BITCOIN
The original. Stories about BTC price action, supply dynamics, institutional flows, ETF mechanics, and the macro forces that move it. When Bitcoin does something, everyone else is downstream.
BITCOIN
+1
Oct 13, 2026
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6 min read
Bitcoin's funds sell with the price
The funds lost $455.9 million in three sessions. Our record says that doesn't predict a lower price.
BITCOIN
+3
Oct 13, 2026
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4 min read
Bitcoin slips to $81,377 as ETFs see outflows
Also: South Korea blocks 27 overseas exchanges, and a bitcoin miner reportedly signs with Anthropic.
BITCOIN
+3
Oct 9, 2026
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5 min read
Bitcoin funds lost $485 million in one day
Bitcoin funds lost $485 million in one day, the NFL backs New Jersey against Kalshi at the Supreme Court, and Vitalik Buterin tells holders not to rush wallet moves.
BITCOIN
+3
Oct 7, 2026
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4 min read
Conduit sued Tether over $2.76 million in frozen USDT
A payments firm says Tether locked its USDT for a year, prosecutors keep pressing Roman Storm, and Citi lifts its bitcoin target.
BITCOIN
+3
Oct 2, 2026
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5 min read
Trump says some inflation will pay off the debt
The president said some inflation will pay off the debt while the Fed raises rates to bring it down. Also: the first bitcoin fund outflow since September 16, and Derive's planned move to Ethereum.
BITCOIN
+2
Oct 2, 2026
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8 min read
Trump wants inflation. Bitcoin rose and gold fell.
Bitcoin and gold moved the same way on eight of the ten weekdays since the Fed's rate rise. Two days of fund buying made the difference, and those buyers have now turned.
BITCOIN
+2
Sep 29, 2026
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7 min read
Bitcoin fell four days running as funds bought
The US spot bitcoin funds took in $2.39 billion, their biggest week in our records, and bitcoin closed lower on four of the five days. Who sold into them, and what it means for the June call.
BITCOIN
+2
Sep 25, 2026
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8 min read
Bitcoin rose 9.5% in three weeks with no new dollars behind it
Our weekly dollar count fell $94 billion instead of rising a third week, so the June call stays as written. Bitcoin held up anyway, carried by $2 billion of buying through the US spot bitcoin funds.
BITCOIN
+3
Sep 24, 2026
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4 min read
Bitcoin fell 2% as bond yields hit 5.1%.
The funds bought $714.7 million more and the price still fell, with a US government bond now paying its most since 2007.
BITCOIN
+3
Sep 23, 2026
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4 min read
Bitcoin funds took in $999 million on Monday.
Nearly a billion dollars arrived on the day of the jump, and the price has held flat since.
BITCOIN
+3
Sep 22, 2026
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4 min read
Bitcoin hit $86,000 after the Fed's rate rise.
Spot buyers did the work and $750 million of bets against it were forced shut. Prosecutors are also looking at Binance over Iran sanctions, and the ECB switched on Pontes.
BITCOIN
+3
Sep 22, 2026
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7 min read
Bitcoin rose 13% as the dollar turned up
Our June rule says a strong dollar caps crypto. Four sessions ran through it. Here's what would retire it.
BITCOIN
+3
Sep 21, 2026
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4 min read
Polymarket's CEO told staff to keep growing.
More than four in five card deposits through one of its payment processors were rejected as fraud. Bitcoin also closed a week above its 50-week average for the first time in 45 weeks.
BITCOIN
+3
Sep 18, 2026
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9 min read
The Fed hiked and dollar liquidity grew anyway
The rate went up and the money supply went up with it, which is not the story anyone told you yesterday.
BITCOIN
+3
Sep 18, 2026
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4 min read
The SEC cleared US stocks to trade on-chain.
Congress stalled, so the regulator moved. Then Japan raised rates to their highest in about 31 years, and bitcoin rose anyway.
BITCOIN
+3
Sep 16, 2026
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6 min read
The Senate said no. Bitcoin slipped under the band.
The bill fell eleven short and bitcoin closed under its band. Our three counts say the money hasn't moved.
BITCOIN
+3
Sep 15, 2026
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4 min read
Eighteen attorneys general moved against the crypto bill
Eighteen state attorneys general told the Senate to vote it down. The odds fell to 18%.
BITCOIN
+3
Sep 14, 2026
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4 min read
Senate Republicans released the final crypto bill text
The Senate votes tomorrow on whether to debate it. Traders still say 30%.
BITCOIN
+3
Sep 10, 2026
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4 min read
Yields hit a three-year high. Bitcoin barely moved.
Bitcoin sits between a floor and a ceiling with two inflation reports on the way.
BITCOIN
+3
Sep 9, 2026
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4 min read
Robinhood is buying the exchanges it uses
The brokerage app your friends use is buying stakes in the exchanges it sends its orders to, and an analyst has just repriced the stock on the blockchain it switched on in July.
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 8, 2026
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4 min read
Traders are pricing bitcoin two ways at once.
Bitcoin's correlation with gold is reported at a nine-year high, it still fell on a jobs number, and the inflation numbers land on Friday.
BITCOIN
+3
Sep 7, 2026
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4 min read
Bitcoin's holders sold into $987 million of buying.
US spot bitcoin ETFs took in $986.9 million in a week and the price barely moved. Ether fund buying has fallen by two thirds in a fortnight.
