Bitcoin Markets and Investment Analysis by Steven Lubka
Hack strikes Brazil's largest crypto exchange, Steven Lubka notes
Brazil's largest cryptocurrency exchange has experienced a hack, according to a post by Steven Lubka. Lubka added that while the breach is significant, its scale is smaller than the previous ...
Steven Lubka: Bitcoin described as less speculative and volatile than Intel Corporation
Steven Lubka described Bitcoin as less speculative and volatile compared to Intel Corporation. Lubka's statement suggests a preference for holding Bitcoin over Intel Corporation based on perceived ...
First ETFs deploy U.S. company dividends into Bitcoin, Steven Lubka notes
Two exchange-traded funds (ETFs) have launched that continuously invest dividends from top U.S. companies into Bitcoin. Steven Lubka shared this ...
Steven Lubka: Fed scheduled to hold FOMC meeting today as markets see 94% chance rates remain unchanged
The U.S. Federal Reserve is set to hold its FOMC meeting at 2 p.m. today, with markets indicating a 94% probability that there will be no change to interest rates. Steven Lubka noted that market ...
Bitcoin ranks near bottom in 2026 performance, Steven Lubka notes
Steven Lubka said Bitcoin is the second worst performing asset of 2026 and suggested that capital rotation could occur from managers who wanted to own Bitcoin but were unwilling to buy at the peak ...
Steven Lubka: Bitcoin shows relative strength as equities face a difficult day
Bitcoin is showing relative strength compared to equities on a day described as very difficult for stocks. Steven Lubka said it remains to be seen how Bitcoin will perform if the current sell-off ...
Yields drop as market breadth expands, Steven Lubka notes
Yields have fallen even as risk and AI-related assets experienced a sell-off, and market breadth has broadened out. Steven Lubka commented that there are healthy dynamics developing beneath the ...
Steven Lubka: Trezor ends reseller program after Ledger supply chain attack
Trezor has ended its reseller program following the recent supply chain attack involving Ledger. Steven Lubka described this as an obvious hardening step and suggested that more similar actions ...
Giving shares to children is part of modern markets, Steven Lubka notes
Steven Lubka argues that there should be no restrictions on American companies distributing shares freely to American children. He contends that any incentive for those children to support the ...
Steven Lubka: Bull case for Bitcoin tied to AI events at Pubkey
Steven Lubka highlights the growing connection between Bitcoin and the artificial intelligence sector as seen through Pubkey's increasingly popular AI events. According to Lubka, these gatherings ...
BlackRock supports AI boosting digital asset interest, Steven Lubka notes
Steven Lubka says BlackRock is actively supporting the thesis that artificial intelligence will increase demand for native digital assets. He also notes that David Bailey discussed this topic in ...
Steven Lubka: Bitcoin is entering a new bull market phase
Steven Lubka observes that mainstream aggregator accounts are now posting that Bitcoin is in a new bull market. This indicates wider recognition of a positive trend in the cryptocurrency's market ...
Yahoo Finance limits crypto update visibility, Steven Lubka notes
Steven Lubka points out that Yahoo Finance has a policy that restricts the sharing of updates related to Bitcoin and cryptocurrencies. He notes that this limitation also affects information ...
Steven Lubka: Discusses impact of AI on Bitcoin
Steven Lubka recorded a conversation with Rob Wallace focused on artificial intelligence and its significance for Bitcoin. The discussion explored the relationship between AI technology and the ...
White hats remove majority of Bitcoin from Liquid network bridge, Steven Lubka notes
Steven Lubka reports that individuals described as white hats have taken almost all of the Bitcoin from the Liquid network bridge. This comment highlights a significant movement of assets on the ...
Steven Lubka: Bitcoin inflows surpass half of gold inflows last week
Steven Lubka highlights that Bitcoin received more than half the inflows that gold attracted over the last week. He notes this development is among the first significant instances of Bitcoin ...
Bitcoin community gets strong marks, Steven Lubka notes
Steven Lubka gave the Bitcoin community a B+ grade, remarking that it was close to achieving an A. His brief comment highlights his positive assessment of the community's ...
Steven Lubka: Will equity, debt and derivatives exist on a full Bitcoin standard
Steven Lubka poses a question about the financial system under a full Bitcoin standard. He asks whether traditional instruments like equity, debt, and derivatives would continue to exist if ...
Apple sought lower memory prices from CXMT and was declined, Steven Lubka states
Steven Lubka reports that Apple approached Chinese memory chip manufacturer CXMT in an attempt to secure lower memory prices. According to Lubka, CXMT rejected Apple's bid and countered with ...
Steven Lubka: Michael Burry went short semiconductors before major rally
Steven Lubka raises questions about Michael Burry's recent trading moves, highlighting that Burry reportedly missed the significant rally in hyperscaler stocks and took a short position in ...
Market sentiment turns bullish after Citadel’s purchase, Steven Lubka notes
Steven Lubka highlights that Citadel acquired Leopolds entire book, suggesting a shift in market dynamics. According to Lubka, the market now appears bullish and there may be opportunities to ...
