The AI bottleneck isn't chips. Two ex-miners are cashing in.
Bernstein's 9x AI revenue call for TeraWulf and Cipher Digital: power-landlord thesis, deal metrics, margins, and risks.
The 200WMA called every bear bottom. Then 2022 happened.
BTC tagged the 200WMA near $61k in June 2026. Bull, bear, and base cases with on-chain signals and prior cycle data.
Strategy burned 60% of its safety net to retire debt — then sold Bitcoin
Strategy's $1.38B convertible note buyback drained its USD reserve, then a token 32-BTC sale signaled conditional monetization. Here's what the capital loop looks like now.
$1.8B liquidated in 24 hours — and 89% were longs
Bitcoin dropped 8% to a nine-week low near $65,360 on June 3, 2026, as U.S.-Iran military strikes, $519M in ETF outflows, and crowded long leverage combined to trigger the largest liquidation event since February.
$1.8B liquidated in 24 hours — and 89% were longs
Bitcoin dropped 8% to a nine-week low near $65,360 on June 3, 2026, as U.S.-Iran military strikes, $519M in ETF outflows, and crowded long leverage combined to trigger the largest liquidation event since February.
HYPE just crossed SOL in price — but the market cap gap is 2.5x
HYPE traded above SOL for the first time in June 2026, reaching ~$73.95 vs SOL's ~$71.28, driven by record 6.63% perp market share and ETF inflows — while Solana's $41B market cap still dwarfs Hyperliquid's $16.5B. Here's the base, bull, and bear case.
Ledger's laser cracked a Trezor Safe 7 chip — but here's what it couldn't reach
Ledger Donjon used a lab-grade laser fault-injection attack to bypass firmware verification on Trezor Safe 7's TROPIC01 chip. Here's what was exposed, what wasn't, and what the hardware fix timeline looks like.
Grayscale's HYPE ETF has the lowest fee — but read the fine print
Grayscale's HYPG (Grayscale Hyperliquid Staking ETF) is set to list on Nasdaq with a 0.29% sponsor fee, undercutting rivals — but a 25% staking take-rate and a ~$115M seed contribution complicate the picture.
10,422 BTC left Mt. Gox wallets — none of it hit an exchange
Mt. Gox transferred $739M in Bitcoin on June 2, 2026, splitting to a new cold wallet and a known hot wallet. Coins remain unspent. Here's what the on-chain data actually shows — and what traders should watch before the October 31 deadline.
Hyperliquid priced 80% of an oil move before CME opened
TD Securities says Hyperliquid captured 80% of a WTI crude price move before CME reopened. FalconX reports HYPE volume rivaling ETH on peak days. Here's the base, bull, and bear case for HYPE.
$6.6T in bank deposits rides on one CLARITY Act clause
Senate Banking passes CLARITY Act 15-9. Section 404 stablecoin yield fight: Dimon vs Armstrong, $6.6T at stake.
FalconX filed an S-1 at a fraction of its $8B peak. That's the story.
FalconX confidentially filed an S-1 with the SEC in May 2026, targeting a late-2026 IPO. With $75M in 2025 revenue and Cantor Fitzgerald as lead advisor, here's what the filing reveals about institutional crypto's maturation.