MARKETS
The crossover in action. When TradFi and crypto are looking at the same thing from different angles — equity correlations, institutional positioning, cross-asset flows, the moments where the two worlds collide.
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
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 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 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 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.
ON-CHAIN
+3
Sep 3, 2026
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5 min read
Twenty-one banks are building a dollar stablecoin.
Bank of America, Citi, Goldman and eighteen other firms, aiming at a first-half 2027 launch.
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 25, 2026
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4 min read
Bitcoin is through eighty thousand
Two big holders are moving coins to the exchanges. The funds keep buying them anyway.
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 17, 2026
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5 min read
TeraWulf leased its Kentucky power to Anthropic
A shut Kentucky smelter now carries a twenty-year lease with Anthropic.
BITCOIN
+3
Aug 7, 2026
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4 min read
MetaMask built a wallet for AI agents
MetaMask hands AI agents the keys, with a leash. Crypto's wildest invention eyes stocks.
BITCOIN
+3
Aug 4, 2026
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4 min read
Galaxy says 1,750 bitcoin are gone.
Five counts of the same theft and no two of them agree. The highest is more than $130 million.
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 31, 2026
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6 min read
The crypto hoarders found something else to buy
Two crypto treasuries sold coins to fund AI data centers, and a decade-old memecoin trade just started pricing against Nvidia and Tesla.
