Bitcoin-specific news — protocol activity, scaling layers, and BTC-centric applications.
Two collateral calls in February 2026 and 12-hour liquidation windows show why corporate Bitcoin treasury liquidity is difficult to compare without trigger ratios.
Bernstein's updated guide of $10–12M per IT megawatt exceeds its earlier $7.2M brownfield figure, putting capital intensity at the center of TeraWulf's AI pivot.
The rotation reflects more than risk-off positioning: altcoins still lack the ETF plumbing and institutional hedging rails that anchor BTC and ETH as default portfolio collateral.
Investors can compare SpaceX's corporate Bitcoin position with X payments and AI compute, putting Bitcoin miner competition in the same frame.
Forced selling from leveraged liquidations can amplify a move through recent lows, making the lower pocket more important than a brief upside extension.
Bitcoin's roughly 63% S&P 500 correlation keeps equities central, while oil, real yields and the dollar are the key test for a break above its range.
The signal is constructive for BTC, ETH and XRP, but a clear bottom remains unconfirmed and prices may still fall further.
A 57% rate-hike probability puts monetary policy at the center of a historical September pattern, though the dates are a timing signal, not proof of a repeat.
A stronger company-wide outlook contrasts with weaker Bitcoin monetization on Cash App, making the fee changes central to Block's earnings outlook.
The transaction challenges the idea that corporate BTC treasuries are permanent holders, showing how debt and liquidity needs can turn balances into market supply.
The S&P 500's record complicates a broad risk-off reading, leaving Bitcoin's relative weakness as the central market signal.
The era of 'buy more Bitcoin and the stock takes care of itself' is closing: shareholders are now pricing dilution risk, and several treasury vehicles trade below their coin value.
The trade-off is clear: larger spot weights add volatility and deeper drawdowns, while trend rules sacrifice some upside for a more survivable path.
The divergence is the signal: options pricing points to muted near-term movement even as sentiment remains reactive, keeping Bitcoin's direction unresolved.
The 77,000 BTC moving isn't selling pressure; it's users fleeing a hardware-wallet bug. Every bearish on-chain reading this week is suspect, since the largest flow since FTX wasn't economic, it was…
The 30-day no-liquidation window is the structural concession: standard crypto-backed loans routinely force-sell positions on short-term BTC volatility, and Binance is carving out retail-friendlier…
The math driving the yen carry trade hasn't changed: Fed funds at 3.50%-3.75% versus BoJ's 1%. Intervention is a speed bump on yen weakness, not a reset of the rate gap that funds leveraged global…
Galaxy Research has traced 1,596 BTC stolen across three confirmed attack waves, with a suspected fourth wave that would push total losses to roughly 2,000 BTC.
Four Coldcard wallet sweeps have drained hundreds of BTC, yet BTC still trades above $63,000. The bid is treating it as a per-holder operational leak rather than a protocol-level event.
The 55% surge in on-chain activity is the cleanest real-time signal that the Coldcard breach is forcing users to move funds, not just talk about it.
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