Stablecoin Payments Surge 45% While Supply Stalls: Who’s Capturing the Value?
Stablecoin payment volumes have surged 45% while total supply remains flat, signaling a shift in value capture from issuers to distributors. Exchanges, payment processors, and DeFi protocols are reaping the rewards as...
·
4d ago
Nine US Issuers Push Back on Tokenized Stock Listings as Ownership Rules Take Center Stage
Nine US-listed companies have opposed the listing of tokenized versions of their shares, arguing that without issuer authorization and proper shareholder record-keeping, such products could undermine governance and investor protection. The dispute...
·
5d ago
Bond Market Has Already Delivered the Fed’s Last Hike: What It Means for Crypto and All Assets
The real tightening this cycle is coming from the bond market, not the Fed. As asset pricing shifts from central bank guidance to 'whose cash flow is real,' crypto faces a quality...
·
Oct 13, 2026
When AI Agents Start Spending ‘Bank Deposits’: The Settlement Unit Battle Has Begun
AI agents are beginning to transact using tokenized bank deposits, not just stablecoins. This shifts the settlement unit debate from a technical question to an institutional one: whose money, whose rails, and...
·
Oct 12, 2026
Gold and Treasuries Dumped Together: The Real-Rate Pricing Chain Rewriting Every Asset
Gold and US Treasuries were sold off together, breaking the classic safe-haven playbook. The unifying driver is the real interest rate, which is quietly re-linking gold, bonds, the dollar, and risk assets...
·
Oct 7, 2026
Rising Treasury Yields Meet a Resilient Crypto Market as the ‘Risk-Free’ Label Starts to Crack
US Treasury yields keep climbing, yet crypto markets are holding steady rather than selling off. The divergence suggests investors are quietly redefining what counts as 'risk-free' — and reallocating capital across a...
·
Oct 6, 2026
The $400M Crypto Heist: When Private Keys Stay Safe but Trust Chains Break
A nearly $400 million crypto theft shows that private keys were not stolen — the trust chain authorizing wallet signatures was. The incident exposes a critical gap in exchange and DeFi operational...
·
Sep 28, 2026
Fed Hikes Rates for First Time in Three Years: Stagflation Fears Meet Tightening Bias
The Fed's first rate hike in three years carries stagflation undertones and a tightening bias. We break down the under-reported details from the press conference and what they mean for crypto markets,...
·
Sep 17, 2026
CLARITY Act Stalls: Will Crypto Regulation Now Wait Until 2030?
The CLARITY Act's failure in Congress removes the near-term prospect of comprehensive crypto market-structure legislation, with the next realistic window possibly stretching to 2030. Markets are adjusting to a new reality where...
·
Sep 16, 2026
RWA Narrative Returns as Crypto Market Recovers: A Structural Repricing Is Underway
The crypto market rebound has revived attention on real-world asset tokenization, but the deeper story is a structural repricing of risk assets. Tokenized Treasuries, private credit and on-chain funds are moving from...
·
Sep 11, 2026
No updates yet — follow the articles tab for now.