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 […]
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 […]
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 […]
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 […]
Bitmine Immersion Technologies, led by Thomas “Tom” Lee, announced today that its Ethereum holdings have grown to around 4.2 million units valued at over $12 billion following last week’s 40,302 ETH acquisition. The company has deposited over 2 million ETH worth $5.7 billion into staking and is well on track to release its MAVAN, or […]
I keep thinking about the kind of person who owns a little Bitcoin tucked away for the future, a little gold tucked away for the past. They are usually calm people; they do not trade headlines, they do not care about the daily noise, and they just want something solid on both sides of the […]
European leaders facing a Greenland-linked dispute with Washington could treat U.S. Treasurys as a leverage point. That would test not just the headline size of foreign holdings, but the market’s capacity to absorb speed, and how quickly higher yields would filter into the dollar, U.S. credit conditions, and crypto liquidity. The Financial Times has framed […]
