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Insights and Intelligence

Intelligence for decisions, partnerships and market expansion.

Economic reporting from around the world, filtered to the sectors and policy areas our members build in — part of the same intelligence stream behind the Global Economic Outlook and NiDCC's market reports.

Financial Markets

BTC's Hidden Risk: The "Out-of-Market" Opportunity Cost

This article by Zach Pandl, Head of Research at Grayscale, discusses the "out-of-market" opportunity cost associated with Bitcoin (BTC) investments. It highlights that a small numb...

Grayscale · Oct 5, 2026
Blockchain

How Hyperliquid defied crypto’s DAT death spiral—and built the industry’s only flourishing digital asset treasury

Hyperliquid Strategies (PURR) has defied the trend of struggling Digital Asset Treasuries (DATs) by generating positive returns for shareholders and growing its market capitalizati...

Fortune · Oct 5, 2026
Blockchain

S&P Global Brings TradFi Risk Grades to $10 Billion Crypto Lending Vaults

S&P Global Ratings has launched a Vault Risk Assessment (VRA) to evaluate crypto lending vaults, a market that has grown to hold approximately $10 billion. These new scores are not...

Yahoo Finance · Oct 5, 2026
Blockchain

Morgan Stanley's Bitcoin fund holds over 10,500 BTC, valued near $904M as of early October.

Morgan Stanley's Bitcoin fund, MSBT, has significantly increased its holdings, now possessing over 10,500 BTC valued at approximately $904 million as of early October. This marks a...

Pluang · Oct 5, 2026
Finance

Citigroup's Japan & UAE Token Push: A Growth Catalyst for Services?

Citigroup is expanding its Citi Token Services to Japan and the UAE, aiming to broaden its digital payments network and enhance its Services franchise. This blockchain-based platfo...

TradingView · Oct 5, 2026
Earnings

Metaplanet ends Q3 at 44K BTC; builds MSTR-style income play

Metaplanet, a Japan-based crypto treasury company, concluded Q3 with 44,000 BTC, increasing its holdings by 1,000 BTC net after strategic buying and selling. The company is adoptin...

TradingView · Oct 5, 2026
Financial Markets

Grayscale Avalanche Trust ETF Common Units of Fractional Undivided Beneficial Interest

This page provides an overview of Grayscale Avalanche Trust ETF (NASDAQ: GAVA), including its stock price, trading volume, and market capitalization. It highlights key metrics, pee...

Kalkine · Oct 5, 2026
Financial Markets

Cardano jumps 10% to 5 month high – Can ADA shorts fuel $0.30 move?

Cardano (ADA) has reached a five-month high of $0.27, up 10% on the daily charts, following a significant increase in spot trading volume. Despite $2.1 million in short liquidation...

AMBCrypto · Oct 5, 2026
Blockchain

MicroStrategy Buys Just 334 Bitcoin, Spends 6x More on Buybacks: What Changed?

MicroStrategy, now known as Strategy, significantly reduced its Bitcoin purchases last week, acquiring only 334 BTC for $28.7 million, while spending six times that amount ($176.3...

Yahoo Finance · Oct 5, 2026
Blockchain

S&P Global Brings Wall Street-Style Risk Checks to Onchain Lending Market

S&P Global Ratings is launching a new tool called Vault Risk Assessment (VRA) to evaluate the risk associated with blockchain-based lending vaults, which have grown to hold approxi...

Yahoo Finance · Oct 5, 2026