Latest from Sam Reynolds
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.
Asia Morning Briefing: Are Stablecoins an 'Engine of Global Dollar Demand' or a 2008-Style 'Liquidity Crunch'?
Some might say they are boring, but stablecoins are becoming a lever on Treasury liquidity — and a source of debate over whether they steady or strain markets.
‘OP_CAT Isn’t My Invention. It’s Satoshi’s,’ Says Bruce Liu as OPCAT_Labs Pushes to Reboot Bitcoin’s Code
OP_CAT Labs' Liu says Satoshi envisioned Bitcoin to be programmable. To get there, one piece of code needs to be re-enabled. But there are some loud voices in the way.
Trump-Linked World Liberty Team Floats Buyback-and-Burn Plan as WLFI Sinks
The Trump-linked DeFi project proposes using all liquidity fees to permanently reduce supply, as steep early losses highlight investor skepticism.
