Latest from Sheldon Reback
Circle’s USDC Overtakes Tether's USDT in Onchain Activity as Regulation Drives Shift: JPMorgan
USDC leapfrogged USDT in onchain activity as regulatory clarity pushes investors toward transparent and compliant stablecoins.

Market Stumbles on Fed Caution as Options Expiry Looms: Crypto Daybook Americas
Your day-ahead look for Oct. 30, 2025

Analysis: Prediction Market Bettors Miscalculated Dutch Election Results
Both Polymarket and Kalshi traders ignored late polls showing D66 gaining ground, keeping Geert Wilders’ PVV priced as a sure thing until exit polls forced a repricing that erased millions in misplaced bets.

Investment Bank Mizuho Says Visa Is Becoming the ‘Stablecoin of Stablecoins’
Visa’s growing stablecoin network positions it as the key infrastructure player in blockchain payments, while individual tokens risk becoming commoditized assets.

Cardano Falls Below Key Support as Institutional Investors Pull Back
The network’s native token, ADA, dropped 3% over the past 24 hours as selling pressure mounted and altcoin rotation gained pace.

The Protocol: ETH’s Fusaka Upgrade Goes Live on Hoodi, Mainnet Next
Also: BOB Unveils BTC Vault Liquidation Engine, Ledger’s Major Overhaul and Google Weighs In on Quantum Computing.

Crypto Treasury Activity Still Tepid, but Capital Flows Rebound: B. Riley
The broker sees digital asset treasuries stabilizing as U.S.-China trade progress lifts sentiment.

Swiss Crypto Infrastructure Firm Taurus Expands to U.S. With New York Office
With clearer regulation and growing institutional demand, Taurus is expanding its footprint to serve U.S. financial giants from New York.

Australian Regulator Signals Broader Digital Asset Oversight Ahead of New Licensing Regime
ASIC said many digital assets are covered by existing financial laws as it readies the ground for impending digital asset platform legislation.

Ironlight Wins FINRA Approval for First U.S. Regulated ATS With Onchain Atomic Settlement
The firm gained approval to introduce a regulated trading system for tokenized securities.

