DeFi Intel Flagship Reports
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Stablecoins Q2 2026: The Regulated Era Begins
MiCA Title V, the GENIUS Act, and the bifurcation of the dollar-on-chain market
The first quarter of 2026 marked the moment stablecoins stopped being a regulatory grey zone and became a regulated industry on two continents simultaneously. MiCA Title V went fully operational in the EU in mid-2024…
Read free →MiCA One Year On: What Enforcement Actually Looks Like
Eighteen months after Title V went live, the practical contours of European crypto regulation
The Markets in Crypto-Assets Regulation (MiCA) was the most ambitious piece of crypto-specific legislation passed by any major jurisdiction when it took effect, and eighteen months into its operational life it is now…
Read free →RWA Tokenization 2026: The First $50B
How tokenized real-world assets crossed from pilot to product, and what the next $150B looks like
Tokenized real-world assets (RWAs) reached $43.8B in aggregate market capitalisation in April 2026, up from $11.2B a year ago and from sub-$1B as recently as late 2023. The headline number understates the structural…
Read free →Bitcoin Spot ETF: 18 Months In
From January 2024 launch to a $145B asset class — flows, dominance, custody, and the next wave
When the eleven US spot bitcoin ETFs launched on January 11, 2024, the consensus expectation was that they would absorb gradual institutional demand over a multi-year horizon. The reality has been faster, more…
Read free →Hyperliquid: The Onchain Orderbook That Won 2024
From a 2022 founding to a $7B airdrop and the JELLY incident — how Hyperliquid rewrote perp DEX economics
Hyperliquid is the single most consequential perpetual futures exchange to emerge in the post-FTX cycle, and its trajectory has rewritten the assumed economics of decentralized derivatives. Founded in 2022 by a small…
Read free →AI × Crypto: 2026 Map
ASI Alliance one year on, Bittensor at scale, Virtuals at $2B — what's working, what isn't, and where the value lives
The AI × crypto category has matured from speculative narrative to a heterogeneous set of working products and unresolved economic theses. The ASI Alliance — the merger of Fetch.ai, Ocean Protocol, and SingularityNET…
Read free →Stay current — DeFi Intel weekly brief
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