Latest from Francisco Rodrigues
Crypto Long & Short: Don’t Write Off Euro Stablecoins Just Yet
In this week’s Crypto Long & Short Newsletter, Martin Bruncko writes that the next big step for stablecoins will be a credible, scalable euro-denominated stablecoin issued by the private sector, not another USD token. Then, we dive into the sharp post-holiday crypto selloff, the upcoming Fusaka upgrade, and why ETH’s role is crucial in leading any broader market recovery — with Andy Baehr’s “Vibe Check.
TON Gains 3.7% as STON.fi DAO Launch and Telegram-Backed AI Platform Brings Demand
STON.fi, TON's largest DeFi protocol, launched a fully onchain DAO, enabling users to vote on governance decisions and receive tokens representing voting power.
Parataxis Agrees to Buy Control of South Korea's Sinsiway for $27M, Build Ether Treasury
The deal would rename Sinsiway as Parataxis ETH, Inc. and make it South Korea's first ether-focused treasury platform backed by U.S. institutional capital.
Strategy Faces Possible MSCI Index Removal, Threatening Billions in Outflows: Reuters
A removal could lead to outflows of up to $8.8 billion if other index providers follow suit because the stock is part of many passive investment products.
Amazon Enters AI Arms Race as Crypto and Risk Asset Fears Mount
The pivot to AI comes with risks, including heavy borrowing and concerns about sustainability, with potential shortfalls if demand for AI slows.
Brazil Sentences 14 for Using Crypto, Shell Firms in $95M Drug Money Laundering Case
The defendants were found to have used fake companies and cryptocurrency transactions to conceal the origin of the illicit funds.
Toncoin Climbs to $1.50 as Cocoon Debut Sparks Surge in Trading Volume
Cocoon lets GPU owners rent out computing power for AI tasks and receive TON tokens as compensation, with Telegram as the first user.
Ethereum's Fusaka Upgrade, Grayscale Chainlink Trust: Crypto Week Ahead
Your look at what's coming in the week starting Dec. 1.
Priced at Zero: How Brazil’s Méliuz Turned to Bitcoin to Escape a Treasury Trap
The company adopted a bitcoin treasury plan by deploying a strategy inspired by Metaplanet, with 66% shareholder approval, to mitigate negative returns from government bonds.
