Research

bessent-hits-the-breaks-at-cfpb

Bessent hits the breaks at CFPB

This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. Newly-confirmed Treasury Secretary Scott Bessent now has an additional federal agency to oversee, and he’s hitting...
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sec-in-‘purgatorial-state’-despite-positive-signs

SEC in ‘purgatorial state’ despite positive signs

This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. January marked an end to SAB 121, welcomed Donald Trump’s crypto executive order and saw the...
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tech-stocks-lead-us-rebound,-but-still-lag-behind-global-names

Tech stocks lead US rebound, but still lag behind global names

This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. Bolstered by Big Tech, US equities were on the road to recovery after yesterday’s tariff-fueled rout. ...
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gaming-tokens-hit-in-trump-tariffs-fallout-after-deadrop-shutdown

Gaming tokens hit in Trump tariffs fallout after Deadrop shutdown

Bitcoin and the rest of the crypto market took a turn for the worse over the weekend in price drops that have largely been blamed on Trump’s promised tariffs. I...
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trump-cabinet-picks-face-tough-questions 

Trump Cabinet picks face tough questions 

This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. The Senate has wasted no time in starting the confirmation process for President Trump’s Cabinet hopefuls. ...
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blackrock’s-ibit-hits-$40b-net-inflows

BlackRock’s IBIT hits $40B net inflows

This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. BlackRock’s iShares Bitcoin Trust (IBIT) had more than $60 billion in assets under management on Thursday. ...
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ethereum-in-wartime:-standardize,-align,-accelerate

Ethereum in wartime: Standardize, align, accelerate

The past week has seen a pronounced shift in the level of optimism around Ethereum.  Across sequencing, interoperability and consensus development, teams are working under wartime conditions to standardize, consolidate...
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ross-ulbricht-donation-wallet-enjoys-perfect-pve-moment

Ross Ulbricht donation wallet enjoys perfect PvE moment

This is a segment from the Empire newsletter. To read full editions, subscribe. Crypto’s “wartime” shtick isn’t an exaggeration.  It’s brutal out here even in a bull market — as...
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why-apollo-and-securitize’s-new-partnership-is-a-win-for-institutional-adoption

Why Apollo and Securitize’s new partnership is a win for institutional adoption

This is a segment from the Empire newsletter. To read full editions, subscribe. “I think all of the traditional equities markets are now looking at crypto over the weekends because...
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hype,-om-and-xcn-hold-up-against-crypto-crash

HYPE, OM and XCN hold up against crypto crash

This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Hyperliquid (HYPE) L1 tokens have pretty much taken a beating across the board, with one rare exception....
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