Spot Bitcoin ETFs Approved After a Decade-Long Fight
The SEC cleared eleven spot Bitcoin ETFs for trading, ending years of denials and unlocking the most consequential structural change in Bitcoin's market history.
Maya Reyes//Jan 11, 2024//5m
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Bitcoin's Fourth Halving Cuts the Block Reward to 3.125 BTC
The protocol's pre-programmed issuance cut activated at block 840,000, slowing daily issuance to roughly 450 BTC and tightening miner economics overnight.
Daniel Otieno//Apr 20, 2024//4m
Spot Ether ETFs Begin Trading After SEC's Surprise Pivot
U.S. spot Ether ETFs from BlackRock, Fidelity, Bitwise, Franklin and Grayscale began trading after the SEC reversed course earlier in the year, though early flows are notably cooler than Bitcoin's.
Ava Sundberg//Jul 23, 2024//4m
Bitcoin Crosses $100,000 for the First Time
The round-number milestone fell in a single overnight session, less than two months after the U.S. election results re-priced the macro and regulatory backdrop.
Maya Reyes//Dec 5, 2024//4m
Hashdex and Franklin Templeton Win First Combo BTC/ETH ETFs
The SEC quietly approved the first U.S. ETPs holding both spot Bitcoin and spot Ether in a single basket, with launches scheduled for January.
Ava Sundberg//Dec 20, 2024//4m
Bitwise Joins the Combo BTC+ETH ETF Race
The third U.S.-approved Bitcoin-and-Ether ETF launches on the NYSE, this time from Bitwise, signaling a thaw in regulatory posture under the new administration.
Helena Cross//Jan 30, 2025//4m
SEC Approves In-Kind Creation/Redemption for Crypto ETPs
The agency cleared in-kind creates and redeems for spot Bitcoin and Ether ETFs, eliminating an awkward cash-only friction that issuers have flagged since launch.
Ava Sundberg//Jul 29, 2025//4m
Bitcoin Pushes Past $126,000, Setting a Fresh All-Time High
Sustained ETF inflows and a softer dollar combined to push Bitcoin to a new cycle peak, extending its rally to more than 30% above the December 2024 highs.
Maya Reyes//Oct 7, 2025//5m
Strategy's CEO Floats 'Bitcoin Winter' Risk in Reset Memo
Phong Le acknowledged on a podcast that a multi-quarter price freeze remains a real possibility — a notable change of tone from the firm's usual unalloyed bullishness.
Helena Cross//Nov 18, 2025//5m
The Post-Halving Supply Shock Finally Shows Up On-Chain
Twelve months after the fourth halving, exchange balances have collapsed and long-term holder accumulation is back near record levels.
Daniel Otieno//Apr 20, 2025//5m
The 'Bitcoin Treasury' Strategy Spawns a Wave of Public Imitators
More than a dozen smaller listed companies have rebranded around large Bitcoin holdings, hoping to capture the equity premium MicroStrategy turned into a category.
Helena Cross//Aug 14, 2025//6m
Bitcoin's Inverse Correlation With the Dollar Hits a 4-Year Extreme
The 30-day correlation between BTC and the U.S. Dollar Index touched -0.90 this month, the most extreme level since 2022, as macro dominates crypto-specific drivers.
James Thornton//Apr 22, 2026//5m
Bitcoin Ordinals Crash After Initial 2024 Mania Cools
The on-chain Bitcoin collectibles category surged in early 2024 and has since contracted significantly, with floor prices for top collections down 80–95%.
Jordan Kim//May 29, 2025//5m
Bitcoin's Equity Correlation Climbs to 0.5 Through 2025
After two years near zero, the rolling correlation between Bitcoin and the S&P 500 has nearly doubled, raising hard questions about the asset's diversification value.
James Thornton//Dec 9, 2025//5m
Bitcoin Plunges on Trump Tariff Announcement
Crypto and equities fell together after the administration unveiled sweeping tariffs, sending BTC down nearly 15% in a single 48-hour stretch.
James Thornton//Apr 9, 2025//5m
Bitcoin Tags $126k Then Crashes Below $100k
An October all-time high was followed within weeks by a sharp reversal, ending a long stretch of relative calm and rekindling cycle-top discussions.
Maya Reyes//Nov 21, 2025//5m
Spot ETF Outflows Hit Record in Late 2025
U.S. spot Bitcoin and Ether ETFs posted multi-billion-dollar outflows over a multi-week stretch, the heaviest sustained redemption window since launch.
Ava Sundberg//Nov 28, 2025//5m
Bitcoin's Stock Correlation Briefly Decoupled During Pre-ETF Run
For most of late 2023 and early 2024, BTC's 90-day correlation with U.S. equities collapsed toward zero, only to climb back later in the year.
James Thornton//May 14, 2024//5m
Bitcoin Dominance Shifts as Altcoin Rotation Finally Takes Hold
After months of BTC-only outperformance, capital is beginning to flow into Ethereum, Solana, and a handful of major L1s.
Helena Cross//Nov 18, 2025//4m
Standard Chartered Cuts Bitcoin Forecast Below $100k
The bank's crypto research desk, long an aggressive bull, formally cut its year-end target to below the round number, citing macro headwinds.
Helena Cross//Oct 30, 2025//5m
AI-Stock Crypto Correlation Climbs Amid Bubble Fears
The correlation between Bitcoin and a basket of large AI stocks has reached multi-year highs, with both responding to the same Fed-and-bubble-risk narrative.
James Thornton//Oct 14, 2025//5m
Public Bitcoin Treasury Companies Multiply Across Tokyo, Toronto, São Paulo
More than two dozen non-U.S. listed companies have announced material Bitcoin treasury positions, with Japanese and Brazilian issuers leading the trend.
Helena Cross//Sep 9, 2025//5m
CME Bitcoin Futures Open Interest Hits All-Time High
Open interest on the regulated venue has crossed $20 billion for the first time, signaling deeper institutional engagement with the asset's derivatives market.
James Thornton//Aug 26, 2025//4m
Bitcoin Volatility Index Touches Multi-Year Lows
Implied vol on listed Bitcoin options briefly fell below levels last seen in 2019, reflecting the asset's increasing maturity as a regulated macro instrument.
James Thornton//Jul 15, 2025//4m
Riot Pauses 600MW Bitcoin Mining Expansion for AI and HPC
Riot Platforms shelved the planned Phase 2 expansion at its Corsicana site, reserving the capacity for potential AI and high-performance computing workloads.
Roy Atkinson//Jan 21, 2025//5m
Hashrate Drops to 663 EH/s During Winter Storm Fern
A brutal winter storm forced roughly 40% of global Bitcoin mining capacity offline, with public miners curtailing aggressively to support a stressed power grid.
Roy Atkinson//Dec 15, 2025//6m
AI Workloads Encroach on Bitcoin Mining Power Contracts
Hyperscale AI data center demand is competing aggressively for the same power and transmission slots that miners had been quietly accumulating for years.
Roy Atkinson//Sep 4, 2025//5m
Bitcoin Network Hashrate Briefly Tags 1 ZH/s
The total computational power securing Bitcoin briefly crossed one zettahash per second, a previously theoretical milestone now realized in practice.
Wei Lin//Jul 22, 2025//5m
Russian Bitcoin Mining Sees Quiet Rebound
After Moscow formalized a regulatory regime for industrial mining, on-chain analysts say Russia's share of global hashrate has climbed back near 11%.
Wei Lin//Apr 29, 2025//5m
Pakistan Floats a National Bitcoin Mining Strategy
Islamabad announced a coordinated effort to attract industrial-scale mining operators, citing surplus generation capacity and a regional push for hard-currency revenue.
Wei Lin//Aug 4, 2025//5m
Pre-S19 Mining Rigs Now Loss-Making at Average Power Cost
The post-halving difficulty environment combined with sub-$100k Bitcoin has made any rig older than the S19 series unprofitable at average industrial power rates.
Wei Lin//Nov 12, 2025//5m
Public Miner Premium to NAV Compresses
After two years of trading at material premiums to underlying Bitcoin holdings, public miners' equity premiums have compressed sharply, with implications for ATM-driven accumulation strategies.
Theresa Volkov//Dec 12, 2025//5m
Texas Bitcoin Miners Curtail Aggressively as Grid Tightens
ERCOT's revised demand-response programs are paying miners more to power down — and the largest operators are leaning into it.
Roy Atkinson//Aug 12, 2025//6m
Strategic Bitcoin Reserve Plan Inches Forward
Treasury formally established a working group to study a U.S. Strategic Bitcoin Reserve, with seized-asset BTC as the proposed initial source.
Marcus Webb//Feb 13, 2025//5m
South Korea Spot Bitcoin ETF Path Clears
Seoul's Financial Services Commission signaled it will permit spot Bitcoin ETFs, ending years of restrictive policy and unlocking a major Asian retail market.
Sofia Marchetti//Nov 4, 2025//5m
The Four-Year Cycle Is Not a Law of Nature. Stop Treating It Like One.
Bitcoin's halving-driven boom-bust pattern emerged in a specific market structure that no longer exists. The next cycle will look different.
Maya Reyes//Dec 6, 2025//7m
Bitcoin's Decoupling From Equities Is a Mirage
Every six months, someone declares the BTC-equity correlation broken. They're always wrong, and the data is now too clear to keep entertaining the idea.
James Thornton//Jan 15, 2026//6m
Public Bitcoin Treasuries Are Leveraged Bets Dressed as Strategy
The MicroStrategy playbook works beautifully in a bull market and brutally in a sustained drawdown. The next twelve months will be the test.
Helena Cross//Dec 4, 2025//6m
The ETF Era Has Killed the Old Cycle Playbook
Position-sizing strategies and exit timing rules built around prior Bitcoin cycles are now dangerous to follow without significant modification.
Maya Reyes//Sep 12, 2025//5m
AI Compute and Bitcoin Mining Will Coexist Less Comfortably Than We Hope
The interlocking power and infrastructure demands of AI hyperscale buildouts and Bitcoin mining will create more conflicts than synergies over the next several years.
Roy Atkinson//Oct 23, 2025//6m
The Case Against a U.S. Strategic Bitcoin Reserve
Even crypto-friendly observers should be skeptical of putting a volatile speculative asset on the federal balance sheet, regardless of which side benefits politically.
James Thornton//Apr 4, 2025//6m
Bitcoin's Treasury Imitators Will Define the Bear Market Casualties
MicroStrategy made the playbook look easy. The next downturn will reveal which copies were genuinely operational and which were leveraged caricatures.
Helena Cross//Jan 9, 2026//6m