The $64.8M Monday: Reading ETF Flows Without Lying to Yourself
Over a single weekend, I watched a number fall roughly 90%. On the Friday...
| Coin | Price | 24h |
|---|---|---|
|
BTC
Bitcoin
|
$62,822 | -0.85% |
|
ETH
Ethereum
|
$1,781.79 | -0.69% |
|
SOL
Solana
|
$81.04 | -1.03% |
|
BNB
BNB Chain
|
$590.5 | +2.48% |
|
XRP
XRP Ledger
|
$1.14 | -2.89% |
|
DOGE
Dogecoin
|
$0.0774 | -1.65% |
|
ADA
Cardano
|
$0.1892 | -2.37% |
|
AVAX
Avalanche
|
$6.92 | -1.52% |
|
DOT
Polkadot
|
$0.8826 | -1.20% |
|
LINK
Chainlink
|
$8.03 | -0.66% |
Extreme Fear
Market Sentiment
Team and early investor shares released
92 million ARB released
Circulating supply increases by about 2%
Independent validator client goes live on mainnet
Block reward reduced to 3.125 BTC
Block reward halving event
Improves data availability sampling efficiency
Raises validator limit and account abstraction
Bitcoin Season
Over a single weekend, I watched a number fall roughly 90%. On the Friday...
On October 1, a refrigerator-sized satellite built by Planet Labs will ride a...
Goldman Sachs circulated a note this week warning that S&P 500 market breadth...
Last week a nine-dimension research brief crossed my desk. Technical...
Hook Binance Wallet now lets users pay network fees in USDT on BNB Chain,...
On a Monday morning in late September, a Form 8-K landed in the SEC's EDGAR...
At 11:00 PM Warsaw time, I got a notification from a trading desk in Singapor...
Somewhere in a Blockworks co-founder's timeline, a number is doing a lot of...
The notification hit my Telegram at 2:47 AM Buenos Aires time. That detail...
Somewhere in the last news cycle, a tracker reported $112 million in Dogecoin...
The number was too precise to be true. $15.9436 million. Not $16 million. Not "a
A blockchain running six-second blocks went silent for thirteen hours. That i...
There is a quiet irony in how we learn about the most consequential upgrades ...
An automated research pipeline was handed a document containing no extractabl...
Regulation chases shadows. This week's shadow is a headline claiming Robinhoo...
One sentence. That was the entire payload. Vitalik Buterin said the local AI...
Around the middle of a week that gave us nothing but sideways chop, a short...
Eleven percent. I ran the division twice because the first pass looked wrong....
I watched the market fall silent last week — that specific, breathless silenc...
The Signal Over the past 30 sessions, the aggregate market cap of the top 20...
The arithmetic is unforgiving. A concentrated liquidity position on a volatil...
Over the past seven weeks, a YouTube channel called Mighty Mike Plays uploade...
It crossed my feed at the start of the European session: a four-sentence flas...
Five Years, One Hyperscaler: The Concentration Risk Inside BNP Paribas's Goog...
The data shows a number that refuses to anchor: $351 million. Attached to...
A wire crossed my desk this week carrying a number — $37 million — and a name...
Last week, over a cooling cup of Longjing in my Hangzhou apartment, I opened ...
Six vulnerabilities in commercial router firmware. A government security team...
There is a document in my review queue that should not exist. It runs roughly...
A new poll reports that a majority of Americans believe the United States is...
A single number sits at the center of a federal market-integrity review, and...
The $237 Million Whisper: What Bitcoin's Break Below $84,000 Revealed About a...
On September 21, 2024, Binance Futures listed a USD/BRL perpetual contract. T...
European diesel prices are climbing on the mere potential of a US export ban....
Contrary to the framing circulating since the SEC opened its exemption pathwa...
Over the past seven days, bitcoin added roughly thirteen percent to its price...
Four lines into the TRON DAO announcement about its partnership with Privy, I...
The 113,950 BTC Mirage: Unearthing the Story Hidden in the Smart Contract of...
Chaos is opportunity. Compile the data. 1. The Inversion On 21 September I wa...
I was halfway through a call with a Layer2 founder when my terminal flashed...
There is a particular silence that falls over crypto markets when the macro...
The number is absurd on its face. Anthropic’s private valuation sits near $60...
The $322 Billion Ghost: A Structural Audit of the SpaceX AI Narrative The Hoo...
There's a price I still remember from March 11, 2023: USDC at $0.87. The depe...
Seven tickers. One account. Thirty-plus chains. That is the entire pitch of t...
The Richmond Fed manufacturing composite index settled at -2 in September. A...
The bond market issued its verdict two years before Washington acknowledged the
Over the past week, a strange artifact surfaced on Crypto Briefing, a...
Most coverage of Mexico's relegation debate is filed under sport. It belongs...
The ledger did not care about the press conference. On the afternoon Senator...