Category: crypto
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Argentine central bank intervenes as peso hits record lows
Argentina is facing a financial crisis despite libertarian reforms under President Javier Milei. The central bank intervened to stabilize the plunging peso, contradicting Milei’s pro-market promises. The country’s economic instability, inflation, and political gridlock have led to a lack of confidence in the peso, with the public turning to dollars rather than Bitcoin.
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The dollar dying doesn’t make Bitcoin win
The declining U.S. dollar has sparked hopes of “hyperbitcoinization” among Bitcoin supporters. However, the death of the dollar does not guarantee Bitcoin’s victory, and could lead to chaos instead. Economic indicators in the U.S., such as high home prices and rising debt, paint a grim picture. Bitcoin may not be the savior in a currency…
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Mining can be crypto’s first line of defense—if it embraces radical transparency
The recent DOJ seizure of $1 million linked to BlackSuit ransomware highlights the maturing crypto industry under regulatory scrutiny. Mining companies play a crucial role in promoting transparency, compliance, and trust within the ecosystem. By embracing these principles, miners can protect the industry’s credibility and pave the way for responsible innovation and growth.
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what happens when one firm holds 3% (or 7%) of all Bitcoin?
Slate Sundays features interviews and analysis on the future of crypto, focusing on Michael Saylor and his company’s massive Bitcoin holdings. While Strategy’s success signals mainstream adoption, concerns about centralization, market influence, and systemic risk arise. The balance between decentralization and institutional adoption will shape Bitcoin’s future.
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Mag 7s’ trajectory shows legacy economy ‘being sunset’ for the digital age
The Magnificent 7 stocks, including Google, Apple, and Microsoft, show a clear upward trajectory, reflecting a shift towards the internet economy. Balaji Srinivasan and Patrick Collison highlight how tech companies are becoming the primary infrastructure for life, signaling a permanent migration from offline to online activities with significant implications for investors and policymakers.
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The myth of dollar dominance
Dr. Jae S. Jeong discusses how stablecoins tied to the U.S. Dollar dominate the digital asset ecosystem, but Asian countries are developing their own local-currency stablecoins to retain control over their financial systems. By creating a network of interoperable stablecoins, they aim to reduce dependence on the U.S. Dollar in intra-Asia trade.
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what crypto should prioritize in H2 2025
In 2025, the crypto market is shifting towards regulation and infrastructure. MiCA is shaping exchanges in the EU, focusing on compliance, transparency, and trust. Licensed entities are becoming the norm, with proof-of-reserves and audits essential. Automated compliance, bank-grade payment rails, and operationalized treasuries are key for efficiency and trust. The future lies in credibility, auditability,…
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With the Treasury General Account refill almost done, ‘up only can resume’: Arthur Hayes
The U.S. Treasury’s refill of the Treasury General Account (TGA) drained liquidity from the financial system, causing markets to stall temporarily. The Federal Reserve’s rate cut and trillions of dollars waiting on the sidelines signal a potential reversal of the liquidity drain, leading to a possible rally in stocks and crypto.
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Japan’s debt reckoning and the global economic warning
Japan’s financial markets are sounding an alarm as the Bank of Japan begins selling off its massive holdings of exchange-traded funds. Japan’s debt has ballooned to 235% of its GDP, with interest rates rising. The US faces a similar debt crisis, with its national debt surpassing $37 trillion. Both countries may struggle to pay off…
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Why Morgan Stanley’s revised 60/20/20 portfolio is a wake-up call for investors
Morgan Stanley’s Chief Investment Officer, Mike Wilson, suggests a 60/20/20 portfolio mix, adding gold as a hedge against inflation and market volatility. Gold’s resilience surpasses that of Treasuries, making it a key asset for investors. This shift challenges traditional 60/40 portfolios and signals a move away from bonds towards alternative assets like gold and Bitcoin.