Daily Intelligence

The signal from Miami. Every digest since day one.

September 2026

Ethereum's Glamsterdam Hits Sepolia Oct. 6 as Aave Surges 11%

Ethereum's Glamsterdam upgrade targets Sepolia testnet Oct. 6, Aave rallies on token burn speculation, and Coinbase lock

Bitcoin ETFs Pull $1B as Altseason Signal Flashes

Spot Bitcoin ETFs see their largest inflow since October 2025, altseason indicators fire, and Binance faces a fresh fede

Post-Fed Rally Lifts ETH 3.27% as L2 Tokens Surge Past 17%

Ethereum rises to $2,512 as Layer-2 tokens lead a broad crypto advance, Treasury yields retreat, and the Glamsterdam upg

Ethereum Wallet Standards Fracture as Clarity Act Stalls in Senate

Ethereum and Base split on account abstraction, the Clarity Act faces long odds in the Senate, and Balancer moves to win

Armstrong Calls the Bottom as ETH Holds $2,465

Coinbase CEO says bitcoin has bottomed, Treasury pushes CLARITY Act, Buterin targets quantum-safe cost cuts, and SGX ope

Tether's $91B Security Gap, Harmony Shutdown, and the Altcoin Rally Stalls

A two-key vulnerability threatens $91 billion in USDT, Harmony proposes shutting down its blockchain, and weekend altcoi

ETH Surges Past $2,500 as Bitcoin ETFs Post Best Day Since January

Ethereum climbs 5.4% to $2,525 amid a broad crypto rally fueled by $731M in Bitcoin ETF inflows and South Korea's tokeni

August 2026

Kalshi Dealt Legal Blow as Courts Affirm State Power Over Prediction Markets

Ninth Circuit rules against Kalshi on state jurisdiction, ETH dips 2.8%, BIS chief challenges stablecoin payments, and C

Ethena Proposes 95% Revenue Buyback as ETH Holds $2,504

Ethena's aggressive ENA buyback proposal, a Ledger vulnerability fix, Sandbox bridge exploit repayment, and Visa's stabl

Revolut Launches Euro Stablecoin as Japan Eyes Blockchain Settlement

Revolut rolls out EURR stablecoin in three European markets while Japan plans blockchain-based securities settlement. ET

Bitcoin Rips Past $79K, Dragging Crypto Stocks and ETF Flows With It

Bitcoin's biggest weekly gain in two years reshapes markets as ETF inflows surge, Zcash spikes 48%, and Treasury buyback

MiCA Draws First Blood as Ethereum Preps Platåberget Testnet

Austria fines Bitpanda in first MiCA enforcement, Ethereum Foundation launches Platåberget testnet, and Bitcoin futures

Coldcard Exploit Hits $114M as Crypto Markets Bleed Quietly

Coldcard hardware wallet losses near $114M in fifth day of exploit, ETH slides 1.2%, and bitcoin futures yields fall bel

July 2026

Base Preps Tokenized Equities as Bitcoin ETFs String Five Days of Inflows

Coinbase's Base layer-2 nears tokenized stock launch, Bitcoin ETFs pull in $727M over five days, and Grayscale files for

Crypto Drifts as Oil Spikes, Hyperliquid Bets on Prediction Markets

ETH holds near $1,867 as geopolitical tensions lift oil prices. Hyperliquid announces prediction markets, Grayscale plan

France Blocks Polymarket as AI Shockwaves Hit Crypto Markets

France orders ISPs to block Polymarket, a 2.8T-parameter AI model rattles chip stocks and crypto, and FTX distributes an

Buterin Unveils Ethereum's Biggest Rebuild Since the Merge

Vitalik Buterin outlines a sweeping Ethereum protocol overhaul prioritizing quantum resistance and privacy, as ETH gains

June 2026

ETH Drops 5.5% as Asia Tech Rout Hammers Risk Assets

Ethereum falls to $1,650 amid a global tech selloff, $717M in liquidations, a Senate CBDC ban through 2030, and quantum

BOJ Hikes to 31-Year High, ETH Climbs 3.3% as Markets Digest Rate Shock

Bank of Japan raises rates to 1%, the highest since 1995. ETH gains 3.3% to $1,794 as crypto markets rally alongside equ

SpaceX IPO Drains Crypto Liquidity as Stablecoin Rules Reshape Two Continents

ETH drops 2.8% amid a SpaceX-driven liquidity squeeze, while New York aligns stablecoin rules with the GENIUS Act and Ja

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