Two years ago, Bitcoin gained something it had chased for a long time: a place in the tradfi default menu.
Plenty of people could get exposure to Bitcoin in 2023, as anyone with an exchange account and a tolerance for operational risk could click “buy.” Yet most capital in the US moves through brokerages, retirement accounts, advisory platforms, model portfolios, and compliance checklists.
For...
Banks are fighting stablecoin rewards to protect a secret $360 billion revenue machine.
When Coinbase chief policy officer Faryar Shirzad posted a thread on Jan. 8 warning that stablecoin rewards “remain under debate” as Congress marks up market structure legislation, he attached numbers that banking groups would rather keep quiet.
US banks earn $176 billion annually on roughly $3 trillion they...
BlackRock is telling clients to stop looking at artificial intelligence as software and start treating it as energy.
In its 2026 Global Outlook, the BlackRock Investment Institute argued that the AI buildout is pushing against physical limits and highlighted electricity as the constraint investors are underpricing.
The report’s headline-grabber is its warning that AI-driven data centers could...
Tokenized real-world assets reached $19.72 billion on Jan. 9, the closest the market has come to the $20 billion threshold.
That figure measures distributed assets, which are tokens that circulate on-chain and can be transferred between user wallets. As a result, it excludes another $19.78 billion in active private credit loans, which are tracked as represented assets on-chain for recordkeeping...
Stablecoins used to be a crypto convenience, a way to park dollars between trades without touching fiat. However, the industry has matured enough that BlackRock now treats them as foundational rails for the market.
In its 2026 Global Outlook, the BlackRock Investment Institute argued that stablecoins are widening beyond exchanges and becoming integrated into mainstream payment systems. It also...
A few years ago, the easiest way to explain Bitcoin to a newcomer was to keep it simple, slow, and sturdy.
Ten-minute blocks. Limited space. Everyone checks everything. Nobody gets special treatment.
That design is a feature. It is what makes Bitcoin feel like bedrock.
It is also why every bull market ends up replaying the same argument. Block space gets tight, fees jump, users complain, and...
The first thing you learn when you spend too long around Bitcoin is that everyone has a chart that “always works”, and everyone has a scar from the last time it didn’t.
This week’s chart is making the rounds again, it’s the one that tracks Bitfinex margin longs, and it’s flashing a familiar change in body language. After climbing to a fresh peak, the longs line is starting to tip over, the kind...
The crypto market is flashing early signals of a first-quarter recovery as the dust finally settles on December’s sharp sell-off.
According to a new analysis from Coinbase, four structural indicators suggest the correction was a temporary setback rather than a regime shift. Fresh inflows into spot ETFs, a drastic reduction in systemic leverage, improved order book liquidity, and a rotation in...
The XRP market has opened 2026 by splitting into two distinct realities.
On one side, the institutional “wrapper” trade is thriving, supported by shrinking exchange supply and deepening corporate infrastructure. On the other hand, the underlying on-chain economy is flashing warning signs, with activity metrics fading even as Wall Street deepens its footprint.
This divergence has created a complex...
US-listed spot Bitcoin ETFs have suffered three consecutive sessions of heavy redemptions of more than $1 billion.
The velocity of this U-turn is surprising, considering this year began with a bang. On the first two trading days of this year, the 12 Bitcoin ETF products combined to haul in nearly $1.2 billion.
However, that inflow strength has given way to outflows.
From Jan. 6 through Jan. 8,...