Bitcoin’s latest drawdown is forcing a critical stress test on the “treasury company” trade.
Over the past months, the model appeared simple, requiring companies to sell stock or low-cost convertible notes, buy Bitcoin, and rely on rising prices and a persistent equity premium to cover the remainder.
However, with Bitcoin sliding towards $70,000, which is significantly lower than the cost basis...
On Feb. 4, the XRP Ledger (XRPL) activated the highly anticipated Permissioned Domains with 91% validator approval.
At first glance, the approval appears contradictory, as it involves a public blockchain hosting “permissioned” zones.
However, a deeper look at the mechanics shows how the upgrade operates. Permissioned Domains introduces an on-ledger access-control object that enables other network...
Ethereum co-founder Vitalik Buterin has signaled a fundamental shift in the blockchain’s roadmap that declares the era of the “branded shard” effectively over.
On Feb. 3, Buterin argued that the industry’s previous “rollup-centric” vision no longer makes sense, citing faster scaling on the main Ethereum layer and the sluggish pace of decentralization among major rollups.
This philosophical...
Julio Moreno, head of research at CryptoQuant, recently declared that Bitcoin is in a bear market that could extend through the third quarter of 2026.
He's not alone. Matt Hougan at Bitwise and a growing chorus of institutional voices are using the “bear” label more freely than at any point since early 2023.
Yet the same analysts often hedge with structure: many institutions are holding or adding...
The White House's end-of-February deadline for banks and crypto firms to resolve the “stablecoin yield” debate exposes a structural fault line that was never going to stay buried.
This isn't a speed bump on the road to crypto-friendly regulation. Instead, it's a core collision that happens when digital dollars scale large enough to threaten the business model of deposit-taking itself.
According...
Hyperliquid has broken ranks with the broader digital asset market, posting a massive double-digit rally while Bitcoin and other major altcoins like XRP suffer from the bear market.
According to CryptoSlate's data, Hyperliquid's HYPE is one of the crypto market's top performers over the past two weeks, jumping roughly 71% to a high of $35, its highest price since last December.
This price...
Ethereum was cheaper than expected in 2020, and rollup decentralization was slower than promised in 2021. Those two realities are forced the ecosystem to rewrite what “a layer-2” is for.
Vitalik Buterin's recent post on Ethereum Research bluntly frames the shift: the original vision of layer-2 (L2) blockchains as “branded shards” of Ethereum is no longer viable, and the ecosystem requires a new...
While price action has always been volatile and, arguably, exciting, the Bitcoin network itself is built to feel boring. Ten minutes per block, tick tock, rinse and repeat, a metronome you can set your watch to.
Then every so often, it gets very human again.
Early this morning, block production slowed enough that the average block time briefly spiked to 19.33 minutes. On the surface, it appears...
US spot Bitcoin exchange-traded funds recorded $561.8 million in net inflows on Feb. 2, ending a four-day streak of nearly $1.5 billion in outflows.
Investors could interpret the number as a return of conviction after punishing outflows, but Jamie Coutts, chief crypto analyst at Real Vision, offered a different read.
According to him:
“Aggregate ETF flows are not buying the dip. Net institutional...
Bitcoin is a $1.5 trillion prize pool secured by nothing more than numbers, private keys, generated by math, that unlock wallets holding real money.
That’s the seductive idea behind Keys.lol: a site that spits out batches of Bitcoin private keys and their corresponding addresses, like an infinite roll of digital lottery tickets.
Refresh the page, and you get another set. Refresh again, and you...