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DIGIT INFO – Bookmarking Crypto Insights

Cryptoquant: BTC-to-Altcoin Rotation Has Collapsed and the Alt-Season Era May Be Over

Cryptoquant CEO Ki Young Ju says the bitcoin-to- altcoin rotation that once powered every alt season has “basically disappeared,” with BTC-pair altcoin volume collapsing to levels unseen since 2021. A Rotation That Stopped Rotating For years, the crypto market has run on a familiar rhythm where bitcoin rallies first, early profits then rotate into ether, … Read more

200 BTC Moves From Named Wallet as Two Lawyers Clash Over $293B ‘Noah Doe’ Bitcoin Case

A New York Supreme Court dispute involving 39,069 bitcoin wallet addresses took another turn this week after attorney Ian R. Cohen opposed an effort to lift a court-ordered stay, and new onchain data showed billions of dollars worth of bitcoin moving from addresses named in the lawsuit. The case, ABC Company, XYZ Company, and Noah … Read more

Report: Charles Schwab Targets Kalshi and Polymarket Territory With New Cboe Deal

Charles Schwab is moving into prediction markets, but only on its own terms. The brokerage Charles Schwab has reportedly partnered with Cboe Global Markets to offer binary-style options contracts tied to the S&P 500, according to a Wall Street Journal (WSJ) report citing “people familiar with the matter.” The contracts let customers wager on whether … Read more

Gomining’s Kirill Solovev Says Bitcoin Mining Trades at a Discount, Urges New Payment Rails

As Bitcoin miners are increasingly monetizing their power allocations and cooling infrastructure for artificial intelligence, Gomining founder Kirill Solovev argues that pure-play infrastructure remains severely undervalued. The AI Pivot and Network Resilience The migration of public Bitcoin miners toward high-performance computing (HPC) and artificial intelligence (AI) infrastructure has shifted from a minor diversification tactic to … Read more

Grayscale Research Head Says Saylor’s Strategy Faces a $1.5 Billion Cash-Flow Trap, Not a Bitcoin One

Strategy faces about $1.5 billion in annual preferred-stock dividends against roughly $477 million in software revenue, a cash-flow gap that Grayscale’s head of research, Zach Pandl, warns is a financing problem, not a bitcoin one. A Cash-Flow Problem, Not a Crypto Problem In a podcast with journalist Laura Shin, Grayscale’s head of research (who posts … Read more

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