SpaceX’s position is now the fourth-largest known corporate bitcoin holding behind Strategy, Marathon Digital, and Riot Platforms.

CoinDesk reported last month that SpaceX had filed for an IPO that would disclose the bitcoin position in public filings for the first time, potentially forcing a fair-value accounting decision under the new FASB rules that took effect in late 2025.

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Encryption Supremacy - Zcash and Privacy in the Age of Scale

Most crypto privacy models weaken as blockchain data grows. Encryption-based models like Zcash strengthen. CoinDesk Research maps the five privacy approaches and examines the widening gap.

Why it matters:

As blockchain adoption scales, the metadata available to machine learning models scales with it. Obfuscation-based privacy approaches are structurally degrading as a result. This report provides a comprehensive comparison of all five major crypto privacy architectures and a framework for evaluating which models remain durable as AI capabilities improve.

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Profit/Loss Ratio (Glassnode)

On-chain data points to easing selling pressure, with realized losses falling and spot markets shifting toward net buying.

What to know:

  • Realized losses on bitcoin have dropped to around $400 million per day from peaks of $2 billion, suggesting diminishing forced selling.
  • The profit-to-loss ratio has risen to 1.4, indicating that realized profits now outweigh losses as market conditions improve

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