The squeeze ran out of shorts. The 10-year did not run out of yield. Bitcoin spent Monday and Tuesday printing eight-month highs — $87,000 and, on...
Two different buyers showed up on the same tape. Only one of them can be liquidated. U.S. spot bitcoin ETFs printed $999 million of net creations...
The next product after “don’t sell your bitcoin” is “borrow against it with a calendar.” Coinbase on September 22 rolled out fixed-rate USDC loans collateralized by...
Eight days after a print under $75,000, the complex is back over three trillion. Bitcoin’s September 21–22 run tagged an eight-month high. Intraday extremes printed $87,000...
Saylor bought the dip. He also bought more of his own preferred. Strategy Inc. (MSTR), Michael Saylor’s bitcoin-treasury vehicle, disclosed in a September 21 Form 8-K...
Frankfurt just put central-bank money on a ledger without calling it a coin. On September 21 the Eurosystem switched on Pontes, a wholesale bridge that lets...
On September 21 bitcoin ran from a weekly close near $81,159 through $85,000 — first print there since late January — and into the mid-$86,000s, with...
A year of lab time is not a listing. The market priced it like one anyway. At Avalanche Summit in New York on September 18, Ava...
Congress would not open debate. The futures regulator opened a docket instead. On September 17 — two days after the Senate failed cloture on the CLARITY...
A weekly close is not a new cycle. It is the first one that looks like the last cycle’s floor. Bitcoin finished the week ended September...
The interesting work this week was not a token. It was who is allowed to hold one. While Washington failed cloture on CLARITY and the Fed...
Congress would not write the statute. The Commission wrote an order. Two days after the Senate failed cloture on the CLARITY Act 49–50, the SEC on...
Circle just shipped a chain that looks like a bank club with an EVM socket. On September 16 the company opened the public mainnet of Arc,...
The washout had a floor. It just took two policy shocks to find it. From the September 15 cloture fail through the September 16 Fed hike,...
The pause is over. The first hike of the ETF era is on the books. On September 16 the Federal Open Market Committee voted 12–0 to...
The Senate closed the rulebook. The bond market raised the cost of money. Oil kept the inflation story alive. Crypto paid all three invoices at once....
The bid that carried August paused when the price stopped going up. U.S. spot bitcoin ETFs posted $462.7 million of net outflows across the four sessions...
For one session, bitcoin was not a tech stock with a ticker. On Monday, September 14, BTC ran from the mid-$77,000s toward $78,300, then as high...
The last offer is on paper. The votes are not. Late Sunday into Monday, Sens. Cynthia Lummis (R-Wyo.), John Boozman (R-Ark.), and Tim Scott (R-S.C.) posted...
Sunday did not give the market a new story. It gave it the same range with worse lighting. On September 13 bitcoin spent the session around...
The market spent August learning to love $80,000. September is teaching it $77,000. Bitcoin is stuck in the mid-to-high $76,000s into $77,500 on Monday snapshots, after...
The third-largest public bitcoin treasury just admitted the option pool got away from it. On September 11, Tokyo-listed Metaplanet (TYO: 3350) cut the Series 10 stock-acquisition...
Crypto Valley is keeping the brass plate and moving the payroll. Bitcoin Suisse, the Zug firm founded in 2013, said it will cut up to 60...
The $78,000 handle did not hold the session. It was the opening argument. On September 10 the complex was already leaning lower. Early CoinGecko-style snapshots had...
Solana just printed more tickers in a day than most chains print in a year. On-chain explorers put more than 263,000 new SPL tokens on the...
Jack Dorsey’s payments company wants a federal vault, not a checking account. On September 8, Block, Inc. (NYSE: XYZ) said it filed with the Office of...
The U.S. listed-product machine has left bitcoin and ether. Canary Staked TRX ETF started trading on Cboe BZX on September 9 under ticker TRXS. It is...
Circle is buying the last mile. On September 8, Circle Internet Group (NYSE: CRCL) said it will acquire Singapore-based Tazapay for about $400 million in Class...
Visa just put a number on something crypto has been calling “adoption” for years: cards that spend stablecoins, and a network that settles them. On September...
While bitcoin was busy losing $80,000 to the jobs report, the largest public ether treasury kept buying. Bitmine Immersion Technologies (NYSE: BMNR) said that as of...
