Latest Insights

402, 2026
Bitcoin Moves To Extremely Undervalued

|4 Feb 2026|News|

Bitcoin experienced a sharp sell-off over the past week, driven primarily by sustained outflows from crypto exchange-traded products and a wave of long-position liquidations in futures markets. These flows accelerated what began as a standard price correction into a more pronounced, technically driven move, reflecting reduced risk appetite across digital assets.

302, 2026
SpaceX to Merge with xAI?

|3 Feb 2026|News|

Elon Musk’s two most ambitious bets—rockets and artificial intelligence—are on a collision course. Reports this week suggest SpaceX and Musk’s AI startup xAI are in advanced talks to merge, a move that could fuse satellite networks, launch infrastructure, and AI development into a single, vertically integrated powerhouse. If the deal goes through, it wouldn’t just reshape Musk’s empire—it could redraw the competitive map for both the global space industry and the rapidly escalating AI arms race.

302, 2026
Bitcoin ETF Holders in the Red

|3 Feb 2026|News|

This year has flipped the script on crypto ETFs. After riding a wave of inflows in late 2025, Bitcoin and Ethereum ETF investments have flipped negative for 2026 marking a sharp transition from accumulation to distribution as investor sentiment erodes. Digital asset funds posted $1.7 billion in outflows last week, pushing total year-to-date flows into the red — a stark reversal after months of capital entering the space.

302, 2026
MicroStrategy Adds More Bitcoin

|3 Feb 2026|News|

Last week, Strategy — the biggest corporate Bitcoin holder on the planet and the company famously associated with Michael Saylor — quietly scooped up more BTC as markets slid. According to a fresh SEC filing, the firm bought 855 bitcoins for about $75.3 million. That works out to roughly $87,974 per BTC on average — even as prices briefly plunged below $75,000 at one point last weekend.

202, 2026
Bitcoin Slips — Michael Saylor Signals He’s Still Buying

|2 Feb 2026|News|

Bitcoin has been under pressure lately, sliding back toward the $78,000 level as selling outpaces buyers and broader risk assets weaken — a drop of roughly 30% from its late-2025 highs. Traders and analysts are noting that momentum has gone dormant, liquidity is thin around these levels, and confidence is shaky among marginal buyers. Michael Saylor, however is buying.

202, 2026
UK Has New Crypto Framework

|2 Feb 2026|News|

The United Kingdom is quietly pulling ahead in the global crypto regulation race, finalizing a comprehensive framework at a time when the United States remains tangled in legislative gridlock and regulatory turf wars.

102, 2026
Chart of the Day – Silver Volume

|1 Feb 2026|News|

Last week, $SLV — a silver ETF so boring it usually lives in the financial background noise — out-traded Tesla and Nvidia. Not outperformed. Out-traded. A month ago its volume was 10x lower. A year ago it was buried around the 170th-largest ETF, invisible to everyone except commodities nerds and pension funds. Now it’s moving capital like a frontline tech stock.

102, 2026
Michael Saylor’s Bitcoin Hoard Is Underwater — But Not About to Press the Panic Button

|1 Feb 2026|News|

Michael Saylor’s corporate Bitcoin pile — held by his company formerly known as MicroStrategy (now Strategy, Inc.) — has dipped below its average purchase price. Bitcoin’s recent slide into the mid-$70,000s briefly put its market value under the roughly $76,000 average cost per coin for the ~712,000 BTC the firm holds. On the surface that looks ugly — underwater means unrealized losses on paper.