#cftc

I don't care how many times Polymarket shows off its on-chain volume. The rea...

When a regulator steps into the ring against the heavyweight champion of...

The CFTC's motion to dismiss CME's lawsuit over Kalshi's Bitcoin perpetual...

The proposal landed on a Tuesday. The SEC, the same agency that has spent yea...

The top 1% of wallets control 68% of Polymarket's trading volume. The remaini...

A market does not end when its exchange does. The collapse of FTX was treated...

Silence is the loudest indicator in a flat market. This week, the loudest...

Over the past week, the market has started reacting to a new phrase: Washingt...

The logic held; the incentives were broken. At a recent CFTC roundtable, the...

The signal arrived not on a blockchain, but in a conference room. On March 28...

The data hides what the eyes refuse to see. While headlines celebrate Trump's...

Hook The most important number in the latest compute-market announcement is n...

The ledger never sleeps, but it does lie in wait. Last week, the Commodity...

The White House crypto summit was a parade of industry titans. Ripple,...

Hook Reality check: Over 90% of prediction market volume has been retail....

We didn’t see the 27 billion short squeeze coming. But we should have seen th...

It's not immediately obvious to the casual observer, but the December 12...

On a quiet Tuesday, the CFTC finally closed the chapter on the FTX-Alameda sa...

On November 11, 2022, at 04:23 UTC, I pulled the transaction history of...

Code does not lie, but it does hide. Prediction markets are the closest thing...

The White House Crypto Summit: A Structural Analysis of Regulatory Theater an...

We are told that regulatory clarity is the holy grail of crypto adoption. Tha...

On a quiet Tuesday in early 2024, a Washington state court issued an order th...

Macro liquidity is the only truth. The market is pricing Hyperliquid's lobbyi...

The market is pricing in a CFTC green light for prediction markets. That's a...

Hook Polymarket’s governance token pumped 15% in three hours on the news. I...

The Baltimore City government filed a lawsuit against Kalshi and Polymarket o...

The Commodity Futures Trading Commission is convening its Innovation Advisory...

Listening to the errors that the metrics ignore. For a platform that...

Code betrays when we do. In the regulatory theater of crypto, words betray mo...

Galaxy Research just cut the odds. From 50% to 30%. In a single probability...

August 9. A Friday that should have been dead air. Then Patrick Witt — the...

The committee voted 15-9. The Senate needs 60. These are two different...

While headline traders scanned CPI prints and ETF flow tables last week, a...

The market doesn't care about your sentiment; it cares about your liquidity. ...

Senate Majority Leader John Thune announced that the Crypto Clarity Act will...

The data indicates a fracture. Kalshi holds a Designated Contract Market...

In the ashes of Terra, we didn't just lose a stablecoin; we lost a collective...

The market just priced in 10% more war. Polymarket's "Ukraine-Russia ceasefir...

Hook 03:00 UTC, December 2025. A single transaction moves 100 Bitcoin from a...

On May 28, 2025, a single Bitcoin transaction moved 18.5 BTC from a Gemini co...

The application was filed on July 3, 2025. The market didn't react. No price...

Hook: The Signal in the 13F On November 14, 2024, Michael Burry’s latest 13F...