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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


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


Investment Banks and Venture Firms Position for Next Wave of AI Growth
This week overview (April 20 - April 24, 2026)
Apr 242 min read


AI Week: Infrastructure, Security and Capital Allocation
This week overview (April 6 - April 10, 2026)
Apr 103 min read


Chris Dixon: Why Crypto Is Still Critical to Our Future
Chris Dixon, general partner at Andreessen Horowitz, frames blockchain not as a failed hype cycle, but as a misunderstood technology still early in its trajectory.
Apr 13 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


Raising to Feel Safe, Not to Move the Company Forward
Treating a round as success instead of a tool with a cost.
Mar 112 min read


This Week: Capital, Infrastructure and the Institutionalization of Crypto Markets
Key Deals of March 2 - March 6, 2026
Mar 63 min read


Crypto Won the Market, But It May Have Lost Its Soul
Has Crypto Gone Cold? Wintermute CEO Explains
Mar 42 min read


February Results: Where Capital Is Actually Positioning
Key deals of February 23 - February 27, 2026 Better x Framework: Stablecoins Enter the Mortgage Engine Better is plugging mortgage origination into DeFi liquidity. The lender secured up to $500M in financing from Framework Ventures through the Sky stablecoin ecosystem , a structure rooted in MakerDAO , positioning itself as a designated capital recipient within the system. Better will continue underwriting and originating conforming home loans, while capital generated insi
Feb 273 min read
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