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48 posts tagged with "trading"

Cryptocurrency trading and markets

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The Seven-Day TradFi Blitz: How Schwab, Morgan Stanley, and Kraken Just Collapsed the Crypto Exchange Moat
·Dora Noda·9 min

The Seven-Day TradFi Blitz: How Schwab, Morgan Stanley, and Kraken Just Collapsed the Crypto Exchange Moat

Charles Schwab opened spot Bitcoin and Ethereum trading to 39 million retail clients on May 13, 2026, the same week Morgan Stanley E*Trade went live at 50 bps and Kraken launched CFTC-regulated margin. Together, they structurally compressed the fee advantage crypto-native exchanges spent years building.

Bitcoin
TradFi
institutional-investment
trading
+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 Is Live: How Prediction Markets Just Got a Perp Exchange Backbone
·Dora Noda·9 min

Hyperliquid HIP-4 Is Live: How Prediction Markets Just Got a Perp Exchange Backbone

Hyperliquid's HIP-4 brings native binary outcome contracts to the world's largest decentralized perp exchange — unified margin, zero open fees, and a CLOB processing 200,000 orders per second. Here is what it means for Polymarket, Kalshi, and the $29B/month prediction market sector.

Hyperliquid
prediction markets
DeFi
trading
+1
Coinbase's GOLD-PERP Gambit: When Wall Street Sleeps, Crypto Now Trades the Metals Market
·Dora Noda·10 min

Coinbase's GOLD-PERP Gambit: When Wall Street Sleeps, Crypto Now Trades the Metals Market

Coinbase's May 6, 2026 launch of GOLD-PERP and SILVER-PERP — 24/7, USDC-settled, up to 25x leverage — collapses the trade-offs between CME, Hyperliquid, and tokenized gold, putting commodities inside the same perpetual-contract format as crypto, equities, and event markets.

Coinbase
Hyperliquid
TradFi
trading
+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
Bitcoin Volatility Just Became an Asset Class: Inside CME's June 1 BVX Futures Launch
·Dora Noda·11 min

Bitcoin Volatility Just Became an Asset Class: Inside CME's June 1 BVX Futures Launch

CME Group's June 1, 2026 launch of cash-settled Bitcoin Volatility (BVX) futures gives Wall Street its first CFTC-regulated way to trade BTC vega with zero delta — a structural unlock for long-vol funds, dispersion desks, and term-structure carry strategies that have been priced out of crypto vol until now.

Bitcoin
TradFi
institutional-investment
trading
+1
GraniteShares' 3x XRP ETFs Hit NASDAQ May 7: The Last Triple-Leveraged Crypto Bet After the SEC's 200% Cap
·Dora Noda·11 min

GraniteShares' 3x XRP ETFs Hit NASDAQ May 7: The Last Triple-Leveraged Crypto Bet After the SEC's 200% Cap

GraniteShares' 3x Long and 3x Short XRP ETFs are scheduled to begin trading on NASDAQ on May 7, 2026 after five SEC delays — the first U.S. triple-leveraged crypto ETF to clear registration since the SEC invoked Rule 18f-4 to halt ProShares' identical filings.

ETF
crypto
regulation
trading
+1
Hyperliquid HIP-4 Day One: How a Single BTC Pair Outran Polymarket in Six Hours
·Dora Noda·9 min

Hyperliquid HIP-4 Day One: How a Single BTC Pair Outran Polymarket in Six Hours

Hyperliquid's HIP-4 outcome markets went live on May 2, 2026 and overtook Polymarket on a single BTC pair within six hours — here is what zero-fee opens, USDH collateral, and unified margin actually unlocked.

Hyperliquid
prediction markets
DeFi
DEX
+1
Polymarket's 17x Year: How Prediction Markets Compressed Five Years of Crypto Adoption Into Twelve Months
·Dora Noda·9 min

Polymarket's 17x Year: How Prediction Markets Compressed Five Years of Crypto Adoption Into Twelve Months

Polymarket processed $25.7B in March 2026 — a 17x volume jump in twelve months. Inside the user-behavior data, the Hyperliquid HIP-4 challenge, and the regulatory ceiling that decides whether prediction markets become infrastructure.

DeFi
Hyperliquid
Polygon
regulation
+1
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