Bitcoin
Bitcoin as sound money — ETF and institutional flows, treasury adoption, protocol and security.
Quantum Bitcoin: Recovery Is the Easy Part
As I've previously noted, a quantum attacker who cracks your private key still can't reconstruct the seed phrase it was derived from. Proving you know that parent key — without revealing it — is something only the real owner can do.
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What’s developing right now — ranked by recency, momentum, and importance.
- 1Bitcoin quantum threat response
Growing quantum computing capability is forcing Bitcoin and crypto industry players to urgently develop and fund post-quantum cryptographic defenses.
Latest: Coinbase CEO Armstrong publicly states Bitcoin faces no immediate quantum threat while urging early preparation, adding executive-level risk assessment to the consortium effort.
- 2Corporate Bitcoin treasury cycle
Corporate Bitcoin treasury adoption is peaking and reversing, with firms oscillating between accumulation and forced liquidation as leverage, dilution, and macro pressure mount.
Latest: Corporate Bitcoin treasury firms collectively turn net sellers of BTC for the first time in years
- 3
ETF-Driven Data Distortions Affect On-Chain Bitcoin Metrics
Latest: Seven-day Bitcoin ETF inflow streak snaps; BlackRock IBIT accounts for $202M of $225M single-day outflow
- 4Strategy Bitcoin treasury stress
Strategy is overhauling its Bitcoin treasury model — abandoning its 'never sell' posture, pausing purchases, and restructuring capital amid mounting unrealized losses and STRC preferred stock stress.
Latest: Strategy unveils $1.25B Bitcoin acquisition plan, sending MSTR shares surging 27% as purchase pause ends.
- 5BIP-110 Bitcoin fork battle
BIP-110, a controversial Bitcoin soft fork targeting non-financial data embedding, is collapsing under near-zero miner support while community opposition, led by Saylor and Back, intensifies.
Latest: BIP-110 fractures Bitcoin community as 15,000+ nodes activate despite fierce opposition and near-zero miner signaling
- 6Bitcoin decorrelates from stocks
Bitcoin is increasingly decoupling from equities and aligning more closely with gold as a distinct macro asset class.
Latest: Bitcoin breaks from AI stocks but faces rising oil prices as the next macro headwind
Latest Clips
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Editor’s Takes
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- 2026-07-27
Coinbase Flags Quantum Bitcoin Risk
Coinbase CEO Brian Armstrong stated that Bitcoin does not face an immediate quantum computing threat but urged early preparation, with Coinbase separately stepping up its quantum security efforts on…
- 2026-07-26
Bitcoin Quantum Security Consortium Forms
BlackRock and Michael Saylor's Strategy formally established the Bitcoin Security Consortium to fund development of quantum-resistant Bitcoin cryptography. The consortium, previously reported as a…
- 2026-07-26
Strategy Plans $1.25B Bitcoin Buy
Strategy announced a $1.25 billion Bitcoin acquisition plan, with MSTR shares rising 27% on the news. Separate reporting examined Strategy's resistance threshold to a prolonged Bitcoin price decline.
- 2026-07-26
BTC Decouples From Equities, Oil Risk
Bitcoin's price correlation with AI stocks has broken down, but rising oil prices approaching $96 per barrel have introduced a new macro risk factor for the asset.
- 2026-07-26
BTC Treasury Firms Turn Net Sellers
Bitcoin treasury companies have collectively become net sellers of Bitcoin for the first time in years, with reporting identifying specific firms selling and flagging others as potential next movers.…
- 2026-07-25
Quantum Threat Spurs Bitcoin Consortium
Michael Saylor launched the Bitcoin Security Consortium with 15 major financial institutions — including reported participation from BlackRock and Fidelity — to fund post-quantum cryptography…
- 2026-07-25
BTC Long-Term Holders Surge
On-chain data shows long-term Bitcoin holders accumulated approximately 1.29–1.3 million BTC over the most recent 30-day period, representing a six-year high in LTH accumulation. Separate Glassnode…
- 2026-07-25
Strategy Reveals BTC Floor Metric
Strategy published the minimum Bitcoin annual return threshold below which the company may need to restructure, providing a quantified leverage risk floor for institutional observers. The company…
- 2026-07-25
Bitcoin ETF Streak Ends
US spot Bitcoin ETFs recorded a $225.1 million single-day net outflow, ending a seven-day inflow streak, with BlackRock's IBIT accounting for approximately $202 million of that reversal. Despite the…
- 2026-07-24
Bitcoin Security Alliance Launches
BlackRock, Coinbase, Strategy, and six other institutions established the Bitcoin Security Alliance, pledging $15 million over three years to fund quantum-resistant Bitcoin development. Coinbase…
- 2026-07-24
Corporations Buy 115K BTC in Q2
River reported that corporations purchased approximately 115,000 Bitcoin valued at $7.4 billion in the second quarter of 2026. Additional corporate accumulation data points include a Nasdaq-listed…
- 2026-07-24
Bitcoin ETF Flows Turn Mixed
US spot Bitcoin ETFs recorded a cumulative net inflow streak of approximately $981 million over multiple consecutive days, with a weekly total near $500 million, while a separate single-day session…
- 2026-07-24
Schwab CEO Backs 7% Bitcoin Allocation
Charles Schwab's CEO publicly recommended that clients allocate up to 7% of their portfolios to Bitcoin, making the statement on Bloomberg. Franklin Templeton separately filed for two Bitcoin DRIP…
- 2026-07-24
BIP-110 Splits Bitcoin: 15K Nodes Activate
Over 15,000 Bitcoin nodes are now running BIP-110, a soft fork that limits data field sizes to curb on-chain data insertion, with supporters citing sovereignty and network verification. Critics…
- 2026-07-23
Japan Bitcoin ETF Eyed for 2028
Reporting projected Japan could approve its first Bitcoin ETF by 2028, with estimated inflows of ¥3 trillion. SBI separately reported increased corporate demand for Bitcoin and XRP in Japan,…
- 2026-07-23
Bitcoin ETF Flows Diverge
Bitcoin spot ETFs recorded net inflows exceeding $900 million over six consecutive days, including a $203 million single-day inflow and a $69.1 million session, while a separate metric shows a $2.1…
- 2026-07-23
Bitcoin Whales Keep Accumulating
On-chain data confirmed Bitcoin whale wallets in the 1,000–10,000 BTC range are accumulating at current price levels, adding to the prior period's documentation of large-holder BTC absorption at a…
- 2026-07-23
BTC STH Cost Basis $68,800 Resistance
Analyst data showed Bitcoin short-term holders realized losses for nine consecutive months, with the $68,800 short-term holder cost basis now identified as the key resistance level for Bitcoin's…
- 2026-07-23
Coinbase Flags BTC Capitulation Signal
Coinbase's Q2 market review reported Bitcoin sentiment approaching capitulation levels, adding an exchange-sourced sentiment data point to the current period's institutional demand and price recovery…
- 2026-07-23
Tesla Holds BTC, Takes $112M Hit
Tesla confirmed its Q2 2026 Bitcoin holdings remained unchanged at 11,509 BTC while recording a $112 million impairment loss on the position. The company made no new Bitcoin purchases during the…
- 2026-07-22
Galaxy Funds Bitcoin Quantum Defense
Galaxy Digital announced a Bitcoin quantum computing security initiative with up to $5 million in developer grants, with Galaxy's stock rising 7.4% on the announcement. A separate practical quantum…
- 2026-07-22
Bitcoin ETF Inflows Keep Flowing
Bitcoin broke out to approximately $66,600, closing a prior gap with equities, as spot ETF flows flipped positive for a sixth consecutive day with Bitcoin funds recording $226 million in inflows and…
- 2026-07-22
Twenty One Capital Merger Collapses
Jack Mallers resigned from Twenty One Capital as the Tether-backed three-way Bitcoin merger vehicle collapsed, with Strike also withdrawing from the transaction. The breakdown unwinds what had been…
- 2026-07-22
MicroStrategy Adds ETH Holdings
MicroStrategy initiated Ethereum purchases while simultaneously conducting a stock buyback program, with the company reportedly approaching 5% of circulating ETH supply in its holdings. The activity…