The Weekly Take
A weekly newsletter from CoinageReport
The Weekly Take
One argument a week on the number the industry is getting wrong — with every input traceable to the tracker, filing, or report it came from.
No predictions. No price targets. No sponsored takes. Every Friday morning.
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Every Friday, one argument. Every number sourced. Every source dated. Below are the three most recent editions — read one in full before you sign up.
14 August 2026
BlackRock Has Raised More Than Three Times Every Rival Combined
Spot Bitcoin ETFs took in $853.5 million last week and BlackRock’s IBIT accounted for 81% of it. Coverage treated that as the week’s caveat. Measured against the cumulative record, it is closer to the run rate.
7 August 2026
Crypto’s Most-Quoted Number Is the One Nobody Can Check
Bitcoin’s block concentration can be recounted by anyone. Exchange volume cannot be recounted by anyone. Only one of those two numbers runs the industry, and it is the wrong one.
31 July 2026
The Stablecoin Bill Doesn’t Open the Market — It Closes It
Congress is one floor vote away from giving stablecoins a federal rulebook, and the industry is treating it as a coronation. It isn’t. Read the mechanics rather than the press releases and this bill sets a compliance cost floor that only the largest issuers can clear.
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