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Stablecoin payment pivot accelerates while L2 TVL stagnates – use‑case rotation

Newt Bettec1 month ago5 min read

Stablecoin payments gain pace as L2 TVL stalls Stablecoin payment use cases are drawing more attention in 2026 even as layer-2 total value locked has failed…

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

Cindy Dutta1 month 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…

Dimon’s stablecoin attack reveals institutional fear of retail liquidity migration

Cino Gaperi1 month ago5 min read

Dimon’s stablecoin fight exposes bank deposit concerns JPMorgan Chase CEO Jamie Dimon’s latest attack on stablecoin rewards has put a sharp spotlight on a familiar banking…

Clarity Act passage optimism ignores rising Fed inflation stance – regulatory timing mismatch

Fin Boldom1 month ago6 min read

Clarity Act optimism meets Fed inflation warning Crypto markets are pricing in progress on the Clarity Act, but that optimism is colliding with a Federal Reserve…

French corporate BTC liquidation – a $100M+ treasury unwind as MiCA deadline looms

Cindy Dutta2 months ago5 min read

French crypto firms face MiCA deadline as 90 await licences French crypto companies are moving toward a June 30 deadline under the European Union’s Markets in…

Strategy completes unwind as crypto IPOs forecast $1T – a contrarian rotation into infrastructure

Fin Boldom2 months ago6 min read

Crypto IPOs Seen Building Toward $1 Trillion Market Crypto IPOs are back on Wall Street’s radar, with Jefferies projecting that public listings tied to digital assets…

Bitcoin’s monetary premium repriced by GENIUS Act while on-chain velocity stalls – policy hype vs usage divergence

Cabel Dioli2 months ago6 min read

Bitcoin’s monetary premium gets repriced after GENIUS Act The GENIUS Act has put a new policy lens on Bitcoin’s monetary premium, but on-chain usage has not…

China robot IDs surge but corporate China FX hedging at 5-year lows – tech optimism decoupled from capital flight

Dani Molton2 months ago5 min read

China robot IDs surge as FX hedging hits 5-year low China’s robot IDs surge has become a sharper policy signal this month as Beijing expands oversight…

China imposes travel limits on AI workers at private firms

Cyrus Dailey2 months ago5 min read

China tightens travel curbs on private-firm AI talent China is restricting overseas travel for top artificial intelligence professionals at private firms, including Alibaba and DeepSeek, in…

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