Capital B posts wider H1 net loss of $78 million on bitcoin impairment charge

MSCI approves rules that could eject Strategy, Metaplanet from equity indexes

MSCI, a prominent global index provider, has given its approval to new rules that could lead to the removal of certain companies, notably MicroStrategy and Metaplanet, from its equity indexes. These rules, initially proposed in August, target companies whose primary function is to hold investments, deeming them ineligible for future index inclusion. This development is particularly significant for firms like MicroStrategy and Metaplanet, which have become well-known for their corporate strategy of accumulating substantial amounts of Bitcoin as their treasury reserve asset. By effectively transforming into publicly traded vehicles for Bitcoin exposure, these companies' business models could fall under the new definition of entities primarily existing to hold investments. The potential ejection from MSCI indexes could impact their stock performance, liquidity, and appeal to traditional institutional investors who often track or are restricted to investing in index-included companies. This move by MSCI reflects a re-evaluation of how index providers categorize and include companies with unconventional balance sheet strategies, especially those heavily invested in digital assets like Bitcoin.

Capital B reports $78M H1 loss driven by Bitcoin impairment charge

Capital B, recognized as Europe’s second-largest Bitcoin treasury, reported a $78 million loss in the first half of 2026. This financial setback was primarily driven by a substantial $75 million Bitcoin impairment charge. Despite the loss, the company managed to raise an additional $30 million in capital and subsequently increased its overall Bitcoin holdings by 11% during the same period.

Bitcoin Optech Newsletter #427

Bitcoin Optech Newsletter #427 details the disclosure and fixes for two denial-of-service (DoS) vulnerabilities in Eclair v0.14.0 and earlier, urging users to upgrade to v0.14.1. Erick Cestari posted the responsible disclosure to Delving Bitcoin. The first vulnerability, found by Matt Morehouse, was a race condition in the temporary_channel_id check during channel opening. An attacker could send multiple identical open_channel messages quickly, causing Eclair to create duplicate channel states for one ID, leading to memory leaks of about 1 MB per second until the node ran out of memory or CPU. The second vulnerability, found by Cestari, allowed bypassing Eclair’s limit on unconfirmed pending channels. Attackers could reuse a channel’s final channel_id as a temporary_channel_id for subsequent open_channel messages. The limiter would count the reused ID twice and drop both entries upon a new channel receiving its final ID, preventing the counter from rising while the number of memory-consuming pending channels grew unboundedly. The newsletter also mentions a proposed scheme for complex multi-round contracts within Lightning channels and regular updates on new releases and changes to popular Bitcoin infrastructure software.

Fun bitcoin origin story from Alex Bragin

MSCI finalizes index rules that put Strategy, crypto treasury firms at risk of exclusion

Russia Will Soon Ban Peer-to-Peer Bitcoin Trading, Central Bank Confirms

Bitcoin’s Volatility Has Fallen Within S&P 500 Ranks, Study Shows

A new study conducted by Grayscale research highlights a significant development in Bitcoin's market behavior. The findings indicate that Bitcoin's realized volatility has now fallen within the range typically observed among a selection of stocks listed in the S&P 500. This suggests an increasing stability for the digital asset, potentially placing its short-term price movements in a similar league to established traditional equities.

Boom or Bust, Bitcoin Wins the AI Trade, Bitwise CIO Says

US Hoovers up Bitcoin While the World Runs on Its Digital Dollars: Report

A report from Chainalysis indicates that the United States is actively accumulating Bitcoin, demonstrating a strong tendency towards "HODLing." This trend is highlighted against a backdrop where, globally, digital versions of the U.S. dollar are becoming more prevalent. The article, published by Bitcoin Magazine and authored by Mathew Di Salvo, underscores the significant Bitcoin holdings within the U.S. based on the research findings.

Live from TabConf 8 | SNL #246

Biggest Channel Opened Today (2.3 BTC) + New Node Spotlight (0299ab287714774fb…)

The article title focuses on a significant development within the Bitcoin Lightning Network: the opening of a new payment channel with a substantial capacity of 2.3 BTC, indicating growth in network liquidity and transaction potential. Furthermore, it announces a 'New Node Spotlight,' suggesting the article likely details a specific new node operator or participant, potentially covering their contribution, operational setup, or impact on the network's decentralization and robustness. This highlights ongoing expansion and maturation of the Lightning Network infrastructure. However, the provided article content was truncated to '(truncated): Comments,' preventing a detailed summary of the actual body text.

FULL INVESTIGATION: News 4 finds El Reno Bitcoin mine tied to second OKC site

News 4 has conducted a full investigation into a Bitcoin mining operation situated in El Reno, uncovering a significant connection to a second site located within Oklahoma City. The report aims to detail these ties and potential implications for the local Bitcoin ecosystem or operational aspects of the mine. While the specific findings and depth of the investigation are not available in the provided truncated content, the article's focus is clearly on the physical infrastructure and local footprint of Bitcoin mining operations.

CleanSpark and BitFuFu see bitcoin production slip in September as Canaan remains flat

CleanSpark has announced it will cease publishing monthly Bitcoin mining reports. Meanwhile, fellow mining entity BitFuFu is navigating considerable uncertainty surrounding its operational agreement in Ethiopia, which may have implications for its mining activities.

Ledger Says Organized Crime Group Spent Millions Targeting Hardware Wallet Users

Bitcoin Briefly Slides Below $80,000 On More Hot Inflation Data

Bitcoin slips under $80K after US PPI gains most in four years

Bitwise CIO argues bitcoin will benefit whether AI booms or busts

Latin America’s MSTR: How OranjeBTC is Running the Saylor Playbook in Brazil | Gui Gomes

The article from Bitcoin Magazine introduces OranjeBTC, a company in Latin America, specifically Brazil, that is adopting a Bitcoin strategy inspired by Michael Saylor's MicroStrategy playbook. OranjeBTC CEO Gui Gomes emphasizes Bitcoin's strength as collateral, detailing the mechanics of BTC-backed loans. The piece further explores the state of Bitcoin adoption within Brazil and discusses the broader implications for Bitcoin's potential to achieve global reserve status.

Charles Edwards: Why Quantum Risk Could Be MASSIVE BTC Upside Catalyst

Charles Edwards identifies several significant catalysts poised to propel Bitcoin to new all-time highs. Among these, he highlights the potential impact of quantum risk as a massive upside driver for BTC. Other crucial factors include shifts in Federal Reserve policy, increasing government adoption of Bitcoin, and the continuous influx of institutional capital into Bitcoin ETFs.

Wellington-Altus’ James Thorne: Bitcoin “Supercycle” has Begun

James Thorne of Wellington-Altus posits that Bitcoin has entered a generational 'supercycle.' He attributes this shift to changing market structures, which, in his view, signify the conclusion of the traditional four-year Bitcoin market cycle. This perspective, detailed in an article on Bitcoin Magazine by Patrick Green, suggests a new phase for Bitcoin's market dynamics.

Troy Cross: Number Go Up – The Solution to Bitcoin’s Marketing Problem?

Troy Cross, in an article from Bitcoin Magazine, proposes that the 'Number Go Up' phenomenon might be the answer to Bitcoin's marketing problem. The article delves into whether Bitcoin can effectively separate money and state, with Cross arguing that Bitcoin serves as a crucial check on the practice of endless currency printing, thereby acting as a safe haven. He also suggests that the academic community will likely be among the last to embrace Bitcoin.

From P2P to elite settlement layer: is the 21M cap building a new aristocracy?

I'm Becoming a Sommelier of Bitcoin Events – And It's the Coolest Side Gig Ever