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195 posts tagged with "Bitcoin"

Content about Bitcoin, the first cryptocurrency

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Tether's MiningOS Bet: How a $189B Stablecoin Giant Is Trying to Own Bitcoin's Mining Stack
·Dora Noda·9 min

Tether's MiningOS Bet: How a $189B Stablecoin Giant Is Trying to Own Bitcoin's Mining Stack

Tether's release of MiningOS under Apache 2.0 is the latest move in its quiet bid to control Bitcoin's full financial stack — from stablecoin issuance to mining infrastructure. Here's what MOS actually does, how it compares to Braiins and LuxOS, and why 'free and open-source' doesn't mean 'strategically neutral.'

Bitcoin
Tether
Mining
stablecoins
+1
The Seven-Day TradFi Blitz: How Schwab, Morgan Stanley, and Kraken Just Collapsed the Crypto Exchange Moat
·Dora Noda·9 min

The Seven-Day TradFi Blitz: How Schwab, Morgan Stanley, and Kraken Just Collapsed the Crypto Exchange Moat

Charles Schwab opened spot Bitcoin and Ethereum trading to 39 million retail clients on May 13, 2026, the same week Morgan Stanley E*Trade went live at 50 bps and Kraken launched CFTC-regulated margin. Together, they structurally compressed the fee advantage crypto-native exchanges spent years building.

Bitcoin
TradFi
institutional-investment
trading
+1
Morgan Stanley E*Trade 0.5% Crypto Fee: Wall Street's May Day Moment for Digital Assets
·Dora Noda·10 min

Morgan Stanley E*Trade 0.5% Crypto Fee: Wall Street's May Day Moment for Digital Assets

Morgan Stanley priced spot Bitcoin, Ether, and Solana trading on E*Trade at 50 basis points, undercutting Coinbase, Robinhood, and Schwab. Why a wirehouse-tier 0.5% fee may be crypto's first true Wall Street fee compression event.

TradFi
Bitcoin
Solana
Coinbase
+1
Bitcoin's Quantum Bifurcation: 6.7M BTC Vulnerable and Two Allocator Camps
·Dora Noda·12 min

Bitcoin's Quantum Bifurcation: 6.7M BTC Vulnerable and Two Allocator Camps

Two top crypto desks read the same quantum data and reached opposite conclusions. Capriole's Charles Edwards wants a Bitcoin fix by 2026; Grayscale calls quantum risk a 2026 red herring. Inside the bifurcated allocator playbooks.

Bitcoin
cryptography
security
investment-research
+1
Bitcoin ETFs Just Had Their Biggest Month of 2026 — And BlackRock Took Almost All of It
·Dora Noda·9 min

Bitcoin ETFs Just Had Their Biggest Month of 2026 — And BlackRock Took Almost All of It

U.S. spot Bitcoin ETFs pulled in $2.44 billion in April 2026 — the strongest month of the year — with BlackRock's IBIT capturing roughly 70% of the take and re-establishing the 2024 oligopoly pattern.

Bitcoin
BlackRock
ETF
institutional-investment
+1
Bitcoin Volatility Just Became an Asset Class: Inside CME's June 1 BVX Futures Launch
·Dora Noda·11 min

Bitcoin Volatility Just Became an Asset Class: Inside CME's June 1 BVX Futures Launch

CME Group's June 1, 2026 launch of cash-settled Bitcoin Volatility (BVX) futures gives Wall Street its first CFTC-regulated way to trade BTC vega with zero delta — a structural unlock for long-vol funds, dispersion desks, and term-structure carry strategies that have been priced out of crypto vol until now.

Bitcoin
TradFi
institutional-investment
trading
+1
Strategy Breaks the Never-Sell Bitcoin Doctrine: The DAT Cohort Reckoning
·Dora Noda·11 min

Strategy Breaks the Never-Sell Bitcoin Doctrine: The DAT Cohort Reckoning

On May 5, 2026, Michael Saylor acknowledged that Strategy may sell Bitcoin to fund dividends — ending the absolute never-sell doctrine and forcing a repricing of every Bitcoin treasury company built around it.

Bitcoin
treasury
corporate treasuries
institutional-investment
+1
ZenChain's $10M Bet on a Second BTCFi Wave: Can a Late-Entrant Bitcoin-EVM Layer Outrun Babylon, Bitlayer, and BounceBit?
·Dora Noda·11 min

ZenChain's $10M Bet on a Second BTCFi Wave: Can a Late-Entrant Bitcoin-EVM Layer Outrun Babylon, Bitlayer, and BounceBit?

ZenChain just raised $10M from Watermelon Capital, DWF Labs, and Genesis Capital to enter a BTCFi field already dominated by Babylon, BounceBit, Bitlayer, and Merlin. Why investors are betting on a tenth-place Bitcoin-EVM L1 — and what it would take for a Zug-based late entrant to break in.

Bitcoin
DeFi
interoperability
cross-chain
+1
Bitcoin's First Q1 Hashrate Drop in Six Years: How the AI Pivot Is Rewriting Mining
·Dora Noda·10 min

Bitcoin's First Q1 Hashrate Drop in Six Years: How the AI Pivot Is Rewriting Mining

Bitcoin's hashrate fell ~4% in Q1 2026 — the first first-quarter drop since 2020 — as listed miners convert megawatts to AI hosting amid $70B+ in HPC contracts and production costs near $90K/BTC.

Bitcoin
Mining
AI
infrastructure
+1
Showing 10–18 of 195 posts