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Signal. External read.
What we're reading across AI and web3 — pulled straight from the source, no rewrite. Every card links out to the original outlet.
Coldcard exploit could boost demand for regulated bitcoin exposure, analysts say
Cantor sees positive read-through for crypto custody providers, while FRNT says the breach could drive some investors toward bitcoin ETFs.
Crypto Long & Short: Putting the bitcoin sizing question to the test
In a follow-up to his essay on sizing crypto risk, Lionsoul Global's Gregory Mall backtests bitcoin in a 60/40 across bull, bear and sideways regimes, showing how a straight bitcoin position, a large-cap basket and a trend-managed sleeve part ways and why the way you hold bitcoin can matter as much as how much you hold.
Do the Coldcard attacks mean all hardware wallets are now insecure?
The Coldcard entropy flaw caused a crisis of confidence in hardware wallets. Here’s the details you need to know before you entrust Ledger, Trezor or Foundation with your Bitcoin.
Ondo Finance hires former Blockchain.com CFO Adam Schlisman
The tokenized-assets firm appointed ex-Blockchain.com and Monashee executive as finance chief as it expands its onchain capital markets business.
Crypto may have institutionalized, but it still trades like a rumor mill
The more institutional crypto becomes, the more it prices on headlines. The edge now is reading the positioning data underneath, not reacting to the narrative on top.
Galaxy Digital shares slip 5% after second-quarter results
Helios produced data-center revenue for the first time with Phase I expected to generate about $80 million quarterly from Q3.
AI agent token once worth $2.4 billion ends with founder calling it dead
Eliza Labs founder Shaw Walters said the ELIZAOS foundation is closing and that holders should sell, ending the token that replaced AI16Z after a lawsuit, a rebrand and a 97% crash.
SpaceX extends decline to 11% on lockup expiration and capex spending fears
The company reported no BTC sales in the second quarter, but shares fell before the open as investors focused on capital spending, free cash flow pressure and a looming insider lockup expiry.
Morning Minute: Jim Cramer Sells His Bitcoin Over Quantum Fears
The last time he sold was in December 2022 with Bitcoin at $16,800. Will Jim's sales mark the bottom again?
Yellow Card raises $40 million to link banks to stablecoin processing
The funds bring Yellow Card’s total financing to more than $120 million since being founded 10 years ago.
Circle Q2 revenue falls short of Wall Street estimates
Stablecoin issuer Circle reported $701 million in Q2 revenue, missing Wall Street estimates of about $713 million.
Ethereum Proposal Would Burn Staking Rewards to Zero if Half of ETH Is Staked
The incentive to stake beyond half the supply would disappear at activation, with the yield cut phasing in over 18 months.
Bitcoin, broader market fail to keep pace as global equities hit record highs
Derivatives data show subdued activity in bitcoin and ether but aggressive positioning in select altcoins.
S&P gives BlackRock tokenized reserve fund top stability rating
The rating recognizes the fund’s ability to maintain a stable net asset value, while S&P separately reaffirmed USDT among the lowest-rated stablecoins under its existing assessment framework.
BlackRock brings tokenized money market funds to Europe via JPMorgan
JPMorgan’s Kinexys platform will tokenize select BlackRock money market fund shares denominated in pounds, euros and US dollars.
Proof of Play to shut down after blockchain gaming thesis falls short
The a16z-backed studio will open-source Pirate Nation assets, while an independent foundation continues supporting the PIRATE token.
Why bitcoin’s ‘500-day rule’ faces its biggest test yet
The so-called ‘500-day rule’ says buying BTC roughly 500 days before a bitcoin halving and selling it about 500 days after would have produced profits in prior cycles.
Live updates: An AI credit bubble could set up bitcoin’s path to $1 million, says Arthur Hayes
Maelstrom co-founder Arthur Hayes says overleveraged AI data-center spending will eventually crack, forcing government bailouts and money printing that become the next major bitcoin catalyst.
Boerse Stuttgart Digital, Tradias close European crypto merger
The completed tie-up combines Boerse Stuttgart Digital’s custody business with Tradias’ trading operations under a joint management team.
Taiwan plans Travel Rule for domestic crypto transfers from October
Taiwan’s regulator plans to apply the Travel Rule to domestic VASP transfers from October before extending it to overseas platforms by the end of 2027.
Missouri trio charged over alleged Bitcoin kidnapping plot
The defendants allegedly traveled from Missouri to Connecticut to kidnap a Bitcoin holder and force him to transfer cryptocurrency before abandoning the plan.
AI credit bubble could fuel Bitcoin ‘crack-up boom’ past $1M: Hayes
Hayes likened the debt-fueled AI infrastructure boom to the 2008 credit bubble, but evidence suggests financial strain is uneven across Big Tech.
New Ethereum proposal would cut issuance to zero if staked ETH reaches $112 billion
The EIP-8361 draft proposal calls for burning a rising share of validator rewards as the staking ratio climbs.
CLARITY or not, crypto isn’t going back in the bottle: Bitwise
Matt Hougan argues that regulatory guidance from the SEC and CFTC would keep the industry moving even if Congress fails to pass landmark market structure legislation this year.