Governance
Adoption
Trump opens $12.5 trillion 401(k) market to crypto and private equity access
Trump rewrites 401(k) rules unlocking private markets for 90 million savers.
TradFi
$640M SPAC fuels Parataxis Bitcoin buy-up as public BTC treasuries surpass 230
Bitcoin-first SPAC deal sees $31M deployed before merger even finalizes.
Mining
US Bitcoin miners face 21% rig cost surge after Trump’s tariff goes live
US hashrate dominance under threat as mining margins collapse post-tariff.
Lightning
Bitcoin’s Lightning Network capacity declined 20% in 2025 but it’s NOT as bad as it sounds
Bitcoin withdrawals via Lightning hit 15 percent despite public network decline.
Analysis
Gold legally barred from what BTC, XRP, TON, ETH are now doing to Wall Street
Ethereum is flooding public treasuries while gold sits shackled by 1940s law.
Stablecoins
Ethena’s $9.5B USDe could now challenge USDC’s number 2 spot by 2027
USDe's $3.1B influx raises questions about stability amid historic fiat dominance.
RWA
BlackRock’s BUIDL fund hit by $447M outflow after 18-month record breaking $2.8B inflow
Reallocation by major holders drives BUIDL-I share class drawdown, impacting BlackRock fund's net outflow.
Derivatives
Altcoins lead crash as $751M liquidated in last 24 hours and Bitcoin falls to July low
Fear and greed index tumbles to 'neutral' as Bitcoin's $114,000 dip sparks liquidation wave.
Analysis
Bitcoin difficulty predicted to fall 5% as hashrate dips
Hashrate instability sets the stage for significant decline in Bitcoin network's mining difficulty.
ETF
SEC’s in-kind approval can spark HUGE $710 billion supply squeeze for Bitcoin ETFs
SEC's in-kind mechanism overhaul for Bitcoin and Ethereum ETFs may transform market infrastructure and drive substantial institutional inflows.
Stablecoins
Global stablecoin searches hit all-time high with Washington leading traffic
Stablecoin search surges in Washington, D.C. as the U.S. implements new regulatory framework following GENIUS Act passage.
Stablecoins
Binance launches RWUSD yield bearing stablecoin-like product offering 4.2% APR from RWAs
Binance's RWUSD allows users to earn yield from real-world assets without holding tokenized securities.
