The Weekly

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Bittensor Subnet Breakthrough, Institutional Confidence, and More – Week In Reiew

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This week’s developments highlight crypto’s deepening ties to macro, AI, and traditional finance. Bitcoin slid amid geopolitical tensions, underscoring its sensitivity to global risk. Meanwhile, Bittensor’s decentralized AI milestone drew attention from Nvidia’s Jensen Huang, signaling growing legitimacy for onchain innovation. Institutional momentum remains strong, with most investors planning to increase exposure, while FTX’s multibillion-dollar … Read more

Bitcoin Supply Hits 20 Million Coin Mark, Mastercard Launches Massive Crypto Partner Program, and More – Week In Review

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This week’s developments highlight the growing intersection of macro markets, regulation, and institutional crypto adoption. U.S. Treasury yields remain elevated amid oil tensions and political uncertainty around the Federal Reserve. Regulators took a major step toward unified oversight as the SEC and CFTC agreed to coordinate on digital asset rules. Bitcoin also reached a historic … Read more

Chinese Tea Money, Arthur Hayes’ Forecasts, and More – Week In Review

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Crypto and financial markets are converging in new ways as institutions, regulators, and macro forces reshape the landscape. NYSE parent ICE has invested in crypto exchange OKX at a $25 billion valuation, signaling deeper Wall Street integration with digital assets. Arthur Hayes argues the next bitcoin buying opportunity could follow Fed rate cuts tied to … Read more

Arrival of The Machines, The Race of the Superapps, and More – Week In Review

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Financial and crypto markets are flashing crosscurrents. JPMorgan CEO Jamie Dimon warns of 2008-style overconfidence and rising credit risks, including potential AI-driven shocks. Binance faces a Senate probe over alleged $1.7B in Iran-linked transfers, intensifying regulatory scrutiny. Meanwhile, Bitcoin ETFs continue bleeding capital even as Meta, Coinbase, and Kraken race to build crypto superapps. At … Read more

Potential ‘Satoshi Freeze,’ Upcoming Regulatory Clarity, and More – Week In Review

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Bitcoin is consolidating near $66K–$67K as extreme fear grips the market, even with hashrate at record highs and supply nearing 20 million coins. Debate over quantum safeguards and Satoshi’s coins adds philosophical tension, while Bitwise points to a $200T tokenization wave ahead. Coinbase pushes for U.S. regulatory clarity, and talk of Russia’s “return to the … Read more

Bear Market Bottom Alerts, Dalio’s CBDC Warning, and More – Week in Review

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This week’s developments highlight a crypto market still navigating stress, scrutiny, and structural change. Onchain data suggests bitcoin’s bear market may not have fully bottomed, even as fresh Epstein file disclosures pull major crypto names into renewed public debate. At the policy level, U.S. regulators signaled progress toward a clearer federal framework, while Ray Dalio … Read more

Struggling DATs, a Resurfacing of Bitcoin’s Shadowy Past, And More – Week In Review

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This week’s stories cut to crypto’s foundations. Tom Lee defended ETH treasury drawdowns as structural, not a flaw. The new Epstein file dump reignited scrutiny around Blockstream. Nic Carter showed most Bitcoin devs see quantum risk as distant, but legitimate. Vitalik called time on generic L2s, and Wintermute’s Evgeny Gaevoy argued the industry has stalled … Read more

Arthur Hayes Lays out Bull Run Conditionals, Bitfinex Issues Warning, and More — Week in Review

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Lawmakers push closer to market-structure rules, exchange-traded funds (ETF) flows stall, Arthur Hayes eyes central bank liquidity, Tom Lee flags metals-to- crypto rotation, and banks face $500 billion run risk in this Week in Review. Week in Review Crypto faces a turning point as regulation, liquidity, and capital flows collide. U.S. lawmakers say crypto market … Read more

Quantum Threat Looms, New Whales Rising, and More — Week in Review

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Quantum Threat Looms, New Whales Rising, Brandt Sees $58K–$62K, Trump Tariff Shock, and more in this Week in Review. Week in Review Debate intensified over whether advancing quantum computing could threaten Bitcoin’s network, onchain data showed new institutional whales now control a larger share of realized BTC cap (creating a roughly $6 billion influence gap), … Read more

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