Daily Intelligence

The signal from Miami. Every digest since day one.

March 2026

Circle Tops BlackRock in Tokenized Treasuries as Stablecoin War Heats Up

Circle's USYC surpasses BlackRock's BUIDL fund at $2.2B, USDC nears $80B market cap, and ETH slides 2.9% as accumulation

Crypto Developers Flee to AI as ETH Grinds Back Above $2,000

Ethereum code commits drop 75% as developers pivot to AI, Pump.fun eyes cross-chain expansion to ETH, and prediction mar

Aave Oracle Glitch Forces $27M in Liquidations as ETH Slides

An Aave oracle pricing error triggered $27M in forced liquidations, Ethereum researchers demo native rollups, and tokeni

ETH Climbs 3.4% as Buterin Pitches One-Click Institutional Staking

Ethereum rises to $2,062 on broad risk rally, Vitalik Buterin outlines simplified staking for institutions, and tokenize

ETH Holds $1,994 as Oil Shock Reshuffles Global Risk Appetite

Ethereum steadies near $2,000 while oil's 25% spike rattles equities, crypto funds pull in $619M, and Coinbase opens fut

Tokenized Assets Cross $25B as Crypto Fear Hits Extreme Lows

Tokenized real-world assets nearly quadruple to $25 billion while crypto sentiment craters to extreme fear and ETH slide

Florida Passes First State-Level Stablecoin Law as ETH Slides Below $2K

Florida's SB 314 sets a stablecoin framework ahead of federal action, USDC dominates $1.8T in monthly volume, and ETH dr

Banks Line Up for Crypto Custody as ETH Stalls Below $2,000

Major banks move toward crypto custody, ETH faces rejection at $2,000, and JPMorgan's Dimon pushes for stablecoin regula

ETH Surges 6% as Markets Price In Shorter Iran Crisis

Ether reclaims $1,984 as crypto markets recover from war-driven sell-off, Polymarket hits record volumes on Iran bets, a

February 2026

Iran Strikes Rattle Markets, Bitcoin Tests Five-Month Lows

U.S. and Israeli strikes on Iran sent Bitcoin below $63,000 before a partial recovery, while ETH holds near $1,940 amid

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