Latest from Francisco Rodrigues
Stablecoin card spend is growing 100% year over year, Rain exec says
Stablecoin settlement enables weekend/holiday settlement, reducing trapped capital by over 40%. This improves card economics and financial flexibility for issuers.
CZ floats Binance.US revival to give U.S. users access to global crypto liquidity
The Binance founder said BNB Chain is the optimal payments rail for automated transactions between AI agents, noting that U.S. crypto policies are improving.
The great derivatives disconnect: Why 'negative' funding is actually a bullish signal for Bitcoin
Panelists are split on the four-year cycle's relevance, with year-end price targets varying widely from potentially not reaching a new high to possible targets of $150k or $250k.
The $700 million migration: Why Solv Protocol is ditching LayerZero for Chainlink
The combined migrations by Solv and Kelp shift nearly $1 billion in assets to Chainlink's CCIP, reflecting an industry "flight to quality."
SoFi’s crypto relaunch brought in $121.6 million in Q1. Almost all of it went to costs
The company launched the SoFiUSD stablecoin for enterprise payments in December and partnered with Mastercard for settlement capabilities.
Bitcoin narrowly missed a major breakout. History says be careful.
Your day-ahead look for May 7, 2026
Core Scientific sold $208 million of bitcoin in Q1 as AI pivot continues
The firm's AI pivot relies on a 590 MW contract expansion with CoreWeave, projected for $10.2 billion in revenue over 12 years.
Crypto Long & Short: In quiet crypto markets, yield is the trade
In this week’s Crypto Long & Short Newsletter, Maxime Seiler notes that weak crypto prices mask adoption, making yield strategies the main trade. Then, Kavita Maharaj‑Alexander writes on crypto’s next phase being driven by proving compliance in practice, elevating the infrastructure providers that enable it.
NYSE tokenization partners warn synthetic stock tokens could mislead retail traders
Offshore synthetic tokens may not represent the underlying equity, use company names without approval, and exploit regulatory arbitrage.
