At Consensus 2026, Solana co-founder Anatoly Yakovenko had a conversation with Ali Yahua from a16z crypto, reflecting on how far the crypto industry has come, and why he believes the next phase of growth will be driven by execution rather than experimentation.

This week overview (June 1 - June 5, 2026): • Franklin Templeton integrated its BENJI tokenized money market fund with MoonPay Trade. • Robinhood completed its $180 million acquisition of WonderFi, entering the Canadian crypto market. • Alphabet increased its planned equity raise to $84.75 billion. • Coinbase and Better funded the first bitcoin-backed mortgage, allowing borrowers to use bitcoin and USDC as collateral for home purchases.

At Consensus 2026, industry leaders Britt Cambas of Circle, Rachel Castro of Business Banking Partnerships of U.S. Bank, Pauline Shangett of ChangeNOW and Ali Tager of the National Cryptocurrency Association explored one of crypto's most important challenges: trust. The panel explored what creates trust, how companies earn it, and why the future of crypto adoption may depend more on human relationships than technical innovation.

This week overview (May 25 - May 29, 2026): Kraken expands its ecosystem with Kraken Prop, offering up to $200,000 in funded capital. VanEck launches the first U.S. spot BNB ETF (VBNB), giving regulated exchange-traded exposure to BNB. Circle strengthens its payments infrastructure by integrating Nium into the Circle Payments Network. Anthropic raises $65 billion in a Series H round at a $965 billion valuation.

At Consensus 2026 by CoinDesk in Miami, one of the most important conversations around crypto infrastructure and artificial intelligence came from Nathan McCauley, CEO and co-founder of Anchorage Digital. Anchorage Digital is calling this next phase Agentic Banking, and the company announced its launch at Consensus alongside Google Cloud as an inaugural strategic partner.

This week overview (May 18 - May 22, 2026): Tether and Gnosis co-led a $4.4 million seed round into Sorted Wallet. MoonPay acquired cross-chain infrastructure platform Decent.xyz in an eight-figure deal and launched MoonPay Trade. Blackstone and Google announced a new AI infrastructure joint venture backed by a $5 billion commitment. Hyperliquid’s HYPE token surged above $60 after spot HYPE ETFs from Bitwise and 21Shares.

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.

This week overview (May 4 - May 8, 2026): - Bullish has agreed to acquire Equiniti from Siris in a $4.2 billion transaction. - A16z’s new $2.2 billion crypto fund reflects growing conviction. - Bitwise is entering the tokenized fund market through the acquisition of Superstate’s onchain arbitrage fund. - Moonshot AI’s $2 billion raise at a $20 billion valuation shows accelerating investor demand for lower-cost, open-weight AI models.

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: