Analysis Archive – Page 161

Bitcoin Miners Hold $90B in AI Deals and 27 GW of Power, Bernstein Says
Bernstein says Bitcoin miners have signed over $90B in AI infrastructure partnerships and control 27 GW of planned power capacity, reshaping the sector.

South Carolina Bans CBDCs, Crypto Payment Taxes in New Law
South Carolina enacts a sweeping pro-crypto law banning state taxes on crypto payments, protecting self-custody, and barring CBDC use by state agencies.

Bitfinex Whales Push BTC Longs to 2.5-Year High Mid-Slide
Bitfinex traders added size into Bitcoin's five-day drop, pushing aggregate long positions to their highest level since late 2023.

AllUnity Plans Swedish Krona Stablecoin, Pushes Into AI Agentic Payments
AllUnity, the BaFin-licensed DWS-Galaxy-Flow Traders venture behind EURAU, plans a Swedish krona stablecoin and an AI agentic payments stack.

Stablecoin Supply Hits Record $323B as Crypto Market Treads Water
Stablecoin circulating supply crossed $323 billion for the first time, even as BTC sits flat at $77K and the Fear & Greed index reads Neutral at 40.

Warren Tells OCC Nine Crypto Trust Bank Charters Violate Federal Law
Senator Elizabeth Warren wrote to the OCC arguing nine national trust bank charter approvals for crypto firms breach the National Bank Act.

China's Buffett Duan Yongping Opens First Position in Circle
Value investor Duan Yongping, the founder behind BBK and Vivo, has opened his first equity position in USDC issuer Circle, signaling deeper traditional capital interest in stablecoin rails.

CFTC Sues Minnesota to Block First-in-Nation Prediction Markets Ban
The CFTC asked a federal court to stop Minnesota from enforcing a new state law that bans prediction markets like Kalshi and Polymarket from operating.

Polymarket Opens Prediction Markets on SpaceX, OpenAI, Anthropic Valuations
Polymarket and Nasdaq Private Market launch contracts tied to private unicorn valuations and IPO timing, opening a $5 trillion pool to retail traders.

Truth Social Pulls Bitcoin ETF Filing From SEC Review
Trump Media's Truth Social has withdrawn its spot Bitcoin ETF application from the SEC, removing one of the brand-name issuers from the pending queue.
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