Learn IBIT shed 35,980 BTC in 10 days. Here's who sold. IBIT bled 35,980 BTC in 10 days. Net assets hit $44.9B. AUM history, institutional data, and July 2026 flow breakdown. by Sungjae Lee
Analysis Fidelity's 2015 model puts a $58K floor under Bitcoin — and Fidelity's Jurrien Timmer shows Bitcoin trading 8% above a rising power-law support line at ~$58K — a level that by Sungjae Lee
Analysis One company now holds 4.7% of all ETH in circulation BitMine's 5.7M ETH treasury hits 4.7% of circulating supply as Russell 1000 inclusion draws passive fund demand at by Sungjae Lee
Analysis 72% odds ETH hits $1,500 before $3,000, per prediction markets Ethereum's weekly 50/200 EMA death cross confirmed July 8; prediction markets price 72% odds of $1,500 before $3,000. by Sungjae Lee
Analysis DeFi outpaced Bitcoin by 18 pts in June. One token did it all. DeFi tokens fell 4% while Bitcoin fell 22% in Q2 2026 — but the outperformance is one token: Hyperliquid at 160% YTD. by Sungjae Lee
Market Pulse $5B left Bitcoin ETFs in one quarter — and private credit U.S. spot Bitcoin ETFs shed $5B in Q2 2026 — their worst quarter ever — as private credit BDCs hit redemption caps by Sungjae Lee
Analysis FalconX forecast $1.1M. Robinhood Chain did $568M in a day. ARB surged 19% after Robinhood Chain logged $568M in daily volume on July 8, vastly exceeding analyst fee projections. by Sungjae Lee
Market Pulse Oil moved 6× more than Bitcoin when Iran blew up the ceasefire Trump declared the U.S.–Iran ceasefire 'over' on July 8, spiking WTI above $75 while Bitcoin dipped only 2.5% to $62K by Sungjae Lee
Learn Exodus quotes 0.5% swap fees. Small trades cost closer to 5%. Exodus supports 269+ assets on 10+ chains. Effective swap costs hit ~5% on small trades despite the 0.5% headline rate. by Sungjae Lee
Learn 58% BTC dominance narrows the altcoin winners to a handful At 58% BTC dominance, only catalyst-backed altcoins outperform. Covers ETH, SOL, XRP, AI/DePIN tokens for 2026. by Sungjae Lee
Learn The Binance DCA tool most traders pick isn't the cheapest Binance Auto-Invest vs manual DCA: fees, spread pricing, yield integration, and which costs less for active traders. by Sungjae Lee
Learn Of 7M Quantum-Exposed BTC, Only 2.3M Are Past Saving ~6.9M BTC have on-chain-visible public keys. About 2.3M can't be migrated to quantum-safe addresses; the remaining by Sungjae Lee