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Crypto NewsletterCrypto Newsletter
Bitcoin Nodes Split Off Over a Data Fight, and a Real Hard Fork Arrives in Under Two Weeks

Bitcoin Nodes Split Off Over a Data Fight, and a Real Hard Fork Arrives in Under Two Weeks

A minority of Bitcoin nodes split off from the network this weekend and mined two blocks before stalling. Meanwhile, ETFs just had their best week since April.

Crypto AnalysisCrypto Analysis
The Zero-Knowledge Chain Sitting Above Its Low Has a Confirmed Upgrade 12 Days Out That Could Spark a Rally

The Zero-Knowledge Chain Sitting Above Its Low Has a Confirmed Upgrade 12 Days Out That Could Spark a Rally

Everyone’s piled into the same three trades. A ZK Layer-1 sitting 11% above its all-time low has a confirmed upgrade in 12 days. Nobody’s looking.

Crypto NewsletterCrypto Newsletter
A Brutal Jobs Report Sends Crypto Higher, and Circle Recruits Wall Street to Run Its Chain

A Brutal Jobs Report Sends Crypto Higher, and Circle Recruits Wall Street to Run Its Chain

The economy shed jobs in July when it was supposed to add 80,000, and crypto liked it. And Circle got BlackRock to help run its blockchain.

Crypto NewsletterCrypto Newsletter
Mastercard Buys Its Way Into Stablecoins, and Uniswap Turns Idle Crypto Into Yield

Mastercard Buys Its Way Into Stablecoins, and Uniswap Turns Idle Crypto Into Yield

A card giant just bought its way into stablecoins, and the mid-caps are quietly running laps around Bitcoin.

Crypto NewsletterCrypto Newsletter
The Coldcard Attacker Returns for a Fourth Wave, and Tokenized Stocks Post a Fake-Looking Record

The Coldcard Attacker Returns for a Fourth Wave, and Tokenized Stocks Post a Fake-Looking Record

The Coldcard attacker came back for a fourth round. Tokenized stocks had a monster July. And Strategy hasn’t bought Bitcoin in five weeks.

Crypto AnalysisCrypto Analysis
The Liquidity Engine Behind Every Trade on Coinbase's Chain Is Trading at an 82% Discount & Could Spark a 130% Rally

The Liquidity Engine Behind Every Trade on Coinbase's Chain Is Trading at an 82% Discount & Could Spark a 130% Rally

Uniswap just cut LP earnings and lit a fire under its own users. The DEX that pays you every single week is sitting at $0.42 in peak Extreme Fear.

Crypto NewsletterCrypto Newsletter
A Hardware Wallet Flaw Drains $38 Million, New York Sues Kalshi, and Traders Are Already Buying August Downside

A Hardware Wallet Flaw Drains $38 Million, New York Sues Kalshi, and Traders Are Already Buying August Downside

A hardware wallet flaw just drained $38 million in Bitcoin. New York is suing Kalshi. And July is closing as crypto’s best month in a year, which nobody seems happy about.

Crypto NewsletterCrypto Newsletter
Lido Rewires $16.5 Billion in Staked ETH, and the Leverage Rebuilding Under a Weak Market

Lido Rewires $16.5 Billion in Staked ETH, and the Leverage Rebuilding Under a Weak Market

The Fed decides in a few hours, and nobody knows which way it goes. Lido just rewired $16.5 billion in staked ETH. And the leverage quietly rebuilding beneath the surface is the part worth watching.

Crypto NewsletterCrypto Newsletter
Bitcoin Bounces Back, and Korea’s Largest Asset Manager Bought a Crypto Exchange

Bitcoin Bounces Back, and Korea’s Largest Asset Manager Bought a Crypto Exchange

A $15M quantum defense fund launched last week. South Korea’s largest asset manager just bought a crypto exchange.

Crypto AnalysisCrypto Analysis
The Bitcoin Layer-2 With a Hard Fork That Could Spark a 140% Rally

The Bitcoin Layer-2 With a Hard Fork That Could Spark a 140% Rally

Binance added a Monitoring Tag to STX this morning, and the price dropped 12%. The PoX-5 hard fork is still scheduled to activate in five days. One of those facts is temporary. The other isn’t.

Crypto NewsletterCrypto Newsletter
Coinbase Opens AI Agent Payment Rails, and the ETF Inflow Streak Just Closed Out

Coinbase Opens AI Agent Payment Rails, and the ETF Inflow Streak Just Closed Out

The CLARITY Act hit a Senate scheduling wall nobody saw coming. Coinbase opened payment rails for AI agents yesterday. And a seven-day Bitcoin ETF inflow streak just ended.

Crypto NewsletterCrypto Newsletter
Russia Passes Its Crypto Law, and Bitcoin ETFs Post Their Best Run Since May

Russia Passes Its Crypto Law, and Bitcoin ETFs Post Their Best Run Since May

Three things shifted in 48 hours that change the institutional and regulatory picture heading into August.

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