A weekly-style briefing for bankers covering stablecoin regulation, bank charters, and payments developments, with the author's commentary on what each story means for banks. The issues mix news summaries with analytical takeaways on OCC trust charters, Federal Reserve GENIUS Act proposals, and bank-fintech partnerships.
Website: https://www.thestablecoinbanker.com/
Research-driven essays on crypto and fintech businesses, examining who captures revenue in onchain finance, how companies like Rain and Visa build and defend their economics. Readers get sourced, analytical breakdowns of retained revenue, valuations and payment infrastructure aimed at investors.
A weekly data-driven look at crypto markets and on-chain activity from Coin Metrics researchers, using quantitative methods such as regression and survival analysis. Recent issues cover stablecoin supply drivers, Fed rate expectations and DeFi lending rates, Ethereum's Glamsterdam upgrade, and memecoin lifecycles.
A weekly column that takes one crypto statistic or claim and tests it against sourced data, such as stablecoin supply, regulatory actions and rulemaking stages. Each issue lays out dated figures, primary-source citations and a clear argument, and includes corrections when earlier claims were wrong.
Covers crypto regulation, market data and policy in Pakistan, with close reading of PVARA rules, platform ad policies and research such as IMF papers. Issues include key takeaways, sourced figures and dated checks of primary documents.
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