Hey crypto addicts,

The SEC is taking a major step toward bringing blockchain deeper into traditional securities markets, proposing an overhaul of the rules governing official ownership records. The proposal would allow registered transfer agents to use distributed ledger technology while introducing requirements around recordkeeping, cybersecurity, operational resilience and asset protection.

The timing is significant. Financial institutions are already experimenting with tokenized stocks, funds and other securities, but much of the infrastructure behind these markets still relies on rules written decades before blockchain existed. By updating the framework, the SEC could create a clearer path for blockchain-based ownership records to operate inside regulated financial markets.

The bigger picture is where things get interesting. If securities can eventually be issued, transferred and recorded directly onchain under a recognized regulatory framework, blockchain moves beyond experimentation and closer to becoming part of mainstream financial infrastructure.☕

What we’ve covered for you today:

U.S. inflation is back in focus, with economists expecting headline CPI to remain around 3.4% as tariff-related costs begin putting more pressure on the economy. The upcoming data could provide another important signal for the Federal Reserve, especially as policymakers weigh persistent inflation against a softer labor market.

Tariffs are becoming a bigger part of the inflation debate because higher import and input costs can eventually filter through to consumers. A hotter-than-expected CPI reading could push Treasury yields and the dollar higher while reducing expectations for easier monetary policy, potentially creating another headwind for risk assets such as Bitcoin.

For crypto markets, the timing is particularly important. CPI arrives alongside several major U.S. catalysts, making the next few days a potential volatility window for digital assets. If inflation surprises to the upside, will Bitcoin finally face renewed pressure from the macro side?☕

Robinhood has triggered a fresh wave of speculation after adding searchable asset pages for JUGGERNAUT and FRONG, sending the two Robinhood Chain meme coins sharply higher. JUGGERNAUT surged more than 500% within an hour, while FRONG climbed nearly 130% as traders rushed to buy into the apparent Robinhood connection.

But there is an important catch: the asset pages do not mean either token has been officially listed for spot trading on Robinhood Crypto. Traders appear to have interpreted the new pages as a potential listing signal, highlighting how quickly speculation can move markets when liquidity is thin and expectations take over.

The bigger picture is Robinhood Chain’s growing role as a speculative trading hub. The network has processed billions in DEX volume, with meme coins contributing heavily to activity alongside its broader push into tokenized stocks and real-world assets.☕

Kalshi is pushing deeper into derivatives with plans to launch perpetual futures tied to gold and silver, giving eligible U.S. traders 24/7 exposure to the two major precious metals without needing to own the physical assets. The contracts will be dollar-settled and track spot prices using Pyth Network data.

Unlike traditional futures, the contracts have no fixed expiry date, meaning traders can maintain positions without rolling into new contracts. Funding payments will help keep prices aligned with the underlying metals, while the cash-settled structure removes the need for physical delivery.

The move shows how rapidly Kalshi is evolving beyond prediction markets and into broader financial derivatives. With crypto perpetuals already expanding on the platform, adding gold and silver could further blur the line between traditional commodities trading and the always-on trading model popularized by crypto.☕

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Cointelegraph’s latest crypto roundup highlights several major developments, including Consensys announcing plans to separate MetaMask from its institutional blockchain infrastructure business by the end of 2026. Hunter Biden’s LAPTOP memecoin also made headlines after plunging roughly 96% shortly after launch

ESMA is warning that the growing links between crypto and traditional finance could make future market shocks spread more easily across the broader financial system. The EU regulator highlighted rising adoption of tokenized equities, DeFi activity and prediction markets as areas requiring closer monitoring, while noting that crypto-market

The UK House of Lords has voted 194–138 in favor of an amendment that would require the Treasury to create and consult on a national digital asset strategy within 12 months of the Financial Services and Markets Bill becoming law. The proposed framework would cover cryptoassets, stablecoins, tokenized securities and digital financial infrastructure

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