Research
Exchanges
Hong Kong gives crypto platforms one year to ditch one-time passwords or cover user losses
The SFC wants phishing-resistant login and device binding by July 8, 2027, while monitoring and response duties apply immediately.
Legal
Judge lets Terraform use Jump lawsuit evidence while blocking four late creditor claims
The trust can use disputed documents in its $4 billion-plus case, but the rulings still leave creditor payouts unresolved.
Stablecoins
GENIUS Act deadline puts stablecoin issuers on the clock
By July 18, 2026, regulators must turn the GENIUS Act into a concrete rulebook that determines which stablecoin issuers can operate in the US.
Regulation
SEC could start writing crypto rules before the Senate votes on CLARITY
SEC's July agenda could give issuers, broker-dealers and trading venues a formal process before Congress settles market structure.
Politics
New Hampshire rejects $100M Bitcoin-backed bond after public finance hearing
The Executive Council voted 3-2 against the proposal, halting a structure that would have moved BTC collateral from credit design into a state-linked approval process.
Regulation
Kalshi court loss shows federal approval cannot erase state barriers
The ruling gives New York room to press sports-event enforcement while the CFTC is still writing national rules.
Scams
Why Bitcoin ATMs are becoming the last stop in America’s $11B crypto scam pipeline
FBI and IC3 data show how online coercion can end at a kiosk before anyone can stop the transfer.
Politics
CLARITY Act misses July target making August 7 a critical date for the bill
The bill's next test is whether Senate leaders can turn committee momentum into floor time before the August work period.
Analysis
Sam Altman’s Worldcoin cuts WLD unlocks by 43% but 4.9B tokens still need to prove demand
Daily unlocks fall 43% on July 24 while nearly half WLD's total supply was already unlocked by April.
Memecoins
Pump Fun to release $127M of insider tokens worth double PUMP’s recent daily volume
The July 12 unlock is large enough to test whether trader demand can absorb insider supply without forcing a deeper repricing.
Mining
Bitcoin miners are resorting to using BTC treasuries as collateral for debt to weather Bitcoin winter
CleanSpark's June update shows why headline Bitcoin holdings can be harder to read when coins are collateral, receivables, restricted balances, or already tied to treasury trades.
Digital Asset Treasuries
One Bitcoin treasury’s paper loss just made Strategy’s stress everyone’s problem
Strategy remains the center of STRC pressure, but Strive's disclosed holding turns preferred-stock discounts into a broader credit test for Bitcoin treasuries.