US Treasury just backed Japan's yen intervention. Why?
Because the yen carry trade unwind could nuke $BTC, US equities, and bonds all at once. Massive deleveraging = liquidity drain across risk assets.
Meanwhile, $BTC miners are pivoting hard into AI. IREN just hit $128M in AI cloud revenue. The question: will AI and mining start fighting over the same power grid? Watch this space.
On the capital side:
• $BTC spot ETFs: 9 straight days of inflows, $3.5B in August alone
• US equity funds: -$22.3B outflow in one week
• Tech & gold still pulling capital
Lastly, Trezor didn't get hacked. But their logistics partner leaked 10K+ customer names, phones, and full addresses.
Cold wallet security isn't just about seed phrases. It's about operational privacy too. If someone knows you own a hardware wallet and where you live, that's a vector.
Because the yen carry trade unwind could nuke $BTC, US equities, and bonds all at once. Massive deleveraging = liquidity drain across risk assets.
Meanwhile, $BTC miners are pivoting hard into AI. IREN just hit $128M in AI cloud revenue. The question: will AI and mining start fighting over the same power grid? Watch this space.
On the capital side:
• $BTC spot ETFs: 9 straight days of inflows, $3.5B in August alone
• US equity funds: -$22.3B outflow in one week
• Tech & gold still pulling capital
Lastly, Trezor didn't get hacked. But their logistics partner leaked 10K+ customer names, phones, and full addresses.
Cold wallet security isn't just about seed phrases. It's about operational privacy too. If someone knows you own a hardware wallet and where you live, that's a vector.