Stablecoins
Crypto
SEC just gave crypto lawyers a new way to win in court
The SEC delayed equity market compliance deadlines until 2026, citing regulatory uncertainty and a funding lapse. Crypto exchanges fighting enforcement might cite the same logic.
DeFi
How the Ethereum vs Solana war ended quietly not with a bang but a whimper
Battle lines redrawn with Ethereum as a modular settlement layer and Solana as a unified execution layer.
People
When the CEO reads the script: Did Coinbase Brian Armstrong manipulate a market?
Armstrong said words at the end of Coinbase's earnings call to settle nearly $90,000 in prediction markets bets. Some called it a harmless troll. Others called it market manipulation by a regulated CEO.
Crypto
70M daily transactions, $143B volume: How Solana won DeFi’s throughput race
With ~70M daily tx and $143B Oct. DEX volume, Solana’s single-layer design keeps fees stable under load as Ethereum routes DeFi to rollups.
Digital Asset Treasuries
How Asia’s smaller companies can absorb 30% of new BTC supply
Japan and Korea’s corporate cohorts are shifting from one-off buys to rules-based accumulation, stacking on top of recurring spot-ETF inflows to tighten free float.
Mining
Bitcoin miners are transforming into AI utilities based on math
With 500MW and 168MW hosting deals inked, miners get financing-friendly dollars while hashrate and fee trajectories determine who captures the upside.
Crypto
Do ETFs risk centralizing Solana, and who actually gets the yield?
Hong Kong’s 1.99% fee product and US staked wrappers set up a split: unstaked AUM nudges native rewards higher while stake-through funds risk validator concentration.
Wallets
MetaMask wants all your crypto eggs in one basket including Bitcoin
One recovery phrase now governs three incompatible blockchains, and MetaMask's multichain bet trades convenience for correlated risk.
Crypto
Are Ethereum ETFs a price headwind?
ETF outflows correlate with ETH/BTC weakness when derivatives turn negative, but staking demand and European buying absorb US redemptions, making flows an episodic headwind rather than a structural drag.
Digital Asset Treasuries
$500M BTC credit: Is Metaplanet proving crypto treasuries are momentum trades?
Bitcoin-backed buybacks don't de-risk a treasury stock, they turn it into a levered, flow-driven bet on Bitcoin and premium cycles that can supercharge rallies and magnify the fade.
Crypto
Can Solana handle 100M Western Union users sending dollar tokens worldwide?
Western Union combines Anchorage-issued USDPT with an on/off-ramp network, challenging Visa/Stripe’s neutral-rails model with a branded, end-to-end settlement stack aimed at cross-border cash access.
Macro
Does a weaker dollar drive Bitcoin price now?
We run 30/90-day BTC×DXY/real-yield correlations and map a potential Fed shift into Q1 2026.
