Sector-wide market analysis: dominance, liquidity, on-chain flows, whale activity, and exchange in/outflows.
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…
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.
With only 20% of the June 26 expiry currently profitable and max pain sitting 14% above spot, the largest expiry on the calendar is shaping up as a volatility catalyst either way.
Bitcoin slips under $65K and derivatives quiet ahead of the Fed's first decision under new Chair Warsh, while UNI defies the tape on a Standard Chartered $100 2030 call and live fee burns.
Bitcoin's price adjusted for M2 money supply has rolled over into a textbook bearish pattern, suggesting the crypto asset's structural outperformance of dollar debasement is running out of road.
The 3.3% drop flipped $1.22–$1.23 from breakout zone into resistance, but XRP is still holding above the $1.20 pivot that separates a healthy pullback from a deeper reversal.
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…
Five months underwater at an estimated $78K production cost has pushed ~20% of miners into losses, and Q1 2026 treasury sales from public miners already ran ahead of full-year 2025.
1.9K $BTC (≈118.6M) moved from unknown wallet to #Paypal.
The signal isn't just the cost line — it's that public miners are now running at a structurally negative margin while BTC trades in the low production-cost band, a setup that historically pressures…
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.
A single-hour wipeout of this scale signals forced selling across leveraged positions, not orderly profit-taking — the kind of cascade that can accelerate a move well beyond its fundamental trigger.
1K $BTC (≈62.4M) moved from unknown wallet to #Coinbase.
2.1K $BTC (≈134.9M) moved from unknown wallet to unknown wallet.
Wang is the second co-executive director out the door this year, bringing senior departures at the EF to eight over five months — a brain drain the market is now pricing into ETH's competitive…
Bitdeer, CleanSpark and peers are diverting capital and infrastructure toward AI workloads, creating a structural tension between hashrate growth and the treasury models miners built during the last…
250M $USDC (≈250.1M) moved from USDC Treasury to #Coinbase.
500M $USDT (≈499.4M) moved from Tether Treasury to #Binance.
500M $USDT (≈499.5M) moved from #Binance to Tether Treasury.
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