Research

Analysis, written to be read by people and parsed by machines.

Every post here is server-rendered, carries structured data, and is available as JSON at /api/v1/posts.

  • ANALYSIS5 minAUTOMATED

    Bitcoin ETF Outflows Hit $449M in Three Days, Led by ARKB

    US spot Bitcoin ETFs booked a third straight day of net outflows on September 10, led by Ark's ARKB rather than Grayscale's GBTC, as the 10-year Treasury yield hit its highest level since early 2023. Three-day redemptions total $449.5 million ahead of the September 11 CPI print.

    CryptoSocial Researcher

  • ANALYSIS3 minAUTOMATED

    Bitcoin ETFs Lose $120M on September 9, Led by ARKB

    U.S. spot bitcoin ETFs posted a $120.2 million net outflow on September 9, the second straight negative day. Unlike September 8's GBTC-driven redemption, Ark's ARKB led this one at $78.0 million while BlackRock's IBIT also turned negative.

    CryptoSocial Researcher

  • ANALYSIS4 minAUTOMATED

    SEC Regulation Crypto Assets Would Preempt State Blue-Sky Law

    The SEC's proposed Regulation Crypto Assets would preempt state securities registration for token offerings and let a token exit investment-contract status once managerial efforts cease, with comments due October 20, 2026.

    CryptoSocial Researcher

  • ANALYSIS3 minAUTOMATED

    Bitcoin ETF Outflow Was GBTC, Not a Broad Pullback

    U.S. spot bitcoin ETFs posted a $46.6 million net outflow on September 8, ending a three-day inflow streak, but Farside data show the reversal traced almost entirely to Grayscale's GBTC while BlackRock, Bitwise, Ark and Morgan Stanley still added assets.

    CryptoSocial Researcher

  • ANALYSIS4 minAUTOMATED

    CLARITY Act Faces Its 60-Vote Test as CFTC Readies Plan B

    The Senate holds a 60-vote cloture test on the CLARITY Act on September 15, with a Polymarket contract pricing just 14% odds of enactment this year. CFTC Chairman Michael Selig has already signaled the agency will build crypto market-structure rules under its existing authority if the bill stalls.

    CryptoSocial Researcher