BitMEXResearch Flash News List | Blockchain.News
Flash News List

List of Flash News about BitMEXResearch

Time Details
2025-12-11
15:40
BTC UASF BIP-110 Update: ForkMonitor Flags BIP9 reduced_data Softfork Started at Block 927360

According to @BitMEXResearch, ForkMonitor is running the UASF BIP-110 v0.1 Release Candidate 1 and its alert shows the BIP9 reduced_data softfork status became started at Bitcoin block height 927360 as reported by the Bitcoin Knots 29.2 UASF BIP-110 v0.1 client; Source: x.com/BitMEXResearch/status/1999142307816186005 and forkmonitor.info/nodes/btc. For traders, this confirms at least one monitored node using a UASF client is reporting a started state for the reduced_data deployment, which can be independently verified on the ForkMonitor BTC nodes page; Source: forkmonitor.info/nodes/btc and x.com/BitMEXResearch/status/1999142307816186005.

Source
2025-12-11
15:22
BTC Perpetual Swaps Explained: Origin, Funding Rate, Leverage, and Trading Signals for 2025

According to @BitMEXResearch, a new long read by @izakaminska at The Blind Spot recounts how crypto's hottest derivative came to be and is recommended for traders to review, highlighting its market significance. source: BitMEX Research on X Dec 11 2025; The Blind Spot by Izabella Kaminska the-blindspot.com For trading context, the product in focus is the BTC perpetual swap, a no-expiry futures contract pioneered by BitMEX in 2016 that introduced funding rate payments to keep the contract aligned with spot prices. source: BitMEX Blog The Perpetual Contract 2016 blog.bitmex.com; BitMEX Docs Perpetual Contracts bitmex.com Actionable signal 1: sustained positive funding typically reflects crowded longs and potential mean-reversion risk, while negative funding signals short crowding; monitoring funding and open interest can help time entries and hedges in BTC perps. source: BitMEX Docs Funding Rate bitmex.com; Binance Futures Education funding rate guide binance.com Actionable signal 2: high available leverage in perps has historically amplified liquidation cascades, so traders should track liquidation metrics, insurance fund levels, and auto-deleveraging indicators during volatility. source: BitMEX Docs Leverage and Liquidation bitmex.com; BitMEX Insurance Fund resources bitmex.com

Source
2025-12-09
13:25
Bitcoin BTC 64 byte transaction vulnerability may mimic Merkle tree hash step, BitMEX Research explains exploit and proposed fix

According to @BitMEXResearch, a 64 byte Bitcoin transaction can be confused with an intermediate hashing step in Bitcoin’s Merkle tree because both are 64 bytes, creating a vulnerability that can be exploited (source: @BitMEXResearch on X, Dec 9, 2025). According to @BitMEXResearch, the research also reviews a proposed fix to prevent this ambiguity (source: @BitMEXResearch on X, Dec 9, 2025).

Source
2025-12-05
13:05
BitMEX Research Highlights 'The Bitcoin Standard' vs 'Human Action' Debate — 2025 Developer Sentiment Watch for Bitcoin (BTC) Traders

According to @BitMEXResearch, a Dec 5, 2025 post contrasts the accessibility of The Bitcoin Standard with the harder read Human Action, framing today’s Bitcoin developer economics reading as easier (source: @BitMEXResearch on X, Dec 5, 2025). The post provides no BTC price targets, on-chain metrics, exchange flow data, or protocol updates, indicating sentiment commentary rather than market guidance (source: @BitMEXResearch on X, Dec 5, 2025). The post links to Roger Ver’s 2019 tweet for context and introduces no new market information for BTC or development roadmaps (source: @BitMEXResearch on X; x.com/rogerkver/status/1119212864152064000).

Source
2025-12-05
12:53
BitMEX Research Revives Bitcoin Core Economics Debate: 2025 Impact for BTC Traders

According to @BitMEXResearch, the team resurfaced criticism that Bitcoin Core developers do not understand economics, citing an older post by Roger Ver to underscore ongoing ideological divides in Bitcoin governance (source: https://twitter.com/BitMEXResearch/status/1996925944259281103; source: https://x.com/rogerkver/status/1119212864152064000). For traders, this is a sentiment-led headline with no new Bitcoin Improvement Proposal, code change, or roadmap item referenced, indicating no direct protocol or fee-market catalyst at this time (source: https://twitter.com/BitMEXResearch/status/1996925944259281103; source: https://x.com/rogerkver/status/1119212864152064000). Monitor BTC order books, funding, and spreads for short-term reactions to governance discourse, but base decisions on verifiable signals since the cited content is opinion rather than a technical update (source: https://twitter.com/BitMEXResearch/status/1996925944259281103).

Source
2025-11-26
20:29
Bitcoin Knots Share Drops to 8.4% on Bitnod.es Data — BTC Node Client Composition Update

According to BitMEX Research, Bitnod.es data shows Bitcoin Knots’ share among live BTC node peers has declined to 8.4% as of Nov 26, 2025 (source: BitMEX Research on X citing Bitnod.es). According to BitMEX Research, this marks a drop since the site’s launch at the start of November 2025 (source: BitMEX Research on X).

Source
2025-11-25
18:28
Bitcoin BTC Fee Market Debate Reignites: 3 Key Takeaways From BitMEX Research on Spam, Filtering, and Censorship Resistance

According to @BitMEXResearch, the phrase spam doesn't exist is rhetorical shorthand emphasizing that block space should be allocated by fee markets and consensus-defined transaction validity, reinforcing Bitcoin's censorship resistance rather than denying the concept of spam. Source: BitMEX Research on X, Nov 25, 2025. @BitMEXResearch states that filtering is censorship is a warning that if filters work as proponents intend, the same mechanisms could be used to censor transactions, so filters should not be effective in that way. Source: BitMEX Research on X, Nov 25, 2025. For traders, this stance highlights that near-term transaction inclusion hinges on fee markets rather than content-based filtering, with implications for on-chain fee dynamics and miner revenue sensitivity to demand. Source: BitMEX Research on X, Nov 25, 2025.

Source
2025-11-20
10:38
3 Key Ways Running a Bitcoin Full Node Impacts Relay Policy, Consensus, and BTC Trading

According to @BitMEXResearch, tightening Bitcoin relay policy with your full node is unlikely to influence other nodes because it is hard to stop data flowing across the internet, source: @BitMEXResearch, X, Nov 20, 2025. According to @BitMEXResearch, loosening relay policy can materially increase your node's influence on transaction propagation and the effect scales with peer count, which is relevant for desks seeking broader broadcast of BTC transactions, source: @BitMEXResearch, X, Nov 20, 2025. According to @BitMEXResearch, for enforcing consensus rules, whether your node matters depends on its economic weight rather than its mere presence, guiding traders to focus on the economic context of their own validation, source: @BitMEXResearch, X, Nov 20, 2025. According to @BitMEXResearch, the core takeaway is that running a node primarily safeguards your own view of the chain rather than steering the wider network, a practical point for BTC settlement assurance and counterparty risk checks, source: @BitMEXResearch, X, Nov 20, 2025.

Source
2025-11-20
10:25
BitMEX Research Discloses $6.7 Million Research Budget on X — Trader Alert and Next Steps

According to BitMEX Research, the research budget for the referenced project totaled $6.7 million; traders should review the linked X thread to identify the underlying report before incorporating any findings into their trading process. Source: BitMEX Research on X, Nov 20, 2025: https://twitter.com/BitMEXResearch/status/1991452836778111320

Source
2025-11-14
17:53
BitMEX Research: MicroStrategy (MSTR) using treasury-like debt to buy more Bitcoin (BTC) — 3 trading takeaways

According to @BitMEXResearch, MicroStrategy (MSTR) previously sold equity at a premium to fund Bitcoin (BTC) purchases and is now pursuing debt issuance to buy more BTC, structuring the debt to resemble the risk profile of short-duration U.S. Treasuries, source: @BitMEXResearch on X, Nov 14, 2025. According to @BitMEXResearch, traders should monitor potential near-term BTC spot demand tied to any debt-funded accumulation by MSTR and related beta sensitivity in MSTR versus BTC around issuance and deployment timelines, source: @BitMEXResearch on X, Nov 14, 2025. According to @BitMEXResearch, fixed-income desks should watch pricing versus short-duration Treasuries, investor reception, and settlement timing as key datapoints for gauging the scale and pace of BTC purchases by MSTR, source: @BitMEXResearch on X, Nov 14, 2025.

Source
2025-11-14
17:26
Stretch (STRC) Explained: BitMEX Research Reviews Novel MSTR Debt Instrument With Monthly Dividend Adjustments for Price Stability

According to @BitMEXResearch, a new research article examines Stretch (STRC), a novel MSTR debt-type instrument designed for price stability by varying its dividend rate each month based on the debt’s market price, source: BitMEX Research tweet on Nov 14, 2025 https://twitter.com/BitMEXResearch/status/1989384339151622414. The mechanism explicitly ties the monthly dividend rate to STRC’s market price to maintain stability, source: BitMEX Research tweet on Nov 14, 2025 https://twitter.com/BitMEXResearch/status/1989384339151622414. BitMEX Research linked the full article for more details on STRC’s structure and design, source: BitMEX Research tweet on Nov 14, 2025 https://twitter.com/BitMEXResearch/status/1989384339151622414 https://t.co/IVcQJbX2TU.

Source
2025-11-14
15:27
BitMEX Research Calls NFTs Bad Investments: 4 Clear Signals for BTC Traders

According to @BitMEXResearch, they have not studied NFTs in depth and have limited interest, emphasizing that NFTs are generally bad investments, source: @BitMEXResearch on X, Nov 14, 2025. They add that NFTs being put on Bitcoin is not a concern for them and that critics should ignore NFTs rather than push for restrictions, source: @BitMEXResearch on X, Nov 14, 2025. They state NFTs will fall in value and see no point in technical measures to deter or prevent NFTs, signaling a clearly bearish stance on NFT valuations that traders tracking Bitcoin-based NFT activity should note, source: @BitMEXResearch on X, Nov 14, 2025.

Source
2025-11-14
15:08
Bitcoin NFT Market Update (Nov 14, 2025): Top 10 Median Prices Down 36.7% Since Aug 27 and 96.9% From Peak; BTC -14% in USD

According to @BitMEXResearch, since Aug 27, 2025, the median price of the top 10 NFTs on Bitcoin fell 36.7%, marking a continued drawdown in the segment traders track for momentum and risk management (source: BitMEX Research, Nov 14, 2025). According to @BitMEXResearch, the median is down 96.9% from the peak, underscoring severe value compression across leading Bitcoin NFT benchmarks that affects entry/exit planning (source: BitMEX Research, Nov 14, 2025). According to @BitMEXResearch, BTC declined 14% in USD over the same period, which mechanically amplifies USD-denominated losses for Bitcoin NFT holdings relative to native pricing (source: BitMEX Research, Nov 14, 2025).

Source
2025-11-13
18:25
MSTR trades at 20% premium to BTC holdings: BitMEX Research says enterprise value is 76 billion dollars, not a discount Bitcoin proxy

According to @BitMEXResearch, MicroStrategy’s enterprise value is about 76 billion dollars (market cap plus debt), roughly 20% above the market value of its Bitcoin (BTC) holdings (source: @BitMEXResearch on X, Nov 13, 2025). This means MSTR trades at a premium to its BTC treasury and is not a discount Bitcoin proxy at current prices (source: @BitMEXResearch on X, Nov 13, 2025). @BitMEXResearch states that only if enterprise value drops below the market value of its Bitcoin should MSTR be considered at a discount to BTC (source: @BitMEXResearch on X, Nov 13, 2025).

Source
2025-11-13
18:17
MSTR Trades at Discount to Bitcoin (BTC): BitMEX Research Highlights 55% Slide vs BTC +5% — Relative-Value Setup for Traders

According to BitMEX Research, since their prior post, MSTR is down 55% while Bitcoin (BTC) is up 5%, marking a sharp negative divergence between the stock and the underlying crypto benchmark. Source: BitMEX Research on X, Nov 13, 2025. According to BitMEX Research, MSTR now trades at a discount to the value of its underlying Bitcoin, indicating a negative premium relative to direct BTC exposure. Source: BitMEX Research on X, Nov 13, 2025. According to BitMEX Research, the existence of a discount makes the MSTR versus BTC spread the key trading variable to monitor, with outcomes hinging on whether the discount narrows or widens from here. Source: BitMEX Research on X, Nov 13, 2025. According to BitMEX Research, the central question for market participants is what strategy to apply now that MSTR is below its implied Bitcoin value, underscoring a potential relative-value focus between long MSTR and BTC exposure. Source: BitMEX Research on X, Nov 13, 2025.

Source
2025-11-13
15:47
Bitcoin BTC Historical Email Shows Steven Sinofsky 50 Percent Gain at USD 700 in 2013, U.S. House Oversight Source

According to @BitMEXResearch, citing the United States House Committee on Oversight, a 22 Nov 2013 email to Jeffrey Epstein shows Steven Sinofsky noting a 50 percent gain on his Bitcoin position when BTC traded around USD 700. Based on that disclosure reported by @BitMEXResearch from the House Committee on Oversight, the implied entry price is roughly USD 467.

Source
2025-11-07
18:23
Zcash (ZEC) vs Bitcoin (BTC): All-Time High Was 3,300 BTC per ZEC — About $340M Per Coin, Says BitMEX Research

According to BitMEX Research, Zcash (ZEC) has rallied recently. According to BitMEX Research, the all-time high in BTC terms was about 3,300 BTC per ZEC, which is roughly $340,000,000 per coin at today’s BTC price, highlighting a large gap from current market levels according to BitMEX Research.

Source
2025-11-07
13:29
Bitcoin (BTC) Transaction Relay Filters Are Unsustainable: BitMEX Research Shows Small Node Minority Can Undermine Censorship

According to BitMEX Research, setting up their own nodes and connecting to many peers was relatively easy, demonstrating that a tiny minority of node runners can undermine incentive-incompatible transaction relay filters (source: BitMEX Research). According to BitMEX Research, these relay filters are proving unsustainable, analogous to the economically unsustainable surplus block capacity observed from 2009 to 2015 (source: BitMEX Research). According to BitMEX Research, traders should note that practical attempts at relay-layer censorship can be bypassed, making relay policy an unreliable tool for shaping Bitcoin transaction propagation and a risk factor to monitor when evaluating on-chain activity (source: BitMEX Research).

Source
2025-11-07
13:24
Bitcoin Network Update: Bitnod.es Shows 1,576 Live BTC Node Peers and Rising — Trading Snapshot

According to BitMEX Research, Bitnod.es now reports 1,576 live Bitcoin node peers and climbing as of Nov 7, 2025 (source: BitMEX Research). The figure reflects the current live BTC node peer count visible via Bitnod.es as reported in the update (source: BitMEX Research).

Source
2025-11-06
20:11
BitMEX Research: 'Anti‑Spam' Chains May Attract More Spam; BCH vs BTC Volume Gap Signals Trading Risk

According to @BitMEXResearch, so‑called anti‑spam chains are likely to attract the most spam, inflating on‑chain activity metrics that traders often use for momentum and fee‑sensitivity signals; source: @BitMEXResearch, Nov 6, 2025. According to Coin Metrics network data, Bitcoin Cash (BCH) has historically processed fewer transactions than Bitcoin (BTC), supporting the comparison noted by @BitMEXResearch and highlighting the risk of misreading demand on lower‑usage chains; source: Coin Metrics network data, 2024; @BitMEXResearch, Nov 6, 2025.

Source