BTC 21M cap challenged by Zcash founder over lost keys
Eli Ben-Sasson argues that lost keys will erode Bitcoin's fixed supply to zero over time and pushes for a clearer monetary policy with an absolute upper bound.
Sector-wide market analysis: dominance, liquidity, on-chain flows, whale activity, and exchange in/outflows.
Eli Ben-Sasson argues that lost keys will erode Bitcoin's fixed supply to zero over time and pushes for a clearer monetary policy with an absolute upper bound.
A former top-10 CEX backed by Polychain and Hack VC went dark on July 1, the same day on-chain sleuth ZachXBT warned that public wallets had run dry on ETH, USDT and SOL.
The flow tells two stories at once: stronger miners are borrowing against their coins to fund AI buildouts, while stressed peers are forced sellers.
July has historically delivered a single-digit-percent bounce inside midterm-year weakness, and Bitcoin just ripped off the early-July low, but 2018 and 2022 show those gains typically get handed…
The second consecutive quarterly decline leaves volume at half the Q4 2025 peak, with Hyperliquid still anchoring the sector at $620B despite the slowdown.
The asset class is still a rounding error against TradFi, but the compounding rate is now the story: five onchain categories are pulling real capital migration.
Only the third BTC sale in Strategy's history, and the first that meaningfully tests whether management will offload bitcoin to defend dollar liquidity rather than simply topline MSTR's stack.
A $1.5B debt repayment has hollowed out Strategy's reserve just as preferred dividends climb, forcing common shareholders to absorb the burden the paper was supposed to carry.
Three years of U.S. trade-secret litigation ends not on the merits but on a 5.98 million-pound London arbitration award Citadel says it cannot collect.
After June's IPO revealed a near-doubling of SpaceX's BTC stack, onchain trackers are reading tiny internal transfers as housekeeping, not a sale signal.
120M $USDT (≈119.9M) moved from Tether Treasury to unknown wallet.
Political prediction markets hit $5.7B in Q2 2026, with Polymarket near-totally dominant, yet still well short of the $7.4B election-driven peak from late 2024.
Three whale cohorts have all resumed offloading, the funding rate flipped negative, and $0.150 is now the line deciding whether ADA revisits the $0.138 cycle low.
The 19,061× return looks like a masterclass until you notice the entry: $86, the kind of position size that survives because losing it means nothing.
The supply contraction on the most-used stablecoin network is a real liquidity signal, but the offsetting Binance balance build suggests the USDT float is rotating venues, not leaving the market.
5.3K $BTC (≈328.6M) moved from unknown wallet to unknown wallet.
250M $USDC (250.1M USD) has been minted at the USDC Treasury.
Two days of inflows don't overturn a $2.73B 10-day outflow streak, and the Coinbase Premium has been negative for 50 straight sessions: the bid is tactical, not structural.
With every vested token already in circulation, the six large-caps listed shed a recurring source of supply overhang and remove a forward-looking overhang that has historically capped their upside.
The pitch reframes MicroStrategy's dividend math as a function of Bitcoin's long-run returns, not the company's cash flow: above 3.3% annualized, the BTC capital gains cover the variable dividend in…