The Great Long-Bond Selloff Forces a Brutal Fiscal Reckoning
Key TakeawaysFrance’s 30-year OAT yield neared 4.85%, its highest range since the 2008 crisis.U.S. 30-year Treasury yields reached 5.22%, lifting...
Bitcoin
Paul Tudor Jones’ Blackrock Bitcoin ETF Bet Hits $22.9M
Key TakeawaysTudor Investment Corp held 688,529 IBIT shares worth $22.9 million as of June 30, 2026.The position grew 18.9% from...
Why Ethereum and Solana Supply Growth Could Drop Sharply by 2031: Grayscale
TLDR: Ethereum and Solana proposals could reduce annual inflation and slow new token supply growth. Grayscale projects ETH inflation near...
MSCI Proposal Could Boot Strategy, Metaplanet From Indexes
Key TakeawaysMSCI’s proposal could delete Strategy and Metaplanet from its Global Investable Market Indexes as soon as November 2026.A simulation...
Bitcoin holds $62,300 support as BTC attempts short-term recovery
Key takeaways Bitcoin trades near $63,567 on Friday after rebounding from support around $62,300. BTC remains below its 50-day, 100-day...
Non-Custodial Bitcoin Bridge Boltz Shuts Down After AI-Assisted Attacks
A new group of veteran Bitcoiners will take over operations after supplying fresh capital and engineering resources. Boltz has...
OranjeBTC Targets Brazil’s B3 With Strategy-Backed DIGY11 ETF
Key TakeawaysBrazil’s OranjeBTC is launching the DIGY11 ETF, giving locals regulated exposure to bitcoin-heavy stocks.Debuting in September, the fund pays...
TRM Labs Reveals MiCA Purged 80% of European Crypto Firms
Key TakeawaysMiCA consolidated the EU crypto market, with only about 20% of existing firms receiving authorization.The rules successfully isolated high-risk...
MUFG Eyes Instant JGB Repos as Blockchain Invades Bond Markets
Key TakeawaysMUFG began a 2026 pilot for on-chain Japanese government bond repo settlement.Canton could support real-time JGB trades and more...
Inflation Cools, Bitcoin Stalls as Fed Faces Its Next Big Test
Key TakeawaysU.S. CPI eased to 3.4% in July, extending inflation’s retreat from May’s 4.2% peak.Federal Reserve pressure eased as core...
Metaplanet Moves $250M in Bitcoin as Paper Loss Swells to $1.4B
The timing raised some concerns within the community as the number of treasury companies selling BTC has been gradually...
Saylor’s Strategy Racks up $102M in Bitcoin Losses, per Cryptoquant
Key TakeawaysCryptoquant analysts estimate Strategy’s cumulative realized losses from 2026 bitcoin sales have topped $102 million.The company still holds roughly...
Gold Hits 2-Month High Above $4,400 as China Keeps Hoarding
Key TakeawaysGold crossed $4,400 on Aug. 11 before spot prices eased to $4,378.50 by noon EDT.China’s PBOC added 20 tonnes...
Keel Shuts All Bitcoin Mining With $819M Ready for AI Pivot
Key TakeawaysKeel shut all U.S. bitcoin mining as Q2 revenue fell 50% to $30.4M during its AI pivot.Keel sold 1,085...
Vitalik Overhauls Ethereum Roadmap as Quantum Risks Take Hold
Key TakeawaysVitalik Buterin compared Ethereum’s 2023 roadmap to the new 2029 Strawmap on Monday.Quantum safety and strong privacy tools now...
Bitcoin slips to $64,000 as oil rally and ETF outflows pressure BTC
Key takeaways Bitcoin trades below $64,000 as stalled US-Iran negotiations weaken demand for risk-sensitive assets. Rising oil prices are increasing...
NYSE Builds Onchain Settlement Rails for Tokenized Securities
Key TakeawaysNYSE President Lynn Martin confirmed onchain settlement plans building on DTCC’s July pilot.NYSE participated in DTCC’s tokenization pilot in...
Strategy Dumps Another 1,690 BTC in Ongoing Bitcoin Sell-Off
So, this is what the 'Doing Business' message from yesterday meant. The world’s largest corporate holder of bitcoin continues...
OCEAN Pledges BTC Refunds After Chain-Split Error
Key TakeawaysOCEAN misrouted miners to the BIP-110 chain for 18 hours due to a Stratum configuration flaw.Developer Peter Todd slammed...
Germany Mulls Bitcoin Critic Nagel’s Bid for ECB Presidency
Key TakeawaysGermany could back Bundesbank President Joachim Nagel to succeed ECB President Lagarde if she resigns early.Despite stiff competition, Germany’s...
Fed Hike Bets Crack as September Hold Odds Storm Into Lead
Key TakeawaysPolymarket gives a September Fed hold 63% odds after more than $20.3 million traded.Kalshi prices a Fed hold at...
Ethereum Bull Case Strengthens as ETF Inflows, Lower Fees, and Bullish Fractal Align
TLDR: Ethereum median mainnet fees fell over 99%, from above $2 in January 2024 to below $0.02 by March 2026....
