Tether’s Treasury Strategy: How USDT Became a Top Buyer of T-Bills
Tether now holds more U.S. Treasury bills than Germany. Read that again. A stablecoin issuer — not a sovereign state, not a central bank — is sitting on a bigger…
Bitcoin’s ‘Digital Gold’ Narrative Faces a Stress Test as Correlations Shift
For more than a decade, Bitcoin’s most reliable pitch has been its comparison to gold. Fixed supply. No central bank knob to turn. No dilution on a politician’s timetable. That…
Verifying Satoshi Nakamoto: Why Proof Is Mathematical, Not Narrative
Few questions in modern technology refuse to die the way the identity of Satoshi Nakamoto does. Every few years, it resurfaces. Someone claims they are Satoshi. Or that they know…
Prediction Markets as Intelligence Leaks: How Onchain Bets Are Becoming a National Security Signal
Prediction markets weren’t built to leak state secrets. But if you’ve spent any time watching onchain flows around major headlines, you already know what’s happening: the bet is starting to…
Vitalik Buterin Questions DeFi Lending Built Around USDC
Vitalik Buterin just did what he rarely does this bluntly: he drew a hard boundary around what he considers “real” DeFi. And it’s awkward, because his line cuts straight through…
Gemini’s Retrenchment Strategy: Can Cost Discipline and Prediction Markets Reset the Exchange’s Economics?
Gemini’s Retrenchment Strategy: Can Cost Discipline and Prediction Markets Reset the Exchange’s Economics? Gemini’s decision to exit multiple overseas markets and reduce headcount marks one of the clearest strategic resets…
Bitcoin’s Most Misunderstood Catalyst: Why Rising Interest Rates May Matter More Than Rate Cuts
For more than a decade, Bitcoin has been boxed into a clean, almost lazy macro story. Easy money? Bullish. Tight money? Bad news. Quantitative easing, falling rates, expanding balance sheets…
Binance, FUD Cycles, and Onchain Reality: What the Data Say Amid “New FTX” Claims
Whenever crypto markets get shaky, the same loop kicks in. Prices slide. Nerves fray. X fills up with screenshots, half-remembered anecdotes, and ominous threads that all point to the same…
Inside Tether’s Investment Strategy: From Stablecoin Issuer to Capital Allocator
For most of its existence, Tether has been viewed almost exclusively through a single lens: the issuer of USDT, the world’s most widely used stablecoin. That framing is now incomplete.…
Dubai Draws a Regulatory Line on Privacy Coins as Regulated Crypto Moves Toward Full Transparency
Dubai hasn’t banned privacy coins. That’s the part a lot of headlines missed. What it has done is arguably more important: it’s cut them out of the regulated financial system.…