August 3: Strategy Sells More Bitcoin
Strategy sold another 1,638 Bitcoin for roughly $105 million, while also raising about $290 million through common stock sales and maintaining billions in cash to cover preferred dividends. Matt quest...
3 Aug 12min
July 31: The Next Bitcoin Crash Will Test Whether You Actually Believe
Bitcoin remains stuck near $64,000, but Matt focuses on the harder question: what happens when the next crash comes with a believable reason that Bitcoin is actually broken? He considers a future quan...
31 Jul 14min
July 30: Prediction Markets on Robinhood
Robinhood generated more second-quarter revenue from prediction-market contracts than from either crypto or equities trading, showing how quickly event contracts are becoming a major business line. Bi...
30 Jul 12min
July 29: Bitcoin Miners Are Becoming AI Companies
Core Scientific is rapidly shifting from Bitcoin mining toward AI data-center infrastructure after reporting $164.2 million in second-quarter revenue and announcing a major AMD partnership. Matt argue...
29 Jul 12min
July 28: Crypto Exchanges Are Shrinking
Crypto markets remain sluggish, with Bitcoin drifting around $63,000 as trading activity continues to weaken. Matt argues that the recent wave of exchange closures and layoffs—including BitMEX, BitMar...
28 Jul 10min
July 27: Bitcoin Stalls at $65,000 as the Market Turns Mixed
Craig sees a mixed and largely directionless crypto market, with Bitcoin repeatedly struggling to move decisively above $65,000. After roughly three weeks of minimal progress, the weekly chart raises ...
27 Jul 7min
July 24: Miners, Treasuries, and Regulators Reshape the Market
Bitcoin remains stuck near $64,000 as the broader crypto market struggles to find momentum. Matt covers Poolin’s Chapter 11 bankruptcy, Bitcoin treasury companies selling holdings to repay debt and fu...
24 Jul 13min
July 23: Bitcoin Faces Macro Pressure as ETFs Keep Buying
Bitcoin remains caught between strong ETF demand and an increasingly difficult macroeconomic environment. Matt explains how rising Treasury yields, the possibility of additional Federal Reserve rate h...
23 Jul 17min
