BITCOIN
+3
Sep 8, 2026
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6 min read
How we read an ETF flow number
You have already had last week's ETF number. Nobody printed the two things that decide what it is worth: how many separate counts it actually represents, and what bitcoin did over the window it covers.
BITCOIN
+3
Sep 4, 2026
•
8 min read
Waller named the data he is waiting for
You have already had the half of Waller's speech that moved the price. The half that names the release he is waiting for sits further down, and it points somewhere else.
BITCOIN
+3
Sep 1, 2026
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6 min read
Nobody hedges the Super Bowl
You already know a federal appeals court called Kalshi's sports contracts gambling. The sentence that matters is the test the judges used to get there.
BITCOIN
+3
Aug 28, 2026
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8 min read
Nobody bought a coin this week
You already have this week's adoption headlines. We went and counted what a year of them has actually done to the price.
BITCOIN
+3
Aug 21, 2026
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8 min read
The rally nobody had the cash for
Fourteen billion dollars of buying power left the exchanges since May, and bitcoin rose anyway.
BITCOIN
+3
Aug 18, 2026
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6 min read
Crypto's best macro news went to AI
American factories have expanded for seven straight months, and none of that money reached crypto.
BITCOIN
+3
Aug 14, 2026
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8 min read
Washington borrowed at the worst rates since 2001
Gold is up a third in a year. Bitcoin is down by half. Same argument, different destination.
BITCOIN
+1
Aug 11, 2026
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6 min read
Bitcoin's biggest sellers just published their numbers
A $1.63 billion miner sale, a second below-cost week, and a recovery that is one buyer wide.
BITCOIN
+2
Aug 4, 2026
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6 min read
Bitcoin's biggest holder sold to pay dividends
The company that said it would keep buying now has a cash bill its bitcoin cannot cover.
BITCOIN
+3
Jul 31, 2026
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8 min read
Crypto traders swapped memecoins for stablecoin yield
It stayed in crypto and moved into a corner far narrower than the one it left.
BITCOIN
+3
Jul 28, 2026
•
6 min read
Bitcoin's treasury buyers are becoming AI companies
A dozen treasury firms are pivoting to AI while one just bought a twentieth of all the Ether there is.
BITCOIN
+3
Jul 24, 2026
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6 min read
Two majors, two sets of buyers
Ethereum's ETF money crossed the line Bitcoin's already had, and the crowd started pricing the two apart.
BITCOIN
+3
Jul 21, 2026
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6 min read
Bitcoin's next move has five dates on it
What moved under a flat price, the fight over what Bitcoin is for, and where our range does the deciding.
BITCOIN
+3
Jul 17, 2026
•
8 min read
The recovery case just lost both legs
Chip stocks cracked and a Fed voter wants hikes. We count the Bitcoin buyers that are left.
BITCOIN
+2
Jul 14, 2026
•
7 min read
Oil spiked. Bitcoin held. Today is the test.
An oil shock only reaches your holdings one way, and today's inflation number is the test.
BITCOIN
+3
Jul 10, 2026
•
8 min read
The two majors run on different engines
For two years, holding Ethereum was really a bet on Bitcoin. The ETFs just split them.
BITCOIN
+2
Jul 7, 2026
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6 min read
The biggest buyer paused. Price rose anyway.
The most reliable bid in the market paused this fortnight, and Bitcoin still climbed higher.
BITCOIN
+3
Jul 3, 2026
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7 min read
The money left the fund, not crypto.
Crypto ETFs just booked their first-ever half-year of outflows. The same institutions spent the half building the rails underneath.
BITCOIN
+3
Jun 30, 2026
•
7 min read
How we tell a bottom from a breakdown.
A bottom and a breakdown look identical from the outside. Three things tell them apart, and two of the three point one way.
