Welcome to our institutional newsletter, Crypto Long & Short. This week: Dovile Silenskyte provides an alternative to the “bitcoin as a risky asset” narrative. Joshua de Vos shares insights and analysis on global exchanges. Top headlines institutions should be aware of by Francisco Rodrigues. CoinDesk 80 Leads as Crypto Outperforms Across Asset Classes in the […]
Bitcoin vs. gold: 26% relative undervaluation Read More »
Consensys, the Ethereum development firm led by Joe Lubin, has pushed back its potential U.S. public offering to the fall at the earliest due to poor market conditions, according to two people familiar with the situation. The MetaMask wallet builder reportedly engaged bankers from JPMorgan and Goldman Sachs last year to lead the process. Consensys
Joe Lubin’s Consensys has postponed its potential IPO until the fall Read More »
In a significant shift in bitcoin’s market structure, the amount of supply held by “conviction buyers” has risen to nearly 4 million BTC, according to BitGo data cited by Bitfinex on Wednesday. Bitcoin in the hands of long-term buyers currently represents a 300% increase since the end of 2025, signaling a massive migration of the
Bitcoin’s available supply falls as long-term inventory hits record 4 million BTC Read More »
Metaplanet (3350), Japan’s largest corporate bitcoin holder and the world’s third largest bitcoin treasury company with 40,177 BTC on its balance sheet, has confirmed a delay in its planned preferred stock listing. CEO Simon Gerovich discussed the complexity of navigating Japan’s underdeveloped preferred stock market as the primary reason for the exit. The company’s planned
Metaplanet delays IPO of preferred shares amid challenging Japanese market structure Read More »
Network news “ALPENGLOW” UPGRADE LIVE FOR TEST AT SOLANA: Solana developer Anza said Alpenglow, the network’s largest proposed consensus overhaul to date, is live on a community test cluster, marking a major step toward a potential mainnet rollout. The update means that validator operators can now test software designed to move Solana from its current
Solana’s ‘Alpenglow’ upgrade is live for testing Read More »
Nigel Farage, the leader of Reform UK and a member of parliament, is facing a formal investigation by the parliamentary standards watchdog after failing to declare a £5 million ($6.8 million) gift from crypto billionaire Christopher Harborne, news services including the Guardian reported on Wednesday. Farage received the donation from Harborne, a Thailand-based businessman with
KDDI, one of Japan’s largest telecommunications companies, is set to hold a 14.9% stake in local crypto exchange operator Coincheck Group (CNCK) after agreeing to a $65 million deal. The telecom giant will underwrite 28.5 million newly issued Coincheck Group shares at $2.28 each, Coincheck said Wednesday. The agreement is expected to be completed in
Telecom giant KDDI buys 14.9% stake in Coincheck Group in $65 million deal Read More »
This week’s US Senate Banking Committee hearing to consider changes to the Digital Asset Market Clarity Act has dozens of changes to weigh, though it’s likely that almost all of them won’t survive the process of Thursday’s event. Lawmakers have pushed a number of proposed changes to the market structure bill as it approaches the
The Americans are sending Washington a clear message: the United States should lead the future of digital finance, not fall behind while other countries write the rules. A new national HarrisX poll of registered voters found that 70% say the U.S. should have already passed crypto legislation, 62% say it is important for America to
It’s time for clarity for America’s digital asset markets Read More »
CoinDesk Indices presents its daily market update highlighting the performance of leaders and laggards in the CoinDesk 20 Index. The CoinDesk 20 is currently trading at 2185.22, down 0.3% (-5.55) since yesterday’s close. Seven out of 20 assets are trading higher. Leaders: DOT (+2.6%) and BNB (+1.7%). Lagging behind: SUI (-3.2%) and TAO (-2.7%). The
SUI falls 3.2% as the index trades lower Read More »
