VC Deals
Total 709 Intelligence Reports

Aug 14, 2026
Strategy faces index deletion risks: A 2.8B Capital Exodus
MSCI proposed financial rules targeting non-operating companies that threaten MicroStrategy with index removal…

Aug 14, 2026
China Liquidity Fails to Lift Crypto: as High US Yields Block Rally
China's PBOC injected $51.7 billion into its banking system, yet Bitcoin slipped 1.7%. This market divergence …

Aug 14, 2026
Kraken expansion eats core profits: The Heavy Toll of Market Enclosure
While Coinbase battles declining revenue, its rival Kraken is growing fast. Yet, Kraken's adjusted profits col…
Aug 14, 2026
Bit Digital Hides Losses Behind AI: Treasury Impairments Mask a Massive Infrastructure Pivot Toward Data Centers
Bit Digital posted a $107M Q2 loss, but investors ignored the headline impairment to focus on surging cloud se…

Aug 14, 2026
Bitcoin Breaks Below Support Level: A fragile median cost basis exposes market vulnerability while equity risk capital flows elsewhere.
Bitcoin's stall near the $63,000 median realized price exposes severe buyer exhaustion as global risk capital …

Aug 14, 2026
Macro rotation drains crypto market: Capital shift creates a new drag
As the total crypto market cap slips below the crucial $2.16 trillion threshold, a puzzling macro divergence i…

Aug 14, 2026
Musk locks down SpaceX voting control: The 1.2B Bitcoin Capture
Elon Musk's dual-class share structure at SpaceX exposes a sharp reality for institutional and retail investor…

Aug 14, 2026
Fading Yen Interventions Force Hikes: The Tipping Point for Tokyo
Japan's desperate currency interventions are losing their grip, pushing the yen back toward multi-decade lows.…

Aug 14, 2026
Morgan Stanley ETF Inflows Mask BTC: Institutional capital deployment creates a deceptive liquidity mirage as asset values slide
Morgan Stanley's Bitcoin Trust hauled in hundreds of millions in share contributions despite a severe asset dr…

Aug 14, 2026
Bit Digital leverages staked Ethereum: The 50M AI funding fault line
Bit Digital leveraged 74 percent of its staked Ethereum to secure a 50 million loan from Galaxy Digital, aimin…

Apr 10, 2026
Ethereum Accumulation Signals Shift: Institutional whales disregard sideways volatility for long-term supply.
Public companies are aggressively accumulating Ethereum despite market stagnation. Discover the strategic rati…

Apr 10, 2026
XRP Valuation Models Ignore Reality: Mathematical mirages mask a structural liquidity gap
XRP valuation models predicting $1,632 per token are fueling community hype. We analyze the divide between the…

Apr 10, 2026
Polymarket Daily Crypto Volume Soars 3X: Velocity Draws Trader Capital
Polymarket's daily volume hits $153M, a 3x jump, after integrating Chainlink for its 5- and 15-minute crypto m…

Apr 10, 2026
Bitcoin's $300K Surge Ignites Altcoin Boom: A Tidal Wave of $8T Capital Nears
A pundit forecasts Bitcoin at $300K, triggering an altcoin boom and $8-10T crypto market cap, creating new mil…

May 8, 2026
Strategy’s Bitcoin gain hides debt burden: JPMorgan sees $30B, but perpetual payments loom
JPMorgan predicts Strategy could acquire $30B Bitcoin this year. Analysts highlight the escalating cost of per…