Crypto & Market

Coinbase Spends $375M to Revive the ICO—But This Time, With Guardrails
2025-10-22

Coinbase Spends $375M to Revive the ICO—But This Time, With Guardrails

Coinbase agreed to acquire Echo, an on-chain capital-formation platform, for roughly $375M and plans to fold Echo’s public-sale rails (“Sonar”) into its ecosystem. The aim: retail access with compliance, fewer chaos-filled launches, and tighter post-listing integration. Here’s the strategy, mechanics, risks, KPIs to watch, and what builders and users should actually do next.

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Europe’s Stablecoin Standoff: Why the Commission Sticks With MiCA Despite ECB Warnings — Decoding “Multi-Issuance” and What Happens Next
2025-10-22

Europe’s Stablecoin Standoff: Why the Commission Sticks With MiCA Despite ECB Warnings — Decoding “Multi-Issuance” and What Happens Next

Brussels signals it won’t bolt on last-minute restrictions beyond MiCA, even as central bankers warn about “multi-issuance.” This long-form explainer breaks down what the model is, why supervisors worry, what MiCA already requires, and a practical playbook for issuers, banks, wallets, and exchanges over the next 3–12 months.

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Jupiter’s Prediction Market (Beta) Goes Live With the Mexico GP — What’s Different, How It Works, and a Full 24-Hour Brief
2025-10-22

Jupiter’s Prediction Market (Beta) Goes Live With the Mexico GP — What’s Different, How It Works, and a Full 24-Hour Brief

Jupiter has launched a beta prediction market with its first contract on the Formula 1 Mexico Grand Prix winner. The product pairs a fast Solana front end with a regulated settlement venue, adds conservative limits, and publishes clear rule cards. Below is a comprehensive explainer: architecture, fees, probability math, trader playbooks, risk controls, compliance notes, builder integrations, 90-day scenarios, and an extended FAQ.

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When AI Long/Shorts Crypto: Which Model Wins—and Why the Results Aren’t the Whole Story
2025-10-21

When AI Long/Shorts Crypto: Which Model Wins—and Why the Results Aren’t the Whole Story

Six frontier LLMs each received $10,000 of real capital on Hyperliquid to trade crypto perps for 72 hours using the same prompt and inputs. The leaderboard crowned DeepSeek Chat v3.1 (+38%), followed by Grok 4 (+35%) and Claude Sonnet 4.5 (+25%); Qwen 3 Max finished +9%, while GPT-5 and Gemini 2.5 Pro fell −27% and −31%. This piece unpacks how such outcomes can happen—and the many caveats before you let an AI touch your account.

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Gold Above $4,000: Can It Keep Running? Drivers, Risks, and Scenarios
2025-10-21

Gold Above $4,000: Can It Keep Running? Drivers, Risks, and Scenarios

After a year of relentless gains that pushed spot gold above $4,000/oz, the market is split: do we extend toward the $5,000 calls for 2026, or is a consolidation overdue? This essay weighs macro liquidity, real rates, central-bank flows, valuation anchors (AISC multiples, Dow/Gold), and positioning to map both paths.

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Over $100B Flows Back into Crypto in ~24 Hours: 24-Hour Market Brief — Trump–Xi Signals, Bybit Delistings, Vitalik’s GKR, RVV Fallout, and HyperSwap TGE
2025-10-20

Over $100B Flows Back into Crypto in ~24 Hours: 24-Hour Market Brief — Trump–Xi Signals, Bybit Delistings, Vitalik’s GKR, RVV Fallout, and HyperSwap TGE

Roughly $100B has returned to crypto over the past day as macro and exchange headlines stack up: Trump–Xi meeting slated for APEC Korea, Bybit delists a slate of perps, Vitalik details the GKR protocol for faster ZK proofs, RVV faces a selloff after Binance Alpha listing, HyperSwap confirms its SWAP TGE today, El Salvador adds 8 BTC, and Coinbase’s CEO reminds newcomers you don’t need a ‘whole coin’ to start.

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Visa Says Stablecoins Are Eyeing a $40 Trillion Credit Market: The Data, the Risks, and What Changes for Banks
2025-10-19

Visa Says Stablecoins Are Eyeing a $40 Trillion Credit Market: The Data, the Risks, and What Changes for Banks

A new Visa report argues that stablecoins could reshape parts of the $40T global credit market. In the past five years, stablecoins have already originated $670B in on-chain loans across 1.1M unique borrowers, with USDT and USDC accounting for 98% of activity. We unpack the numbers, the mechanics, and the implications for banks—and what the path to a $360B stablecoin market by early 2026 might look like.

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