Bitcoin news

Why Bitcoin’s comeback may hinge on AI’s unwind and the CLARITY Act.

Why Bitcoin’s comeback may hinge on AI’s unwind and the CLARITY Act.

Fortitude CFO Erik Ellingson on the latest Blockspace Live spoke to the highly competitive hunt for power in the U.S., framing crypto mining's edge as flexibility and curtailment, contrasting it…

Wall Street is split on Circle Internet Group after two firms issued clashing calls on the stock, with one aggressive downgrade pulling the stock lower. The biggest blow came from Morgan Stanley as analysts cut their rating on shares of the stablecoin issuer to Underweight from Equal Weight and slashed its price target to $38 from $106. Circle stock tumbled 3.5% to $60.41 on Monday, paring steeper losses from earlier in the session.

Given historical rebound patterns and attractive valuations, analyst Nick Giles said the recent selloff in HPC-linked mining stocks was overdone.

Japan and the US just pulled off a coordinated currency intervention that sidestepped the one move markets feared most, and a top fixed income strategist at State Street says it may have permanently shifted the direction of the yen.

A Coldcard wallet breach that exposed flaws in the very technology designed to protect Bitcoin is weighing on sentiment.

Cantor Fitzgerald was favorable on all three names and stated the reduced targets were attributable to modified valuation assumptions, not a longer-term outlook.

Michael Saylor built his reputation as Bitcoin's most devoted corporate accumulator, but his latest SEC filing tells a very different story about where Strategy's priorities actually lie.

A fourth wave of attacks on Coldcard-generated bitcoin wallets has pushed total losses toward $114 million since July 30. The attackers used replace-by-fee, letting users override a pending theft if they catch it in time. CoinDesk's Sam Ewen hosts "CoinDesk Daily."

Behind the joint yen rescue operation, from FIMA to euros, and what it means for the Treasury market, the carry trade, and more.

December Australian dollar futures present a buying opportunity on more price strength.

ABTC’s revenue from mining rose 8% to $67 million, and gross margins were roughly 50%, even as Bitcoin prices slipped during the quarter.

GameStop and AMC used to rise and fall together, but Monday's tape tells a different story, with a billion-dollar debt deal pulling one name lower while a record-shattering box office sends the other surging.

Strategy Inc.’s latest SEC filing from August 3, 2026, shows the company aggressively executing a major strategic pivot that officially began in late June. Moving away from its long-standing "Bitcoin only" accumulation playbook, the company is actively utilizing its new capital management strategy to defend its balance sheet, manage high-yielding preferred stock obligations, and stockpile cash. To understand this week’s filing, we have to look back to June 29, 2026. On that date, Strategy Inc. i

Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reaction says about currencies, rates, and the future of the carry trade. They Unpack Donald Trump’s decision to postpone planned strikes on Iran in favor of renewed talks, and examine the implosion of Leopold Aschenbrenner’s highly leveraged AI hedge fund and what this means for the AI trade.

The company sold the Bitcoin at an average price of $63,957, below its average acquisition cost of approximately $75,419 per coin.

Analyst points to increasing concerns over Federal Reserve credibility, rising long-term Treasury yields, and the potential unwinding of yen carry trades as major risks for Bitcoin.

Despite pausing Bitcoin purchases for three consecutive weeks, Strategy remains the world's largest corporate Bitcoin holder with 843,775 BTC.

Morgan Stanley downgraded CRCL stock to ‘Underweight’ from ‘Equal Weight’ and slashed its price target by 60%.