
Latest from Nikhilesh De
Market structure state of play: State of Crypto
Hopes are rising that the Clarity Act may soon see some forward motion.

Canton’s Yuval Rooz says smart contract blockchains face a reckoning over value gap
The network's co-founder says many blockchains pitching financial rails lack the activity to justify their valuations, and stablecoins still lack true product-market fit.

Latin America’s crypto user growth outpaced U.S. by 3x in 2025, report shows
Brazil and Argentina are leading the growth, with Brazil dominating by transaction size and Argentina seeing increasing adoption driven by cross-border payments and stablecoin use.

Those who cheered U.S. Bitcoin reserve have spent year watching Trump's order languish
The executive order to build President Donald Trump's Strategic Bitcoin Reserve has awaited congressional action, and sources say there's one idea left for 2026.

OKX is building a social network directly into its trading app after massive $25 billion valuation
The move comes shortly after Intercontinental Exchange valued OKX at $25 billion and reflects a broader push to combine trading, community and market data in one platform.

SEC, Justin Sun reach settlement over Tron lawsuit
Rainberry, a company affiliated with the Tron network, will pay a $10 million fine. Charges against Sun will be dismissed.

U.S. banking agencies say capital should be same for standard or tokenized securities
The Federal Reserve and other banking regulators clarified that the capital tally in banks needs identical treatment whether securities are tokenized or not.

Short seller Culper bets against ether, Tom Lee's BitMine citing 'death spiral' risk
The short seller firm said that Ethereum's native token is "impaired," leaving treasury firm BitMine holding the bag while co-founder Vitalik buterin is selling.

Ripple adds Coinbase crypto futures to its $3 trillion clearing platform
Ripple Prime institutional clients can now trade Coinbase's bitcoin, ether, solana and XRP futures in a regulated U.S. market.

Kraken's surprise Fed win may harken onslaught of crypto firms with narrow Fed access
The Kansas City Fed may term this "Tier 3" access, but Kraken's entry into the vaunted Fed payments system has riled bankers and raised crypto hopes.
