Expert Bitcoin Analysis & Cryptocurrency Market Research

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Bitcoin ETF Inflows Are Overhyped—Here’s What Actually Drives Price

It’s February 2026. Bitcoin ETFs have been live for exactly two years. And every single day, without fail, crypto Twitter obsesses over the same thing: “BlackRock bought 5,000 BTC today!” “Grayscale outflows are slowing!” “Fidelity net inflows: $200M!” Cue the rocket emojis. Cue the “$100K incoming” takes. Cue the “institutions are here” narratives. But here’s … Read more

Bitcoin’s Correlation With Tech Stocks Is Actually Good—Stop Whining About It

Every time Bitcoin dumps alongside the Nasdaq, the same thing happens: **Bitcoin maxis lose their minds:** – “Bitcoin is supposed to be digital gold!” – “Why is it moving with tech stocks?!” – “This correlation ruins the thesis!” – “We need decoupling NOW!” **Here’s my take:** **Bitcoin’s correlation with tech stocks isn’t a bug. It’s … Read more

Bitcoin’s Halving Cycle Is Dead—Welcome to the New Era

It’s February 2026. Bitcoin is trading around $70,000. And crypto Twitter is melting down. **”Where’s the post-halving pump?”** **”Bitcoin always goes parabolic 12-18 months after the halving!”** **”The cycle is just delayed, wait until Q3!”** Here’s the uncomfortable truth nobody wants to accept: **The Bitcoin halving cycle—the predictable 4-year boom-bust pattern that defined crypto from … Read more

Bitcoin Energy Debate Misses the Real Threat to Decentralization

Bitcoin energy consumption is the debate everyone’s having. But they’re missing the point entirely. Every time Bitcoin pumps, critics scream: “Bitcoin energy consumption is destroying the planet!” And Bitcoin maximalists counter with renewable energy stats and banking comparisons. Here’s what nobody wants to admit: Both sides are wrong. The real threat to Bitcoin isn’t energy … Read more

Ethereum wants home validators to verify proofs but a 12 GPU reality raises a new threat

Ethereum wants home validators to verify proofs but a 12 GPU reality raises a new threat

Ethereum researcher ladislaus.eth published a walkthrough last week explaining how Ethereum plans to move from re-executing every transaction to verifying zero-knowledge proofs. The post frames it as a “quiet but fundamental transformation,” and the framing is accurate. Not because the work is secret, but because its implications ripple across Ethereum’s entire architecture in ways that … Read more