If Crypto Has a Capital, This Might Be It

Let’s be honest—most governments still don’t know what to do with crypto. The U.S. is full of regulatory curveballs—though recent signals suggest that may be changing. In Europe, the rules are slightly better, but the pace is glacial. Meanwhile, Dubai has quietly—and quickly—become the place where crypto works. This isn’t hype. It’s a wake-up call. … Read more

Latam Insights Encore: Brazil Fights a Pointless War Against Stablecoins

Welcome to Latam Insights Encore, a deep dive into Latin America’s most relevant economic and crypto news from the past week. This edition examines how the Brazilian government’s proposed ruleset that would outlaw stablecoin self-custody is pointless, as Brazilians will find a way to sidestep it. Latam Insights Encore: Brazil Won’t Be Able to Ban … Read more

Liberation for Bitcoin From Equities?

Last week, with tariffs looming and macro uncertainty unresolved, the move upward felt more like wishful thinking than fundamental confidence. This editorial is from last week’s edition of the Week in Review newsletter. Subscribe to the weekly newsletter to get the editorial the second it’s finished. Last Week The Question Was: Are Tariffs Priced In? … Read more

Latam Insights Encore: Trump’s Secondary Tariff Strategy Against Venezuela: Killing a Fly With a Nuke

Welcome to Latam Insights Encore, a deep dive into Latin America’s most relevant economic and crypto news from the past week. This edition examines how the Trump administration’s newfound secondary tariff strategy and its application against Venezuela might inflict lots of collateral damage. Latam Insights Encore: Trump’s Secondary Tariff Strategy Lacks Finesse, Involves Millions The … Read more

AI Agents Could Be Crypto’s Next Breakthrough – If We Shift From Hype to Utility

Alec Goh is Head of HTX Ventures, the global investment arm of cryptocurrency exchange HTX. In this Op-Ed, Alec argues that the convergence of AI Agents and Web3 holds transformative potential, but requires the industry to avoid common crypto pitfalls. Building Sustainable Value in Crypto + AI I have navigated through multiple market cycles in … Read more

Make Way for Macro and Geopolitics

From Saylor’s $10M BTC buy (a rounding error), to Ripple’s lawsuit win, to Solana’s cringey ad, last week’s crypto headlines were dwarfed by the real forces driving markets: inflation, war, and a global liquidity pivot. This editorial is from last week’s edition of the Week in Review newsletter. Subscribe to the weekly newsletter to get … Read more

Latam Insights Encore: Libra’s Case Outcome Will Set a (Likely Bad) Predecent for Meme Coins

Welcome to Latam Insights Encore, a deep dive into Latin America’s most relevant economic and crypto news from the past week. This edition examines how the recent clarification about meme coins not constituting securities could affect the Libra case, shielding founders from legal and civil actions that are already underway, putting investors at risk. Latam … Read more

Trump’s Terrifying Tariffs

Last week as markets wobbled, tariffs seemed to be the consensus culprit. But are tariffs just an easy scapegoat? How Much Do Tariffs Matter? This editorial is from last week’s edition of the Week in Review newsletter. Subscribe to the weekly newsletter to get the editorial the second it’s finished. As equity and crypto markets … Read more

Latam Insights Encore: Bolivia’s Crypto Power Deal Opens a New Era for Commodity Markets

Welcome to Latam Insights Encore, a deep dive into Latin America’s most relevant economic and crypto news from the past week. This edition examines how the recently disclosed use of crypto for power imports in Bolivia opens a new era for the validity of these settlements in international commodity markets. Latam Insights Encore: Bolivia Taps … Read more