• MCO

Moody's revises Kenya's ratings to 'positive' on potential liquidity risks easing

Moody's upgraded Kenya's outlook to positive, noting improved liquidity risks, debt affordability, and potential IMF funding, despite still elevated credit risks.

Moody's raises Argentina's rating for the first time in five years

Moody's upgraded Argentina's credit rating to Caa3, crediting policy shifts under President Milei that stabilized the economy and achieved a record trade surplus of $18.9 billion in 2024.

• DONALD TRUMP
• ECB
• SOLANA

The Daily: US House asks crypto execs about alleged debanking, a16z closes UK office and more

Friday newsletter highlights alleged debanking in crypto, A16z's UK office closure, ECB's digital euro push, Solana's stablecoin growth, and Fogo's $8 million fundraising.

Surging equity markets to persist, but ignoring risk of inflation poses big threat

U.S. economic growth may drive equity markets higher but risks increased inflation due to trade tariffs, prompting concerns about financial market readiness for such an outcome.

• SEC

Regulatory filings flood in from Grayscale and CoinShares proposing ETFs tracking XRP, Litecoin and Solana

Many new crypto ETFs targeting Litecoin and XRP are proposed as regulatory changes loom with a new SEC leadership and a fresh crypto task force. The industry anticipates clarity.

• BLACKROCK
• SEC

Nasdaq files to change BlackRock's Bitcoin ETF to allow for in-kind redemptions

Nasdaq proposes allowing in-kind redemptions for BlackRock's Bitcoin ETF, improving efficiency but limiting participation to authorized entities, as opposed to individual investors.

• EXPLOITS
• HACKS

NoOnes CEO Ray Youssef discloses $8 million exploit weeks after the fact, confirming crypto sleuth ZachXBT's investigation

NoOnes, a P2P crypto trading platform, lost $8 million in a security breach resulting from an exploit of its Solana bridge, as confirmed by CEO Ray Youssef.

• BITCOIN
• CONGRESS
• TREASURY DEPARTMENT

Crypto executive order raises questions about a reserve versus Trump's plans for a 'digital asset stockpile'

Trump's executive order may lead to a national crypto stockpile, using seized assets. The specifics and purpose remain unclear, causing potential implications for stability and value.

• DXY

Strong dollar is a problem for tomorrow: Capital Economics

The article discusses the implications of a strong dollar on global trade, emerging markets, and potential risks like renminbi depreciation and increasing U.S. trade deficit.

Hedge fund manager explains just how spot ETFs fundamentally altered crypto markets

In Episode 3 of Season 7, Frank Chaparro and Tony Fenner-Leitão discuss Cambrian Asset Management's crypto strategies, market dynamics, and regulatory impacts.