Latest from Francisco Rodrigues
Kraken parent Payward closes $550 million Bitnomial deal, securing full CFTC derivatives stack
The deal gives Payward a full CFTC-regulated derivatives stack in the U.S.

Bitcoin stalls near $80,000. Stocks and ETF inflows still point to a breakout.
Your day-ahead look for May 4, 2026

Crypto bears got it wrong again, losing $300 million in liquidations
Bitcoin's move to $80,000 caught bears on the wrong side of the market again, leading to large short liquidations.


Brazil's central bank bans stablecoin and crypto settlement in cross-border payments
The ban applies to fintechs and payment firms, closing the back-end payment rail for cross-border flows, but individual crypto investors can still buy and hold assets.

Crypto industry backs CLARITY Act yield compromise, pushes Senate Banking for markup
The agreement necessitates firms restructure reward programs from a "buy and hold" to a "buy and use" model; however, CCI raised concerns over its broad prohibition.

Bitcoin bounces as big tech earnings fuel optimism; short-term pressures remain
Your day-ahead look for May 1, 2026

MARA Holdings to buy Long Ridge Energy in $1.5 billion AI data center push
The deal includes a 505 MW gas plant and 1,600 acres in Ohio, offering over 1 GW power capacity for future AI and IT buildout.

Bitcoin faces $80,000 resistance as derivatives show signs of risk aversion
Bitcoin faces profit-taking pressure near $80,000, backed up by a U.S. inflation report that comes as high oil prices and rising bond yields weigh on risk assets.

U.K.'s Farage faces standards probe over $6.7 million gift from Tether billionaire Christopher Harborne
The Conservative and Labour parties argued Nigel Farage broke Commons rules by not declaring the £5 million, but Reform UK said it was an exempt, personal, unconditional gift.

