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SpaceX IPO Bitcoin treasury ignored as miner loans surge – commodity rotation underway

Blair Connolly4 weeks ago5 min read

SpaceX Bitcoin Treasury Hits $1.45B Ahead of IPO SpaceX’s IPO filing has brought its Bitcoin treasury into the public record at $1.45 billion, adding an unusual…

Bitcoin accumulation weakens as realized losses hit $600 million

Althea Burnett4 weeks ago6 min read

Bitcoin accumulation weakens as realized losses hit $600 million Bitcoin accumulation has weakened as realized losses on recent selling have climbed to about $600 million, a…

Bitcoin ETF outflows hit $6M as spot volume lags

Wyatt Newson4 weeks ago4 min read

Bitcoin ETF Outflows Hit $6M as Spot Volume Lags U.S. spot Bitcoin ETFs recorded a net outflow of $6.0 million on April 14, extending a five-day…

Onchain permanence narrative grows as active L1s decline – cultural focus masks technical attrition

Leo Nomist4 weeks ago7 min read

Onchain permanence gains ground as L1 activity thins Onchain permanence is increasingly the dominant investment narrative in crypto as activity migrates toward a smaller set of…

Hyperliquid eyes $60 as OI jumps 40% while spot DEX volume lags – leverage‑fueled

Ethan Glober4 weeks ago7 min read

Hyperliquid OI Climbs as HYPE Hits Fresh High Hyperliquid’s HYPE token extended its rally this month as open interest on the exchange climbed to record levels,…

China-linked TRUMP treasury stock drops 98% after buyout claim

Bernard Nicolai4 weeks ago5 min read

TRUMP-linked GDC stock plunges 98% after buyout claim GD Culture Group, a bitcoin treasury stock linked to Donald Trump’s TRUMP memecoin, has fallen 98% from the…

Armstrong’s security spend divergence shows institutional capitulation – not retail adoption

Daisy Hodley4 weeks ago7 min read

Coinbase security spend split reflects institutional strain Coinbase’s recent security-spend divergence is being read by market participants as a sign of shifting customer behavior rather than…

Nvidia beats earnings yet stock dumps 5% – tech liquidity rotation pressure builds

Bitro Conwell4 weeks ago6 min read

Nvidia Beat Fails to Lift Crypto Risk Appetite Nvidia’s latest earnings beat did little to support the broader risk trade, with the stock sliding about 5%…

Exchange balances climb 15% even as L2 projects shut down – liquidity pools amid ecosystem contraction

Daniel Lycon4 weeks ago5 min read

Exchange balances rise as L2 shutdowns hit crypto Crypto exchange balances are climbing even as a cluster of layer-2 and infrastructure projects shut down, underscoring a…

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