by Michael
Key TakeawaysGrayscale filed GLNK’s Q2 2026 10-Q with the SEC on August 7, reporting $72.2 million in net assets.LINK’s price dropped from $8.77 to $7.20 during the quarter, an 18% decline that cut NAV per share to $6.38.The trust’s annual fee stays at 0.35% after... 
by Michael
Key TakeawaysBitcoin logged 2.27 million new wallets and 751,000 active wallets, its strongest reading in months.The spike follows a Coldcard firmware flaw that has drained more than $116 million in BTC since July 30.Exchange inflows stayed below July’s average,... 
by Michael
Key TakeawaysGate’s tokenized SPCX token logged $332M and $360M in volume on August 4-5 ahead of the unlock.SpaceX stock closed up 6.1% at $114.92 on August 6 despite 911.5 million shares unlocking.Morgan Stanley’s Adam Jonas called the unlock an entry point, with... 
by Michael
Key TakeawaysCircle renewed Coinbase’s USDC deal as Q2 revenue reached $701M, preserving a key distribution channel.USDC ended Q2 at $73.3B as Circle’s 150+ partnerships widened competition in stablecoin distribution.Circle ruled out quarterly dividends, betting... 
by Michael
Key TakeawaysGenius Sports signed Polymarket on Aug. 4 and Kalshi on Aug. 5.Genius booked prediction-market revenue in Q2, before either deal was signed.Q2 revenue rose 65% to $195.5M; Genius still posted a $76.7M net loss. One Data Supplier Playing Both Sides of the... Translate »
