Transaction URL: https://etherscan.io/tx/0x27bd095ef8f586578146cbd526e8efbcadcf3ea71d4ea2336bf3fea1ce198bb3
- Crunch
- Global
This is a segment from the Lightspeed newsletter. To read full editions, subscribe.
Crypto cycles tend to have two big innovations: something real and something ridiculous that distracts retail, pumps the wrong narrative and eventually implodes the market.
We’ve had a ton of innovations this cycle, but none have really stuck because memecoins showed up early and stole the show. However, if recent momentum from projects like Helium is anything to go by, the current run might get its more “serious” cycle innovation after all, thanks to decentralized physical infrastructure networks (DePIN).
DePIN uses crypto incentives and public coordination to bootstrap real-world…
Read more on Blockworks
This is a segment from the Forward Guidance newsletter. To read full editions, subscribe.
As you may recall, financial advisers in a January Bitwise/VettaFi survey said equity ETFs were their top choice for gaining crypto exposure in 2025.
And, more recently, 10T Holdings founder Dan Tapiero said on stage at the Digital Asset Summit that people will always like investing in companies with cash flows, a balance sheet, a board of directors, etc.
VanEck’s Onchain Economy ETF (NODE) — set to launch next month — looks to be different from the Amplify Transformational Data Sharing ETF (BLOK), for example — or even its own Digital Transformation ETF (DAPP).
DAPP holds…
Read more on Blockworks
This is a segment from the Forward Guidance newsletter. To read full editions, subscribe.
As the global trade war rages on, US companies navigating earnings season are being cautious to avoid forward-looking statements.
We’ve already seen Delta Airlines pull its 2025 guidance, with executives saying tariff policy “uncertainty” makes future projections challenging. CarMax also withdrew its long-term growth timeline.
“Why put a target out there that’s really speculative, not knowing exactly where this environment is going to go?” CarMax CEO and president Bill Nash said on the company’s earnings call earlier this month.
United Airlines executives took…
Read more on Blockworks
Lyn Alden, author of Broken Money, has made a strong case for fiscal dominance—the idea that government spending dictates monetary policy rather than the other way around. Her now-famous meme, Nothing stops this train, encapsulates the relentless trajectory of government debt and intervention. But what if something—however unlikely—could slow the train down?
Enter austerity. Not that it’s necessarily achievable in any meaningful sense, but for the first time in years, it’s being hinted at. Markets are adjusting, not because they believe it will happen, but because they’re starting to wonder if policymakers are actually serious. With the shakeup brought by Trump, Musk,…
Read more on BitcoinMagazine
This is a segment from the 0xResearch newsletter. To read full editions, subscribe.
“ETH sucks, it has no value accrual, and the L1 is dead,” says everyone with an X account. “Want Ethereum to return to its glory days? Forget the L2 roadmap — scale the L1!”
It appears the Ethereum inner circles are finally listening.
A new Vitalik blog post published yesterday lays out an exploratory long-term and “radical” plan to scale the execution layer of the Ethereum L1. It’s a seemingly stark acknowledgement of all the past year’s complaints.
The upgrade, if done, may bring efficiency gains of over 100x to the L1, Vitalik says.
How would it actually…
Read more on Blockworks
This story does not end well. Without principled political renewal stemming from the fundamental root of a self-sovereign political philosophy, we should expect an intensification of surveillance and control and a normalization of war. We must actively choose liberty and peace if we are to thrive. There is no policy of total war, containment, or world policing that does not end in catastrophe.
For political sovereignty to have purchase, it must come from the ground up and be appropriately exercised in light of what can be expected of such a thing at various scales. This is a significant undertaking and not one that will be settled in any collection of essays, reinvigorated political…
Read more on BitcoinMagazine
This is a segment from the Supply Shock newsletter. To read full editions, subscribe.
Reading back the official transcript of a secret five-hour meeting between Julian Assange and then-Google CEO Eric Schmidt — released 12 years ago this week — gives an equally eerie feeling.
Along with veteran global affairs fixer Jared Cohen, who was head of internal think tank Google Ideas (now Jigsaw), Schmidt was co-writing a book, The New Digital Age, about the intersection of US global power and social media. It was set in the backdrop of the so-called “Twitter revolutions” of the Arab Spring in the early 2010s.
The meeting was set under pretence of research for that book,…
Read more on Blockworks
Bitcoin BTC/USD jumped 3.52% on Monday to $87,348.17, extending its rebound above key resistance as institutional buying and macroeconomic tailwinds boosted sentiment across crypto markets.
The coin is now up 3.9% over the last seven days and has gained 3.91% over the past month.
MicroStrategy’s $556M Purchase Cements Dominance
Bitcoin’s latest leg higher coincides with a fresh round of accumulation by Strategy Inc. MSTR, which disclosed it added 6,556 BTC between April 14 and April 20 for a total of $555.8 million—paying an average of $84,785 per coin.
The purchase lifts MicroStrategy’s total holdings to 538,200 BTC, valued at roughly $46.8 billion at current prices,…
Read more on Benzinga
Bitcoin’s price continued its upward trajectory today, rising $3,735 (4.42%), at the time of writing, to reach $88,300, seemingly driven by strong institutional buying and renewed momentum in alternative assets. The surge comes as gold breaks above $3,400 per ounce for the first time, currently trading at $3,431.10, underscoring a broader trend of investors seeking safe-haven assets.
Since April 2, Bitcoin’s performance has also outpaced the Nasdaq, showcasing growing divergence between traditional equities and digital assets.
One of the day’s key developments came from Strategy ($MSTR), formerly known as MicroStrategy, in which Chairman Michael Saylor announced the purchase of…
Read more on BitcoinMagazine