The Big Analysis
Since January 2024 and the approval of the first spot Bitcoin ETFs in the United States, the market has coalesced into a de facto duopoly. BlackRock’s IBIT on one side, now surpassing $50 billion in assets under management. Fidelity’s FBTC on the other, firmly established in second place.
The Big Analysis
The Iranian crisis has served as an unexpected stress test for decentralized trading infrastructure — and the results deserve close attention from asset allocators. While traditional venues observed their usual opening hours, DeFi platforms operated without interruption, absorbing a wave of activity that had little to do with crypto itself. The
The Big Analysis
On Sunday, March 22, the stablecoin USR — issued by the Resolv protocol — lost its dollar peg after an attacker exploited a compromised private key to mint roughly 80 million tokens against a trivial collateral deposit. The incident resulted in an estimated $25 million extraction and triggered cascading effects across several
The Big Analysis
The modest rebound that had been taking shape since early March is now over. On Wednesday, Bitcoin gave back roughly 7.3% from its weekly high, pulling the broader market down with it, off nearly 8%. Crypto ETFs, which had recorded $1.36 billion in net inflows the previous week,
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The Big Analysis
Last week, Strategy’s STRC preferred shares reached a significant milestone, hitting a series of daily volume records with trades oscillating between $267 million and $747 million. The catalyst for this surge is clear: the announcement of an 11.5% dividend rate on a $100 par value per share. It
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The Big Analysis
Since the escalation of tensions between the United States, Israel, and Iran in late February 2026, traditional financial markets have been navigating a classic risk-off environment: the S&P 500 has shed 3% since the onset of hostilities, rising oil prices are feeding inflation expectations, and gold — ostensibly fulfilling
The Big Analysis
The latest flare-up in Middle East tensions has once again underscored a structural lag in traditional commodities markets when geopolitical shocks hit. Over a weekend marked by strikes on energy infrastructure and rising tensions in the Strait of Hormuz, oil went through a sharp bout of price discovery that closed,
The Big Analysis
The Bitcoin mining sector is currently navigating a period of significant volatility. For over a month, profitability has remained in the red; production costs now frequently exceed generated revenue, placing operators under genuine financial strain. Between the recent price correction and the reduction in block rewards following the last halving,
The Big Analysis
Circle reached a symbolic milestone this week at its latest earnings call. The company beat sales forecasts by 2.8% in Q4, posting sales of $770 million, $21 million above consensus. But it was on net profitability that the biggest surprise came: earnings per share (EPS) came in at $0.
The Big Analysis
Analysis of the market structure at the end of February reveals a basic trend: persistent stagnation, punctuated by episodes of technical volatility. Despite an attempt to break below the critical support of $65,000, Bitcoin was quickly bought back, confirming the importance of this threshold for traders. Fragmented and reactive
The Big Analysis
The last quarter left no room for ambiguity: market sentiment towards digital assets remains lacklustre. But it is for Digital Asset Treasuries (DATs) that the storm is most violent. While Bitcoin accumulation strategies are still putting up resistance, the market valuations of these players remain heavily depressed. What's
The Big Analysis
The last quarter left no room for ambiguity: market sentiment towards digital assets remains lacklustre. But it is for Digital Asset Treasuries (DATs) that the storm is most violent. While Bitcoin accumulation strategies are still putting up resistance, the market valuations of these players remain heavily depressed. What's