Latest from Sam Reynolds
Asia Morning Briefing: Native Markets Leads Early Voting for Hyperliquid’s USDH Stablecoin Contract
Stripe-linked proposal draws early validator support despite community pushback.
Asia Morning Briefing: Bitcoin’s Calm Masks Market Tension Ahead of Fed and CPI
Bitcoin’s tight range near $111K reflects a market bracing for U.S. CPI and the Fed’s September meeting, with prediction markets pricing a cut and traders watching whether $7T in sidelined cash rotates into crypto once volatility returns.
Sky Pitches Genius-Compliant USDH Stablecoin With $8B Balance Sheet and 4.85% Yield
Formerly MakerDAO, Sky joins Paxos, Frax, Agora and Native Markets in the fight for Hyperliquid’s stablecoin contract.
Asia Morning Briefing: Equities Rally on Rate-Cut Bets, Crypto Stays Cautious
Rate-cut optimism and gold’s rally have not spilled into crypto, where positioning stays defensive and near-term direction hinges on the inflation report.
Hyperliquid Faces Community Pushback Against Stripe-Linked USDH Proposal
Paxos, Frax and Agora are competing for Hyperliquid’s USDH stablecoin contract as MoonPay backs Agora CEO Nick van Eck’s coalition and concerns mount over Stripe’s potential conflicts of interest.
Asia Morning Briefing: BTC Treasury Demand Is Weakening, CryptoQuant Cautions
Despite record bitcoin treasury holdings, the sharp drop in average purchase size shows weakening institutional appetite, even as Taiwan's Sora Ventures prepares a $1 billion BTC Treasury fund.
'If They Can Do It to Sun, Who's Next?' Say Insiders as WLFI Claims Freeze Was to 'Protect Users'
Onchain data shows WLFI’s sharp drop was driven by shorting and dumping across exchanges – not Justin Sun's token movements – while the project says wallet freezes targeted phishing-related compromises, not market participants.
Asia Morning Briefing: ‘Just Buy a Bitcoin ETF’ — BTC Treasury Model Faces Reality Check
Crypto money managers warned that without a billion-dollar balance sheet or a clear framework for risk, most Bitcoin treasuries will struggle to stand out.
Asia Morning Briefing: Bitcoin Holds Steady as Traders Turn to Ethereum for September Upside
QCP flags governance risk and a softer dollar as tailwinds for hedges like BTC and gold, but Flowdesk’s options desk and Polymarket traders point to ETH as the market’s upside play into September.
Mike Cagney's Figure Technologies Seeks Over $4B Valuation in Nasdaq IPO
Figure Technologies is seeking to raise as much as $526 million at a valuation over $4 billion through the share sale.
