Bitcoin

Research

The Wallets That Got Grabbed: Why Bitcoin's Break Below $70K Is a Re-categorization, Not a Sell-Off

Treasury just demonstrated it can reach inside Iran's crypto wallets. The June sell-off is not the cycle rolling over. It is bitcoin's macro-hedge identity bein

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Research

Saylor's Concession: Why the Bitcoin Treasury Premium Is Being Repriced as a Closed-End Fund

Saylor said bitcoin might be sold. JPMorgan said the buying could hit $30B. The treasury company complex is being repriced as a financial product.