Derivatives
Analysis
Bitcoin faces first jobs-week test as US job openings data arrives before Friday payrolls
Bitcoin is facing another macro test as the jobs market threatens to scramble rate expectations again.
Stablecoins
Europe is actively trying to stop the dollar stablecoin takeover
As dollar-backed stablecoins spread across the global economy, the ECB is racing to stop Europe from becoming financially dependent on privately issued digital dollars.
Analysis
UK treats crypto network like a sanctioned bank after claims it processed $90B for Russia
What began as an effort to isolate Russia financially may have accelerated the creation of an entirely new sanctions-resistant payment system built on crypto rails.
Analysis
Revealing the moment crypto started reshaping American elections
Crypto entered Washington as a regulatory problem and returned two election cycles later as one of the most disciplined and well-funded political machines in the country.
Analysis
How a disputed $1 billion claim became a powerful weapon against prediction markets
America’s gambling lobby says that prediction markets are draining public money from states and tribes, as US gambling revenue hits record highs.
Analysis
New US inflation report leaves Bitcoin with a problem the Fed cannot solve yet
A cooler monthly PCE print gave markets a reason to breathe, while the annual number gave the Fed a reason to stay frozen.
Debt
The US debt machine is getting harder to stabilize – So where does Bitcoin fit in?
America’s debt machine is growing so quickly that financial markets are starting to question who will keep buying the trillions of dollars in new Treasury bonds.
Analysis
Bitcoin ATMs were crypto’s street-corner bank. Now regulators are shutting the door
Crypto’s first real-world retail infrastructure is breaking down under the weight of scam complaints, legal pressure and the growing normalization of regulated Bitcoin investing.
Analysis
The Fed’s rate lever is breaking as bond markets stop following its lead
For decades, the Fed shaped the economy by moving interest rates, but a bond market overwhelmed by debt and inflation is starting to ignore its signals.
Analysis
What happens when crypto traders can bet on CPI, Fed cuts, and oil 24/7?
Crypto exchanges and prediction markets are turning real-world events into tradable products faster than legal frameworks can define them.
Analysis
The Fed may open direct settlement rails to crypto firms as banks warn of liquidity risk
The Fed is considering a new kind of payment account that could let crypto firms bypass the banks they have depended on for years.
Analysis
SEC’s tokenized stock plan could force crypto exchanges to answer what investors really own
The SEC wants to keep financial innovation from moving offshore, but its tokenized stocks push could create a parallel market with very different investor protections.
