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On Saturday, the Crypto Fear & Greed Index slipped to 25, its first Extreme Fear reading since early August. Bitcoin was changing hands near $75,800, about 40% below its October 2025 record. Social feeds blamed one culprit above all others:…
On the evening of October 29, the world’s largest crypto exchange lost more money in about twenty minutes than most hedge funds manage in total. By Binance’s own estimate, roughly $6.3 billion in tokens left its hot wallets across about…
Stocks are sitting near record highs, the Nasdaq has just logged a fourth straight weekly gain, and the crypto funds that Wall Street launched are quietly shrinking. Over the five trading days to October 9, US crypto exchange-traded funds shed…
For years, the crypto industry promised to reinvent money, and most of those promises went nowhere. Bitcoin became a store-of-value asset and a macro trade. Ethereum became infrastructure for decentralized applications. Thousands of tokens came and went. Through all of…
Two central banks raised interest rates this week, the 10-year US Treasury yield pushed back above 5%, and Washington’s flagship crypto bill died in the Senate. By any traditional playbook, this was a week for risk assets to bleed. Instead,…
On 10 August, Riot Platforms announced a twenty year data centre lease at its Rockdale, Texas campus and declined to name the tenant, describing it only as one of the world's leading frontier AI labs. The shares fell more than five percent after hours. Then CNBC reported the tenant was Anthropic, and the stock climbed as much as twenty five percent...
Every condition the safe-haven thesis asked for has now arrived. Bitcoin is still trading at half its peak. Start with the tape, because the tape is the argument. Bitcoin sits near $63,000. Its record high was $126,080, which means the asset is down roughly fifty percent from the top and has been grinding lower beneath every major daily moving average — not a crash, a slow bleed. Over the same stretch, the S&P 500 printed a record high and closed out its third consecutive weekly gain. Gold is hovering around $4,400 an ounce after a year that most institutions still describe as structurally supported.
On 4 August, Vladimir Putin signed the Law on Digital Currencies and Digital Rights. The headlines wrote themselves: Russia legalises crypto. It is a tidy line, and it is wrong in a way that matters, because it collapses two separate pieces of legislation into one story and then draws the opposite conclusion from the one the architecture supports.
In the space of forty-eight hours this week, two events took place on opposite sides of the Atlantic that almost nobody in mainstream financial media has connected. On June 30, a consortium of more than 140 of the largest payment, banking, and technology companies on the planet announced a new digital dollar.
Bitcoin slid under $60,000 this week, and the usual chorus arrived right on schedule. Half the market calls it a generational entry point. The other half calls it the first crack in a structure that was never sound to begin with. Both camps are talking their book, and neither is looking very hard at the numbers. So let us look at the numbers, because the data tells a less dramatic and far more useful story than either side wants to admit.
