Arthur Hayes Says Bitcoin Cannot Rally Until the AI Bubble Bursts
Arthur Hayes published a macro thesis Monday arguing that Bitcoin's next major rally will not begin until AI stocks collapse, because the capital wave funding data-center construction and three pending mega-IPOs has abso...
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Older archive item. Useful for background and entity history, but not a fresh market-moving signal.
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Arthur Hayes Says Bitcoin Rally May Depend on Banks, Not Just Fed
Arthur Hayes linked bitcoin’s next rally to renewed dollar liquidity from commercial banks or the Federal Reserve. His near-term w...
Bitcoin Midterm Election Pattern: Will BTC Repeat Its Post-Election Rally?
Bitcoin could be approaching another major historical turning point as Americans prepare to vote in the 2026 midterm election. The...
Unaffiliated Governance Voters Generally Aren’t a Controlling ‘Group,’ SEC Staff Say
Token holders voting through a crypto network’s governance system generally are not a controlling “group” under the SEC’s digital...
Favorable election results won’t reverse macro pressures on Bitcoin, GSN CEO warns
Despite favorable election outcomes, macroeconomic factors like global liquidity and regulatory clarity will continue to shape Bit...
Bitcoin risks drop below $76K as 7% oil slide fails to spark BTC price rally
Bitcoin fell around 1.7% on Monday as stocks pared early gains fueled by hopes of a diplomatic resolution to the US-Iran war.
Coinbase Explains Multi-User Architecture as Crypto Accounts Become More Complex
TL;DR: Coinbase published an engineering account of its move toward multi-user infrastructure on October 29, describing how one ac...