Shows / QuantAlpha Digital Asset Update
QuantAlpha Digital Asset Update
QuantAlpha's daily digital-asset briefing — prices, protocols, flows, and what moved. Written and voiced by AI. Not investment advice: https://quantalpha.ai/disclosures/
Episodes
- QuantAlpha Digital Asset Update
Aug 20 — Bitcoin hits $70K, SEC crypto rules, big-bank…
• Bitcoin briefly topped $70,000 for the first time since June, liquidating over $1 billion in short positions — a decisive positioning shift that could pull…
- QuantAlpha Digital Asset Update
Aug 19 — Stablecoins, ETF outflows, and TradFi convergence
• Treasury proposed rules to implement the GENIUS Act's stablecoin issuer framework — setting the regulatory perimeter for who can mint dollar-pegged tokens in…
- QuantAlpha Digital Asset Update
Aug 18 — Stablecoins, Strategy's selling streak, and Ethereum…
• The U.S. Treasury proposed rules under the GENIUS Act that could reshape how stablecoins trade on exchanges, affecting issuers like Circle, Tether, and USD1…
- QuantAlpha Digital Asset Update
Aug 17 — Crypto regulation surge, bank adoption and BTC supply…
• World Liberty secured a federal bank charter — a Trump-linked crypto firm entering regulated banking signals political and institutional momentum for the…
- QuantAlpha Digital Asset Update
Weekend Edition · Aug 15 — SEC retreat, Goldman deal, and a…
Weekend Edition — the week in review. • The SEC canceled its planned Regulation Crypto meeting with no new date set — prolonging the uncertainty that US…
- QuantAlpha Digital Asset Update
Aug 14 — Fidelity ETH staking, Tether audit, and Reg Crypto delay
• Fidelity filed to add staking to its $903M Ethereum ETF with quarterly cash payouts — if approved, it unlocks real yield for TradFi and pressures rivals to…
- QuantAlpha Digital Asset Update
Aug 13 — Goldman buys into bitcoin ETFs, SEC crypto rules ahead
• Goldman Sachs acquired NEOS for $2.25 billion to enter bitcoin and ether income ETF issuance — a bulge-bracket bank paying billions signals deepening…
- QuantAlpha Digital Asset Update
Aug 12 — Bitcoin, Erebor bank raise, and crypto regulation
• Bitcoin is pinned near $63,600 as ETF inflows and spot selling cancel out — today's CPI print could break the stalemate and set the next directional move. •…
- QuantAlpha Digital Asset Update
Aug 11 — Clarity Act, ETF flows, and BTC price dip
• Senate Majority Leader Thune filed cloture on the Clarity Act with passage odds at 21–30% — a procedural move that meaningfully raises the chance of the…
- QuantAlpha Digital Asset Update
Aug 10 — BTC at $65K: Coldcard bug, ETF flows, Clarity Act
• A five-year-old Coldcard firmware bug has caused over $100M in Bitcoin losses — the exploit shook self-custody confidence and briefly dragged BTC down to…
- QuantAlpha Digital Asset Update
Weekend Edition · Aug 8 — Circle, Coldcard, and a week of…
Weekend Edition — the week in review. • Circle confirmed Arc Mainnet launches September 16 with BlackRock, DTCC, Mastercard, and Visa as founding validators —…
- QuantAlpha Digital Asset Update
Aug 7 — Russia crypto law, $89M hack, and Circle's Arc launch
• Putin signed Russia's first crypto law allowing retail trading up to 300,000 rubles annually while banning crypto payments — a major economy opens a legal…
- QuantAlpha Digital Asset Update
Aug 6 — Cold storage hack, Circle's Arc network, ETH supply…
• Hackers drained up to $114M from Coldcard hardware wallets via a self-custody bug — a nine-figure breach at a trusted cold storage brand that may accelerate…
- QuantAlpha Digital Asset Update
Aug 5 — Coldcard hack, BlackRock tokenization, memecoin probe
• Confirmed losses from a Coldcard firmware flaw are nearing $130M across thousands of addresses — one of the largest self-custody loss events ever, likely…
- QuantAlpha Digital Asset Update
Aug 4 — Hardware wallet hack, BlackRock tokenization, mining ban
• A flaw in Coldcard's seed phrase generation drained ~1,200 addresses for $114M — the breach puts the core self-custody premise under direct pressure. •…
- QuantAlpha Digital Asset Update
Aug 3 — Cold-wallet exploit, Saylor signal, and RWA milestone
• A cold-wallet exploit has drained roughly $89M across 4,500 addresses — the scale of the breach is likely to push users and institutions toward third-party…
- QuantAlpha Digital Asset Update
Weekend Edition · Aug 1 — Hardware wallet breach, ETF launch…
Weekend Edition — the week in review. • A firmware flaw in Coldcard hardware wallets let attackers steal ~$70M in bitcoin — an exploit of randomness generation…
- QuantAlpha Digital Asset Update
Jul 31 — Clarity Act progress, Strategy's $8.2B loss, Aave…
• Senate sponsors sent revised ethics language on the Clarity Act to the White House, clearing a key sticking point — roughly $5B in notional bets on passage…
- QuantAlpha Digital Asset Update
Jul 30 — Crypto market structure, ETF fee war, stablecoin rails
• SEC chair Atkins says the agency will draft its own crypto market-structure rules if Congress stalls on the Clarity Act — regulatory clarity remains the…
- QuantAlpha Digital Asset Update
Jul 29 — Morgan Stanley ETFs, Senate crypto bill shelved, Lido…
• Morgan Stanley launched spot Ethereum and Solana ETFs (MSSE, MSOL) at 14 basis points with staking rewards — the lowest fee in the market, putting pressure…
- QuantAlpha Digital Asset Update
Jul 28 — Crypto dips, RWA surge, and a landmark US bill
• Senator Lummis released a 616-page crypto market structure bill merging Banking and Agriculture Committee work — the first attempt at a comprehensive US…
- QuantAlpha Digital Asset Update
Jul 27 — Clarity Act troubles, miner AI deals, BitMart shutdown
• The Clarity Act faces an ethics dispute and a shrinking legislative window — analysts say Bitcoin's volatility index has already priced in the bill, so a…
- QuantAlpha Digital Asset Update
Extra · Bitwise Q3 2026 Staking Report
Bitwise's quarterly staking report covers six networks — Ethereum, Solana, Hyperliquid, Avalanche, NEAR and Tempo — and lands on one theme: across almost every…
- QuantAlpha Digital Asset Update
Weekend Edition · Jul 25 — BitMEX closes, Clarity Act draft…
Weekend Edition — the week in review. • BitMEX confirmed it will permanently shut down on September 23rd after 11+ years — its closure removes a significant…
- QuantAlpha Digital Asset Update
Jul 24 — Senate crypto bill, ETF inflows, BitMEX closure
• The U.S. Senate released a 616-page Clarity Act draft that would create the country's first comprehensive crypto market structure law, with Goldman Sachs CEO…
- QuantAlpha Digital Asset Update
Jul 23 — Clarity Act, ETF flows, and L2 growth in focus
• The Clarity Act's full draft includes a provision barring Trump from crypto ventures through 2029 — that ethics clause may be the deciding factor in whether…
- QuantAlpha Digital Asset Update
Jul 22 — Bitcoin near $68K, Senate bill closer, ETH ETF surge
• Senate Democrats agreed to ethics language in the Clarity Act, removing a key obstacle — the U.S. now has a clearer path to its first legislative framework…
- QuantAlpha Digital Asset Update
Jul 21 — Visa, BofA, miners, and a $4B prediction market
• Visa launched a stablecoin platform reaching 15,000 financial institution partners — that distribution scale could embed stablecoins into mainstream banking…
- QuantAlpha Digital Asset Update
Jul 20 — TradFi buys in, stablecoin rules slip, Robinhood…
• Morgan Stanley opens direct BTC, ETH, and SOL trading through E*Trade — millions of retail investors can now trade all three assets inside a platform they…
- QuantAlpha Digital Asset Update
Jul 18 — ETF flows, Circle's bank charter, and Japan's crypto law
• Bitcoin ETF cumulative outflows have exceeded $10B since last October's peak, while Morgan Stanley filed for both BTC and SOL ETFs — sustained redemptions…
- QuantAlpha Digital Asset Update
Jul 17 — Wall Street moves into crypto ownership and…
• Citadel Securities paid $400M for an equity stake in Crypto.com, valuing it at $20B — a major market maker shifting from trading crypto to owning the venues…
- QuantAlpha Digital Asset Update
Jul 16 — Soft CPI, DTCC tokenization, and Asian crypto rules
• June CPI fell 0.4% month-on-month, putting annual inflation at 3.5% — the softer-than-expected print reversed a geopolitical selloff and pushed Bitcoin up…
- QuantAlpha Digital Asset Update
Jul 15 — Stablecoins, ETF flows, and macro shifts in crypto
• A 140-member consortium including Stripe, BlackRock, and Coinbase launched Open USD to rival USDC — Circle's stock fell 17% and Mizuho cut it to…