Crypto News
Markets, Layer 1 infrastructure, regulatory shifts, and on-chain data with the same rigor we bring to hardware.
Coinbase Q2 – ETF Flows, Base Revenue, Stripe Wedge
Three lines that move COIN this quarter: ETF custody flows, Base sequencer fees, the Stripe stablecoin partnership.
ETH ETF Inflows Hit Daily Record
$890M in single-session inflows. What it means for the BTC/ETH ratio trade going into Q3.
Base TVL Crosses $14B – Coinbase Pockets the Sequencer Windfall
$14.2B locked, sequencer fees on track for ~$280M annualized to Coinbase.
MiCA Stablecoin Passport – Who Can Issue and Who Cannot
The full list of EU-compliant issuers, the ones that pulled out, and what it does to USDT in EU markets.
SOL Fees vs ETH Gas – The Ratio Trade That Worked in Q1
A clean basis trade exploited the fee gap for 14 weeks straight. Here is the math.
Circle Prices IPO at $26 – The USDC Math
Float, lock-up window, and what the USDC reserve composition implies for run-rate.
Binance vs OKX Volume Divergence
What MiCA compliance is doing to flow – and where the lost volume is rotating.
EigenLayer Withdrawal Update – At a Cost
Withdrawals open after the latest patch but the slashing rules cut both ways.
Memecoin Graveyard 2026 – Bleaker Than Retail Thinks
Of 47K launched in 2025, 89% are functionally dead. The 2026 cohort is worse.
Tether’s Quarterly Treasuries Hit $124B
The headline figure plus the context most reporters miss on rehypothecation and yield strategy.
Bitcoin Halving: One Year On, What the Data Shows
Hashrate, miner economics, and the post-cycle behavior the talking heads got wrong.