Coinbase users can now pledge Bitcoin or USDC as collateral for a mortgage, Charles Schwab is expanding crypto access beyond Bitcoin and Ethereum, and the SEC is moving forward with updated custody rules for digital assets.

In this episode of This Week in Crypto, we look at how crypto is becoming more embedded in traditional financial infrastructure, what the first quantum-resistant Bitcoin transaction actually means, and why the risk of Strategy becoming a forced Bitcoin seller has fallen sharply as its dollar liquidity has grown to roughly $6.7 billion.

For more research and market insights, visit k33.com/research. 

Bitcoin finally woke up. After weeks of record-low volatility and fading activity, BTC surged 23% in seven days, its strongest weekly gain since the post-election rally in November 2024.

In this episode of Ahead of the Curve, we break down the largest Bitcoin short squeeze on record, the sudden return of ETF and trading demand, the reset in leverage, and a notable bullish shift in options positioning. We also look at why Bitcoin’s extreme momentum may be less worrying than it appears, and why the current setup resembles previous breakouts from bear-market regimes.

For more research and market insights, visit k33.com/research.

Crypto regulation moved back to center stage in Washington this week. President Trump met with crypto and traditional finance executives to push the CLARITY Act forward, while the SEC proposed a parallel framework that could give token projects a clearer path to raise capital and launch in the United States even if Congress moves slowly. 

We also look at the U.S. Treasury’s decision to double the size of long-dated bond buybacks, why markets interpreted the move as incrementally easier financial conditions, and the backdrop to Bitcoin’s rally from roughly $63,000 to above $79,000 during the week.

Bitcoin is barely moving. Spot volumes are near three-year lows, volatility is approaching some of the lowest levels of the decade, and Bitcoin is now less volatile than the Nasdaq.

At the same time, leverage is building. In this episode of Ahead of the Curve, we look at why prolonged stability can ultimately create instability, what historically happened when Bitcoin became less volatile than the Nasdaq, why options markets are pricing in unusually little movement, and what the latest 13F filings reveal about who actually drove the record ETF outflows in Q2.

For more research and market insights, visit k33.com/research.

For social, I’d avoid “new episode out” language and go straight to the observation, as we’ve been doing.

New portfolio data shows that Norway’s sovereign wealth fund ended the first half of 2026 with indirect exposure equivalent to 11,549 BTC, up 21% since year-end — even as Bitcoin’s price fell sharply.

In this episode of This Week in Crypto, we look at what that says about Bitcoin’s growing presence in public markets, why the BIP-110 fork failed to gain traction, what the Trezor customer data breach means for hardware wallet users, and why Tether’s first full financial audit is an important milestone.

For more research and market insights, visit k33.com/research.

Bitcoin has spent six months trapped between roughly $60,000 and $80,000, while spot volumes, perpetual futures activity and volatility have all fallen toward multi-year lows. At the same time, open interest remains elevated, long-term holders are absorbing supply, and ETF flows have started to improve.

In this episode of Ahead of the Curve, we look at what prolonged consolidation is telling us about the balance between buyers and sellers, why leverage still matters despite the lack of activity, how Strategy is using Bitcoin to strengthen its balance sheet, and what could finally break the market out of its current range.

For more research and market insights, visit k33.com/research. 

Bitcoin remains stuck in its summer lull, with subdued trading volumes, muted ETF flows, and one of the narrowest trading ranges in years. Yet beneath the quiet price action, important developments are unfolding.

In this episode of Ahead of the Curve, we examine why on-chain activity has surged following the Coldcard attacks, what Bitcoin’s weakening correlation with the Nasdaq tells us about the current market regime, why Strategy’s strengthened balance sheet reduces near-term systemic risk, and what increasingly compressed derivatives markets suggest about the next major move.

For more research and market insights, visit k33.com/research.

A serious vulnerability affecting certain Coldcard hardware wallets has put affected Bitcoin funds at risk, while Coinbase reported another strong quarter despite a muted market reaction. Meanwhile, the Federal Reserve kept interest rates unchanged, and prediction markets came under increasing regulatory scrutiny in the United States.

In this episode of This Week in Crypto, we explain what the Coldcard vulnerability means for users, why Coinbase’s results highlight the company’s changing business model, what the latest legal actions against Kalshi signal for prediction markets, and what the Federal Reserve’s latest decision could mean for crypto markets.

For more research and market insights, visit k33.com/research.

Bitcoin continues to trade in one of its quietest market environments in years. Trading volumes remain subdued, futures positioning is near multi-year lows, and investors appear reluctant to make large directional bets ahead of this week’s Federal Open Market Committee meeting.

In this episode of Ahead of the Curve, we discuss what the current lack of activity tells us about market sentiment, why Strategy continues to strengthen its balance sheet instead of adding to its Bitcoin holdings, what the shutdown of BitMEX says about the evolution of crypto markets, and why the upcoming Federal Reserve decision could become the catalyst investors have been waiting for.

For more research and market insights, visit k33.com/research.

Bitcoin has entered one of its quietest periods of the year. Trading volumes remain subdued, leverage is light, and institutional participation has yet to return.

In this episode of Ahead of the Curve, we look at why the recent stabilization in exchange-traded fund flows is an encouraging sign, why derivatives markets still point to limited conviction, how developments at Strategy continue to shape institutional sentiment, and why the upcoming central bank meetings may prove to be the next major catalyst for Bitcoin.

For more research and market insights, visit k33.com/research.