We believe the recent downturn in cryptocurrencies has been driven largely by ETFs experiencing outflows, which reduced key sources of institutional liquidity, alongside major...
Tether freezing funds in Turkey offers a concrete look at how stablecoin regulation operates once enforcement moves from policy into execution.
Turkish authorities froze more...
China tokenization ban signals a deeper split in how states approach digital money and asset issuance.
Chinese authorities have prohibited private firms from issuing...
BlackRock bitcoin ETF inflows often look like excitement. This time, they’re something quieter: institutional digestion after stress. After a volatile week for crypto markets,...
Management teams are speaking a new language now. Recent earnings calls from bitcoin mining companies reveal a clear pattern.
The word “mining” appears less often....
At first glance, the recent wave of headlines around bitcoin miners and AI can feel uniform. Announcements blur together, and the impression forms that...
If you’ve been following crypto headlines recently, the shift can sound strange. Bitcoin miners talking about AI. Data centers. High-performance computing. Long-term compute contracts.
At...
What changed in the economics of mining? Bitcoin mining once rewarded scale almost by default. More machines meant more hash rate, and favorable cycles...
