Analysis Down from its peak, Kamino just hired a Wall Street CEO Kamino named Michael Weisz, Yieldstreet's co-founder, CEO as it opens a New York institutional lending hub. by Sungjae Lee
Trending $52.7 million moved through x402. Real AI spend was $11K/month TRM Labs analyzed $52.7M in x402 settlements, finding just 0.6-7.5% verifiably agentic AI spend. by Sungjae Lee
Analysis This Dogecoin ETF saw zero flows 83% of its trading days BWOW's last trading day is October 14, 2026; holders get cashed out at the October 21 NAV before final liquidation. by Sungjae Lee
Top Pick Bonds cushioned equity drops only 11% of the time since 2020 BlackRock: bonds failed to offset equity losses 89% of the time since 2020, fueling bitcoin's allocation case. by Sungjae Lee
Trending CryptoQuant just lowered bitcoin's bull-market bar by $1,400 CryptoQuant cut its bull-market trigger for bitcoin from $83,100 to $81,700 amid stalled resistance. by Sungjae Lee
Trending Galaxy Digital's crypto bill odds: 75% to 10% in four months Galaxy Digital cut H.R. 3633 enactment odds from 75% to 10% ahead of the Senate's Sept 15 cloture vote. by Sungjae Lee
Learn PayPal's dollar is now four wrappers deep How PayPal, M0 and MoonPay's PYUSDx lets businesses launch branded dollar tokens backed by PYUSD reserves. by Sungjae Lee
Top Pick SEC cleared Evernorth's XRP listing. It still isn't approved. Evernorth's S-4 went effective Aug 27, clearing Armada Acquisition Corp II's Sept 30 vote on the XRPN Nasdaq listing. by Sungjae Lee
Top Pick Block just swapped 50+ state licenses for one bank charter Block filed for a single OCC trust bank charter to replace 50+ state licenses covering its bitcoin custody business. by Sungjae Lee
Top Pick Bitwise's Solana ETF hit $1 billion in a bear market BSOL becomes the first Solana ETF to top $1B AUM, roughly ten months after its October 2025 launch. by Sungjae Lee
Analysis A file named 'macaroon' let hackers drain Bitcoin nodes BTCPay Server 2.4.2 fixes a bug that let attackers remotely steal LND macaroon credentials and drain Lightning funds. by Sungjae Lee
Analysis 12 validators secure Arc. None of them are anonymous. Circle named BlackRock, Visa, Mastercard and DTCC as Arc's founding validators before its Sept. 16 mainnet launch. by Sungjae Lee