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The infrastructure myth, or why macro shocks, not technical failures, govern crypto risk

When the largest liquidation event in crypto history tore through the markets, the industry’s reflexive instinct was familiar. People went looking for a technical scapegoat....

The Warsh-paradox: when good news becomes exit liquidity

Today, the crypto world got everything it wanted. Donald Trump nominated Kevin Warsh to lead the Fed, and Washington is about to avoid a...

Feds Just Knighted Five Crypto Trust Banks. What Could Possibly Go Wrong?

The hero of this story is not a person. It is a shiny new idea, namely digital asset firms marching into the respectable halls...

Powell’s Neutral Pivot Sets the Stage for a More Mature Crypto Market

We view Chair Powell’s suggestion that the Fed may pause rate cuts after December as a prudent, data-driven signal that supports a more stable...

Markets Price In December Fed Cut as Polymarket Shows 83 Percent Odds

Traders are heavily backing a December interest-rate cut, with prediction markets now assigning about an 83 percent chance that the Federal Reserve trims its...

Fed Cut Expectations Slide, but Crypto Shows Resilience Amid Macro Repricing

The sharp decline in market expectations for a December Fed rate cut, now sitting near 33 to 50 percent as the government shutdown delays...

Ripple CLO Hails Fed’s Radical Plan as a Potential “Game Changer” for XRP and RLUSD

In a plot twist worthy of any crypto soap opera, the Ripple camp just got some hopeful fireworks from a Federal Reserve bigwig. Stu...

Why did spot Bitcoin ETFs lose $470 million after the Fed cut rates and Trump talked trade?

Spot Bitcoin ETF outflows in the United States reached about $470 million on Wednesday, the biggest daily withdrawal in two weeks, according to Farside...

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