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U.S. Government Moves $1 Billion in Seized Bitfinex Bitcoin: What It Means
The U.S. government moved 12,267 BTC ($1.01B) from a Bitfinex-hack seizure wallet on Oct 8, 2026. No sale is confirmed. What it means for BTC holders.
Samsung Wallet Is Adding USDC: What It Means for Stablecoin Holders and Bitcoin Borrowers
Samsung Wallet adds USDC for 82M U.S. Galaxy devices in late October 2026, held by Bastion and Coinbase. What it means for stablecoin holders and BTC borrowers.
The State of Bitcoin-Backed Lending, Q3 2026: A Smaller Market With Better Habits
Crypto lending shrank to $56.16B in Q2 with no blowups. How Coinbase, Arch, Strike, Ledn and Unchained compare on rate, LTV, custody and transparency.
Skylark Digital Assets — Institutional Intelligence Summary: September 2026 Month-End
Michael Pierre examines competing cycle scenarios: a rollover or an extended expansion, alongside September liquidity, funding, and Bitcoin network readings.
Understanding Financial Liquidity: What the Financial Liquidity Proxy Tells Us
The Financial Liquidity Proxy is a proprietary framework from Skylark Digital Assets for reading broader financial liquidity conditions as market-cycle regimes.
Skylark Digital Assets — Institutional Intelligence Summary: August 2026 Month-End
Structural liquidity strengthens as the Financial Liquidity Proxy eases and tactical momentum weakens. SkylarkOS reviews August 2026 month-end.
Building a Digital Treasury with Commercial Real Estate
How Commercial Real Estate Can Become a Bitcoin Acquisition Engine
Bitcoin Broke $85K. The Bigger Signal Is What Failed to Break It.
Bitcoin absorbed higher rates, oil above $100 and war risk, then broke $85K. Joe Consorti explains why the reaction matters.
Bitcoin Treasury Stocks in 2026: Which Companies Are Actually Worth Buying?
6 Bitcoin treasury stocks ranked by BTC holdings, BTC Yield, cost basis, and risk. Strategy holds 843,738 BTC. Which companies are actually worth the premium over buying Bitcoin directly?
Best Bitcoin ETFs in 2026: Compare Fees, Custody and Performance
Compare the best Bitcoin ETFs in 2026 by fees, custody model, and performance. Side-by-side data on IBIT, FBTC, ARKB, BITB, and 27 more spot BTC funds.
Costly Signals and Sound Money
How Bitcoin's power law growth mirrors costly biological signals. The connection between energy expenditure, honest signaling, and sound money.
BlackRock's IBIT Options Just Passed Deribit. That's a Bigger Deal Than It Sounds.
BlackRock's IBIT options open interest hit $27.61B on Nasdaq, surpassing Deribit's $26.9B for the first time. The center of gravity in Bitcoin derivatives is shifting onshore.
Every Major Brokerage Is Trading Bitcoin Now. Except Vanguard.
Schwab, Fidelity, and Morgan Stanley are all offering direct spot Bitcoin trading. Vanguard, with $11 trillion and 50 million accounts, still calls it a digital toy.
Morgan Stanley Just Launched the Cheapest Bitcoin ETF. That's Not the Real Story.
Morgan Stanley launched the cheapest spot Bitcoin ETF at 0.14%. It pulled $100M in week one. But the real story is 16,000 advisors managing $6.2 trillion with a proprietary Bitcoin product.
Bitcoin Miners Just Got Their Biggest Tax Break in History. The Fine Print Kills Green Energy.
The Big Beautiful Bill restored 100% first-year depreciation on mining hardware while eliminating renewable energy credits after 2027. Miners got a gift and a trap in the same bill.
Bitcoin Drops Below $69K as Trump Gives 48-Hour Ultimatum on Iran Power Plants
A 24-hour policy reversal - from winding down to obliterate - erased a week of BTC gains and triggered $299M in liquidations. The market is trading Hormuz headlines, not fundamentals.
The CFTC Just Became Crypto's Primary Regulator. Here's What Changed in 30 Days.
In 30 days: 16 tokens classified as commodities, crypto collateral greenlit, perpetual futures framework announced, Innovation Task Force launched. The SEC-CFTC turf war is over.
Bitcoin's Week Ahead: Six Central Banks, the Dot Plot, and $1.89B in Options Expiring at $69K
Six central bank decisions, the FOMC dot plot, $1.89B in Deribit BTC options expiring at $69K max pain, and quad witching Friday. The most catalyst-dense week of 2026.
Coinbase Earnings Preview: What to Watch in Q4 2025 Results
Coinbase reports earnings today after the closing bell, and the setup is all about a few key tells: trading activity, take rate, subscription & services
Bitcoin Hash Rate Hits 1000 EH/s: Mining Giants Face Crunch
Bitcoin's hash rate surpasses 1000 EH/s, creating record network security but squeezing mining margins. Industry consolidation accelerates as operators pivot to AI services.
Bitcoin Backwardation Signals Major Market Shift Ahead
Bitcoin futures trading below spot prices signal potential market bottom formation. On-chain metrics show institutional accumulation while backwardation historically precedes major price reversals.
CleanSpark's Transformative Year: From Mining to AI
CleanSpark reports transformative fiscal year 2025 with exponential growth in revenue, EBITDA, and strategic pivot to AI infrastructure.
JPMorgan's Bitcoin Structured Note Innovation
JPMorgan has launched a structured note linked to BlackRock's iShares Bitcoin Trust ETF (IBIT), allowing investors to potentially achieve unlimited returns
Nasdaq's Push for Expanded Bitcoin ETF Options
Nasdaq ISE has filed a proposal with the SEC to increase position limits on options for BlackRock's iShares Bitcoin Trust (IBIT) from 250,000 to 1,000,000
447 Bitcoin companies tracked · 23 custodians · 33 Bitcoin ETFs · 22 lenders · 22 exchanges · $116B+ tracked ETF AUM · Rates reviewed regularly; see each listing's update date.