As Ethereum scales, a quieter constraint is emerging beneath throughput and fees: state growth. …
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Continuum Node 06 distinguishes the Internet of Value from the Internet of Data, explaining …
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Payments & Settlementnews
PayFi Emerges as the Missing Layer Between Crypto Rails and Real-World Payments
by Main Deskby Main DeskPayFi is emerging as a critical bridge between blockchain-based finance and real-world payment systems. …
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Market Structure & PolicymarketsnewsRWA & Tokenization
RWA Growth Meets Reality: Why Regulatory Re-calibration Alone Isn’t Enough
by Main Deskby Main DeskReal-world assets are advancing as U.S. crypto oversight becomes more legible, but regulatory softening …
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Policy & Regulationnews
When Crypto Stops Being “Exceptional”: What the Fed’s Withdrawal of Bank Guidance Signals for U.S. Financial Supervision
by Main Deskby Main DeskThe Federal Reserve’s quiet withdrawal of crypto-specific bank guidance marks a subtle but important …
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Macro & Market StructureMonetary Policynews
Repriced at the Margins: How Japan’s Rate Normalization Is Tightening Global Liquidity—and Why Bitcoin Feels It
by Main Deskby Main DeskJapan’s move toward rate normalization marks a subtle but consequential shift in global liquidity …
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Risk Managementnews
Pricing Protection: How Put Options Signal Risk Without Predicting Collapse
by Main Deskby Main DeskAs market uncertainty rises, investors increasingly turn to put options—not as predictions of collapse, …
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Market Structure & Policy
The Balance Sheet Threshold: Why MSCI’s Bitcoin Exposure Proposal Signals a New Battle for Corporate Sovereignty
by Main Deskby Main DeskMSCI’s proposal to penalize companies whose Bitcoin reserves exceed 50% of total assets is …
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Global Systems & Macro Railsnews
Plutonomy Revisited: How a Twenty-Year-Old Memo Became the Blueprint for Today’s Global Markets
by Main Deskby Main DeskIn 2005, Citigroup quietly circulated a memo arguing that the U.S., UK, and Canada …
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Financial InfrastructureExchangesnewsRegulation
Crypto’s Institutional Turn: Trust Bank Charters, Reserve Discipline, and the Battle Over Financial Gateways
by Main Deskby Main DeskThe OCC’s conditional approval of national trust bank charters for major crypto firms signals …
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