CFTC’s Rise: From Overlooked to Market‑Focus Powerhouse
Katherine on how the CFTC went from the stepchild of financial regulators to the most talked about agency in the room "For years the CFTC kind of languished. At your average big law firm, you might have had 50 expert SEC practitioners. You might have had one CFTC expert" "It was just kind of the stepchild of financial regulators. People just didn't focus on this regulator in the way they focused on the SEC" "That feels like it's really changed. And it's changing by the day. And it's not necessarily due to crypto" "One of the big drivers is prediction markets and perps"
Tokenization Race Speeds up; Legal Framework Lags Behind
The tokenization race is accelerating in real time: Citi's "tokenized shares" are actually depository receipts, and Coinbase just entered the race with on-chain shares and dividends. The catch: legal infrastructure hasn't caught up. Live on DEX in the City → https://t.co/MaImoS2ho5
HYPE ETFs Set Record Debut, Target $100 by July
$900M in volume, $153M in net inflows, just one month in. 📈 Spot $HYPE ETFs are off to the strongest crypto ETF debut on record by market cap and options traders are now pricing a 10 - 15% chance of $100...
Overregulation Drives AI Consolidation, Boosts Incumbents
"Maybe the future is the AI mullet, where you have the decentralized AI in the back end" Christopher Perkins on why overregulating AI hands the game to incumbents and China "The Chinese are coming up with very sophisticated, very cheap models. The...
Digital Asset Secures $355M, Signaling On‑Chain Capital Markets
🚨 $355 MILLION raised. Digital Asset just landed one of crypto's biggest institutional rounds — led by a16zcrypto, with BNP Paribas, Citadel Securities, HSBC, CME Ventures, and the Abu Dhabi Investment Authority all in. Capital markets are going onchain. This is what...
Tether Invests $1.4B to Power Robot Crypto Wallets
Tether just bet up to $1.4B on a future where robots have crypto wallets 🤖💸 The deal: embed self-custodial wallets + edge AI directly into Neura's machines so they can earn, transact, and settle — autonomously. Tether believes the machine...
Claude Fable 5 Thinks Like Senior Engineer, Not a Bot
"I was reading what Fable was writing and it felt almost human like. It was really kind of a bit scary" Kain on testing Claude Fable 5 against a hard codebase problem "I gave it this problem and it was so good....
Profit Keeps Controversial Platforms Uncancellable, Says Luca
Luca on why the PumpFun outrage never sticks: "These guys are uncancellable… they keep making money and it's sticky and it's working." He's says it doesn't fit his personal moral compass, "but if it's working..." https://t.co/OhZ7qaEbVs
Strategy Stock Costs 9% to Hold Bitcoin Unlevered
'If you want just Bitcoin unlevered, why not buy an ETF?' @austincampbell does the math on the latest @bitsandbips: owning Strategy's common stock pencils out to a ~9% funding cost just to hold Bitcoin. Full episode with @ramahluwalia and @perkinscr97: 🎧 Timestamps: 💣 02:24...
On‑Chain Signal Untriggered: Crash Likely Textbook, Not Panic
The onchain signal that's marked every cycle bottom — a move below realized price — still hasn't fired. Our new premium piece explains why this crash may be more textbook than terrifying: https://lnkd.in/eggbUwPz
Retail Misled: STRC Dividend Can Vanish, Dilutes Bitcoin
😳 The big takeaways from this conversation with @GlennOnrampBTC: 👉About 80% of STRC holders are retail investors who were told it’s like a “bank account” 👉Per the STRC prospectus: the dividend can be suspended for any reason, any time 👉Strategy is now trading...
Blockstream's Fundraising Surge Raises Questions Amid SEC BSTR Approval
Interesting questions about Adam Back, Chris Cook, and Blockstream’s fundraising binge. Especially given the BSTR greenlight by the SEC … 👀
Fed Stays Idle, Prefers Inaction Over Erratic Rate Moves
"I don't think the Fed has a consensus to either raise or cut. The easiest thing to do is nothing" Austin on why the Fed ends up paralyzed and sitting on its hands "You've gotta ask, are memory prices up and going...
Bitcoin Breaks Key Support; AI Triggers Zcash Sell‑off
This week's Bits + Bips covers a lot of ground. Bitcoin dropped below $60,000 and broke the 200-week moving average, a level that has historically marked the floor of crypto bear cycles. And Anthropic's Claude identified a security vulnerability in...
11-Person DEX vs Nasdaq: Hype vs Reality
Is an 11-person DEX really “bigger than the Nasdaq”? Kain and Luca Netz weigh the bull case for HYPE against Kyle Samani's 'Binance 2.0' knock. 🎲 New Uneasy Money. 🎧 https://lnkd.in/d7xjc6K9