The Coldcard exploit drained about $38M from 500 wallets, reviving the self-custody vs ETF debate while Bitcoin held near $62,951. Our full market read.
Texas weighs a Bitcoin ATM ban after $57M in kiosk scams, yet BTC held near $63,868. Why this reads as localized retail noise, not a market driver.
Strategy booked an $8.32 billion Bitcoin loss, yet MSTR rose after Saylor signaled a flexible strategy. Here is what the pivot means for BTC.
Roughly $38M in BTC drained in a Coldcard wallet incident, but weak seed entropy is the real warning. BTC held near $63,930. Our full read inside.
The US and Japan coordinated a 3.3% dollar-yen intervention, the biggest in over two years, while Bitcoin held near $63,932. Signal or sideshow for crypto?
Amazon banked a $600M tariff refund and Apple lifted margin two points, yet BTC held near $64,320. Why this tariff refund is a crypto non-event.
XRP retail trading is live on Hong Kong’s licensed OSL exchange. A structural win for access, but the muted price says smart money isn’t chasing it.
SpaceX won a $1.6 billion Space Force Golden Dome contract, yet Bitcoin barely moved. Here is why crypto ignored the headline and what actually matters.
Core Scientific paid $41.9M to exit Block’s Bitcoin mining deal and lean into AI, yet BTC held near $64,186. Here is what the muted reaction really means.
Arthur Hayes named three triggers for an AI bubble burst, but the clip is archive footage. Here is why crypto barely reacted and where smart money looks.
Binance gold and silver options now settle in USDT with one-day expirations. We read what the launch means, and does not mean, for BTC.
Citrea’s Bitcoin mainnet is live with over $9M in vaults. We break down what the launch means for BTC yield, institutional capital, and near-term levels.
