Technology
Expertise
Gino Matos Recent Articles
Crypto
$740M wiped out: Did Bitcoin just clear the leverage overhang?
Funding, open interest, and perp skew after today’s flush, and what would confirm a real reset.
Stablecoins
Tether’s $181B paradox: How USDT keeps growing as its market share collapses under MiCA
The shift coincides with Europe's Markets in Crypto-Assets (MiCA) regulation enforcement, but the dynamics tell a more complex story than simple regulatory displacement.
Crypto
$2B to flow into BlackRock’s UK Bitcoin ETF: How UK traders could recycle into IBIT
IBIT wrapper launch in the UK opens a market that could funnel between $1.5 billion and $2 billion into the fund over time.
Crypto
Mt. Gox repayments due Oct. 31: Will a supply wave hit BTC?
Mt. Gox repayment deadline raises questions about whether exchanges will absorb a late-month supply wave or creditors will route coins through custody and over-the-counter channels.
Analysis
Grayscale calls Solana ‘crypto’s financial bazaar’: Does the data back it up?
We test the thesis on users, fees, and UX—and the SVM moat using primary datasets.
Market
How crypto-native leverage drove Bitcoin sell-off while ETFs barely flinched
JPMorgan identifies crypto-native leverage unwinding as the primary driver of the Bitcoin and Ethereum market downturn.
Crypto
Can Visa’s $670B bet on programmable money rewrite global credit?
Visa’s new paper pitches stablecoin-powered lending to over 15,000 banks: here’s what the data says and what would have to change next.
Crypto
Ripple’s $1 billion purchase creates RLUSD pathway into Fortune 500 treasuries
The treasury management system resides within the cash workflows of thousands of Fortune 500 companies, providing Ripple with immediate access to corporate treasurers.
Crypto
Oil down, dollar cools, BoJ signals rate cut: How will this affect Bitcoin?
While derivative markets underwent historic deleveraging with $19 billion in futures open interest wiped out, several macro developments are aligning to support crypto's next leg higher.
Crypto
Why is Bitcoin trading below $110,000? Everything that happened in crypto today
Liquidations and ETF outflows coincided with broader risk-asset weakness stemming from escalating US-China trade tensions over rare-earth export controls.
RWA
$3.8B fund tokenized on BNB marks China’s boldest RWA move yet
China Merchants Bank’s Hong Kong unit moves a money market product onto BNB Chain. What it means for custody, redemptions, and ETH/SOL competition.
Taxes
Bitcoin Jesus pays $50 million to dodge prison – but can he really live freely?
Roger Ver’s settlement caps a decade-long saga and resets the rules for offshore holdouts.
