Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Giancarlo says crypto's tactical mistake was tying its fate to the CLARITY Act. Failure would knock out weaker players. 'Fortune favors the bold.' He also warns about Fourth Amendment concerns.
JPMorgan warns declining CLARITY Act odds and draft provisions on DeFi and AML could slow institutional crypto adoption. Senate vote expected after recess, analysts said.
South Korea's Bithumb plans a 2028 IPO after a costly error and governance overhaul, but a 54% drop in trading volume and Upbit dominance pose risks.
DeepX's $529M valuation from $80.5M round shows AI chip competition for foundry capacity, pressuring crypto mining hardware lead times.
Robinhood's UK crypto registration clears a regulatory hurdle as the company expands internationally. HOOD stock has pulled back from July highs, but Bernstein sees 85% upside with a $160 target.
BlackRock filed two tokenized money market funds with the SEC, aiming to serve as reserve assets for stablecoin issuers under the GENIUS Act. The funds offer onchain shares and multi-chain access.
Blockchain investigator ZachXBT calls hardware wallets 'complete garbage,' suggests an old iPhone instead. Tornado Cash's Roman Storm warns of BIP39 passphrase gap. Trezor and Keystone urge caution.
A yen carry trade unwind hit Bitcoin and Ethereum after Japan and the US intervened to buy yen for the first time since 2011, spending $36.58 billion.
Shelbit, run from a Dubai office above a hotel, processed at least $4B since May 2024. At least $676M reached Binance. OFAC aware. Binance disputes $540M figure after fine.
StonkBrokers NFT floor price surged 368% to $12.6K two weeks post-launch. Robinhood Chain monthly active users jumped 3,065% to 2.8M. Liquidity shifts from memecoins to NFTs may test sustainability.
Bithumb targets a 2028 IPO after restructuring its business and upgrading controls following a February error that credited users 620,000 BTC instead of won.
Senate recess looms, Polymarket odds drop 7% in a week. Bernstein sees bottom late Q3 with potential regulatory acceleration under Project Crypto.
Sanders and McKenzie say the CLARITY Act would weaken SEC oversight and give crypto special treatment. Passage odds have already fallen to 27% after Senate delays.
South Africa's Treasury and central bank want crypto transfers abroad to go through authorized providers and be reported to the SARB. Comments due Sept. 30.
BitGo's LINK interface lets institutions trade across centralized exchanges while assets stay in qualified custody, eliminating the counterparty risk that defined the 2022 exchange collapses.
The crypto bill's odds fell to 31% in prediction markets. Bernstein analysts said failure could accelerate SEC-CFTC rulemaking via Project Crypto. Agency rules without legislation risk reversal, they added.
South Korea's Bithumb pushes IPO target to 2028, citing regulatory scrutiny per Korean reports. No venue or financials confirmed. The timeline is provisional.
Hyperscale Data pledged Bitcoin on Morpho Protocol to raise $30M for its Michigan data center buildout. Shares dipped then recovered in pre-market trading.
France proposes ratifying the OECD's CARF standard, enabling automatic exchange of crypto transaction data with 47 countries starting September 2027. The move follows DAC8 transposition and comes amid rising crypto-related physical attacks in Europe.
France's August 2026 decree drops the FDI threshold to 10% for non-European investors, explicitly covering cryptology firms. Blockc
Draft rules replace the 1961 Exchange Control Regulations after a High Court ruling left crypto in a regulatory gap. Fines reach R1 million. Comments due June 30.
Bithumb plans a 2028 IPO via a three-stage process, starting with internal controls and K-IFRS adoption. The exchange faces a $24.5M fine, a CEO bribery probe, and a disputed display error.
Five men were convicted in a London kidnapping where two French crypto investors were held 52 hours and forced to transfer $30,000. The case mirrors rising physical coercion in crypto crime.
Bithumb is overhauling governance for a post-2028 IPO while Bitget exits Japan entirely. The split shows how compliance costs now decide where exchanges operate.
Bithumb targets 2028 IPO after restructuring. The exchange plans risk management upgrades by end-2026, with a preliminary review in 2027. CEO admitted internal control flaws after a $40B bitcoin error earlier this year.
Bithumb targets 2028 IPO after a two-year compliance overhaul, switching to global accounting standards and strengthening internal controls before filing for a preliminary review in 2027.
Robinhood obtained UK crypto registration on July 31, clearing the way for services before the FCA's new authorization process opens in September. The approval unlocks a key market.
A Coldcard hardware wallet flaw from 2021 may expose $89M in bitcoin. Coinkite urges migration. The debate between self-custody and ETFs heats up.
Bithumb targets 2028 IPO after recovering from a $43B Bitcoin error. The exchange is overhauling governance ahead of South Korea's 22% crypto gains tax taking effect in January 2027.
US-Japan yen intervention unwinds $5B-$10B in carry trades, hitting crypto leverage. Bitcoin open interest fell 4% as stronger yen forces position unwinding.