SpendNode Podcast: Crypto News & Analysis

Zapper, one of DeFi's oldest portfolio dashboards, will close on August 3, 2026. Here is what its shutdown means for on-chain users and how to prepare. Read the full article: https://www.spendnode.io/blog/zapper-defi-dashboard-shutdown-august-2026/

Coinbase says Coinbase One members can now earn about 7% APY lending USDC. The paid tier also gates the Coinbase One card, so the yield lands with cardholders. Read the full article: https://www.spendnode.io/blog/coinbase-one-7-percent-apy-usdc-lending-july-2026/

Tuyo says it has covered 10% of every purchase on its card since launch, a subsidy now surfaced in the app's live feed. Here is what it means for cardholders. Read the full article: https://www.spendnode.io/blog/tuyo-10-percent-purchase-subsidy-july-2026/

A Zcash co-founder suggested Bitcoin drop its fixed 21 million supply cap and issue 4% new coins a year. The idea cuts against Bitcoin's core promise. Read the full article: https://www.spendnode.io/blog/bitcoin-supply-cap-zcash-cofounder-4-percent-inflation-july-2026/

Kenya's Capital Markets Authority is shopping for a blockchain analytics platform to trace Bitcoin, Ethereum, and 20+ networks for fraud and sanctions checks. Read the full article: https://www.spendnode.io/blog/kenya-cma-blockchain-analytics-crypto-surveillance-july-2026/

Bitcoin's exchange supply is at its lowest since 2017 and Ethereum's since 2015, per Santiment. Here is what the tightening float means for holders. Read the full article: https://www.spendnode.io/blog/bitcoin-ethereum-exchange-supply-historic-lows-july-2026/

Real-world asset perpetuals cleared $100B in June, a record month per DefiLlama. Here is what the milestone says about tokenized collateral in DeFi. Read the full article: https://www.spendnode.io/blog/rwa-perps-record-100b-june-volume-july-2026/

Two ethical hackers say they found a critical Aptos vulnerability that could have put $70 billion in on-chain value at risk. Here is what the disclosure means for users. Read the full article: https://www.spendnode.io/blog/aptos-critical-vulnerability-70b-ethical-hackers-july-2026/

Russia's Financial Market Committee approved the final text of its crypto bill, sending it to a State Duma second reading. Here is what it changes for users. Read the full article: https://www.spendnode.io/blog/russia-crypto-bill-second-reading-july-2026/

The CFTC charged a North Carolina commodity and crypto pool operator with a Ponzi-like fraud that took more than $14M from investors. Here is what it signals. Read the full article: https://www.spendnode.io/blog/cftc-charges-north-carolina-crypto-pool-operator-14m-ponzi-july-2026/

The SEC is preparing a crypto safe harbor proposal that could arrive as early as July 2026, offering DeFi, staking, and token projects a defined compliance path. Read the full article: https://www.spendnode.io/blog/sec-crypto-safe-harbor-proposal-july-2026/

Michael Saylor argues the market misunderstands Strategy's Bitcoin breakeven ARR, saying the metric collapses if BTC keeps appreciating. Here is what it means. Read the full article: https://www.spendnode.io/blog/saylor-mstr-btc-breakeven-arr-clarification-july-2026/

Tokenized equities set a record $3.86B in June trading volume, with SpaceX tokens leading the pack. On-chain stock trading is scaling faster than expected. Read the full article: https://www.spendnode.io/blog/tokenized-equities-record-3-86b-june-spacex-july-2026/

MiCA-compliant euro stablecoins grew 128% in market cap to $673.9M over the past year, CoinMarketCap data shows, as Europe's licensing regime reshapes spending rails. Read the full article: https://www.spendnode.io/blog/mica-euro-stablecoins-surge-128-percent-july-2026/

Galaxy Digital says it delivered 133 MW of critical IT load to CoreWeave at Helios, finishing Phase I of turning a former Bitcoin mining site into an AI data center. Read the full article: https://www.spendnode.io/blog/galaxy-digital-coreweave-helios-133mw-phase-one-july-2026/

Core Ethereum developers support Vitalik Buterin's Lean Ethereum roadmap but argue the 3-4 year timeline for STARKs and quantum safety should be compressed. Read the full article: https://www.spendnode.io/blog/ethereum-developers-compress-lean-ethereum-timeline-july-2026/

New Hampshire's Governor and Executive Council hold a hearing on July 8 over a $100 million Bitcoin-backed municipal bond, a first for a US state. Read the full article: https://www.spendnode.io/blog/new-hampshire-100m-bitcoin-backed-municipal-bond-hearing-july-2026/

Vanguard, the $11T asset manager that spent years refusing crypto, has posted its first Head of Digital Assets role. Here is what the hire signals for retail. Read the full article: https://www.spendnode.io/blog/vanguard-first-head-digital-assets-role-july-2026/

China now accounts for 38% of global fintech patent filings after a 10-fold jump in a decade, overtaking the US, per a Nikkei report. The rails race is on. Read the full article: https://www.spendnode.io/blog/china-38-percent-global-fintech-patents-overtakes-us-july-2026/

An attacker bought $4M of BONK, pushed a malicious proposal through BonkDAO's token-weighted vote, and drained $20M from the treasury. The vote was valid. Read the full article: https://www.spendnode.io/blog/bonkdao-governance-attack-20m-treasury-drain-july-2026/

Richard Heathcote, Tether's ex-CIO, is working with PJT Partners to sell part of his 1.26% stake. At the $500B valuation Tether floated, that slice is worth billions. Read the full article: https://www.spendnode.io/blog/tether-former-cio-heathcote-stake-sale-july-2026/

Oobit users can now send Litecoin straight to a bank account with no stablecoin or fiat conversion step first. Fees and country coverage are not yet published. Read the full article: https://www.spendnode.io/blog/oobit-direct-litecoin-bank-transfers-july-2026/

The White House says the US is working to structure its Strategic Bitcoin Reserve. Bloomberg reports two departments are fighting over who gets to run it. Read the full article: https://www.spendnode.io/blog/white-house-structuring-strategic-bitcoin-reserve-turf-war-july-2026/

Strategy sold 3,588 BTC for $216M to fund preferred dividends, its first large-scale sale ever. Holdings drop to 843,775 BTC as the math trap tightens. Read the full article: https://www.spendnode.io/blog/strategy-sells-3588-btc-216m-dividends-july-2026/

WSJ says Strategy is caught in a math trap: 847,363 BTC underwater, mNAV near 0.80, and a $1.2B annual preferred dividend bill. The flywheel has reversed. Read the full article: https://www.spendnode.io/blog/strategy-bitcoin-math-trap-flywheel-reverse-july-2026/