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 Bitcoin policy unravels
Strategy is abandoning its 'never sell' Bitcoin posture, selling BTC to fund dividends and rebuild cash reserves while its preferred stock, share price, and accumulation model face mounting stress.
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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