Stablecoins
Regulation
The SEC looks at a 1990s fix for crypto markets to allow true “innovation pathway”
Paul Atkins said the SEC may create a limited “innovation pathway” for on-chain trading systems before writing permanent rules, echoing the agency’s old approach to electronic markets.
Analysis
TON price doubles after Telegram made a move critics say cuts against crypto’s core promise
TON has doubled as traders bet Telegram is turning the blockchain into the financial layer of its messaging empire.
DeFi
Ethereum loses 10% of its DeFi market share as rival chains close in
Ethereum's lead is being chipped away by chains winning specific markets, such as BSC in DEX flow, Tron in stablecoins, Bitcoin in collateral, Base in L2 activity, and Hyperliquid in perps.
Wallets
Cardano’s Charles Hoskinson says the future of crypto wallets will be inside iPhones and Androids
The Cardano founder’s Consensus remarks question if phones, secure chips, and AI agents can make self-custody usable for everyone.
Macro
Bitcoin faces new tariff risk as EU races to finalize US trade deal this month
The EU is trying to lock down a US trade deal this month, creating an inflation risk for Bitcoin.
Digital Asset Treasuries
Bitcoin treasury companies said they’d never sell – the bear market changed that fast
As debt, dividends, and buybacks enter the picture, some companies are starting to treat Bitcoin less like a sacred reserve and more like liquidity.
Banking
Morgan Stanley and Charles Schwab are rushing into crypto: what do they see coming?
Morgan Stanley and Charles Schwab are racing to put direct crypto trading inside major brokerage platforms, leaving open the question of what they are preparing for.
Legal
Aave warns $71M exploit recovery could be seized before victims are repaid
The dispute could decide whether DeFi recovery funds go back to users first or become targets for outside creditors.
Regulation
CLARITY Act risks slipping as housing fight stalls Senate crypto markup
A stablecoin yield compromise cleared one obstacle, but Kennedy’s housing leverage and DeFi language still threaten the markup window.
Analysis
Bitcoin’s $80,000 support comes under pressure as Middle East shock hits bonds
Oil above $100 and a 10-year yield near 4.5% are testing whether Bitcoin can hold its hedge bid as liquidity tightens.
RWA
Why XRP Ledger is becoming a $3.6B hot spot for tokenized energy commodities
XRP Ledger posted the biggest 30-day jump in RWA assets as commodities are using blockchains less like trading venues and more like ledgers for energy contracts, traceability, and reconciliation.
Analysis
Wall Street’s $292 billion risk-on rotation just created a new bullish setup for Bitcoin
Equity funds have absorbed roughly $118 billion across four straight weeks of inflows, while money-market funds just saw a $173 billion weekly outflow.
