Joseph Lubin: Biggest Crypto Bull Run Still Ahead, AI-Driven
The Consensys founder frames the next leg as institutional — Wall Street capital meets AI-driven on-chain agents, with a warning not to trust those agents with real money yet.
Crypto business news — institutional moves, funding rounds, payments, partnerships, and country-level adoption.
The Consensys founder frames the next leg as institutional — Wall Street capital meets AI-driven on-chain agents, with a warning not to trust those agents with real money yet.
The trades land a day after Coinbase launched tokenized U.S. equities and rolled out an AI advisor — moves Benchmark calls a step from crypto venue to broader onchain financial infrastructure.
The payoff cleaned up the capital stack but cut preferred-stock dividend runway by two-thirds — and a debt-free competitor paying daily dividends now sits next door as the cleaner trade.
The 0.2% Digital Asset Tax Act takes effect January 2027 and targets crypto brokers in a way no other state taxes stocks or bonds — industry lawyers say it will trigger geoblocking and capital flight.
Katana CEO Matt Fisher argues the next phase of DeFi lending isn't about pulling users on-chain — it's about making the protocol layer invisible inside cards, apps, and exchanges that already own the…
The discount to par is the lead, not the dollar number: STRC was built to trade near $100, and the gap signals the market wants a richer payout before Saylor's preferred-stock funding channel reopens.
The preferred is supposed to trade at $100 — it just printed $85.32, and with $2.7B in dividends due over the next 12 months, the cost is now showing up on Bitcoin's chart through MSTR-dilution math…
Twelve wallets tied to a16z have quietly bought and staked 4M HYPE on Hyperliquid since March at ~$64 average — the kind of patient TWAP accumulation that turned early a16z bets on L1s into…
Grayscale values Aave at $80 to $100 today and sees a path to $175 if tokenized RWA flow accelerates into DeFi lending — a near-double that hinges on regulatory clarity.
The 11% discount to its $100 stated amount matters more than the price tag — the dividend was designed to defend that level, and it's now visibly failing to.
The narrative is louder than the on-chain footprint: Musk's public disclosure is still the 0.25 BTC from 2020, but SpaceX and Tesla together hold more than 30,000 BTC, and the chart is consolidating…
Fed funds futures have now priced a 35% chance of a September rate hike — up from 12% a week ago — and the dollar's surge past 100 is putting fresh pressure on risk assets across the board.
The headline number is orders of magnitude above the $3–$20 institutional band — and the gap between the two says more about retail-priced-out thesis-making than about XRP itself.
The position size is modest and the leverage is extreme — but the story matters because it lays bare the math retail traders face when they bet against a 30-day chop and the support below them is…
The industry's $150M cash pile is reshaping the next Senate faster than it can deliver the market-structure bill that cash is supposed to buy.
Musk's ~$1.32T fortune has edged past BTC's ~$1.29T market cap — but the story isn't Bitcoin fading, it's capital chasing SpaceX's $2.7T valuation as the new global momentum trade.
The lesson from Cape Verde, Netherlands, and Belgium isn't that upsets happen — it's that win-only contracts priced at 92% collapse to zero the moment a draw lands, while "not to win" and spread…
The soft-peg test: STRC's slide below $92 reveals that without an automatic price floor, Strategy must choose between paying investors more, restructuring the dividend, or watching its…
VanEck's framework values a leased megawatt above 10x gross energized power, versus 2x–6x for pipeline alone — but delivered AI capacity sits at only ~25% of what has been leased, with a near-term…
The bid is real — combined Kalshi and Polymarket volume nearly doubled to $14B by June — but liquidity depth, basis risk, and who settles a disputed outcome decide whether corporate treasuries ever…