Treasury strategy, mining, ETF flows and the market structure around Bitcoin.
A Glassnode and Bybit report frames the divergence as the defining feature of this cycle, with froth pooling in the market's riskiest corners even as Bitcoin does the heavy lifting.
Open Live BriefingCurrent reporting from CoinDesk and Decrypt.
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Bitcoin stories rarely turn on price alone. Capital flows, mining economics, liquidity and the way companies finance their holdings can change the meaning of the same market move. This desk brings those signals together without turning them into a price prediction.
Our permanent articles distinguish a reported number from the conclusion built around it. Filings, issuer documents and attributable datasets are preferred where they are available; uncertainty stays visible when the primary record is incomplete.
ETF demand, liquidity and correlation can explain who is entering the market and whether a move is broad enough to persist.
Gross bitcoin holdings sit beside cash, debt, preferred obligations and dilution so the shareholder impact is not lost in the headline number.
Production, power cost, fleet efficiency and competing demand for data-centre capacity determine whether growth improves the underlying business.
This desk covers Bitcoin when the evidence changes market structure, network economics or a company balance sheet. Routine price movement without a consequential underlying development is not enough on its own.
Reporting and analysis on Bitcoin.
Bank Leumi and Galaxy have announced a partnership intended to let Leumi and PEPPER customers buy, hold and sell bitcoin, ether and solana inside Leumi Trade. The companies expect availability in early 2027, but the reviewed primary sources do not show a live customer service or announce a product-specific regulatory approval.
Sources: Galaxy Digital · Bank Leumi · Bank Leumi · CoinDesk
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After selling 1,690 BTC and raising $653 million in stock, the world’s largest corporate bitcoin holder says its multibillion-dollar cash reserve is what shorter-term credit investors actually want.
Sources: CoinDesk · U.S. Securities and Exchange Commission
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The asset manager says bitcoin’s break from equities strengthens its case as a portfolio diversifier, even after a bruising year.
Sources: The Block
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The former Bitfarms parent has ended U.S. mining and is converting sites for AI and high-performance computing.
Sources: The Block · Keel Infrastructure
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Quarterly revenue reached $228.8 million and bitcoin output nearly quintupled, but a $92.3 million net loss overshadowed the gains.
Sources: The Block
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A share-funded deal added 2,455 BTC and lifted the Swedish company’s holdings to more than 3,500 BTC.
Sources: The Block · H100 Group
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