Category

Crypto

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Daily Brief Crypto: Arcium: Enabling The Next Phase Of Private On-Chain Activity and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Arcium: Enabling The Next Phase Of Private On-Chain Activity


Arcium: Enabling The Next Phase Of Private On-Chain Activity

By Delphi Digital

  • Stablecoin payments grew from $1.9B a month in early 2023 to over $10B by mid-2025, yet growth flattens outside contractor payroll, remittances, and card spend.
  • A salary paid on-chain publishes the amount, the employer, and the pay cycle, so companies try the rails once and quietly move payroll back off-chain.
  • Arcium keeps settlement public and moves the computation out of view.

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Smartkarma The Investment Intelligence Platform

Daily Brief Crypto: 57K Jobs. Crypto’s Comeback Week? and more

By | Crypto, Daily Briefs

In today’s briefing:

  • 57K Jobs. Crypto’s Comeback Week?


57K Jobs. Crypto’s Comeback Week?

By Coinstack

  • Bitcoin rebounded to roughly $62,600-$63,000, up 4.5% on the week, after touching a 21-month low near $58,000 on Wednesday.

  • June nonfarm payrolls printed just +57,000 versus 115,000 expected, closing the door on a near-term rate hike and reviving cut odds.

  • US spot Bitcoin ETFs snapped a 10-day, $2.73 billion outflow streak with a $221.7 million inflow, and Ethereum ETFs turned positive after nine straight outflows.


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Daily Brief Crypto: mNAV 0.99x: The Number that Matters and more

By | Crypto, Daily Briefs

In today’s briefing:

  • mNAV 0.99x: The Number that Matters


mNAV 0.99x: The Number that Matters

By Coinstack

  • Bitcoin closed near $60,000, down 6.3% on the week and roughly 52% from the October 2025 all-time high.

  • May PCE printed 4.1% headline and 3.4% core on June 25, the hottest read since April 2023, triggering $1.26 billion in liquidations.

  • Strategy’s enterprise mNAV broke below 1.0 on June 26 for the first time, severing the equity accretion channel for its 847,363-BTC treasury.


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Daily Brief Crypto: Warsh Kills 2026 Rate Cut Hopes and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Warsh Kills 2026 Rate Cut Hopes


Warsh Kills 2026 Rate Cut Hopes

By Coinstack

  • Bitcoin closed at $64,012, down 0.6% as the Fed went hawkish and Digital Credit cracked.

  • June 17 FOMC delivered a hawkish dot plot: 9 of 18 officials now project a 2026 hike; median dot rose to 3.8% from 3.4%.

  • New Fed Chair Kevin Warsh dismantled forward guidance and announced five task forces to overhaul Fed operations.


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Daily Brief Crypto: Crypto Rallies on Peace Not Yet Inked and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Crypto Rallies on Peace Not Yet Inked


Crypto Rallies on Peace Not Yet Inked

By Coinstack

  • Bitcoin closed the week at $64,385, up 4.0%, snapping a four-week losing streak after Trump declared the US-Iran war ended and the BTC ETF outflow streak broke.

  • May headline CPI hit 4.2%, the highest reading since April 2023, and PPI surged to 6.5%, but markets shrugged off the in-line CPI print.

  • US spot Bitcoin ETFs absorbed $85.85 million on June 12, ending a 5-day outflow streak with BlackRock’s IBIT leading inflows.


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Daily Brief Crypto: Someone Wants Satoshi’s $285 Billion and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Someone Wants Satoshi’s $285 Billion


Someone Wants Satoshi’s $285 Billion

By Coinstack

  • Bitcoin closed the week at $61,892, down 16.4%, after Strategy disclosed its first net BTC sale since 2022 and Iran-Lebanon tensions reignited.

  • Strategy sold 32 BTC at $77,135 average to fund preferred-stock dividends, breaking its never-sell doctrine and dragging MSTR shares 14% lower.

  • US spot Bitcoin ETFs extended outflows to 13 sessions, with roughly $4.4 billion withdrawn since May 15.


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Daily Brief Crypto: State Of Token Markets and more

By | Crypto, Daily Briefs

In today’s briefing:

  • State Of Token Markets


State Of Token Markets

By Delphi Digital

  • The problem with token markets was never demand in isolation.
  • It was the structure of what investors were being asked to buy.
  • Across CEX listings, airdrops, unlock schedules, buybacks, memecoins, and revenue-generating protocols, State of Token Markets examines how token issuance broke down, why most holders were left fighting unrelenting sell pressure, and what must change for the next generation of tokens to become genuinely investable capital assets.

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Daily Brief Crypto: One Strike. $1B Gone. Now What? and more

By | Crypto, Daily Briefs

In today’s briefing:

  • One Strike. $1B Gone. Now What?


One Strike. $1B Gone. Now What?

By Coinstack

  • Bitcoin closed the week near $74,054, down 4.0% after U.S. airstrikes near the Strait of Hormuz triggered one of 2026’s largest liquidation events.

  • U.S. spot Bitcoin ETFs bled $2.8 billion across nine consecutive sessions, the longest outflow streak since their January 2024 launch, with $733 million leaving on May 27 alone.

  • Treasury disclosed that $1 billion in Iranian crypto has been seized under Operation Economic Fury.


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Daily Brief Crypto: CLARITY Act Clears Senate Committee and more

By | Crypto, Daily Briefs

In today’s briefing:

  • CLARITY Act Clears Senate Committee


CLARITY Act Clears Senate Committee

By Coinstack

  • Bitcoin closed at $78,109, down 3.2%, as hot CPI and rising global yields erased the prior week’s gains.

  • The Senate Banking Committee passed the CLARITY Act 15-9 on Thursday, the first US market-structure bill ever to clear that committee.

  • Charles Schwab began rolling out direct spot Bitcoin and Ethereum trading on May 13, opening crypto inside an $11.8 trillion brokerage.


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Daily Brief Crypto: Thursday Could Rewrite Crypto Law and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Thursday Could Rewrite Crypto Law


Thursday Could Rewrite Crypto Law

By Coinstack

  • Bitcoin closed at $80,704, up 2.4%, after reclaiming $80,000 mid-week and testing $82,300.

  • Senate Banking confirmed the CLARITY Act markup for May 14, the first real legislative step on the US crypto market structure since January.

  • Strategy posted a $12.5B Q1 loss on May 5 and pivoted from ‘never sell’ to active Bitcoin balance-sheet management.


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