7 million BTC have their keys on-chain. No hack needed yet.
7M BTC exposed via address reuse and P2PK, including exchange cold wallets. Coinbase board bull, bear, base case.
Metaplanet just became a securities firm. Here's the thesis.
Metaplanet's ¥2.1B Siiibo acquisition buys a Type I securities license, opening BTC yield product distribution in Japan.
Wall Street's anti-stablecoin isn't built on a blockchain yet
The Clearing House's 12-bank tokenized deposit network: how it works, what it threatens, and what's still unresolved.
Hayes dumped $18M of HYPE while his $100K bet was still open
Hayes sold $18M in HYPE and NEAR in June 2026 on a macro de-risking thesis — not a fundamental reversal. What it means.
Exodus put 200 stocks on Solana — you don't own the underlying
Exodus Markets brings 200+ tokenized stocks and ETFs to Solana via Ondo Finance. Self-custodied, no shareholder rights.
ARB spiked on LG's deal — the token earns nothing from it
ARB rallied 3–10% on LG Electronics' Arbitrum ad-network deal. Token economics, bull/bear cases, and what to watch.
IBIT alone holds 3.67% of all Bitcoin — and the gap keeps widening
BlackRock's IBIT and Fidelity's FBTC now control ~73% of U.S. spot Bitcoin ETF assets. This deep-dive covers AUM data, flow concentration, custody risks, price-impact evidence, and the 2026 outlook for the Bitcoin ETF duopoly.
Hoskinson's failure warning didn't kill the ADA bull case
ADA hit $0.1619 — a five-year low — after Hoskinson warned of ecosystem failures. Bull, bear, and base case for Cardano holders.
SpaceX on Solana at listing — crypto just rewrote IPO access
$5.5B tokenized equities market, SpaceX IPO on-chain at listing: platforms, data, risks, and 2026 sector outlook.
BTC at $61K while stablecoin dominance prints a golden cross
USDT.D at 8.45%, up 84% this year, just printed a golden cross — a historically bearish signal for Bitcoin price.
The fix Sui knew could crash the network — and it did
Three Sui mainnet halts in 48 hours, one self-inflicted. Root causes of the v1.72 upgrade failure, and a bull case, bear case, and portfolio sizing for SUI.
The U.S. just locked up its Bitcoin for 20 years — here's what that actually means
ARMA 2026 (H.R. 8957) would enshrine the Strategic Bitcoin Reserve in statute, mandate a 20-year lock-up, and require quarterly cryptographic proof-of-reserve — a structural shift from EO 14233 and a break from the BITCOIN Act's 1M BTC purchase mandate.