Analysis Archive – Page 36

Bankless Co-Founder David Hoffman Sells ETH, Says 'Money' Thesis Played Out
Bankless co-founder David Hoffman says the 'ETH is Money' thesis has largely played out, prompting personal ETH sales as the asset trades near $2,077.

BlackRock IBIT Sees $1.3B Block Trade, Largest Single Print of the Day
A single $1.3B block trade of BlackRock's IBIT printed at 10:30am ET, dwarfing every other trade as BTC sat near $75,800 in a Fear-rated market.

XRP Liquidity on Binance Falls to Lowest Level Since January 2020
CryptoQuant data shows XRP liquidity on Binance has dropped to its lowest reading since January 2020, raising slippage risk for large orders.

Binance Returns to Philippines via BlockShoals Under SEC Sandbox
Binance is re-entering the Philippines through a BlockShoals partnership placed inside the SEC's regulatory sandbox, after losing access to local users in 2024.

Alipay Launches AI Wallet and Token Pay With 100M Users on AI Pay
Alipay unveils AI Wallet and Token Pay as its AI Pay product crosses 100 million users, pushing tokenized payments into one of the world's largest super-apps.

Hyperliquid Expands HIP-4 Event Contracts to Macro Bets, Targets Polymarket
Hyperliquid extends HIP-4 outcome markets to Fed decisions, CPI prints, and NVDA earnings, using validator-run settlement instead of Polymarket's UMA oracle.

Stablecoin Market at $318B Now Outranks the FX Reserves of 95 Nations
CoinDesk says the $318B stablecoin float now exceeds the foreign exchange reserves of 95 countries, putting issuers in sovereign company.

HYPE Briefly Overtakes Dogecoin in Market Cap as Privacy Tokens Slide
Hyperliquid's HYPE token briefly flipped Dogecoin in market cap on May 26 as US strikes on Iran weighed on risk assets and privacy tokens sold off hardest.

China Targets Offshore Platforms After $1T in Unauthorized Outflows
Beijing launches a sweeping crackdown on offshore trading venues accused of helping investors bypass capital controls after an estimated $1 trillion left China last year.

SquidRouter Module Drains $3M From Safe Wallets on Ethereum and Base
A third-party SquidRouterModule attached to Safe smart wallets was exploited on Ethereum and Base, draining roughly $3M and exposing module-level risk.
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