One of the most overlooked frontiers in crypto today is the quiet march toward onchain IPOs. Just as stablecoins are disrupting legacy intermediaries who’ve extracted value without adding it, onchain capital formation is coming for the IPO gatekeepers: the bankers, brokers, and institutions who’ve long controlled access to public markets. Replacing (or in some cases eliminating) these middlemen won’t just streamline the process, it may finally revive the broken IPO pipeline that’s stagnated for over a decade..
As stablecoins gain momentum under new U.S. legislation, the debate is heating up. This week marks the first major onshore stablecoin launch under the GENIUS Act, signaling a potential shift in U.S. crypto policy. But critics, including a UW–Madison professor, warn that stablecoins may be a “ticking time bomb” for the economy. With lawmakers advancing key crypto bills and opinions divided, the question is clear: Are stablecoins laying the groundwork for a safer financial future or setting the stage for the next crisis?
Claims that full-reserve stablecoins, like those outlined in the GENIUS Act, pose systemic risk are not grounded in economics, they’re marketing. Specifically, they’re the panicked cries of entrenched intermediaries watching the moat around their outdated business models evaporate.
One question making the rounds recently is ‘Will JP Morgan buy Coinbase?’ The answer is no—because Coinbase’s CEO Brian Armstrong has been working for over a decade to be the acquirer, not to be acquired.
Grayscale’s global head of ETFs, David LaValle, is set to depart the crypto asset manager at the end of July, months before it is set to IPO.
PNC Bank is partnering with Coinbase to enable cryptocurrency access through everyday banking accounts, marking one of the first major moves by a traditional U.S. bank to bring crypto to mainstream consumers. The collaboration suggests a potential shift in how legacy financial institutions engage with digital assets—and raises questions about whether crypto is entering a new phase of adoption through established banking channels.
Most Banks have digital initiatives but none have viable platforms for a digital solution. So expect more JVs like PNC/ Coinbase and efforts like payments on existing digital platforms like Telegram and X.
I’m not sure these problems are solvable where management teams of less mature projects are spinning up and controlling these public vehicles themselves. Crypto lawyers should be doing a better job here.
Trump Media has reportedly invested $2 billion of its treasury into Bitcoin, embracing a full-scale crypto treasury strategy as part of its financial model. Beyond the business risks and rewards of such a massive bet, the move is raising political questions: is this simply a Truth Social play—or does it reflect a broader ideological alignment with the crypto movement by Trump and his allies? Analysts are debating what this means for Bitcoin’s future as a political asset class.
The President’s company is buying billions of dollars in bitcoin and you are bearish? Couldn’t be me.
The long-anticipated crypto policy framework from the White House’s Presidential Working Group is expected to drop by July 22. Early leaks suggest it may include sweeping recommendations on stablecoin regulation, federal crypto reserves, and how banks should engage with crypto firms. As the U.S. prepares to define its digital asset playbook, experts are weighing the implications: could this usher in a new era of regulatory clarity—or stifle innovation under heavy-handed oversight?
With new U.S. regulatory frameworks emerging in Congress, the crypto industry has a rare moment to leave the foundation, and this friction, behind — an opportunity to build with better alignment, accountability, and scale in mind.
By giving projects a transparent path to compliance — and ensuring regulators have better tools to police real risks — CLARITY (alongside the new stablecoin bill known as the GENIUS Act) would bring the already massive crypto industry out of the shadows and into the regulated economy.
Bitcoin’s volatility has dropped to historic lows, even as traditional macro assets remain on shaky ground — is this the beginning of its evolution from speculative asset to financial cornerstone?
The long-term signal is clear: Bitcoin adoption has steadily improved its risk profile while delivering persistently higher returns.
The market’s maturing, but there’s still a certain wild card element to crypto—I mean, it’s calm now, but it could change
With the White House doubling down on sweeping tariffs, fears of renewed price shocks are rising. All eyes now turn to today’s inflation report for signs of how trade tensions may be fueling consumer cost pressures.
“An $80 pair of jeans jumping to $96 isn’t just inflation—it’s a direct hit from tariffs that Americans will feel almost overnight.”
"Tariffs are essentially taxes on consumers that stifle competition, provoke trade wars, and ultimately hurt both producers and buyers—free trade, not protectionism, drives prosperity and innovation."
It was game over from that day forward. The market is going up. Bitcoin and gold are going up even more. Central banks will print money until they destroy their currencies. And all you have to do is get long and chill. It is really that simple.
With Ethereum potentially hitting a point of exhaustion — currently priced at $3,601, it is down 7% in the last couple of days — multiple analysts say that XRP could be poised to surge.
They offer no cash flows. No moats. No long-term edge. But in a world of attention-driven trading, they don’t need to. They’re built for animal spirits. And when the music stops, it won’t be Bitcoin that crashes. It’ll be the paper promises pretending to hold it.
Now crypto companies have all of these Bitcoin treasury companies to compete with too, and people want leveraged exposure.