Key Takeaways Arthur Hayes frames the AI buildout as a credit bust, not a dot-com repeat. Bitcoin may chop between $60,000 and $70,000, with downside to $50,000. He expects AI capex growth to decelerate in 2027, with the slowdown becoming apparent by 2028. What Hayes Thinks the AI Buildout Really Is Arthur Hayes, co-founder of…
Key Takeaways Rwa.xyz shows tokenized RWAs hit $38.17B on Aug. 9, just $1.83B shy of $40B. Circle USYC leads tokenized Treasuries at $3B as the sector reaches $16.21B. Tether Gold leads commodities as RWA holders climb 56.18% to 1.7M. Tokenized RWAs Push Deeper Into TradFi The tokenized RWA sector takes physical and traditional finance (TradFi)…
Key Takeaways Senate delays CLARITY Act vote to September, raising odds crypto rules stall through Trump’s term. Bitcoin Red Team found 4,962 flaws, pushing 390 projects toward AI-driven security audits. Circle hit $701M Q2 revenue; Arc may boost USDC share as prediction markets eye U.S. midterms. WEEK IN REVIEW Thune Delays CLARITY Act Vote to…
Key Takeaways Grayscale notes crypto will advance even if the CLARITY Act fails, as regulators will fill the gaps. A lack of comprehensive US market structure rules could drive new investments and startups overseas. Industry leaders agree Bitcoin will thrive regardless, but the US needs clarity to retain leadership. Grayscale: CLARITY Act Not Passing Could…
Key Takeaways Roughnecks stopped BIP-110 mining Aug. 9 after producing the fork’s only 2 blocks. Ocean hashrate fell from about 36 EH/s to 1.25 EH/s as the BIP-110 chain stalled. BIP-110 now needs new hashrate or another strategy after Roughnecks told miners to halt. Roughnecks Pulls the Plug as the Fork Freezes The group announced…
Key Takeaways Bitcoin held near $65,000 as Coldcard losses potentially approached $130 million. BIP-110 stalled after 2 blocks as roughly 99.85% of hash stayed with Bitcoin. Bitcoin traders now watch $64,000 support and $66,000 resistance this week. Over the past 48 hours, BTC traded largely between $64,500 and $65,250. By Sunday morning, Aug. 9, bitcoin…
Key Takeaways Chainalysis logged $3.4B stolen in 2025, with Bybit’s $1.5B hack alone accounting for 44% of that total. H1 2026 set a record 212 incidents per Blockaid, with Lazarus-linked crews behind about 55% of these losses. KelpDAO’s $293M April exploit was 2026’s largest single hit. Six Years, More Than $16 Billion Gone Crypto theft…
Key Takeaways National Treasury and SARB release draft rules governing cross-border crypto transfers. VALR CEO Farzam Ehsani warned that banning corporate crypto flows could push market volume offshore. Stakeholders and interested industry parties have until September 30 to submit public feedback. Corporate Limits and Illicit Flow Risks South Africa’s new proposed cross-border cryptocurrency framework risks…
Key Takeaways CySEC and ESMA announced joint digital resilience audits for crypto custody providers under CSA 2026. EU crypto custodians must prove strict compliance across 6 core operational risk areas. CySEC will execute on-site and desk reviews on a sample of firms from H2 2026 to H1 2027. Targeting Custody and Infrastructure Risks The Cyprus…
Key Takeaways Three St. Louis men face up to 20 years over a bitcoin robbery plot. The trio stalked a family for two days with air rifles and rental cars. A Florida crew arrived next, carjacking and kidnapping the parents. Grand Jury Returns Second Superseding Indictment in New Haven U.S. Attorney David X. Sullivan for…
