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Even a 45% drawdown from peak may not clear the premium, she argued, since much of SpaceX's valuation logic rested on its xAI tie-up rather than rockets and Starlink alone.
The treasury added $100M of Bitcoin yet per-share stack growth halved, exposing the gap between headline holdings and the metric Strategy itself invented to sell the thesis.
The SPR is now at its thinnest since Reagan's first term, and the next refill decision is the open question for crude traders and inflation watchers.
Lagos is moving from ad-hoc enforcement to a single inter-agency table, a structural shift every Africa-focused crypto desk will read closely.
2.1K $BTC (≈134.4M) moved from unknown wallet to #Kraken.
Richard Teng frames the call around the four-year cycle and a 300-day mark since the all-time high, betting capital cools off AI and rotates back into crypto.
The penalty is small, but it lands ahead of Vietnam's regulated digital asset market launch and turns unlicensed platforms into a directly enforced retail offense in Asia's fourth-largest adoption…
A former New York governor on a crypto exchange board is the kind of political-credibility hire exchanges make when they want Washington access, and OKX is openly chasing Coinbase's U.S. footprint.
Long-term holder supply just hit an all-time high while medium-sized wallets distribute, a divergence that has preceded every prior cycle top and frames the current Fibonacci retest.
A round-number pump milestone has a way of focusing consumer attention on inflation; with Brent already pricing the conflict, the political pressure on the Fed shifts.
The threat comes as the US keeps a carrier group in the region and crude trades near multi-month highs, sharpening the risk-off read across equities, gold, and crypto.
The flip from outflows to two straight positive weeks is led by ETHA, the same institutional pull that carried IBIT through a parallel BTC recovery earlier this summer.
996 $BTC (≈64.7M) moved from #Coinbase to unknown wallet.
1.2K $BTC (≈76M) moved from unknown wallet to Coinbase Institutional.
The bill cleared the House and Senate Banking, but a Warren-led push for enforceable crypto ethics language tied to Trump's $1.4B disclosure has frozen floor math, with the August recess narrowing…
The market is sending mixed signals: liquidity on the sidelines is thinning while retail trading rebounds, and corporate treasury buyers have gone nearly silent with just 101.5 BTC added across three…
The clarification comes after repeated criticism that profile-picture swaps and memes from Coinbase's CEO were being read as implicit signals on individual tokens in the Base ecosystem.
If passed on July 21, the law opens limited retail access to liquid cryptocurrencies while giving Moscow a legal framework to tax, police, and authorize crypto in cross-border trade.
A single options position worth roughly 2% of Bitcoin's circulating supply is now the loudest long on the Fed-cut thesis, dwarfing what Wall Street's $100K targets priced in.
The analyst kept a Buy rating even while cutting the price target by nearly half, a split that signals Benchmark sees the stablecoin move as a rerating catalyst the market has not yet priced in.
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