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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Indonesia Energy K-29 Well Hits 2,500 Feet, Nears Target Zone
Commodities18d ago

Indonesia Energy K-29 Well Hits 2,500 Feet, Nears Target Zone

IEC's K-29 well passed 2,500 feet of drilling on Sumatra since spudding July 25. The company plans to core the target reservoir zone near 3,000 feet to optimise stimulation before completing the well.

Monaco proposes MiCA-style crypto license overhaul
Stocks18d ago

Monaco proposes MiCA-style crypto license overhaul

Bill No. 1131 would replace Monaco's 2022 crypto rules with CCAF-based licensing, adding governance, prudential and conduct requirements closer to EU MiCA standards.

65,340 Risky Crypto Addresses Linked to $574M Losses
Crypto18d ago

65,340 Risky Crypto Addresses Linked to $574M Losses

Researchers identified 65,340 risky addresses on Ethereum and BSC with $574M in losses. Two active attack vectors exploit no-code contracts and exposed keys. Disclosure to wallets underway.

SEC Clears Franklin Templeton BENJI Fund for Registered Portfolios
Crypto18d ago

SEC Clears Franklin Templeton BENJI Fund for Registered Portfolios

The SEC cleared Franklin Templeton's registered funds to hold shares of the BENJI tokenized money market fund, removing custody barriers that had kept blockchain-based products out of mutual fund portfolios.

Binance bStocks tops $610M, passes xStocks in tokenized equity race
Crypto18d ago

Binance bStocks tops $610M, passes xStocks in tokenized equity race

Binance bStocks crossed $610M in issuer value, overtaking xStocks less than two months after launch. Token Terminal data shows the tokenized equities market has grown 30x in a year to $2.7B, with Ondo Finance leading at $927M.

Stablecoin Off-Ramp Volumes Surge 446% as Payroll Use Hits $1B
Crypto18d ago

Stablecoin Off-Ramp Volumes Surge 446% as Payroll Use Hits $1B

Stablecoin off-ramp activity surged 446% as payroll platforms processed over $1B. Weekend conversion rates suggest a shift from trading to salary infrastructure.

BoE Tests Stablecoin-Digital Pound Link for Cross-Border Trade
Crypto18d ago

BoE Tests Stablecoin-Digital Pound Link for Cross-Border Trade

The BoE's Digital Pound Lab tested a stablecoin advance paired with simulated CBDC settlement in a cross-border trade scenario, with NOBO Finance, Dun & Bradstreet, and Polygon Labs. The experiment targets export payment delays while London works on stablecoin rules due by 2026.

Cronje Argues DeFi Is Dead, Proposes 'Onchain Finance' Label
Crypto18d ago

Cronje Argues DeFi Is Dead, Proposes 'Onchain Finance' Label

The Yearn Finance founder says modern protocols with teams and upgradeable contracts no longer fit the 'decentralized' label. His Flying Tulip project raised $200M at a $1B valuation.

WNBA's Political Brand Collides With Its Biggest Star
Stocks18d ago

WNBA's Political Brand Collides With Its Biggest Star

After a week of flagrant fouls, social media posts and a co-owner cursing at teenage fans, the WNBA's political brand collides with its biggest star.

Cronje: 'DeFi Doesn't Exist Anymore,' Just Onchain Finance
Crypto18d ago

Cronje: 'DeFi Doesn't Exist Anymore,' Just Onchain Finance

DeFi TVL slid to $75B from $167B in 10 months; ECB finds top 100 wallets hold over 80% of supply, challenging 'fully decentralized' label keeping DAOs out of MiCA.

Bank of England Tests Stablecoins Alongside Digital Pound Settlement
Crypto18d ago

Bank of England Tests Stablecoins Alongside Digital Pound Settlement

A group including Polygon Labs will test an exporter paid in stablecoins and a UK importer settling in digital pounds, inside the same payment flow.

Deribit Routes Spot Trades Through Coinbase After $2.9B Deal
Crypto18d ago

Deribit Routes Spot Trades Through Coinbase After $2.9B Deal

Deribit now routes spot orders through Coinbase Exchange after the $2.9B acquisition closed Aug. 14. The shift gives traders access to deeper liquidity.

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