Institutional crypto activity — corporate treasuries, custody mandates, pension and endowment moves, and bank involvement.
Coinbase recorded nearly $400 million in net losses in the first quarter as revenue fell 31% year-over-year to $1.41…
Coinbase made a significant balance sheet move in Q1 2026, purchasing $88 million worth of Bitcoin — a direct signal…
The headline loss is large, but the structural read is the strategic pivot away from spot trading toward derivatives, prediction markets, and stablecoin rails — revenue lines that are less correlated…
The non-cash remeasurement loss on Block's 28,355 BTC treasury is a footnote next to a 27% gross-profit beat, a 25% margin record, and a guidance raise that puts 2026 EPS growth at 62%.
The world's largest custodian — $59.4T under custody and 90% of the Fortune 100 on its books — putting a regulated crypto rail into ADGM is the legitimising signal Gulf capital has been waiting for.
Trading revenue and subscription income both undershot — but record 8.6% market share, 169% YoY derivatives volume growth, and a $200M retail-derivatives run rate show the diversification thesis is…
Three straight months of bitcoin ETF inflows against gold ETF outflows since the Iran conflict marks a regime shift in how investors price fiat debasement — and CME futures positioning says the bid…
The bank oversees $59T in client assets and was the first major US G-SIB to launch digital-asset custody — its UAE entry with Finstreet and ADI Foundation is the legitimizing vote the Gulf's…
Three of Wall Street's most powerful institutions — BlackRock, JPMorgan, and Morgan Stanley — are simultaneously…
Moody's has flagged that Morgan Stanley, the $2 trillion financial services giant, is rapidly expanding its crypto…
The 'buy' reiteration lands the same day BTDR jumped 21% on a Hut 8 AI deal — Benchmark says most hybrid mining/AI peers have already re-rated while BTDR still sits at 4.5x forward EV/revenue.
Strategy's executive chairman Michael Saylor has delivered a pointed directive to investors and institutions alike —…
The run-rate is now tracking well ahead of the $22B accumulated in each of 2024 and 2025 — and April's acceleration is the part that matters.
Concentration in the AI trade mirrors late-1990s tech, and the Bitcoin miners that pivoted to HPC are now exposed to the same unwind risk on both sides of the balance sheet.
The $30B pace is triple Strategy’s 2024 baseline and arrives as the stock trades at a 26% NAV premium — JPMorgan reads the financing window, not just the balance sheet.
BlackRock's IBIT absorbed $134.6M of a single-day $46.3M net print, while the sector closes in on its longest weekly inflow run since July 2025 — the institutional bid looks structural, not reactive.
Three rounds in seven months, with valuations roughly doubling each time — a growth pace that puts Kalshi in the same conversation as Polymarket and the broader prediction-market sector rushing to…
The price tag is eye-catching, but the harder signal is the institutional build-out — block trading, risk products, broker rails — and an 800% surge in institutional volume over six months.
The $10 bump is small; the real signal is BTC Yield estimates jumping to 18.2% for FY26 from 16.7% — and the analyst's dismissal of the 'perpetual dilution' concern that has capped the multiple since…
Multicoin Capital and Cypherpunk Technologies disclosed ZEC positions worth hundreds of millions on a single session that saw $1B in open interest and $62M in short liquidations — a narrative trade…
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