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China drew a hard line on tokenization

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 are back, but where is the hype?

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,...

When crypto companies change their language, markets should listen

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....

The market is no longer pricing mining stocks as one group

At first glance, the recent wave of headlines around bitcoin miners and AI can feel uniform. Announcements blur together, and the impression forms that...

Why crypto companies are suddenly talking about AI

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...

Infrastructure pressure is reshaping crypto mining economics

What changed in the economics of mining? Bitcoin mining once rewarded scale almost by default. More machines meant more hash rate, and favorable cycles...

Regulation isn’t abstract, and the Helix seizure proves that

The U.S. Department of Justice has completed the forfeiture of more than $400 million in crypto assets linked to Helix, a Bitcoin mixing service...

Fidelity’s stablecoin marks a shift from crypto access to monetary infrastructure

Fidelity Investments has taken a step that goes beyond expanding crypto access or adding another custody rail. The firm has launched its own stablecoin,...

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