Analysis Archive – Page 16

Jupiter Lend v2 Lets Borrowed Assets Earn Solana Trading Fees
Jupiter launched Lend v2 on Solana, letting supplied and borrowed assets both earn DEX trading fees. Here is what changes for lending economics on Solana.

Hedge Funds Flip Net Long on CME Bitcoin Futures After Years of Shorting
Hedge funds on CME have flipped to net long Bitcoin futures for the first time in years, per CryptoQuant's CEO. What the rare positioning shift signals.

Mastercard Buys Stablecoin Firm BVNK for $1.8 Billion
Mastercard acquired stablecoin payments company BVNK for $1.8 billion, moving to own the settlement rails instead of routing around them. What the deal signals.

UK FCA Prepares Rules for Tokenized Gold to Defend London Bullion
The UK's FCA is drafting a regulatory framework for tokenized gold to protect London's bullion trade as China's onchain gold market expands, per FT reporting.

Spot ETF Inflows Top $1.3B in a Week as BTC, ETH, SOL, XRP All Gain
US spot crypto ETFs pulled in over $1.3B last week, led by $853.54M into Bitcoin and $244.94M into Ether, with Solana and XRP funds also net positive.

NYSE Is Building an Onchain Settlement Platform for Tokenized Securities
NYSE President Lynn Martin says the exchange is developing native onchain settlement for tokenized securities, a structural shift for how US markets clear trades.

Esper Calls the CLARITY Act a National Security Priority
Former Defense Secretary Mark Esper says passing the CLARITY Act is a national security matter, reframing US crypto rules as a contest over dollar stablecoins.

World Liberty Financial Took $100M From a Money-Laundering Suspect
Trump-backed World Liberty Financial received $100M from Guren 'Bobby' Zhou, a businessman under money-laundering investigation, per a New York Times report.

Community Bankers, Not Crypto Lobby, Stall the CLARITY Act
The CLARITY Act has stalled again in the Senate, and the resistance is coming from community bankers worried about deposits, not the usual crypto skeptics.

Grayscale Pulls Cardano, Hedera and Polkadot ETF Filings
Grayscale withdrew S-1 registrations for its Cardano, Hedera and Polkadot spot ETFs on August 7, 2026, filing all three Form RW requests within minutes.
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