Research
Stablecoins
Stablecoins find product-market fit as $250B a day now in sight and Wall Street knows it
McKinsey says settlement volumes could rival card networks within three years.
Macro
Shocking 22k US jobs report fuels $113k Bitcoin as rate cut odds explode
Traders weigh weak hiring against sticky services prices and a wider trade gap.
TradFi
Nasdaq puts $132 billion crypto treasury rush on hold with surprise vote rule
Public companies chasing Bitcoin, ETH, Solana, and XRP must now win shareholder approval.
Investments
Sora unveils $1 billion Bitcoin fund with $200 million already committed
The firm sets a six month window to deploy the full $1 billion in BTC purchases.
Macro
New economic data rejects Trump’s 350bps rate cut dream as Bitcoin falls while stocks climb
Fed weighs modest 25bps move on sticky inflation as US services prices stuck at elevated levels.
Regulation
SEC finally pivots from courtroom battles to rulemaking, offering predictability the market lacked
Rulemaking path points to surveillance, best execution, and deeper liquidity.
Crime
Ethereum smart contracts quietly push javascript malware targeting developers
Attackers used on-chain storage and bogus repos to lure unsuspecting installs.
DeFi
Turtle bets liquidity not vanity will rule crypto with new leaderboard system
A new scoreboard tracks deposits and referrals while market liquidity evaporates.
Analysis
Trump’s $5.6 billion WLFI sparks big question what does it really offer
World Liberty Financial's multibillion debut leaves Aave in the dust
ETF
What happens if Ethereum’s $3.9 billion ETF surge keeps rolling in Q4
Ethereum ETFs could absorb 10% of supply billions in inflows continues to the end of the year.
Politics
Millions bet President Donald Trump is NOT DEAD as Polymarket resignation odds stay under 1%
Polymarket sees 7% chance of 25th Amendment removal as rumors swirl.
People
Thailand’s DV8 Bitcoin treasury push deepens as Jason Fang becomes CEO after 99.9% raise
Sora’s MicroStrategy 2.0 strategy now lands in Thailand, raising stakes for an ASEAN hub.
