Where Money, Investing, and Technology Meet
A decade-old email is reviving questions about whether projects like Ripple posed a threat to Bitcoin’s development or merely served as competitors that some BTC backers sought to exclude. The email, dated July 31, 2014, appears to show Austin Hill, then described as Blockstream’s chief executive, telling the late Jeffrey Epstein and other recipients that […]
A security audit of 2,857 skills on ClawHub has found 341 malicious skills across multiple campaigns, according to new findings from Koi Security, exposing users to new supply chain risks. ClawHub is a marketplace designed to make it easy for OpenClaw users to find and install third-party skills. It’s an extension to the OpenClaw project, […]
Bitcoin has fallen to the 12th-largest asset globally by market capitalization, slipping behind Tesla in the rankings, according to CompaniesMarketCap. The digital asset’s price tumbled to $81,000 earlier today and continued to fall as trading progressed. At the time of writing, BTC was hovering around $77,300, down 8% over the past 24 hours, TradingView data […]
In a global investor survey from Coinbase Institutional and Glassnode, 1 in 4 institutions agreed that crypto has now entered a bear market. Yet the majority of institutions still said Bitcoin was undervalued, and most said they had held or increased exposure since October. That discrepancy matters because it captures how institutions are positioning right […]
My $49k Bitcoin bear thesis, a January check-in, the plumbing is flashing while price bleeds I wrote my medium-term $49,000 bear thesis in late November with one simple idea, Bitcoin still moves in cycles, and the next real “this is the low” moment tends to arrive when miner economics and flows line up at the […]
A reader asks: I’m a Bogle-DIY investor with a broad allocation with most of my money in total US and foreign stock index funds. But I also sprinkle some smaller allocations to small cap value, emerging markets and bonds. Everything outside of US stocks has been sucking wind for the past decade…until the past 15 […]
The Teacher Retirement System of Texas (TRS), the state’s largest public pension fund, has increased its holdings in Strategy (MSTR), the Bitcoin treasury giant. According to a new SEC filing, by the end of Q4 2025, the Austin-based pension fund held 80,844 MSTR shares worth over $12 million, up from 73,446 shares in the previous […]
Posted January 28, 2026 by Ben Carlson Today’s Animal Spirits is brought to you by Invesco: Today’s show is sponsored by Invesco. Visit https://Invesco.com/fixedincome to learn more about their comprehensive fixed income solutions and how they can help strengthen your portfolio’s foundation. On today’s show, we discuss: Listen here: Charts: Recommendations: Tweets/Bluesky The smaller, the […]
Bitmine, the Ethereum treasury company chaired by Fundstrat’s Tom Lee, staked an additional 113,280 ETH worth about $341 million today, according to data from Arkham Intelligence. Tom Lee(@fundstrat)’s #Bitmine staked another 113,280 $ETH($340.68M) an hour ago. In total, #Bitmine has now staked 2,332,051 $ETH($7B), 55% of its total holdings.https://t.co/P684j5YQaG pic.twitter.com/Q4VDKaxmFp — Lookonchain (@lookonchain) January 28, […]
Crypto whales are reaching for gold as Bitcoin stalls, but the trade may be less of a verdict on crypto than a hedge for a specific macro window. On Jan. 27, blockchain sleuth Lookonchain flagged three addresses that collectively withdrew about $14.33 million in tokenized gold from centralized exchanges, including Bybit, Gate, and MEXC. The […]
