Bitcoin at $81,000, Ethereum loses $82M in ETFs — divergence May 2026
Bitcoin rises to $81,325 with $153M net in ETFs (5th positive week). Ethereum loses $82M in its ETFs. Bitmine buys $238M more in ETH.
Bullish buys Equiniti for $4.2B — Wall Street's plumbing
Bullish buys Equiniti for $4.2B. 3,000 companies, 20M shareholders, $500B in payments annually. The global tokenized Wall Street agent.
What Is Babylon? Bitcoin Earns Yield for the First Time Without Bridges or Custodians
Babylon enables native Bitcoin staking without bridges or custodians. $4-10B locked. Aave V4 integration. How it works and what risks it carries.
USR Lost 97% in 17 Minutes — Anatomy of the Hack That 18 Audits Missed
An attacker minted 80M USR without collateral using a compromised AWS key. $25M stolen. Morpho and Fluid contaminated. How it happened and what changed.
Ondo: $3B in Tokenized Treasuries and the Token Is Down 88%
Ondo leads RWA with $3B in tokenized treasuries. But ONDO dropped 88%. Fee switch promised for H2 2026. Opportunity or trap?
Bitcoin and Global M2: Why Aren't $101 Trillion in Liquidity Moving the Price?
Global M2 exceeded $101 trillion and Bitcoin remains 38% below its all-time high. Analysis of the decoupling, Fed rates, ETFs and signals to watch.
AI Fraud Grew 500% — If an Agent Steals in DeFi, Who Pays?
Machine identity, MCP as attack vector, Microsoft Entra, Chainalysis on-chain monitoring. The legal framework for when an AI agent steals.
Who Makes Money in DeFi and How? Revenue Ranking 2026
Real revenue ranking: L1 networks, stablecoins and DeFi protocols. Who earns real fees, who depends on emissions, and how much reaches the holder.
Bitcoin Closed April at $76,300 — Final Scorecard of the Eight-Event Playbook
The April playbook predicted $63K-$65K. Updated to $68K-$80K. BTC closed at $76,300. Full scorecard: what the model got right, wrong, and what we learned.
Why Does Kevin Warsh's Appointment Affect Bitcoin's Price?
Warsh takes over the Fed on May 15 with $100M+ in crypto investments. Monetary hawk, Solana and dYdX investor, sees Bitcoin as a policy signal.
Bitcoin in May 2026: 7 Events, Scenarios and Price Prediction
May playbook for Bitcoin: Warsh transition, CPI, CLARITY Act, 13F, Iran. Combined EV +0.38. Range $65K-$90K. Prediction: $76K-$82K.
Bitcoin at Hormuz: Iran Charges $800M/Month in Crypto for the Strait
Iran charges $1/barrel in BTC or USDT to cross the Strait of Hormuz. $800M/month outside SWIFT. The first sovereign crypto toll in history.