Guides
Strip out stablecoins and Bitcoin's real share jumps to 64%
Bitcoin dominance sits near 59%, but stripping out $300B+ in stablecoins puts BTC's real market share closer to 64%.
Altcoin Season Index jumped to 64. Still not altseason.
The Altcoin Season Index hit 64 in late September 2026, up from 48 but still below the 75 altseason threshold.
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.
Galaxy Digital's data centers just turned revenue-positive
Galaxy Digital's Q2 2026 results: $85M net loss, GLXY down 12%, and the data center unit's first revenue quarter.
ETH gained 20% in July while the Fear index read 28
July 2026 recap: ETH +20%, BTC +9%, ETF flows mixed, ETH/BTC ratio breaks descending channel. Full weekly data snapshot.
53/100 says this is rotation, not altseason
Altcoin sector breakout analysis covering TOTAL2, Bitcoin dominance, Solana, AI, RWA, and DeFi rotation.
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
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.
71% of SPAC shares stayed in — Securitize hits $400M heading to NYSE
Securitize Corp. clears its SPAC merger vote June 29, closes July 1, and trades as SECZ on NYSE July 2 — raising ~$400M with an oversubscribed PIPE and sub-30% redemption rate.
Altseason index at 46 — the tiered altcoin playbook
BTC dominance at 57%, altseason index at 46. Risk-tiered breakdown of ETH, SOL, XRP, and infrastructure plays for 2026.
SOL ran 180%. ETH lagged at 22%. One of them is mispriced.
Altcoin Season Index at 46, BTC dominance at 57%: ETH, SOL, XRP, and LINK ranked by risk tier and 2026 catalysts.
ETH yields 4% and burns itself. BTC does neither — on purpose.
21M hard cap vs. burn-driven supply: base, bull, and bear cases for Bitcoin and Ethereum as long-term holds, with a portfolio allocation framework.