Research
Macro
Bitcoin jumps to $113k as US producer prices shock with surprise August drop
Ethereum climbs above $4370 and stocks rally as traders bet on Fed rate cuts.
Technology
AI agents can now pay APIs with USDC in 200 ms as Coinbase activates x402 Bazaar
GENIUS Act and MiCA create the regulatory window for x402’s web-native rails.
Macro
Fed cuts of 75 to 100 bps in 2025 could unleash a $6B Bitcoin ETF buying wave soon
Three rate paths map to flow bands and flow to return elasticities investors crave.
Crime
Washington sanctions 19 entities while $16.6B in US losses intensifies pressure
FBI tallies heavy victim losses as FinCEN’s Huione finding targets $4B in laundering linked to Cambodia and Myanmar networks.
ETF
Ethereum ETFs hit by $1 billion pullback as lack of staking yield tests conviction
The absence of staking rewards may be eroding investor patience in drawdowns.
Stablecoins
Stablecoins find product-market fit as $250B a day now in sight and Wall Street knows it
McKinsey says settlement volumes could rival card networks within three years.
Macro
Shocking 22k US jobs report fuels $113k Bitcoin as rate cut odds explode
Traders weigh weak hiring against sticky services prices and a wider trade gap.
TradFi
Nasdaq puts $132 billion crypto treasury rush on hold with surprise vote rule
Public companies chasing Bitcoin, ETH, Solana, and XRP must now win shareholder approval.
Investments
Sora unveils $1 billion Bitcoin fund with $200 million already committed
The firm sets a six month window to deploy the full $1 billion in BTC purchases.
Macro
New economic data rejects Trump’s 350bps rate cut dream as Bitcoin falls while stocks climb
Fed weighs modest 25bps move on sticky inflation as US services prices stuck at elevated levels.
Regulation
SEC finally pivots from courtroom battles to rulemaking, offering predictability the market lacked
Rulemaking path points to surveillance, best execution, and deeper liquidity.
Crime
Ethereum smart contracts quietly push javascript malware targeting developers
Attackers used on-chain storage and bogus repos to lure unsuspecting installs.