Institutional crypto activity — corporate treasuries, custody mandates, pension and endowment moves, and bank involvement.
Grayscale values Aave at $80 to $100 today and sees a path to $175 if tokenized RWA flow accelerates into DeFi lending — a near-double that hinges on regulatory clarity.
The 11% discount to its $100 stated amount matters more than the price tag — the dividend was designed to defend that level, and it's now visibly failing to.
The position size is modest and the leverage is extreme — but the story matters because it lays bare the math retail traders face when they bet against a 30-day chop and the support below them is…
The industry's $150M cash pile is reshaping the next Senate faster than it can deliver the market-structure bill that cash is supposed to buy.
The soft-peg test: STRC's slide below $92 reveals that without an automatic price floor, Strategy must choose between paying investors more, restructuring the dividend, or watching its…
VanEck's framework values a leased megawatt above 10x gross energized power, versus 2x–6x for pipeline alone — but delivered AI capacity sits at only ~25% of what has been leased, with a near-term…
The bid is real — combined Kalshi and Polymarket volume nearly doubled to $14B by June — but liquidity depth, basis risk, and who settles a disputed outcome decide whether corporate treasuries ever…
Cycle-aware long-only strategies cut maximum drawdown to −44% versus −80% for buy-and-hold — the regime framework advisors should run before the next 70% drawdown lands.
Microsoft is off 33%, Meta 28%, and BTC sits 50% below its October peak — the rotation is structural, not a single-trade mood swing, and the capex math behind the AI arms race is finally getting…
The 11% discount to par has paused the at-the-market share sales Strategy uses to buy bitcoin — the same instrument whose dividends forced the company's first BTC sale in early June.
BTC has closed under its 200-week SMA on only ~10% of trading days since 2017; those entries have historically delivered median 113% one-year and 313% two-year returns.
Spot trading is the part of Coinbase Wall Street already models; derivatives, stablecoins and AI rails are the parts they don't yet — and Tuesday's product salvo was about convincing analysts the…
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 buyback is a confidence vote, not a turnaround — the equity is still trading near $6.07 against an $18 January IPO, and rivals Kraken and Consensys have already pulled their listings.
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.
Roughly 75% of pre-MiCA crypto registrations in Europe are expected to lapse this month — BitGo's BaFin-authorized custody stack offers a faster on-ramp than building a regulated stack from scratch.
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…
The registration and trading ban closes out the agency's case but adds nothing to the 12-year prison sentence — the structural read is that a top-tier US regulator now has a permanent fraud record on…
Hyperion's Hyunsu Jung argues HYPE's $75B fully diluted peak puts it in CME, IBKR, and Robinhood territory — and that the chain's next chapter is L1-style app revenue, not just perps.
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