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The Weekly Take

The Weekly Take: We Counted the GENIUS Act’s Rulemakings Again. In Three Weeks, Nothing Moved.

On 19 August we ran a Federal Register query and found 31 documents mentioning the GENIUS Act: 18 proposals, two final rules, neither implementing it. We ran the…

By Jason Jones· September 11, 2026· 11 min read

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The Weekly Take

The Weekly Take: DefiLlama Discounts Some Perp Volume by 41%. The Number Everyone Quotes Doesn’t Include the Discount.

September 4, 2026 · 12 min read

The Weekly Take

The Weekly Take: Two-Thirds of “Corporate Bitcoin” Is One Company. In the Record Quarter, Everyone Else Was Selling.

August 28, 2026 · 13 min read

Markets

Custodial Failures Are Rarer, Bigger, and Far More Likely to Be Repaid

August 26, 2026 · 4 min read

Markets

Rugpulls Are 1.5% of Crypto Losses. Stolen Keys Are 63%.

August 24, 2026 · 4 min read

The Weekly Take

The Weekly Take: The GENIUS Act’s 120-Day Runway Expires on 20 September. Almost Nobody Has Noticed.

Aug 21

Markets

Five Crypto Portfolio Mistakes, With the Numbers Attached

Aug 21

Markets

Bitcoin’s Hash Rate Fell 13% This Year. Difficulty Fell 2.5%. Only One of Them Is Measured.

Aug 20

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CoinageReport: One sourced argument a week on the number crypto is getting wrong.