Newsletter

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.

Feb 12, 2026

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4 min read

Stablecoin Surge Hints at Market Bottom

Bitcoin's plunge to $60,000 has triggered a $22 billion rotation into stablecoins, pushing their market dominance to 10.3%, exceeding the 2022 FTX collapse. Historically, these peaks have preceded cycle recoveries.

Feb 11, 2026

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5 min read

BlackRock buys UNI

UNI token spiked more than 40% on the news but has since come back down to Earth.

Feb 10, 2026

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5 min read

Earnings Season Gathers Steam

Robinhood and Coinbase report this week, MrBeast enters fintech, and ex-FTX team hits unicorn status

Feb 9, 2026

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6 min read

Why crypto is down

Long-term investors dumped over $100 billion in bitcoin in 2025, betting against crypto's famous four-year cycle before it could bite them.

Feb 6, 2026

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5 min read

China cracks down on crypto

The news falls on the heels of U.S. Treasury secretary Scott Bessent telling lawmakers that he "would not be surprised" if China was exploring ways to challenge U.S. crypto dominance.

Feb 4, 2026

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5 min read

Kraken Releases 2025 Financials

15 years after it’s founding, Kraken is taking a step to separate itself from the idea of being “crypto only.”

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

Stablecoin Surge Hints at Market Bottom

BlackRock buys UNI

Earnings Season Gathers Steam

Why crypto is down

China cracks down on crypto

Kraken Releases 2025 Financials

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