Technology
Expertise
Gino Matos Recent Articles
Derivatives
Perp DEX season: Avantis and Aster defy market downturn with impressive rallies
Avantis and Aster led newcomer performance as total value locked (TVL) migrated toward newer protocols despite sector-wide retracement.
Regulation
Regulatory uncertainty clouds layer-2 sequencers as industry and SEC differ
Peirce previously warned that centralized matching engines may face exchange registration requirements, but industry figures disagree that centralized sequencers are exchanges.
Regulation
House lawmakers urge SEC to implement Trump’s crypto 401k executive order
The bipartisan coalition expressed support for expanding access to alternative assets to help 90 million Americans secure dignified retirement outcomes.
Analysis
Bitcoin risks a $105k retest after losing key support following Fed rate cut
On-chain data indicates that $115,200 is a significant level for Bitcoin, as it represents the cost basis of approximately 95% of the supply.
Stablecoins
Ripple unveils institutional-focused roadmap for XRPL with native lending protocol and ZKP features
The ZKP integration will enable proving KYC compliance without revealing personal details, allowing auditors to verify activity while protecting counterparty transaction data.
Regulation
UK and US establish joint task force to develop crypto regulation framework
The task force will report within 180 days to both finance ministries through the UK-US Financial Regulatory Working Group with recommendations on digital asset cooperation.
ETF
Grayscale’s ETF offering ADA and XRP captures $22M trading volume in market debut
Eric Balchunas had previously noted that most ETFs typically see less than $1 million in debut volume, making GDLC's performance particularly strong.
Crypto
BitGo files S-1 form for IPO, revealing $3B revenue in 2024
Six-month 2025 data shows continued momentum with $90.3 billion in assets on the platform and 4,621 clients, indicating accelerating market penetration.
Exchanges
FTX creditors set to receive $1.6B in third distribution round on Sept. 30
According to the FTX Recovery Trust's Sept. 19 announcement, creditors must complete multiple verification steps through the FTX Customer Portal before receiving payments.
Regulation
Democratic Senators push bipartisan approach to streamline crypto market structure bill
The lawmakers emphasized the need for "mutual understanding" while moving forward quickly on digital asset regulation.
Rumors
Musk’s xAI reportedly seeking $10B in a new funding round
xAI's potential fundraising comes weeks after completing a $10 billion debt and equity round at an approximate valuation of $150 billion.
Regulation
Stablecoin builders rush to preempt regulatory challenges with GENIUS Act on horizon
According to a report by Variant Fund policy lead Salah Ghazzal, players acting now to adapt process that take time will capture advantage.
