Aug 29, 2025
Strategy (MSTR) is seeing its bitcoin premium shrink as the stock fell ~15% this month – a sign that investors are less willing to pay far above the value of its BTC stash.
Aug 28, 2025
Today the US government officially began distributing real GDP data on 9 different public blockchains.
Aug 27, 2025
Pantera Capital is reportedly raising $1.25 billion SOL through a new firm named Solana Co.
Aug 26, 2025
Big banks want Congress to close what they call a “loophole” in the new stablecoin regulations.
Aug 25, 2025
Bitcoin yesterday suffered from a swift, orderly dump that just about erased all the gains we saw Friday after Jerome Powell’s Jackson Hole speech.
Aug 22, 2025
Powell’s Jackson Hole speech opened the door to a September cut, stating “the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.”
Aug 20, 2025
“Taking a conservative approach, we project bitcoin will be the best-performing major asset in the world over the next 10 years, with a compound annual growth rate of 28.3% and steadily declining (albeit still high) volatility.”
Aug 19, 2025
With the company’s mNAV currently sitting at 1.56, some investors (such as Jim Chanos) are calling out the company.
Aug 18, 2025
After submitting a confidential filing in June, Gemini has officially filed for an IPO on the NASDAQ under the symbol GEMI.
Aug 15, 2025
With Bitcoin dominance slipping to ~59% and Fed cuts poised to unlock sidelined cash, Coinbase sees a rotation into alts setting up.
Aug 14, 2025
July PPI printed 3.3% YoY (vs. 2.5% expected), adding some macro heat. Meanwhile, Bessent said on Fox News the federal government won’t purchase additional Bitcoin to add to existing holdings.
Aug 13, 2025
Supposedly the IPO is 20x oversubscribed. If true, we expect the stock to have a Circle/Figma moment.
Public Companies & IPOs
Jun 18, 2024
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17 min read
Between questionable email campaigns and crypto influencers touting the stock, there is now strong evidence that the stock isn’t rising for the right reasons.
May 24, 2024
With regulation loosening and crypto prices rising, the window for crypto companies to go public is beginning to open. Our crypto IPO database will track the crypto-focused companies most likely to IPO in 2025.
May 20, 2024
7 min read
Sure, Bitcoin is here to stay, but how does one make a directional yet risk-averse bet on the other approximately 20,000 crypto-assets in existence?
Coinbase
Apr 3, 2024
6 min read
As The Street seems to continually underestimate the company’s revenues, we felt it was important to provide a resource to those who want to come up with their own conclusions.
Dec 6, 2023
3 min read
While Robinhood is no novice to crypto, the company believes they are being overlooked in the market.
Deals
Oct 11, 2023
It’s easy to get disillusioned in crypto when the projects being launched are either hype machines or use cases that just don’t matter to the average consumer. Projects like Blackbird want to change that.
