Technology
Expertise
Gino Matos Recent Articles
Exchanges
Nearly 1 in 5 crypto spot trades now happen on DEXs as centralized exchange volume collapses
DEXs captured a record 19.5% of crypto spot volume in July, pushing onchain liquidity closer to the center of price discovery.
Digital Asset Treasuries
Trump wants the US to become a Bitcoin whale, but Congress controls the wallet
The White House can expand how crypto enters federal custody, but a multibillion-dollar buying program still needs lawmakers to unlock funding or purchase authority.
Tokenization
Can tokenized assets continue to scale faster than the revenue models behind them?
Securitize’s $4.3 billion tokenized assets base and $5.3 billion of activity are still producing little recurring transaction revenue.
Market
Bitcoin’s $69,000 breakout now hinges on yields after Fed warns more tightening may be needed
Bitcoin jumped from $64,000 to nearly $70,000 after Treasury expanded long-bond buybacks and $1.4 billion in shorts were liquidated.
Analysis
How crypto turned a 68-point deficit into a market lead as Bitcoin and top altcoins outrun the Nasdaq
Bitcoin’s relative performance has improved across shorter horizons as crypto begins competing again for speculative capital.
ETF
Bitcoin’s Q2 selloff split Wall Street as banks bought, hedge funds cut and sovereigns held
Q2 filings show banks expanding Bitcoin ETF positions, macro funds cutting exposure and sovereign holders staying put.
Regulation
SEC opens door to day-one crypto insider sales that Senate draft would block
The regulator imposes offering caps but no federal time-based lockup, while senators want some insiders held for 12 months before network decentralization.
Lending
Half of Aave’s debt sits in just 9% of positions built around one Ethereum correlation trade
Just 9% of Aave positions carry roughly half its debt, with the concentrated cohort running near 90% LTV against Ethereum-linked collateral.
Macro
Bitcoin faces its highest Treasury hurdle since 2007 with $22.5B less crypto credit to unwind
Bitcoin faces the highest 30-year Treasury yield since 2007 after crypto-collateralized lending fell by $22.5 billion from its 2025 peak.
Regulation
Polymarket’s 20% CLARITY Act odds sit on a market one $100K trade could radically reprice
An anonymous trader holds $415,000 against CLARITY ahead of a Senate test, dwarfing the market’s $160,000 in displayed liquidity.
Analysis
Bitcoin turned $10,000 into $870,000 in a decade where 87% of active stock funds failed to beat passive rivals
Bitcoin compounded at 56.3% annually from 2016 to 2026, leaving the same starting investment in SPY with roughly $828,000 less wealth.
Staking
Wall Street finally turned staking into a dividend, now Ethereum and Solana want to shrink it
Ethereum and Solana are testing whether investors value lower dilution more than yield as staking products finds path into Wall Street.
