Latest from Francisco Rodrigues
Bitcoin underperforms risk assets as record 9th day of ETF outflows signal waning demand
Your day-ahead look for May 29, 2026

UniCredit warns Europe may struggle to contain crypto-bank crisis under MiCA rules
EU deposit insurance (up to €100,000) may not absorb stress from large stablecoin reserve accounts, unlike the full protection offered by U.S. regulators.

VanEck launches first U.S. spot BNB ETF on Nasdaq
The ETF offers investors BNB exposure through traditional brokerage accounts without requiring them to directly buy or store the token.

U.S.-Iran strikes rattle global markets, send bitcoin to 6-week low
Your day-ahead look for May 28, 2026

Crypto Long & Short: How the GENIUS Act repriced bitcoin's monetary premium
In this week's Crypto Long & Short, Ravi Tanuku on why the GENIUS Act didn't just regulate stablecoins, it repriced Bitcoin's monetary premium. Then, Jesper Johansen on why looped ETH staking no longer needs a lending market.

Major crypto exchanges increase transfer scrutiny with HTX over UK sanctions
The UK sanctioned crypto exchange HTX due to alleged ties to Russian sanctions evasion networks and illicit financial activity.

Singapore charges former Hodlnaut CEO Zhu Juntao over Terra collapse claims
Zhu allegedly directed staff to publish false claims that Hodlnaut had no direct exposure to the TerraUSD collapse on Telegram and in customer emails.

Crypto participants once again prefer dollars over bitcoin. USDT, USDC dominance rises.
Your day-ahead look for May 27, 2026

UK sanctions Huobi and ruble stablecoin issuer in crackdown on Russia crypto networks
Britain applied banking-style sanctions to crypto exchanges for the first time, requiring U.K. financial firms to freeze funds and trace transactions.

Spain joins growing list of countries shutting out Polymarket and Kalshi
The platforms were blocked for operating without licenses required by Spanish gambling law, citing a lack of safeguards for minors and self-excluded gamblers.

