Bitcoin miners find new ally in Google for AI transformation

Search engine giant Google has emerged as a silent architect behind Bitcoin miners’ rapid pivot towards artificial intelligence (AI). Instead of acquiring mining firms, the Alphabet-owned company has provided at least $5 billion of disclosed credit support behind a handful of BTC miners’ AI projects. While markets often frame these announcements as technology partnerships, the […]

6 mins read

Why did these Bitcoin and Ethereum treasuries expand under stress?

The two largest crypto treasury companies, Bitcoin-focused Strategy (formerly MicroStrategy) and Ethereum-heavy BitMine, executed significant expansions of their digital asset treasuries this week despite their falling premium. On Dec. 8, Strategy revealed that it acquired 10,624 BTC last week for $962.7 million, its largest weekly outlay since July. This purchase effectively ignored the broader signal […]

8 mins read

Bitcoin wallets interacting with this specific protocol are now flagged for “high-risk” seizures by compliance algorithms

When European police staged another coordinated sweep against crypto mixers this autumn, most people saw a familiar headline and scrolled on. But every seizure, every frozen server rack, every compressed hard drive pushed into an evidence van has the potential to change how Bitcoin actually moves. Mixers (tools that allow users to break the traceable […]

8 mins read

Corporate Bitcoin portfolios are hiding a massive liability crisis that triggered an average 27% crash last month

Corporate Bitcoin holdings have been treated as a straightforward signal for years: a company buys BTC, investors read it as conviction, and the stock trades with a built-in Bitcoin premium. While this might sound like a very clear and simple trade, the balance sheets behind it are anything but. A new CoinTab dataset shows that […]

8 mins read

Bitcoin on-chain data just flashed critical bearish signal that CryptoQuant warns marks a verified cycle top

On Dec. 3, CryptoQuant CEO Ki Young Ju made the feared call that “most Bitcoin on-chain indicators are bearish.” He added, “Without macro liquidity, we enter a bear cycle.” The CEO was explicit. He tied his argument to his firm’s composite on-chain dashboards and a global-liquidity framework, framing the November drawdown not as a healthy […]

7 mins read

How Cardano plans to use $30M to bring real liquidity to the network

Cardano is entering a very important phase in its development, as its founding institutions are attempting to deliver the core infrastructure that every major blockchain already treats as standard. On Nov. 27, a new proposal sought community approval to allocate 70 million ADA tokens (worth about $30 million) to onboard tier-one stablecoins, custody providers, cross-chain […]

5 mins read

MicroStrategy’s bitcoin empire signals structural challenges

Strategy Inc. (formerly MicroStrategy) spent 2025 building the largest corporate Bitcoin reserve the public markets have ever financed, but the scale of that ambition ended up colliding with the logic of its own stock. What began as an aggressive accumulation strategy, powered by the company’s appetite for leverage and a willingness to dilute existing shareholders, […]

7 mins read

My medium term Bitcoin bear thesis – and why this winter could be the shortest yet

For all the talk that this cycle is somehow “different,” the structure of Bitcoin’s market still looks unmistakably cyclical to me. Each top brings the same chorus claiming the cycle model is dead, and each cooling phase renews the idea that liquidity alone now sets the trajectory. But the evidence keeps pointing the other way. […]

10 mins read

New Bitcoin ‘top signal’ is in – The bear market indicator you hate to see

Are crypto IPOs the most accurate top signal, or just a tell investors keep retesting because it feels true during late-cycle heat? The tape offers a clean cluster to examine. Coinbase’s direct listing arrived on April 14, 2021, the precise day Bitcoin set a then record near $64,000. Stronghold Digital Mining priced its IPO on […]

5 mins read