Key Takeaways Michael Saylor’s “Big Dot Energy” chart fueled speculation around another Strategy BTC purchase disclosure. Strategy continues expanding its bitcoin-focused treasury strategy through preferred share financing. Oversized purchase markers highlighted Strategy’s largest bitcoin accumulation periods during 2024 and 2025. Saylor’s Orange Dot Post Puts Strategy’s BTC Scale in Focus Michael Saylor, Strategy’s executive chairman,…
Key Takeaways Mubadala raised its IBIT stake 16% to 14.7 million shares ($566M) in Q1 2026, per SEC disclosures. The Abu Dhabi fund has added to its bitcoin ETF position every quarter since Q4 2024, starting at $436M. Combined Abu Dhabi sovereign holdings in Blackrock’s IBIT exceeded $1 billion as of late 2025. Quarter by…
Key Takeaways Brazil’s Federal Police seized $14M in illicit crypto, marking a 6x increase from the numbers in 2024. Chainalysis notes this $14M is a tiny fraction of the $100B in crypto circulating within Brazil’s market. To fix these flaws, the Central Bank of Brazil relies on Resolution BCB 520 to restrict future market crimes….
Key Takeaways Worth $2.6B, Coinbase’s Fred Ersham met officials to explore investments in Venezuela’s financial revival. Mexico’s Grupo Salinas tapped Anchorage Digital to next use a stablecoin system for cross-border flows. Over $1.7B in illicit flows, Brazil fined Banco Topazio, and enforced a 2-year crypto trading ban. Coinbase Co-Founder Meets with US and Venezuelan Officials…
Key Takeaways In Q1 2026, Nubank reached a market break-even in Mexico, hitting 15 million customers as the 3rd top bank. Highlighting a digital shift for the 46% banked market, Revolut gained 290K users and $218M in deposits. Next, Nubank will invest $4.3B through 2030, while Revolut scales its $167M investment to capture users. Mexico…
Key Takeaways On May 14, the Senate Banking Committee voted 15–9 to advance the stablecoin-focused CLARITY Act. The 15–9 committee vote signals a regulatory shift from Biden-era SEC lawsuits toward U.S. capital growth. Ironwallet CEO Ermo Eero warns global standards need treaties, despite 2025 GENIUS Act momentum. A Pivot for Domestic Capital The U.S. Senate…
Key Takeaways Canary Capital reported 212.6 million XRP in its latest ETF holdings update. Quarter-end assets rose in token terms, but valuation fell after XRP weakened. Further exposure depends on basket activity, custody arrangements, and XRP price moves. Canary XRP ETF Reports Expanded Holdings Canary Capital Group published holdings for Canary XRP ETF showing 212.6…
Key Takeaways Data shows the tokenized RWA market hit $34.5B in May 2026, up over 100% year-on-year. Blackrock, Ondo Finance, and Circle lead institutional RWA adoption as private credit surpasses treasuries. Standard Chartered projects the tokenized asset market to reach $30 trillion by 2034. Institutions Pile Into Onchain Finance The scale of growth becomes clearer…
Key Takeaways The Senate Banking Committee advanced the CLARITY Act on May 14, 2026, marking a historic bipartisan step toward crypto regulation. A16z Crypto’s Miles Jennings says CLARITY builds on the GENIUS Act’s July 2025 stablecoin framework to unlock broader builder protections. If CLARITY clears a full Senate vote and the House, builders gain domestic…
Key Takeaways Arkham tracked Bhutan’s BTC holdings falling from 13,000 BTC in Oct. 2024 to today’s reported 3,121 BTC. DHI CEO Ujjwal Deep Dahal said in 2026 he does not “recall” Bhutan selling BTC. Arkham told Coindesk its AI-labeled wallets tied to Bhutan remain unverified by officials. Arkham Tracks Bhutan BTC Falling From 13K, While…
