Originals: Analysis
Analysis of crypto and markets by our own named writers, with the figures behind every argument.
All originals
Block's Bitcoin gross profit falls to $52m, down 50%, on Cash App fee cuts
Block's Bitcoin business made $52m in the third quarter, half the level of a year earlier, after it cut fees on Cash App. Company net income still rose and the shares gained after hours.
Musalem says Fed will need to raise rates again soon as inflation stays high
St. Louis Fed President Alberto Musalem said the Federal Reserve will need to raise interest rates again 'soon', warning inflation remains too high and policy is still accommodative.
CoinDCX paused futures after Binance liquidity disruption, resumed same day except four tokens
India's largest crypto exchange moved futures to reduce-only on 30 October, then resumed the same day except four tokens, with funds and withdrawals unaffected.
Bank of Canada raises key rate to 2.5%, first hike since 2023
The central bank lifted its benchmark rate by 25 basis points to curb energy-driven inflation, signalling it may not be done.
Visa says stablecoin settlement volume tops $25bn annualised
Visa's fiscal 2026 fourth-quarter earnings call put annualised stablecoin settlement volume above $25bn, ten times a year earlier, with Visa Direct pre-funding live and more than 300 partners in the…
Fed holds rates at 3.75%-4.00%, leaving room for another hike
The Federal Reserve kept borrowing costs unchanged on 28 October, but two officials voted for a hike and markets expect another increase in December.
Thailand's Supreme Court says Bitcoin is property, not legal tender
The full-bench ruling upheld a 10-year sentence in a 2022 Koh Samui robbery, marking Bitcoin as property under criminal law. It does not make Bitcoin legal tender.
Bitwise's Yann Liberman says 20% stablecoin yields with no risk are unrealistic
A Bitwise executive says some asset allocators still expect 20% a year from stablecoins with no risk and instant withdrawals. Crypto users on X say you can't have all three.
Cardano Foundation says Uttar Pradesh Police log evidence hashes on Cardano
The foundation says scans and lab results from active cases are hashed on-chain, in a system built by TrivolveTech. No police or government official has confirmed it.
Bank of Korea admits legal hole in monthly crypto balance reporting
The central bank is talking to the finance ministry about narrowing a rule due on 3 December that would cover 1.27 million users, because exchanges can't block customers who refuse to share data.
Kalshi and Polymarket crypto contracts hit record $2.7bn weekly volume
Short-dated Bitcoin bets pushed weekly notional volume on Kalshi and Polymarket to $2.7bn, a new high, as exchanges race into prediction markets.
Centralised exchanges took in net 46,928.46 BTC over seven days, CoinGlass says
Major centralised exchanges took in a net 46,928.46 BTC over the seven days to 24 October 2026, CoinGlass data show, with Binance receiving 37,394.58 BTC.
Jesse Eckel says lab-grown gold could strengthen Bitcoin's scarcity edge
Marathon Fusion says it turned mercury into real gold, and analyst Jesse Eckel argues lab-grown gold could make Bitcoin's fixed supply a stronger edge.
Dragonfly's Qureshi says crypto hacks surge at smaller DeFi protocols
Haseeb Qureshi says attacks on small, poorly maintained DeFi protocols are rising while total stolen funds stay flat versus 2025.
$400m an hour: stablecoin transfers run mostly outside US bank hours
A Coinbase and The Block Pro Research report found stablecoins move more than $400m an hour, mostly outside US banking hours, and a $200 transfer can cost 86% less.
FINMA approves Switzerland's first retail Bitcoin ETF
Switzerland's regulator approved the first retail exchange-traded fund that invests directly in Bitcoin, with custody safeguards and risk warnings, though the issuer has not been named.
Mesh-Visa partnership to allow crypto payments at 175 million merchants
Mesh says the tie-up will let wallet users pay online and in store without selling crypto first or getting a separate card; launch partners are still to come.
Western Union and MoneyGram launch stablecoins to defend remittance business
Western Union's USDPT and MoneyGram's MGUSD go live as a $200 transfer comparison shows a four-minute, $2 stablecoin route against three days and $12.72.
Mirae Asset Securities targets Q1 2027 launch of tokenised products
The South Korean brokerage is reviewing an institutional private money market fund and private bonds for a first-quarter 2027 rollout, with details still open.
Stablecoin payments rise 45% to $482bn as supply stays flat
Payment volumes reached $482bn in the first nine months while market value stayed near $303bn, and small card purchases surged.
Borderless.xyz report says stablecoin remittances cost 84% less
A $200 stablecoin transfer costs a median $2 against $12.72 on traditional rails, but settlement speed and reliability vary by country.
Mike McGlone says Bitcoin could fall to $10,000 if US stocks drop 20%
The Bloomberg senior analyst has repeated the $10,000 call all year, and Bitcoin is trading near $81,800. Two X users say the forecast is consistent, if hard to believe.
XRP whale deposits hit 7-month high: exchange supply up, selling not confirmed
CryptoQuant data shows large holders moved 1.669 billion XRP to Binance over 30 days as the token slid near $1.31 and ETF inflows kept coming.
Binance ETH liquidity Z-score drops to about -1.00, a seven-month low
On-chain analyst Arab Chain says Binance's Ethereum liquidity shock Z-score dropped to about -1.00, its lowest in seven months, as exchange ETH holdings also declined.
Coinbase Bitcoin premium index stays negative for 19 straight days
CoinGlass says the gauge of US Bitcoin demand fell to -0.12% and has now been negative for 19 days running, though earlier streaks in 2026 were far longer.
Hong Kong to list second spot Solana ETF, Pando Solana ETF, on 13 October
Pando Solana ETF (2831.HK) is due on HKEX on 13 October, Solana said, as global spot SOL ETFs hold about $1.9bn in net assets.
Caroline Pham says CFTC can regulate crypto without Congress
Caroline Pham, now chief legal officer at MoonPay, says the Commodity Exchange Act already covers almost everything. The CFTC is pressing ahead with its own crypto rules after the CLARITY Act failed…
Hong Kong crypto dealing commission falls 13.5% to HK$99.3m in H1 2026
The SFC's half-year review shows virtual asset dealing commission of HK$99.3m in H1 2026, down from HK$115m, while the wider securities industry posted a HK$51.7bn net profit.
Cointelegraph denies CoinDesk report it is for sale
The crypto news site says a CoinDesk report that it is looking for a buyer is based on false information, as its monthly traffic falls from over 12 million to just above 700,000.
Top 200 cryptocurrencies up just 5% since October 2021, analyst Jamie Coutts says
Real Vision's Jamie Coutts says the market-cap-weighted top 200 coins have gone nowhere in five years because new supply ate the demand. He says that supply is now slowing sharply.
Events
Event news and the dates our desk is watching: conferences, hearings, data releases, upgrades and hackathons.
September 2026
Upcoming
Dates are as published by the organisers, shown in the event’s own time zone. We list the events we follow, not everything on the circuit.
Event Coverage
All Event CoverageGate to launch Visa crypto-linked card in more than 40 markets
Gate says its Visa card will convert crypto to fiat at the checkout in 40-plus countries and territories. No country list, fees or supported assets are public yet.
TOKEN2049 to launch New York edition in June 2027
The crypto conference series is adding a US flagship, with 15,000 attendees expected in New York on 16-17 June 2027 and tickets on sale at $599.
WLFI payments plan lacks named partner and timeline for USD1 users
WLFI co-founder Zak Folkman told TOKEN2049 the company wants its USD1 stablecoin paying drivers, contractors and creators at large internet firms. No partner or date has been named.
