Strategy Breaks the Never-Sell Bitcoin Doctrine: The DAT Cohort Reckoning
On May 5, 2026, Michael Saylor acknowledged that Strategy may sell Bitcoin to fund dividends — ending the absolute never-sell doctrine and forcing a repricing of every Bitcoin treasury company built around it.
Consensys at the IPO Crossroads: Can MetaMask, Infura, and Linea Justify a $10B+ Public Debut?
Consensys is heading to the NYSE in 2026 with JPMorgan and Goldman Sachs behind a $10B+ valuation. Here's what MetaMask's 30M users, Infura's 10B daily requests, and Linea's zkEVM have to prove — and what Circle and Coinbase already told us about how Wall Street prices crypto infrastructure.
Strategy's $2.54B Bitcoin Bet: Saylor's Preferred-Equity Machine Just Passed BlackRock
Strategy's April 2026 purchase of 34,164 BTC for $2.54 billion pushed holdings past BlackRock's IBIT ETF. A breakdown of the STRC preferred-equity machine that financed it and why institutional Bitcoin demand just crossed a structural threshold.
Bitget IPO Prime Tokenizes SpaceX: How Crypto Exchanges Are Building a Parallel Pre-IPO Market
Bitget's preSPAX launch on April 18, 2026 opens a parallel pre-IPO market that lets retail buyers track SpaceX's $2T IPO without owning equity — reshaping the boundary between crypto exchanges and traditional capital markets.
Kraken's $550M Bitnomial Bet: Buying the Only CFTC-Regulated Crypto Derivatives Stack Money Can Build
Payward's April 17, 2026 acquisition of Bitnomial gives Kraken the only crypto-native company holding all three CFTC licenses — DCM, DCO, and FCM — months before its anticipated IPO. Here is why clearing infrastructure just became the most valuable asset in US crypto derivatives.
Q1 2026 Crypto Fundraising Hits $9.27B — Wall Street Is No Longer Investing in Crypto, It's Acquiring It
Q1 2026 saw $9.27B raised across 255 crypto deals — a 3.2x surge from Q4 2025. Mastercard's $1.8B BVNK acquisition, ICE's $2B Polymarket commitment, and Core Scientific's $1B debt facility signal a structural shift from VC-led funding to TradFi acquisitions.
Nasdaq and Seturion's Pan-European Tokenized Settlement: How a 90% Cost Cut Could Rewire Capital Markets
Nasdaq partners with Seturion to revolutionize Europe's post-trade settlement process, aiming to cut costs by 90% through blockchain technology, transforming the capital markets landscape.
R3 Declares Solana the 'Nasdaq of Blockchains': A New Era for Institutional Capital Markets
R3's partnership with Solana marks a pivotal shift in institutional blockchain adoption, positioning Solana as the 'Nasdaq of blockchains.' Discover how this collaboration is reshaping capital markets and driving a new wave of institutional investment.
Tokenization: Redefining Capital Markets
Tokenization is transforming capital markets by representing assets on blockchain through digital tokens. This article explores insights from industry leaders on how tokenization enhances transparency, reduces settlement friction, and offers global access to markets.