Research
Analysis
Stablecoin to settle $5 trillion and challenge SWIFT in 2026 amid $3.3T July volume
Stablecoins quietly move $3.3 trillion in monthly volume as payments showdown looms as soon as next year.
Analysis
Trump 401k order to drive up to $122 billion into Bitcoin, Ethereum through default flows
The math behind how even 1% of 401(k) defaults could send billions into Bitcoin and Ethereum.
Adoption
NBU draws red line on crypto payments as Ukraine eyes October legalization
Ukraine delays crypto law to October while keeping door open to Bitcoin reserves.
Stablecoins
Hong Kong’s first HKD stablecoin race begins as Standard Chartered files early
Standard Chartered teams with Animoca and HKT to launch Hong Kong’s first regulated HKD stablecoin.
Adoption
Trump opens $12.5 trillion 401(k) market to crypto and private equity access
Trump rewrites 401(k) rules unlocking private markets for 90 million savers.
TradFi
$640M SPAC fuels Parataxis Bitcoin buy-up as public BTC treasuries surpass 230
Bitcoin-first SPAC deal sees $31M deployed before merger even finalizes.
Mining
US Bitcoin miners face 21% rig cost surge after Trump’s tariff goes live
US hashrate dominance under threat as mining margins collapse post-tariff.
Lightning
Bitcoin’s Lightning Network capacity declined 20% in 2025 but it’s NOT as bad as it sounds
Bitcoin withdrawals via Lightning hit 15 percent despite public network decline.
Analysis
Gold legally barred from what BTC, XRP, TON, ETH are now doing to Wall Street
Ethereum is flooding public treasuries while gold sits shackled by 1940s law.
Stablecoins
Ethena’s $9.5B USDe could now challenge USDC’s number 2 spot by 2027
USDe's $3.1B influx raises questions about stability amid historic fiat dominance.
RWA
BlackRock’s BUIDL fund hit by $447M outflow after 18-month record breaking $2.8B inflow
Reallocation by major holders drives BUIDL-I share class drawdown, impacting BlackRock fund's net outflow.
Derivatives
Altcoins lead crash as $751M liquidated in last 24 hours and Bitcoin falls to July low
Fear and greed index tumbles to 'neutral' as Bitcoin's $114,000 dip sparks liquidation wave.
