Crypto & Market

BNB Pays for AWS While Macro Winds Shift: What the Last 24 Hours Say About Crypto’s Next Phase
2025-12-18 06:45

BNB Pays for AWS While Macro Winds Shift: What the Last 24 Hours Say About Crypto’s Next Phase

BNB Chain is becoming a payment option for AWS customers via Better Payment Network just as U.S. macro data softens, inflation eases to 2.7%, and policymakers promise lower rates and large tax refunds. At the same time, DeFi builders push new roadmaps, stablecoin and RWA projects seek regulatory clarity, and banks receive a green light from the Fed to re-enter digital-asset activities. This wrap connects the dots between payments, regulation, infrastructure and price action to help long-term investors understand what really changed in the last 24 hours.

Read more →
From 'Do Not' to 'Do It Safely': The Fed Rewrites Its Innovation Playbook for Banks
2025-12-17 19:40

From 'Do Not' to 'Do It Safely': The Fed Rewrites Its Innovation Playbook for Banks

The Federal Reserve has withdrawn a 2023 policy statement that effectively discouraged state member banks from pursuing new products and technologies, replacing it with guidance that explicitly welcomes “responsible innovation.” This article explains what changed, why it matters for insured and uninsured banks, and how the shift could shape experiments in payments, tokenization and other emerging financial technologies.

Read more →
Trump, Samourai Wallet and the Future of Privacy Tools Under U.S. Law
2025-12-17 12:00

Trump, Samourai Wallet and the Future of Privacy Tools Under U.S. Law

President Trump has said he will consider a possible pardon for the CEO of privacy-focused Bitcoin wallet Samourai. The case is not about spectacular price moves but about the legal status of privacy software, the boundaries of money-transmission rules, and how far a government should go in holding developers responsible for how their tools are used.

Read more →
Tariffs, Tax Cuts and a Growing Debt Mountain: Why U.S. Public Debt Keeps Rising
2025-12-17 10:05

Tariffs, Tax Cuts and a Growing Debt Mountain: Why U.S. Public Debt Keeps Rising

The United States is collecting more than 200 billion USD a year in new tariffs and preparing large tax refunds for households, yet public debt is still on track to rise by trillions. This article explains how tariff revenue, tax cuts and the One Big Beautiful Bill Act interact, and why the arithmetic still points to a higher debt burden over the next decade.

Read more →
DAT Updates: Corporate Bitcoin Treasuries Keep Growing Despite Market Volatility
2025-12-17 09:16

DAT Updates: Corporate Bitcoin Treasuries Keep Growing Despite Market Volatility

Fresh DAT figures show that listed companies added more than 10,800 BTC to their balance sheets in the last seven days, led by a major purchase from Strategy and supported by steady accumulation from firms in Brazil and the United States. This article explains what these flows tell us about corporate conviction, why some firms are raising dividends to grow their Bitcoin allocations, and how delisting risks for smaller names highlight the difference between owning BTC directly and owning a BTC-exposed stock.

Read more →
November Jobs Report: A Cooling US Labor Market And The Next Phase For Crypto
2025-12-17 08:15

November Jobs Report: A Cooling US Labor Market And The Next Phase For Crypto

The US unemployment rate rose to 4.6 percent in November while job creation and wage growth slowed. Rather than signalling a sudden collapse, the data point to a controlled cooling of the labor market. This article explains what that means for the Federal Reserve, why markets are unlikely to see an immediate rate cut, and how the evolving macro backdrop feeds into liquidity, risk appetite and digital asset cycles.

Read more →
FDIC Stablecoin Blueprint: When Banks Start Minting Digital Dollars
2025-12-17 04:00

FDIC Stablecoin Blueprint: When Banks Start Minting Digital Dollars

The FDIC has outlined how U.S. banks could issue payment stablecoins under the GENIUS Act, pulling digital dollars into the core of the banking system. At the same time, regulators close a long-running Aave probe, Visa pushes USDC on Solana, CME builds new benchmarks, and DeFi experiments with prediction markets. We unpack what these signals mean for liquidity, regulation and the next phase of crypto adoption.

Read more →
Nasdaq Moves Toward 23-Hour Trading While Crypto Rebuilds Its Macro Edge
2025-12-16 07:50

Nasdaq Moves Toward 23-Hour Trading While Crypto Rebuilds Its Macro Edge

Nasdaq has officially asked the SEC to extend stock trading to 23 hours per day, just as Bitcoin slips below 86,000 USD and a new wave of tokenization, banking and wallet news reshapes the boundary between Wall Street and on-chain markets. This piece unpacks how these stories fit together and what they imply for liquidity, volatility and the next phase of digital-asset adoption.

Read more →
From Wild Frontier to Rulebook: What It Means When the UK Regulates Crypto Like Traditional Finance
2025-12-15 21:00

From Wild Frontier to Rulebook: What It Means When the UK Regulates Crypto Like Traditional Finance

The UK has signalled that from 2027, crypto assets such as Bitcoin will be supervised under the same regulatory umbrella as traditional finance. Crypto exchanges, brokerages and even wallet providers will fall directly under the FCA’s rulebook. This shift could transform the UK market from a lightly governed experiment into one of the most mature and institution-friendly jurisdictions for digital assets — but it will also raise the bar for compliance and reshape which business models survive.

Read more →
How Large Bitcoin Holders Selling Call Options Are Quietly Capping the Rally
2025-12-15 14:00

How Large Bitcoin Holders Selling Call Options Are Quietly Capping the Rally

Jeff Park, CIO of Procap, argues that a growing number of large Bitcoin holders are selling call options instead of waiting for an explosive price move. This systematic call-writing creates a soft price ceiling: as BTC nears popular strike levels, hedging flows and profit-taking can repeatedly push the market back down. We unpack how this mechanism works, why it has become so important in the current cycle, and what might be needed to break through it.

Read more →
Japan’s $500B ETF Exit: Why the Bank of Japan Is Choosing a Century-Long Timeline
2025-12-15 11:45

Japan’s $500B ETF Exit: Why the Bank of Japan Is Choosing a Century-Long Timeline

The Bank of Japan plans to unwind more than $500 billion of equity ETFs — but at a pace so slow it could take over 100 years. Rather than a headline-grabbing shock, policymakers are signalling a carefully managed transition away from emergency stimulus, with an eye on market stability, politics and the credibility of their policy framework. This article unpacks what the plan really means for Japanese equities, global risk assets and the long-term role of central banks in capital markets.

Read more →
JPMorgan’s Tokenized Money Market Fund on Ethereum: What It Really Means for Crypto Liquidity
2025-12-15 04:00

JPMorgan’s Tokenized Money Market Fund on Ethereum: What It Really Means for Crypto Liquidity

JPMorgan is preparing to launch the first tokenized money market fund on Ethereum, turning one of TradFi’s safest cash instruments into on-chain collateral. Combined with new custody guidance from the SEC and renewed political attention on digital assets, the past 24 hours offer a clear snapshot of where the next phase of crypto adoption is heading: regulated balance sheets, programmable cash, and a sharper policy perimeter.

Read more →
Strategy (MSTR) Stays in the Nasdaq 100: Tech Stock or Listed Bitcoin Vault?
2025-12-14 07:01

Strategy (MSTR) Stays in the Nasdaq 100: Tech Stock or Listed Bitcoin Vault?

Strategy (MSTR) has survived the latest Nasdaq 100 reshuffle even though its market value now behaves far more like a leveraged Bitcoin vehicle than a traditional software company. That decision highlights a growing challenge for index providers and passive investors: how do you classify a listed company whose balance sheet is dominated by a single digital asset?

Read more →
SEC’s New Crypto Custody Guidance: What Individual Investors Really Need to Understand About Keys, Wallets and Responsibility
2025-12-13 18:12

SEC’s New Crypto Custody Guidance: What Individual Investors Really Need to Understand About Keys, Wallets and Responsibility

The SEC has published guidance explaining how individual investors should think about crypto custody: from private keys and seed phrases to hot vs. cold wallets and the trade-off between self-custody and third-party services. Behind the basic definitions lies a deeper message: control over digital assets always comes with operational risk, and there is no “undo button” when security fails.

Read more →
Norway Steps Back From CBDC as Stablecoins Quietly Move Forward
2025-12-13 15:00

Norway Steps Back From CBDC as Stablecoins Quietly Move Forward

Norway’s central bank says it sees no urgent need for a retail CBDC, even as a leading US broker begins accepting stablecoins and a major fuel retailer in the UAE turns a dirham-backed token into a real-world payment method. Together, these moves show how the future of money may be shaped less by landmark CBDC launches and more by incremental integration of regulated stablecoins into existing financial rails.

Read more →
Goolsbee Calls for Patience: What a Slower Fed Means for Gold, Stablecoins and the Next Phase of Crypto
2025-12-13 03:30

Goolsbee Calls for Patience: What a Slower Fed Means for Gold, Stablecoins and the Next Phase of Crypto

Chicago Fed President Austan Goolsbee is pushing back against rapid rate cuts, even as gold breaks new records and crypto weathers another wave of liquidations. At the same time, traditional finance is quietly moving closer to digital assets through stablecoin funding, new banking charters and wrapped tokens. We break down what this mix of caution and structural progress really means for the market.

Read more →
From Outsiders to National Banks: What OCC Charters for Circle, Ripple, BitGo, Fidelity and Paxos Really Mean
2025-12-12 11:00

From Outsiders to National Banks: What OCC Charters for Circle, Ripple, BitGo, Fidelity and Paxos Really Mean

The US Office of the Comptroller of the Currency has granted national trust bank charters to Circle, Ripple, BitGo, Fidelity Digital Assets and Paxos. Behind the regulatory jargon is a structural shift: digital asset firms are no longer operating on the edges of banking, but under a federal umbrella that reshapes custody, stablecoins and market infrastructure in the United States.

Read more →
SEC Greenlights DTCC Tokenization Plan as Crypto Rails Go Mainstream
2025-12-12 03:50

SEC Greenlights DTCC Tokenization Plan as Crypto Rails Go Mainstream

The SEC has approved DTCC’s blueprint to tokenize stocks, bonds and treasuries — a structural shift that could move trillions in traditional assets toward public and permissioned chains. At the same time, consumer apps, ETF filings and new infrastructure projects signal that digital-asset rails are spreading across payments, capital markets and entertainment. Behind the headlines, the real story is about market plumbing: who controls the new settlement layer, and how crypto-native infrastructure is being woven into the core of global finance.

Read more →
J.P. Morgan Runs Real Commercial Paper on Solana: Why This Deal Matters More Than the Headline
2025-12-11 22:55

J.P. Morgan Runs Real Commercial Paper on Solana: Why This Deal Matters More Than the Headline

J.P. Morgan has helped Galaxy Digital issue and sell a short-term bond entirely on Solana, with investors paying and being repaid in stablecoins. It is described as the first deal of its kind in the US commercial paper market. Beyond the headline, this transaction hints at a future where public blockchains quietly handle the plumbing of global finance, while banks, stablecoin issuers and on-chain networks converge into a single stack.

Read more →
UK FCA Makes Stablecoin Payments a 2026 Priority: What It Really Means for Digital Finance
2025-12-11 20:00

UK FCA Makes Stablecoin Payments a 2026 Priority: What It Really Means for Digital Finance

The UK’s Financial Conduct Authority has named domestic stablecoin payments and a full digital-asset rulebook as top priorities for 2026. Behind the headlines, the plan is not just about allowing a new form of payment – it is about defending London’s role in global finance, redefining how banks, fintechs and on-chain platforms interact, and carefully managing the risks of programmable money.

Read more →