WarpWire (warpwire)

Why does $BTC price look so disconnected from the fundamentals? Fundamentals look stronger than past cycles: • easier access and better rails • more institutional rails being built • clearer rules in more places But why can't the price hold? My take: • the big wipeouts changed behavior. less leverage. less risk appetite. • ETFs aren’t a constant bid anymore, so dips don’t get auto-bought • capital is chasing cleaner, simpler stories right now: AI stocks and gold So I don’t think this is a “fundamentals are bad” problem. It’s a demand and timing problem.

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Stablecoin Fees on Tempo Tempo enables users to pay transaction fees in any stablecoin, including custom issued tokens and tokenized deposits, no volatile gas token required. > Stablecoin fees are native to the protocol and deliver transparent, predictable costs and simpler accounting.

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Tiger Research: Realism Is the Only Answer in a Crypto Downturn > The piece argues that in a crypto downturn, only projects solving real, tangible problems with practical solutions can survive, using Hyperliquid, Canton Network, and Kite AI as examples of this realistic approach.

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Tether Announces $100 Million Strategic Equity Investment in Anchorage Digital > The investment expands an existing relationship between the two companies and reflects a shared focus on building secure, regulated infrastructure for the next phase of digital asset adoption.

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