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Analysis

Galaxy OTC prediction desk launch signals institutional demand for non‑linear crypto exposure

Daniel Lycon1 week ago6 min read

Galaxy launches OTC prediction desk for institutional clients Galaxy Digital on Tuesday launched an institutional OTC prediction markets trading desk, giving hedge funds, family offices and…

Binance 2030 plan emphasizes building while BTC open interest falls – growth narrative vs leverage unwind

Demian Crypter2 weeks ago5 min read

Binance 2030 plan leans into building as BTC open interest falls Binance’s 2030 growth push is colliding with a weaker Bitcoin derivatives backdrop, as the exchange…

Grayscale DeFi call overlooks $5B hyperliquid TVL – perpetuals crowding out real services growth

Cindy Dutta2 weeks ago6 min read

Grayscale Hyperliquid call spotlights $5B DeFi swap Grayscale’s latest Hyperliquid note landed in the middle of a larger DeFi debate: a protocol with roughly $5.5 billion…

Candidate liquidates $800K Bitcoin for campaign – crypto becoming political liquidity tool

Dani Molton2 weeks ago5 min read

Florida candidate liquidates $800K in Bitcoin for campaign A Republican candidate in Florida’s 22nd Congressional District sold about 10 Bitcoin worth roughly $800,000 to help fund…

Iranian $1B crypto seizure shows state‑level on‑chain enforcement now operational reality

Caleb Fing2 weeks ago6 min read

Iranian crypto seizure tops $1B as U.S. widens pressure campaign The U.S. said it has seized roughly $1 billion in Iranian cryptocurrency assets, a move Treasury…

SpaceX funding flows to Asia but stablecoin supply stagnant – liquidity mismatch grows

Owen Patter2 weeks ago6 min read

SpaceX Funding Flows to Asia as Stablecoin Supply Stalls SpaceX-linked funding expectations are rippling into Asian AI suppliers, but stablecoin supply has not kept pace, widening…

Stablecoin supply flat for 3 weeks while exchange balances rise – sidelined capital builds

Cino Gaperi2 weeks ago5 min read

Stablecoin Supply Holds Flat as Exchange Balances Rise Stablecoin supply has been flat for three weeks while exchange balances have moved higher, a pattern that suggests…

Hormuz reopening hopes mask 90-day Brent backwardation – physical tightness defies geopolitical de-escalation

Fin Boldom2 weeks ago6 min read

Brent backwardation signals tight oil despite Hormuz hopes Brent’s 90-day backwardation shows the physical oil market remains tight even as traders price in a possible reopening…

Draft Iran deal priced in but US shale capex lags 2020 levels – oil supply squeeze still latent

Edulia Coinfield2 weeks ago6 min read

Iran oil deal priced in as shale capex lags A draft U.S.-Iran nuclear deal has been largely priced into crude, but the bigger oil-market risk remains…

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