Shaunda Devens
The treasury company now holds 673,783 BTC, but flow is more likely to be episodic in this year’s financial climate
DTCC moves DTC-custodied Treasuries onchain via Canton, while Lighter’s LIT launches trading at a fees multiple in Hyperliquid territory
2025 saw a huge compression in the valuation of new tokens, with the steepest losses in infrastructure and gaming
Lightspeed IR, launched with the Solana Foundation, aims to give allocators a single surface for diligence and communication
Nearly 40% of Hyperliquid’s daily active users trade through third-party frontends rather than the native UI
BTC’s Asia-session move and Ethena’s weaker yields reflect a market adjusting to tighter yen funding and softer derivatives carry
Nvidia’s blowout earnings brighten risk sentiment, but crypto lags as BTC selling accelerates and sector performance bifurcates
Lido unveils a new buyback plan while BTC treasury companies slip below mNAV — can either model can truly return value?
The Senate advanced a bipartisan funding package aimed at ending the shutdown, and bitcoin rose from its $100K bottom
As flows consolidate and volatility fades, finding edge now means knowing which games are still worth playing
MegaETH’s public sale opens at an FDV between $1M–$999M, but premarket perpetuals on Hyperliquid already price it at approximately $5B
HIP-3 launches on mainnet, early builder distribution lifts XYZ100, and vHYPE opens deposits at 11 a.m. ET
Bitcoin miners are up more than 150% this year as investors re-rate them as energy infrastructure providers
Korea’s “Google” just bought the country’s “Coinbase” in a bold bid to build a super app spanning payments, stocks and crypto
The Fed’s rate cut set off a risk rotation, with BNB and HYPE leading majors with strong momentum
Crypto is shifting into risk-on mode — pump.fun dominates meme activity, while Lido leans on treasury maneuvers
Faster markets and bigger bets are reshaping how capital and predictions flow onchain