Crypto & Web3
一次情報からAIが生成する週次リサーチレポート。 · 32 reports
Crypto & Web3
Week 2 of November 2026 saw the Binance hack's aftershocks continue to compress DeFi TVL to $81B while Wall Street tokenized securities infrastructure accelerated, Greece enacted a crypto tax framewor…
Crypto & Web3
The week of October 25 – November 1, 2026 was dominated by the $6.3 billion Binance hack — the largest in crypto history — attributed by the FBI to North Korea's TraderTraitor group, which triggered a…
Crypto & Web3
October 2026 marked a decisive institutional infrastructure deployment month for crypto and Web3: JPMorgan brought JPM Coin to Ethereum, Solana's Alpenglow upgrade delivered 150-millisecond finality, …
Crypto & Web3
Week 4 of October 2026 saw Ethereum's Glamsterdam upgrade postponed from its scheduled Hoodi testnet activation after a security flag, while Solana's Alpenglow upgrade went live and JPMorgan brought J…
Crypto & Web3
Week 3 of October 2026 saw DeFi TVL continue its multi-week decline to approximately $88.7B as hot U.S. CPI data pushed Bitcoin briefly below $80,000, while institutional tokenization accelerated with…
Crypto & Web3
Week 2 of October 2026 was defined by the collision of institutional tokenization ambition and market stress: the OKXICE tokenized stock filing, Stripe's 100-country stablecoin expansion, and Arc's in…
Crypto & Web3
The week of September 27 – October 4, 2026 saw Ethereum's Glamsterdam upgrade advance to imminent Sepolia activation, the SEC propose crypto custody rules while losing its primary internal advocate He…
Crypto & Web3
September 2026 marked a structural inflection point for crypto and Web3: the Clarity Act's Senate failure triggered an immediate pivot to agency-led rulemaking (SEC Innovation Exemption, CFTC tokeniza…
Crypto & Web3
Week 4 of September 2026 saw Bitcoin break above $87,000 and post its first quarterly gain in a year, spot ETF flows turn positive for 2026 after erasing a $5.8 billion deficit, and a cluster of insti…
Crypto & Web3
Week 3 of September 2026 was defined by the Clarity Act's Senate failure and the immediate pivot by U.S. agencies to administrative rulemaking, the Federal Reserve's first rate hike since 2023 trigger…
Crypto & Web3
Week 2 of September 2026 saw the crypto and Web3 ecosystem navigate intensifying macro headwinds — Fed rate hike certainty, oil above $100, and rising Treasury yields — while delivering a series of st…
Crypto & Web3
The week of August 30 – September 6, 2026 was defined by three converging forces: institutional crypto-banking integration reaching a structural inflection with the Citi-Goldman stablecoin consortium …
Crypto & Web3
August 2026 marked a decisive inflection point for crypto and Web3: Bitcoin surged 25% on a Treasury buyback signal to touch $81,455, DeFi TVL recovered from $69B lows to peak at $93.5B, and instituti…
Crypto & Web3
The week of August 23–30, 2026 saw Bitcoin consolidate near $78,000–$81,000 after the prior week's historic short squeeze, with Fed Chair Warsh's hawkish Jackson Hole remarks introducing macro headwin…
Crypto & Web3
Week 4 of August 2026 was defined by a historic macro-triggered crypto rally — Bitcoin surging 25% on U.S. Treasury buyback signals — coinciding with a regulatory pivot as the SEC reversed course and …
Crypto & Web3
Week 3 of August 2026 was defined by a regulatory setback — the SEC's surprise cancellation of its Reg Crypto open meeting — colliding with accelerating institutional adoption signals including Master…
Crypto & Web3
The week of August 3–9, 2026 was defined by three converging dynamics: an escalating Bitcoin infrastructure security crisis (Coldcard losses reaching $114–120M, a new Lightning exploit, and 85 flagged…
Crypto & Web3
The week of July 26 – August 2, 2026 was defined by three converging forces: institutional tokenization infrastructure reaching live production scale (BNY's $8.6 trillion transfer agency move onchain,…
Crypto & Web3
July 2026 marked a decisive inflection point for blockchain's integration into traditional finance, with DTCC executing live production tokenized securities trades, Swift expanding its blockchain sett…
Crypto & Web3
Week 4 of July 2026 saw tokenization infrastructure deepen from issuance into settlement timing (BNY's 24/7 Treasury plans), Robinhood Chain's RWA thesis begin to materialize, the Clarity Act miss its…
Crypto & Web3
Week 3 of July 2026 marked a decisive shift from tokenization pilots to live production infrastructure, with DTCC executing its first real trades involving tokenized securities alongside 20+ major Wal…
Crypto & Web3
The week of July 6–12, 2026 saw tokenized RWAs surpass $26.9B with Swift launching a 17-bank blockchain settlement network, DeFi TVL stabilizing near $74B amid crypto's decoupling from equity weakness…
Crypto & Web3
Crypto and Web3 markets rebounded in early July 2026, with DeFi TVL recovering to $74.1B and Bitcoin breaking above $63,000 on dovish Fed signals, while institutional adoption deepened through BlackRo…
Crypto & Web3
June 2026 marked a pivotal month for crypto and Web3, defined by accelerating institutional tokenization milestones and a deepening DeFi security crisis, as major banks launched blockchain deposit net…
Crypto & Web3
Bitcoin fell to multi-year lows near $58,000 amid AI capital rotation and Strategy STRC stress, while tokenized RWAs, stablecoin infrastructure, and institutional exchange consolidation accelerated sh…
Crypto & Web3
The crypto and Web3 ecosystem continues its rapid convergence with traditional finance, marked by record stablecoin market cap of $315 billion, accelerating tokenized RWA adoption, and landmark regula…
Crypto & Web3
The crypto and Web3 ecosystem is undergoing a structural bifurcation: institutional tokenization infrastructure surpassed $33 billion in RWAs with major bank and Wall Street commitments deepening, whi…
Crypto & Web3
The crypto and Web3 ecosystem in early June 2026 is defined by a historic convergence: major U.S. banks launching a tokenized deposit network to counter stablecoins, DeFi TVL hitting 20-month lows ami…
Crypto & Web3
The crypto and Web3 ecosystem in late May 2026 is defined by an escalating AI-powered DeFi security crisis reaching near-daily exploit frequency, simultaneous institutional tokenization breakthroughs …
Crypto & Web3
In late April 2026, DeFi faced a severe stress test as a $292 million KelpDAO exploit triggered a $13 billion TVL exodus, while simultaneously tokenization reached institutional mainstream, stablecoin…
Crypto & Web3
The crypto and Web3 ecosystem continues to mature in mid-May 2026, with the stablecoin market reaching $323.4 billion, RWA tokenization surpassing $26.5 billion across 171 issuers, Ethereum's Glamster…
Crypto & Web3
The crypto and Web3 ecosystem is experiencing significant institutional momentum, with stablecoin market cap at $321.6B, DeFi TVL above $85B, RWA tokenization surpassing $27B onchain, and major regula…