Latest from Sam Reynolds
Asia Morning Briefing: Bitcoin Holds Above $114K as Whales Absorb Supply and Shorts Rebalance
On-chain data shows roughly 62,000 BTC have moved out of long-term storage since mid-October, softening one of this cycle’s strongest tailwinds. But steady whale accumulation and a moderate short-side cleanup helped prices stabilize near $114K.
USD.AI Bridges DeFi and AI by Turning Stablecoins Into Loans for Nvidia GPUs
Through a system that tokenizes hardware, USDai channels crypto liquidity into AI infrastructure while tapping in to demand for crypto credit
Bitcoin’s Rally Cools as Traders Hedge the Heat
After months of steady gains, BTC is slipping below key cost-basis levels as long-term holders sell into strength and traders retreat to defensive derivatives.
Asia Morning Briefing: After CZ’s Pardon, Odds Rise for Sam Bankman-Fried’s Second Chance
It's still a long shot that FTX's Sam Bankman-Fried will be pardoned, but odds have spiked as Binance's Changpeng Zhao has its criminal record deleted.
Keyrock: Crypto’s Buyback Boom Tests the Industry’s Financial Maturity
Tokenholder payouts have surged more than 400% since 2024, but Keyrock’s Amir Hajian warns that most are still funded by treasuries rather than real revenue, arguing that buybacks must evolve from hype-driven spending to disciplined, valuation-aware capital policy.
Hyperliquid Strategies Looks to Raise $1B to Fund HYPE Treasury Purchases
The company plans to issue up to 160 million shares, with Chardan Capital Markets as the financial advisor.
Asia Morning Briefing: BTC, ETH Markets Steady as Traders Await CPI and China-U.S. De-Escalation Signs
Investors are in wait-and-see mode as the U.S. shutdown stalls data releases and China signals restraint on export controls, keeping markets range-bound ahead of Friday’s CPI report.
Hong Kong's Securities Regulator Approves First Solana ETF
Hong Kong beats the U.S. to listing a Solana ETF, though J.P. Morgan expects inflows to be modest compared to its BTC and ETH counterparts.
Jupiter DEX Launches Kalshi-Powered Prediction Market for F1 Mexico Grand Prix Winner
The platform, powered by Kalshi, allows users to speculate on the race outcome, with initial trading limits set to ensure stability.
Prediction Markets Say Government Shutdown Will be Record-Setting: Asia Morning Briefing
Kalshi and Polymarket are pricing in a shutdown that lasts over 40 days.
