Archive

Bitcoin Miners Are Pivoting to AI, but the Power Trade Is Harder Than It Looks

Bitcoin Stabilizes Near $60K, But ETF Selling & STRC Stress Keep Pressure on Crypto

Stability near $60K masks a deeper problem: ETF demand has vanished, STRC stress is reshaping the Bitcoin treasury trade, and institutional capital has yet to return.

A Fed Pivot Window After a Q2 Close Nobody Wants To Remember

Bitcoin enters July under pressure from all sides—record ETF outflows, a hawkish Fed, and renewed geopolitical risk converge in a week that could reset the trend.

Rated, But Not Equal

Moody's Aaa-mf resolves the credit threshold question for tokenized money market funds. The infrastructure question — where allocator risk now actually lives — requires a separate framework.

The Warsh Fed Changes the Crypto Playbook as Bitcoin’s Next Move Now Depends on Liquidity

Crypto is entering a higher-for-longer regime where liquidity – not cycle lore – sets prices, and every asset now has to prove demand without the promise of rate cuts.