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

Edulia Coinfield2 months 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…

NASA ETF’s $2.6B inflow reveals retail using space‑themed wrapper for private market exposure

Coinan Porter2 months ago4 min read

NASA ETF draws $2.6B as retail buys SpaceX access Tema ETFs’ NASA fund has drawn more than $2.6 billion in assets in a little over two…

BNB surge precedes Binance product reveal but stablecoin supply stagnant – speculative decoupling

Cora Skindell2 months ago5 min read

BNB surges on Binance product tease as stablecoins lag BNB climbed roughly 12% to about $739 over the past 24 hours as traders positioned ahead of…

DeFi protocol security upgrades accelerate while on‑chain insurance TVL stagnates – mispriced tail risk

Benito Cormi2 months ago6 min read

DeFi security upgrades outpace on-chain insurance TVL DeFi security upgrades accelerated into 2026 even as on-chain insurance TVL failed to keep pace, leaving a gap between…

Isaac Patka’s three‑multisig safety standard ignores rising base layer validator centralization

Insa Monroe2 months ago6 min read

Isaac Patka’s three-multisig standard targets DeFi risk Isaac Patka is pressing DeFi protocols to separate emergency freezes, parameter changes and contract upgrades into three distinct multisigs,…

Bitcoin ETF inflows persist but futures basis compression signals institutional caution – flow divergence

Blount Charleston2 months ago6 min read

Bitcoin ETF inflows persist as futures basis cools Bitcoin ETF inflows have remained positive even as Bitcoin futures basis has compressed, a split that points to…

Argentina seizes $8M yet BTC open interest hits 3-year high – local adoption resilient

Gapster Innes2 months ago5 min read

Argentina Seizes $8M in Crypto as BTC OI Hits High Argentina’s Buenos Aires authorities on May 31 said they arrested 24 people and seized more than…

Futures funding turns positive after 12 days neutral – longs accumulate despite spot weakness

Cyrus Dailey2 months ago6 min read

Futures funding turns positive after 12 days neutral Futures funding on major crypto perpetuals has turned positive after 12 days at neutral levels, a shift that…

Iran leadership strike triggers risk-off yet treasury term premium remains compressed – flight to safety is shallow

Blair Connolly2 months ago5 min read

Iran strike risk-off is shallow as Treasury term premium stays compressed Iran leadership strike risk has triggered a risk-off move across global markets, but the rebound…

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