This week overview (May 11 - May 15, 2026): BitGo reported $3.8 billion in Q1 revenue, up more than 112% year-over-year. JPMorgan launched JLTXX, a new Ethereum-based tokenized money market fund built around stablecoin reserve requirements under the GENIUS Act. Exodus posted Q1 revenue of $22.7 million, down 37% year-over-year. OKX is reportedly acquiring a 20% stake in South Korean exchange Coinone.

At Consensus Miami 2026, Bitwise CEO Hunter Horsley, had a conversation with Gareth Jenkinson from The Block, about the evolution of crypto markets, institutional adoption, Bitcoin ETFs, Michael Saylor’s financial engineering, and why he believes the traditional four-year cycle is officially over.

At the recent Bitcoin Conference in Las Vegas, Jack Mallers, Strike CEO, and Miles Suter, Bitcoin Product Lead at Block, Inc. and Cash App, are pushing the same idea from different angles: Bitcoin isn’t just something to hold, it has to function as money.

This week overview (April 27 - May 1, 2026): KuCoin integrates Ondo Finance to offer 260+ tokenized stocks and ETFs directly in its Web3 wallet. Mezo launches institutional Bitcoin yield vaults with Anchorage Digital and Bullish participation. SoftBank Group plans a $100B AI robotics spinout, Roze, led by Masayoshi Son. Meta Platforms prepares a $25B bond sale as AI capex climbs toward $145B.

In the recent conversation with BeIncrypto, Arthur Hayes, co-founder of BitMEX and managing partner at Maelstrom Fund, reduces the entire crypto market to a single variable:

In a conversation with Brian Armstrong, CEO of Coinbase, the trajectory of crypto comes into focus: from fringe experiment to foundational financial infrastructure.