Joseph Rees

Checkonchain Analyst Says AI Rotation Creates Bitcoin’s Next Major Entry Point for Holders

Key Takeaways Checkonchain founder James Check says bitcoin’s “time pain” process removes sellers before any major move, leaving no forced liquidation pressure. Bank of America triggered 70% of its bear-market indicators in June 2026, lowering its S&P 500 year-end target to 7,100. Morningstar valued SpaceX at $780B, roughly 48% below private market prices, citing net…

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Bitcoin Near $63.5K Is Hovering at What It Costs to Mine BTC, Leaving Miners at Break-Even

Key Takeaways Bitcoin hit a 2026 low of $59,100 last Friday, sending its market cap below $1.2 trillion for the first time since Oct. 2024. Capriole’s Charles Edwards pegs bitcoin’s electrical-cost floor at $50,000 as spot prices test the production cost. Miner profitability has slumped to a 14-month low, pushing weaker rigs toward shutdown territory….

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Top 100 Bitcoin Treasuries Now Hold 1.26M BTC

Key Takeaways Top 100 institutional bitcoin holders now control nearly 1.26 million BTC, although Strategy alone accounts for more than two-thirds of that total. Mining firms, technology companies, private enterprises, and treasury vehicles are using bitcoin to diversify reserves, hedge inflation risk, and signal long-term conviction. The data shows broad institutional participation, but holdings remain…

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Crypto Oversight in the Spotlight After Warren Questions Federal Regulation

Key Takeaways Senator Warren questioned whether the CFTC can oversee crypto and prediction markets with fewer staff. Prediction markets face growing scrutiny as federal and state regulators clash over event contracts. Congress may expand CFTC authority while Warren seeks records on industry contacts and enforcement decisions. Crypto Oversight in the Spotlight After Warren Questions Federal…

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