Summary: TD Cowen warns midterms could stall the CLARITY Act, with prediction markets showing high odds for Democratic wins. Industry spent $176M influencing races, but regulatory shifts may now hinge on presidential vetoes and committee leadership.
Summary: NEXTPredict showcased prediction markets' pivot to financial hedging, featuring a failed $3M potential payout on JFK flight cancellations. Executives from Kalshi and Robinhood highlighted growth in commodity contracts, while regulators and traders debated accuracy amid upcoming midterms.
Summary: Janus Henderson and Centrifuge launched JQQQ, a tokenized Nasdaq-100 fund on Stellar for non-US investors. The move expands Janus Henderson's onchain assets past $1 billion and strengthens Stellar's position in the real-world asset market.
Summary: Circle’s USDC overtook Tether’s USDT in euro stablecoin trading, capturing 56% of volume amid MiCA-driven exchange restrictions. USDC also leads in euro liquidity depth, reflecting growing regulatory preference for compliant tokens in Europe.
Summary: SoFi shares jumped 14.6% after record Q3 2026 results beat estimates. Crypto products hit 503,070, though net revenue remained negligible at $1.6 million. The bank raised full-year guidance amid strong overall financial performance.
Summary: Crypto firms spent $176 million in midterms to build a bipartisan Congress shield. Fairshake led with $150.8 million, backing 53 winners. This aims to protect interests post-Trump, following past SEC penalties and stalled Clarity Act efforts.
Summary: Jordi Visser predicts crypto may outperform AI stocks as AI agents drive demand for tokenized assets and payments. He has expanded holdings to include privacy coins like Zcash and Monero, warning that crowded AI trades face volatility despite long-term growth prospects.
Summary: UTXO’s Duke Waldrop warns that Bank of Japan rate decisions could trigger a liquidity shock in Bitcoin, forcing macro funds to sell via its 24/7 markets. He also discusses Metaplanet’s NAV discount and MSCI index implications.
Summary: Bitcoin Core updates security policy as AI accelerates bug discovery. Expert Jameson Lopp details the shift to real-time defense, noting attackers use uncensored models first while quantum threats loom over hardware vulnerabilities.
Summary: Deloitte’s Rob Massey warns that broker 1099s are incomplete, requiring strict self-assessment for all Bitcoin transactions. With no de minimis exemption, even small payments are taxable, urging clear Treasury guidance on lending and basis.
Summary: Bitcoin miner Luxor raised $16 million led by CMT Digital to expand its AI hardware brokerage and compute trading. The funds will scale its agentic cloud platform and derivative desks, leveraging existing energy and hardware infrastructure to address tightening AI supply chains.
Summary: Robinhood faces rising opposition to tokenized stocks as 22 major corporations, including Microsoft and Goldman Sachs, object to unauthorized share tokenization. Despite generating $13.7 billion in tokenized equity volume, the company confronts legal risks highlighted by a new campaign urging CEOs to opt out.
Summary: Luxor Technology raised $16 million led by CMT Digital to scale its AI computing push, following the launch of Luxor AI. The funds will expand its cloud platform, hardware business, and compute-derivatives desk, leveraging its existing Bitcoin mining infrastructure and energy assets.
Summary: CryptoQuant data shows long-term Bitcoin holders reducing sales, a pattern historically preceding rallies, with the 18-month-plus cohort's realized cap share peaking at 26.98%. Galaxy Digital notes dormant coin supply dropped to 34,000 BTC monthly in 2026, supporting a bullish outlook despite mid-term holders remaining in net loss.
Summary: Luxor Technology raised $16M led by CMT Digital to scale its AI hardware and cloud platforms. The round includes participation from Canaan and MicroBT, aiming to leverage the convergence of Bitcoin mining infrastructure and AI computing markets.
Summary: BitMEX co-founder Arthur Hayes detailed plans to make AI compute a tradable commodity via the Flop Network, shortly after selling $22 million in altcoins. He proposes using FLOP tokens to establish a global spot price benchmark for AI inference tasks.
Summary: NIP Group acquires a third batch of Bitcoin miners for 247 million shares, reaching 13.85 EH/s capacity. CEO Hicham Chahine targets 195 BTC monthly mining, though stock NIPG fell 40.7% post-announcement.
Summary: Ripple received final OCC approval for Ripple National Trust Bank to manage RLUSD reserves and offer custody. The move faces legal challenges from community bankers and Senator Warren, who argue the charters evade traditional banking safeguards.
Summary: Zcash co-founder Sean Bowe proposes halting automatic funding to Zcash Community Grants, citing its $125M+ treasury. The plan redirects the 8% block subsidy share to a sustainability reserve until 2028, aiming to prevent politicization and manage excess capital.
Summary: A new directory lists 425 Los Angeles merchants accepting Bitcoin, aiming to correct AI search engines that falsely claim no local options exist. The compilation highlights active usage at venues like Café de Leche, where campus locations see weekly transactions.