Analysis Only ~6M of the 45M STX locked this cycle backs the bond STX rose 50%+ in four weeks as PoX-5 Bitcoin Bonds filled Bond 2. What the staking demand is worth, and what it isn't. by Sungjae Lee
Analysis Solana's 12.8-second finality drops to 150ms. One slot Alpenglow (SIMD-0326) replaces TowerBFT on Oct 21, 2026 at epoch 1064. Covers Votor, the handoff timeline and what by Sungjae Lee
Analysis USDC's reserves can't easily cross borders when a run hits FSB's G20 note flags multi-issuer stablecoins like USDC and PYUSD-style structures: trapped reserves, 24/7 by Sungjae Lee
Trending A Korean bank lent won against bitcoin. It never touches the Jeonbuk Bank's first won loan backed by bitcoin: corporate-only, third-party custody, court-enforced default and by Sungjae Lee
Learn Exodus never uses a hyphenated domain. Scammers do. eng-exoduswallet.com is not an Exodus domain. See the official exodus.com URLs, how to verify downloads, and common by Sungjae Lee
Top Pick Hashi's $500M is a pledge, not a deposit. Watch this number Hashi's $500M is partner commitments, not deposits. How native BTC collateral on Sui works, who is backing it, and by Sungjae Lee
Analysis Thai brokers can't lend a baht to buy these bitcoin ETFs Thailand's SEC rules for bitcoin and ether ETFs on the SET take effect Oct 16: passive, single-asset, local custody, by Sungjae Lee
Learn Tether froze 93% of THORChain's Tron USDT, then undid it Tether blacklisted four THORChain Tron vaults holding ~1.45M USDT, then lifted it hours later. What happened and why by Sungjae Lee
Analysis Sepolia's 200M gas limit isn't automatic. Validators must Glamsterdam is live on Sepolia. How validators opt in to a 200M gas limit, what the 18 core EIPs change, and what it by Sungjae Lee
Trending Market Pulse Bitcoin ETFs took $119M in while BTC fell below $84K Spot Bitcoin ETFs added $119M on Oct 6 as BTC slid under $84K, while Ether ETFs lost $408M over six sessions. by Sungjae Lee
Trending Strategy swung from an $8B loss to a $21B gain in one quarter Strategy's October 8-K shows a $20.91B Q3 2026 gain on digital assets, 848,000 BTC holdings, and a $70.82B carrying by Sungjae Lee
Analysis Arbitrum just bought a stake in its own stablecoin float Paxos' USDG stablecoin goes live on Arbitrum as a DAO proposal seeks 100M ARB for DRIP to seed USDG liquidity and by Sungjae Lee