Newsletter

Mar 24, 2026

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5 min read

Tether beats up on CRCL

Tether has hired a Big Four accounting firm to conduct its first comprehensive audit of reserves backing USDT, the $180 billion stablecoin.

Mar 23, 2026

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6 min read

Clarity inches forward

The White House and key senators appear to have reached an agreement in principle on the stablecoin-yield language that has been holding up the Clarity Act, with White House crypto adviser Patrick Witt calling it a “major milestone.”

Mar 20, 2026

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5 min read

Crypto layoffs are starting to stack up

The market hasn’t exactly been ripping lately and now the cost-cutting is starting to show.

Strive Breaks Into Top 10 Bitcoin Holders

Mar 19, 2026

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5 min read

Strive Breaks Into Top 10 Bitcoin Holders

Vivek Ramaswamy's Strive (ASST) added 317 BTC in the past week, bringing its total to 13,627.9 BTC and entering the top 10 public bitcoin treasury holders.

Mar 18, 2026

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5 min read

Regulators finally clarify crypto

This is the clearest sign yet that U.S. regulators are trying to replace enforcement-by-ambiguity with an actual rulebook, even before the Clarity Act is passed.

Mar 17, 2026

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5 min read

Mastercard's $1.8B crypto acquisition

Mastercard agreed to acquire stablecoin infrastructure company, BVNK, for up to $1.8 billion.

Mar 16, 2026

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5 min read

Abra Goes Public

Digital asset platform Abra is merging with New Providence Acquisition Corp. III (NPACU) to list on Nasdaq under ticker ABRX, valuing the company at $750 million pre-money.

Mar 13, 2026

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5 min read

Activist Warns Against Pomp's DAT

An activist investor is urging ProCap Financial (BRR) shareholders to reject a merger with CFO Silvia, a five-month-old startup with zero revenue, arguing the deal would dilute their claim on the company's 5,400+ Bitcoin treasury.

Mar 12, 2026

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5 min read

BTC Shell Game

Strive (ASST), the BTC treasury company founded by Vivek Ramaswamy, just bought another bitcoin company's dividend shares while selling its own at a loss – a circular trade that masks a deeper problem.

Mar 11, 2026

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5 min read

How BTC Gets to $1 Million

While many investors dismiss $1 million BTC as fantasy – a 14x increase from here – they're making a basic mistake...

Mar 10, 2026

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5 min read

Circle's Quiet Takeover Of Tether

While Tether’s USDT still dominates stablecoin supply, Circle's USDC has begun outpacing it in transaction volume – hitting new highs last month at more than twice Tether's level.

Mar 9, 2026

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5 min read

Only 1 million BTC left

Bitcoin just crossed another milestone: more than 20 million BTC have now been mined, meaning less than 1 million are left to ever be issued.

Mar 6, 2026

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4 min read

Bitcoin fails to hold $70k

Bitcoin dropped back below $70,000 today, down roughly 4% from Wednesday's near-$74,000 peak, as geopolitical risk pressures the market.

Mar 5, 2026

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5 min read

ICE takes a stake in OKX

Intercontinental Exchange (ICE), owner of the NYSE, is acquiring a stake in crypto exchange OKX, valuing it at $25 billion and securing a board seat. ICE will license OKX's spot prices to launch US-regulated futures products, which OKX will distribute to its 120 million customers.

Mar 4, 2026

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5 min read

Kraken gets 1st access to Fed

Kraken's banking unit just won Federal Reserve master account approval, marking the first time a crypto-native firm has gained direct access to Fedwire, the central bank's core interbank payment system.

Mar 3, 2026

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5 min read

BTC boosts 60/40 portfolio

Adding a 5% allocation (the sweet spot) to a 60/40 portfolio would have boosted the cumulative return of the portfolio to 258.50%, more than doubling the total return of the traditional portfolio.

Mar 2, 2026

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6 min read

Kalshi's Khamenei death market blowback

Kalshi CEO Tarek Mansour defended the platform's controversial prediction market on Iran's Supreme Leader Ali Khamenei after he was killed in U.S.-Israeli strikes.

Feb 27, 2026

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6 min read

Another miner, another AI pivot

MARA Holdings reported a $1.7 billion net loss in the fourth quarter – a sharp swing from $528.3 million in profit a year earlier – yet shares jumped ~15% after the company announced a joint venture with Starwood Capital to build AI data centers.

Feb 26, 2026

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5 min read

Wall Street moves deeper into crypto

Apollo Global Management (APO) struck a deal with Morpho to support onchain lending markets for the first time in history.

Feb 25, 2026

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5 min read

Meta returns to crypto

Meta is reportedly preparing to test dollar-pegged payments across Facebook, Instagram, and WhatsApp (that's 3 billion users) in the second half of 2026.

Feb 24, 2026

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4 min read

Jane Street Accused of Insider Trading

Leading to the $40 billion collapse that roiled the markets in 2022 and ultimately led to FTXs demise

Feb 20, 2026

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5 min read

Down go tariffs, up goes crypto

The U.S. Supreme Court today ruled that President Trump lacked authority to impose sweeping global tariffs. As a result, crypto and equities just got a quick pop.

Feb 19, 2026

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5 min read

"Win-Win-Win"

In a CNBC interview Brian Armstrong said a “win-win-win” outcome is still on the table (crypto wins, banks win, consumers win) and even floated a path to getting it done by April.

Feb 17, 2026

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4 min read

Huge shakeup at Gemini (GEMI)

Three top executives are leaving Gemini effective immediately, following the exchange's 25% workforce cuts and pullback from UK, EU, and Australia operations.

Feb 13, 2026

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5 min read

Coinbase Earnings Defy The Headlines

The company reported they now have 12 product lines that generate $100 million+ yearly and ended the year with $11.3 billion in cash.

Tether beats up on CRCL

Clarity inches forward

Crypto layoffs are starting to stack up

Strive Breaks Into Top 10 Bitcoin Holders

Regulators finally clarify crypto

Mastercard's $1.8B crypto acquisition

Abra Goes Public

Activist Warns Against Pomp's DAT

BTC Shell Game

How BTC Gets to $1 Million

Circle's Quiet Takeover Of Tether

Only 1 million BTC left

Bitcoin fails to hold $70k

ICE takes a stake in OKX

Kraken gets 1st access to Fed

BTC boosts 60/40 portfolio

Kalshi's Khamenei death market blowback

Another miner, another AI pivot

Wall Street moves deeper into crypto

Meta returns to crypto

Jane Street Accused of Insider Trading

Down go tariffs, up goes crypto

"Win-Win-Win"

Huge shakeup at Gemini (GEMI)

Coinbase Earnings Defy The Headlines

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