A structured weekly briefing that answers five fixed questions: network activity, stablecoin settlement, exchange flows, fees and costs, and what to watch next week.
Weekly intelligence brief for September 21 - 27, 2026: supply growth returned USDC-led, the Bitget breach put exchange counterparty risk back on the risk list, SoFi settled a $25B card program in stablecoins, Binance bought $100M of Circle, and both the ECB and the Fed put stablecoin reserve rules under revision.
2026-09-27Weekly Intelligence
Weekly intelligence brief for September 14 - 20, 2026: stablecoin supply flat at $309.7B with float rotating between issuers, Circle's Arc launching with USDC-native gas, the CLARITY Act failing 49-50, and the trust layer - bridges and oracles - taking three hits in six days.
2026-09-20Weekly Intelligence
Weekly intelligence brief for September 7 - 13, 2026: the fee floor on Bitcoin and Ethereum, stablecoin supply at $305.4B, Visa's $20B settlement run rate, TRON's record total value, and what the cost inversion means for payment routing.
2026-09-13Weekly Intelligence
Structured weekly intelligence on crypto transactions: five fixed questions on network activity, stablecoin transfers, fees and costs, payments, and the outlook for August 31 - September 6, 2026.
2026-09-06Weekly Intelligence
Structured weekly intelligence on crypto transactions: five fixed questions on network activity, stablecoin transfers, fees and costs, payments, and the outlook for August 24-30, 2026.
2026-08-30Weekly Intelligence
Structured weekly intelligence on crypto transactions: five fixed questions on network activity, stablecoin transfers, fees and costs, payments, and the outlook for August 17-23, 2026.
2026-08-23Weekly Intelligence
Structured weekly intelligence on crypto transactions: five fixed questions on network activity (volume, addresses, TPS), stablecoin transfers, fees and costs, payments, and the outlook.
2026-08-16Weekly Intelligence