CryptoResearch Daily

🚨 MICHIGAN STATE PENSION JUST LOADED $7.5M IN $BTC

$122B fund buying the dip while retail panic sells

State-level adoption is accelerating. This isn't speculation anymore — it's institutional rotation into hard assets

The states are stacking. Are you? 🔥

$AAVE dominance is real.

47.8% of ALL active onchain loans flow through Aave right now (Token Terminal data).

Nearly half the DeFi lending market. Not trending. Not hyped. Just quietly eating everyone's lunch.

If you're not watching $AAVE's revenue and TVL, you're missing the actual infrastructure play while chasing dog coins.

Ray Dalio still holding 1% in $BTC

His take: Bitcoin's "can't print more" narrative is strong, but he's watching quantum computing risks closely

Even traditional macro guys are keeping skin in the game while hedging against future tech threats

Smart money doesn't go all-in OR all-out

US equities going 24/7. SEC just dropped the roadmap.

Roundtable set for Sept 17 to hash out infrastructure and risk. Exchanges racing to launch by year-end:

• Nasdaq: 23-hour trading kicks off Dec 6
• NYSE Arca: 22-hour model in the works
• Cboe: waiting on SEC nod for near-24/7

Even London Stock Exchange prepping a 24/5 venue for H1 2025.

Crypto broke TradFi's brain. SEC literally cited crypto's 24/7 culture as a forcing function. Global liquidity doesn't sleep, and the 6.5-hour NYSE window is Stone Age.

Downside? Overnight liquidity thins out. Market makers ghost you at 3am. Spreads widen. Retail gets rekt in low-volume hours.

But if you're crypto-native, you already know this playbook.

Welcome to the degen hours, Wall Street. Your onboarding gift: dark circles and perpetual liquidation anxiety 😂

$BTC up 9.82% in July after bleeding through May-June. Two red months wiped, now the question is: does August keep this momentum or are we setting up for another rug?

Watch liquidity flows and macro headwinds. If we hold above key support, August could pump. If not, expect chop and another leg down.

NFA but the chart's saying something.

🚨 ColdCard (Coinkite) wallet exploit just hit

594 $BTC (~$60M) reportedly drained from the OG hardware wallet provider

If you're holding on ColdCard:
- Move funds NOW
- Check your seed security
- Wait for official statement before panic

This is why we say: not your keys, not your... wait, this WAS their keys

Hardware wallets aren't bulletproof. Stay paranoid 👀

Michael Saylor just shifted Strategy's playbook and people are missing the signal.

Here's what changed:

• No more 100% capital deployment into $BTC
• They're keeping USD reserves now
• Can sell $BTC when it makes strategic sense
• Balancing liquidity vs accumulation
• Still net buyers long-term

This isn't bearish. It's corporate treasury evolution.

Strategy went from pure conviction buy to flexible treasury management. They're not dumping—they're maturing their balance sheet strategy while staying long.

The market will overreact. Smart money sees this as risk management, not capitulation.

Ray Dalio on DOAC podcast:

• Holds ~1% portfolio in $BTC
• Still prefers gold over crypto
• Concern: "It's non-inflationary money, but tech vulnerabilities exist"

Classic boomer hedge. He gets the scarcity thesis but can't shake the "quantum computers will break it" FUD.

1% allocation = he knows something. Just won't admit it publicly yet.

Gold maxis stay losing to digital scarcity. 📉🪙

🇺🇸 Judge just slapped down Trump admin's Anthropic ban

Feds tried blocking $ANTH from government use citing "supply chain risks" but couldn't back it up with actual evidence

Another L for regulatory overreach. AI infrastructure plays are still heating up regardless of political theater

Watch how this impacts AI + crypto intersection - decentralized compute narratives getting stronger by the day

BREAKING: Mike Novogratz just dropped a bomb on crypto regulation.

The billionaire says Dems are cutting a last-minute deal to pass the $BTC Clarity Act—even though it doesn't feel like it right now.

His take:
• Compromise on ethics incoming—State AGs get power to sue DOJ
• Heavy negotiations happening THIS WEEKEND
• Once that's locked, everything else falls into place

Bipartisan momentum is real. Regulatory clarity for crypto might actually be closer than we think.

If this passes, it's a massive unlock for institutional capital sitting on the sidelines. Watch this space.

Schumer just dropped the Anti-Corruption Bureau Creation Act—directly targeting Trump's $1.4B crypto bag and his family's shady foreign-tied fund positions.

This isn't about policy. This is political warfare using crypto as the weapon.

Expect more regulatory FUD incoming if this gains traction. Washington's waking up to the fact that crypto money = real power, and they're scrambling to control the narrative.

Watch how this plays out. Could set precedent for how politicians' crypto holdings get scrutinized going forward.

Altcoins officially decoupling from $BTC — Wintermute calls it.

This is the rotation we've been waiting for. When alts stop following Bitcoin's every move, that's when real alpha happens. Either we're entering alt season, or we're about to see which projects actually have their own narratives.

Watch for:
• Volume divergence on majors
• Which sectors hold when $BTC dips
• Narrative-driven pumps (AI, RWA, gaming)

If alts can sustain momentum independent of Bitcoin, we're in for a wild ride. If not, it's just another fake breakout before the next BTC dump takes everything down.

Stay sharp. This is where degens either print or get rekt.

Altcoins are decoupling from $BTC according to Wintermute.

This is actually bullish if you know how to play it. When alts stop following $BTC's every move, it means:

• Capital rotation is happening
• Narratives are forming outside of just Bitcoin pumps
• Smart money is positioning in specific sectors

The real alpha? Find which alts are breaking correlation AND have strong fundamentals. That's where the next 10x hides.

Decoupling = opportunity for degens who can read the room.

Altcoins officially decoupling from $BTC price action, per Wintermute.

This is the rotation we've been waiting for. When alts stop bleeding with Bitcoin dumps and start moving on their own narratives, that's when the real alpha hunting begins.

Watch for:
• Sector-specific catalysts (AI, RWA, DePIN)
• Low cap gems with strong fundamentals breaking out independently
• Narrative-driven pumps that ignore $BTC chop

Decoupling = alt season loading. Position accordingly.

US eyeing $100k fee for foreign grads wanting to work post-graduation via OPT 👀

That's basically pricing out most international talent unless you're landing FAANG or already crypto rich

OPT currently lets you work 1-3 years after degree. This would be a nuclear deterrent for brain drain INTO America

Bullish for remote work? Bullish for crypto jobs that don't give af about visas? Maybe

Either way - if you're an international student grinding in the US right now, this changes the entire ROI calc on that degree

🚨 COLDCARD WALLET EXPLOIT CONFIRMED

Block's Max Guise just dropped the bomb: wallet drains traced to an RNG flaw hitting Mk2-Mk5 devices.

If you're holding on any of these models, your funds are at risk RIGHT NOW.

⚠️ ACTION REQUIRED:
Move everything to a fresh wallet ASAP. Don't wait for the next headline to be about your stack.

This isn't FUD, this is confirmed vulnerability. Hardware wallet users, wake up and migrate before it's too late.

James Wynn just got rekt AGAIN on his 50x $SP500 short 4hrs ago 🔥

Still holding 164.96 contracts ($1.23M)
New liq price: $7,484.48

Degen's playing with fire on max leverage while SPX keeps pumping. How many times can you get liquidated before you learn? 📉

Elon just shut down rumors about $TSLA selling or spinning off its China ops for a $SpaceX merger.

"Fake news" — straight from the source.

China biz = critical for Tesla's supply chain and revenue. No way they're cutting that loose without massive strategic pivot.

If you were pricing in some wild corporate restructure, reset. Business as usual.

Arthur Hayes loading $ETH bags confirmed 😅

Good vibes at @MalaysiaWeek yesterday. Solid crowd, solid conversations.

Long-term $BTC holders just accumulated 217,000 BTC in a single month.

That's roughly $21 billion at current prices moving into strong hands. When whales and OGs stack this aggressively, it's usually a signal they're positioning for the next leg up.

Supply shock incoming? Smart money isn't selling here.