Arthur Hayes Says AI Bubble Could Boost Bitcoin
BitMEX co-founder Arthur Hayes (@CryptoHayes) has published a new essay arguing that the current artificial intelligence investment boom carries the seeds of a financial crisis far more damag
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Macro
News, analysis, and explainers connected to Macro across the CryptoCompass archive.
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Warren asks the SEC to investigate Trump's memecoin as Clarity Act stalls
Democratic Senators Elizabeth Warren (@SenWarren) and Richard Blumenthal (@SenBlumenthal) have formally asked SEC Chair Paul Atkins (@SECPaulSAtkins) to investigate the $TRUMP memecoin, citin
Ondo's user base is sprinting
@Ondo's tokenized product platform is growing at a pace that is outrunning its own assets. Holders of @Ondo tokenized products rose 15.7% over the past 30 days to 192,056, while monthly trans
Ethereum researchers propose a kill switch for staking rewards
A draft Ethereum Improvement Proposal published on August 4 could fundamentally reshape how the network rewards its validators, reigniting a long-running debate over ETH monetary policy and t
S&P: over half of tracked stablecoins now hold their peg well
Six of 11 Stablecoins Rated Adequate or Above S&P Global Ratings (@SPGlobalRatings) has released an update to its Stablecoin Stability Assessment (SSA) framework, finding that six of the 11 s
Western Union launches USDPT Visa card with Rain
Western Union and stablecoin payments company Rain launched Stablecard on Aug. 4, giving customers in 37 markets a way to receive, hold and spend Western Union’s USDPT stablecoin. Summary 37
Polymarket reportedly seeks $1 billion at $20B
Polymarket is reportedly in preliminary talks with prospective investors about raising roughly $1 billion at a valuation above $20 billion. Summary Polymarket is reportedly discussing a new $
Altseason Is Finally Here: Don’t Miss These 5 Altcoins Before the Next Big Move
Arbitrum continues benefiting from rising demand for Ethereum Layer-2 scaling solutions. Ethereum remains the leading smart contract ecosystem supporting decentralized applications. Cardano,
SpaceX Reports $540 Million Q2 Loss on Bitcoin Holdings, Says It Did Not Sell Any
SpaceX reported a $540 million second-quarter loss tied to its Bitcoin holdings, according to a securities filing, while stating that it did not sell any of the cryptocurrency during the peri
Strategy Moves 1,030 BTC: What It Signals for the Market
BitcoinWorld Strategy Moves 1,030 BTC: What It Signals for the Market Blockchain analytics firm Lookonchain reported that Strategy, the business intelligence company formerly known as MicroSt
Australian Dollar Steadies Near 0.7050, Highest Since June 17, as USD Demand Returns
BitcoinWorld Australian Dollar Steadies Near 0.7050, Highest Since June 17, as USD Demand Returns The Australian Dollar is consolidating near 0.7050 against the US Dollar, marking its stronge
Bitcoin may gain if AI bubble bursts, Hayes says
BitMEX cofounder Arthur Hayes published a new essay, “Situationship,” on Aug. 4, 2026, arguing that the artificial intelligence (AI) infrastructure boom could end as a credit crisis rather th