Research
Macro
Stablecoins are quickly becoming the Kevin Warsh’s Fed’s next policy problem
Waller's conference framing turns dollar tokens from a crypto-market tool into a question for Treasury demand, bank funding, and global liquidity.
Tokenization
Solana hits $1B in weekly tokenized stock trading as demand for hard-to-access equities surge
SPCX concentration shows real demand, but redemption, custody, and shareholder expectations still depend on the product.
Macro
Bitcoin’s $60K rebound just collapsed as $427M in long liquidations followed sticky inflation data
Sticky inflation, firmer activity data, and lower claims left buyers without the rate-cut cover they needed.
Banking
Chainlink’s latest stablecoin push targets the capital stuck in bank FX settlement
The framework targets T+0 payment-versus-payment settlement while keeping banks on familiar Swift and ISO 20022 workflows.
Mining
Bitplanet’s Antalpha mining deal tests whether Bitcoin treasuries can grow without constant buying
The MOU points to mined-BTC revenue, but the real test is power cost, uptime, and coin retention.
Tokenization
Tokenized SpaceX stocks hit by $50M in liquidations as crypto leverage reaches Wall Street
The SpaceX-linked perp pushed crypto’s 24/7 leverage cycle onto equity exposure before the stock had a stable public-market anchor.
Derivatives
Why viral public whale liquidations are becoming a real trading signal on Hyperliquid
Hyperliquid's transparent liquidation data turned one whale's repeated ETH wipeouts into a real-time signal traders can track and react to.
Price Watch
Why Bitcoin crashed below $60K as support fails when buyers are needed most
Exchange inflows, ETF outflows, and long liquidations collided before buyers could stabilize the market.
Layer-2
Latest bear market victim shows how quickly DeFi users are left behind when crypto projects move on
Swell warned users to bridge out by June 23, turning a planned L2 shutdown into a test of user exit procedures.
Derivatives
CZ called Hyperliquid’s no KYC model “awesome” – Then mentioned lawyers
CZ praised the product, but his Galaxy remarks put the access model at the center of the next regulatory fight.
RWA
Goldfinch wind-down raises a hard question – can DeFi RWA survive real-world debt?
As institutions take over tokenized assets, Goldfinch asks what is left for DeFi RWA.
Adoption
South Korean digital bank with 15M users turns to Solana stablecoins for overseas transfers
The PoC keeps the customer relationship inside a regulated app, but launch details remain unresolved.
