Analysis Archive – Page 2

BlackRock Says Bitcoin Moves on Its Own Drivers, Not Equity Sentiment
BlackRock's Jay Jacobs says Bitcoin is driven by geopolitical and inflation risk, not broader market sentiment. What the framing means with BTC at $76K.

Strategy's STRC Has Bought 10x More Bitcoin in 2026 Than Every ETF Combined
Strategy's STRC preferred has accumulated 77,000 BTC in 2026, ten times the net intake of every US spot Bitcoin ETF combined, per River data.

Coinbase's x402 Launches Agent.market, an App Store for AI Agents
Coinbase's x402 protocol rolled out Agent.market, a paid service catalog where autonomous AI agents can buy access to APIs and tools using stablecoins.

Grayscale Swaps Coinbase Custody for Anchorage on Hyperliquid ETF
Grayscale amended its Hyperliquid ETF filing, naming Anchorage Digital Bank as custodian and replacing Coinbase Custody in institutional crypto custody.

Polymarket Eyes $400M Raise at $15B Valuation on Demand Surge
Polymarket is reportedly negotiating a raise of up to $400 million at a $15 billion valuation as prediction market demand keeps setting new records in 2026.

Tether Backs KAIO and Plans a Mubadala Fund in Abu Dhabi Push
Tether led an $8M round in Abu Dhabi tokenization firm KAIO and plans an institutional onchain fund with Mubadala Capital, deepening its UAE footprint.

Ripple Sets 2028 Deadline to Quantum-Proof the XRP Ledger
Ripple gave itself a 2028 deadline to swap out the XRP Ledger's cryptography before quantum machines can break it, calling the threat 'credible.'

Senate Democrats Will Press Warsh on Disclosure Gaps at Fed Chair Hearing
WSJ reports Senate Democrats plan to grill Fed chair nominee Kevin Warsh on perceived gaps in his financial disclosures at Tuesday's confirmation hearing.

SEC Chair Atkins Says the Era of 'Regulation Through Enforcement' Is Over
Paul Atkins told a conference audience on April 20 that the SEC has ended 'regulation through enforcement' against crypto. What the shift actually means.

Poland Stays Outside MiCA After Second Failed Veto Override
Poland's parliament again failed to override a presidential veto on its crypto bill, leaving it the only EU member state without a national MiCA framework.
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