XRP: Bill Morgan presses Ripple to unlock $32.7B escrow faster
The pace of escrow unlocks could leave 32.74 billion XRP locked until the mid-2030s, a timeline critics say slows supply transparency and the case for XRP as hard money.
Institutional crypto activity — corporate treasuries, custody mandates, pension and endowment moves, and bank involvement.
The pace of escrow unlocks could leave 32.74 billion XRP locked until the mid-2030s, a timeline critics say slows supply transparency and the case for XRP as hard money.
A $3,500 target by 2030 puts the bank in the bullish corner of DeFi, but the real driver is a $2.7T thesis that tokenized RWAs and stablecoins rewire credit markets.
Rolling one-year notional flows just turned negative for the first time in 19 months, and ETP holdings are down 8% from peak. The shape, not the size, is what institutional desks will read.
All three stores-of-value trades are selling off in lockstep as markets price in two Fed rate hikes by March 2027, ending the dominant 2025 narrative that deficits would keep eroding fiat purchasing…
Project Pangea is the rare institutional pilot that names a real cross-border use case. The question is whether LINK captures any of the flow it helps clear.
CZ wants U.S. traders to tap Binance's offshore order books, an arrangement that would lower slippage and fees but tests the firewall regulators have policed since the 2023 settlement.
The deal moves institutional mortgage paper onto a public chain with a privacy-preserving verification model, the structural piece TradFi underwriters need before loan-level tokenization scales.
Geoff Kendrick's call implies roughly 50x from current levels and rests on tokenized assets active in DeFi growing 37-fold by decade-end, with Aave capturing the lending side of that flow.
The Greek unraveling is the third EU jurisdiction where Binance has hit resistance in its licensing drive, raising fresh questions about which path the exchange can still take to operate across the…
Two days of consecutive transfers from IBIT and ETHA into Coinbase Prime point to institutional rebalancing, not panic, but the pace is the fastest since the January ETF peak.
The mid-year audit keeps the October 2025 peak near $126K as the cycle high and pencils in a recovery to $100K by year-end, even as ETP-held BTC sits roughly 8% below prior peaks.
The call lands as the firm's annualized preferred dividend bill climbs past the yield it can realistically fund, turning the treasury flywheel into a structural drag rather than the accelerant it was…
The settlement installs YZi partners inside the BNB treasury vehicle's boardroom after months of public criticism.
Strategy sold 32 BTC in late May, its first since 2022, to fund preferred distributions. With annual dividends now tripling software revenue and cash covering under a year of obligations, the Bitcoin…
The drop reframes the near-term inflation read for the Fed and tightens the conditions under which risk assets have been rallying this quarter.
The layoffs come as the network posts record throughput and tokenized assets hit $203B, while base-layer fee revenue halves and spot ETH ETFs bleed for seven straight weeks.
The Dec. 30 dismissal is now in front of an appellate panel, putting Cuban and the Mavericks back in the litigation cycle Voyager creditors thought they had closed.
The prescription breaks with how Saylor has run the company since 2020: STRC's $82.50 print, 14-month dividend coverage, and a $10.6B unrealized loss make the buy-anything posture look unsustainable…
Dividend coverage on STRC preferred has collapsed from over seven years to roughly 14 months as issuance scales; the read is that the treasury flywheel is starting to grind against its own…
The cooperation agreement ends months of governance friction for the BNB treasury firm, with Ella Zhang and Alex Odagiu joining the board as YZi takes a more active ownership stance.