Inside the DAT Crash as mNAV Collapses, Liquidity Tightens, and the Premium Era Ends

The November crash exposed the structural weakness of DAT stocks: when BTC falls, their leveraged model collapses even faster, and with mNAV slipping below 1, even Saylor’s buying machine is running out of fuel.

Nov 21, 2025

Polymarket x Monad: Airdrop Timing and FDV Expectations

Polymarket traders are betting that Monad’s airdrop will land shortly after its Nov 24 mainnet launch, most likely between Nov 25 and Nov 30. For FDV, markets see $2–3B as the safest range aligned with fundamentals, while premarket data on Hyperliquid points to a more speculative $4-6B valuation window.

Nov 11, 2025

MegaETH x Polymarket: Public Sale Outlook, Airdrop Timeline, and Market Cap Scenarios

With over 100,000 registered users and massive demand, MegaETH is on track to cross $1B in commitments, but Polymarket data shows mixed sentiment around its TGE timeline and post-launch valuation.

Oct 28, 2025

Gold vs Bitcoin: Is It Time to Start Rebalancing Your Portfolio?

The macro environment is shifting from defensive positioning toward risk assets as geopolitical tensions ease and monetary policy turns accommodative. Gold dominated in 2025, but the catalysts now favor Bitcoin as liquidity rotates back into growth assets.

Oct 22, 2025

Coinbase Acquires Onchain Trading Platform Echo in $375 Million Deal

Coinbase Global has acquired Echo, an onchain capital raising platform, for approximately $375 million in one of the exchange's largest deals to date.

Oct 21, 2025

MicroStrategy and DAT Stocks Hammered as Crypto Markets Face Historic $19B Liquidation

Trump's 100% China tariff announcement triggered a $19 billion crypto liquidation that crashed Bitcoin from $117K to $102K, with Digital Asset Treasury companies falling even harder than crypto itself due to their dual exposure to both traditional equity and crypto market risks.

Oct 17, 2025

Pyth Network Partners with Kalshi to Bring Regulated Prediction Market Data to Blockchain

Pyth Network integrated with CFTC-regulated prediction market Kalshi to stream real-time event data across 100+ blockchains for the first time.

Oct 13, 2025

Bitcoin Could Hit $3,000,000 by 2030 as Academic Research Validates Institutional Forecasts

Supply-demand analysis suggests cryptocurrency may reach $4.8 million by 2036, with critical price acceleration expected within five years

Oct 11, 2025