Bitcoin
The latest in Bitcoin.
BIP-110 Shows When a Bitcoin Minority Can, and Cannot, Enforce a Soft Fork
BIP-110’s soft-fork dispute over inscriptions and OP_RETURN reveals why minority nodes need miners and economic infrastructure to turn stricter rules into Bitcoin’s practical consensus for everyone.
Bitcoin’s August Test: Liquidity, Macro Signals and the New Institutional Risk Playbook
Bitcoin enters August facing thinner liquidity, shifting rate expectations and uncertain flows. ETF demand, derivatives leverage, dormant wallets and corporate treasury strategies could determine whether momentum holds or reverses.
Bitcoin Miners Reprice Power as AI Data Centers Challenge Their Core Business
Bitcoin miners are reassessing the value of their power assets as AI data centers compete for electricity, creating new opportunities and risks in mining, infrastructure leasing and hybrid computing strategies.
Why Crypto Treasuries Are Recasting Small Companies as Bitcoin Proxies
Crypto-treasury companies are turning public stocks into indirect bitcoin proxies, but dilution, leverage, custody, accounting and regulatory risks could reshape how investors value these corporate wrappers.
Bitcoin’s Quantum Recovery Test: Proving the Seed, Not the Stolen Key
Project Eleven’s zero-knowledge prototype could help Bitcoin owners prove wallet provenance after quantum attacks expose private keys, while BIP-361 raises difficult questions about frozen coins, legacy wallets and network governance.
Bitcoin’s Next Move Depends on Demand, Liquidity and Conviction
Bitcoin is trading near historic highs, but its next move may hinge on ETF demand, exchange supply, derivatives leverage, interest rates and whether institutional conviction can support a durable breakout.
Bitcoin’s $100,000 Test Puts ETF Demand and Rates in Focus
Bitcoin’s $100,000 level is testing ETF demand, institutional conviction and sensitivity to interest rates, Treasury yields, the dollar, leverage and broader crypto-market risk.
ETF Flows Put Bitcoin’s Institutional Demand Under a New Market Lens
Bitcoin ETF flows are becoming a key signal of institutional demand, linking crypto prices to interest rates, liquidity and risk appetite while reshaping custody, competition and Ethereum’s investment outlook.
Bitcoin’s Next Test Is the Federal Reserve’s Liquidity Message
Bitcoin faces a fresh volatility test as markets await the Federal Reserve’s next policy signal, with Treasury yields, the dollar, ETF flows and leverage likely to shape crypto’s next move.
Bitcoin’s $100,000 Test Reveals a New Institutional Market Structure
Bitcoin’s test above $100,000 is being shaped by ETF flows, corporate treasury purchases and interest-rate expectations, revealing a more institutional market that can deepen demand while accelerating volatility.
Bitcoin ETF Flows Reopen the Debate Over Institutional Crypto Demand
Bitcoin ETF flows provide a visible measure of institutional crypto demand, but their meaning depends on price, liquidity, derivatives, on-chain data and broader macroeconomic conditions.
Bitcoin’s Macro Test Puts Leverage, Liquidity and Conviction Under the Microscope
Bitcoin’s latest volatility test examines how interest rates, dollar strength, liquidity, leverage and institutional demand are shaping market conviction, and whether the rally can withstand a broader macroeconomic reversal.