Derivatives
Analysis
Grayscale moves away from Coinbase for new ETF product – Is Wall Street building a post-Coinbase custody map?
Grayscale’s decision to swap Coinbase for Anchorage in a new ETF filing is small on paper and significant in context because it shines a light on how much of Wall Street’s Bitcoin wrapper still depends on one custodian.
Analysis
This week Bitcoin will face major volatility across a key 48 hour period: Fed first, GDP and PCE right after
Bitcoin faces a 48-hour macro trap as the Fed speaks first, but GDP and PCE get the last word.
Analysis
Hong Kong eyes 10,000 BTC investment for Asia’s first regulated Bitcoin capital pool
Hong Kong is trying to move Asian Bitcoin capital out of the US ETF shadow and into a regulated market structure it can control.
Analysis
Major global food delivery service builds stablecoins into core infrastructure across 40+ countries
Stablecoins are finding their strongest argument in one of business’s oldest problems: moving money on time.
Analysis
The Fed is cornered in rates decision with just days before its next meeting — what that means for Bitcoin
A fresh oil shock has put Bitcoin on collision course with a higher-for-longer Fed just as traders were betting on relief later this year.
Banking
The world’s central banks finally see crypto as a real monetary threat to TradFi
The stablecoin debate has left crypto regulation behind and entered the territory of monetary sovereignty.
Analysis
Anyone regularly swapping business cash for crypto without an FCA license risks police raids and charges in UK
Britain’s crackdown on suspected illegal peer-to-peer crypto dealers is legally straightforward, but it also tests how much direct financial exchange can survive inside a regulated crypto market.
Analysis
Bitcoin braces for $8B options expiry as war, oil and the Fed threaten a volatility reset
Oil above $100, a 99.5% probability of a Fed hold, and $8 billion in Bitcoin options expiring Friday: the setup couldn't be less forgiving to anyone betting on a quiet week.
Trading
SEC removes huge pattern day trader barrier to allow retail investors to day trade Bitcoin with just $2k margin
One of the most hated rules for small traders is on its way out after the SEC approved a change that could reshape retail risk-taking.
Banking
Charles Schwab is bringing Bitcoin to its 39 million clients – but without the protections they expect
Schwab is about to make buying Bitcoin feel like any other brokerage transaction, even though the protections behind it belong to a very different category of risk.
Analysis
Congress on verge of making regulated dollar stablecoins act almost like digital cash
The GENIUS act has already defined what a legal payment stablecoin looks like. Now lawmakers are trying to make those digital dollars practical to use.
Analysis
Crypto to enter the US banking system through a backdoor, not through regulation
For most of its life, crypto lived outside the financial system. If you wanted to move dollars in or out of an exchange, that…
