One-liners across all four coverage areas: Treasury Companies, Diversified Crypto, Bitcoin Mining, and Macro & Crypto FX.
Bitcoin broke below $60K as four pressures hit simultaneously. Ethereum fell 67% from its August highs. Zcash lost $3 billion in market cap after a four-year-old vulnerability was discovered by an AI. Arthur Hayes dumped NEAR, then Worldcoin, one day after saying he'd hold. A $700 million Hyperliquid unlock and a simultaneous FCA ban torched HYPE in a single session. TON's sharding upgrade caused a six-hour network outage. Sui's gas bug triggered a mainnet stall. CEA Industries faces delisting. Bitdeer lost its COO, CBO, and CFO in the same week.
The handful of winners, Robinhood, Galaxy Digital, IREN, survived on company-specific catalysts strong enough to override the macro. Everything else sold off.
Thirty-two assets. One brutal week. The full breakdown is below.
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