by Michael
Key TakeawaysARK bought $20.5 million of SpaceX (SPCX) on July 20 across four of its ETFs.SpaceX shares traded near $119.85, down more than 45% from their June IPO price of $135.ARK trimmed Robinhood (HOOD) by $4.1 million the same day, continuing a pattern of...
by Michael
Key TakeawaysEthereum’s EIP-8222 could hide validator links as roughly 1/3 of ETH remains staked.Sygnum says stronger privacy may attract institutions but add delays, costs, and compliance work.EIP-8222 has no launch date; Ethereum must balance anonymity with...
by Michael
Key TakeawaysPeter Brandt expects a bitcoin bottom near $40,000 to $50,000 in early October 2026.Brandt targets a bitcoin top above $250,000 in late summer 2029, not 2027.Brandt pushed his $1 million bitcoin timeline to 2031 or 2032, past the 2030 consensus. Peter...
by Michael
Key TakeawaysJack Mallers stepped down as Twenty One Capital CEO on July 20, returning full time to Strike.Raphael Zagury now leads Twenty One Capital, which holds 43,514 BTC worth roughly $2.9 billion.XXI shares fell on July 21 as the Strike merger plan collapsed and...
by Michael
Key TakeawaysSpaceX closed below $120 after seven consecutive declines, extending its loss from the $135 IPO price.Kimi K3’s strong reception reinforces concerns that Chinese developers can deliver competitive AI models at substantially lower prices.Upcoming SpaceX... Translate »