Solana’s supply crunch deepens as 80% of holders sit underwater, setting the stage for a high-stakes reset
Solana is facing a market structure crisis, as the vast majority of its investors are underwater. This comes at a time when the blockchain has successfully courted Wall Street through spot Exchange-Traded Funds (ETFs) and is enjoying significant market momentum. However, the
My medium term Bitcoin bear thesis – and why this winter could be the shortest yet
For all the talk that this cycle is somehow “different,” the structure of Bitcoin’s market still looks unmistakably cyclical to me. Each top brings the same chorus claiming the cycle model is dead, and each cooling phase renews the idea that
When M2 money supply and the dollar REALLY move Bitcoin price – The truth influencers aren’t telling you
Influencers on X love pointing to rising M2 charts or a softening dollar as proof that Bitcoin is about to blast off. Those overlays make for great engagement, but they flatten a far more complex relationship. They matter, but not in
Japan’s 20% crypto tax sets a new bar in Asia, pressuring Singapore and Hong Kong as retail costs fall
Japan is quietly preparing the most pro-crypto shift of any G7 nation. According to multiple reports from local media, the Financial Services Agency (FSA) is drafting a sweeping reclassification of digital assets that would bring Bitcoin, Ethereum, and around 100 other
We’ve had 2 months without a single new company buying Bitcoin – Why is it so quiet?
The story of corporate Bitcoin adoption is often told as a parade of logos. New CFO decides to be bold. Board nods. Treasury buys coin. Number go up. That parade has not shown up for two months. According to BitBo’s treasuries
Odds of December rate cut back above 70%: Are Bitcoin traders convinced this changes things?
CME FedWatch now implies better than 70% odds that the Federal Reserve will cut rates by 25 basis points at its Dec. 9-10 meeting, dropping the target range from 3.75%-4.00% to 3.50%-3.75%. That marks a dramatic intraday reversal on Nov. 21,
Can MicroStrategy survive reclassification as a Bitcoin investment vehicle?
Strategy (formerly MicroStrategy) is currently navigating the most complex regime in its four-year history as a corporate Bitcoin treasury. The company, which transformed itself from a steady enterprise software provider into the world’s largest corporate holder of BTC, is facing a
New Bitcoin for America Act lets you pay the IRS in Bitcoin and fuels a $14T boost to economy
The United States could generate up to $14 trillion in cumulative value if 1% of federal taxes are paid in Bitcoin over the next two decades, according to new modeling from Bitcoin Policy Institute presented alongside Rep. Warren Davidson’s Bitcoin
Why XRP holders are suddenly feeling the full force of Bitcoin’s liquidity crunch
The cryptocurrency market is currently navigating its most severe liquidity stress test since late 2022, with more than $1 trillion of value lost in the past month. While the headline volatility centers on Bitcoin, the structural damage is permeating deeply into
People prefer digital banks over crypto wallets: Can a 9% return on holdings change reality?
Digital wallets won the payments war. By mid-2025, around 65% of US adults used them, accounting for 39% of e-commerce and 16% of in-store transactions. Apple Pay and PayPal are boring infrastructure now, the default way millions move money without thinking
How Bitcoin bulls make money during downturns — and why BTC could hit $85k soon
When Bitcoin falls, most people see a shrinking number on a screen. The committed bull sees an opportunity to stack more sats for the next run quietly. Bear markets feel brutal in real time. Timelines fill with capitulation, “Bitcoin is dead”
Huge $100 billion crypto listing stampede started by Kraken’s stealth IPO filing
The most significant shift in crypto finance this year isn’t a token launch, a price breakout, or a new blockchain upgrade. Instead, it is the quiet return of the public listing for crypto-focused entities. Kraken’s Nov. 19 confidential filing for a
How a single computer file accidentally took down 20% of the internet yesterday – in plain English
Yesterday’s outage showed how dependent the modern web is on a handful of core infrastructure providers. In fact, it’s so dependent that a single configuration error made large parts of the internet totally unreachable for several hours. Many of us work in
Sidechains pay, XRPL won’t — the real tug-of-war over staking and XRP’s future
For more than a decade, the XRP Ledger (XRPL) has, for one reason or another, stood apart from the rest of the blockchain industry. Built in 2012, long before the rise of modern DeFi, it embraced a minimalist design of fast
Bitcoin to $73k? Be prepared with the price levels to watch during a bear market
Bitcoin is quietly walking its way down the liquidity staircase, and the next solid step sits around $85,000. That number is not coming from a Fibonacci retracement, a moving average crossover, or any other technical analysis ‘gold standard.’ It comes from my
Why 26.5 billion XRP tokens are now sitting at a loss despite a $2 price tag
XRP is under renewed pressure as the broader market downturn drags its profitability metrics back to levels last seen during Donald Trump’s November 2024 re-election. Glassnode data shows that only 58.5% of XRP’s circulating supply is now in profit. That is
1M coins left to mine as Bitcoin enters ‘5% era’ — miners say the most dangerous part is only beginning
Bitcoin crossed a watershed moment in its monetary history on Nov. 17, surpassing 19.95 million mined coins and pushing the network past 95% of its immutable 21 million supply cap. This leaves the network with less than 1.05 million BTC
Aave launches first DeFi app that feels like a real bank — and it might finally bring crypto to everyone
For more than a decade, the DeFi sector has operated on a fractured promise. The theoretical pitch of a fairer, more accessible global financial system has consistently crashed against the rocks of practical reality. In practice, DeFi has delivered a user