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Benito Cormi

Retail missed the peso rally – Argentine Bitcoin premium evaporates

Benito Cormi2 months ago5 min read

Argentine Bitcoin premium fades as peso rally narrows Argentina’s long-running Bitcoin premium has evaporated as the peso recovered, removing one of the clearest local price dislocations…

Vitalik’s vision post triggers no ETH alpha – narratives decouple from rate‑sensitive flows

Benito Cormi2 months ago5 min read

Vitalik’s Ethereum vision did not deliver ETH alpha as narratives decouple Vitalik Buterin’s latest Ethereum vision post did not produce an obvious ETH price reaction, even…

Hyperliquid emerges as challenger to exchanges per FalconX

Benito Cormi2 months ago5 min read

Hyperliquid Challenger Claim Gets Support From FalconX Hyperliquid is emerging as a challenger to traditional exchanges and prediction markets, according to a FalconX report cited by…

Stablecoin inflows slow to $120M despite geopolitical flare-up – capital remains defensive

Benito Cormi2 months ago3 min read

Stablecoin Inflows Slow as Risk Appetite Stays Muted Stablecoin flows have slowed to about $120 million even as geopolitical tensions kept markets defensive, pointing to continued…

Peirce’s synthetic distinction clarifies $4.5B market structure – regulatory arbitrage narrowing

Benito Cormi2 months ago6 min read

Peirce’s synthetic distinction sharpens SEC market structure case WASHINGTON – SEC Commissioner Hester Peirce’s latest comments on a “synthetic” distinction in crypto market structure have sharpened…

Ark Invest purchases $12.5M in Bullish shares over four days

Benito Cormi2 months ago4 min read

Ark Invest buys $12.5M of Bullish in four-day streak Ark Invest bought another $5 million worth of Bullish shares on Thursday, extending a four-day buying streak…

Aschenbrenner 13F filing shows macro shift – crypto ignored as AI and industrials favored

Benito Cormi2 months ago7 min read

Aschenbrenner 13F Shows AI and Industrials Over Crypto Leopold Aschenbrenner’s latest quarterly disclosure has drawn attention for what it does not show as much as what…

Russian stablecoin resilience priced in – dollar liquidity gap still widest since 2022

Benito Cormi2 months ago6 min read

Russian stablecoin A7A5 holds as dollar gap widens Russian-linked stablecoins have kept expanding even as access to dollar liquidity remains constrained, with new reporting showing A7A5…

XRP’s rally lacks a liquidity anchor, stablecoin supply growth remains negative

Benito Cormi2 months ago6 min read

XRP Rally Lacks Liquidity Anchor as Stablecoin Supply Falls XRP’s recent attempt to extend higher is running into a familiar constraint: liquidity. On-chain and market commentary…

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