME SILICON, TWO REVENUE STREAMS. THE SECURITY MODEL IS BEING RESHAPED IN PUBLIC.
- Aug 13CapitalistMSCI COMES FOR STRATEGY AGAIN — WHILE THE SEC PUNTS ITSELF INTO NEXT MONTH
- Aug 13CapitalistMETAPLANET LAUNCHES BITBONDS — $1.3M FIRST SALE, 4-4.3% YIELD, JAPANESE RETAIL BUYS BITCOIN-TREASURY DEBT
- Aug 13Fundamentalist30-YEAR AT 5.24% — 27 DAYS ABOVE 5%, LONGEST RUN SINCE 2007. THE LONG END IS VOTING.
- Aug 12CapitalistTWENTY ONE CAPITAL'S BERKSHIRE AMBITION — MALLERS'S SOVEREIGNTY VEHICLE
- Aug 12CapitalistTHE TREASURY-OPERATOR CLASS COMPOUNDED THIS WEEK
- Aug 12TechnologistTAIWAN CHIP ESPIONAGE INDICTMENT + TSMC/SONY $6.32B JAPAN FAB JV
- Aug 12CapitalistMETAPLANET MOVED 3,881 BTC BETWEEN OWN WALLETS — THE STORY IS THE DISCLOSURE GAP
- Aug 12CapitalistGOLDMAN ACQUIRES NEOS FOR $2.25B — BITCOIN INCOME ETFs UNDER GOLDMAN
- Aug 12CapitalistFRANKLIN TEMPLETON FOBXX CLEARED BY SEC FOR INSTITUTIONAL USE
- Aug 12FundamentalistCUSTODIA BANK — BLOCKCHAIN ASSOCIATION FILES SCOTUS AMICUS ON FED DISCRETION
- Aug 12FundamentalistCPI JULY LANDS — ELECTRICITY FLAT WHILE ENERGY INDEX FELL 1.5%
- Aug 12CapitalistCOREWEAVE +18%, SUPER MICRO +9% ON Q2 EARNINGS BEATS
- Aug 11CapitalistTRUMP MEDIA FLIPS TESLA — 12TH LARGEST BTC TREASURY ON A $238M Q2 LOSS
- Aug 11CapitalistSTRATEGY NAMES DIGITAL CREDIT AS A NEW ASSET CLASS
- Aug 11TechnologistOCEAN HIJACKED THEIR OWN MINERS' HASHRATE — 18 HOURS, NO CONSENT
- Aug 11MaximalistNVK BLAMES AI FOR COLDCARD EXPLOIT — SECURITY EXPERTS PUSH BACK
- Aug 11TechnologistKNOTS PICKS A NEW POW ALGORITHM AT 14:00 UTC — THE EXIT RAMP OPENS
- Aug 11TechnologistPEER-REVIEWED — 20MW BITCOIN MINER ABSORBS 83% OF IRELAND'S WIND CURTAILMENT
- Aug 11CapitalistCATHIE WOOD BACKS THE BPI AI LETTER — CAP TIER AMPLIFIES TECH TIER
- Aug 10CapitalistTRUMP MEDIA DISCLOSES 14,139 BITCOIN — $905M TREASURY, THE UNWIND JUST FLIPPED
- Aug 10CapitalistSTRATEGY RAISES $650M, RETIRES $109M STRC — BTC RESERVE DROPS TO 840,447 AS FORTRESS SWALLOWS THE FLYWHEEL
- Aug 10CapitalistPHONG LE ON FOX BUSINESS — STRATEGY BUYING 175K BTC THIS YEAR, WORLD'S LARGEST INSTITUTIONAL HOLDER, JPMORGAN OF THE DIGITAL ECONOMY
- Aug 10MaximalistNVK IS DELETING X POSTS AS COLDCARD LOSSES TOP $130M
- Aug 10FundamentalistLUMMIS REFUTES THE COMMUNITY-BANK FUD — STABLECOINS ARE NOT DRAINING DEPOSITS, THE DATA SAYS OTHERWISE
- Aug 10TechnologistDASHJR AND BITCOIN MECHANIC TAKE OCEAN SABBATICAL — POST-BIP-110 LEADERSHIP EXIT COMPLETES THE FORK RESOLUTION
- Aug 10TechnologistBITCOIN POLICY INSTITUTE FIRES THE AI LETTER — DEFENDER-CLASS DEMANDS TRUSTED ACCESS TO FRONTIER MODELS
- Aug 9CapitalistSTRATEGY SITS ON $4B CASH INTO MONDAY 8-K — THE AMMO IS LOADED, THE QUESTION IS WHERE IT POINTS
- Aug 9CapitalistSAYLOR RUNS THE CHART AGAIN — LAST "DOING ₿USINESS" SUNDAY ENDED IN A SALE, NOT A BUY
- Aug 9MaximalistMOSCOW STACKS COLD WALLETS — 107% Q/Q, $379B ON-CHAIN, RUSSIANS FRONT-RUN THE FENCE
- Aug 9TechnologistPETER TODD READS THE KNOTS DIFF — POISON-BLOCK CACHE VECTOR FLAGGED, PoW-CHANGE WARNING CALLED FALSE
- Aug 9FundamentalistBTC HOLDS $65K INTO SUN AM — 24H RANGE $64,194-$64,965, FED PAUSE ODDS 56%
- Aug 9FundamentalistMONDAY OPENS THE RELOAD WINDOW — SAYLOR 8-K, BITMEX SUNSET, FED PAUSE MATH ALL LAND IN ONE TAPE
- Aug 9CapitalistMETAPLANET-SIIIBO CLOSE ON THE CLOCK — TDNET WIRE OPENS 6PM ET, JAPAN YIELD-WRAPPER PIVOT NEXT
- Aug 9MaximalistTHE MAXIMALIST TIER STAYED SILENT ON BIP-110 — YAZBECK, ODELL, BENT DIDN'T AMPLIFY DASHJR. THAT IS SOVEREIGNTY-CLASS MATURITY.
- Aug 9CapitalistMARA PLEDGES 18,750 BTC FOR $600M AT 7.56% — 505MW OHIO GAS PLANT, MAINTENANCE-RATIO KEPT DARK
- Aug 9MaximalistLOAECS WARNING — SELL THE FORK COINS, LOSE THE REAL ONES
- Aug 9FundamentalistHOUGAN DOES THE MATH — $200T POOLS, ONE PERCENT, $1.3M PER COIN, TEN YEARS
- Aug 9FundamentalistDJT KILLS THE CRO WRAPPER — DIGITAL-ASSET-TREASURY BOOM RUNS OUT OF ROPE
- Aug 9MaximalistBRAZIL PUTS A 24-HOUR LEASH ON THE WITHDRAWAL — NOT YOUR KEYS UNTIL BC BB SAYS SO
- Aug 9TechnologistBITMEX SUNSETS THE PRIMITIVE IT INVENTED — THE PERPETUAL SWAP LIVES ON WITHOUT ITS AUTHOR
- Aug 9TechnologistBITMEX FUTURES BOARD DIES 12:00 UTC MONDAY — ELEVEN YEARS OF PLUMBING, SEPTEMBER SUNSET LOCKED
- Aug 9TechnologistBITCOIN RED TEAM — 27.5 HOURS, 390 REPOS, 85 CRITICAL, HARNESS OPEN-SOURCED
- Aug 8CapitalistTRUMP MEDIA UNWINDS CRYPTO.COM — CRO TREASURY BURIED, MEDIA CORE WINS
- Aug 8CapitalistLUMMIS "CLEARING THE WAY" — CLOTURE ON THE MOTION TO PROCEED IS NOT A CLARITY VOTE. TWO MORE VOTES AND A DEBATE CYCLE STILL SEPARATE THE SENATE FROM THE BILL.
- Aug 8MaximalistLOPP — "AI IS RESHAPING WALLET SECURITY." THE DEFENDER'S CLOCK IS BEHIND.
- Aug 8FundamentalistJULY LOSES 23K JOBS — FUTURES PRICE 56% FED PAUSE, BTC TAGS $65.3K
- Aug 8FundamentalistIBIT BOOKS FOUR STRAIGHT — $604M IN, JULY'S BLEED CLOSES
- Aug 8MaximalistBTCPAY MACAROONS COOKED — FOUNDATION, CITADEL21 NODES SWEPT BEFORE THE PATCH LANDED
- Aug 8FundamentalistBOJ YEN RESCUE — QUIETLY UNWINDING THE TRADE THAT BUILT METAPLANET
- Aug 8FundamentalistBIP-110 MANDATE OPENS AT 2.59% — 207 BLOCKS TO A FORK CLOCK NOBODY ORDERED
- Aug 8TechnologistBIP-110 CHAIN SPLIT — BLOCK 961,632 REJECTED. THE FORK HAPPENED. BITCOIN CONTINUES NORMALLY.
- Aug 7CapitalistSAYLOR ON DIARY OF A CEO — CHATGPT DESIGNED STRC. 3.2% BREAKEVEN. THE ARCHITECTURE WORKS.
- Aug 7MaximalistCOLDCARD FALLOUT SURFACES ON-CHAIN — 210,000 BTC LEAVES OLD WALLETS AS LTHs REBUILD CUSTODY
- Aug 6MaximalistZEUS PULLS INFRASTRUCTURE OFFLINE — THIRD LIGHTNING SERVICE DOWN IN A WEEK
- Aug 6CapitalistTRUMP MEDIA CASHES THE FIRST TRUTH API CHECK — $555M UNDERWATER ON BTC, BUT THE SUBS ARE LIVE
- Aug 6MaximalistTFTC OPENS THE COLDCARD FILE — NINE FIGURES, ONE RNG, FIVE YEARS OF SILENT ENTROPY
- Aug 6CapitalistSENATE PUNTS CLARITY ACT PAST RECESS — WRAPPER CLASS WAITS FOR PERMISSION BITCOIN DOESN'T NEED
- Aug 6CapitalistSAYLOR REPOSTS THE FLYWHEEL — BIGGEST COMPANY EVER, PAID FOR WITH THE BITCOIN WE JUST SOLD
- Aug 6MaximalistTHE INHERITANCE TIME BOMB — SELF-CUSTODY'S NEXT REGRET ISN'T THE FIRMWARE, IT'S THE ESTATE PLAN
- Aug 6CapitalistCANTOR MARKS BITDEER UP — $18 TARGET SAYS THE MINING BETA IS DEAD, THE INFRA MULTIPLE IS HERE
- Aug 5FundamentalistWASHINGTON DOUBLES DOWN ON HORMUZ — SIGNS BOSASO BASE ON THE OTHER END OF THE CHOKE
- Aug 5FundamentalistS&P PRINTS RECORDS — BITCOIN DOESN'T CARE. INTERNAL DRAG, NOT MACRO.
- Aug 5FundamentalistNIKKEI, KOSPI CRACK ON AI SPEND FEARS — BITCOIN SITS OUT THE SELLOFF TOO
- Aug 5MaximalistLIGHTNING WALLETS SCRAMBLE TO PLUG THE BOLTZ-SHAPED HOLE — AQUA, ZEUS, BULL BITCOIN IMPROVISE COVER
- Aug 5MaximalistSWAN CEO KLIPPSTEN — COLDCARD BLAST PUSHES OPERATORS INTO COLLABORATIVE MULTISIG. "NO SINGLE DEVICE."
- Aug 5TechnologistTHE PSEUDONYM AND THE CTO ARE ONE PERSON — 58 COMMITS BY ‘SWITCK’ SIGNED WITH PETER GRAY’S KEY.
- Aug 5TechnologistBOLTZ SHUTS DOWN INDEFINITELY — AI-ACCELERATED ATTACKERS OUTRUN SMALL OPEN-SOURCE BITCOIN TEAMS
- Aug 5CapitalistBITDEER LEASES 121 MW IN NORWAY FOR $4.7B — AI COLO IS THE MINER'S REAL BUSINESS NOW
- Aug 5FundamentalistBIP-110 CLOCK — BLOCK 961,632 LANDS SATURDAY, MINER SIGNAL AT 0.31%
- Aug 4CapitalistSAYLOR PUTS THE BLOCK MATH ON THE TAPE — 610 BLOCKS TO REJECTION WINDOW
- Aug 3CapitalistSTRATEGY SELLS 1,638 BTC TO BREAK THE SHORT-SELLER DOOM LOOP — 3.2% BREAKEVEN. THE DEMONSTRATION WORKS.
- Aug 3FundamentalistIBIT REDEEMS $122.7M, FBTC $54.8M — SPOT BTC ETFs BLEED $265M. THIRD STRAIGHT QUARTER OUT.
- Aug 3FundamentalistBUKELE STILL STACKING — EL SALVADOR AT 7,706 BTC. THE SOVEREIGN LADDER HOLDS.
- Aug 3FundamentalistALDEN — BIP-110 MOSTLY REARRANGES SPAM. THE MINORITY-FORK CORRECTIVE.
- Aug 3TechnologistBACK — 'THE NETWORK IS NOT FIRING ITS MINERS.' BIP-110 SIGNALING EXPIRES NATURALLY.
- Aug 2TechnologistWIZARD SARDINE: ONE CHARACTER STOOD BETWEEN THE SAFEGUARD AND THE DRAIN — POST-MORTEM SHIPS.
- Aug 2FundamentalistTRUMP MEDIA DUMPS ANOTHER 2,628 BTC — WRAPPER TREASURY $555M UNDERWATER.
- Aug 2MaximalistSMALL-WALLET DEPOSITS SPIKE TO 7,300 BTC — HIGHEST SINCE FEBRUARY 6.
- Aug 2CapitalistSAYLOR: "BITCOIN DRIVE ENGAGED." — SUNDAY TEASE FIRES. MONDAY 8-K WINDOW OPENS IN 22 HOURS.
- Aug 2MaximalistNUNCHUK ANSWERS ON THE RECORD — PLATFORM-KEY EXPOSURE DISCLOSED. CUSTOM-DERIVATION LOGIC SURFACED.
- Aug 2TechnologistLEDGER, TREZOR NOT AFFECTED — DIFFERENT ENTROPY STACKS. HARDWARE-WALLET CLASS SORTS ITSELF IN UNDER 48 HOURS.
- Aug 2FundamentalistDIFFICULTY DOWN 14% — SECOND YOY DROP IN NETWORK HISTORY. THE NETWORK SELF-REGULATES.
- Aug 2MaximalistTHE CUSTODY QUESTION — COLDCARD VICTIMS ARE SENDING BITCOIN BACK TO EXCHANGES.
- Aug 2TechnologistTHIRD COLDCARD DRAIN WAVE — GALAXY RESEARCH: 1,367 BTC / 4,585 ADDRESSES CUMULATIVE. PATTERN LEGIBLE: EACH WAVE HITS MORE WALLETS FOR LESS BTC.
- Aug 2TechnologistTHE ATTACKER LEFT A PAID-ACCOUNT PAPER TRAIL — BLOCK ENGINEERING TRACES THE COLDCARD OPERATOR.
- Aug 1MaximalistTHE NETWORK DIDN'T FAIL. THE PRODUCTS AROUND IT DID. — A PERSONAL NOTE ON WHAT MEMPOLITICS COVERS FROM HERE.
- Aug 1CapitalistTHE FRAME MATTERS — STRATEGY'S JUNE $5B BTC AUTHORIZATION IS FLEXIBILITY, NOT A MARKET-DUMP DIRECTION. $1.25B RESERVE, PREFERRED DIVIDENDS, $2B BUYBACKS.
- Aug 1TechnologistSAYLOR PRE-EMPTS BIP-110 SPIN — MANDATORY SIGNALING WINDOW OPENS BLOCK 961,632. ANY "100%" INSIDE IS COMPELLED, NOT CHOSEN.
- Aug 1TechnologistTHIS IS THE REBUILD — ROUGHNECKS DISABLES RBF TO PROTECT COLDCARD RESCUE TRANSACTIONS. LUKE DASHJR AMPLIFIES. THE MINING LAYER DEFENDS THE OPERATOR CLASS.
- Aug 1FundamentalistGLASSNODE: BITCOIN'S DOLLAR-RALLY RESILIENCE JUST BROKE — WORST RELATIVE STRENGTH SINCE 2015. A FLIP WOULD BE THE POSITIVE SIGNAL.
- Aug 1TechnologistSECOND COLDCARD DRAIN WAVE — GALAXY RESEARCH: 1,158 BTC / 2,673 ADDRESSES CUMULATIVE. SAME PRODUCT FAILURE, MORE VICTIMS.
July 2026
- Jul 31Technologist500 WALLETS DRAINED IN FOUR BLOCKS — COLDCARD SEEDS WERE ARITHMETIC. NOT YOUR ENTROPY, NOT YOUR KEYS.
- Jul 30MaximalistYAZBECK CALLS SELF-CUSTODY A CIVIL LIBERTY — WRAPPERS “NOT BITCOIN”.
- Jul 30MaximalistPRE-ADMISSION FELONY — DOJ CHARGES ATLANTA MAN 5 YEARS FOR WIPING HIS OWN GRAPHENEOS PIXEL AT CBP.
- Jul 30MaximalistPROTECT YOUR SOVEREIGNTY.
- Jul 30MaximalistONE BITCOIN TODAY — A LIFETIME OF REGRET TOMORROW IF YOU DON'T. THE MAXIMALIST DOCTRINE ON OPPORTUNITY COST.
- Jul 30CapitalistMSTR BAR IS $52 — SAYLOR TAKES THE MIC WITH 843K COINS AND FIVE WEEKS SILENT.
- Jul 30TechnologistMOW TAGS SAYLOR — "MICHAEL, ARE YOU READY FOR BIP110?" TECH WING CHALLENGES CAP WING LIVE AT THE MSTR Q2 CALL.
- Jul 30FundamentalistHAMMACK, KASHKARI, LOGAN — FIRST 3-DISSENTER FED VOTE SINCE 2016 SAYS THE HIKE IS LIVE.
- Jul 30CapitalistFBTC BLEEDS $43M WHILE IBIT SWALLOWS $90M — THE WRAPPER CLASS SORTS ITSELF ON FED-HANGOVER DAY.
- Jul 30TechnologistCOLDCARD MK3 ADVISORY — SEEDS AFTER FIRMWARE 4.0.1 AT RISK. MK4 / Q / MK5 CLEAR. COINKITE SELF-DISCLOSES.
- Jul 30FundamentalistANALYSTS AGREE THE HOLD WAS HAWKISH — THE DESK SPLITS ON THE NEXT LEG.
- Jul 30Fundamentalist30-YEAR PRINTS 5.20% AT 19-YEAR HIGH — WARSH’S HOLD PRICED THE LONG END.
- Jul 29CapitalistWRAPPER SHELVES CRACK — IBIT BLED 3,511 BTC IN A WEEK WHILE FBTC AND ARKB QUIETLY ADD. BLACKROCK’S MONOPOLY ISN’T.
- Jul 29FundamentalistWARSH RETIRES FORWARD GUIDANCE — “NO SOFT IMPLICIT TARGET, NOT ON THIS COMMITTEE’S WATCH.” COMMUNICATION REGIME CHANGE, NOT JUST A HOLD.
- Jul 29FundamentalistWARSH FED HOLDS AT 3.5-3.75 — 9-3 VOTE, THREE PRESIDENTS DISSENT FOR A HIKE. THE RELOAD ARRIVES CONDITIONAL.
- Jul 29CapitalistVANGUARD VTSAX ADDS $3.2M TO STRIVE — $12 TRILLION PASSIVE ENGINE POURS INTO THE BTC-TREASURY WRAPPER.
- Jul 29Fundamentalist$1 TRILLION WIPED FROM US EQUITY TAPE POST-FOMC — WARSH HELD, DISSENTS PRICED HAWKISH. DEBASEMENT TRADE INTACT.
- Jul 29MaximalistTAPE PRICES ITS OWN HOLD — BTC RIPS TO $64.5K BEFORE WARSH OPENS HIS MOUTH. THE NETWORK FRONT-RAN THE FED.
- Jul 29FundamentalistAVERAGE BEAR MARKET LASTS 383 DAYS — RIVER'S BASE-RATE READ. LONG-CYCLE ALLOCATOR HOLDS THROUGH.
- Jul 29CapitalistMSTR PRICES AN 8% SWING — STRADDLE SETS THE TABLE FOR TOMORROW’S PRINT. BENCHMARK/PALMER PT STILL $570.
- Jul 29TechnologistTEN DAYS TO THE BIP-110 WINDOW — MINER SIGNAL ZERO. SAYLOR AND ADAM BACK BOTH ON RECORD OPPOSED.
- Jul 28CapitalistWRAPPERS BOUNCE ON IRAN PAUSE — SAYLOR EXTENDS BUY HALT TO 5 WEEKS
- Jul 28FundamentalistTWO WEEKS LEFT ON CLARITY — ETHICS FIGHT STALLS THE BILL BEFORE SENATE RECESS
- Jul 28CapitalistSTRIVE HITS 20,000 BTC — CAP LADDER CLIMBS PAST SPACEX
- Jul 28CapitalistSAYLOR: "BITCOIN HAS WON. NOW IT MUST SURVIVE VICTORY." — CORRUPTION FROM WITHIN, NOT THE ENEMY AT THE GATES.
- Jul 28CapitalistSAYLOR ADDS $525M CASH, NOT ONE SAT — THE TREASURY GOES DIVIDEND-FORTRESS MODE INTO EARNINGS.
- Jul 28FundamentalistNANSEN SEES $52K — BUYING CONVICTION MISSING, FED DECIDES THE NEXT LEG
- Jul 28TechnologistMINERS LAG WRAPPERS ON AI CAPEX GAP — HASHRATE TAPE STAYS SEPARATE
- Jul 28TechnologistFOUR CRYPTO FIRMS DEAD IN SEVEN DAYS — STORJ, BITMEX, BITMART, MOVEMENT — THE NETWORK KEEPS TICKING
- Jul 28CapitalistCOINBASE THURSDAY — $1.31B RAILS TAPE INTO SOFT-CRYPTO QUARTER
- Jul 28TechnologistCLEANSPARK AS 1.8 GIGAWATT LBO TARGET — HYPERSCALER RACE FOR POWER
- Jul 28TechnologistBIP-110 CLOCK — MINER SIGNAL 2.53%, MANDATORY WINDOW OPENS BLOCK 961,632
- Jul 28Fundamentalist$39.7 TRILLION AND CLIMBING — DEBASEMENT TRADE RELOADS AS FED CORNERED BY DEBT SPIRAL
- Jul 2796 HOURS — FOMC WEDNESDAY, MSTR EARNINGS THURSDAY. THE RELOAD THESIS IS TESTABLE INSIDE FOUR DAYS.
- Jul 27CapitalistNO BITCOIN THIS WEEK — MSTR DILUTES COMMON $544M TO DEFEND PREFERRED
- Jul 27CapitalistSAYLOR: REFUSING BANK INTEGRATION LEAVES BITCOIN AT 1% OF ITS POTENTIAL. THE INTEGRATION DOCTRINE FORMALIZED.
- Jul 27MaximalistFOR YOUR SAFETY — POLICE UNION FLIPS ON CLARITY, STATE DEPT LAUNCHES "FREEDOM TECH" WITH PALANTIR AND ANDURIL, NINE BIG HOLDERS BUY THE ROADMAP FOR $15M. THE STATE JUST TOLD YOU BITCOIN IS SAFE.
- Jul 27FundamentalistFED RATE HIKE ODDS CLIMB INTO FOMC WEEK — BITCOIN, ETH, MSTR ALL PRICING THE JULY 28-29 DECISION. WHAT ECONOMISTS EXPECT.
- Jul 27FundamentalistWARSH, BAILEY, UEDA ALL ON DECK — FED, BOE, BOJ RATE CALLS THIS WEEK. MSTR AND COINBASE EARNINGS ON THE SAME CLOCK.
- Jul 27CapitalistCRYPTO SPOT ETFs PULLED $152M IN WEEKLY INFLOWS — BITCOIN, ETHEREUM, SOLANA, XRP. THE INSTITUTIONAL BID DIDN'T GET THE BEAR-MARKET MEMO.
- Jul 27CapitalistOPTIONS DESKS DROP HEDGES INTO WARSH WEEK — TRADERS PRICING A CLEAN TAPE.
- Jul 27FundamentalistBITCOIN ETFs BLED $8B OVER 8 WEEKS — WORST HALF-YEAR SINCE LAUNCH. INSTITUTIONAL FLOW ISN'T ONE-DIRECTIONAL AT ALL.
- Jul 27CapitalistBTC ETFs BLED $465M THU-FRI — WEEK STILL NET-POSITIVE. THE INSTITUTIONAL FLOW IS TWO-WAY NOW.
- Jul 27CapitalistBITDEER MINED 274.6 BTC LAST WEEK AND SOLD ALL OF IT — ZERO-TREASURY STANCE. THE ANTI-STRATEGY MODEL RUNS QUIETLY.
- Jul 27CapitalistSWISS BANK BANCASTATO OPENS REGULATED BITCOIN TRADING — AVALOQ STACK, RETAIL CLIENTS. THE PRIVATE-BANK CHANNEL JUST OPENED IN SWITZERLAND.
- Jul 27TechnologistALPHABET SIGNS 2.4 GIGAWATTS OF POWER LEASES WITH CRYPTO MINERS PIVOTING TO AI — GOOGLE JUST BOUGHT WHAT BITCOIN MINING BUILT.
- Jul 26Capitalist"WE'RE GONNA NEED ANOTHER COLOR" — SAYLOR'S LATE SUNDAY TEASE POINTS AT SOMETHING BESIDES BITCOIN. STRATEGY IS ADDING TO THE CHART.
- Jul 25CapitalistSAYLOR PUBLISHES 38-BOOK "CIVILIZATIONAL CURRICULUM" FOR LEADERS — HISTORY, WAR, CAPITAL, ENERGY, BITCOIN. THE PHILOSOPHER-CEO GOES INSTITUTIONAL.
- Jul 25MaximalistPHYSICAL ATTACKS ON CRYPTO HOLDERS UP 33% GLOBALLY — $124M LOST IN EARLY 2026. WRENCH ATTACKS ARE THE NEW ATM.
- Jul 25CapitalistMORGAN STANLEY BITCOIN ETF NEARS $400M AUM — WIREHOUSE ADOPTION QUIET AND STEADY. THE INSTITUTIONAL BID KEEPS BUILDING.
- Jul 25CapitalistMETAPLANET BUYS SIIIBO SECURITIES FOR $13M — GRABS A TYPE I LICENSE AND LAUNCHES BITCOIN-LINKED YIELD PRODUCTS. THE VAULT BECOMES A MACHINE.
- Jul 25CapitalistMARA HIT WITH LAWSUIT OVER EXAION ACQUISITION — ALLEGATIONS OF CONCEALED BITCOIN MINING PLANS IN FRANCE. LEGAL RISK LANDS ON THE LARGEST PUBLIC MINER.
- Jul 25CapitalistMARA CEO THIEL SAYS BITCOIN PAYMENTS "SEEN ITS DAY GO BY" — LARGEST PUBLIC MINER PIVOTS TO AI MONEY. THE MAXIMALIST GETS PUNCHED BY THE CAPITALIST.
- Jul 25CapitalistMICHAEL SAYLOR'S ENDGAME IS BIGGER THAN MSTR — LIVINGSTON MAKES THE PHILOSOPHY-CEO CASE ON VIDEO.
- Jul 25FundamentalistEU EXPANDS HTX CRACKDOWN AS RUSSIA NETWORK SHIFTS RAILS — THE STATE VS CRYPTO FIGHT ADAPTS FASTER THAN THE CRACKDOWN.
- Jul 25FundamentalistBITCOIN BOUNCES $63.7K-$65.4K — $225M ETF OUTFLOW, FEAR AND GREED AT 27. THE TAPE IS EATING ITS OWN HANDS.
- Jul 25MaximalistAPPLE SUED FOR $1.8M — CUSTOMERS LOST BITCOIN TO A FAKE WALLET IN THE APP STORE. THE HARDEST MONEY MET THE SOFTEST GATEKEEPER.
- Jul 25FundamentalistAI STOCKS WENT FROM A FEW TRILLION TO $22 TRILLION — CAN CLARITY DO THE SAME FOR CRYPTO? WHAT THE VIRAL COMPARISON GETS RIGHT AND BADLY WRONG.
- Jul 24TechnologistSUI SHIPS HASHI TESTNET — 25+ APPS USE NATIVE BITCOIN AS DEFI COLLATERAL WITHOUT WRAPPING. THE MONEY LAYER GETS A NEW ENTRY POINT.
- Jul 24MaximalistUS STATE DEPT LAUNCHES "FREEDOM TECH" — BITCOIN POLICY INSTITUTE JOINS. PALANTIR AND ANDURIL DID TOO. THE PRIVACY LAYER JUST GOT A STATE-DEPT PLATFORM AND A SURVEILLANCE-INDUSTRIAL SIDECAR.
- Jul 24CapitalistROBINHOOD AND CRYPTO.COM TALK PREDICTION-MARKET DEAL — THE ONE-TRILLION-BY-2030 CATEGORY GETS ITS SECOND ARMS RACE.
- Jul 24CapitalistPOOLIN FILES CHAPTER 11 — $173M IN DEBT, $52M ASSET SALE MOVES FORWARD. ANOTHER MINING POOL FOLDS BEFORE THE BIP-110 DEADLINE.
- Jul 24TechnologistPOINTSKASH SHOWS THE BIP-110 OFF-RAMP — BUILD ON BITCOIN WITHOUT BURDENING THE BLOCKCHAIN. THE ARGUMENT MOVES FROM BLOCKED SPAM TO OFF-CHAIN COMPUTE.
- Jul 24FundamentalistGRAYSCALE BENCHMARKS THE BOTTOM — BEAR MARKET ENDS WHEN THE FED FOLDS OR OCTOBER HITS. THE FOUR-YEAR CYCLE STILL RULES.
- Jul 24FundamentalistEU'S 21ST SANCTIONS PACKAGE TARGETS RUSSIA'S $120B CRYPTO NETWORK — EXTENDING SANCTIONS TO THIRD COUNTRIES. THE STATE VS CRYPTO FIGHT WENT INTERNATIONAL.
- Jul 24FundamentalistCLARITY FACES COLLAPSE — TRUMP ETHICS CONCERNS STALL THE SENATE. THE DEAL THAT UNBLOCKED THE VOTE JUST RE-BLOCKED IT.
- Jul 24CapitalistCAPITAL GROUP DOUBLES DOWN AGAIN — SMALLCAP FUND GRABS $33.6M OF STRIVE. THE $3.3T MANAGER KEEPS BUYING THE TREASURY MODEL.
- Jul 24FundamentalistBTC HOLDS $65K AS OIL TOPS $100 AND YIELDS SPIKE — FED HIKE ODDS CLIMB. THE BOND MARKET REPRICES INFLATION AGAIN.
- Jul 24FundamentalistBLOCKWORKS: FIVE HISTORIC INDICATORS SIGNAL BITCOIN BOTTOM — ALL FIVE FIRING TOGETHER FOR THE FIRST TIME SINCE THE LAST CYCLE LOW. THE FOUR-YEAR CYCLE MAY BE PRINTING THE TURN.
- Jul 24TechnologistMINERS SIGN $150B IN AI CONTRACTS — 7.5 GIGAWATTS PIVOT FROM HASHRATE TO COMPUTE. THE INFRA CHOSE THE HIGHER-VALUE BUYER.
- Jul 24Maximalist1,815 BITCOIN LEFT KRAKEN FOR A COLD WALLET — A HUNDRED-MILLION-DOLLAR WITHDRAWAL IN A SINGLE MOVE. THE SILENT ACCUMULATION KEEPS GOING.
- Jul 23FundamentalistOIL BREAKS $100 AS TRUMP TRUTHS BRIDGE-STRIKE THREATS — HOUTHIS HIT SAUDI TANKERS. THE MIDDLE EAST TRADE IS BACK.
- Jul 23MaximalistBITMEX PULLS ITS OWN PLUG — THE ORIGINAL CRYPTO DERIVATIVES EXCHANGE SHUTS SEPT 23. WITHDRAW YOUR KEYS OR LOSE THEM.
- Jul 22FundamentalistSHORT-TERM HOLDERS SOLD 50,000 BTC IN Q2 — SENTIMENT NEARS CAPITULATION WHILE THE TAPE HOLDS ITS FIVE-WEEK HIGH.
- Jul 22CapitalistS&P AND PANTERA LAUNCH AN 18-ASSET CRYPTO INDEX — AND LEAVE BITCOIN OUT. THE TAPE ADMITS BITCOIN ISN'T CRYPTO.
- Jul 22CapitalistSIGEL CALLS BITCOIN A DECADE-LONG SOFTWARE WINNER — VANECK PUTS THE INSTITUTIONAL STAMP ON THE HARDEST MONEY.
- Jul 22FundamentalistPELOSI AND 197 DEMOCRATS VOTED AGAINST THE STOP INSIDER TRADING ACT — THE PEOPLE WHO WRITE THE RULES REFUSE TO STOP TRADING ON THEM.
- Jul 22CapitalistETF INFLOWS HIT $930M SINCE JULY 14 — FIRST SUSTAINED INFLOW STREAK SINCE MAY. THE WRAPPER CLASS BID BACK.
- Jul 22TechnologistBALANCE COIN CRASHES 99% ON AN ORACLE EXPLOIT — ANOTHER STABLECOIN VANISHES. BITCOIN DOESN'T HAVE ORACLES.
- Jul 21TechnologistTHE CAPITALIST AND THE CYPHERPUNK — SAYLOR'S "MONETARY PURITY BY FIAT" POST, BACK REPOSTS. FIRST PUBLIC ALIGNMENT OF THE FIGHT.
- Jul 21CapitalistMALLERS EXITS THE WRAPPER, KEEPS STRIKE — TWENTY ONE SHOPS THE BALANCE SHEET TO ITS NEW CEO’S OWN MINER AND CALLS IT DISCIPLINE.
- Jul 21Technologist$5M FOR THE MATH THAT ISN'T BROKEN YET — GALAXY BANKROLLS BITCOIN'S POST-QUANTUM DEFENSE WHILE CORE FIGHTS OVER DATA LIMITS.
- Jul 21FundamentalistTHE FED IS FIGHTING ITSELF ONE WEEK FROM FOMC — WALLER WANTS TO HIKE, WARSH SAYS DONE-ISH, DUDLEY WRITES BOTH SIDES. THE TAPE ISN'T LISTENING.
- Jul 21FundamentalistINSTITUTIONAL BUYING FLOOR CONFIRMED — FIFTH STRAIGHT DAY OF ETF INFLOWS, $727M IN, FIRST TIME SINCE APRIL.
- Jul 21FundamentalistTHE OTHER SIDE OF THE TAPE — DARKFOST PRINTS APPARENT DEMAND AT -75K BTC. THE ETF INFLOW STREAK RUNS AGAINST STABLECOIN OUTFLOWS OF $2.3B.
- Jul 21CapitalistCOINSHARES OPENS THE UCITS DOOR — FIRST FUND IS A BITCOIN MINING ETF. EUROPEAN INSTITUTIONALS GET REGULATED MINER EXPOSURE THROUGH THE WRAPPER THAT BLOCKED THEM.
- Jul 20Technologist"LIKE VER AND CSW" — TONE VAYS SIGNALS SOCIAL OSTRACISM FOR BIP-110 SUPPORTERS. THE FORK WARS REPLAY.
- Jul 20Maximalist"BITCOIN'S BIGGEST BATTLE" — THE BITCOIN WAY DROPS THE BIP-110 PRIMER. MAXIMALIST TIER MEETS TECHNOLOGIST FIGHT ON YOUR NODE.
- Jul 20CapitalistSTRIVE ADDS 21 ₿ AT $63,221 — 19,921 BTC ON THE BALANCE SHEET. THE OTHER PUBLIC CAP-STRUCTURE BUYER STILL BUYING.
- Jul 20CapitalistSPACEX EQUITY DOWN 17.46% SINCE IPO. ARE WE SHOCKED. WRAPPERS TRACK THEIR UNDERLYING — AND THE UNDERLYING MATTERS.
- Jul 20FundamentalistCOPPER/GOLD RATIO CROSSES 1000-DAY SMA — THE BASE-METAL REFLATION TELL LANDS BEFORE THE CYCLE-TURN OFFICIALLY BEGINS.
- Jul 20FundamentalistHALF THE INDUSTRY RUNS AUTONOMOUS AI AGENTS — INSURERS PULLING COVERAGE, BOE FALLBACK IS A KILL SWITCH. BITCOIN DOESN'T HAVE A BUTTON.
- Jul 20CapitalistSTRATEGY REFILLS THE RESERVE — $263.5M ATM, ₿843,775 UNCHANGED, ZERO BTC BOUGHT. THE ORANGE DOTS WERE INDEED ONLY PART OF THE STORY.
- Jul 20CapitalistZERO PREFERRED SOLD — STRATEGY LETS $25.2B OF STRF/STRC/STRK/STRD CAPACITY SIT IDLE ON RESERVE-FUNDING WEEK.
- Jul 20Capitalist32% AND CLIMBING — STRATEGY CEO PUTS A NUMBER ON INSTITUTIONAL BITCOIN ADOPTION. GOLDMAN, JPM, MS, CITI JOCKEY FOR SECOND.
- Jul 20Capitalist$437 → $97 IN 364 DAYS — MSTR APPROACHES ATH ANNIVERSARY. THE PREMIUM WAS THE PRODUCT.
- Jul 20CapitalistTHIRTY-ONE YEARS OF DIVIDEND COVERAGE — PRICED IN THE ASSET THEY'D HAVE TO SELL. THE CASH NUMBER IS 1.8.
- Jul 20TechnologistSIDELINE COLLECTS ON BOTH CHAINS — CASA SECURITY CHIEF PRICES THE BIP-110 FIGHT AT 0.83% AND FALLING: "BLUFFING WON'T WORK."
- Jul 20Capitalist$38.5 MILLION UNACCOUNTED — LIVINGSTON WALKS THE ATM MATH AND FINDS THE GAP IN STRATEGY'S RESERVE DISCLOSURE.
- Jul 20CapitalistBITCOIN 200WMA GROWTH SINCE 2020 — LIVINGSTON'S TABLE LAPS GOLD AND S&P BY AN ORDER OF MAGNITUDE EACH YEAR.
- Jul 20MaximalistKOREA NTS DERIVES MULTISIG FROM FIRST PRINCIPLES — SEIZING THE HARDWARE DOESN'T SEIZE THE COINS. THE STATE WROTE THE MAXIMALIST HANDBOOK.
- Jul 20Fundamentalist1,950,000 TO ONE — TEHRAN'S UNIT OF ACCOUNT FINISHES THE JOB THE AIRSTRIKES STARTED.
- Jul 20TechnologistBEACON POINT SELLS ITS LAST 352 MW — IREN BANKS $2.8B THE SAME MORNING. 949 MEGAWATTS CONTRACTED, NOT ONE POINTED AT A BLOCK.
- Jul 20MaximalistHUGGING FACE BREACHED — FABLE 5 AND CHATGPT REFUSED THE AUDIT. OPEN-SOURCE GLM 5.2 ON PRIVATE INFRA CLEANED UP.
- Jul 20Fundamentalist83-90% AND MECHANICAL — GROMEN PRICES THE USD DEVALUATION AGAINST CNY. GOLD IS THE UNIT OF ACCOUNT.
- Jul 20FundamentalistMINING ENERGY WORTH 10-20X REALLOCATED TO AI — CHAMATH FIRES THE SHARPEST COUNTER-VOICE FRAME OF THE WEEK. THE OPERATOR ANSWER IS SETTLEMENT.
- Jul 20CapitalistCAPITAL B CONSOLIDATES FLOAT 10-TO-1 — EUROPE'S FIRST BTC TREASURY CLEARS THE INSTITUTIONAL MINIMUM-PRICE SCREEN. COIN COUNT UNCHANGED.
- Jul 20FundamentalistBTC HOLDS THE 200-WEEK — $63K FLOOR CONFIRMED, TAPE BOUNCES TO $65.7K. THE FUNDAMENTALIST MARKER IS INTACT.
- Jul 20CapitalistMABE GOES LIVE — BOBBY TIERNEY ADDS MARKET-PRICE PREFERRED CLAIMS TO CEBE. THE MISSING LENS.
- Jul 20TechnologistBIP-361 UPDATED — LOPP COAUTHORS THE QUANTUM MIGRATION. TWO PHASES, LEGACY SIGNATURE SUNSET, AND 1.1M SATOSHI COINS ON THE LINE.
- Jul 20TechnologistTHE GRID WAS ALREADY BROKEN — MINERS ARE THE ALARM. THE MONEY WENT TO HIGH-SPEED RAIL AND EV CHARGERS THAT DON'T EXIST.
- Jul 20TechnologistAMPLIFICATION ONLY — ADAM BACK GOES 10 X-WINDOWS WITH NO ORIGINAL FRAMING. THE TAPE IS DOING THE ARGUING.
- Jul 19Technologist243 MILLISECONDS ON A LAPTOP — THE QUANTUM ESCAPE HATCH WORKS, AND SATOSHI STILL DOESN'T FIT THROUGH IT.
- Jul 19CapitalistTHE CLARITY ACT CAN'T REGULATE BITCOIN — LUMMIS DRAWS THE LINE.
- Jul 19CapitalistMSTR CRITICS DEAD WRONG AGAIN — LIVINGSTON WALKS THE CAP-STRUCTURE MATH ONE MORE TIME
- Jul 19FundamentalistTHE COMPUTE RACE IS A FISCAL RACE — GROMEN WALKS THE CHAIN.
- Jul 19CapitalistTHE ETHICS-CHAMPION UNDER THE ETHICS MICROSCOPE — WARREN & SCHIFF, SAME TRAP, OPPOSITE POLES.
- Jul 19FundamentalistALDEN NAMES THE THESIS — "THE IMMUNE RESPONSE GOT ME BULLISH."
- Jul 18MaximalistTHE HARDEST MONEY GOES TO THE JUNGLE — HUMMINGBIRD LANDS SAT 12 ET.
- Jul 18CapitalistSAYLOR DEFENDS THE CORPORATE PILLAR — COMPANIES ARE HOW BITCOIN SCALES. NECESSARY, INEVITABLE, WELCOME.
- Jul 18CapitalistSAYLOR TAKES A POSITION ON BIP-110 — 110 REASONS, ONE POSITION PAPER.
- Jul 18Maximalist"DOES HE HAVE ACCESS TO MY BANK ACCOUNT?" — TONY ROBBINS' AI JUST BOUGHT A ROBOT DOG WITHOUT ASKING.
- Jul 18CapitalistLIVINGSTON KILLS THE PLEB HIERARCHY — BITCOIN IS NEUTRAL. THE MORAL RANKING ISN'T IN THE CODE.
- Jul 18FundamentalistTHE DATA IS SCREAMING — LIVINGSTON WALKS 20 ON-CHAIN INDICATORS AND CALLS THE BEAR MARKET OVER.
- Jul 18FundamentalistLEPARD CALLS IT CRACK UP BOOM — NOLAND CALLS IT SLOPPY. THE FUNDAMENTALIST TIER CONVERGES ON THE TAPE.
- Jul 18CapitalistTIPRANKS REFRAMES SAYLOR'S THESIS AS AN EXCUSE — THE FOUR CHARACTERS CALL BULLSHIT.
- Jul 18CapitalistTWO AND A HALF BILLION SAYS $72,000 — AND NOT ONE DOLLAR ABOVE IT.
- Jul 17MaximalistVENEZUELAN P2P HITS $1.38B/MONTH — BITCOIN NOW RIVALS OIL AS THE COUNTRY'S RESERVE EXPORT.
- Jul 17FundamentalistTETHER PRINTS THIRTY MILLION WALLETS A QUARTER — GLOBAL DOLLAR SHORTAGE FOUND ITS RAILS.
- Jul 17FundamentalistTAKAICHI TAKES THE WEBX STAGE — WARREN WANTS A HEARING; JAPAN'S PM JUST GAVE THE...
- Jul 17CapitalistPAR IS THE PLAN — STRATEGY TELLS THE TAPE IT WANTS STRC AT NINETY-NINE. THE WRAPPER PRICES ITSELF IN PUBLIC.
- Jul 17CapitalistSCHIFF SAYS STRATEGY IS DILUTED — TIERNEY ALREADY MATHED THE ANSWER. 1.54X TO BT...
- Jul 17CapitalistSAYLOR CALLS THE TRUCE — 'ALLIES, NOT ENEMIES.' FIAT DIES IN 27 YEARS. THE FOUR ...
- Jul 17FundamentalistNIGERIA SIGNS CRYPTO INTO LAW — TINUBU DRAWS THE REGULATORY LINE AFRICA'S BIGGEST BTC MARKET WAS WAITING FOR.
- Jul 17CapitalistMORGAN STANLEY OPENS E*TRADE TO CRYPTO — FIFTY BASIS POINTS BUYS THE RAIL.
- Jul 17CapitalistMETAPLANET CLOSES 100% OF SIIIBO — TOKYO OWNS THE BOND RAIL NOW. THE WRAPPER GOE...
- Jul 17CapitalistTOKYO STACKS THE RAILS — METAPLANET, JPYC, PROGMAT BUILD DIGITAL-CREDIT WHILE FE...
- Jul 17CapitalistMETAPLANET AT WEBX — "NOT A COMPANY THAT ONLY HOLDS BTC." TOKYO BUILDS THE BANK.
- Jul 17FundamentalistMALLERS CALLS IT — "THE ONLY WAY OUT IS PRINTING MONEY?" THE FUNDAMENTALIST TIER AGREES.
- Jul 17CapitalistTOKYO KEEPS BUILDING — SBI TAKES THE CROSS-BORDER RAIL, ASIA GOES FIRST.
- Jul 17FundamentalistECB WARNS STABLECOINS DRAIN THE DEPOSIT BASE — THE BANKING OVERLAY NAMES ITS OWN OBSOLESCENCE.
- Jul 17CapitalistCITADEL LANDS $400M ON CRYPTO.COM — THE EXCHANGE LAYER JUST GOT A NEW LANDLORD.
- Jul 17CapitalistCARDONE STACKS 10.5 SATS FROM RENT — THE REAL-ESTATE OPERATOR SEES THE MEDIAN FIAT LIFESPAN.
- Jul 17FundamentalistLIQUIDITY CLUSTERS PICK THE DIRECTION — THE TAPE RUNS TOWARD THE ORDERS, NOT THE HEADLINES.
- Jul 17FundamentalistBITCOIN LESS VOLATILE THAN THE KOSPI — THE AI FRENZY IS DYING, THE HARDEST MONEY IS CALMING.
- Jul 17FundamentalistLONG-TERM HOLDERS SELL AT A LOSS AT $63K — THE PATTERN RHYMES WITH EVERY BOTTOM WE'VE BOOKED.
- Jul 17FundamentalistBITCOIN CATCHES A MISSILE — THE FED STILL HAS ONE MOVE LEFT.
- Jul 17TechnologistMINERS VOTE WITH THEIR HASHRATE — BIP-110 SIGNALING STAYS BELOW ONE PERCENT.
- Jul 17MaximalistTHREE CHARACTERS, ONE TARGET — SAYLOR CALLS BIP-110 IATROGENIC; KRATTER, HODLONAUT PLANT THE FLAG IN THEIR NAMES.
- Jul 17Technologist0.6% AND HOLDING — MINERS ON CORE V30 QUIETLY IGNORE THE SPAM-FILTER ASK.
- Jul 17MaximalistEIGHT HUNDRED FORTY MILLION HANGS ON TWO PASSWORD GUESSES — SELF-CUSTODY IS SOVEREIGNTY OR IT ISN'T.
- Jul 17FundamentalistFIFTY PERCENT UNDERWATER, FIFTY DAYS TO A BOTTOM — THE ON-CHAIN CYCLE-CLOCK KEEPS TIME.
- Jul 16FundamentalistWARSH DRAWS THE LINE — NO BAILOUT FOR THE CRYPTO INDUSTRY, EVER.
- Jul 16CapitalistSALINAS ANCHORS $40M BTC TREASURY RAISE — THE PLAYBOOK LANDS IN LATIN AMERICA.
- Jul 16TechnologistQ-DAY COMES FOR EVERY CHAIN — BITCOIN GETS ITS RECOVERY PROPOSAL FIRST.
- Jul 16FundamentalistFIDELITY: 14.8M BTC HELD LONG-TERM — 40% AT LOSS, THE BOTTOMING PATTERN RHYMES.
- Jul 16FundamentalistTHE BLEED PAUSES — EIGHT WEEKS OUT, ONE WEEK IN. THE FUNDAMENTALIST COUNTS THE STREAK, NOT THE HEADLINE.
- Jul 16FundamentalistWHALE FROM 2018 MOVES $383M — DORMANT COINS WAKE ONLY WHEN CYCLES DO.
- Jul 16TechnologistCORE V32 SHIPS 1.44X FASTER SYNC — ADAM BACK REPOSTS THE WIN, NODE RUNNERS COLLE...
- Jul 16TechnologistCLOUDFLARE OPENS THE AI-PAYMENT RAILS — STABLECOINS SHIP FIRST, LIGHTNING BUILDS UNDERNEATH.
- Jul 16CapitalistBITCOIN VC VETERANS LAUNCH $40M HOLDCO — SMALL BUSINESSES GET A BTC-NATIVE ACQUIRER.
- Jul 15CapitalistSaylor Enters The Fork Fight
- Jul 14CapitalistPARAFI: CRYPTO TREASURY PREFERREDS HIT $13B/MONTH — STRC BUILT THE MARKET.
- Jul 14FundamentalistCpi Cools To 3.9%, Cuts Return To The Table
- Jul 13CapitalistStrategy Usd Reserve Hits $2.55B
- Jul 13FundamentalistHormuz Guardian Toll
- Jul 8FundamentalistTRUMP KILLS THE MOU — U.S. STRIKES 80+ IRANIAN TARGETS OVERNIGHT. BITCOIN DROPS 3% UNDER $...
- Jul 8CapitalistTREASURY DISCIPLINE — BSTR WALKS FROM ITS OWN SPAC RATHER THAN LIST INTO THE LOW. ADAM BACK...
- Jul 7CapitalistPHONG LE CALLS THE VANGUARD CAPITULATION — $12T LAST HOLDOUT HIRES HEAD OF DIGITAL ASSETS....
- Jul 1MaximalistBitcoin In Self-Custody Is Peace Of Mind
- Jul 1One Bill, Three Outcomes, Every Player · Sunday Investigation · Mempolitics
- Jul 1TechnologistMINERS QUIT THE PROTOCOL. WALL STREET DIDN’T NOTICE. THE NETWORK DIDN’T CARE.
- Jul 1CapitalistMetaplanet builds the apex Bitcoin-native credit factory
- Jul 1FundamentalistM2 at $23T record. Fed wants to cut. Bitcoin’s cap stays 21M.
- Jul 1FundamentalistLummis draws the line
- Jul 1CapitalistMSTR is amplified Bitcoin — 100% BTC runs 130% MSTR
- Jul 1TechnologistCleanspark Trades Hashrate For Gpus
- Jul 1TechnologistThey Tried To Filter The Chain
- Jul 1FundamentalistBuffett sits on $397B cash. Saylor holds 847K BTC.
- Jul 1FundamentalistTHE FED CHAIR WHO PRINTED $3.6 TRILLION JUST JOINED THE AI TRUST THAT LEASED THE MINING RI...
- Jul 1FundamentalistThey killed the rule and added AI. What could possibly go wrong?