Key Takeaways:
Chainalysis linked Iran flows to a $344M USDT freeze, making stablecoins sanctions tools. Riot sent 500 BTC to NYDIG, pressuring miners as AI and energy costs drive consolidation. Binance says 2B users may come from payments, yield, RWAs, and AI beyond crypto trading. Week In ReviewEditor’s comment:
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France Drops Self-Custody Reporting Mandate
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Canadian Pension Giant Grabs 1.38M MSTR Shares Worth $219M
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Hopefully, this goes better than when the Ontario Teachers’ Pension Plan (OTPP) invested a $95 million into FTX and lost it all. Interesting to see pension funds, known for being extremely conservative, taking on risk with MSTR. Let’s revisit this in a couple of years, but with MSTR down significantly, this seems like a reasonable spot to buy.
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