Daily crypto newsletter without the noise

May 8, 2026

COIN to 6x?

Coinbase posted a pretty average Q1, reporting $303 million Adjusted Ebitda (earnings excluding losses on crypto investments).

May 7, 2026

Morgan Stanley starts a crypto fee fight

Clients will pay 50 basis points per trade, undercutting Coinbase, Robinhood, Schwab, and other retail crypto platforms.

May 6, 2026

Strategy Might Sell

After years of championing a maximalist philosophy around Bitcoin, executives at the firm said yesterday they would consider selling the token if doing so improved the company’s capital structure or increased “bitcoin per share.”

May 5, 2026

Billions of dollars ready to flow into “crypto”

While VC funding for crypto startups hit new lows in April, the VC funds themselves are raising record amounts to deploy into the ecosystem.

May 4, 2026

BTC breaks $80K

Bitcoin rose above $80,000 for the first time since January. Bitcoin is silently up ~20% since the start of the US-Israeli war on Iran, highlighting how digital assets have largely weathered the conflict and the oil-price spike it unleashed.

May 1, 2026

Tether's Billion-Dollar Quarter

Tether published its attestation for Q1 2026 this morning, posting $1.04 billion in net profit. The report also showed excess reserves increased to a record $8.23 billion.

Apr 30, 2026

Twenty One Capital surges after Tether proposes 3-way merger

Tether has proposed combining Jack Maller’s Twenty One Capital (XXI) with his other company, Strike, as well as Elektron Energy into a single public company spanning bitcoin treasury, mining, financial services, and lending

Apr 29, 2026

Robinhood dropping on earnings

Robinhood’s Q1 results were not a disaster, but they were not good enough for a stock still carrying a lot of crypto-cycle optimism.

Apr 28, 2026

Galaxy’s Helios datacenter is live

The company delivered its first data hall to CoreWeave in April, which means its Texas AI data center campus is officially moving from construction project to revenue-generating business.

Apr 27, 2026

Litecoin Rewrites Part of its Chain

It's not the end of Litecoin, and LTC barely moved on the news, but it is still a bad look for a network that has long marketed itself as boring, reliable, and battle-tested.

Apr 24, 2026

DeFi’s Bailout Moment

A coalition of crypto platforms launched "DeFi United" to absorb bad debt from the April 18 KelpDAO exploit, which drained $292 million and left Aave facing a $123.7 million to $230.1 million shortfall.

Apr 23, 2026

US military running Bitcoin node

The U.S. military is now openly experimenting with Bitcoin, not because it wants exposure to the asset, but for use as a “computer science tool.”

PRESS RELEASES

DEEP DIVES

DeFi Technologies (DEFT): A Coordinated Pump Built Off the Clout of Crypto Influencers

Jun 18, 2024

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17 min read

DeFi Technologies (DEFT): A Coordinated Pump Built Off the Clout of Crypto Influencers

Between questionable email campaigns and crypto influencers touting the stock, there is now strong evidence that the stock isn’t rising for the right reasons.

May 24, 2024

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20 min read

2026 Crypto IPO Tracker

While the 2025 IPO market was hot, 2026 is shaping up to be even more impressive. Our crypto IPO database will track the crypto-focused companies most likely to IPO in 2026.

An Under-appreciated Way to Play the Growth of the Crypto Industry

May 20, 2024

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7 min read

An Under-appreciated Way to Play the Growth of the Crypto Industry

Sure, Bitcoin is here to stay, but how does one make a directional yet risk-averse bet on the other approximately 20,000 crypto-assets in existence?

Want to Estimate Coinbase's Quarterly Revenue? We Built a Calculator For You.

Apr 3, 2024

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6 min read

Want to Estimate Coinbase's Quarterly Revenue? We Built a Calculator For You.

As The Street seems to continually underestimate the company’s revenues, we felt it was important to provide a resource to those who want to come up with their own conclusions.

Dec 6, 2023

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3 min read

Robinhood: The Next Best Crypto Stock?

While Robinhood is no novice to crypto, the company believes they are being overlooked in the market.

Example of Utility: How Blackbird Wants to Make Eating at Restaurants Fun Again

Oct 11, 2023

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