Daily Intelligence

The signal from Miami. Every digest since day one.

June 2026

Circle Launches cirBTC to Challenge Coinbase's Wrapped Bitcoin

Circle debuts cirBTC on Ethereum, Humanity Protocol loses $36M in key compromise, and Bitcoin ETFs show mixed signals as

Lubin Moves 110,000 ETH as Crypto Sheds $390B in Worst Week Since FTX

Ethereum co-founder defends $259M debt position, major banks build stablecoin rival, and crypto markets post worst weekl

Bitcoin Breaks Below $70K as Strategy Sale Rattles Crypto Markets

Bitcoin drops under $70,000 on Strategy's first publicized BTC sale, ETF outflows hit record streaks, and Vitalik propos

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

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

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

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

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

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

EU Escalates Crypto Sanctions as ETH Holds $2,321

EU ramps up crypto sanctions against Russia, Western Union preps stablecoin launch, Aave pursues $215M DeFi relief, and

Wisconsin Takes On Prediction Markets as DeFi Rallies Around rsETH

Wisconsin sues Kalshi, Polymarket, and Coinbase over sports contracts. DeFi protocols pledge 43K ETH to restore rsETH. M

Arbitrum Freezes $71M as KelpDAO Exploit Fallout Spreads

Arbitrum's security council freezes $71M in stolen ETH from the $292M KelpDAO exploit while European banks move toward a

Ethereum Posts Record Quarter as Crypto Winter Grinds On

Ethereum hit 200.4 million transactions in Q1 2026, its busiest quarter ever, while centralized exchange volumes dropped

ETH Surges 5% as Ceasefire Hopes and Short Squeezes Lift Risk Assets

Ethereum jumps to $2,151 on US-Iran ceasefire reports, prediction markets become macro radar, and North Korean hackers'

March 2026

Google Cuts Quantum Threat Timeline as ETH Slips Below $2,025

Google slashes quantum computing estimates for breaking crypto, KuCoin settles with CFTC, and prediction markets face in

Ethereum Foundation Stakes $46M as ETH Climbs 3% on Relief Rally

The Ethereum Foundation accelerates its 70,000 ETH staking plan with a record $46M deposit while ETH rises to $2,055 ami

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