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613 posts tagged with "Crypto"

Cryptocurrency news, analysis, and insights

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CLARITY Act Clears Senate Banking Committee in Historic 15-9 Vote — What Happens Next
·Dora Noda·9 min

CLARITY Act Clears Senate Banking Committee in Historic 15-9 Vote — What Happens Next

The Senate Banking Committee advanced the Digital Asset Market Clarity Act in a historic 15-9 bipartisan vote on May 14, 2026 — the first comprehensive crypto market structure bill to clear a Senate committee. Here's what the bill does, why the vote matters, and what the 60-vote Senate floor challenge means for crypto's regulatory future.

regulation
legislation
Bitcoin
crypto
+1
Coinbase's Quiet Revolution: How Derivatives and Subscriptions Are Remaking Crypto's Biggest Exchange
·Dora Noda·9 min

Coinbase's Quiet Revolution: How Derivatives and Subscriptions Are Remaking Crypto's Biggest Exchange

Coinbase's Q1 2026 earnings showed a 31% revenue drop on the surface, but underneath: derivatives volume surged 169%, global market share hit an all-time high 8.6%, and subscription revenue now accounts for 44% of net revenue — the clearest signal yet that crypto's biggest exchange is becoming infrastructure.

Coinbase
crypto
trading
stablecoins
+1
Hyperliquid HIP-4 Goes Live: How a Zero-Fee Order Book Just Flipped the Prediction Market Wars
·Dora Noda·9 min

Hyperliquid HIP-4 Goes Live: How a Zero-Fee Order Book Just Flipped the Prediction Market Wars

Hyperliquid's HIP-4 outcome markets launched on mainnet May 2, 2026 with zero fees to open, directly targeting Polymarket and Kalshi as the prediction market industry crosses $8.6B in monthly volume. A single design decision could redraw a $24 billion industry.

Hyperliquid
DeFi
DEX
trading
+1
Zcash's 40% Squeeze: How Multicoin's Disclosure Rebooted the Privacy Trade
·Dora Noda·10 min

Zcash's 40% Squeeze: How Multicoin's Disclosure Rebooted the Privacy Trade

On May 6, 2026, a Multicoin Capital partner disclosed a significant Zcash position and triggered a 40% squeeze that liquidated nearly $60M in shorts. The deeper story is why this privacy rotation looks structurally different from any prior cycle.

privacy
crypto
regulation
zk-SNARKs
+1
Polymarket Hires Chainalysis to Police a Prediction Market That Just Got Too Big to Trust Itself
·Dora Noda·11 min

Polymarket Hires Chainalysis to Police a Prediction Market That Just Got Too Big to Trust Itself

Polymarket's April 30 deal with Chainalysis is the first DeFi-grade insider-trading surveillance system — and the bridge between a $25B prediction-market sector and the U.S. regulators it now has to convince.

DeFi
compliance
regulation
crypto
The XRP ETF Inflow Paradox: $82M Bought, Price Didn't Move
·Dora Noda·11 min

The XRP ETF Inflow Paradox: $82M Bought, Price Didn't Move

April 2026 XRP spot ETFs absorbed $82M across a 20-day inflow streak, yet the price never broke $1.45. Inside the supply-side mechanic that broke the post-2024 ETF rally playbook.

ETF
crypto
institutional-investment
investment-research
+2
a16z Crypto's $2B Fifth Fund: Why a Halved Vintage Is the Loudest Bullish Signal in Crypto VC
·Dora Noda·9 min

a16z Crypto's $2B Fifth Fund: Why a Halved Vintage Is the Loudest Bullish Signal in Crypto VC

Andreessen Horowitz is targeting $2B for its fifth crypto fund — less than half the size of its 2022 vintage. Smaller, faster, and sharper, the raise is the clearest map yet of how 2026 crypto capital actually gets allocated.

A16Z
fundraising
investment-research
crypto
+1
BitMine's 4.19M ETH Staking Bet: When One Public Company Becomes a Validator Empire
·Dora Noda·10 min

BitMine's 4.19M ETH Staking Bet: When One Public Company Becomes a Validator Empire

BitMine staked another 162,088 ETH on May 2, 2026, pushing its position to 4.19M ETH at an 82.59% staking ratio — the most aggressive validator-yield treasury strategy in public markets and a structural shift in who controls Ethereum's validator set.

Ethereum
staking
institutional-investment
infrastructure
+1
Manfred Has an EIN: An AI Just Did What DAOs Spent a Decade Trying to Do
·Dora Noda·10 min

Manfred Has an EIN: An AI Just Did What DAOs Spent a Decade Trying to Do

ClawBank's Manfred became the first AI agent to autonomously file IRS paperwork, open an FDIC-insured bank account, and provision a crypto wallet — quietly clearing a corporate-personhood bar that DAOs spent a decade chasing.

AI
DAO
regulation
legal
+1
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