Latest from Francisco Rodrigues
Crypto Long & Short: 2026 Marks the Inflection Point for 24/7 Capital Markets
In this week’s Crypto Long & Short Newsletter, David Mercer of LMAX Group writes on tokenization and capital markets that won’t sleep. Then, Andy Baehr looks ahead to crypto’s “sophomore year.”

Solana outpaces crypto market as Claude Code-linked token frenzy lifts network activity
Network activity has risen, driven by speculation around AI tokens, with active addresses increasing from 14.7 million to 18.9 million in a week.

Trump’s AI and crypto czar says crypto and traditional banks will become ‘one industry’
Sacks believes the divide between banking and crypto industries will disappear, with banks potentially seeing stablecoin issuance as a way to enter the market.

Trump's Davos speech likely to set the tone as bitcoin holds under $90,000: Crypto Daybook Americas
Your day-ahead look for Jan. 21, 2026

Galaxy Digital to start $100 million hedge fund targeting crypto, fintech: FT
The fund will allocate up to 30% to crypto tokens and 70% to financial services stocks, taking both long and short positions to capitalize on market shifts.

Chainlink expands data streams to cover multitrillion-dollar U.S. stock market
The upgrade uses a "pull" model for sub-second updates, allowing more advanced trading logic and avoiding high gas costs.

Solana falls, rebounds from $145 as crypto market liquidations near $350 million
Despite strong fundamentals including $15 billion in stablecoins and $1 billion in tokenized real-world assets, technical signals suggest growing uncertainty.

Tom Lee's Bitmine Immersion wins investor backing to expand share limit
The company now holds 4.203 million ETH, 193 BTC, a $22 million stake in Eightco Holdings, and nearly $1 billion in cash.

As tariff threat hits bitcoin, 'invisible hands' may amplify swings: Crypto Daybook Americas
Your day-ahead look for Jan. 20, 2026

Portugal joins growing list of countries cracking down on Polymarket
Betting on political events is illegal in Portugal, and the regulator gave Polymarket 48 hours to cease operations in the country.

