Midas Letter Pro - May 2026
ArkenYield Ltd., a private fintech firm, has secured roughly $1.6 billion to launch its on‑chain market‑making protocol for institutional stablecoin positions. The company projects a 20 percent annual percentage yield (APY), implying that invested capital could double in five years. This ambitious yield stems from limited competition among market makers and the firm’s proprietary liquidity‑provision technology. While the claim attracts attention, it also invites scrutiny over sustainability and regulatory risk.
The Yield Stack Explained: How Institutional Stablecoin Returns Actually Work in 2026
The institutional stablecoin market has surpassed $300 billion in 2026, prompting treasurers to ask where the advertised yields originate. The answer is a six‑layer “yield stack,” ranging from risk‑free T‑bill‑backed wrappers (3.5‑5.5% APY) to direct institutional lending (10‑15% APY). Each layer...
Kevin Bambrough Is 'All In' On Hydrograph Clean Energy
Kevin Bambrough, the former Sprott asset‑manager who oversaw roughly $10 billion, sat down for a marathon interview to discuss Hydrograph Clean Energy (CSE:HG). He argues the company’s yet‑to‑be‑commercialized graphene technology could generate "billions and billions" of revenue. The hour‑long video has...
Stablecoin Will Outcompete Banks for Deposits, Regardless of Congressional Rules
The White House Council of Economic Advisors concluded that stablecoin yields do not pose a serious threat to traditional lending, prompting a sharp rebuttal from the American Bankers’ Association, which warns that higher yields could trigger a mass migration of...
Military Metals Advances World's 3rd Largest Antimony Project
Military Metals Corp announced an NI 43‑101 inferred resource of 67,000 tonnes of antimony at 1.02% grade, accompanied by 220,000 ounces of gold, at its Trojárová project in western Slovakia – the world’s third‑largest primary antimony deposit. The company plans a pre‑feasibility...