The market is underwriting massive AI capex on the assumption models capture the profits. If that’s wrong, value migrates to power and payment rails.
Base was 98.5% of Superchain revenue. Now it’s gone. The graduation trap isn’t an Optimism problem — it’s an L2 infrastructure problem. Is ARB next in line?
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Analysts Will Clemente, Joe Vezzani and Marcus Wu share their Bitcoin outlook amidst war. Plus, Will shares his thesis on Gen Z’s future, and Marcus previews his Bitcoin game theory model.
Riot reported record revenue and higher BTC output in 2025, even as rising hash rate and accounting losses pressured margins across the mining industry.
BTC briefly reclaimed $66,000 during Trump’s address as risk appetite returned, though heavy options positioning near $58,000 signals continued hedging pressure.
Macro uncertainty and five straight weeks of ETF outflows pushed crypto lower, with $230 million in long liquidations adding to the pressure.
Kraken’s banking arm secured a Federal Reserve master account, allowing the exchange to move dollars through the Fedwire network without intermediary banks.
Major banks are expanding custody, staking, and tokenization plans even as crypto prices stagnate, underscoring Wall Street’s long term institutional push.
The Winklevoss-led exchange is undergoing a major executive overhaul and international pullback as shares hit record lows and projected losses deepen.
The largest U.S. crypto exchange swung to a $667 million quarterly loss as trading activity cooled, testing the resilience of its subscription-driven model.
Analysts Will Clemente, Joe Vezzani and Marcus Wu share their Bitcoin outlook amidst war. Plus, Will shares his thesis on Gen Z’s future, and Marcus previews his Bitcoin game theory model.
A narrow governance vote signals a major shift in tokenomics and product strategy, directing more revenue to the DAO and positioning V4 as the protocol’s future core.
Tushar Jain and Mike Ippolito make the bull case for Solana as competition heats up.
A $51 million funding request has sparked a public clash within Aave, with leading contributors questioning past spending and future strategy.
Vitalik Buterin is pushing new safeguards to prevent block builder dominance and toxic MEV as Ethereum’s Glamsterdam upgrade reshapes block production.
Base was 98.5% of Superchain revenue. Now it’s gone. The graduation trap isn’t an Optimism problem — it’s an L2 infrastructure problem. Is ARB next in line?
Vitalik outlined a roadmap to protect Ethereum from future quantum computing threats, including plans to replace signature schemes and overhaul validator security.
Tushar Jain and Mike Ippolito make the bull case for Solana as competition heats up.
Nike quietly exited its NFT business by selling RTFKT months after shutting it down, as former holders pursue legal action over lost value.
Nick O’Neill, more popularly known by his persona “Choose Rich Nick,” delves into how he became internet famous, the man behind the persona, his endgame and the secret to his success.
Coinbase spent $375 million acquiring Cobie’s Up Only NFT and his fundraising platform Echo, signaling a push into crypto media and onchain capital markets.
Hyperliquid introduced permissionless spot quote assets and dropped its Hypurr NFT collection, driving tens of millions in trading volume and rare NFT sales over $400,000.
Russian policymakers are advancing legislation for stablecoins and bank-run crypto exchanges as the country seeks to formalize digital asset markets and expand cross-border payments.
The SEC agreed to drop its long-running securities lawsuit against Justin Sun and Tron after a $10 million settlement tied to the promotion and trading of TRX and BTT tokens.
A new SEC proposal could introduce a token classification system defining which digital assets qualify as securities under U.S. law.
A bipartisan housing package moving through the Senate includes a temporary ban on a Federal Reserve CBDC, pulling the digital dollar debate into major legislation.
Analysts Will Clemente, Joe Vezzani and Marcus Wu share their Bitcoin outlook amidst war. Plus, Will shares his thesis on Gen Z’s future, and Marcus previews his Bitcoin game theory model.
Tushar Jain and Mike Ippolito make the bull case for Solana as competition heats up.
Jansen Teng announces Virtuals’ new humanoid robotics accelerator. Is this the next frontier for the AI agent meta?
Matt Corallo says “the community that exists at the time” will make decisions on how Bitcoin deals with the threat of quantum computing.
Explore how AI could reshape crypto and finance, redefining traditional systems and introducing new threats. As AI-powered agents promise efficiency, Haseeb, Tom, Tarun, and guest Illia Polosukhin critique Citrini’s controversial predictions on a global financial crisis and consider whether AI might just save or further complicate crypto’s role in the economy.
Dragonfly raises a $650M Fund IV amid crypto’s institutional vs retail sentiment gap, the industry exodus including Kyle Samani’s departure from Multicoin, OpenClaw’s OpenAI acquisition and crypto Twitter harassment, X402 payment standards for AI agents, Polymarket’s controversial 5-minute Bitcoin betting markets, and the brewing federal vs state regulation battle over prediction markets.
Several WBTC alternatives have emerged to bring Bitcoin liquidity to DeFi ecosystems across the cryptoverse. Discover the most prominent ones in this guide.
Based rollups are an exciting new addition to rollup scaling solutions.
