Analysis Articles
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Latest Articles
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.
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.
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 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.
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.
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
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.
China’s Underground Bitcoin Mining Resurgence
Despite the 2021 ban, Bitcoin mining in China is surging via underground operations. Discover how economic incentives are overriding state prohibition.
IRS Tightens Rules on Crypto Taxes: Latest in 2025
The IRS is implementing stricter crypto tax rules for 2025, requiring brokers to report digital asset sales and closing previous loopholes.
Bitcoin Price Prediction 2025: Backwardation Signals Bottom
Bitcoin's futures market shows backwardation for the first time since 2022, a rare signal that historically marks market bottoms and recovery opportunities.
Future of Crypto Mining Heaters and Home Energy Optimization
Bitcoin mining generates massive heat that can warm your home while earning cryptocurrency rewards, turning energy costs into profit opportunities!
HIVE Digital Technologies Explosive Q2: Revenue Surges 285%
HIVE Digital Technologies reported explosive Q2 2025 growth with revenue surging 285% year-over-year to $87.3 million, driven by Bitcoin mining expansion.
US Economic Calendar November 17-21, 2025: FOMC Minutes, Nvidia Earnings
The week of November 17-21, 2025, features pivotal US economic data, including delayed September jobs numbers, FOMC minutes, and Nvidia earnings
The Bitcoin Treasury Trade Under Pressure
Crypto-treasury companies that raised funds to buy Bitcoin face major losses as the market sells off, with stocks plunging 20-50% despite trading at premiums to their holdings.
Robinhood's Bitcoin Treasury Tease
Robinhood is considering adding Bitcoin to its corporate treasury, with analysts predicting a 12% stock boost to $160 following record Q3 earnings driven by 300% crypto revenue growth.
Public Companies Bitcoin Treasury Holdings: A Hedge Against Inflation in 2025
As inflation persists in 2025, public firms like MicroStrategy & Marathon stack Bitcoin to hedge balance sheets. Explore holdings, data & hedging potential.