The Defiant

Intelligence extracted from The Defiant newsletters.

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Latest issue: July 15, 2026

What Would a Stripe + PayPal Merger Mean for Crypto?

Hyperliquid Outgrows Crypto

Circle Wins Its Bank Charter

Hyperliquid, Phantom Push CFTC on DeFi

Robinhood Chain Leans Into Memecoins in Week One

Traders Sue Polymarket Over Its Strategy Bitcoin Market

Vitalik Outlines a 'Lean Ethereum' Protocol Overhaul

Weekly Recap: Saylor Starts Selling as Wall Street Races Onchain

OpenUSD Is Already Hurting Circle

Securitize Tokenizes Its Own Stock on Listing Day

Robinhood Goes Onchain

140-Company Consortium Unveils Open USD

Tokenizing the Reserve, Banning the CBDC

Weekly Recap: Ethereum Restructures, Strategy Melts Down, and the CBDC Ban Clears Congress

Chainlink lines up 50+ banks for onchain FX settlement

Strategy Slides to Record Lows

Strategy Stock Falls Below $100 for First Time Since 2024

Is ENS Drama the New Nail in the Coffin for DAOs?

Ethereum's Coordination Layer: EF Plan Lands, Ethlabs Spins Out

Weekly Recap: US Perps Go Onshore, CME Sues to Stop Them

Tokenized Equity Splits Into Two Models

Fable's Shutdown Hands Crypto Its Case for Decentralized AI

Coinbase Goes Full-Stack Broker With AI Advisor and Options

Standard Chartered Note Sparks 22% UNI Rally

Kraken and Coinbase Bring Perps Onshore as BTC Tops $67K Intraday

Weekly Recap: Tokenized SpaceX Stock Went Live — unevenly

The SpaceX IPO Was a Key Test for Tokenized Stocks; Some Failed

SpaceX Trades, xStocks Fails to Deliver

SpaceX Goes Public With a Live Crypto Tokenized Stack

Mastercard Opens Its Rails to AI Agents

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