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The Securities and Exchange Commission (SEC) issued an exemptive order on Oct. 31 that has nothing to do with Bitcoin or Ethereum but everything to do with how crypto exchanges will argue their cases over the next two years.
The order delays compliance deadlines for Regulation NMS, the rulebook governing US equity trading, until February and November 2026.
The announcement mentions a lapse in...
For the first time, a sitting U.S. Treasury Secretary has described Bitcoin as more than just a speculative frenzy. Scott Bessent’s post didn’t just set Crypto Twitter on fire; it marked a monumental shift in how policymakers view the number-one crypto. It’s a far cry from the days when Bitcoin lurked in the margins, constantly under attack from regulators as a nefarious actor’s favorite tool....
Ray Dalio has always loved a good macro plot, but this time he kept it strictly metal. Last week on X, the founder of Bridgewater Associates, argued that gold isn’t just a shiny relic; it’s the single safest form of money, with a track record that leaves modern fiat in the dust.
His reasoning? Gold has weathered thousands of years and every currency experiment, from hard-asset backing to the era...
Steak n Shake just made fast-food and Bitcoin history. On white paper day, the 91-year-old American fast-food chain announced the creation of a Strategic Bitcoin Reserve (SBR), staking its claim (excuse the pun) as the first major U.S. restaurant chain to funnel all BTC payments straight into a corporate Bitcoin treasury.
How Steak n Shake became Bitcoin’s fast-food friend
This news isn’t coming...
The debate pitting Ethereum versus Solana as rival L1s misses how radically their architectures diverged in 2025. Ethereum evolved into a settlement layer for modular rollups, while Solana doubled down on monolithic throughput.
Ethereum abandoned the monolithic-chain race years ago, as its roadmap treats the base layer as settlement infrastructure. At the same time, execution occurs on layer-2 (...
Brian Armstrong wrapped Coinbase’s third-quarter earnings call on Oct. 30, with a line that instantly resolved live prediction market contracts on Polymarket and Kalshi.
The episode sparked debates about whether the industry’s most visible CEO had just mocked a niche betting venue or crossed a line that regulated financial executives shouldn’t approach.
Armstrong said in the final seconds of the...
With S2F in the rearview, the live power-law channel indicates that BTC is roughly 20% below fair value, but ETF flows could push it to either extreme.
Bitbo’s implementation of Giovanni Santostasi’s model places the price near $109,700, the fair value near $136,100, the support near $48,300, and the resistance near $491,800, which frames the current cycle within a rising corridor derived from a...
I. The Consensus Has Arrived: Crypto Belongs to AI Agents
Google recently launched the Agent Payments Protocol (AP2), bringing together crypto heavyweights including Ethereum Foundation, Mysten Labs, and MetaMask.
A clear consensus is crystallizing: cryptocurrency will become the native economic language of AI Agents.
At this critical inflection point, Surge is emerging as the most promising...
The Bitcoin Lightning Network was once the crown jewel of Bitcoin’s scaling story, a living map of open channels and growing liquidity that reflected adoption in real-time.
However, as the network matures, the picture has blurred. Behind the steady decline in public Bitcoin Lightning capacity lies a quiet transformation: exchanges, wallets, and merchants are routing more payments than ever...
Sam Bankman-Fried is again challenging the core narrative of his downfall: that FTX was insolvent when it collapsed in November 2022.
In a 15-page report written from prison and dated Sept. 30, the convicted founder claimed the exchange “was never insolvent” but merely trapped in a “liquidity crisis” after customers pulled $5 billion in two days.
He argued that FTX and its trading arm, Alameda...