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Crypto intelligence · 2026
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Crypto intelligence · April 2026

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Editorial rigor meets terminal precision. Market analysis, breaking news, and deep dives — for serious crypto investors.

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BlackRock Has Swapped More Than $5 Billion of Bitcoin Into IBIT Shares — and Not One Dollar of It Is an Inflow
Flash Alert27/08/2026

BlackRock Has Swapped More Than $5 Billion of Bitcoin Into IBIT Shares — and Not One Dollar of It Is an Inflow

Weekly Dossiers

How to Read a Stablecoin Reserve Attestation — Field Guide #33
Deep Analysis

How to Read a Stablecoin Reserve Attestation — Field Guide #33

Field guide #33: how to read a stablecoin reserve attestation. The attestation-versus-audit distinction, why the as-of d

Markers Thursday: A3 Fails by a Tenth of a Point — and Our Most-Quoted Fact About This Rally Turns Out Not to Be About This Rally
Expert Guide

Markers Thursday: A3 Fails by a Tenth of a Point — and Our Most-Quoted Fact About This Rally Turns Out Not to Be About This Rally

A3 fails: July core PCE printed 3.3% against a 3.2% bar - on an annual rate that has not moved since June. And the fundi

Jackson Hole Opens Today, and the Fed’s Own Release Names Cryptocurrencies and Stablecoins — 36 Hours After an Inflation Print That Did Not Actually Move
Opinion

Jackson Hole Opens Today, and the Fed’s Own Release Names Cryptocurrencies and Stablecoins — 36 Hours After an Inflation Print That Did Not Actually Move

The Kansas City Fed's 49th Jackson Hole symposium opens 27 August 2026 on the theme 'Financial Innovation: Implications

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The World’s First Zcash ETF Opened Three Per Cent Below Its Own Coins and Closed at Par — While ZEC Fell 7.6%
Update26/08/2026

The World’s First Zcash ETF Opened Three Per Cent Below Its Own Coins and Closed at Par — While ZEC Fell 7.6%

Grayscale's ZCSH, the world's first spot Zcash ETP, debuted on NYSE Arca on 25 August 2026

How to Read a Failed Breakout: the Five Questions, and Why New York Never Saw Bitcoin’s $81,272 — Field Guide #32
Guide26/08/2026

How to Read a Failed Breakout: the Five Questions, and Why New York Never Saw Bitcoin’s $81,272 — Field Guide #32

A repeatable procedure for reading a breakout attempt while it happens, using five questio

Markers Wednesday: the Size Money Bought the Rejection, the Crowd Went Exactly Flat — and the Gap Between Them Is the Widest in 30 Days
Analysis26/08/2026

Markers Wednesday: the Size Money Bought the Rejection, the Crowd Went Exactly Flat — and the Gap Between Them Is the Widest in 30 Days

Nine live markers graded on the morning July core PCE settles A3. Binance's top-trader pos

The Fed’s Favourite Inflation Gauge Lands at 8:30, Two Days Before Warsh’s First Jackson Hole — and Bitcoin Gave Back Its $81,272 Breakout While New York Slept
News26/08/2026

The Fed’s Favourite Inflation Gauge Lands at 8:30, Two Days Before Warsh’s First Jackson Hole — and Bitcoin Gave Back Its $81,272 Breakout While New York Slept

July core PCE publishes at 8:30 a.m. ET today with consensus split between 3.2% and 3.3%,

Strategy Creates ‘USD Cash’, Sells $2.01 Billion of Stock in a Week, and Buys Zero Bitcoin
Update25/08/2026

Strategy Creates ‘USD Cash’, Sells $2.01 Billion of Stock in a Week, and Buys Zero Bitcoin

Strategy sold $2.01 billion of its own stock in the week bitcoin had its best week since M

How to Read a Jackson Hole Symposium: The Agenda Nobody Has, Warsh’s First Keynote, and What Actually Moves Bitcoin
Guide25/08/2026

How to Read a Jackson Hole Symposium: The Agenda Nobody Has, Warsh’s First Keynote, and What Actually Moves Bitcoin

The 2026 Jackson Hole symposium runs 27–29 August on the theme ‘Financial Inno

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