This is Not Bitcoin’s Cycle
Last cycle mainstreamed Bitcoin. This one may belong to Zcash and alts with real revenue, buybacks, and newly opening U.S. markets.
Analysis
Robinhood sees blockchains upgrading markets, with tokenized assets, perps, and AI agents at the center of its next phase.
The CFTC just gave every wallet and DeFi interface the same legal shield it gave to Phantom.
The SEC's new Innovation Exemption lets permissioned AMMs trade tokenized, rights-bearing U.S. stocks for the first time.
Analysis
The USDC issuer just launched its own Layer 1, arriving to an arena already fielded by Tether and Stripe.
Analysis
CLARITY's latest Senate push failed after an ethics deal revived hopes, leaving crypto's path to lasting U.S. rules unclear.
Analysis
The Standard Reserve turns bank charters into soulbound NFTs and monetary policy into code.
Analysis
Highlighting a handful of Robinhood Chain tokens on our radar right now.
Analysis
Still in private beta, Variational is already moving billions via its RFQ model.
Analysis
A suspicious OpenAI encounter highlights growing distrust around AI data, and why Venice and onchain inference markets may benefit.
Everything we publish, an ad-free feed with early access, and the complete archive of Bankless episodes.