by Michael
Key TakeawaysArthur Hayes frames the AI buildout as a credit bust, not a dot-com repeat.Bitcoin may chop between $60,000 and $70,000, with downside to $50,000.He expects AI capex growth to decelerate in 2027, with the slowdown becoming apparent by 2028. What Hayes... 
by Michael
Key TakeawaysPolymarket prices the CLARITY Act at 21% to become law by Dec. 31.Galaxy Research previously cut its 2026 passage estimate from 50% to 30%.The Senate filed a cloture motion Aug. 8 without holding a floor vote. Why Is the CLARITY Act Priced at 21%?... 
by Michael
Key TakeawaysRwa.xyz shows tokenized RWAs hit $38.17B on Aug. 9, just $1.83B shy of $40B.Circle USYC leads tokenized Treasuries at $3B as the sector reaches $16.21B.Tether Gold leads commodities as RWA holders climb 56.18% to 1.7M. Tokenized RWAs Push Deeper Into... 
by Michael
Key TakeawaysBIP-110’s minority chain stalled after 2 blocks under Bitcoin’s 127.48 trillion difficulty.Luke Dashjr weighed new PoW options after BIP-110 miner support stayed near 0%-2.6%.Bitcoin Knots has no PoW switch scheduled as BIP-110 backers debate how to... 
by Michael
Key TakeawaysSenate delays CLARITY Act vote to September, raising odds crypto rules stall through Trump’s term.Bitcoin Red Team found 4,962 flaws, pushing 390 projects toward AI-driven security audits.Circle hit $701M Q2 revenue; Arc may boost USDC share as prediction... 
by Michael
Key TakeawaysGrayscale notes crypto will advance even if the CLARITY Act fails, as regulators will fill the gaps.A lack of comprehensive US market structure rules could drive new investments and startups overseas.Industry leaders agree Bitcoin will thrive regardless,... 
by Michael
Key TakeawaysPolymarket gives a September Fed hold 63% odds after more than $20.3 million traded.Kalshi prices a Fed hold at 65%, while CME Fedwatch puts the probability at 55.6%.CME’s Fedwatch tool still gives a Sept. 16 hike 44.4% odds, keeping the decision wide... 
by Michael
Key TakeawaysRoughnecks stopped BIP-110 mining Aug. 9 after producing the fork’s only 2 blocks.Ocean hashrate fell from about 36 EH/s to 1.25 EH/s as the BIP-110 chain stalled.BIP-110 now needs new hashrate or another strategy after Roughnecks told miners to halt.... 
by Michael
Key TakeawaysSaylor posted Strategy’s bitcoin chart on X on Aug. 9 with two words.Strategy’s bitcoin was worth about $55 billion on the morning of Aug. 9.The company’s ledger shows four sales and no purchase since June 22. Two Words, No Answer Michael Saylor,... 
by Michael
Last Friday, Bitcoin dropped from $64.7K to $62.8K, but seven days later it ground its way back up to $64.8K like nothing ever happened. Not bad when taken in isolation. Unfortunately, comparison is the thief of joy. While Bitcoin puttered, U.S. stocks staged a... 
by Michael
Key TakeawaysBitcoin held near $65,000 as Coldcard losses potentially approached $130 million.BIP-110 stalled after 2 blocks as roughly 99.85% of hash stayed with Bitcoin.Bitcoin traders now watch $64,000 support and $66,000 resistance this week. Over the past 48... 
by Michael
Key TakeawaysChainalysis logged $3.4B stolen in 2025, with Bybit’s $1.5B hack alone accounting for 44% of that total.H1 2026 set a record 212 incidents per Blockaid, with Lazarus-linked crews behind about 55% of these losses.KelpDAO’s $293M April exploit was 2026’s... Translate »
