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New Hampshire Bitcoin Bond Gets Moody’s Ba2 Rating as Bitcoin Volatility Keeps It Below Investment Grade

New Hampshire’s planned Bitcoin backed bond moved closer to market after Moody’s assigned it a provisional Ba2 rating on March 31. The rating places...

Strategy’s missing “orange dot” may matter because Bitcoin’s biggest public buyer has become a sentiment machine

Sometimes a market-moving signal is not a trade, but the absence of a ritual. For 13 consecutive weeks, Michael Saylor had posted his "orange...

Asia Risk-Off Move Reinforces Short-Term Capital Rotation Across Global Markets

Today's decline across Asian equities suggests geopolitical risk is again becoming a direct driver of capital allocation across regional markets. Japan's Nikkei fell 3.4%, taking...

GameStop didn’t copy MicroStrategy, instead, it turned its Bitcoin treasury into an options income trade

A lot of investors assumed GameStop was building a standard corporate Bitcoin treasury: buy BTC, hold it, and let the market treat the stock...

Morgan Stanley’s Bitcoin ETF could start the second phase of Wall Street’s crypto takeover

Wall Street has already decided Bitcoin is investable. The new question is who gets to own the wrapper around it, and that is exactly...

U.S. Equity Selloff Signals Faster Repricing of Macro Risk Across Global Markets

More than $1 trillion being erased from U.S. equities reflects how quickly markets are repricing macro risk as higher oil prices revive inflation concerns...

Bhutan keeps selling Bitcoin while institutions keep buying, and that says more about liquidity than conviction

Most crypto treasury stories get flattened into a simple script: buyers are bullish, sellers are bearish. It sounds neat, but it hides what treasury...

Pension funds and venture capital are quietly squeezing retail out of crypto

Crypto used to feel like a market built by retail, for retail. That is getting harder to say with a straight face. On one...

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