SpendNode Podcast: Crypto News & Analysis

Morgan Stanley's amended S-1 reveals MSBT will trade on NYSE Arca with Coinbase, Fidelity, and BNY Mellon as custodians and a fee waiver on the first $5B. Read the full article: https://www.spendnode.io/blog/morgan-stanley-spot-bitcoin-etf-msbt-nyse-arca-first-us-bank-issuer/

Coinbase Asset Management puts a tokenized share class of its Bitcoin Yield Fund on Base, using ERC-3643 for on-chain identity and compliance. Read the full article: https://www.spendnode.io/blog/coinbase-apex-group-tokenized-bitcoin-yield-fund-base-erc-3643-institutional/

Bitcoin is down 35% while global money supply grew 12%, creating a $66,000 valuation gap. CF Benchmarks says energy costs and tight rates are the bottleneck. Read the full article: https://www.spendnode.io/blog/bitcoin-m2-money-supply-gap-66000-energy-costs-consumer-liquidity-cf-benchmarks/

Gemini's workforce is down to 445 after cumulative 30% cuts in 2026. The exchange exited UK, EU, and Australia while pivoting to prediction markets. Read the full article: https://www.spendnode.io/blog/gemini-cuts-30-percent-workforce-ai-exits-uk-eu-australia-winklevoss-prediction-markets/

Trump-backed World Liberty Financial releases AgentPay SDK, enabling AI agents to hold, move, and transact with USD1 across EVM chains. Read the full article: https://www.spendnode.io/blog/world-liberty-financial-agentpay-sdk-ai-agent-payments-usd1-evm-open-source/

South Korea's opposition party introduced a bill to permanently abolish the planned 22% crypto gains tax, arguing it is unfair when stock gains face no income tax. Read the full article: https://www.spendnode.io/blog/south-korea-opposition-bill-abolish-crypto-tax-22-percent-stocks-fairness/

xPlace confirms $XP as the token ticker for its Q4 2026 TGE, with 5% going to ecosystem partners and 2.5% to NFT communities including Claynosaurz and MonkeDAO. Read the full article: https://www.spendnode.io/blog/xplace-xp-token-confirmed-q4-2026-tge-airdrop-allocations-solana-nft-communities/

Institutional Bitcoin demand hit its highest level since October 2025 as buyers absorbed 81,200 BTC last month, six times the amount miners produced. Read the full article: https://www.spendnode.io/blog/institutions-absorbed-81200-bitcoin-february-6x-new-supply-bitwise-highest-since-october/

The Federal Reserve held rates at 3.5-3.75% and raised its inflation forecast. Bitcoin dropped 4.6% to $70,711, but traders see a bullish bounce forming. Read the full article: https://www.spendnode.io/blog/fed-holds-rates-march-2026-one-cut-projected-crypto-fear-relief-rally/

The SEC approved Nasdaq's rule change to trade tokenized versions of Russell 1000 stocks and S&P 500 ETFs on the same order book as traditional securities. Read the full article: https://www.spendnode.io/blog/sec-approves-nasdaq-tokenized-stock-trading-pilot-russell-1000-dtc-kraken-blockchain/

Fold reports 8% revenue growth and 2,000 new customers in Q4, while CEO Will Reeves argues Bitcoin rewards will replace traditional airline loyalty programs. Read the full article: https://www.spendnode.io/blog/fold-q4-revenue-9-million-bitcoin-rewards-credit-card-overtake-airline-miles/

FTX Recovery Trust announces its fourth distribution of $2.2 billion on March 31, 2026, bringing cumulative payouts above $8 billion and three creditor classes to full recovery. Read the full article: https://www.spendnode.io/blog/ftx-recovery-trust-2-2-billion-fourth-distribution-march-31-creditors-100-percent-recovery/

Ripple-backed Evernorth files its S-4 with the SEC to merge with Armada Acquisition Corp II and list on Nasdaq under ticker XRPN with 388 million XRP. Read the full article: https://www.spendnode.io/blog/evernorth-files-s4-spac-nasdaq-xrpn-ripple-backed-xrp-treasury-company/

Senate Banking Chair Tim Scott says a stablecoin yield compromise draft is coming this week, but Coinbase already walked and midterms are closing in. Read the full article: https://www.spendnode.io/blog/tim-scott-stablecoin-yield-compromise-crypto-market-structure-bill-six-week-deadline/

Mastercard is acquiring stablecoin infrastructure firm BVNK for up to $1.8B. Visa is scaling stablecoin cards to 100+ countries. The card networks are buying what crypto tried to replace. Read the full article: https://www.spendnode.io/blog/mastercard-1-8-billion-bvnk-acquisition-visa-stablecoin-cards-blockchain-payments/

Bitrefill reveals a March 1 cyberattack linked to North Korea Read the full article: https://www.spendnode.io/blog/bitrefill-lazarus-group-cyberattack-march-2026-crypto-wallets-drained-18500-records/

SEC Chair Paul Atkins proposed Regulation Crypto Assets at the DC Blockchain Summit, outlining a startup exemption and investment contract safe harbor. Read the full article: https://www.spendnode.io/blog/sec-chair-atkins-regulation-crypto-assets-token-safe-harbor-startup-exemption-dc-blockchain-summit/

The SEC and CFTC issued a joint interpretation classifying 17 crypto assets as digital commodities alongside BTC and ETH, ending years of regulatory ambiguity. Read the full article: https://www.spendnode.io/blog/sec-cftc-joint-crypto-asset-taxonomy-17-digital-commodities-sol-link-avax-classification/

Five firms including three bank affiliates qualify for Vietnam's first crypto exchange licenses under a $400M capital requirement as Hanoi moves to ban overseas trading. Read the full article: https://www.spendnode.io/blog/vietnam-first-licensed-crypto-exchanges-five-firms-qualify-400-million-capital-overseas-ban/

Operation Atlantic brings the Secret Service, NCA, and Ontario police together to disrupt approval phishing scams that stole $17 billion in crypto last year. Read the full article: https://www.spendnode.io/blog/operation-atlantic-us-uk-canada-secret-service-crypto-approval-phishing-fraud/

US spot Bitcoin ETFs have logged six straight days of net inflows totaling $963M, led by BlackRock IBIT and Fidelity, as BTC climbs 12.5% from its March low. Read the full article: https://www.spendnode.io/blog/bitcoin-etfs-963-million-inflows-6-day-streak-longest-since-october-blackrock-ibit-fidelity/

T. Rowe Price amends its SEC filing for an actively managed crypto ETF covering 15 digital assets, with Anchorage Digital custody and potential staking. Read the full article: https://www.spendnode.io/blog/t-rowe-price-1-8-trillion-active-crypto-etf-15-assets-dogecoin-shiba-inu-staking-anchorage/

The SEC proposes amending Rule 15c2-11 to cover only equity securities. Commissioner Peirce asks whether crypto assets qualify, opening a comment period. Read the full article: https://www.spendnode.io/blog/sec-proposes-rule-15c2-11-equity-securities-only-hester-peirce-crypto-classification-comment/

OpenSea CEO Devin Finzer postpones the SEA token launch originally set for March 30, citing challenging market conditions even as ETH surges. Read the full article: https://www.spendnode.io/blog/opensea-delays-sea-token-launch-devin-finzer-challenging-market-conditions-ethereum-rally/

Bitcoin crosses $75,000 with ETH up 9% in 24 hours, but short-term holders just sent the largest exchange inflow since January 15. Who blinks first? Read the full article: https://www.spendnode.io/blog/bitcoin-75000-short-term-holders-send-37500-btc-exchanges-largest-inflow-since-january/