Jerome Althaus
Stablecoin policy analyst and CBDC researcher. Reads every central bank white paper, tracks every stablecoin reserve attestation, and treats the GENIUS Act like a living document. Former Treasury Department contractor.
Articles by Jerome Althaus
Bitcoin's $81,500 Line: Why the ETF Cost Basis Is the Only Number That Matters
Bitcoin dropped 3% as stocks fell on Trump's Iran comments, and the price landed right on the spot ETF complex's blended cost basis of roughly $81,500. That's not a coincidence, it's the level where the marginal holder stops being a buyer. Here's the mechanics, the stablecoin tell, and what I'd actually do with it.
Irish Drug Lords' $41 Million Bitcoin Stash Moved to Coinbase Prime Again, and Compliance Desks Should Be Paying Attention
A $41 million Bitcoin balance tied to Irish drug trafficking just hit a Coinbase Prime deposit address for the third time since July. The coins never really disappeared. And that's the whole point.







