Top Pick That $433 million Bitcoin ETF day masks a $6 million week Spot Bitcoin ETFs took in $433M on Friday alone, but the full week net just $6.2M after Fed and Senate shocks. by Sungjae Lee
Analysis September 28 isn't when the ZCSH split actually happens ZCSH's 3-for-1 split: Sept 28 is the record date, not the effective date — trading adjusts Sept 30. by Sungjae Lee
Learn One coin explains nearly the entire AI crypto market-cap gap AI crypto's total market cap spans $22B-$32B in 2026 — one coin, Chainlink, drives most of the gap. by Sungjae Lee
Trending Bitcoin rallied 24.6% while leverage fell 12.6%. Here's why. Glassnode and Bybit's derivatives report finds Bitcoin's August rally was driven by short covering, not new demand. by Sungjae Lee
Trending 5,900 BTC in three months. Last July alone: 89,000. Public companies bought 5,900 BTC in three months vs 89,000 in July 2025 alone, per Glassnode. by Sungjae Lee
Top Pick BitBank moved hundreds of millions in bitcoin to Iran's IRGC OFAC designated Iran-based exchange BitBank for moving hundreds of millions in bitcoin to the IRGC, Treasury says. by Sungjae Lee
Trending Bitcoin volume estimates can be inflated 6x, BIS finds BIS Working Paper No. 1377: Bitcoin on-chain transfer volume estimates can vary up to 6x by methodology alone. by Sungjae Lee
Top Pick TOP said it bought all of Tonkeeper. It hadn't, by August. Tonkeeper rebrands to Keeper, adding Bitcoin, Ethereum, TRON and more chains; TOP's ownership claim stays unresolved. by Sungjae Lee
Analysis Down from its peak, Kamino just hired a Wall Street CEO Kamino named Michael Weisz, Yieldstreet's co-founder, CEO as it opens a New York institutional lending hub. by Sungjae Lee
Trending $52.7 million moved through x402. Real AI spend was $11K/month TRM Labs analyzed $52.7M in x402 settlements, finding just 0.6-7.5% verifiably agentic AI spend. by Sungjae Lee
Analysis This Dogecoin ETF saw zero flows 83% of its trading days BWOW's last trading day is October 14, 2026; holders get cashed out at the October 21 NAV before final liquidation. by Sungjae Lee
Top Pick Bonds cushioned equity drops only 11% of the time since 2020 BlackRock: bonds failed to offset equity losses 89% of the time since 2020, fueling bitcoin's allocation case. by Sungjae Lee