Bitcoin’s quantum risk is an upgrade pathway, not a doomsday clock, says Bernstein

Bernstein argues quantum computing is a solvable Bitcoin upgrade cycle. Expect Strategy, BlackRock, and Fidelity to help coordinate security, key rotation, and wallet migration.

Iran Opens Bitcoin Option for Hormuz Transit Tolls, Eyes Fees Up to $2M per Ship

Iran will accept bitcoin and other crypto for Strait of Hormuz transit fees, with charges reportedly up to $2M per vessel amid a fragile ceasefire. Here’s the strategic read.

XFUNDS launches NGHT: a time‑segmented ETF chasing bitcoin’s night moves and parking in Treasuries by day

XFUNDS’ NGHT ETF targets bitcoin’s overnight volatility, then rotates into short-duration Treasuries during U.S. market hours—aiming to harvest a time‑of‑day crypto factor with lower daytime risk.

Morgan Stanley’s MSBT Bitcoin ETF Debuts With $34M In Volume, Beating Expectations

Morgan Stanley’s MSBT Bitcoin ETF opened with $34M in first-day trading, topping a $30M estimate. Here’s what that print really signals about demand, liquidity, and distribution.

Bitcoin Depot hack exposes the real risk: hot wallet float, not malware

Bitcoin Depot says 50.9 BTC (~$3.7M) was drained from company wallets. The lesson isn’t novel: crypto ATMs live or die by hot wallet discipline and float controls.

Cango Dumps 2,000 BTC, Drives Cost per Coin to $68K as It Primes an AI Compute Pivot

NYSE-listed Bitcoin miner Cango cut its cost per BTC to $68,216, sold 2,000 BTC (~$143M) to reduce loans to $30.6M, and plans to redeploy savings into AI compute while holding 1,025.69 BTC.

Bitcoin Depot Reports $3.665M BTC Loss After Settlement-Account Credential Breach

Bitcoin Depot says attackers stole 50.9 BTC ($3.665M) after compromising settlement-account credentials on Mar. 23. Customer platforms weren’t impacted; shares rose 15% before easing.

Ceasefire Bounce Sends Bitcoin Higher as Morgan Stanley’s Low-Fee ETF Hits NYSE; FDIC Outlines Bank Stablecoin Playbook

Bitcoin jumps on a two-week Iran ceasefire while Morgan Stanley launches a 0.14% spot BTC ETF. FDIC unveils bank stablecoin rules; SEC teases “Reg Crypto.” Key movers and flows inside.

Adam Back Again Rejects Satoshi Claim After NYT Probe — The Real Fault Line Is Stylometry

After an 18-month NYT probe named him Satoshi, Blockstream CEO Adam Back says he isn't Bitcoin’s creator. The case leans on writing analysis—here’s why that thesis is weak.

Cloudflare Sets 2029 Deadline for Post‑Quantum Authentication, Raising Bitcoin Signature Risk

Cloudflare will harden its platform against quantum attacks by 2029, prioritizing authentication. Here’s why signatures—not encryption—are the squeeze point for Bitcoin and the web.