2026-02-06
We're lucky this crypto winter is happening before it got too entangled with real finance. Remember in December when @cftc announced that BTC was eligible to be margin in derivatives trades? Thankfully that hasn't had time to take off.
Wall Street Journal
Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year
Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October
We're lucky this crypto winter is happening before it got too entangled with real finance. Remember in December when @cftc announced that BTC was eligible to be margin in derivatives trades? Thankfully that hasn't had time to take off.
Bloomberg
Why this is the worst crypto winter ever: AI crowds out BTC for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, and more
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us …
2025-12-19
The law was so crystal clear that the market just happened to burst wide open for Super Bowel LIX two weeks after President Trump's inauguration.
Bloomberg
Coinbase sues Connecticut, Illinois and Michigan over state attempts to regulate prediction markets, arguing that they fall under the jurisdiction of the CFTC
Coinbase Global Inc. said it is suing the US states of Michigan, Illinois and Connecticut over their attempts to regulate prediction markets.
2025-09-11
A couple observations about this: 1) the fact that a Winklevoss twin had text access to the CFTC chair nom tells you a lot about access and influence peddling in this Administration 2) Quintenz wasn't even at the CFTC when Gemini was sued.
Politico
CFTC nominee Brian Quintenz says the Winklevosses asked Trump to pause his confirmation after he refused to make promises “rectifying” a prior Gemini settlement
“Our complaint raises serious questions and concerns about the culture of the agency that you are about to chair …
2025-06-24
So let me get this straight: stablecoins will unlock the future of peer-to-peer payments as community banks partner with a core service provider that is partnering with a blockchain that is partnering with 2 separate stablecoin companies https://www.wsj.com/...
Bloomberg
Fiserv aims to launch its own stablecoin by the end of 2025 and partners with PayPal and Circle to develop new products for financial institutions and merchants
Emily Mason / Bloomberg :