Crypto & Market

2025-12-06 04:03

Ondo Finance Takes Tokenization Debate to Washington as Crypto Markets Reset

Ondo Finance has submitted a detailed tokenization roadmap to the U.S. Securities and Exchange Commission, calling for flexible ownership models and deeper on-chain integration of traditional securities. The move comes as Bitcoin briefly loses the 89,000 USD level, leverage is flushed out of the market and regulators worldwide refine their approach to both spot crypto and tokenized real-world assets.

2025-12-05 22:28

PCE at 2.8%, Gold Up, Bitcoin at $89K: Why the Fed’s Focus Is Quietly Shifting to Jobs

US PCE inflation for September came in almost exactly as expected at 2.8% year-on-year, with core PCE also at 2.8%. Gold broke to new highs while Bitcoin slipped toward $89,000. Beneath those headline moves is a deeper shift: with inflation now close to target, the balance of risk inside the Federal Reserve’s dual mandate is tilting away from prices and toward the labour market.

2025-12-05 19:55

JPMorgan’s 170K Bitcoin Scenario: What Has to Go Right (and What Could Go Wrong)

JPMorgan has outlined a path under which Bitcoin could trade near $170,000 within 6–12 months, assuming it continues to behave like a digital version of gold. But that scenario also leans heavily on how one highly visible corporate holder manages its balance sheet and on a looming index decision that could drive billions of dollars in passive flows.

2025-12-05 17:11

IMF, Stablecoins and Monetary Sovereignty: When Crypto Dollars Meet Fragile Currencies

The International Monetary Fund is sounding the alarm that rapidly growing, dollar-pegged stablecoins could weaken monetary sovereignty in countries with fragile currencies. As almost all major stablecoins are tied to the US dollar and adoption accelerates in high-inflation economies, the IMF is urging governments to set clear rules that prevent private digital dollars from quietly becoming a de facto national currency.

2025-12-05 09:00

Solana Mobile’s SKR Token: Turning Phones into a Native Web3 Economy

Solana Mobile has confirmed that SKR, a new token designed for its Seeker phone and broader hardware stack, will launch in January 2026 with a 10-billion fixed supply and an inflationary reward schedule. Beyond another ecosystem asset, SKR is Solana’s attempt to knit hardware, software and blockchain into a single mobile-native economy governed by users and independent Guardians.

2025-12-05 03:16

21Shares Launches 2x SUI ETF as Regulators Draw Lines on Leverage

A new 2x Sui ETF from 21Shares has just gone live on Nasdaq under the ticker TXXS, giving traditional investors leveraged exposure to one of the newest Layer-1 networks. The move lands exactly as the SEC reiterates its caution on higher-leverage products and as crypto markets digest a wave of institutional news, from spot-market approvals to new Solana and Bitcoin vehicles. This article explains how TXXS works, why regulators are drawing a line at 2x, and what the past 24 hours of headlines suggest about the next phase of the cycle.

2025-12-04 21:45

Aster’s Layer-1 Roadmap and the 7.5% Supply Shock: What It Really Means for ASTER

Aster has just paired an ambitious Layer-1 roadmap for H1 2026 with a large-scale buyback-and-burn that removes roughly 7.5% of ASTER’s circulating supply from active float. This piece unpacks what the move tells us about Aster’s strategy, how the new Aster Chain could change the project’s economics, and what cautious investors should watch as the protocol transitions from a multi-chain derivatives app to its own base layer.

2025-12-04 20:15

SEC Tokenization Debate: When Does a DeFi Protocol Become an 'Intermediary'?

At a new SEC Investor Advisory Committee meeting on tokenized assets, representatives from Citadel, Coinbase and Galaxy clashed—politely—over one question that will define the next decade of digital markets: when does a supposedly decentralized protocol count as a regulated intermediary? The answer will shape how tokenization evolves, how much of DeFi can remain permissionless, and how traditional institutions plug into blockchain rails.

2025-12-04 13:30

No Buffer Left: The Fed’s Empty Reverse Repo Facility and What It Means for Markets and Crypto

The Federal Reserve’s reverse repo facility has quietly fallen from more than $2 trillion in 2023 to essentially zero today. That shift removes a key liquidity buffer that previously absorbed Treasury issuance and shielded bank reserves. With quantitative tightening now paused and the Treasury General Account likely to draw down, the next phase of policy may involve the Fed adding liquidity rather than draining it—an inflection point with important implications for risk assets and digital currencies.

2025-12-04 09:46

US Labour Market Blinks: What a Weaker Jobs Engine Could Mean for the Next Fed Cut

The latest ADP private-sector employment report showed an unexpected loss of 32,000 jobs in November, with the sharpest weakness concentrated in small businesses and cyclical industries. That downside surprise strengthens the case for another Federal Reserve rate cut at next week’s meeting and raises a bigger question: is the US economy gliding slowly toward a soft landing, or are we watching the first cracks of a broader slowdown?

2025-12-04 03:00

SEC Pushes Back on 3x–5x Leveraged Crypto ETFs as Institutions Double Down on Digital Assets

US regulators are drawing a red line at highly leveraged crypto ETFs even as Wall Street giants, stablecoin issuers and DeFi protocols roll out new products at full speed. The result is a market that is cautiously optimistic: structural adoption is accelerating while policy makers try to contain the riskiest forms of speculation.

2025-12-03 22:00

MicroStrategy, Fidelity and the Rise of Bitcoin as Institutional Collateral

MicroStrategy has moved another 11,642 BTC—about $1 billion—into Fidelity’s omnibus custody system, bringing the total shifted to roughly 177,351 BTC. Once pooled together with other institutional clients, more than a quarter of these holdings no longer show up as a distinct on-chain footprint. This article explores what that opacity means for Bitcoin’s effective free-float supply and why many observers see it as the foundation for a new, collateral-driven phase of institutional adoption.

2025-12-03 19:29

Rising US Debt, Tokenization, and AI Power Demand: Why BlackRock Thinks Crypto Is Entering a New Phase

BlackRock is sending a clear message: soaring US government debt, a changing bond market and new digital-market infrastructure are reshaping how large investors think about Bitcoin and other crypto assets. From spot ETFs and options to tokenized securities, stablecoins and even AI-driven power demand for miners, the world’s largest asset manager is sketching a future where digital assets are not a fringe trade but part of the institutional toolkit.

2025-12-03 18:14

When Wall Street Stops Saying No: Schwab, Vanguard and Bank of America Pull Crypto Into the Mainstream

Three of America’s most conservative financial giants—Charles Schwab, Vanguard and Bank of America—are no longer standing on the sidelines. Schwab is preparing to let clients trade Bitcoin and Ethereum directly, Vanguard is opening its platform to crypto ETFs, and Bank of America is formally endorsing a small portfolio allocation to digital assets. Together, these moves mark a structural shift: crypto is being pulled from the periphery of finance into the centre of mainstream wealth management.

2025-12-03 11:00

Fed Repo Support and the Bessent Doctrine: Liquidity Relief Without Full-Blown Easing

Scott Bessent has called for a quieter Federal Reserve that focuses on long-term monetary stability instead of constant commentary, just as the Fed quietly injects $13.5 billion into the banking system via repo operations. Together, those moves highlight a delicate transition: away from aggressive balance-sheet tightening, but not yet toward full-scale easing.

2025-12-03 06:29

Grayscale’s Chainlink ETF Debuts as Institutions Lean Deeper Into Crypto

Grayscale’s new Chainlink Trust ETF (GLNK) has launched on NYSE Arca on a day when spot Bitcoin ETFs cleared more than $5 billion in volume, Bitcoin reclaimed the $93,000 area and major institutions openly endorsed modest crypto allocations. The combination of a new Chainlink product, supportive legal moves and stronger ETF flows paints a picture of an asset class moving further into the financial mainstream—without removing the need for careful risk management.

2025-12-02 11:00

Gold and Silver Surge on Fed Rate-Cut Hopes: What the New Highs Really Mean

Gold has climbed to a six-week high near $4,264 per ounce and silver has printed fresh records around $58.82, supported by expectations that the Federal Reserve will soon pivot toward interest-rate cuts, a softer US dollar and signs of slowing economic momentum. This article unpacks what is driving the move, how gold and silver respond to shifts in policy and why investors should treat this rally as a case study in macro dynamics rather than a simple one-way bet.

2025-12-02 08:00

Fed Officially Halts Quantitative Tightening: What a Liquidity Pause Means for Markets and Crypto

The Federal Reserve has confirmed that it is stopping quantitative tightening (QT), ending a multi-year stretch of balance-sheet shrinkage. That decision effectively locks the size of the Fed’s portfolio in place and removes one of the key channels through which liquidity was being drained from global markets.

2025-12-02 05:13

Vanguard Finally Opens the Door to Crypto ETFs: A Liquidity Turning Point in a Fear-Driven Market

Vanguard, a $11 trillion asset manager long seen as a holdout, is officially allowing clients to buy spot crypto ETFs tied to Bitcoin, Ethereum, Solana and XRP. The decision lands on the same day Bitcoin slips below $85,000, long positions are flushed, and the Fed formally ends quantitative tightening—a rare moment when fear in the data collides with structurally improving access and liquidity.

2025-12-01 22:05

Could Strategy Ever Sell Its Bitcoin? Reading the CEO’s 'Last Resort' Comment

For years, the leadership of Strategy has insisted that its large Bitcoin position would never be sold. A recent podcast appearance softened that language: CEO Phong Le now says the company 'could' sell BTC as a last resort to protect shareholders if the stock trades below its net asset value. Markets reacted immediately, raising questions about leverage, mNAV and how much one company really matters for Bitcoin’s long-term path.

2025-12-01 03:36

TON’s New Private Compute Network Debuts as Crypto Enters December in the Red

Bitcoin opens December with a sharp slide under $87,000, wiping more than $140 billion from global crypto market value, even as TON hosts a major new launch: Cocoon, a decentralized private compute network inside the Telegram–TON ecosystem. We break down what Cocoon means for privacy-focused infrastructure, how ETFs and stablecoins are quietly reshaping flows, and why this volatile 24 hours is about more than just one red candle.

2025-11-30 21:36

Bitcoin Ends a Brutal November: What a 17% Red Month Means for December

Bitcoin is heading into December on the back foot, sliding from around $91,000 to $85,800 in just a few hours and closing November down more than 17%. Historically, November has often been a strong month for BTC, but 2025 broke that pattern and arrived just as the Federal Reserve is set to end quantitative tightening. This piece unpacks what actually happened, why markets can fall even on seemingly positive policy news, and how to think about drawdowns without turning short-term volatility into long-term panic.

2025-11-30 19:00

How a Corporate CEO Is Using Equity and Debt to Accumulate Bitcoin for Decades

While most investors think in terms of “buy low, sell high,” one corporate CEO is using a very different playbook: blending equity capital and long-term debt to accumulate Bitcoin as a strategic treasury asset over 10–20 years. This article breaks down how that structure works, why it can be powerful inside a company, and which parts—if any—make sense for individual investors.

2025-11-30 16:25

China’s Renewed Crackdown on Crypto and Stablecoins: What It Really Means

China’s central bank has once again underlined that crypto assets have no legal status as money and singled out stablecoins as a priority target for enforcement. While the mainland keeps a firm ban on trading and mining, Hong Kong is experimenting with regulated stablecoin frameworks. This analysis unpacks how Beijing’s stance fits into its broader financial-risk agenda, the rise of the digital yuan, and what these mixed signals mean for global stablecoin adoption and cross-border payments.

2025-11-30 08:51

Nasdaq’s Big Bet on Tokenized Stocks: Bridge Between Wall Street and Crypto or Just New Plumbing?

Nasdaq has made SEC approval for tokenized stocks a top priority, proposing stock-backed tokens that would trade under the existing securities rulebook. Supporters see a breakthrough bridge between traditional markets and blockchain; skeptics argue most of the benefits may stay inside Wall Street’s perimeter rather than flowing into open crypto ecosystems. This analysis explains what Nasdaq is really asking for, why it matters, and what questions investors should ask before stock tokens become mainstream.

2025-11-30 06:38

Ethereum’s Fusaka Upgrade: Faster, Cheaper, More Accessible — Without Leaving Decentralization Behind

On 3 December 2025 Ethereum activates the Fusaka hard fork, a major upgrade focused on speed, lower fees and better usability. Fusaka expands data capacity for rollups, introduces passkey logins for mobile wallets, raises the block gas limit and adds enterprise-friendly signature standards such as secp256r1. This deep dive explains what actually changes under the hood, how it affects users, developers and institutions, and why it matters for Ethereum’s long-term position as the settlement layer of the internet.

2025-11-30 04:45

CoinShares Walks Away From a Solana Staking ETF – What Does It Really Signal?

CoinShares has quietly withdrawn its planned Solana Staking ETF in the US, even as other Solana funds attract hundreds of millions of dollars. This move is not a verdict on Solana itself, but a window into how complex staking products are to structure, market and regulate – especially for an issuer preparing a high-profile SPAC merger. We break down the possible motives, what it means for the broader Solana ETF ecosystem, and how investors should interpret the split between spot and staking products.

2025-11-29 21:20

When Bitcoin ETFs Become BlackRock’s Biggest Revenue Engine

BlackRock has confirmed that revenue from its Bitcoin ETFs has surpassed traditional pillars like gold, bonds and real estate products. This shift tells us as much about institutional demand for BTC as it does about the evolution of the asset-management business itself. We break down why these products are so profitable, who is driving the flows and what this means for the next phase of the crypto market.

2025-11-29 17:00

Turkmenistan Legalises Crypto Under Tight State Control: What It Really Means

Turkmenistan is moving from a full ban on crypto to a heavily supervised framework starting in 2026. Exchanges, custodians and miners will be allowed—but only under strict licensing, on-chain oversight and state-controlled infrastructure. Here is what this shift reveals about the next phase of crypto regulation in tightly managed economies.

2025-11-29 09:06

When Cheap Power Isn’t Cheap Enough: Tether’s Uruguay Mining Dream Stalls

Tether’s decision to halt its ambitious Bitcoin mining project in Uruguay is a case study in how energy pricing, regulation and execution risk can derail even a half-billion-dollar plan. We break down what went wrong, what it means for the economics of mining, and why investors should look beyond simple narratives about “cheap power”.

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