BTC

The treasury company now holds 673,783 BTC, but flow is more likely to be episodic in this year’s financial climate

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

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

The Nasdaq slipped yesterday after disappointing Q3 revenue from Oracle

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

Kalshi raises a billion dollars, and Trump’s new Fed Chair pick is imminent

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

BTC’s Asia-session move and Ethena’s weaker yields reflect a market adjusting to tighter yen funding and softer derivatives carry

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

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?

The team is betting that a 20-minute hardware trust window beats a new alt-L1

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

Advice from Neal Stephenson, Kyle Broflovski, and Crypto Mom on building in crypto

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

With tBTC under the hood, Acre abstracts bridging and converts non-BTC rewards to bitcoin

DOJ files record civil forfeiture against more than 127,000 BTC linked to scam activity

The bank will allow bitcoin and ether fund exposure in any account type, marking a post-election shift in Wall Street’s crypto stance

The €7 million investment marks Luxembourg’s first sovereign exposure to Bitcoin