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DIGITAL FINANCE · ARCHIVE

Digital Finance

Digital-asset markets, stablecoins, real-world assets, onchain finance and agent commerce.

34PUBLISHED REPORTS16 Weekly · 4 Memo · 8 Critical Event · 6 Special Update

LATEST REPORT

Bitcoin ETF Inflows Fail to Offset Lower Prices and Persistent Ether Outflows

Digital Assets Weekly | Issue 011

2026.10.26

BitcoinEthereumSpot ETFInstitutional AllocationOpen InterestFunding RatePrior 69Current 68
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34 reports found

#011

Bitcoin ETF Inflows Fail to Offset Lower Prices and Persistent Ether Outflows

Digital Assets Weekly | Issue 011

STABLECOIN WEEKLY 005

Stablecoin Distribution Targets 40 More Markets While Supply Contraction Keeps Demand Unproven

Stablecoin & On-chain Finance Weekly | Issue 005

#010

ETF Outflows Persist as Ether Weakens and Deleveraging Fails to Confirm Demand

Digital Assets Weekly | Issue 010

CRITICAL EVENT UPDATE

Visa Direct Stablecoin Prefunding Enters Production, Validating the Bridge Thesis While Financial Value Remains Unproven

Critical Event Update | Stablecoin Prefunding × Cross-Border Payouts × Payment-Network Economics

STABLECOIN WEEKLY 004

Stablecoins Enter Enterprise Payment Workflows, but Value Capture Remains Unproven

Stablecoin & On-chain Finance Weekly | Issue 004

CRITICAL EVENT UPDATE

Visa Wins Approval to Prepare a China Domestic Card-Clearing Business, but Operations and Revenue Remain Unproven

Critical Event Update | Card Clearing × China Market Access × Payment-Network Economics

#009

ETF Outflows Push Crypto Into Defensive Consolidation

Digital Assets Weekly | Issue 009

CRITICAL EVENT UPDATE

Ledger Confirms an Unauthorized Hardware Implant in an Affected Device, Extending Self-Custody Risk Into the Supply Chain

Critical Event Update | Third-Party Reseller × Hardware Implant × Recovery-Phrase Security

STABLECOIN WEEKLY 003

Stablecoin Competition Shifts to Default Distribution and Bank Settlement

Stablecoin & On-chain Finance Weekly | Issue 003

CRITICAL EVENT UPDATE

CFTC Opens a Federal Crypto-Market Route as Leveraged Spot Moves Ahead of Congress

Digital Assets Critical Event Update | Regulation CTX × Regulation CAM × Federal Market Structure

#008

Prices Stay Strong as Flow Confirmation Narrows: Crypto Turns Bitcoin-Led and Selective

Digital Assets Weekly | Issue 008

RESEARCH MEMO

Stablecoins Move Beyond Pilots as SoFiUSD Goes Live and Citi Connects Enterprise Payments

Stablecoin & On-chain Finance | Production Settlement Research Memo | 29 September 2026

STABLECOIN WEEKLY 002

Stablecoins Are Entering Production Settlement, but Value Capture Will Remain Fragmented

Stablecoin & On-chain Finance Weekly | Issue 002

FUTURE WORLD 036

The NEAR ETF Has Been Approved for Listing. Why Doesn’t That Mean Institutional Money Has Arrived?

Future World Signal · Issue 036

CRITICAL EVENT UPDATE

NEAR ETF: From AI Agent Infrastructure to Institutional Access

Critical Event Update | Institutional Access × Real Usage × Token Value Capture

#007

ETF Inflows Are Back. Why Is This Still Not a Broad Crypto Liquidity Boom?

Digital Assets Weekly | Issue 007

CRITICAL EVENT UPDATE

UK Banks Complete First Interbank Tokenised-Deposit Transactions

Critical Event Update | Tokenised Deposits × Bank Settlement

RESEARCH MEMO

Tokenized Finance Is Entering Regulated Market Infrastructure

SEC × ECB | Regulated On-chain Finance Research Memo | 22 September 2026

CRITICAL EVENT UPDATE

USDC Distribution Expands as Europe Rethinks Stablecoin Reserve Rules

Critical Event Update | Stablecoin Distribution × Reserve Regulation

STABLECOIN WEEKLY 001

Stablecoins Are Becoming Financial Infrastructure, but Issuers Will Not Capture All the Value

Stablecoin & On-chain Finance Weekly | Issue 001

CRITICAL EVENT UPDATE

ECB Launches Pontes, Bringing Central-Bank-Money Settlement On-Chain

Critical Event Update | Institutional Tokenization × Central-Bank-Money Settlement

#006

Crypto Is Strengthening Again, but Fresh Capital Has Not Confirmed a Broad Risk-On Cycle

Digital Assets Weekly | Issue 006

FUTURE WORLD 028

Grab Is Paying $1.49 Billion for Atome. Why Is a $6 Billion Loan Book Not $6 Billion of Revenue?

Future World Signal · Issue 028

PREDICTION CHECK

After the CLARITY Act Forecast Miss, What Did We Learn?

Digital Finance × Regulation | Prediction Check | Post-event Audit

EVENT FORECAST

Can the CLARITY Act Clear 60 Votes? ACIS Expects a Narrow Win—but Not Final Enactment

Digital Finance × Regulation | Event Forecast | Pre-vote Record

RESEARCH MEMO

Circle Is Not Just Buying a Payments Firm—USDC Is Acquiring Its Own Cross-Border Distribution Network

Digital Finance × Stablecoin Infrastructure | Research Memo | Thesis Strengthened

#005

Capital Rotates From BTC Into ETH as AI Tokens Cool and Payment Infrastructure Expands

Digital Assets Weekly | Issue 005

RESEARCH MEMO

Figure Is Evolving from Onchain Lending into an AI-Enabled RWA Capital-Markets Platform

Digital Finance × RWA | Research Memo | Thesis Strengthened

FUTURE WORLD 024

Are 24/7 ‘Stock Tokens’ Actually Stocks?

Future World Signal · Issue 024

UPDATE

Why Are 21 Global Financial Institutions Suddenly Building a Stablecoin Together?

Digital Finance Special Update

#004

The Trend Holds and Breadth Is Expanding, but This Is Not an Indiscriminate Altcoin Rally

Digital Assets Weekly | Issue 004

#003

Crypto Prices Face Rates Again, While Onchain Settlement Keeps Expanding

Digital Assets Weekly | Issue 003

#002

Broad Risk-On Returns, but the Market Is Entering an Overheated Zone

Digital Assets Weekly | Issue 002

#001

Not broad Risk-On, but Selective Risk-On

Digital Assets Weekly | Issue 001