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Why Trust Is Crypto’s Most Valuable Asset
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.
Jun 24 min read


This week: Kraken Prop, VanEck BNB ETF, Circle USDC Payments and Anthropic Funding
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.
May 293 min read


How Much Bitcoin Do You Need to Retire?
At a recent Bitcoin conference panel in Las Vegas, moderated by Brandon Keys from Green Candle and participants from across the Bitcoin financial ecosystem tackled exactly that. But instead of landing on a clean number, the conversation exposed something far more important:
Retirement in the Bitcoin era may no longer be about escaping work. It may be about gaining optionality.
May 203 min read


Who Will Control the Infrastructure Behind Digital Finance?
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.
May 153 min read


Capital Is Moving Onchain While AI Scales Globally
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.
May 83 min read


Bitcoin as Money: Why Usage Still Lags and What Changes It
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.
May 63 min read


Tokenized Markets, Bitcoin Yield and the Cost of AI Infrastructure
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.
May 12 min read


Jeremy Allaire: AI agents will replace a huge percentage of work that's currently performed by humans
Co-Founder, Chairman & CEO of Circle, frames AI as a force that will fundamentally reshape the structure of the economy.
Apr 212 min read


Sean Neville: Stablecoins, Agentic Finance and the Machine Economy
In the recent interview for The Network State Podcast, Sean Neville, Circle and Catena Labs co-founder and CEO, frames stablecoins not as a product, but as foundational infrastructure.
Apr 154 min read


This Week’s Review: Capital Moves Deeper Into Crypto Market Infrastructure
Key Deals of March 9 - March 13, 2026
Mar 133 min read
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