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Consensys Splits MetaMask From Ethereum Infrastructure Business
Consensys plans to split MetaMask from its Ethereum infrastructure business by 2026, creating separate companies focused on consumer finance, institutional blockchain technology and the Linea network.
Clarity Act Puts Control at the Center of U.S. DeFi Rules
A revised Senate Republican Clarity Act would place identifiable DeFi operators under CFTC oversight, making control of software, governance and liquidity central to U.S. crypto regulation.
Bitwise’s Dogecoin ETF Closure Tests the Economics of Crypto’s Long Tail
Bitwise will close its Dogecoin ETF after less than a year, exposing the challenges altcoin funds face when launch excitement fades and trading demand weakens.
Solana’s Faster Consensus Push Tests the Limits of Validator Diversity
Solana’s Alpenglow upgrade targets 100-150 millisecond finality, but faster consensus could increase hardware costs, stake concentration and pressure on validator and client diversity.
Stablecoin Startups Face a Harder Test Beyond the Funding Boom
Stablecoin startups are attracting venture capital for payments and treasury infrastructure, but thin margins, regulatory costs and powerful incumbents threaten their path to durable growth.
Ethereum’s Blob Expansion Tests Who Captures the Value of Scaling
Ethereum’s planned blob expansion could lower rollup costs and boost capacity, but may compress network revenue, concentrate layer 2 power and reshape ETH’s investment case.
DePIN Must Turn Token-Funded Activity Into Paying Demand
DePIN networks face a decisive test as token incentives weaken: can decentralized infrastructure convert expanding supply and activity into recurring customer revenue, sustainable operator economics and a durable edge over centralized rivals?
Privacy Coins Face a New Test of Market Access
Renewed interest in Monero and Zcash highlights persistent demand for financial privacy, but exchange delistings, compliance costs and regulatory scrutiny threaten their access to mainstream markets.
Corporate Bitcoin Treasuries Put Market Structure Under Pressure
Bitcoin treasury companies are reshaping corporate finance through stock and debt issuance, but leverage, dilution, refinancing risk and custody concerns could leave shareholders exposed during downturns.