Markets

Despite a soft market backdrop, Solana DeFi tokens showed relative strength, with Sanctum leading the pack

The data paint a complicated picture about user activity and the Monad ecosystem

Ethereum rolls out Fusaka, setting the stage for a stronger blob fee market and renewed deflationary potential

Money market indicators are flashing liquidity stress again as crypto underperforms equities

Meanwhile, high performance in AI and DePIN signals a renewed speculative appetite in infrastructure and computation.

The S&P 500 fell -2.4% yesterday, and BTC plunged -5.2% to $80K today

Nvidia’s blowout earnings brighten risk sentiment, but crypto lags as BTC selling accelerates and sector performance bifurcates

Randomness is easily mistaken for meaning, especially in markets.

Markets retreated on Monday amid renewed macro uncertainty, with every index in the red except crypto minders

With markets still lagging, indices for BTC, crypto miners, and the Solana ecosystem are down

GPUs are starting to go dark even as data-center spending doubles — is a bubble on the horizon?

Risk assets sold off as doubts loom over a December rate cut, with BTC tumbling briefly below $95K this morning

Lido unveils a new buyback plan while BTC treasury companies slip below mNAV — can either model can truly return value?

A new Sui-based protocol promises to unlock Bitcoin’s idle liquidity and eliminate wrapped-token risk

What does Uniswap’s proposal to activate protocol fees and unify incentives mean for UNI token holders?

Risks and illiquidity come to surface in the wake of a red October

BTC tumbles 15-20% from recent highs while ETF outflows signal shifting sentiment among institutional players

Crypto markets were negative yesterday, but BTC miners rallied on blockbuster HPC deals

Equities remained more resilient to macro weakness, with S&P and Nasdaq 100 gains

If AI is a bubble, let’s hope it gets even bigger

Markets have been shadowed by the continued government shutdown and concerns about tech’s massive AI spending

As flows consolidate and volatility fades, finding edge now means knowing which games are still worth playing

“Adjusted for size, I think it may be the most successful ETP launch of all time,” Bitwise CIO Matt Hougan says

As Solana ETFs launch but network REV trends lower, Jito sits at the intersection of new capital inflows and microstructure improvements