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Exchange head Shunyet Jan wants Binance measured against payment giants, not rival CEX books, and argues stablecoin volumes still have a runway as banks move in on settlement rails.
Most tokens trade on narrative, not network economics, and the VC says that mismatch is structural, not seasonal, which is why projects keep bleeding once the story fades.
874 $BTC (≈56.6M) moved from unknown wallet to Coinbase Institutional.
844 $BTC (≈54.6M) moved from Coinbase Institutional to unknown wallet.
852 $BTC (≈54.8M) moved from unknown wallet to Coinbase Institutional.
Two of the biggest banks on the sell side just cut their numbers on Circle and Coinbase, while Bernstein and William Blair argue the moat holds. The split matters more than the downgrades.
The OpenUSD yield pass-through model and an August Coinbase revenue renegotiation together compress the structural moat Mizuho says underwrites every stablecoin issuer's valuation.
When the KOSPI swung roughly 17% across two days, a textbook retail rotation was the obvious trade; Upbit's volume rose just 4%, suggesting Korean crypto desks were already elsewhere.
Chainstory's report lands as AI engines like ChatGPT lean harder on Wikipedia, meaning major projects such as Hyperliquid and Sui are invisible to the citation layer shaping how users learn crypto.
The 10-point plan from Treasury and HM Treasury doesn't bind regulators, but it does commit the SEC, CFTC, FCA and Bank of England to work together on tokenized securities, cross-border stablecoins…
The world's largest US-listed crypto exchange just lowered its identity barrier for the world's second-largest crypto market, letting residents onboard with a national ID instead of a passport plus a…
Headline inflation posted its biggest monthly drop since May 2020, re-igniting the disinflation trade and pulling ETH out of a multi-year bear against Bitcoin in the same session.
Leverage is now cleared, but the move back to dollar parity still has to absorb the cost basis of everyone who bought the prior rally. Spot volume and ETF creations carry the bid from here.
Lower network difficulty did not soften the hit: CleanSpark and BitFuFu logged month-on-month production declines, while Canaan used the window to push its BTC treasury to a record.
A 24-day window is unusually tight for a bill this consequential: the legislation would split SEC and CFTC jurisdiction over digital assets, ending the years-long jurisdictional tug-of-war that has…
The shift reframes a transit fee as a capital-incentive package, and ties Gulf energy corridors to US diplomatic leverage rather than tariff revenue.
A transit fee on the world's busiest oil chokepoint would be a geopolitical tariff nobody has tried at scale, and oil markets read it as risk-on inflation news within minutes.
The line matters less for today's market than for the next stress event: when liquidity tightens, the Fed is now on the record saying crypto stands outside the emergency backstop.
A 0.4% monthly fall in consumer prices, the largest since the early pandemic, drained the hawkish-Fed trade that had capped crypto for a week. Energy did the heavy lifting.
The pivot kills a short-lived tariff revenue stream in favor of bilateral investment and a naval blockade on Iranian shipping in the Gulf.
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