DCA into Bitcoin Costs Advisors Clients, Warns 10x Research CEO
Cycle-aware long-only strategies cut maximum drawdown to −44% versus −80% for buy-and-hold — the regime framework advisors should run before the next 70% drawdown lands.
Crypto business news — institutional moves, funding rounds, payments, partnerships, and country-level adoption.
Cycle-aware long-only strategies cut maximum drawdown to −44% versus −80% for buy-and-hold — the regime framework advisors should run before the next 70% drawdown lands.
Microsoft is off 33%, Meta 28%, and BTC sits 50% below its October peak — the rotation is structural, not a single-trade mood swing, and the capex math behind the AI arms race is finally getting…
The 11% discount to par has paused the at-the-market share sales Strategy uses to buy bitcoin — the same instrument whose dividends forced the company's first BTC sale in early June.
BTC has closed under its 200-week SMA on only ~10% of trading days since 2017; those entries have historically delivered median 113% one-year and 313% two-year returns.
Spot trading is the part of Coinbase Wall Street already models; derivatives, stablecoins and AI rails are the parts they don't yet — and Tuesday's product salvo was about convincing analysts the…
More than 50,000 Club World Cup tickets have already shipped with onchain rights, and secondary-market turnover has crossed $15M — a rare real-world deployment that Ava Labs and FIFA are trying to…
The headline-grabbing flows — Morgan Stanley's $230M ETF launch, BlackRock's BTC income fund, SpaceX's $1.2B treasury — all sit on top of the same unglamorous plumbing: trusted benchmarks that…
Pritzker signed the levy into law days after the crypto industry spent $10M backing the opposing candidate in the state's Democratic primary; with the legislature out of session, the most realistic…
Tokenized bond issuers on Solana can now attach Moody’s ratings directly to securities — the same trusted credit signal investors rely on offchain, embedded in the asset itself.
The buyback is a confidence vote, not a turnaround — the equity is still trading near $6.07 against an $18 January IPO, and rivals Kraken and Consensys have already pulled their listings.
The Grupo Elektra founder's bet is unusually concentrated even by billionaire standards — and his 'mortgage the home' advice frames BTC as a replacement for the largest store of wealth most people…
Eight days post-IPO, SpaceX trades at 130x sales on a $4.94B loss — and the hottest risk-capital trade is an unprofitable stock siphoning the same flow bitcoin wants.
A Singapore startup is embedding Anthropic's Model Context Protocol into stablecoin settlement so autonomous software can move Asia-Pacific's $28.9T B2B e-commerce flow without a human in the loop.
Roughly 75% of pre-MiCA crypto registrations in Europe are expected to lapse this month — BitGo's BaFin-authorized custody stack offers a faster on-ramp than building a regulated stack from scratch.
Schiff's concession that BTC likely survives doesn't soften his core thesis: a decade-long underperformance call against gold, with ETFs framed as an exit ramp for early holders rather than fresh…
The registration and trading ban closes out the agency's case but adds nothing to the 12-year prison sentence — the structural read is that a top-tier US regulator now has a permanent fraud record on…
Hyperion's Hyunsu Jung argues HYPE's $75B fully diluted peak puts it in CME, IBKR, and Robinhood territory — and that the chain's next chapter is L1-style app revenue, not just perps.
The call hinges on a structural shift: Jefferies argues IREN's higher-margin AI cloud revenue is growing fast enough to revalue the stock away from its data center leasing multiple.
Panellists on this week's NFA Live argue that tokenized equities, a stalled Clarity Act and ECB hostility are siphoning momentum from crypto just as a seasonal soft patch sets in.
The same card network crypto was built to bypass is now the on-ramp for stablecoin spending — a structural inversion of the original disruption thesis, and a sign that rails beat ideology for…