Crypto market intelligence — price action, technical analysis, ETFs, macro signals, and stablecoin moves.
A Block Research walk-through of the rails, settlement layers, and FX corridors that turned stablecoins into a working cross-border payment primitive.
The venue is solvent on paper but insolvent on cash, a wedge that widens whenever an illiquid altcoin treasury is the only thing standing between a balance sheet and payroll.
Altman's model attaches probability-weighted targets to ETF flows, the US Strategic Bitcoin Reserve, and macro liquidity, but the chart has been stuck in the same $60K-$82K range for six months.
The inflation print landed soft enough for risk assets to breathe, but three dissents on the FOMC vote and Kevin Warsh's 'no forward guidance' stance leave the next move genuinely up in the air.
History says the Q3 window of weakness arrives next. The monthly-return tape and the 10-year yield already suggest August and September carry the asymmetric downside risk.
A multi-cycle trend line going back to August 2025 just gave way, mirroring the post-QT normalisation pattern that ended 2019's altcoin slump, with OTHERS/BTC still sitting roughly 15% below its own…
The model's bull case rests on spot ETH ETF inflows flipping positive, ETHA leading the flow stack, and Pectra and Fusaka scaling compressing L2 costs into 2026.
The Nasdaq listing unlocked trading, not liquidity. Holders will wait through the bankruptcy estate's distribution schedule before any of those shares can be converted to cash.
The headline number masks the real story: Strategy is still buying bitcoin, cutting convertibles, and funding preferred dividends by selling a slice of its stack.
The gap between customer count and revenue shows how thin the unit economics still are for neobanks selling crypto at the retail layer.
The print delivered record retail market share and a doubling of prediction-market volume, but a heavy reliance on non-bitcoin revenue and softer transaction income pushed shares lower.
The headline 1.5% growth print undercut forecasts, but a 3.2% consumer-spending pace and 5.7% GDP price index leave the Fed little room to ease, keeping $BTC pinned below $69K.
The $8.32B unrealized hit on its 843,775 BTC is the headline, but a $3.75B cash buffer, $1.5B of discounted note buybacks and a brand-new bitcoin-selling program change what the structure actually…
Both transaction and subscription revenue came in light of consensus, but the real debate on the call will be whether recurring businesses can keep shrinking Coinbase's dependence on trading fees…
The 16,000-adviser distribution network behind MSSE and MSOL is the real story; the early inflow edge against BlackRock's ETHA signals Wall Street's broker-led channel is now open competition.
Three hawkish dissents and a Warsh restatement of the 2% target make this the first Fed pause since 2008 that the market is pricing as a pause, not a done deal.
The bill still lacks the 60 votes it needs before the Aug. 7 recess, leaving the bipartisan market-structure push on a tight clock.
Two sales since mid-June have trimmed Quantum's ETH stash by 28.6%, handing the leading Japanese corporate Ethereum holder crown to Def consulting.
Analysts see the bill as broadly positive, but specific provisions risk discouraging the institutional participation the legislation is designed to unlock.
The sell crystallised a £39,984-per-coin loss and signals a wider pivot among treasury holders treating BTC as liquidity rather than a permanent reserve.
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