This is an excerpt from CoinDesk newsletter ‘Daybook.’ Sign up here, if you haven’t already. Bitcoin BTC$80,953.28 has pulled back below $81,000 after narrowly missing a test of the closely watched 200-day simple moving average (SMA), currently located near $83,300, on Wednesday. The broader crypto market is also trading in the red, with the CoinDesk … Read more
Bitcoin lenders may need to become more like traditional finance firms, not less, if they want institutional capital to keep flowing into the sector. At Consensus 2026 in Miami, Alexander Blume, founder and CEO of institutional bitcoin lender Two Prime, argued that the next stage of crypto credit growth will depend less on decentralized finance … Read more
Bitcoin BTC$82,164.36, the world’s largest digital asset by market value, has risen from roughly $63,000 to over $80,000 in the past three months, according to CoinDesk market data. And key signals that professionals watch closely are now all pointing in the same direction: $85,000. The rally is not just about price, but about the ripples … Read more
AI agents will become more relevant than humans on the internet within the next decade, a shift already already forcing Google, Facebook and Amazon to react, said Charles Hoskinson. In his keynote at Consensus Miami 2026 on Wednesday, Hoskinson also said that “by 2035, the majority of searches, commerce and activity on the internet will … Read more
Ryan Cohen’s unsolicited $55.5 billion unsolicited bid to absorb eBay into GameStop has the corporate world doing a double-take. Cohen’s pitch sounds seductive on paper: he promises to slash $2 billion in bloated overhead and instantly rocket eBay’s diluted GAAP earnings per share from $4.26 to $7.79 in year one. But behind the flashy presentation … Read more
Anthropic just made Elon Musk’s SpaceX a key supplier to its AI ambitions, and the timing is hard to miss. The Claude maker said Wednesday it had signed a deal to tap all of the compute capacity at SpaceX’s Colossus 1 data center, locking in access to more than 220,000 NVIDIA GPUs within the month. … Read more
Boltz, a leading non-custodial swap provider for Bitcoin, today announced the launch of USDC Swaps, enabling instant conversion between Bitcoin and USDC, the regulated stablecoin issued by Circle. Swaps are supported across all major Bitcoin layers, including the Lightning Network, and are live now at boltz.exchange. “USDC Swaps mark a turning point for the Bitcoin … Read more
Strategy Inc. (formerly MicroStrategy, Nasdaq: MSTR), the world’s largest corporate Bitcoin holder and first Bitcoin Treasury Company, held its Q1 2026 earnings call on May 5. The results were dominated by massive non-cash GAAP losses from Bitcoin’s fair-value accounting amid a volatile quarter. Yet the real story, and the market’s focal point, was a clear … Read more
Wall Street’s long-awaited migration into crypto is no longer theoretical, according to executives from Ondo Finance, Robinhood-owned Bitstamp and Babylon Labs. However, institutional adoption remains slower and more fragmented than many in the industry once expected. The executives described a financial industry increasingly embracing blockchain rails, tokenized securities and crypto-native yield products on the “Is … Read more
Solana Foundation president Lily Liu said growing adoption of stablecoins by major corporations is validating blockchain’s evolution into global financial infrastructure, while also laying the groundwork for AI-driven “machine economies.” Speaking at Consensus Miami 2026 on Tuesday, Liu pointed to recent announcements involving Meta and Western Union integrating stablecoin payments on Solana as evidence that … Read more