Haia Talks (English)

In today’s Friday edition of Haia Talks, we break down the brutal crash to $86k triggered by Citron Research's short on MicroStrategy. We contrast the "Extreme Fear" (11) with the massive news of Gary Gensler's resignation and the launch of the Bitwise XRP ETF. Plus, BlackRock registers a Staked ETH ETF and FTX sues a trader for $1 billion.  🔗 More at https://haia.finance   🎧...

In today’s Thursday edition of Haia Talks, we analyze the massive divergence in the market. While the Fear & Greed Index hits 15, BlackRock is filing for a Staked Ethereum ETF and Bitwise prepares to launch its XRP ETF. We explore this institutional "Altcoin Rush," breakdown Kraken's confidential $20B IPO filing, and contrast Coinbase's "Super App" ambitions. Plus...

In today’s Wednesday edition of Haia Talks, we analyze the $90,000 support break caused by the Mt. Gox $956M transfer and sustained ETF outflows. We cover the massive institutional moves: Cboe launching regulated perpetual futures, Kraken's $20B valuation (Citadel investment), and Fidelity's staking-enabled Solana ETF. Plus, Japan proposes major tax cuts, and Trump Media eyes Bakkt.  🔗...

In today’s Tuesday edition of Haia Talks, we analyze the market crash below $90k and the "Extreme Fear" (15) gripping retail, contrasted with massive buy-ins from MicroStrategy ($836M) and El Salvador ($100M). We also cover the "Great Risk Reset" as TradFi giants like Goldman Sachs and Cboe build "safe rails" while DeFi struggles with security crises. Plus, Trump Medi...

In today’s Monday edition of Haia Talks, we do a deep dive into the $5.7 billion DeFi security crisis and how it contrasts with the new "safe rails" being built by Goldman Sachs and Hong Kong's Project Ensemble. We also cover the rumors of a massive $4.6B Bitcoin buy from MicroStrategy, Poland's pledge for a Bitcoin Reserve, and the surge in global self-custody wallets to 820 m...

In today’s Sunday edition of Haia Talks, we do a deep dive into the market's "Extreme Fear." We contrast the two defining signals: Tether CEO Paolo Ardoino's bearish "black friday" tweet versus reports of Harvard's endowment "tripling down" on its Bitcoin ETF buys. We also cover the DOJ's new "Scam Center Strike Force," Coinbase's st...

In today’s Saturday edition of Haia Talks, we do a deep dive into the market crash as the Fear & Greed Index hits "Extreme Fear" (16) and Bitcoin breaks $95k. We also cover the strong $58M debut of the Canary spot XRP ETF, Tether's massive pivot into AI with 20,000+ GPUs, and Jack Dorsey's Cash App integrating Lightning. Plus, the Czech Central Bank confirms its first Bitco...

In today’s Friday edition of Haia Talks, we do a deep dive into Bitcoin’s sharp drop below $100k and the $463M in resulting liquidations. We also cover the strong $58M debut of the Canary spot XRP ETF, Tether's massive pivot into AI with 20,000+ GPUs, and Jack Dorsey's Cash App integrating Lightning. Plus, the Czech Central Bank confirms its first Bitcoin purchase.  🔗 More at https://ha...

In today’s Thursday edition of Haia Talks, we do a deep dive into Visa's breakthrough pilot allowing creator payouts in USDC, moving stablecoins from speculation to core utility. We also analyze the massive $524M inflow into Bitcoin ETFs despite retail fear, and Tether's new compliance partnership with Chainalysis. Plus, Calastone taps Polygon for RWA tokenization, and Coinbase hires a G...

In today’s Wednesday edition of Haia Talks, we do a deep dive into the massive structural shift as U.S. national bank SoFi launches crypto trading. We also track Standard Chartered's new stablecoin credit card in Singapore and ClearToken's UK approval for digital asset settlement. We also cover China's $13B Bitcoin accusation against the U.S. and Coinbase scuttling a $2B stablecoin...

In today’s Tuesday edition of Haia Talks, we do a deep dive into the massive news as Coinbase launches FSCS-protected savings accounts in the UK, signaling a deep convergence with traditional finance. We also cover the fallout from a $93M exploit at DeFi protocol Stream Finance and the $285M contagion risk. Plus, MicroStrategy buys another $50M in BTC, and we analyze why the market is punishing th...

In today’s Monday edition of Haia Talks, we do a deep dive into the massive news as the US clearinghouse (DTCC) lists five spot XRP ETFs, signaling that SEC approval is imminent. We analyze what this means for XRP's full legitimization. We also cover the fallout from Solana's 8-hour network outage and the immense reputational damage it caused just as PayPal was integrating. Plus, the CFT...

In today’s Sunday edition of Haia Talks, we do a deep dive into the "black swan" event hitting the market: the Solana network has suffered a complete outage, its first major failure in over a year. We analyze the devastating timing as it coincides with market panic, record ETF outflows, and PayPal's recent integration news. We also cover a stunning legal failure as a judge declares...

In today’s Saturday edition of Haia Talks, we do a deep dive into the "Great Divergence" as retail investors panic-sell, while "smart money" aggressively buys the dip. We analyze how institutions like Metaplanet and MicroStrategy are borrowing millions to buy more BTC, and how Cathie Wood's Ark Invest is buying BitMine shares. We also cover the stunning report from Bank of...

In today’s Friday edition of Haia Talks, we do a deep dive into the dual crises hitting the market: the $40M DeFi contagion from the Stream Finance collapse forcing Aave and Curve to tap their treasuries, and the 5-year prison sentence for the founder of Samourai Wallet. We analyze the market "hangover" as Bitcoin struggles near $100k and ETF outflows continue. We also cover Google'...

In today’s Thursday edition of Haia Talks, we do a deep dive into the "Great Decoupling" as AI-focused miners (Marathon, IREN, Hut 8) post record profits and sign multi-billion dollar deals, completely ignoring the Bitcoin price crash. We analyze why Wall Street now values them as AI infrastructure. We also cover the fallout from DeFi's "Lehman Moment," as Stream Finance&a...

In today’s Wednesday edition of Haia Talks, we do a deep dive into the "perfect storm" crashing the crypto market, as Bitcoin teeters near $100k. We analyze DeFi's "Lehman Moment" as lending protocol Stream Finance halts withdrawals, revealing a $93M loss and sparking $285M in contagion fears. We also cover the massive $1.3B in liquidations and $800M in ETF outflows. In st...

In today’s Tuesday edition of Haia Talks, we do a deep dive into the massive "Great Decoupling" as Bitcoin miner stocks (IREN, Cipher) surge 30% on multi-billion dollar AI deals with Microsoft and Amazon, completely ignoring the BTC price drop. We break down why Wall Street now values them as AI infrastructure. We also cover the UK lifting its 4-year ban on retail crypto ETPs, Ripple&apo...

In today’s Monday edition of Haia Talks, we do a deep dive into the European Commission's plan to create a single, SEC-style supervisor for all crypto markets in the EU. We break down the strategy behind this push for unified enforcement and what it signals about the future of global regulation. We also cover Hong Kong's game-changing decision to allow exchanges to access global liquidit...

In today’s Sunday edition of Haia Talks, we do a deep dive into the accelerating 'IPO Race' as Kraken prepares for a 2026 public listing, following Coinbase's breakout quarter. We break down why Wall Street and Bank of America are suddenly bullish on crypto infrastructure as a mature, high-margin business model. We also cover the strong $200M debut for the first spot Solana ETFs in...

In today’s Saturday edition of Haia Talks, we do a deep dive into the revealing Q3 earnings from Coinbase and MicroStrategy. We analyze why Coinbase's diversified revenue model is soaring while the "hype premium" for MicroStrategy's proxy-BTC stock is hitting an 18-month low. We also cover major institutional moves as JPMorgan executes its first live transaction on its Kinexys...

In today’s Friday edition of Haia Talks, we do a deep dive into JPMorgan's new Kinexys blockchain, which just executed its first live fund-servicing transaction. We break down the strategy and what it signals when Wall Street starts moving its core "plumbing" on-chain. We also cover the end of the US government shutdown and what it means for the frozen ETF backlog, the rotation of c...

 In today’s Thursday edition of Haia Talks, we do a deep dive into Mastercard's massive $2 billion acquisition of crypto infrastructure firm Zerohash. We analyze why this signals a new phase in the battle to own the "rails" for Web3 finance. We also cover the market's positive reaction as the Fed cuts rates and hints at ending QT, the successful debut of the first Solana, Litec...

In today’s Wednesday edition of Haia Talks, we do a deep dive into Visa's massive stablecoin expansion, adding support for 4 new tokens (including PYUSD and USDC) on 4 different blockchains (including Solana and Base). We analyze what this multi-chain strategy signals about the future of global payments. We also cover PayPal seeking a New York BitLicense for PYUSD, Western Union planning its...

In today’s Tuesday edition of Haia Talks, we do a deep dive into the historic, breaking news: the SEC has approved the first-ever spot ETFs for Solana, Litecoin, and HBAR, greenlighting trading starting today. We analyze what this landmark regulatory shift means for the altcoin market and institutional adoption. We also cover MetaMask's huge move to become a multi-chain wallet supporting Sola...