
Crypto Research Morning Brief — June 26, 2026
1. OVERNIGHT MOVES
All crypto stories, newest first. 1524 stories curated by CryptoCatalyst.

1. OVERNIGHT MOVES

Polymarket will reimburse users after hackers stole millions through a compromised third-party vendor. The platform is working to enhance security measures to prevent future attacks.

The Senate is racing to advance a major cryptocurrency bill in July, but the timeline is threatened by turmoil over a separate housing bill. The legislation could impact how crypto is regulated and taxed in the U.S.

SBI, a major Japanese financial group, is buying Bitbank for $289 million, forming the country's biggest crypto exchange. The deal expands SBI's crypto ecosystem, including trading, stablecoins, and blockchain services.

Kraken and Maple have introduced a new onchain warehouse facility for institutional crypto-backed loans, bringing traditional finance models to blockchain. This partnership allows Kraken to expand its lending services using structured credit on the blockchain.

Crypto exchange Kraken is reportedly in talks to buy a 15% stake in DeFi lender Aave, valuing the company at $385 million. This deal comes as Aave recovers from a significant deposit exodus following the KelpDAO exploit in April, despite Aave itself not being hacked.

Invesco, a $2.5 trillion asset manager, has filed for a tokenized fund focused on the stablecoin reserve market. This move follows its takeover of Superstate's tokenized money market fund earlier this year.

Bitcoin fell to the low $60,000s ahead of a $10.6B June 26 quarterly expiry as $469M in ETF outflows and negative gamma weigh on sentiment.

DMND mining pool and GoMining mined the first known Bitcoin block using Stratum V2's Job Declaration feature, allowing a miner—not the pool—to select transactions and build its own block template, a milestone for decentralizing transaction control in Bitcoin mining.

Bitcoin has surged back above $60,000 for the second time after briefly dipping to $59,300, reinforcing the strength of this price level. If it closes the day above $60k, it could signal continued bullish momentum.

A massive $8.6 billion in Bitcoin options bets are expiring this Friday, marking the largest single expiry of bullish wagers this year. The event could cause volatility depending on whether Bitcoin's price meets the strike prices of those call options.

Binance formally withdrew its MiCA license application in Greece, one week after a report said it would be denied. The move leaves the future of its services in the EU uncertain, impacting thousands of European users.

Law enforcement disrupted three major infostealer malware operations that harvest cryptocurrency wallets and passwords, freezing €41 million in crypto. The takedown targeted SocGholish, Amadey, and StealC, which infected millions of devices worldwide.

Binance will limit EU onboarding and services from July 1 under MiCA rules after failing to gain authorization from a member state, while withdrawals remain available for users.

Japan's financial regulator cleared the U.S. dollar-backed token as a new category of payment instrument, letting SBI VC Trade offer it to institutions and retail. RLUSD remains small, at about $1.7 billion.

Blockchain analytics firm TRM Labs alleges CoinEx facilitated over $3.84 billion in blockchain-traced flows with sanctioned Iranian crypto entities. CoinEx disputes the findings, calling the data incomplete and reaffirming its compliance measures.

The stablecoin giant and the Japanese financial corporation plan to deploy cross-border foreign exchange settlements as early as next year.

Uniswap and Spark are building shared liquidity and trading infrastructure for a future with hundreds of competing digital currencies on blockchain rails, as traditional banks and fintechs increasingly enter the stablecoin space.

An estimated 20% of miners are now unprofitable at current prices, and the stress shows up at the network level, too.

1. OVERNIGHT MOVES

Ink, a Kraken-incubated project, has partnered with Optimism to outsource its production infrastructure. Under the multi-year deal, Optimism will run Ink's infrastructure while the Ink Foundation focuses on ecosystem growth and new financial products.

Standard Chartered forecasts Aave (AAVE) could reach $3,500 by the end of 2030, representing a 50x gain. The bank describes this as 'generational wealth' and bases its prediction on DeFi asset growth and Aave's recovery post-KelpDAO.

The total value locked in DeFi has fallen by 39% this year, wiping out $45 billion in value. This decline is driven by a broader market downturn and major exploits, including the Kelp DAO hack.

Standard Chartered analyst Geoff Kendrick predicts Aave's token could rise to $3,500 by 2030, citing the platform's recovery from an April cyberattack and its positioning to benefit from growth in tokenized assets and the broader DeFi revival.