Weekly Intelligence

A structured weekly briefing that answers five fixed questions: network activity, stablecoin settlement, exchange flows, fees and costs, and what to watch next week.

Crypto Transaction Weekly Intelligence - October 5 - 11, 2026

Weekly intelligence brief for October 5 - 11, 2026: the tracked supply universe posted its first weekly contraction as USDC slid a second straight week, the Ledger reseller drain moved the security story to the retail channel with TRON hit hardest at $70.5M, USDC reached Samsung Wallet's 82M users, Open USD printed $785M, and the worst ETF week since June moved no fee series at all.

2026-10-11Weekly Intelligence

Crypto Transaction Weekly Intelligence - September 28 - October 4, 2026

Weekly intelligence brief for September 28 - October 4, 2026: Open USD launched with the biggest distribution partners in payments, USDC posted a four-day redemption run, the Fed coverage gap left $76B of exchange-held stablecoins outside its redemption clock, Bitget completed its restoration at $387.5M, and a jobs-report miss sent Bitcoin back to $87,000 with no fee response at all.

2026-10-04Weekly Intelligence

Crypto Transaction Weekly Intelligence - September 21 - 27, 2026

Weekly intelligence brief for September 21 - 27, 2026: supply growth returned USDC-led, the Bitget breach put exchange counterparty risk back on the risk list, SoFi settled a $25B card program in stablecoins, Binance bought $100M of Circle, and both the ECB and the Fed put stablecoin reserve rules under revision.

2026-09-27Weekly Intelligence

Crypto Transaction Weekly Intelligence - September 14 - 20, 2026

Weekly intelligence brief for September 14 - 20, 2026: stablecoin supply flat at $309.7B with float rotating between issuers, Circle's Arc launching with USDC-native gas, the CLARITY Act failing 49-50, and the trust layer - bridges and oracles - taking three hits in six days.

2026-09-20Weekly Intelligence

Crypto Transaction Weekly Intelligence - September 7 - 13, 2026

Weekly intelligence brief for September 7 - 13, 2026: the fee floor on Bitcoin and Ethereum, stablecoin supply at $305.4B, Visa's $20B settlement run rate, TRON's record total value, and what the cost inversion means for payment routing.

2026-09-13Weekly Intelligence