Inside, we cover stablecoin activity after filtering out noisy volume, the rise of tokenized US Treasury and money-market funds, the growth of spot and perpetual equity exposure, onchain price discovery before SpaceX listed, the weekend advantage when traditional venues are closed, and prediction markets clearing billions in monthly volume.
The throughline is simple: finance is moving onchain as a stack: dollars, then yield, then asset exposure, and now information itself.
Informational only. Not investment advice.
July 23, 2026
Binance outflows shifted to self-custody into the MiCA deadline
Binance's onchain outflows accelerated as the MiCA deadline approached. This report examines when those outflows began, where the funds moved, and whether Binance's withdrawal pattern differed from other major centralized exchanges.
June 2, 2026
Tokenized US funds hold $14.2B onchain
Tokenized US money-market and Treasury funds now hold $14.2B in onchain AUM, up roughly 8x in 24 months from $1.7B. Two products split the market: Treasury and government-bond wrappers ($10.7B, 75%) and registered money-market funds ($3.5B, 25%), both backed by short-dated US government paper that passes a Treasury-bill yield through to the holder.
Finance is moving onchain. Allium is the system of record it runs on.
Finance is moving onchain. Allium is the foundation it runs on.