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Traders Have $5 Billion Riding on the Clarity Act. Schwab Says It Barely Moves Bitcoin

Traders Have $5 Billion Riding on the Clarity Act. Schwab Says It Barely Moves Bitcoin

The bar bitcoin has to clear was reset by the bond market, not by Washington, and almost nobody is quoting the number.

Jeff Albus
Jeff Albus

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Perpetual Futures Now Rule Crypto Trading as Volumes Sink to a 31-Month Low

Perpetual Futures Now Rule Crypto Trading as Volumes Sink to a 31-Month Low

Perps have taken over crypto trading, but centralized volume just hit a 31-month low and the venue everyone calls cheap trades at twice the multiple its dashboard shows.

Jeff Albus
Jeff Albus
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The Bitcoin Treasury Model Is Shifting. What Does It Mean for MSTR?

The Bitcoin Treasury Model Is Shifting. What Does It Mean for MSTR?

The pure-play Bitcoin treasury strategy may be dead. Strategy's credit model is struggling. Is cash flow the answer?

David Okoya
David Okoya
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Traders Have $5 Billion Riding on the Clarity Act. Schwab Says It Barely Moves Bitcoin

Traders Have $5 Billion Riding on the Clarity Act. Schwab Says It Barely Moves Bitcoin

The bar bitcoin has to clear was reset by the bond market, not by Washington, and almost nobody is quoting the number.

Jeff Albus
Jeff Albus
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Bitcoin Miners Are Becoming AI Landlords. But Which Leases Are a Positive Investment Signal?

Bitcoin Miners Are Becoming AI Landlords. But Which Leases Are a Positive Investment Signal?

Four questions separate a bankable AI lease from a press release.

Jeff Albus
Jeff Albus
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Circle’s Stock Tanked 19% on OUSD's Announcement. How Justified Was the Reaction?

Circle’s Stock Tanked 19% on OUSD's Announcement. How Justified Was the Reaction?

What the numbers say about OUSD's threat to Circle.

David Okoya
David Okoya
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Strategy's Problem Isn't Bitcoin. It's That One Man Decides Everything.

Strategy's Problem Isn't Bitcoin. It's That One Man Decides Everything.

On Monday, the question was whether STRC's dip below par meant trouble. Now the entire capital stack is underwater, the common stock is at a two-year low, and a securities probe may be in the works. Here’s where Strategy stands.

Jeff Albus
Jeff Albus
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Strategy’s STRC Drawdown Continues Despite $300 Million Cash Boost. What Gives?

Strategy’s STRC Drawdown Continues Despite $300 Million Cash Boost. What Gives?

It’s been an ugly few weeks for Strategy’s STRC. Here’s why it’s trading so far below par and what the company can do to get it back to $100.

David Okoya
David Okoya
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Wall Street Loves Ethereum, So Why Doesn't the Market Love ETH?

Wall Street Loves Ethereum, So Why Doesn't the Market Love ETH?

The biggest names in finance are building on Ethereum, but ETH itself is bleeding value against bitcoin. Here's where the money is really going.

Jeff Albus
Jeff Albus
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Blame MSTR for the Bitcoin Crash? The Culprit May Lie Elsewhere

Blame MSTR for the Bitcoin Crash? The Culprit May Lie Elsewhere

Everyone's hunting a villain. Here’s what the charts say.

Jeffrey Albus
Jeffrey Albus
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Bitcoin's Price Has Been Outperforming the S&P 500 in Times of War. Here's Why

Bitcoin's Price Has Been Outperforming the S&P 500 in Times of War. Here's Why

Bitcoin has outperformed stocks and gold 75 days into the U.S.-Iran war, which can be explained by this theory.

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Bitcoin Rose 12% in April. But Could These 2 Catalysts Push It Up Again Soon?

Bitcoin Rose 12% in April. But Could These 2 Catalysts Push It Up Again Soon?

Bitcoin rallied in April on no spot demand and record short positioning. But two catalysts looked poised to release the spring.

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Circle Crashed Because of the Clarity Act Draft. But Is It Oversold?

Circle Crashed Because of the Clarity Act Draft. But Is It Oversold?

The market wiped $5 billion off Circle on a headline. Bernstein says investors are confusing the stablecoin issuer with the distributor. The distinction is worth paying attention to.

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