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Does becoming a federal bank protect crypto from Washington—or give Washington more control?

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Does becoming a federal bank protect crypto from Washington—or give Washington more control?
Silvergate’s former chief executive, Alan Lane, says the crypto-focused bank survived withdrawals of roughly 70% of its demand deposits before political pressure drove it to choose liquidation. His account raises a question for the crypto companies obtaining federal bank charters: how much protection does becoming a bank actually provide? In his Sept. 8 account, Lane … Read more

Strive adds $12 million to its dividend tab after issuing nearly one million new preferred shares to buy Bitcoin

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Strive adds $12 million to its dividend tab after issuing nearly one million new preferred shares to buy Bitcoin
Bitcoin treasury company Strive added almost $12 million to its annualized preferred-dividend burden in one week as its SATA preferred share count grew, according to calculations using its Sept. 8 disclosure. At the current rate, the larger share base implies about $130 million in yearly payouts, while higher cash left static cash-only coverage almost unchanged. … Read more

Strategy doubles its stock buyback to $2 billion to pull its STRC shares back to $100

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Strategy doubles its stock buyback to $2 billion to pull its STRC shares back to $100
Strategy doubled the size of its preferred-stock repurchase program to $2 billion Tuesday as Michael Saylor’s Sept. 8 recovery benchmark arrived with STRC still short of its $100 stated value. The board’s decision extends a campaign that was approaching the limits of its original $1 billion authorization after seven weeks of increasingly large purchases. Data … Read more

Bitcoin bulls are loading up on calls while spot traders keep selling

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Bitcoin bulls are loading up on calls while spot traders keep selling
Bitcoin’s derivatives market is turning more bullish even as spot traders remain reluctant to chase another move above $80,000. Glassnode’s latest Market Pulse showed demand shifting toward call options while US spot Bitcoin ETF inflows accelerated. Yet aggressive selling still outweighed buying on centralized exchanges, leaving the market without the broad participation that would make … Read more

Bitcoin could get the dollar drop bulls want this week without getting the liquidity rally they need

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Bitcoin could get the dollar drop bulls want this week without getting the liquidity rally they need
Bitcoin’s next macro catalyst may weaken the dollar without delivering the easier money bulls need. The European Central Bank’s Sept. 10 policy decision could strengthen the euro and push the dollar index lower, potentially offering relief to Bitcoin after its latest slide below $80,000. But a currency-driven drop in DXY would provide limited evidence that … Read more

Poland’s crypto licensing deadlock is handing foreign EU firms an advantage

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Poland’s crypto licensing deadlock is handing foreign EU firms an advantage
Poland’s failed crypto vote has left domestic firms unable to seek licenses while EU-authorized rivals continue entering the market. The Sejm failed Sept. 4 to override President Karol Nawrocki’s veto of legislation needed to implement parts of the European Union’s Markets in Crypto-Assets (MiCA) Regulation, prolonging a licensing gap more than two months after Poland’s … Read more

From power laws to AI networks, why complex Bitcoin price models memorize market noise

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From power laws to AI networks, why complex Bitcoin price models memorize market noise
Bitcoin price forecasting has accumulated an unusually colorful collection of methods. You have basic scarcity models that convert the halving schedule into a price, and run-of-the-mill on-chain models that turn address or transaction activity into value. The highly contested power-law charts draw an ascending corridor through Bitcoin’s history, and machine-learning systems feed market and macroeconomic … Read more

Ethereum arbitrage study reveals builders receive $5 for every $1 burned by the network

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Ethereum arbitrage study reveals builders receive $5 for every $1 burned by the network
Ethereum arbitrage generated about $5.24 in builder receipts for every $1 burned in a 30-day sample reported by blockchain data provider Bitquery. Its allocation puts 49.3% of measured surplus toward block assembly, 9.4% toward burned fees and 41.3% with trading operators. For ETH holders, the finding shows why trading activity and the investment case for … Read more