Wall Street

bitcoin-etfs-log-three-weeks-of-inflows-each-week-smaller-than-the-last
Cryptocurrency
Bitcoin ETFs Log Three Weeks of Inflows. Each Week Smaller Than the Last.

TL;DR ▶ Bitcoin ETFs posted $33.79M net inflows for the week ended July 24, their third consecutive positive week. ▶ The streak is decelerating: $197M → $75.67M → $33.79M across three weeks. Each week smaller than the last. ▶ $465.26M…

Saylor Bitcoin 2026: Supply Shock, $100B Credit Formation, Banks Now Buying
Wall Street
The Numbers Banks Don’t Want You to See: Saylor’s Bitcoin Case at Bitcoin 2026

TL;DR and Key Takeaways ▶ Saylor’s Bitcoin supply shock argument: ~$10B in new Bitcoin mined annually, $20-100B in institutional credit forming to buy it. ▶ Goldman Sachs targets $200,000. JPMorgan targets $150,000. Both warned about Strategy as a risk six…

Strategy Bitcoin Holdings 2026: 843,775 BTC, $63.69B Cost, Full Purchase History
Wall Street
Strategy Buys 24,869 BTC and Hits 843,775 Total Holdings. Then It Stopped

TL;DR and Key Takeaways ▶ Strategy holds 843,775 BTC as of July 26, 2026, bought for a total of $63.69 billion at an average of $75,476 per coin. ▶ That is 4% of all Bitcoin that will ever exist, more…

Wall Street
MSTR or STRC: Michael Saylor Built Two Products From the Same Bitcoin. Here’s How to Choose

Michael Saylor built two products from the same asset. Both are backed by the same 843,738 Bitcoin sitting on Strategy’s balance sheet. Both are publicly listed on Nasdaq. Both are accessible through every major U.S. brokerage. And they could not…

Wall Street
Robinhood Just Built Its Own Ethereum L2. Here Is What Robinhood Chain Actually Does.

Robinhood launched the public mainnet of Robinhood Chain on July 1, 2026, during an event in London. The company that pioneered zero-commission stock trading in 2013 just built its own Ethereum Layer 2 blockchain. Not a wallet. Not a custodian.…

Ondo Tokenizes BlackRock IVV ETF and Micron on Ethereum: A US First
Wall Street
Ondo Put a BlackRock ETF and Micron Stock On-Chain in the US. That Has Never Happened Before

Ondo Finance launched tokenized versions of BlackRock’s iShares Core S&P 500 ETF (IVV) and Micron Technology (MU) shares on Ethereum on July 2, 2026, and the thing that makes this different from every other tokenized stock announcement is where it…

Bitcoin Sale Plan: $1.25B Authorized, Rules Applied
Wall Street
Strategy Can Now Sell Bitcoin. Saylor Built a Wall Around How and When

Strategy authorized the sale of up to $1.25 billion in Bitcoin on June 29, 2026. That sentence would have been unthinkable twelve months ago. The company built its entire identity around never selling, raising capital through equity and convertible debt,…

XRP ETF inflows $1.44 billion June 2026
Wall Street
XRP ETF Inflows Hit $1.44 Billion Over Six Straight Weeks and the Capitulation Bottom Was Real

On June 10, we published an article noting that Glassnode data showed XRP holders capitulating, selling at a loss in a pattern that historically marks the late stage of a drawdown rather than the start of one. Three structural signals…

Wall Street
Coinbase CEO Brian Armstrong Says the Accredited Investor Rule Is a “Regressive Tax” and and the SpaceX IPO Proved His Point

Brian Armstrong, CEO of Coinbase, posted a call to reform accredited investor laws on June 15, attracting 317,000 views in hours. His argument is concise: companies are staying private longer, so the best returns happen before the IPO, and only…

Michael Saylor
Wall Street
Saylor’s Strategy Buys 1,587 BTC for $100 Million at $63,024 Average and Reserve Now at 846,842 Bitcoin

Strategy, the largest corporate holder of Bitcoin in the world, acquired 1,587 BTC between June 8 and June 14, 2026 for approximately $100 million, at an average purchase price of $63,024 per coin. The purchase was announced this morning via…