by Michael
Key TakeawaysStablecoinX reported 3 billion ENA tokens, roughly 20% of ENA supply, in its latest operations report.The $218.4 million ENA treasury ties StablecoinX to Ethena’s $3.9 billion USDe market.Investors will watch StablecoinX’s 2027 distribution plan and... 
by Michael
Key TakeawaysDavid Tait said that bitcoin could eventually go to zero.Gold holding near $4,400 reflects central-bank buying and sovereign-debt concerns.Investors watch bitcoin correlation, IBIT flows and 2026 tokenized-gold plans. Tait made the call in a Consensus... 
by Michael
Key TakeawaysSTRC outperformed bitcoin by 56 percentage points over one year.Strategy’s other preferred securities recorded losses of 8% to 27%.Strategy’s common stock closed about 76% below its year-earlier level. STRC Outperforms as Bitcoin Declines STRC outpaced... 
by Michael
This editorial is from this week’s edition of the newsletter Week in Review, sent to subscribers on Friday. Subscribe to the newsletter to get this weekly editorial the second it’s finished. The newsletter also includes the biggest stories of the week, with a comment... 
by Michael
Key TakeawaysGrayscale projects ETH inflation could fall to 0.4% and SOL to 1.1% annually by 2031 under two pending proposals.Ethereum’s EIP-8361 and Solana’s SIMD-0550/0553 target validator rewards and fee burns starting in 2026.Grayscale’s Zach Pandl says Solana’s... Translate »
