Posts
Can the CLARITY Act Rescue Coinbase Amid Slumping Trading Activity?
TL;DR Coinbase's Q2 2026 — the three months ended June 2026 — is Q1's collapse, extended. Transaction revenue fell 22% year over year, subscription revenue declined for a second straight quarter, core operating profit turned negative, and buybacks slowed to a trickle. Oddly, the market reacted more calmly than it …
Strategy's Q2 $8.2B loss confirms the STRC problem we found in our Q2 crypto industry report
STRC launched July 31, 2025 at a 9.00% yield, designed to stay pinned at $100 par. It never really held there. Every time it drifted below par, Strategy's answer was to raise the dividend, 9.00% at launch, up to 11.25% by January, 11.50% by March. The rate hikes worked for …
BTC is around $64k but miners are still getting paid like it isn’t
BTC is still around $64k, but hashprice is only about $32/PH/day right now. That’s basically what miners earn for each unit of computing power. The June low was around $28. So BTC has recovered a bit, but miner revenue really hasn’t recovered much with it. I keep seeing BTC price …
Robinhood Chain leaderboard: the tokens actually pulling volume right now (late July 2026)
Regulation is tightening everywhere and I have mixed feelings about it, wanted to get this out.
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Lava Tokenization Sandbox Gives Electric Blue the Infrastructure for a €500M Rollout in Germany
ETF money came back. BTC still barely moved
US spot BTC ETFs took in about $233M on July 30. BlackRock alone was around $183M. BTC is still hanging around $64k though. I actually find that more interesting than the inflow itself. There’s clearly ETF demand, but someone is still happy to sell into it. Maybe daily ETF flows …