Markets

BTC finished the week up 1.6%, while L2s, RWAs and the treasury trade continued to grind lower

Gold is having its best year since 1979, while many DeFi names are trading near multi-year lows

2025 saw a huge compression in the valuation of new tokens, with the steepest losses in infrastructure and gaming

The AI sector was the top loser on the week, trading down -26%

Unit economics inflect, institutional capital shows up onchain, and market structure continues to evolve

BTC leads a broad crypto bid as ETFs post their strongest inflow in weeks

Crypto lags behind TradFi benchmarks, but trends in stablecoins, deposits and loans point to durable multi-year growth

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