Grayscale pitches BTC, ETH and ZEC as the crypto “debasement trade” on $40T U.S. debt
The call lands as Treasury doubles long-end bond buybacks to $4B per operation starting Sept. 9.
The call lands as Treasury doubles long-end bond buybacks to $4B per operation starting Sept. 9.
He argues dashboards miss off-contract collateral use and that settlement speed, not composability, caps leverage loops.
Total category assets fell to $97.6B after briefly topping $100B as BTC traded below $78,000.
The thesis leans on Bitcoin’s reported 25% August gain and an un-sourced claim of the biggest Bitcoin ETF inflows since Oct. 2025.
The proposal targets roughly 3 TPS throughput but flags “a security proof is TODO” and wallet-side fund-loss risks.
The MiCA-aligned token launches first on Ethereum as Revolut prepares to withdraw USDT in the EEA and Switzerland.
Flop Labs is reviewing an October airdrop of about 20% of supply, with tokenomics and eligibility still being adjusted.
Relayer founder Austin Barack will serve as CIO as the firm targets undervalued tokens and crypto-related equities.
The same weekly packet framed Bitcoin’s move around $69,000 as macro-led, but also cited ~$77,000–$78,000 in an editor’s note.
The firm said it is 97% of the way to its 5% ETH-supply target as Ether reclaimed $2,500.
Chen said Bitcoin’s ~$79,000 rally looks fragile to her, even as she allows for a $20,000 higher year-end print.
The 50-day moving average has crossed above the 200-day, but prior ETH/BTC crossovers have whipsawed traders.
BTC traded at $77,559 after briefly topping $79,000, with $2.61B in BTC/ETH ETF inflows and a Sept. 15 CLARITY vote ahead.
The protocol framed the figure as an estimate, leaving final accounting and user-impact details unresolved.
Exchange transfer suspensions and a do-not-trade warning turned bridged SAND into a settlement-risk market while Ethereum and Polygon remained unaffected.
Spot Ether ETFs added $220.8M the same day, their biggest intake since Oct. 28, 2025.
The EEZ rollup transition targets late 2026 or early 2027, contingent on EEZ technology readiness.
Traders are anchoring to a Sept. 15 Clarity Act vote and expanded Treasury buybacks, with $66.6K now the key technical line.
Users can hold, send, and receive USDU now, while swaps and buy-sell are slated for later via third parties.
The cross-asset split keeps a risk-off, inflation-sensitive tape in view for crypto beta traders.