BREAKING: @Securitize is expanding STAC, its tokenized AAA CLO fund, to Solana in collaboration with @BNYglobal. @Ethena plans to allocate $250M to the fund.
With more than $1.3 trillion in global CLO issuance, one of the world's largest fixed-income markets is coming onchain.
@Morpho does things the right way but should make public certain details when doing a raise like this:
1) what was the val / token price
2) is this coming from pre-allocated token supply or does it impact FDV
3) what is the lockup
Regardless, huge congrats to Morpho team!
Today, we announced that the SEC has declared the Registration Statement on Form S-4 effective. The proposed business combination will be submitted to $CEPT shareholders of record as of May 11, 2026 (the "Record Date"), for approval at a special meeting scheduled for June 29, 2026, and, if approved, is expected to close shortly thereafter. Upon closing of the transaction, the combined company is expected to operate under the name Securitize Corp., and its shares are expected to trade on the NYSE under the ticker symbol "SECZ."
Introducing the Transparency Alliance.
An industry-led alliance establishing the Token Transparency Framework as the standard for token market disclosures.
Reminder that @sandrafamilet is a scam account, Sandy is not active on @x. We have reported it but X has not taken down the account. Please report any interactions.
P2P Protocol is creating the payment rails for emerging markets.
They just dropped their B1 Token Transparency Filing. 93% disclosed.
ICO: 03/30/2026. Launched on MetaDAO.
I am surprised more people are not paying attention to this update from Anthropic on its stock policy. This seems like a potential bombshell.
There is an active secondary market purportedly in Anthropic stock or derivatives including on fairly reputable (or at least well-known) platforms like Forge. Anthropic is calling them out *specifically*, by name, and essentially *saying* 100% of these are illegal.
Some may be frauds (people selling Anthropic stock or interests in Anthropic stock that they don't truly own), but more likely many are legit attempts at transferring Anthropic equity (directly, as SPV shares, or as some type of 'beneficial interest' or future, etc.)
Anthropic appears to be saying it will treat all these transfers as void. I don't have access to their terms, but it's very interesting to think what this could mean. Do the 'first purported sellers' in the chain potentially have an opportunity to do a double-dip? Does the first seller and all downstream buyers get the entire entitlement nuked?
Anthropic is threatening that--are they just bluffing? If they're not bluffing, what litigation is likely to ensue? This can get into really esoteric areas of corporate law that depend on exactly how the transfer restrictions are drafted as well as the language around how violations of transfer restrictions are treated--for example, if they are merely voidABLE then downstream buyers can assert various equitable claims/defenses, but if they are VOID ab initio then in some jurisdictions that forecloses equitable defenses.
Incredible chart, $300B raised for venture backed companies in Q1 2026 - IN ONE QUARTER. $242B to AI companies (OpenAI raised $132B w much from corporates, so not all from "investors"). Clearly some massive winners here but usually doesn't end well for many others.
stables in the front, yield in the back
had an awesome time today on the exchange floor discussing the @anagramxyz approach to building and investing, institutional adoption of crypto & where we see opportunities in the current market regime.
thanks for having me on @FINTECHTVglobal
There is a pronounced flight to quality in crypto venture. March saw just 42 deals, less than a third of the volume from March 2025 (133).
This is the lowest deal count since November 2019 (33). Yet total funding hit $2.3B, more than January and February combined ($2B) and 20x more than November 2019 ($120M). And 12 of these deals were Series A or B.
Decidedly fewer bets. Bigger checks. Capital is concentrating into quality.
data: @TheBlockCo
Today, I’m very excited to announce that I will be joining @FTI_Global as the head of Franklin Crypto.
The convergence of traditional finance (TradFi) and the digital asset ecosystem is no longer a "future" trend—it is the reality of 2026. As I prepare to step into my new role leading Franklin Crypto with @sethginns and Tony Pecore, I am incredibly energized to help lead this firm’s continued evolution in a space that is fundamentally rewiring how global markets operate.
Crypto’s institutional era is upon us, and to succeed, Franklin Crypto must leverage its deep and unique understanding of crypto and traditional finance to build differentiated, scalable and compliant products for our clients.
My journey has always been defined by a foot in both worlds: the rigorous, disciplined structures of traditional finance and the high-velocity innovation of the crypto markets. At Franklin Templeton, my goal will be to leverage this unique vantage point to partner with our clients, building the institutional-grade products they need to succeed in this new digital frontier.
We aren't just observing the market; we are active participants in its transformation. Markets are tokenizing. The once-distinct lines between crypto and traditional assets are blurring into a single, cohesive financial landscape. Perhaps most importantly, the era of the "9-to-5" market is fading as we embrace the reality of 24/7 global liquidity.
It is fascinating to look back even just a few years. Previously, there was a perceived "reputational risk" for an institution to be involved in crypto. Today, that narrative has completely flipped. In 2026, the true reputational risk lies in not having a digital asset strategy.
As the "Institutional Era" of crypto takes hold, our clients expect more than just exposure—they expect sophisticated navigation with people they can trust. Franklin Templeton has spent years building the foundational infrastructure—including the proprietary Benji Technology platform—and the deep internal expertise necessary to manage these assets with the same precision as any traditional portfolio.
The timing for this transition couldn't be better. We are currently seeing a unique divergence: while broader market sentiment may fluctuate, the underlying fundamentals of the crypto markets continue to improve at an exponential rate.
Our mission is simple: to attract the best investment talent, build leading digital infrastructure and support the needs of our clients in this exciting new world. We differentiate ourselves through an exceptionally deep knowledge of both crypto-native protocols and traditional asset management.
By combining this expertise with Franklin Templeton’s legacy of operational excellence, we are perfectly positioned to deliver for our clients as they scale their own digital journeys. I look forward to what we will build together.
I wonder how a future Democrat administration will handle stablecoin rewards. And developer protections. And DeFi. And the line between digital commodities and securities. Etc.
Block passage of the CLARITY Act to find out!