Tether is winding down aUSDT and Alloy by Tether, shifting focus back to USDT’s simple formula: deep liquidity, wide support, and real-world utility. The message is blunt—stablecoin winners are the ones people actually use.
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Standard Chartered says XRP ETFs could bring in $4B to $8B in year one, but only if the CLARITY Act gives institutions the legal certainty they need. Until then, a huge sell wall near $1.45 may keep XRP pinned.
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Michael Saylor says Bitcoin is the hard-money base layer of a new digital capital stack, where payments, credit, and tokenized finance sit on top. Strong thesis — but BTC isn’t built to do everything, and pretending otherwise is just crypto cosplay.
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Bitcoin spot ETFs saw $82 million in outflows, but Fidelity’s FBTC still pulled in fresh money, showing investors aren’t leaving Bitcoin wholesale — they’re just being picky about which ETF wrapper they trust.
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India is tightening the screws on crypto OTC desks, forcing large trades out of the shadows and into clearer compliance lanes. Legit market plumbing may survive, but the days of easy opaque flows are looking increasingly cooked.
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Polymarket’s geopolitics market has topped $5 billion in volume, showing real demand for crypto prediction markets — but also raising fresh insider trading and manipulation fears. Big money, real signal, and the same old human greed.
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Kentucky is suing Kalshi and Polymarket, calling their sports-linked prediction markets illegal sportsbooks, not financial products. The case spotlights a growing state-vs-federal battle over who regulates event contracts and whether “innovation” is just betting in a nicer suit.
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Bitcoin is trading at a widening Coinbase discount, hinting at softer U.S. spot demand, even as Coinbase Prime institutional volume jumps. Public buyers look tired, but big players are still active behind the curtain.
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Anthony Scaramucci says Bitcoin may be near a bottom as retail interest fades and sentiment stays weak, but he expects the next major rally to arrive in late 2026 or early 2027 if ETF inflows and institutional demand return.
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Ricardo Salinas says 70% of his portfolio is in bitcoin and he’s betting BTC could one day hit $1 million. He’s framing bitcoin as superior hard money, but warns for regular investors: using debt to chase it is a very sharp-edged game.
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