Newsletter

May 1, 2026

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2 min read

Tether's Billion-Dollar Quarter

Tether published its attestation for Q1 2026 this morning, posting $1.04 billion in net profit. The report also showed excess reserves increased to a record $8.23 billion.

Twenty One Capital surges after Tether proposes 3-way merger

Apr 30, 2026

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1 min read

Twenty One Capital surges after Tether proposes 3-way merger

Tether has proposed combining Jack Maller’s Twenty One Capital (XXI) with his other company, Strike, as well as Elektron Energy into a single public company spanning bitcoin treasury, mining, financial services, and lending

Apr 29, 2026

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2 min read

Robinhood dropping on earnings

Robinhood’s Q1 results were not a disaster, but they were not good enough for a stock still carrying a lot of crypto-cycle optimism.

Apr 28, 2026

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2 min read

Galaxy’s Helios datacenter is live

The company delivered its first data hall to CoreWeave in April, which means its Texas AI data center campus is officially moving from construction project to revenue-generating business.

Apr 27, 2026

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2 min read

Litecoin Rewrites Part of its Chain

It's not the end of Litecoin, and LTC barely moved on the news, but it is still a bad look for a network that has long marketed itself as boring, reliable, and battle-tested.

Apr 24, 2026

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2 min read

DeFi’s Bailout Moment

A coalition of crypto platforms launched "DeFi United" to absorb bad debt from the April 18 KelpDAO exploit, which drained $292 million and left Aave facing a $123.7 million to $230.1 million shortfall.

Apr 23, 2026

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1 min read

US military running Bitcoin node

The U.S. military is now openly experimenting with Bitcoin, not because it wants exposure to the asset, but for use as a “computer science tool.”

Kalshi Eyes Crypto Expansion with Perpetual Futures

Apr 22, 2026

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2 min read

Kalshi Eyes Crypto Expansion with Perpetual Futures

According to The Information, Kalshi plans to enter the crypto trading market by offering perpetual futures. The prediction markets leader, which holds CFTC licenses and recently secured a margin trading license, aims to compete with exchanges like Coinbase, Kraken, Binance, and Hyperliquid

The best performing crypto stock in 2026

Apr 21, 2026

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1 min read

The best performing crypto stock in 2026

Circle (CRCL) is up nearly 30% this year as other crypto-adjacent stocks are in the red. See Coinbase (-13%), Robinhood (-22%), Gemini (-55%), Figure (-17%).

Apr 20, 2026

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2 min read

Largest DeFi Exploit of 2026

The stolen tokens represent roughly 18% of rsETH's circulating supply. This marks Kelp's second security incident in a year. After investigating the hack, Kelp DAO as pointing at North Korea's Lazarus group as the culprit.

Apr 17, 2026

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1 min read

BTC pops on Hormuz opening

Iran's foreign minister declared the Strait of Hormuz completely open for the ceasefire period, prompting President Trump's approval and sending oil down nearly 10% to $85.90 per barrel. Bitcoin rose to $76,400 on the news.

Schwab opens crypto trading to 39M clients

Apr 16, 2026

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1 min read

Schwab opens crypto trading to 39M clients

Charles Schwab is rolling out direct bitcoin and ethereum trading to retail investors, marking its first spot crypto offering

Apr 15, 2026

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5 min read

Musk is rebuilding PayPal... inside X

X has launched Cashtags, a feature letting users view live price charts and posts for stocks and crypto directly in their timelines.

Apr 14, 2026

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5 min read

Bitcoin Tests $75K

Bitcoin spiked above $75,000 this morning, up nearly 6% in 24 hours, as US-Iran de-escalation news sparked a relief rally and short squeeze.

Apr 10, 2026

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5 min read

Move over quantum... here comes AI

Anthropic on Tuesday unveiled Claude Mythos Preview, a frontier AI model it says is so capable at finding and exploiting software vulnerabilities that it cannot be released to the public.

Apr 9, 2026

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5 min read

GLXY bets big on AI infrastructure

Galaxy filed its first annual report as a Nasdaq-listed company, pivoting from purely crypto narratives to also regulated infrastructure

Apr 8, 2026

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6 min read

NYTimes: Satoshi is Adam Back

Back, of course, denies...

Apr 7, 2026

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5 min read

FIGR keeps scaling

Figure (FIGR) – the fairly new fintech pubco that uses the blockchain to move home-equity loans around – got a fresh vote of confidence from Bernstein after the fintech’s March loan volume topped $1 billion for the first time and helping drive $2.9 billion in first-quarter originations.

Apr 6, 2026

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5 min read

N. Korea linked to $280M Drift hack

Drift Protocol on Saturday detailed a six-month social engineering campaign that culminated in the April 1 theft of $280 million from its Solana exchange.

Coinbase wins OCC trust charter approval

Apr 3, 2026

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5 min read

Coinbase wins OCC trust charter approval

Coinbase says it has received conditional OCC approval to form Coinbase National Trust Company, which is a meaningful regulatory step – but not because the company is becoming a bank.

Apr 2, 2026

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5 min read

Drift hacked for $285 million

Solana-based trading platform Drift suffered an exploit yesterday, draining at least $285 million across multiple vaults.

Apr 1, 2026

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5 min read

CoinShares enters US public markets

Plus, Franklin Templeton launches Franklin Crypto aimed at pensions, sovereign wealth funds, and other institutional investors

Mar 30, 2026

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6 min read

David Sacks exits crypto role

David Sacks is stepping down as the US government's crypto and AI czar to join Trump's new tech council as co-chair of the President's Council of Advisors on Science and Technology (PCAST).

Mar 25, 2026

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5 min read

What is CRCL worth?

Using conservative assumptions (a $1.9 trillion market by 2030, Circle holding 25% share, and margins cut in half), Circle could be worth as much as $75 billion – roughly double today's price.

Mar 24, 2026

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5 min read

Tether beats up on CRCL

Tether has hired a Big Four accounting firm to conduct its first comprehensive audit of reserves backing USDT, the $180 billion stablecoin.

Tether's Billion-Dollar Quarter

Twenty One Capital surges after Tether proposes 3-way merger

Robinhood dropping on earnings

Galaxy’s Helios datacenter is live

Litecoin Rewrites Part of its Chain

DeFi’s Bailout Moment

US military running Bitcoin node

Kalshi Eyes Crypto Expansion with Perpetual Futures

The best performing crypto stock in 2026

Largest DeFi Exploit of 2026

BTC pops on Hormuz opening

Schwab opens crypto trading to 39M clients

Musk is rebuilding PayPal... inside X

Bitcoin Tests $75K

Move over quantum... here comes AI

GLXY bets big on AI infrastructure

NYTimes: Satoshi is Adam Back

FIGR keeps scaling

N. Korea linked to $280M Drift hack

Coinbase wins OCC trust charter approval

Drift hacked for $285 million

CoinShares enters US public markets

David Sacks exits crypto role

What is CRCL worth?

Tether beats up on CRCL

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