Sector-wide market analysis: dominance, liquidity, on-chain flows, whale activity, and exchange in/outflows.
Downside protection is gone while $5B in upside options sits exposed to whatever the Fed delivers, and long-term holders are now the only wall under $64,000.
Event contracts pulled $156M versus $100M from crypto trading, a 38% YoY slide in token revenue, while overall net income climbed 48% to $573M.
Earnings beat and a record $1.31B quarter were not enough to offset a 38% year-over-year drop in crypto trading revenue, setting a cautious tone for Coinbase's report Thursday.
The corporate Bitcoin balance-sheet trade that minted Saylor-style equity premiums is unwinding fast, with one major firm sitting on $10B of paper losses and bracing for a $27B downside case.
The dissent is the signal: three FOMC voters wanted a hike at the same meeting the chair kept policy on hold, with the committee citing Middle East energy shocks as the reason inflation stays above…
A 78% haircut on a Goldman-issued structured note tied to Strategy (formerly MicroStrategy) crystallises the gap between equity-style upside bets and the credit risk underneath the bitcoin-treasury…
The mechanic only fires after a token bonds, so the lift is behavioural, not structural — and it tells you something about how Solana memecoin creators price the path to Raydium.
A sixth straight pause is the easy headline; the harder read is whether Chair Kevin Warsh uses the press conference to walk back forward guidance and the dot plot that markets have anchored to for…
Treasury stocks trading below the value of their coins are supposed to be screaming buys. The catch is dilution: every new share printed to buy more BTC erases the discount.
For only the second time on record, 2-year yields pay more than the 3-month futures basis, and the entire off-chain stack reads downstream of that one spread.
VanEck says the premium investors are paying for AI-hosting miners is running ahead of actual delivered capacity, so execution and tenant quality now decide who keeps the multiple.
Crypto still represents a sliver of SoFi's $1.2B quarterly net revenue, but William Blair sees the segment helping drive a product growth inflection across the fintech.
The earnings number matters less than the H2 outlook and whether Coinbase can finally get its diversification story past the regulator's desk in Washington.
CoinMarketCap's top 10 sat unchanged as of 15:00 UTC on 29 Jul 2026, with the 24-hour action concentrated in the…
A snapshot of eight marquee VC-backed protocols returns a stark ratio: $6.3B in cumulative funding against roughly $471K in annualized revenue, a 13,000-year payback on current run rate.
Strategy's BTC Yield is sliding, Metaplanet trades below its coin value, and Europe's new entrants are asking investors to fund dilution nobody has priced yet.
BitMEX co-founder Ben Delo's 2015 epiphany produced a product that now moves tens of trillions of dollars a year and is on the verge of reaching CME-listed equities.
The argument reframes XRP as something institutions are forced to hold, not something they spend, and that hinges entirely on whether the asset ever becomes locked collateral in a real venue.
A single line from the Bitcoin creator ended one of the protocol's earliest scaling arguments, and the exchange still frames how the community handles fundamental disagreements.
The rating stays Outperform even as the target drops $50, framing Open USD as a sentiment shock rather than a structural threat to USDC's reserve income.
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