Bitfarms Didn’t Abandon Bitcoin, It Followed the Economics Where They Actually Went
Bitfarms says it’s no longer a Bitcoin company as it pivots to AI infrastructure AI and HPC data centers command...
The “Crypto Is Weak Versus Everything Else” Narrative Is Dead — Weak Markets Move Together Now
Bitcoin moved in sync with equities and software stocks during the recent risk-off wave The “BTC as a safe haven”...
Bitcoin’s Volatility Spike Isn’t a Crisis, It’s What Happens When People Refuse to Zoom Out
Short-term volatility spikes reflect positioning stress more than fundamentals Options “panic” usually happens after the drop, not before it Zooming...
Software Stocks Are Cracking and Private Credit Isn’t Safe – Here Is Why Stress May Follow
Software valuations are repricing fast, and private credit is tied to the same borrowers Private credit expanded in easy conditions...
Yesterday’s Crypto Flush Didn’t Feel Like Fear, It Felt Like a Trade Breaking Somewhere Else
The selloff behaved mechanically as liquidity vanished instead of fear building IBIT posted record volume and options premium, hinting at...
Bitcoin Is Stuck in a Thin Zone, and That’s a Warning More Than a Signal
Bitcoin is hovering in a range with very little historical price memory The $70K–$80K zone lacks strong ownership and structural...
Canada’s New Crypto Custody Rules Could Force Platforms to Quit “Single Key” Storage and Boost Investor Protection
Canada is forcing crypto platforms to disclose exactly how customer assets are stored Single-key custody models are being phased out...
Tether’s Valuation Reality Check Shows Even Crypto’s Cash Machines Have Hard Limits
Investor pushback forced Tether to reset lofty valuation expectations Massive profits failed to offset regulatory and transparency concerns Stablecoin dominance...
Cathie Wood Says It’s Time to Reallocate From Gold to Bitcoin Before a $1.5M Breakout Target
Cathie Wood says gold’s rally looks stretched relative to money supply Bitcoin is framed as a long-term crypto store of...
A Feature, Not a Bug: Why BitMine’s Unrealized ETH Losses Aren’t Capping Ethereum’s Future
Unrealized ETH losses reflect long-term crypto exposure, not sell pressure mNAV discounts reduce dilution and discourage panic-driven actions Large Ethereum...