The revenue crossover is real, but Anthropic rent starts only as new capacity is delivered from late 2027.
Bitcoin's 157-day futures drought and 200-week SMA echo rare conditions near the 2022 market bottom.
Federal prosecutors said August 4 that Sedric Louis, John Davis and Martel Williams, all from St. Louis, were charged for allegedly helping plan an attempted Bitcoin robbery in Connecticut in August 2024.
The U.S. treating Bitcoin as a strategic reserve asset may prompt other nations to follow, potentially altering global digital asset policies. United States holds largest national Bitcoin reserves at 328,372 BTC.
Most of the Bitcoin stolen through the COLDCARD wallet flaw remains unmoved, but on-chain investigators have detected a separate attacker beginning to route smaller amounts through a mixer.
Bitcoin spot ETFs recorded net inflows of $211.5 million on August 4, 2026, while Ethereum ETFs added $53.8 million. A total of 155,000 BTC accumulated between $62,000 and $65,000, becoming the largest on-chain cost basis cluster at 0.7% of the circulating supply.
Strategy's Bitcoin transfer and a massive leveraged short have intensified attention on Bitcoin's next move.
Negative funding rates suggest potential for short squeezes, but macro factors and sustained spot buying will dictate Bitcoin's future trajectory. Bitcoin funding rate flips negative as spot buyers push BTC up 1%.
Bitcoin traders have quietly stacked more than $41 billion into futures contracts, while the options market is flashing price targets thousands of dollars above where bitcoin actually trades. At $64,711 on Aug. 5, spot bitcoin looks almost cheap compared with the bets piling up across the derivatives market.
Arthur Hayes says debt-funded AI infrastructure could trigger a 2008-style credit crisis, prompting government liquidity that eventually sends Bitcoin beyond $1 million. He expects BTC to trade between $60,000 and $70,000, possibly falling toward $50,000 first, while Ether reaches $5,000 by year-end. Big Tech has committed $1.
Michael Saylor, the CEO of Strategy, has hit back against recent criticisms regarding his company's decision to sell $200M worth of BTC. Saylor, known for his Bitcoin maximalist philosophy, was accused of hypocrisy because he has long advocated against selling Bitcoin.
Trump Media's Bitcoin holdings get skinnier by the day, but claims the latest $165M move is pure maintenance.