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Nov 26, 2025

Texas Buys The Dip

Last week Texas bought $5 million of BlackRock’s IBIT as the first slice of a $10 million Bitcoin Strategic Reserve program approved in June.

Nov 25, 2025

Casino in your pocket comes stateside

In breaking news, Polymarket received an Amended Order of Designation from the CFTC this morning, giving the prediction market the ability to onboard brokerages and customers in the United States.

Nov 24, 2025

BitMine Buys The Dip

BitMine Immersion Technologies (BMNR) said it added nearly 70,000 ETH today, underscoring confidence despite the selloff. The move lifts its stash to 3,629,701 ETH (~3% of supply)

Nov 21, 2025

Coinbase doubles down on Solana

Coinbase is acquiring Solana DEX trading platform Vector.fun to pipe its tech directly into the Coinbase app as part of the company’s “everything exchange” push.

Nov 19, 2025

Kraken files S-1

Breaking news: Kraken has confidentially filed a draft S-1 with the SEC for a potential IPO after raising another $200 million.

Nov 18, 2025

Only 5% Remains

Bitcoin crossed another major milestone yesterday as Antpool mined block 923,999, minting the 19,950,000th BTC and officially pushing total supply past 95%.

Nov 17, 2025

Public acquires Alto

Investment platform Public announced last week that is has acquired the crypto arm of Alto for $65 million (in cash and stock). Alto is one of only a handful of companies that allowed users add alternative assets, such as crypto, to their retirement accounts.

Nov 14, 2025

THE most knowledgeable gold investor in the world

New investment returns gold to the US monetary system

Nov 14, 2025

MSTR Officially at a Discount

Strategy’s market-to-NAV fell below 1.0 (~0.964) for the first time since the 2023 bitcoin bear market, meaning the stock now trades under the value of its BTC.

Nov 13, 2025

Grayscale IPO

After filing confidentially in July, today the company officially filed with the SEC to have an IPO under the ticker GRAY.

Nov 12, 2025

JP Morgan rolls out JPM Coin

The token, which represent sdollar deposits at the bank, allows users to send and receive money via Coinbase’s (COIN) Base network.

Nov 11, 2025

SoFi launches crypto trading

SoFi (SOFI), the largest lender in the U.S. sporting a $37 billion market cap, launched SoFi Crypto this morning, becoming the first and only nationally chartered bank to offer crypto trading to consumers

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DEEP DIVES

Public Companies & IPOs

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.

Public Companies & IPOs

2025 Crypto IPO Tracker

May 24, 2024

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19 min read

2025 Crypto IPO Tracker

With regulation loosening and crypto prices rising, the window for crypto companies to go public is beginning to open. Our crypto IPO database will track the crypto-focused companies most likely to IPO in 2025.

Public Companies & IPOs

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?

Coinbase

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.

Robinhood: The Next Best Crypto Stock?

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.

Deals

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

Oct 11, 2023

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6 min read

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

It’s easy to get disillusioned in crypto when the projects being launched are either hype machines or use cases that just don’t matter to the average consumer. Projects like Blackbird want to change that.

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