Digital Assets Thoughts of the Week: Stablecoins, Regulation and More

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Stablecoins, the GENIUS Act and the CLARITY Act “The Fed’s proposals show that stablecoins no longer need to wait for the broader market-structure fight to resolve. With the CLARITY Act stalled in the Senate, the GENIUS Act rulemaking is effectively making payment stablecoins the first… Read More

 

 




AI Investment Enters Second Phase As Demand Broadens Beyond GPUs: Research

Kenanga Research said the artificial intelligence investment cycle is entering a second phase in 2026, with demand broadening beyond graphics processing units (GPUs) to inference, AI agents, and commercial applications. The demand, it added, creates opportunities across optical connectivity, power, advanced packaging and semiconductor equipment, the… Read More

Cathie Wood Tells Investors to Track where AI Agents Spend, as ARK Invest Looks Toward 2027

ARK Invest chief executive Cathie Wood has adjusted a rule of thumb she has used for years. Investors, she long argued, should watch where developers concentrate their time if they want an early read on technology. Speaking on a panel at Robinhood’s HOOD Summit in… Read More

HK’s Web3 Meta Revenue Rises 80% As Cultural Digital Platform Expands

Hong Kong-listed Web3 Meta Limited reported an 80% increase in annual revenue as it expanded its digitalization platform and cultural industry business, although higher operating expenses pushed its net loss wider. Revenue for the year ended June 30, 2026 rose to HK$80.1 million from HK$44.5… Read More

European Central Bank (ECB) Considers Direct Issuance, Bridges, Private Tokens for On-Chain Reserves

The European Central Bank (ECB) has outlined three distinct ways to make central-bank money available on programmable networks, arguing that the safest settlement asset should remain accessible as markets move toward tokenized securities, deposits, and stablecoins. Executive Board member Isabel Schnabel presented the framework on… Read More

European Digital Assets Investors Have More Confidence in MiCA-Regulated Companies, Bitpanda Exec Reveals

European cryptocurrency users are showing greater confidence in platforms that operate under official authorization, according to remarks from a senior executive at the Austrian exchange Bitpanda. Christian Trummer, the firm’s co-chief executive, made the observation while recently sharing key insights with news media outlets. He… Read More

UK Finance Professionals Now Expect Tokenization to Fundamentally Transform How Assets Move : Research

Senior leaders at UK’s banking institutions, insurers, asset managers and financial sponsors increasingly view tokenisation as a force that will reshape how money and securities move through the financial system. Findings from Lloyds Banking Group’s tenth annual Financial Institutions Sentiment Survey show that 71 per… Read More

BlackRock Outlines How Tokenization Could Transform Investment Portfolios

BlackRock (NYSE: BLK) has described tokenization as a new distribution channel for professionally built investment strategies, not merely a way to place individual funds or equities on a blockchain. The comment came as Ondo Finance launched Ondo Intelligent Portfolios, a product category in which a… Read More

Bitcoin Posts Best-Peforming Q3 Since 2017 as $85K BTC Price Sell Wall Clears

Bitcoin (BTC) finished the third quarter of 2026 with its strongest July-to-September result since 2017, then carried that momentum into early October by absorbing a dense band of offers near $85,000 and trading back toward its best levels of the year. Soft US hiring data… Read More

Arcus Joins Robinhood Wallet as Stock Token Routing Venue After Surpassing $5B in Volume

Arcus has become the latest venue supporting spot trading of Stock Tokens inside Robinhood Wallet, after the decentralized exchange connected its trading API to the self-custodial app. Eligible users in permitted jurisdictions can now have swaps routed through Arcus alongside other liquidity sources already available… Read More

Singapore’s MAS Reshuffles Senior Management, Names New Heads for Key Functions

The Monetary Authority of Singapore (MAS) will make changes to its senior management team from Nov. 1, including appointing new leaders for corporate development, financial crime policy, and the development of Singapore as an international financial centre. Jacqueline Loh, currently deputy managing director for corporate… Read More



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    BitGo CEO Warns Stalled CLARITY Act Leaves Capital Markets Open to a Risk Worse Than Lehman

    BitGo’s chief executive has warned that the US Senate’s failure to advance the CLARITY Act leaves American capital markets exposed to a concentrated failure he believes could prove more damaging than the 2008 collapse of Lehman Brothers. Mike Belshe made the argument at Korea Blockchain… Read More

    BNY and Kraken Parent Payward Reportedly Holding Discussions on Enabling Digital Asset Infrastructure

    BNY (NYSE: BNY), one of the largest custody and asset-servicing banks in the world, is holding private discussions with Payward, the Wyoming-based parent of the cryptocurrency exchange Kraken, about a possible collaboration centered on market infrastructure, according to people familiar with the matter. The conversations… Read More

    Atlanta-Based Georgia Banking Company Files for Nasdaq Direct Listing

    Georgia Banking Company, an Atlanta-based bank holding company, filed with U.S. regulators to list its shares directly on the Nasdaq Capital Market, according to a registration statement filed on Friday. The company said existing shareholders are seeking to register the resale of up to 7.04… Read More

    Anchorage Digital Slashes 17% of Staff as Crypto Market Downturn Pressures Federally Chartered Custodian

    Anchorage Digital, the US digital asset bank that became the first crypto firm to secure a national trust charter from the Office of the Comptroller of the Currency (OCC) in 2021, has reduced its workforce by 17 percent. Chief executive Nathan McCauley informed staff of… Read More

    Former SEC Chairman, Current DNI Jay Clayton to Lead Administration’s Super Intelligence Force

    Former Chairman of the Securities and Exchange Commission and current Director of National Intelligence, Jay Clayton, will now lead the newly minted Super Intelligence Force (SIF). Clayton, a relative neophyte to the Byzantine machinations of Washington, D.C., when he took over the SEC during the… Read More

    Aave Founder Stani Kulechov Criticizes European Central Bank Push to Restrict Stablecoin Yield and DeFi Access

    Aave founder Stani Kulechov has publicly challenged positions taken by European authorities as the European Commission reviews the Markets in Crypto-Assets Regulation (MiCA). In comments published on October 2, 2026, he said he was disappointed by the European Central Bank and the European Banking Authority’s… Read More

    Crypto Tax Filers Face Final October 15, 2026 Deadline as US Rules Tighten without CLARITY Act

    With roughly two weeks remaining before the October 15, 2026 cutoff, US holders of digital assets who requested more time earlier in the year face a final chance to submit their 2025 federal returns. That date marks the end of the automatic six-month extension available… Read More

    Microsoft’s Official X Account Briefly Hijacked to Push a Clippy Meme Coin

    On Thursday, October 2, 2026, attackers briefly seized Microsoft’s (NASDAQ: MSFT) official account on X and used the company’s enormous audience to push a speculative token built around Clippy, the long-retired Office paperclip assistant. The @Microsoft profile, which has more than 13 million followers, was under… Read More

    September’s $742 Million in Crypto Hacks Exposes the Limits of Exchange and Hardware Custody

    September 2026 was the worst month of the year for crypto theft, and it was not close. Immunefi reported that about $742 million was lost across 33 hacked entities, enough for the month alone to account for roughly a third of all money stolen in… Read More

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