Market Insights

Made Honest Mistake Crypto: Tracking Momentum and Volatility Shifts

A proposed US bill would let crypto investors correct past tax reporting mistakes through a voluntary disclosure program with reduced penalties, potentially improving market liquidity as long-term holders re-enter active trading, though the bill remains proposed and not law.

2026-10-20 · 5 min read

Market Insights

White House's crypto chief departure: market signal and the policy gap

Patrick Witt's exit removes a key White House crypto liaison, creating a potential policy vacuum. The market signal is a loss of executive-branch coordination, but the real transmission risk may be regulatory drift that widens spreads and depresses institutional liquidity.

2026-10-19 · 5 min read

Industry News

Inside MSCI Developments: Operating Impact Under Review

MSCI finalized rules classifying firms existing mainly to hold investments as ineligible for index inclusion, putting Strategy, Metaplanet, Upexi, and SharpLink at risk of exclusion. Passive funds tracking MSCI indexes would face forced selling, with the final affected list due November 11.

2026-10-17 · 6 min read

Market Insights

Can a $5M CFTC Settlement Be Undone? Judge Says No

A federal judge denied the joint Gemini-CFTC request to unwind a $5 million settlement, noting Gemini settled voluntarily three weeks before trial and policy changes do not warrant reopening. The ruling removes a potential overhang for Gemini and clarifies settlement finality for crypto firms.

2026-10-17 · 5 min read

Market Insights

Big Tech Pushes Back: A Closer Look at The Transmission Market Signal

When Big Tech signed President Trump's Ratepayer Protection Pledge in March, promising to cover all new grid infrastructure costs for their data centers, we cautioned that voluntary pledges from trillion-dollar tech giants have a habit of evolving.

2026-10-15 · 6 min read

Market Insights

Bank of America Profit Miss and $1.2B Fine

Bank of America's stock fell on October 14 as a $1.2 billion government fine compounded a profit miss, transmitting volatility through equity markets and raising regulatory risk signals for the banking sector.

2026-10-15 · 7 min read

Market Insights

UK Court Ruling on 61K Bitcoin Claims Signals Jurisdictional Risk

The UK court ruling that Chinese law governs claims over 61,000 seized Bitcoin represents a structural signal for how cross-border legal disputes affect Bitcoin market dynamics.

2026-10-14 · 4 min read

Market Insights

Third-Party AI Evaluators Now Decide Which Models Reach Your Workflow

The obvious story is that AI safety is a regulatory fight between governments and tech giants. The less obvious one is that a small group of third-party evaluators now forms the practical bottleneck for which models actually reach the market.

2026-10-12 · 7 min read

Market Insights

Blockchain.com files for CFTC licenses to run US event-contract market

Blockchain.com has filed two license applications with the Commodity Futures Trading Commission (CFTC), seeking approval to operate its own event-contract marketplace in the United States.

2026-10-11 · 8 min read

Market Insights

US Sanctions Probe Tests Whether Binance's 2023 Compliance Fixes Held

A new US investigation into whether Binance knowingly processed Iran-linked trades tests the durability of the exchange's 2023 compliance overhaul. For traders, the distinction between a technical compliance gap and a deliberate decision carries different legal and market consequences.

2026-10-10 · 6 min read