Thank you @NasdaqExchange and @Nasdaq for an unforgettable day. A major milestone for CoinShares and the beginning of a new chapter. Proud to share this moment with our Co-founder, President and CEO @jmmognetti, alongside our Board members and Co-founder @dannylmasters, @CarolineDPham, Paul Grinberg and Christopher D. Myers.

Bitcoin rallied despite a much more hawkish rates backdrop. @jbutterfill looks at why this is less about crypto decoupling from macro, and more about what the market is starting to price around regulation, flows and US policy. Read the full update: coinshares.com/insights/rese… @Bitcoin

Tokenised assets are moving beyond issuance. Recent developments around Hyperliquid and Morpho show more activity moving into trading and lending. Our latest Hybrid Finance research with @tokenterminal looks at how that shift was already taking shape onchain. See the data below, or read the full report: coinshares.com/insights/rese…

The CLARITY Act failed to advance in the US Senate on 15 September. Meanwhile, MiCA is already in force across the EU and entering its first review. What does that divergence mean for crypto investors and markets? See the breakdown below: coinshares.com/insights/know…

A more hawkish Fed and the setback to the CLARITY Act have made the near-term setup for crypto more difficult. @jbutterfill looks at why @Bitcoin may remain constrained, why altcoins are more exposed, and what could eventually change the picture: coinshares.com/insights/rese…

Bitcoin mining economics came under heavy pressure in Q2, while demand for the power infrastructure miners already control continued to grow. Luke Nolan (@eazygambit) looks at how listed miners are responding, and what it means for the sector in our Q2 2026 @Bitcoin Mining Report. Read the report: coinshares.com/insights/rese…

US inflation has made the near-term setup harder for Bitcoin, with global digital asset ETP flows turning negative this week. At the same time, Treasury pressure is building as bond buybacks struggle to bring long-term yields down. @jbutterfill looks at what that could mean for @Bitcoin: coinshares.com/insights/rese…

Building a network is also about deciding who gets access to it. For Joanita Titan, @monad’s public token sale was designed to broaden participation beyond institutional and venture capital investors. @monad_eco @monad_dev @Monad_APAC @keoneHD Watch the full interview: coinshares.com/insights/the-…

Zcash has some of the strongest privacy technology in crypto. But privacy is opt-in, and only part of the supply is actually shielded. Strong cryptography. More limited privacy in practice. @Zcash Read Luke Nolan’s (@eazygambit) full research: coinshares.com/insights/rese…

Digital asset fund flows have slowed sharply after two strong weeks, while blockchain equities are seeing more sustained demand. @jbutterfill looks at what has changed and what could provide @Bitcoin’s next catalyst: coinshares.com/insights/rese…

Solana has approved a change to its token issuance schedule. The proposal passed with 67.0% support and increases annual disinflation from 15.0% to 30.0%. What changes for SOL holders, stakers and the network? See the breakdown below. @solana

Earlier this year, @ethena’s founder Guy Young (@gdog97_) told us crypto adoption would depend on reaching people with products and interfaces they already understand. Today, Ethena launched @EthenaPay, bringing USDe into everyday payments across 48 countries. A good time to revisit that conversation 👇 @Ethena_Eco @EthenaFndtn

Ethereum ETF inflows have now extended to 13 consecutive sessions (source: @Bloomberg) across all issuers, their strongest monthly run since August 2025. With ETH testing $3,300, attention is shifting from flows to valuation. Revisit CoinShares’ Senior Research Associare Luke Nolan’s (@eazygambit) five-year @ethereum valuation framework: coinshares.com/insights/rese…

Crypto sentiment has moved from despair to greed in a matter of days. Some of the forces behind the rally are real. That does not mean every asset rising with it has been validated. @jmmognetti explains why fundamentals still matter in his August Output: coinshares.com/insights/the-…

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The Fed is running out of comfortable options. Sticky inflation is limiting the case for cuts, while weaker consumer and housing data point in the opposite direction. @jbutterfill looks at why that policy bind is becoming increasingly relevant for digital assets: coinshares.com/insights/rese…

Co-Founder & CEO of @eToro, @yoniassia bought @Bitcoin in 2010 and helped write the colored coins white paper in 2012. Being early also brought banking pressure, board resistance and a few scars. Now, he sees TradFi and DeFi moving closer together. Read the full interview on The Node: coinshares.com/insights/the-…

What happens when tokenised assets keep growing while the broader crypto-native market slows? For @jmmognetti, that divergence points to something structural: demand driven by financial utility, not market cycles. Explore Hybrid Finance 365, by CoinShares and @tokenterminal : coinshares.com/insights/rese…

Bitcoin’s latest rally is primarily a macro story. The rates outlook is improving, positioning is turning more supportive and institutional flows are returning. @jbutterfill looks at what could determine the next move, with Jackson Hole now in focus: coinshares.com/insights/rese…

Hyperliquid is back in focus after President Trump said work is underway on a compliant path to bring the platform into the US. The details of what that could look like remain undefined. So, what is @HyperliquidX and why does it matter? A timely revisit of our explainer: coinshares.com/insights/know…