Haia Talks (English)

In today’s edition of Haia Talks, we examine the structural shift underway in crypto markets. Tom Lee’s BitMine adds $321 million in ether to its corporate treasury, Bitwise finalizes its Hyperliquid ETF filing, and Circle strengthens its cross-chain ambitions by acquiring the Axelar development team. Anchorage expands into tokenized wealth management, PayPal launches PYUSD savings products, and M...

In today’s Monday edition of Haia Talks, we break down why Bitcoin consolidation isn’t weakness but structure. Brazil’s largest bank recommends a 3% BTC allocation, Strategy adds nearly $1 billion in Bitcoin, and global crypto ETPs log $864 million in weekly inflows. Meanwhile, tokenization accelerates as JPMorgan launches a tokenized money-market fund on Ethereum, Visa rolls out a stablecoin advi...

In this Sunday edition of Haia Talks, we unpack the week’s most important structural shift: the global advance of tokenization. Pakistan partners with Binance on a $2B national asset-tokenization program, YouTube introduces stablecoin payouts in PYUSD, and Coinbase prepares to launch both prediction markets and tokenized equities. We also cover governance developments across Phantom, Pyth, and DeB...

In today’s edition of Haia Talks, we break down a landmark moment for the industry: Ripple, Circle, and BitGo secure conditional U.S. banking charters as DTCC receives approval to tokenize securities. Firedancer goes live on Solana mainnet, JPMorgan launches a Solana-settled commercial paper token, and Coinbase prepares to unveil prediction markets and tokenized equities. Meanwhile, Moody’s propos...

In today’s Friday edition of Haia Talks, we track a major global shift: a16z expands into South Korea, the UK prepares stablecoin payments for 2026, and the first XRP ETF goes live. We break down JPMorgan’s Solana-based USCP issuance for Galaxy, Binance’s evolving trading infrastructure, and the Senate’s renewed progress on the long-awaited U.S. crypto market structure bill. 🔗 More at https://hai...

Today’s Haia Talks parses a volatile session where spot Bitcoin ETFs saw ~$152M of inflows ahead of the Fed decision, SpaceX consolidated another $95M in BTC, and Kalshi won temporary relief from Connecticut enforcement. We trace how ETF flows and corporate treasury behavior combine to create a structural bid beneath the market even as political and retail shocks keep headlines noisy. Also covered...

In today’s edition of Haia Talks, we track Bitcoin and Ethereum as they rally into the FOMC decision while Standard Chartered cuts its 2025 BTC target to $100K but keeps the long-term bull case intact. We unpack Bitwise’s 10–20x decade outlook and the SEC Chair’s $68 trillion onchain forecast, alongside PNC’s launch of direct bitcoin trading for high-net-worth clients and Bitwise’s uplisting to NY...

In today’s edition of Haia Talks, we break down the CFTC’s landmark move to approve Bitcoin, Ethereum and USDC as collateral in derivatives markets, and what that means for institutional risk management. We examine BitMine’s $13.2 billion balance sheet and expanding ETH treasury, HashKey’s Hong Kong IPO plans, and Hyperliquid’s $30 million buyback program. On the regulatory and regional front, Tet...

In today’s edition of Haia Talks, Strategy adds 10,624 BTC in one of the largest treasury buys in history. We explore BlackRock’s push into staked ETH ETFs, ZKsync Lite’s deprecation, and Vitalik’s proposal for a trustless gas futures market. The regulatory landscape shifts as Canada targets Dapper Labs users and Argentina considers full-scale crypto banking. Consumer markets open as Coinbase retu...

In today’s Saturday edition of Haia Talks, Europe’s regulatory map fractures as Poland becomes the EU’s lone MiCA holdout. We examine Texas making history as the first U.S. state to purchase Bitcoin for a sovereign reserve, and the Jupiter vault design controversy shaking Solana’s DeFi confidence. We unpack global law-enforcement action against large-scale laundering networks, rising on-chain secu...

Today’s episode explores the sharp $195M ETF outflow, Italy’s MiCA enforcement deadline, a global crackdown on $815M in laundering, and new institutional products including WisdomTree’s stETH staking ETF. We also cover Meta’s pivot from metaverse spending to AI, MetaMask’s new Polymarket integration, and fresh geopolitical tensions shaping digital asset regulation. 🔗 More at https://haia.finance...

In today’s Friday edition of Haia Talks , crypto enters a new structural phase: the UK officially recognizes digital assets as a third category of property, the CFTC declares that regulated crypto spot trading has arrived , and Ethereum launches Fusaka , its first upgrade under the new twice-a-year schedule. We break down the Kraken × Deutsche Börse partnership that opens the door to regulated tok...

Today’s episode covers the UK’s historic crypto property bill, Bitcoin’s climb back above $93K, and the launch of Franklin Templeton’s Solana ETF. We explore major institutional moves including ARK’s renewed accumulation of crypto equities, Binance’s new co-CEO structure, IREN’s $3.6B financing for AI-cloud expansion, and Ostium’s RWA derivatives platform. The Deep Dive focuses on the accelerating...

In today’s Wednesday edition of Haia Talks, the crypto market surpasses $3 Trillion on the "Vanguard effect." We analyze BlackRock's statement that tokenization is the next "early internet" and the launch of the first Chainlink ETF. We detail Kraken's strategic acquisition of Backed Finance, Bank of America's 4% crypto cap endorsement, and the urgent security thr...

In today’s Tuesday edition of Haia Talks, we analyze a historic market reversal: Vanguard opens access to crypto ETFs, fundamentally shifting its policy. We cover the largest monthly outflow from Spot BTC ETFs ($3.5B) amid the BTC slide to $86,500. In focus: MicroStrategy’s $1.44B reserve establishment, BitMine's 3% ETH stake, Sony Bank's stablecoin plan, and the launch of the first Chai...

In today’s Monday edition of Haia Talks, we analyze the Yearn Finance yETH exploit and the $204M liquidation cascade it triggered. We cover the massive institutional retreat by CoinShares (withdrawing all XRP/SOL/LTC ETF filings) and the contrasting corporate conviction of MicroStrategy’s CEO. Plus, we examine the China stablecoin ultimatum and Ripple’s strategic win in Singapore.  🔗 More at http...

In today’s Sunday edition of Haia Talks, we analyze the systemic threat from the PBoC’s renewed stablecoin crackdown and the Lazarus Group hack. We contrast this with the US regulatory response: OCC’s final guidance on stablecoin reserves, and Visa’s expansion of stablecoin settlement across Europe and Africa. Plus, corporate treasury BitMine buys $44M ETH while Ark Invest buys the dip.  🔗 More a...

In today’s Saturday edition of Haia Talks, we break down the suspected Lazarus Group hack on Upbit and its implications for exchange security. We analyze Binance’s spot market share hitting a four-year low and corporate conviction (BitMine buying $44M ETH, SpaceX moving $100M BTC). Plus, Do Kwon requests a 5-year sentence, and Animoca Brands pivots to RWA for their US IPO strategy.  🔗 More at htt...

In today’s Friday edition of Haia Talks, we break down the suspected Lazarus Group hack on Upbit and its implications for exchange security. We analyze Binance’s spot market share hitting a four-year low and corporate conviction (BitMine buying $44M ETH, SpaceX moving $100M BTC). Plus, Do Kwon requests a 5-year sentence, and Animoca Brands pivots to RWA for their US IPO strategy.  🔗 More at https...

In today’s Thursday edition of Haia Talks, we do a deep dive into the massive $7 billion merger between Korean tech giant Naver and crypto exchange Upbit—and the $37 million hack that struck the exchange the very same day. We also analyze the surprising "Exotic ETF Season" as Grayscale files for a Zcash ETF and Bitwise lists a Dogecoin fund on the NYSE. Plus, Bitcoin recovers above $104k...

In today’s Wednesday edition of Haia Talks, we do a deep dive into the surprise regulatory U-turn allowing Polymarket to resume operations in the US. We analyze what this victory means for the future of information markets. We also cover the sharp market correction as Bitcoin falls below $88k, contrasting with massive institutional news: Texas buying BTC for its state reserve, successful launches...

In today’s Tuesday edition of Haia Talks, we analyze the $1.9B ETF outflow crisis contrasted with the simultaneous Asian IPO race (Upbit/Bitkub). We cover Grayscale's launch of the Dogecoin ETF, Monad's successful mainnet, and the $11B valuation of prediction market Kalshi. Plus, corporate treasury BitMine buys $200M ETH while MSTR’s premium drops to "crypto winter" lows.  🔗 M...

In today’s Monday edition of Haia Talks, we analyze MicroStrategy’s aggressive $750M stock offering to buy Bitcoin, contrasting it with $1.2B in Spot ETF outflows. We issue a critical security alert on the Cardano blockchain split which involved the FBI. Plus, the SEC officially begins accepting Spot Ethereum ETF applications, and a Goldman Sachs COO joins Republic for a major RWA fund launch.  🔗...

In today’s Sunday edition of Haia Talks, we issue a critical security alert regarding the DNS hijack of Aerodrome and Velodrome. We analyze Bitcoin's rebound to $83k fueled by a $2B Tether mint, and discuss the pro-crypto shortlist for the new SEC Chair. Plus, Monad's token sale success, Charles Schwab's entry plans, and the sentencing of Gary Wang marks the end of the FTX saga.  🔗...

In today’s Saturday edition of Haia Talks, we break down the brutal crash to $81k, driven by $2B in liquidations and $903M in ETF outflows. We contrast this "Extreme Fear" with the record-breaking debut of BlackRock's IBIT Options ($1.9B volume) and Coinbase's expansion into altcoin futures. Plus, US probes Bitmain, and Michael Saylor defends MicroStrategy as treasury stocks pl...