Derivatives
Banking
Outdated bank rules may keep crypto outside the banks now allowed to hold it
The Trump administration called Basel's 1,250% crypto weight anti-competitive, the EU kept it, and global banks are stuck building different products for different borders.
Analysis
Bitcoin price faces midweek squeeze that will decide whether $60,000 holds
May PCE prints Thursday and more than $10 billion in Bitcoin options settle the next morning, compressing two of the week's biggest catalysts into a single 24-hour window.
Analysis
Africa’s crypto crackdown is really a remittance revolution
Africa spent a decade banning crypto. Now Nigeria, South Africa, and Kenya are licensing it, building the world's first regulated stablecoin economy.
Derivatives
The market is moving toward a future where owning Bitcoin matters less than betting on what happens next
A $10 billion Bitcoin options expiry is turning a broad market shift into an immediate test for price discovery.
Analysis
Stablecoin regulation converts issuers into psuedo-banks while adding a barrier to entry for smaller players
Stablecoin regulation is giving issuers legal clarity, but compliance costs may leave the market to the biggest firms.
Adoption
Turkish lira stablecoins show why Europe’s regulated euro tokens may struggle
Zodia’s lira volumes show stablecoin demand follows payment friction, leaving Europe’s euro tokens with a user problem.
Analysis
Why a resilient jobs market keeps turning into a Bitcoin sell signal
With layoffs near historic lows and unemployment holding at 4.3%, the odds of a Fed rate cut keep shrinking, and Bitcoin keeps paying the price.
Analysis
Bitcoin shrugged off Japan’s rate hike – The bigger liquidity test came from Washington
Japanese interest rates reach Bitcoin through the yen carry trade, so the Bank of Japan's hike to 1% tested crypto's exposure to global leverage.
Analysis
Texas questions whether AI data centers should pay for the grid they strain
Texas spent years subsidizing the AI data center boom, but Governor Greg Abbott now wants the industry to pay for the grid strain it creates.
Analysis
AI is pushing crypto media into a fight over trusted market data
Crypto set out to strip trusted middlemen out of money, but it may end up installing a new set of them over its information, more powerful than any newsroom that came before.
Politics
Crypto PACs are helping Senators win US primaries faster than the Senate can move the law they want
Crypto super PACs are winning nearly every primary they enter, but the market structure law all that money is meant to buy is still stuck on the Senate calendar with no vote in sight.
Analysis
How the SEC’s five-year plan could accelerate tokenized capital markets
Markets tend to respond to certainty faster than they respond to deregulation, which is why a non-binding SEC roadmap could move institutional capital long before any tokenization rule takes effect.
