Digital Assets
Can AI Evaluate Crypto Whitepapers? A Study Tests It
From the original Bitcoin whitepaper published in 2008, a massive number of new cryptocurrencies have flourished, with some like Ethereum getting popular enough to become a serious rival to the original. But this also means that due diligence for investors…
Jonathan Schramm
Blockchain Bridges: How Cross-Chain Transfers Fail
A first-principles guide to Blockchain Bridges, including its operating chain, economics, authoritative records, failure modes, and the evidence investors or operators should verify.
Bitcoin Futures and Spot Markets Share Volatility Risk
Buying Bitcoin directly and buying Bitcoin futures can look like two different investments. One involves owning a digital asset; the other involves a contract tied to its price. Yet both can leave an investor exposed to the same market movement.…
De-Dollarization Takes More Than Currency Restrictions
Since the end of WW2, the global financial system has been built around the US dollar. The currency is widely used to settle international trade, even when neither party is American or a close American ally. This has provided a…
Jonathan Schramm
Circle and ACI Worldwide Announce Colombian USDC Settlement Pilot
ACI Worldwide and Circle Internet Group announced on October 27, 2026 a collaboration to demonstrate how stablecoin settlement can be integrated into existing banking and payment infrastructure, beginning with a Colombian pilot built around Bre-B, the country’s interoperable instant payments…
How Future Scenarios Can Guide Blockchain Investment
Blockchain Investing: What Forecasts Can Miss A blockchain can process transactions correctly and still struggle to attract users. It can make records easier to verify while creating uncomfortable questions about who can see them. And it can reduce reconciliation costs…
S&P Global Closes Acquisition of Onchain Security Firm OpenZeppelin
S&P Global announced on October 26, 2026 that it has completed its acquisition of OpenZeppelin, the onchain security firm it first agreed to acquire on September 17, 2026. Financial terms of the transaction were not disclosed, and S&P Global said…
SoFi Debuts SoFi Earn Tokenized Deposit Paying 4.40% APY
SoFi Technologies announced on October 22, 2026, the launch of SoFi Earn, an interest-bearing tokenized deposit account at SoFi Bank earning 4.40% APY that the company describes as the first and only national bank-issued tokenized deposit for consumers. The product…
Bitcoin Cash and Uniswap Futures Record First Block Trade on CME
CME Group announced on October 20, 2026, that FalconX and GSR have executed the first block trade in its new Bitcoin Cash and Uniswap futures. Trading in both contracts is now underway, the derivatives exchange operator said. The Bitcoin Cash…
DeFi Lending: Collateral, Liquidations, and Bad Debt
A first-principles guide to DeFi Lending, including its operating chain, economics, authoritative records, failure modes, and the evidence investors or operators should verify.
Swarm Intelligence Offers a Clearer View of Crypto Markets
Can Explainable AI Improve Crypto Market Forecasting? A cryptocurrency forecasting system can produce smaller errors without reliably predicting whether prices will rise or fall. That distinction is easy to overlook, but it separates a promising research tool from a demonstrated…
Bitdeer Bitcoin Output Rises 200% as AI Cloud Backlog Hits $2.9 Billion
Bitdeer Technologies Group on October 19, 2026 published its unaudited production and operations update for September 2026, reporting 1,355 bitcoins mined during the month, which the company said represented a 200% increase year over year, and an AI Cloud revenue…
Mastercard Launches Stablecoin Security Risk Intelligence Solution
Mastercard announced Stablecoin Security, a new risk intelligence solution for stablecoin payments, on October 19, 2026, at Money20/20 USA in Las Vegas, with Borderless.xyz and Keyrails as initial partners. According to the October 19, 2026 announcement, the solution combines payment…
Ethereum Gas Fees Reveal the Limits of AI Forecasting
Can AI Predict Ethereum Network Stress? Ethereum can continue producing blocks while becoming expensive or inconvenient to use. For someone sending a payment, adjusting a lending position, or settling a tokenized asset, that distinction matters. A functioning blockchain does not…
How Herding and Hype Shape Crypto Investing
A cryptocurrency can attract thousands of new buyers without becoming a better investment. A surge in searches can signal growing interest without revealing whether prices will rise. Those distinctions matter because investors often treat popularity, confidence, and expected returns as…
