Newsletter

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.

Mar 23, 2026

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6 min read

Clarity inches forward

The White House and key senators appear to have reached an agreement in principle on the stablecoin-yield language that has been holding up the Clarity Act, with White House crypto adviser Patrick Witt calling it a “major milestone.”

Mar 20, 2026

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5 min read

Crypto layoffs are starting to stack up

The market hasn’t exactly been ripping lately and now the cost-cutting is starting to show.

Strive Breaks Into Top 10 Bitcoin Holders

Mar 19, 2026

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5 min read

Strive Breaks Into Top 10 Bitcoin Holders

Vivek Ramaswamy's Strive (ASST) added 317 BTC in the past week, bringing its total to 13,627.9 BTC and entering the top 10 public bitcoin treasury holders.

Mar 18, 2026

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5 min read

Regulators finally clarify crypto

This is the clearest sign yet that U.S. regulators are trying to replace enforcement-by-ambiguity with an actual rulebook, even before the Clarity Act is passed.

Mar 17, 2026

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5 min read

Mastercard's $1.8B crypto acquisition

Mastercard agreed to acquire stablecoin infrastructure company, BVNK, for up to $1.8 billion.

Mar 16, 2026

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5 min read

Abra Goes Public

Digital asset platform Abra is merging with New Providence Acquisition Corp. III (NPACU) to list on Nasdaq under ticker ABRX, valuing the company at $750 million pre-money.

Mar 13, 2026

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5 min read

Activist Warns Against Pomp's DAT

An activist investor is urging ProCap Financial (BRR) shareholders to reject a merger with CFO Silvia, a five-month-old startup with zero revenue, arguing the deal would dilute their claim on the company's 5,400+ Bitcoin treasury.

Mar 12, 2026

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5 min read

BTC Shell Game

Strive (ASST), the BTC treasury company founded by Vivek Ramaswamy, just bought another bitcoin company's dividend shares while selling its own at a loss – a circular trade that masks a deeper problem.

Mar 11, 2026

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5 min read

How BTC Gets to $1 Million

While many investors dismiss $1 million BTC as fantasy – a 14x increase from here – they're making a basic mistake...

Mar 10, 2026

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5 min read

Circle's Quiet Takeover Of Tether

While Tether’s USDT still dominates stablecoin supply, Circle's USDC has begun outpacing it in transaction volume – hitting new highs last month at more than twice Tether's level.

Mar 9, 2026

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5 min read

Only 1 million BTC left

Bitcoin just crossed another milestone: more than 20 million BTC have now been mined, meaning less than 1 million are left to ever be issued.

Mar 6, 2026

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4 min read

Bitcoin fails to hold $70k

Bitcoin dropped back below $70,000 today, down roughly 4% from Wednesday's near-$74,000 peak, as geopolitical risk pressures the market.

Mar 5, 2026

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5 min read

ICE takes a stake in OKX

Intercontinental Exchange (ICE), owner of the NYSE, is acquiring a stake in crypto exchange OKX, valuing it at $25 billion and securing a board seat. ICE will license OKX's spot prices to launch US-regulated futures products, which OKX will distribute to its 120 million customers.

Mar 4, 2026

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5 min read

Kraken gets 1st access to Fed

Kraken's banking unit just won Federal Reserve master account approval, marking the first time a crypto-native firm has gained direct access to Fedwire, the central bank's core interbank payment system.

Mar 3, 2026

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5 min read

BTC boosts 60/40 portfolio

Adding a 5% allocation (the sweet spot) to a 60/40 portfolio would have boosted the cumulative return of the portfolio to 258.50%, more than doubling the total return of the traditional portfolio.

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

Clarity inches forward

Crypto layoffs are starting to stack up

Strive Breaks Into Top 10 Bitcoin Holders

Regulators finally clarify crypto

Mastercard's $1.8B crypto acquisition

Abra Goes Public

Activist Warns Against Pomp's DAT

BTC Shell Game

How BTC Gets to $1 Million

Circle's Quiet Takeover Of Tether

Only 1 million BTC left

Bitcoin fails to hold $70k

ICE takes a stake in OKX

Kraken gets 1st access to Fed

BTC boosts 60/40 portfolio

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