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BitGo CEO Mike Belshe says dollar debasement will be the real tailwind beneath Bitcoin's rise People that have been in Bitcoin for a long time got into this for a pretty long-term view. And the fundamentals of Bitcoin have never been stronger, regardless of where the price may be today. What we're looking at with the US debt, with the bond market, globally what's happening, it's kind of inevitable that Bitcoin's going to go up in price. Not so much because Bitcoin has to do anything, but because

This is an existential battle. Whoever wields the most intelligence will build the most value Mike Alfred on why the CapEx keeps climbing and nobody blinks. None of the hyperscalers have blinked. Every single one is increasing their CapEx budget every quarter, every year, for years now, and I don't see how that stops. This is an existential battle. Whoever wields the most intelligence will be able to build the most value in society, generate the most profitability, build the most sustainability

Mike Alfred explains how he builds positions, and why chart squigglers criticising him along the way don't matter What I do is I don't try to take up the position all at one time. I get involved. I make sure the balance sheet is where it needs to be. I make sure I like the strategy, that the team is gelling, and then I start to increase the position. I did the same thing back in 2023 when I was buying Cipher and IREN. I bought them repeatedly, repeatedly, repeatedly, month after month after mont

I was down 30% at the absolute lows. But by the end of the year I was up 200, 300% Mike Alfred says compression periods don't matter if you own the right stuff. In April of last year, everyone was worried that the whole world was going to collapse. We bottomed off the low in early April, and then a lot of the stuff that I own, small cap equities, levered AI, they went up like 10x. If you own the right stuff you go up so much in those up moves that it doesn't matter how much you retrace in the co

Falling USDT dominance despite USDT growth signals risk-on capital rotation into crypto assets USDT dominance has also been dropping and is approaching a death cross, which is the opposite of when a short-term moving average goes down below a long-term moving average. That I don't care about very much. But the very idea that USDT dominance is dropping is an important signal because it means that people are exiting their stablecoins to go risk on and buy more crypto assets. USDT dominance droppin

New Jersey is asking the Supreme Court to settle the prediction markets fight New Jersey is taking the fight over Kalshi's prediction markets to the Supreme Court, the first time a state has asked for that to happen. This is part of a broader turf war between the CFTC and the states over what a prediction market contract actually is, a federally regulated derivative or sports betting under state jurisdiction. Kalshi says its sports event contracts are federally regulated derivatives under the Co

Thailand mandates exchanges to verify all self-custody wallet transactions and retain records for five years Regulated crypto businesses must collect information about senders and recipients, transmit that information with transfers, conduct due diligence on other service providers, and retain transaction records for at least five years. If you have a self-custody wallet and you want to offramp to an exchange, that exchange now has to KYC every single transaction, every single self-custody walle

Trump Jr's firm led a $1 billion Polymarket raise while he also advises Kalshi 1789 Capital is putting in about $300 million, adding to a roughly $200 million stake, as the prediction market's valuation rises from $15 billion to $21 billion. Interestingly, Polymarket is not available still officially in the United States, which is surprising considering they have backing from the Trump family. But Trump Jr is an advisor to Polymarket here, not just an investor, but also an advisor to their direc

Why major banks are coming for Tether's business There's a ton of money to be made in stablecoins, especially when rates are relatively high. Tether is probably, per employee, one of the highest grossing companies on the planet. They make billions and billions and billions of dollars simply by gathering stablecoins, gathering dollars, minting stablecoins, then holding those dollars in treasuries that are liquid and earning the interest. It's a massive, massive business, and none of these financi

21 major financial institutions are joining forces to enter the stablecoin race and will be using a public blockchain instead of building in their own walled garden Citi, Goldman, other global banks, and asset managers team up on stablecoin venture. This is 21 major financial institutions committing to establishing a new stablecoin company during the second half of 2026, subject to closing conditions. This is Bank of America, Capital One, Citi, Goldman, Wells Fargo, Fidelity, WisdomTree, Deutsch