<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> As promised – yet another market update video....

Later in life, Bitcoin was deemed the future of finance. Today, Bitcoin is digital gold....Visions of Bitcoin Along with the ebbs and flows of Bitcoin’s narrative, Bitcoin the asset has gone through...10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...Bitcoin offers a life raft.

We will be hosting a live stream at 2:30pm EST today (Wed, April 9th). We will go around the table discussing the ongoing tariff situation enveloping the global macroeconomic landscape in the afterma...

...day moving average (a key barometer for risk sentiment) is unlikely before the back half of the year Bitcoin...Bitcoin’s relative strength during Thursday/Friday has been entirely erased with today’s 5% decline Bitcoin...appears to be trading like a high-beta tech asset Market structure analysis shows Bitcoin has lost important...

...be confirmed), all in-game payments would unlock discounts when using the token on an external web page...been well received overall, the current build remains incredibly unstable and likely needs another 2-4...In this context, the Conversion Rate (CR) measures the ratio of users who land on the Playstore page...

CoreWeave will pay $720MM (4) per year (with a 3% annual escalator) in rent to Galaxy plus all related...data center build outs and mining equipment), and all else equal, your revenues decline by 50% every 4...years with each Bitcoin halving....visibility inherent to its business model. 96% (FY24A) of CoreWeave’s revenue is derived via long-term (4-...

As long as an asset has a CUSIP everyone is able to operate on the same page....dedicated piece a few months ago: https://t.co/uUg8G3zLdB — Robbie Petersen (@robbiepetersen_) December 4,...Thesis #4: Stablecoins and Global Payments In 2023, global GDP was ~$100T.

As of June 4, 2025, the total market cap of stablecoins has reached an ATH of $233.5 billion, with Tether...Bitcoin-Anchored Security One of the main features of Plasma is that it leverages Bitcoin as a root of...Once committed to Bitcoin, this snapshot is immutable – to rewrite it would require a reorg of Bitcoin...

PayPal and Coinbase also offer native yield of 4-5% for idle cash....cards are able to mitigate security concerns and work as advertised, we likely see the birth of Gen 4...Therefore, additional UX wrappers are necessary for both Gen 3 and Gen 4 to truly unlock the next level...For more on this, see our Bitcoin Rollups report.

The shift towards ASICs for Bitcoin mining is an early example of this trend, and more recently with...On the low end, T-bills are highly liquid and generate around 4%.

In late 2022, Galaxy purchased Helios for $65MM intending to use the data center for Bitcoin mining....Its former owner Argo Blockchain (a Bitcoin miner) was in desperate need of capital and sold the facility...In November 2024, Galaxy announced it had ended its arrangement to host Argo’s Bitcoin mining rigs at...

The net flows into Bitcoin ETFs approached $1B yesterday ($912.7M for exactness), which was the largest...And finally, the relative returns since Liberation Day (4/2, but we index prices to the close on the...prior day to capture the price action on 4/2 itself) favor BTC versus both $QQQ & $SPY, which are...

At $91,150 Bitcoin flips Saudi Aramco At $109,650 Bitcoin flips Amazon At $107,280 Bitcoin flips Google...At $156,700 Bitcoin flips Microsoft At $170,900 Bitcoin flips Apple At $179,680 Bitcoin flips NVIDEA...For context, that’s equivalent to ~4% of US GDP and ~20% of the USG’s total revenue in FY 2024.

But this is no longer a Bitcoin-only play....What began as a Bitcoin-centric model is now evolving....over 550,000 BTC – more than 2.6% of all Bitcoin in existence....Beyond Bitcoin, The Multi-Asset Expansion The public accumulator model is no longer exclusive to Bitcoin...

We will be hosting a live stream at 4:15pm EST today (Wed, April 2nd), with live coverage on the developing...turned negative during the press conference S&P 500 went from +0.5% to -1% in a 5-10 minute period Bitcoin...create more uncertainty in markets despite the supposed clarity of the announcement Technical Analysis Bitcoin...

He profited significantly from the Luna collapse while maintaining strong Bitcoin conviction. https:/...The 212-page proposal includes disclosure requirements, self-custody rights, and consumer protections...

Since the approval on January 10, total cumulative net inflows for the 11 Bitcoin Spot ETFs have exceeded...Popular blockchains like Bitcoin and Ethereum operate as public, permissionless ledgers....Both allocations are subject to a 4 year unlock period (June 2024 – June 2028) with a one year cliff.

US Reverse Repo is drained. pic.twitter.com/krzSKYHnKE — MartyParty (@martypartymusic) February 4, 2025...with Trump’s crypto executive order falling short of market expectations with respect to a strategic bitcoin...There is bitcoin, and then there is everything else, crypto ex-BTC.

...retaliations, reshaping global trade dynamics and significantly impacting financial markets, including bitcoin...Bitcoin ETFs absorbed more than $3 billion in net inflows during May, driving BTC back above $109,000...Higher difficulty increases the baseline cost of mining each additional bitcoin, reinforcing pressure...In Bitcoin terms, however, the picture is flat.

The Wrapped Bitcoin Landscape Wrapped tokens are digital assets designed to bridge the interoperability...These tokens represent an equivalent value of another cryptocurrency, allowing assets like Bitcoin to...users to mint a tokenized version of Bitcoin on Ethereum, Ethereum Layer-2s, and Solana.