Capital B's 69.5 million euro first-half loss is 97% a non-cash Bitcoin impairment of 67.5 million euros. The Paris-listed company raised $30 million in the half and holds 3,538 BTC, up 25% since January. The loss line says little about cash.
Perspective Coverage
3 publishers
- Builder
- Builder 8%
- Operator
- Operator 32%
- Investor
- Investor 60%
Reality
- Evidence74
- Adoption
- Not scored
- Hype gap+12
- Incentives55
- Confidence72
The attackers who drained 4,000 BTC from Liquid handed back 3,400 after the patch and kept 598.5. Blockstream puts about $47 million on that hold and says it will trace the coins instead of paying.
Perspective Coverage
7 publishers
- Builder
- Builder 24%
- Operator
- Operator 43%
- Investor
- Investor 33%
Reality
- Evidence72
- Adoption
- Not scored
- Hype gap+10
- Incentives62
- Confidence68
SEC approval of Cboe BZX rules on Oct. 2 opens a listing path for Volatility Shares funds that aim to triple daily Bitcoin and Ether futures returns. Shares cannot trade until a separate S-1 registration takes effect, and that step decides when brokers can offer them.
Perspective Coverage
6 publishers
- Builder
- Builder 7%
- Operator
- Operator 35%
- Investor
- Investor 58%
Reality
- Evidence78
- Adoption5
- Hype gap+25
- Incentives50
- Confidence74
Coldcard owners who held their own keys lost over $100 million to a firmware bug
Coinkite's Coldcard firmware skipped its hardware random number generator, letting attackers brute-force seeds and drain over $100 million in bitcoin. Liquid's later $320 million drain adds node software to the code a bitcoin holder has to trust.
Reality
- Evidence38
- Adoption
- Not scored
- Hype gap+30
- Incentives
- Not scored
- Confidence42
Adam Back's 7.6 million euro tranche took him to 17.64% of the ordinary shares, and the placement it sat in priced above Capital B's own at-the-market print, a premium more typical of ordinary financing than of discounted rescue money.
Reality
- Evidence68
- Adoption30
- Hype gap+40
- Incentives62
- Confidence64
Blockstream pauses Liquid after $320 million exploit, tries to reach hackers onchain
The withdrawal cleared every control the Liquid Federation actually operates, which is why an 11-of-15 quorum released the bitcoin in 23 minutes. Recovery now depends on whoever holds the coins answering an email address.
Reality
- Evidence62
- Adoption
- Not scored
- Hype gap+20
- Incentives55
- Confidence55
buildOne report1 publisher A $300 solver bill leaves CAPTCHA at 5% of a credential run's cost of goods
The 5% comes from one dev.to post's worked example, and it holds only if an attacker's hit rate against your login is near 0.3% and a stolen account resells near $20. At a 0.03% hit rate the same bill is half of revenue.
Reality
- Evidence22
- Adoption
- Not scored
- Hype gap+52
- Incentives58
- Confidence30
Capital B bought its latest 376 bitcoin at 23 per cent below its own cost basis
A Paris-listed company holding 3,521 coins says it wants one per cent of all Bitcoin, and the distance between those two numbers is the story the Euronext turnover ranking is being asked to carry.
Reality
- Evidence30
- Adoption36
- Hype gap+55
- Incentives70
- Confidence38
Remixpoint sells four altcoins worth 4.5% of its crypto book to become bitcoin-only
Buyers in Japan, France, the UK and Dallas all added bitcoin in the same week; the Singapore name in the group sold its whole stack this year to repay $8.5m of debt, which is what a forced seller looks like.
Reality
- Evidence48
- Adoption63
- Hype gap+37
- Incentives72
- Confidence52
Bitcoin's cross-layer plumbing had one supplier, and the stand-in is still invite-only
Blockstream opened a beta of its atomic swap service a week after Boltz went dark. General availability has no date, and wallet teams are the ones carrying that gap.
Reality
- Evidence44
- Adoption19
- Hype gap+27
- Incentives68
- Confidence52