Research grade Scenarios & risks

Weekly Deep Dive

Background, verified data, multiple perspectives, scenarios and risks.

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Oct 5–11, 2026 · Weekly Deep Dive

The Steadiest Buyer: What BitMine's 5% Hard Cap Ends

On October 7, 2026, at the TOKEN2049 conference in Singapore, BitMine Immersion Technologies chairman Tom Lee said the company will stop buying ether once its holdings reach 5% of circulating supply. “That's a hard cap,” he said. “We're not…

Published Oct 12, 2026

Previous editions

Older issues, kept online exactly as published.

Sep 28–Oct 4, 2026 · Weekly Deep Dive

The Exit Queue Shock: What 850,000 ETH Exiting Actually Means

Published Oct 5, 2026
Sep 21–27, 2026 · Weekly Deep Dive

The 39-Basis-Point Week: What Just Happened to Staking Yield

Published Sep 29, 2026
Sep 14–20, 2026 · Weekly Deep Dive

8.4M ETH on the Move: What Lido's CMv2 Consolidation Actually Changes

Published Sep 20, 2026
Sep 7–13, 2026 · Weekly Deep Dive

The Queue Flips: 2.66M ETH Is Now Waiting 46 Days to Leave

Published Sep 15, 2026
Aug 31–Sep 6, 2026 · Weekly Deep Dive

The Empty Exit Queue: 2.07M ETH Is Waiting 36 Days to Earn Less Than Cash

Published Sep 7, 2026
Deep Dive · Aug 31 · Weekly Deep Dive

The Hawk at Jackson Hole: What Warsh's Debut Means for Staked ETH

Published Aug 31, 2026
Deep Dive · Aug 27 · Weekly Deep Dive

The Quiet Squeeze: Why stETH Yields Fell From 2.51% to 2.17%

Published Aug 27, 2026

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