The sharpest crypto signals — what moved, and why it matters.
Tue, Aug 4
Weeks before the theft, Coinkite ran an AI review over its firmware — the open-source code anyone can read. It found nothing. Then, it believes, an attacker pointed AI at older versions of that same code and found the flaw that drained…
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A stablecoin was supposed to be a dollar that moves without asking anyone's permission. Mastercard just paid up to $1.8 billion for one of the busiest doors that dollar walks through. BVNK builds the plumbing that connects stablecoins to…
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The line to catch isn't the two new funds. It's what BlackRock's own finance chief said on the earnings call: they already manage $60 billion of reserves for Circle, the company behind the USDC dollar coin — about a quarter of the entire…
Read more →Strategy BTC treasury stress
Strategy is navigating a crisis in its Bitcoin treasury model, oscillating between forced BTC sales, purchase pauses, and resumed accumulation as STRC preferred stock stress and unrealized losses reshape its capital framework.
Latest: Strategy sells 1,638 BTC (~$105M) at roughly $64,000 a coin — below its ~$75,400 average cost — repurchasing $81.2M of STRC near $89 and lifting its dollar reserve to $4B as the buying pause extends
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