Coinstack
Newsletter (Digital)
Coinstack is a weekly newsletter for the institutional crypto market, covering the rise of programmable money, smart contracts, distributed computing, web3, and the creation of an open, efficient, and transparent global financial system as all assets become tokenized and start trading on 24/7 markets during this decade. Source
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| Scope | National |
|---|---|
| Language | English |
| Country | United States of America |
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Recent Articles
Search ArticlesThe ETF Money Is Back
Where Crypto Capital Flows Meet Market Intelligence. đïž Tuesday, August 11, 2026 | Est. read time: 7 minutes Bitcoin closed near $64.9K on Sunday, up 2.1% w/w, its second consecutive weekly gain. Spot Bitcoin ETFs pulled in $853.54M this week, their strongest since April. Spot Ethereum ETFs added $244.94M, also a four-month high. July payrollsshocked markets with a negative 23,000 versus roughly 80,000 expected. Circle set Arcâs public mainnet for September 16 with 11 founding validators.
Coldcard's $114M Security Crisis
Where Crypto Capital Flows Meet Market Intelligence. đïž Tuesday, August 4, 2026 | Est. read time: 7 minutes Bitcoin closed July with a7.5% monthly gain, its first since April, before slipping near $63.4K (close) on Sunday. The FOMC held rates at 3.50%-3.75% on July 29, with Hammack, Kashkari, and Logan dissenting for a 25-bps hike. Spot Bitcoin ETFs bled $265.37M on July 31, ending three weeks of positive prints.
Bitcoin's $66K Rally Meets Warsh
Where Crypto Capital Flows Meet Market Intelligence. đïž Tuesday, July 28, 2026 | Est. read time: 7 minutes Bitcoinclosed above the $64,300 mark (July 26) after hitting a $66,910 Tuesday high, reversing into Fed week. Spot Bitcoin ETFs logged $33.79M in weekly net inflows, while Ethereum ETFs recorded $103.90M (July 24). Bitcoinâs seven-session streak ended with a $240.08M outflow on Friday (SoSoValue).
The Deadline Passed. Now What?
Where Crypto Capital Flows Meet Market Intelligence. đïž Tuesday, July 21, 2026 | Est. read time: 7 minutes Bitcoin ended the week near $64,250 (July 19) as softer June CPI failed to override Fed Chair Warshâs hawkish tone. Spot Bitcoin ETFs closed the week with $75.67 million (July 17) in net inflows despite Mondayâs $424.66 million (July 13) drawdown. The GENIUS Act stablecoin rulemaking deadline passed on July 18 with agencies still finalizing final texts.
8-Week Losing Streak. Over.
Where Crypto Capital Flows Meet Market Intelligence. đïž Tuesday, July 14, 2026 | Est. read time: 7 minutes Bitcoin and Ethereum ETFs snapped their longest losing streak on record, pulling in a combined $281.8 million for the week after eight straight weeks (week ending July 12) that drained $8.26 billion.
57K Jobs. Crypto's Comeback Week?
Where Crypto Capital Flows Meet Market Intelligence. đïž Tuesday, July 7, 2026 | Est. read time: 7 minutes Bitcoin rebounded to roughly $62,600-$63,000, up 4.5% on the week, after touching a 21-month low near $58,000 on Wednesday. June nonfarm payrolls printed just +57,000 versus 115,000 expected, closing the door on a near-term rate hike and reviving cut odds.
mNAV 0.99x: The Number that Matters
Where Crypto Capital Flows Meet Market Intelligence. đïž Tuesday, June 30, 2026 | Est. read time: 7 minutes Bitcoin closed near $60,000, down 6.3% on the week and roughly 52% from the October 2025 all-time high. May PCE printed 4.1% headline and 3.4% core on June 25, the hottest read since April 2023, triggering $1.26 billion in liquidations. Strategyâs enterprise mNAV broke below 1.0 on June 26 for the first time,severing the equity accretion channel for its 847,363-BTC treasury.
Warsh Kills 2026 Rate Cut Hopes
Where Crypto Capital Flows Meet Market Intelligence. đïž Tuesday, June 23, 2026 | Est. read time: 7 minutes Bitcoin closed at $64,012, down 0.6% as the Fed went hawkish and Digital Credit cracked. June 17 FOMC delivered a hawkish dot plot: 9 of 18 officials now project a 2026 hike; median dot rose to 3.8% from 3.4%. New Fed Chair Kevin Warsh dismantled forward guidance and announced five task forces to overhaul Fed operations.
Crypto Rallies on Peace Not Yet Inked
Where Crypto Capital Flows Meet Market Intelligence. đïž Tuesday, June 16, 2026 | Est. read time: 7 minutes Bitcoin closed the week at $64,385, up 4.0%, snapping a four-week losing streak after Trump declared the US-Iran war ended and the BTC ETF outflow streak broke. May headline CPI hit 4.2%, the highest reading since April 2023, and PPI surged to 6.5%, but markets shrugged off the in-line CPI print.