futureofmoney

5 ms·

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   by futureofmoney 7mo ago

   The interesting part here isn’t just that Kraken got a Fed master account. It’s what it changes in the settlement architecture. Historically: crypto firm → partner bank → Fedwire → dollar system With a master account: crypto firm → Fedwire
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   by futureofmoney 7mo ago

   Previous bear markets broke companies. February mostly broke sentiment.
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   by futureofmoney 7mo ago

   February 2026 delivered crypto’s worst start to a year in roughly a decade. - Bitcoin down ~24% YTD - Ethereum down ~34% YTD ~50% drawdown from October 2025 highs - One -6σ daily move In prior cycles, drawdowns of this magnitude coincided w
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   February 2026: Bitcoin fell 24%. Nothing in crypto infrastructure broke(thefutureofmoney.substack.com)

   2 points by futureofmoney 7mo ago|3 comments
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   The SEC's ETHDenver Moment(substack.com)

   1 points by futureofmoney 8mo ago|1 comments
6. 6.▲
   by futureofmoney 8mo ago

   The regulator that made "regulation by enforcement" its crypto strategy took the stage at ETHDenver and started describing the plumbing What Atkins and Peirce said at ETHDenver — and why does it matter more than the price of ETH r
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   The Clock Has Run Out on Stablecoin Ambiguity(thefutureofmoney.substack.com)

   2 points by futureofmoney 8mo ago|0 comments