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191 posts tagged with "Bitcoin"

Content about Bitcoin, the first cryptocurrency

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Warsh, Bitcoin, and the End of Rate-Cut Hope: Has Crypto Finally Decoupled From the Fed?
·Dora Noda·10 min

Warsh, Bitcoin, and the End of Rate-Cut Hope: Has Crypto Finally Decoupled From the Fed?

Kevin Warsh's Fed Chair confirmation lands as Bitcoin's correlation with global central bank policy has structurally inverted — testing whether crypto has finally decoupled from rate-cut hope or still trades on it.

Bitcoin
Federal Reserve
macroeconomics
institutional-investment
+1
Project Eleven's $120M Bet: How a Special Forces Veteran Convinced Coinbase the Quantum Threat Is Already Here
·Dora Noda·10 min

Project Eleven's $120M Bet: How a Special Forces Veteran Convinced Coinbase the Quantum Threat Is Already Here

Project Eleven's $20M Series A at a $120M valuation signals that institutional crypto is taking the post-quantum threat seriously — and that yellowpages, its retrofit-first migration tool, may be the only practical path for the trillions already on-chain.

Bitcoin
Solana
cryptography
security
+2
The Tariff Verdict Bitcoin Couldn't Cash: $133B in Refund Limbo and the Section 232 Loophole That Survived SCOTUS
·Dora Noda·10 min

The Tariff Verdict Bitcoin Couldn't Cash: $133B in Refund Limbo and the Section 232 Loophole That Survived SCOTUS

SCOTUS struck down IEEPA tariffs on February 20, 2026, but Bitcoin barely flinched. The reason: Section 232 metals tariffs survived, and U.S. miners are still paying a 47% cost penalty that's reshuffling global hashrate.

Bitcoin
Mining
macroeconomics
regulation
+1
Tether's Trillion-Dollar Bet: Inside the XXI–Strike–Elektron Merger That Reinvents the Bitcoin Bank
·Dora Noda·11 min

Tether's Trillion-Dollar Bet: Inside the XXI–Strike–Elektron Merger That Reinvents the Bitcoin Bank

Tether Investments' April 29, 2026 proposal to merge Twenty One Capital, Strike, and Elektron Energy creates the first vertically integrated public Bitcoin company — and forces a global regulatory rethink.

Tether
Bitcoin
stablecoins
Mining
+2
Bitcoin ETFs Just Bought 9x What Miners Produced: Inside April 2026's $2.44B Inflow Wall
·Dora Noda·11 min

Bitcoin ETFs Just Bought 9x What Miners Produced: Inside April 2026's $2.44B Inflow Wall

Spot Bitcoin ETFs absorbed nine times what miners produced in late April 2026, pulling in $2.44B for the month. IBIT crossed $70B in AUM while Morgan Stanley's MSBT debuted at the lowest fee on the market — proof that institutional demand has decoupled from price.

Bitcoin
ETF
BlackRock
institutional-investment
+1
GSR's BESO ETF: How a Crypto Market Maker Just Outflanked BlackRock on Active Staking
·Dora Noda·9 min

GSR's BESO ETF: How a Crypto Market Maker Just Outflanked BlackRock on Active Staking

GSR's April 22 launch of BESO — the first U.S.-listed multi-asset crypto ETF authorized to stake — turns a 13-year-old market maker into BlackRock's newest competitor on active management.

ETF
staking
Bitcoin
Ethereum
+3
Bitcoin Wakes Up: How Babylon, sBTC, tBTC, and exSat Are Turning $1.9T of Idle BTC Into Programmable Collateral
·Dora Noda·11 min

Bitcoin Wakes Up: How Babylon, sBTC, tBTC, and exSat Are Turning $1.9T of Idle BTC Into Programmable Collateral

Babylon, Stacks' sBTC, Threshold's tBTC, and exSat each take a different path to making $1.9T of idle Bitcoin productive — and the GENIUS Act quietly reshapes which ones survive.

Bitcoin
BTCFi
DeFi
staking
+1
Bitcoin's $150B ETF Moment: How 18 Months Made BTC a 60/40 Standard
·Dora Noda·10 min

Bitcoin's $150B ETF Moment: How 18 Months Made BTC a 60/40 Standard

Spot Bitcoin ETFs crossed $150B AUM at their late-2025 peak. Even after a 50% correction, the institutional plumbing now treats BTC as a standard alternative-allocation building block — and the next $500B is mostly a question of when.

Bitcoin
ETF
institutional-investment
BlackRock
+1
Russia Just Made Bitcoin a Monetary Policy Tool — And the G20 Has No Playbook
·Dora Noda·11 min

Russia Just Made Bitcoin a Monetary Policy Tool — And the G20 Has No Playbook

Russia's Central Bank Governor publicly credited Bitcoin mining with strengthening the ruble — the first G20 monetary authority to treat hash rate as currency policy infrastructure. What this rewires for sanctions-era macro and what the rest of the G20 has to do next.

Bitcoin
Mining
central banks
macroeconomics
+1
Showing 19–27 of 191 posts