Two Issuers, Eighty-Five Percent: The Settlement Layer Nobody Is Auditing
Last week I pulled the daily issuance data across the eleven largest...
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Last week I pulled the daily issuance data across the eleven largest...
On August 26, Whale Alert flagged two transactions from the USDC Treasury...
The data suggests a structural shift that most market participants have yet t...
Seventy-seven million dollars. That is the total value of Circle's euro...
We didn't see the disconnect coming. On August 3, 2025, Morgan Stanley droppe...
The math is simple. IBIT shares: up 23% quarter-over-quarter. Market value:...
We didn’t just hunt alpha; we rewired the game. When Thunes announced it woul...
Circle's Arc: The Stablecoin Has Left the Bridge — and It's Never Coming Back...
The data shows zero on-chain movement following the announcement. No USDC flo...
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Market Sentiment
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Improves data availability sampling efficiency
Block reward reduced to 3.125 BTC
Independent validator client goes live on mainnet
Circulating supply increases by about 2%
Team and early investor shares released
92 million ARB released
Raises validator limit and account abstraction
Block reward halving event
Bitcoin Season