Industry Pulse

Is Arthur Hayes right about Bitcoin’s tech divergence?

Arthur Hayes says Bitcoin's divergence from tech stocks is a "fire alarm" for fiat systems. But is he right? The BitMEX co-founder and crypto commentator...

Avalanche unlock: what token supply events really mean

Token unlock headlines tend to sound dramatic. "$X million entering circulation." "Massive supply release incoming." "Volatility expected." But a token unlock is mechanics, not scandal. What a...

When crypto companies change their language, markets should listen

Management teams are speaking a new language now. Recent earnings calls from bitcoin mining companies reveal a clear pattern. The word “mining” appears less often....

Why crypto companies are suddenly talking about AI

If you’ve been following crypto headlines recently, the shift can sound strange. Bitcoin miners talking about AI. Data centers. High-performance computing. Long-term compute contracts. At...

The stablecoin yield war is Game of Thrones, not Too Big to Fail

What looks like political theater is really a fight over who gets to pay you, and how much. The crypto debate in Washington has moved...

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