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News & Analysis· No.01

Crypto Market News & Analysis

Plain-language coverage of cryptocurrency markets, data and the metrics that move them. Informational only — not financial advice.

Bitcoin as a Macro Hedge: How BTC Tracks Global M2, Liquidity Cycles, and Central Bank Policy Lead story
Bitcoin

Bitcoin as a Macro Hedge: How BTC Tracks Global M2, Liquidity Cycles, and Central Bank Policy

Research shows Bitcoin's price has a statistically significant correlation with global M2 money supply growth with a 12-week lag. We examine the macro mechanics, the limits of the theory, and what 2026 liquidity conditions mean for BTC.

Corinne Heller 2 min read
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Latest analysis 9 articles

More plain-language coverage from the editorial desk.

02 Meme Coins

Meme Coin On-Chain Analysis: PEPE, WIF, and DOGE Holder Patterns That Signal Retail Sentiment

On-chain data from Glassnode and Nansen reveals how retail money moves through PEPE, WIF, and DOGE. Holder distribution, exchange flows, and wallet age analysis tell a…

Brian Njuguna 2 min read
Meme Coin On-Chain Analysis: PEPE, WIF, and DOGE Holder Patterns That Signal Retail Sentiment
03 Ethereum

Ethereum Staking Yield Falls to 2.9%: Validator Economics, Liquid Staking, and What to Expect Next

With 34 million ETH staked (28% of supply) and low gas fees reducing MEV and tips, ETH staking yield has compressed to near 3%. We break…

Dipayan Mitra 2 min read
Ethereum Staking Yield Falls to 2.9%: Validator Economics, Liquid Staking, and What to Expect Next
04 Bitcoin

Reading Bitcoin’s Options Market: Put/Call Ratio, Implied Volatility, and What Derivatives Traders See

Bitcoin options markets on Deribit and CME show the highest open interest since the 2021 peak. We decode the put/call ratio, term structure, and what the…

Ruholamin Haqshanas 2 min read
Reading Bitcoin’s Options Market: Put/Call Ratio, Implied Volatility, and What Derivatives Traders See
05 Altcoin News

XRP After the Ripple Ruling: What Legal Clarity Means for Exchanges, Investors, and Crypto Law

The multi-year Ripple vs. SEC case has reached its conclusion, establishing precedent for how programmatic token sales are treated under US securities law. Here's what changed…

Ruholamin Haqshanas 2 min read
XRP After the Ripple Ruling: What Legal Clarity Means for Exchanges, Investors, and Crypto Law
06 DeFi

Tokenized US Treasuries vs. DeFi Staking: Where Institutional Yield-Seekers Are Allocating in 2026

With on-chain tokenized Treasuries offering 4.8% and DeFi stablecoin lending offering 4–6%, institutions face a genuine choice. We compare risk-adjusted yield, liquidity, and counterparty profiles.

Ruholamin Haqshanas 2 min read
Tokenized US Treasuries vs. DeFi Staking: Where Institutional Yield-Seekers Are Allocating in 2026
07 Regulation

SEC Digital Asset Framework 2026: Which Cryptocurrencies Are Now Treated as Securities?

The SEC's 2026 Digital Asset Regulatory Framework clarified the securities status of dozens of crypto tokens. We break down the Howey Test application, the safe harbour…

Ruholamin Haqshanas 2 min read
SEC Digital Asset Framework 2026: Which Cryptocurrencies Are Now Treated as Securities?
08 Ethereum News

Coinbase Base Hits 2M Daily Active Addresses: Inside the L2 That Is Reshaping Ethereum’s User Layer

Coinbase's Base L2 has crossed 2 million daily active addresses — making it the most-used rollup in the Ethereum ecosystem. We look at the developer adoption…

Corinne Heller 2 min read
Coinbase Base Hits 2M Daily Active Addresses: Inside the L2 That Is Reshaping Ethereum’s User Layer
09 Bitcoin

Strategy (MicroStrategy) Holds 2.4% of All Bitcoin: Risk, Reward, and Corporate Treasury Playbook

Strategy has accumulated over 500,000 BTC, representing 2.4% of the total 21 million supply. We analyse the leverage mechanics, NAV premium, and what a prolonged bear…

Corinne Heller 2 min read
Strategy (MicroStrategy) Holds 2.4% of All Bitcoin: Risk, Reward, and Corporate Treasury Playbook
10 DeFi

DeFi Total Value Locked Passes $150 Billion: Aave V4 and Uniswap V4 Drive Institutional Adoption

DeFi TVL surpassed $150B for the first time since the 2021 bull cycle as Aave V4's unified liquidity model and Uniswap V4 hooks attract institutional treasury…

Corinne Heller 2 min read
DeFi Total Value Locked Passes $150 Billion: Aave V4 and Uniswap V4 Drive Institutional Adoption
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