Daily Intelligence

The signal from Miami. Every digest since day one.

May 2026

Crypto Sits Out the Stock Market Rally. That Says Something.

Bitcoin ETF outflows hit a record nine-day streak as crypto diverges from record-setting equities. Aave wins UK licenses

Ondo Founder Nathan Allman Dies at 32; Hyperliquid Takes Aim at Polymarket

Ondo Finance founder Nathan Allman dies unexpectedly at 32. Hyperliquid launches validator-governed prediction markets.

Privacy Comes to Ethereum as ETF Outflows Mount

EIP-8182 proposes native private transfers for Ethereum's Hegota upgrade while Bitcoin ETFs near net outflow territory f

ETH Holds $2,119 as BTC Slides Below $76K on Warsh Jitters

Bitcoin drops below $76K on hawkish Fed chair fears, ETH steadies near $2,119, and Ethereum Foundation defenders push ba

ETH Slides 4% as Bitcoin ETFs Bleed and the Fed Turns Hawkish

Ethereum drops to $2,029 amid $2.26B in Bitcoin ETF outflows, a new Fed chair forecasting rate hikes, and SEC delays on

Polymarket Probes $520K Exploit While Plotting Japan Expansion

Polymarket investigates a suspected private key compromise on Polygon while pushing into Japan. ETH holds $2,120 as altc

Syndicate Labs Shuts Down as Rollup Market Consolidates

Syndicate Labs winds down amid rollup market slump, Hyperliquid ETFs surge 50%, SEC weighs prediction market ETFs, and c

Europe's Stablecoin Push Grows as Non-Dollar Tokens Struggle for Traction

37 European banks join a euro stablecoin consortium, but non-dollar stablecoins hold less than 0.5% market share. ETH ho

Ethereum Foundation Exodus Continues as Two More Researchers Depart

Two more Ethereum Foundation researchers resign amid ongoing brain drain, Echo Protocol loses $77M in exploit, and Bitco

ETH Drops 3.5% as Iran Tensions Trigger $563M in Liquidations

Ether falls to $2,114 on geopolitical risk, $563M in crypto liquidations, Verus bridge exploited for $11.6M, and Aave re

Harvard Exits Ether ETF as Italy's Largest Bank Doubles Down on ETH

Harvard dumps its ether ETF position while Intesa Sanpaolo grows crypto holdings to $235M. KelpDAO hack forces DeFi reck

THORChain Halts After $10.8M Exploit; Hyperliquid Surges on ETF News

THORChain pauses all trading after a $10.8M cross-chain exploit, Hyperliquid rallies on a Bitwise spot ETF filing, and K

Charles Schwab Opens Spot Crypto Trading as ETH Holds Above $2,300

Charles Schwab launches spot BTC and ETH trading for retail clients, Ethereum community tackles blind signing, and Hyper

ETH/BTC Ratio Hits 10-Month Low as Ether Bleeds Against Bitcoin

Ether drops to $2,285 as the ETH/BTC ratio slides to a 10-month low, Aave pushes $71M Arbitrum vote, and the Ethereum Fo

Circle Raises $222M at $3B Valuation as BlackRock Backs Arc Token

Circle closes $222M raise with BlackRock backing, Base preps Azul upgrade, and ETH holds above $2,300 as tokenization na

Geopolitical Shock Drags BTC Below $80K, Stablecoin Battles Intensify

U.S. strikes on Iran crater crypto markets, $300M liquidated. Warren targets Meta stablecoin. ECB pushes digital euro. A

Bitwise Declares the Four-Year Cycle Dead as ETH Slides 3.5%

Bitwise CEO says institutional capital has killed crypto's four-year cycle, ETH drops to $2,327, and Consensus Miami pan

Bitcoin Reclaims $80K, ETH Steady as Bears Bleed $300M

Bitcoin breaks $80,000 for the first time since January, liquidating $300M in shorts. ETH holds above $2,300. Kraken loc

April 2026

Prediction Market ETFs Near Launch as Courts Reject SBF Retrial

Prediction market ETFs could debut May 5, SBF loses retrial bid, Czech central bank backs BTC reserves, and ETH climbs 2

Bitmine's ETH Buying Spree Rivals Strategy's Bitcoin Pace

Bitmine closes in on Strategy-level accumulation with $234M ETH purchase, while DOJ declares code is not a crime and Isr

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