Latest Episodes
ETF Reversal, Miners Go AI, Rules Tighten
ETF flows flipped negative as January’s rally cooled, a Google-backed HPC deal recasts a miner for the AI era, and dYdX’s buyback trial nears its verdict. Plus, we unpack an eIDAS-on-chain blueprint and the 2026 rule switch flipping transparency for banks and exchanges.
Wall Street Goes On-Chain, Vegas Takes Bitcoin
Wall Street signals a shift as the New York Stock Exchange builds a 24/7 tokenized trading venue, UBS readies direct crypto access for private clients, and Binance pursues a MiCA passport via Greece. Plus, Las Vegas merchants test Bitcoin at the register, Larry Fink touts a unified blockchain, and we check the Bitcoin tape ahead of the Fed.
Farcaster Refunds, BitGo IPO, Regulators Unite
Farcaster returns $180 million while keeping the protocol alive, BitGo rings the New York bell, Ledger eyes a $4B IPO, Coinbase assembles a quantum advisory board, and the SEC and CFTC plan a joint session. Plus, a quick check on Bitcoin hovering around $90,000.
Privacy Upgrades, Tokenized ETFs, and Retirement Bitcoin
Stellar’s X-Ray upgrade brings zero-knowledge tools on-chain as Wall Street edges into tokenized ETFs, while Saga battles a multimillion-dollar exploit. We unpack ARK’s bold forecasts and Delaware Life’s move to add Bitcoin exposure to fixed indexed annuities—signals of crypto’s growing mainstream traction.
From Rules to Throughput: Crypto’s High-Stakes Week
Washington signals a shift from regulation-by-enforcement as Hong Kong pushes back on licensing. Plus, MegaETH’s 11 billion transaction stress test, a $5M DeFi exploit with an MEV twist, and Trove’s 95% plunge.
Sanctions Tighten, Mortgages Lean Into Crypto
Europe tightens crypto-related sanctions, Newrez brings digital assets into mortgage underwriting, Steak 'n Shake builds a bitcoin reserve, Anchorage hunts new capital with I.P.O. chatter, and ETF flows diverge between BTC and ETH. Get the key moves and why they matter, in plain English.
Australia Regulates, Axie Reinvents, Big Token Unlocks
Australia’s proposed licensing regime takes center stage, while Ondo and TRUMP unlocks test liquidity and Axie’s bAXS reshapes GameFi incentives. We also check Bitcoin’s calm near 95,000 and preview BitGo’s bid to open the 2026 crypto IPO window.
Quantum Fears, Tokenized Finance, Solana’s Five-Hour Pause
A Wall Street strategist dumps Bitcoin over quantum concerns as State Street goes live with a tokenized asset platform. We break down Solana’s latest outage, the U.K.’s CARF rollout, and new research tightening Bitcoin’s security proofs.
Policy Paused, Payments Tokenize, Chains Speed Up
Markets digest a Senate pause on a key U.S. crypto bill as the BIS moves tokenized wholesale payments into live bank testing, BNB Chain accelerates blocks, India tightens KYC, and Robinhood pressures Congress on staking. We connect the rails, the rules, and the real-world impact for investors and builders.
Stablecoin Pilots, ETF Surge, Ripple’s EU Push
Pakistan explores a USD-pegged stablecoin, Ripple secures preliminary EMI approval in Luxembourg, and U.S. spot bitcoin ETFs notch their strongest inflows in three months. Plus, Backpack debuts cross-margined prediction markets and KB Kookmin Card patents a stablecoin-first credit card.
Policy Heat, IPO Hopes, and Ethereum’s Year
From a Senate markup to BitGo’s IPO plans and Bakkt’s stablecoin push, we break down the signals that matter. Plus, Standard Chartered’s Ethereum call and Florida’s bid to put bitcoin on the state balance sheet.
Quantum-Safe Ethereum, Tether Freeze, Policy Push
Vitalik Buterin outlines a 'walkaway test' for a quantum-safe, self-sustaining Ethereum as Tether freezes $182 million on Tron. We break down $454 million in ETP outflows, a tight U.S. policy window, and Dubai’s new token rules — and what they signal for crypto’s next moves.
Banks Go On-Chain, Ripple’s UK Greenlight
BNY Mellon debuts tokenized deposits, and Ripple secures UK permissions as Britain maps its crypto regime. Plus Uniswap’s browser wallet lands, Russia blocks OKX, and Tennessee targets sports prediction markets.
OCC Clarity, State Stablecoins, Raydium's Surge
Regulators move to clarify trust bank powers as Wyoming rolls out a state stablecoin and Rain raises $250M to bring crypto to everyday cards. Plus, Bitcoin cools under 90k while Solana's Raydium leapfrogs Uniswap in DEX volume.
Privacy on Trial, Restaking Takes Center Stage
Vitalik weighs in on criminalizing code, Colombia turns up tax reporting, and a16z lays out 2026's utility-first thesis. Plus, a $26.6M Truebit exploit and a $170M ETH restaking bet on Linea.
Scaling Quietly: Blobs, Privacy, and Bank Rails
Ethereum boosts blob capacity, Stellar rolls out native ZK primitives, Barclays backs stablecoin plumbing, U.S. spot bitcoin ETFs see a brief outflow day, and Ripple stays private. A fast, six-minute rundown on pragmatic scaling, privacy momentum, and where institutional money is building the rails.
Banks File Crypto ETFs, XRP Ignites, Staking Steadies
Green across the crypto board as Wall Street pushes deeper into ETFs, XRP rallies on relentless inflows, and a live $27 million hack keeps unfolding. We break down staking tailwinds, corporate treasury moves, and the policy and flow backdrop shaping today’s market tone.
Japan's Digital Push and Ethereum's ZK Roadmap
Japan signals a push to integrate digital assets into traditional exchanges, PwC leans into crypto, and Bitcoin holds near ninety-three thousand while Coinbase pauses peso services in Argentina. Vitalik Buterin outlines how ZK EVMs and PeerDAS could reshape Ethereum from 2026 to 2030.
ETFs Surge, SEC Shifts, Dealmaking Returns
U.S. spot ETFs cross two trillion in volume and kick off 2026 with fresh inflows, as the SEC turns all-Republican and Congress eyes prediction markets after a controversial trade. We also break down crypto’s 2025 M&A and IPO comeback and preview Do Kwon’s long-awaited trial later this month.
Aave Reaches Out, Memecoins Rip, Banks Shift
Aave Labs signals revenue sharing to cool governance tensions, BitMine seeks a fifty billion authorized share count and rallies, and Bank of America lets advisors recommend crypto ETPs. Vietnam codifies crypto as property, while PEPE leads a meme-fueled pop as Bitcoin and Ether consolidate.
Wallet Drains, Flow Fallout, DC Shake-Up, Token Drop
From stealthy EVM wallet drains to Flow’s lending limbo, a CFTC power move, Iran’s crypto-for-weapons offer, and Trump Media’s planned token drop with Crypto.com — we break it all down, fast. Practical takeaways and context to help you stay safe and ahead.
New Year, New Crypto Rulebook
Five major crypto rules flip on across the UK, EU, U.S., and Turkmenistan — from CARF and DAC8 to Basel bank disclosures and a new IRS data trail. Here’s what changes today, what to expect in 2026, and how it affects users, platforms, and banks.
ETFs Turn Green, On-Chain Perps Surge
As 2025 closes, spot Bitcoin ETFs swing back to inflows, on-chain perpetuals log another trillion-dollar month, KuCoin unveils an AI assistant, and US enforcement eases. We connect the dots and map the first week of 2026.
SoftBank Buys DigitalBridge, Coinbase Arrest, Tokenization Shift
SoftBank’s four billion dollar DigitalBridge deal spotlights the AI infrastructure race — and its spillover into crypto. Also on deck: a Coinbase insider arrest in India, U.S. moves against North Korean IT rings, tokenization’s shift to bank back offices, and a year-end market pulse.
China’s e‑CNY Adds Interest, Bitcoin Rebounds, Binance Shifts
China moves its digital yuan toward deposit-like money with interest starting in 2026, as Bitcoin steadies above $90K in thin holiday trade. We also cover Binance sunsetting Live, Hong Kong’s Basel-aligned bank rules, and Hats Finance closing its centralized front end.
Scam Blitz, MiCA Deadline, Solana AMM Showdown
California fires off sixteen crypto scam alerts as Lithuania’s MiCA grace period ends, Deribit absorbs a $28 million hit, and DoubleZero raises $28 million to speed blockchain bandwidth. Plus, Pump dot fun’s AMM test pressures Raydium — here’s what it means for users and liquidity.
Quiet Markets, Loud Moves: Deals, Rules, Bitcoin Treasuries
Coinbase doubles down on prediction markets as crypto M&A hits records, the UK sets an October 2027 start for comprehensive rules, and Binance faces fresh scrutiny. Plus, Semler Scientific makes Bitcoin its primary treasury asset amid a quiet-but-twitchy holiday market.
Trust Wallet Alert and the Year-End Range
Trust Wallet issues a critical browser extension fix as Sberbank explores crypto-collateral loans, ETFs bleed, and NFTs slump while Bitcoin and Ether hold their ranges. Get the safety steps, the levels to watch, and the sentiment read heading into the final days of 2025.
Hong Kong's Seatbelt, dYdX Buybacks, Record Hacks
Hong Kong drafts capital rules for insurers entering crypto as Belarus clamps down and 2025 sets a new high for thefts. Plus dYdX launches buybacks and Hilbert buys a high-frequency platform—why it all matters for markets, builders, and policy.
Pipes Not Hype: Wall Street Goes On-Chain
Institutions double down on crypto market infrastructure as JPMorgan eyes client trading, the FDIC sketches a bank stablecoin path, and Cboe debuts perp-style futures. Plus, UniCredit’s tokenized note and J.P. Morgan’s on-chain commercial paper bring tokenization from pilot to production.
Options Overhang, TradFi Perpetuals, Stablecoin Rails
A record Boxing Day options expiry steers crypto’s near-term action as Brett Harrison raises for a non-crypto perp exchange, ETFs show Bitcoin dominance with Ethereum gaining, Shift4 enables stablecoin settlements, and gold trounces Bitcoin in 2025. Fast, data-driven hits with the key narratives to watch into year-end.
Bailouts, On-Chain UBI, and Tokenized Markets
From potential U.S. crypto bailouts to the Marshall Islands’ on-chain UBI, we break down the policy and plumbing shifts reshaping digital assets. Plus, DTCC’s tokenization green light, the UK’s new property law, Bakkt’s token cuts, and a quick market check.
Abu Dhabi Greenlights Binance, Ethereum Scales Up
Abu Dhabi hands Binance sweeping ADGM authorization as Norway’s sovereign wealth fund nods to a Bitcoin treasury strategy in Japan. We break down Ethereum’s Fusaka PeerDAS upgrade, VeChain’s Hayabusa shift, and the weekend’s market and policy signals heading into year-end.
Digital Euro Moves, Hacks Surge, Bitcoin’s 143K Forecast
Europe advances a digital euro with online and offline functionality as Chainalysis details a record year for North Korea-linked crypto thefts. Plus, UniCredit tokenizes a structured note, Senator Lummis bows out, and Citi projects Bitcoin at $143,000 in 2026.
Wall Street, Stablecoins, and a Fed Reset
From SoFi’s bank issued stablecoin to the Fed’s policy shift, this week accelerated the build out of crypto’s core plumbing. We unpack ICE’s MoonPay talks, Coinbase’s prediction market lawsuits, and a new FDIC insured bank aiming to serve the on chain economy.
Coinbase Diversifies, Aave Cleared, Stablecoins Surge Past Visa
Coinbase moves into stocks and prediction markets and taps former UK chancellor George Osborne. The Senate punts crypto legislation to 2026 as Bitcoin cools, Aave closes its SEC chapter, and stablecoins eclipse Visa and PayPal on monthly volume.
Stablecoin Settlement, Binance Bounty, Bitcoin Seller Fatigue
Visa expands USDC settlement to U.S. banks, Binance offers a five million dollar bounty to expose fake listing agents, and a bipartisan bill proposes a federal crypto-fraud task force. Plus, K33 suggests long-term selling may be easing as funds and miners recalibrate after the autumn drawdown.
UK Rulebook, Liquidations, and HashKey’s Hong Kong IPO
The FCA unveils its most detailed crypto proposals as markets slide into key U.S. data. Plus, Cathie Wood buys the dip, HashKey prices its IPO, and Hats Finance sets a front-end shutdown deadline.
Tokenized Yield, Regulated Perps, and a Juventus Twist
JPMorgan takes money market yields on-chain as Cboe debuts U.S.-regulated perp-style futures, while the U.K. locks a 2027 crypto regime and the SEC confronts the privacy debate. Plus, Tether’s billion-euro bid for Juventus gets rebuffed — and what it means for partnerships ahead.
Bittensor Halving, Stablecoins, and Gulf Capital Collide
Bittensor’s first halving lands the same week Grayscale’s GTAO begins public trading, tightening supply and broadening access. Plus: Abu Dhabi’s sovereign funds court crypto, Visa’s stablecoin push accelerates, dYdX weighs BONK revenue sharing, and Frida Kahlo digital twins bring provenance to restricted art.
Bank Charters, Index Drama, Quantum Risks, Texas Solar
Federal regulators open the door to national trust banks while Strategy keeps its Nasdaq-100 seat. We also unpack the CFTC’s tokenized-collateral pilot, the real quantum threat timeline, and a Texas solar-powered bitcoin mine coming online.
Wall Street Tokenizes — Solana Lands J.P. Morgan Debt
DTCC gets an SEC nod to tokenize real assets, J.P. Morgan settles commercial paper on Solana with USDC, and XRP goes multi-chain via a regulated wrapper. Plus, Pakistan opens a licensing path as India pushes back on stablecoins, with Ethereum's latest upgrade lowering costs just as institutions lean in.
Stablecoins to Checkout, Seoul Goes On-Chain
UK regulators fast-track stablecoin payments as a16z plants its first Asia office in Seoul and markets wobble on a hawkish cut and AI jitters. We break down Do Kwon’s looming sentence and why BitMine keeps buying ETH despite the chop.
Wall Street’s Bitcoin Whale, Banks Enter Crypto
A Tether-backed bitcoin treasury company debuts on the NYSE as U.S. banks get the green light to intermediate crypto. ETFs turn positive ahead of the Fed’s final 2025 decision, Standard Chartered cuts targets, and Coinbase lists Hyperlane.
Licenses, IPOs, and Crypto’s Big Decade
From Abu Dhabi to Hong Kong, major crypto moves hit the tape: Circle’s new license, HashKey’s IPO, and Bitwise’s big growth call. We also break down Reuters’ year-end take on bitcoin and the UK’s landmark step recognizing crypto as property.
Asia Sets the Pace for Regulated Crypto
Asia takes center stage as Robinhood buys into Indonesia, Binance anchors under ADGM, Coinbase reopens in India, and GoTyme adds crypto in-app—while India’s U S D T premium snaps shut. We break down what changed, who benefits, and the regulatory milestones to watch next.
Europol Sting, Qivalis Stablecoin, Onshore Perps
Europe takes center stage as Europol breaks a sprawling fraud ring, Italy probes retail risk, and ten banks build a euro-backed stablecoin—while Cboe brings perp-style futures onshore and Beldex advances privacy tech. Clear, fast insights on the rails crypto will ride into 2026.
Bridges, Tokenized Stocks, and Gen Z Gifts
Binance taps co-founder Yi He as co-CEO, Base and Solana connect via a Chainlink-secured bridge, Kraken moves on tokenized equities, Poland stalls MiCA, and Visa finds Gen Z wants crypto for the holidays. A fast, clear rundown to make sense of today’s biggest crypto shifts.
Coinbase’s 24/7 Futures, CFTC’s Spot Crypto Shift
From Coinbase’s always-on altcoin futures to the CFTC’s landmark move bringing spot crypto onto registered futures exchanges, here’s what’s moving markets. We also cover Bank of America’s crypto ETP guidance, Circle’s Arc vision, a Cloudflare hiccup, and a quick price check.
