JPMorgan: MicroStrategy's 2026 BTC buys could top $30B
The run-rate is now tracking well ahead of the $22B accumulated in each of 2024 and 2025 — and April's acceleration is the part that matters.
Crypto business news — institutional moves, funding rounds, payments, partnerships, and country-level adoption.
The run-rate is now tracking well ahead of the $22B accumulated in each of 2024 and 2025 — and April's acceleration is the part that matters.
Concentration in the AI trade mirrors late-1990s tech, and the Bitcoin miners that pivoted to HPC are now exposed to the same unwind risk on both sides of the balance sheet.
The $30B pace is triple Strategy’s 2024 baseline and arrives as the stock trades at a 26% NAV premium — JPMorgan reads the financing window, not just the balance sheet.
TCAN launches on Nasdaq as Wall Street infrastructure — Goldman, Microsoft, DTCC — underwrites the privacy-focused chain, widening the institutional crypto ETF shelf beyond Bitcoin and Ethereum.
BlackRock's IBIT absorbed $134.6M of a single-day $46.3M net print, while the sector closes in on its longest weekly inflow run since July 2025 — the institutional bid looks structural, not reactive.
The deal pairs South Korea's second-largest crypto exchange with a subsidiary of Vietnam's biggest securities firm, tapping a market Chainalysis ranks fourth globally in adoption.
The 5-second settle time and the 24/7 window are the headline, but JPMorgan's $3T Kinexys volume and DTCC's looming tokenization launch are the signals that this is now infrastructure, not experiment.
Strip the $117M mark-to-market hit and the mining platform was profitable, the company says — but the loss lands as a public-markets first read on a quarter that hammered treasuries with bitcoin…
eToro CEO Yoni Assia has made a bold generational claim, declaring that the next wave of users is being "born onchain"…
A $292M LayerZero exploit in April forced the Kelp DAO bridge off LayerZero; Solv Protocol's voluntary $700M migration pushes the combined flight past $2B in protocol value, framing CCIP as the…
Beneath stalled prices and record-low funding rates, long-term allocators are rotating from pure BTC into a BTC–ETH–SOL core — and GSR just packaged that thesis into a new ETF.
Amazon Bedrock AgentCore Payments is the first managed payment layer purpose-built for autonomous agents — and it routes the first wave of real machine-to-machine volume through stablecoin rails.
Binance co-founder Changpeng Zhao argues that artificial intelligence's insatiable appetite for capital is itself a…
Binance founder Changpeng Zhao has singled out the United States as the current front-runner in crypto policy…
Institutional trading volume jumped 800% in six months to $178B annualized — the funding is the easy story; the Wall Street shift toward event contracts is the harder one.
Each venue uses its own market maker and underlying structure, so a single equity is now trading at three meaningfully different marks on the same day.
Three rounds in seven months, with valuations roughly doubling each time — a growth pace that puts Kalshi in the same conversation as Polymarket and the broader prediction-market sector rushing to…
The price tag is eye-catching, but the harder signal is the institutional build-out — block trading, risk products, broker rails — and an 800% surge in institutional volume over six months.
The handoff marks Bitwise's official entry into tokenized funds, with USCC's smart contracts and token address preserved — and Superstate pivoting to pure onchain infrastructure via FundOS.
Day 3 brings Trump Jr. and Zach Witkoff to the World Liberty Financial stage, Tom Lee's keynote, and a Senate Banking markup timeline that Patrick Witt pegged as achievable within four weeks.