Key points to remember:
- Morgan Stanley’s low fees Bitcoin ETFs has intensified fee pressure in 2026 and could attract more BTC request.
- Starkware proposed quantum security bitcoin transfers now, pointing to upcoming tests on fees and scale.
- Scott Bessent supported the Clarity Act as Bitmine hit the NYSE with a $4 billion buyout, boosting the United States. crypto momentum.
REVIEW OF THE WEEK
Low-Fee Morgan Stanley Bitcoin ETFs Sparks fee war among issuers, analyst says
Lower Bitcoin ETFs fees are accelerating competition and putting pressure on margins as Morgan Stanley undercuts rivals, signaling potential… Learn more
Editor’s comment:
Amy Oldenburg, head of emerging markets equities at Morgan Stanley, said the bank’s new spot Bitcoin ETFs The launch yielded their “best first day of trading for any of our ETFs.” Given the size of Morgan Stanley’s assets under management, this is an undeniably positive development for Bitcoin.
No consensus change needed: Starkware CPO builds Quantum-Safe Bitcoin Transactions from existing rules
A Bitcoin Starkware researcher and executive released a work plan this week that creates new bitcoin transactions are now quantum secure… Learn more
Editor’s comment:
There are still questions surrounding the scalability, fees, and vulnerability of legacy wallets, but it’s fantastic to see the developer community react to the quantum threat, even if Samson Mow calls it “”nothing hamburger.”
Treasury Secretary Pushes Clarity Act to Secure America Cryptocurrency Market leadership
US Treasury Secretary Scott Bessent steps up calls for crypto legislation as SEC Chairman Paul Atkins and lawmakers line up… Learn more
Editor’s comment:
Bessent’s reiteration that financial innovation must be built on “American rails, supported by American institutions and denominated in American dollars” seems particularly striking. bullish not just for crypto, but for US stocks and stablecoins. It’s hard to imagine how a dollar-driven global Internet economy wouldn’t increase demand for dollars, Treasury bills, and U.S. stocks that are readily available to everyone.
Claude Mythos Insight: Anthropic’s Never-before-seen AI Cracked Linux and OpenBSD Bugs Humans Missed for Decades
The first-of-its-kind insight from Anthropic’s Claude Mythos autonomously identified thousands of high-severity zero-day vulnerabilities across all major operating systems… Learn more
Editor’s comment:
Jason Calacanis mentioned that the race for AI has now become an “existential” quest for national security due to the power of the technology, and in particular Mythos. Whichever world power masters it first can essentially hold the circle of power to establish world domination.
Bitmine debuts on NYSE with $4 billion buyback plan
Bitmine Immersion Technologies has listed on the New York Stock Exchange and expanded its share buyback program to $4 billion… Learn more
Editor’s comment:
BMNR is currently 687% off its all-time high, so a recovery from there could go into the history books. Bitmine now holds 4,803,334 ETH worth over $10.53 billion, and there are no plans to slow the accumulation. The second largest Ethereum treasury company, SharpLink, currently holds 868,699 ETH worth $1.9 billion.
