Key Takeaways Dragonfly’s Rob Hadick says USDT and USDC won’t remain a stablecoin duopoly for years. Paxos, Agora, and fintechs could gain share via payments, remittances, and compliance rails. Hadick says stablecoins are only about 5% developed, with major growth still ahead. Dragonfly’s Rob Hadick Says the USDT-USDC Duopoly Won’t Survive the Next Wave The…
Key Takeaways Pyth Network launched 24/7 indices for metals, oil, and U.S. equities, adopted by Coinbase and Kraken. Euronext, Fidelity, and Tradeweb now publish data via Pyth, challenging Bloomberg’s hold on a $50 billion market. Pyth Pro passed $1 million in annual recurring revenue, but converting institutions to paying clients remains the test. A $50…
Key Takeaways Rain reported Latam processed $1.5T from 2022 to 2025, cementing stablecoins as market reserve assets. Fleeing their currency’s devaluation, users can cut transfer fees by 92% by using stablecoins. Driving alternative finance, Rain cardholders grew 64x in Colombia in 2025 to serve unbanked users. Rain Report Underscores Large Growth Of Crypto Cards In…
Key Takeaways Amazon CEO Andy Jassy reportedly flagged Fable 5 jailbreak findings to Trump officials on June 12, triggering a global shutdown. Polymarket traders price a 71% chance that Anthropic restores Fable 5 access by July 1, 2026. Anthropic called the Commerce Department directive a “misunderstanding,” vowing to restore access as soon as possible. What…
Key Takeaways ZachXBT said on June 13 that he is declining all requests from Canadian fraud victims, citing weak enforcement and seizures. He called Toronto a top 5 global cybercrime hub and Canada’s agencies possibly worse than India or Nigeria. Without faster court action, ZachXBT argues, onchain evidence stalls, leaving Canadian victims little path to…
Key Takeaways Anthropic’s restricted Mythos AI audited the full Zcash protocol at Shielded Labs’s request and found no new critical bugs as of June 12, 2026. ZEC trades around $411 to $416 on June 13, recovering from June 5 lows near $300 after the Orchard circuit bug was patched via NU6.2. Shielded Labs and Zcash…
Key Takeaways Semianalysis found ChatGPT Pro’s $200 tier may deliver $14,000 in AI value. Anthropic’s Fable 5 moves to usage credits after June 22, 2026. Bittensor, io.net, Akash, and many others could see demand as AI labs meter heavy usage. The June 2026 report tested consumer tiers from Anthropic and OpenAI by running long-horizon coding…
Key Takeaways Strategy’s Michael Saylor said 25% of the Mag8 now holds bitcoin on corporate balance sheets. SpaceX and Tesla remain among the largest companies holding BTC on balance sheets. Corporate bitcoin treasury strategies continue expanding across public and private firms. SpaceX IPO Puts Saylor’s Mag8 Bitcoin View in Focus Michael Saylor congratulated Elon Musk…
Key Takeaways The U.S. Commerce Department issued an export control directive on June 12, forcing Anthropic to shut down Fable 5 and Mythos 5 for all users worldwide. Anthropic’s Prestocks token on Solana dropped 9.11% in 24 hours, while Hyperliquid’s vntl:ANTHROPIC futures fell 3% to $1,638. Anthropic says it is working to restore Fable 5…
Key Takeaways The U.S. ordered Anthropic on June 12 to cut foreign access to Fable 5 and Mythos 5 over national security concerns. Anthropic disabled both models worldwide for hundreds of millions of users, disputing the order’s rationale. Defillama tracks 14 pre-IPO perp markets, including Anthropic, so the shutoff is a live test for onchain…
