Research

Philip R. Lane: Diversity at the European Central Bank

Bitcoin ETF inflows hit $731M, highest since January as BTC reclaims $80K

Summary: US-listed spot Bitcoin exchange-traded funds (ETFs) notched their biggest inflows in nearly eight months as BTC reclaimed $80,000. Bitcoin ETFs recorded $730.9 million in net inflows on Thursday, the largest daily haul since Jan. 14, when the funds attracted $

Bitcoin-Gold Correlation Hits Six-Year High as Debasement Fears Mount

Summary: Bitcoin is trading with gold — something it does when investors lose confidence in the dollar. Bitcoin’s correlation with gold is at its highest in six years as investors increasingly look for ways to hedge against currency debasement. That’s accor

Bitcoin reclaims $80K as DXY falls amid continuing suspected yen intervention

Summary: Bitcoin (BTC) rallied 5% during US trading hours, reaching $81,000. At the time of writing, BTC stands at $81,000, near the highs seen during last month’s surprise upside. The move comes as the Japanese yen (JPY) continued to strengthen in a suspected central

Chainalysis Supports HyperEVM with Automatic Token Support

Summary: Chainalysis is excited to announce support for HyperEVM, the Ethereum-compatible smart contract environment on the Hyperliquid Layer 1. It enables… The post Chainalysis Supports HyperEVM with Automatic Token Support appeared first on Chainalysis .

Kraken parent Payward partners with SoFi on stablecoin, 24/7 settlement

Summary: Kraken parent Payward has partnered with SoFi in a deal that will bring SoFiUSD to Kraken and connect the crypto platform to SoFi’s 24/7 dollar settlement network. Under the partnership, SoFi will use Kraken Prime as an additional source of digital asset liqui

FBI Seizes $560K in Crypto From Hamas Fundraising Network

Summary: Summary The U.S. Justice Department has seized $560,000 in cryptocurrency from Hamas-linked fundraising campaigns and shut down elements of the… The post FBI Seizes $560K in Crypto From Hamas Fundraising Network appeared first on Chainalysis .

Nvidia buys Hugging Face for $12.9B in push into AI software

Summary: Nvidia has agreed to acquire Hugging Face for $12.93 billion, expanding the chipmaker’s reach into the software that developers use to build and deploy artificial intelligence. Hugging Face operates an open-source AI platform for sharing models, datasets and d

Coldcard hacker swaps stolen Bitcoin for ETH via THORChain

Summary: A hacker linked to the third wave of Coldcard wallet thefts has started swapping stolen Bitcoin for Ether through THORChain. Galaxy head of research Alex Thorn took to X on Wednesday to report that the third-wave exploiter moved about 10% of the stolen funds,

A16z raise $15B! Jerome Powell vs Trump! Crypto remains flat! Special Guest: Dudas!

Summary: Crypto majors are mostly flat headed into Monday open; btc even at $90,600; eth +1% at $3,110, sol +2% at $140; xrp -2% to $2.04. Ip (+20%) and xmr (+15%) led top movers; xmr hit a new ath at $590. Fed chair Jerome Powell released a video message claiming that

Stellar's Tokenized Real-World Asset Market Expands to Nearly $4 Billion

Summary: The value of tokenized real-world assets on Stellar more than quadrupled to almost $4 billion. The increase accompanied broader institutional adoption and rising tokenization activity across the network.

Bitcoin ETF Outflows End Nine-Day Run as Ether Funds Keep Attracting Cash

Summary: Spot Bitcoin funds recorded $201.9 million of outflows on August 28, ending nine consecutive inflow sessions. Ether funds extended their own positive run to ten days with additional subscriptions.

Strategy's Bitcoin Position Returns to a $2.8 Billion Unrealized Gain

Summary: Bitcoin's move toward $79,000 lifted Strategy's 840,447 BTC position to roughly $2.8 billion above its cost basis. A message from Michael Saylor prompted speculation about renewed corporate purchases.

Bitmine Raises Ether Holdings to 4.9% of Network Supply

Summary: Bitmine added 53,500 ETH and now controls about 4.9% of Ether's supply. The company has accumulated for 65 consecutive weeks despite a prolonged downturn and $5.1 billion in unrealized losses.

Strive's $143 Million Purchase Makes It the Fifth-Largest Corporate Bitcoin Holder

Summary: Strive purchased 1,800 Bitcoin for $143 million, increasing its holdings to 23,156 BTC. The transaction moved the company into fifth place among publicly traded corporate holders.

Russia's Regulated Exchanges Could See $46 Billion in First-Year Crypto Volume

Summary: Russia's largest bank estimates regulated cryptocurrency venues could handle more than $46 billion during the first year after legalization. The projection offers an early measure of potential demand under the new framework.

Japan Proposes Tax-Reporting Relief for Trust-Based Stablecoins

Summary: Japan's Financial Services Agency has requested that trust-type stablecoins be exempted from mandatory tax filings beginning in fiscal 2027. The regulator argues the change would support their use in transactions.

Strategy Returns to the Market With a $370 Million Bitcoin Purchase

Summary: Strategy acquired $370 million of Bitcoin in its first corporate purchase since June. The company also continued adding cash reserves and repurchasing its perpetual STRC preferred shares.

Crypto Token Buybacks Reach a Record $638 Million in 2026

Summary: Crypto projects spent a record $638 million on token repurchases during 2026, with Hyperliquid and Pump.fun accounting for nearly 90% of the total. More protocols are directing revenue toward buybacks.

XRP Funds Reach $1.6 Billion After Nine Consecutive Inflow Days

Summary: Spot XRP exchange-traded funds recorded inflows for nine straight sessions, bringing cumulative net subscriptions since launch to $1.6 billion even as the token's price softened.