⚙️ Arche Capital Insights: Finance Was Built for Humans. Its Next Users May Not Be
Banks are rebuilding financial rails for a 24/7 world. Agentic AI could test just how far that transformation needs to go.
Arche Capital Substack
Arche Capital Substack w/ Vanessa Grellet
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🏦 Arche Capital Insights: Where Is the Value Actually Accruing?
Coinbase, Morgan Stanley and BNY Mellon all point to the same structural shift.
DeFi Vaults Under the Microscope: Growth Meets Regulatory Reality After SEC Commissioner Peirce’s Warning
What can the SEC do about it ?
Arche Capital Insights: Stripe Wants PayPal, Bolivia Wants USDT
Stablecoins, tokenization, and a $53 billion payments bet.
Arche Capital Insights: Wall Street's Digital Asset Playbook
Over the past few years, I’ve found that the most important developments in digital assets are rarely the loudest ones.
My New Book on Investing in Digital Assets Is Available for Preorder
Dear Friends, Colleagues, and Partners:
Ethereum Awakens: EF’s Mandate, Ethlabs Launch, and the Rise of Multi-Node Stewardship
After several years of soul-searching — grappling with treasury management considerations akin to those faced by funds with LPs, the complexities of L2 scaling initiatives, internal debates over protocol priorities, and broader ecosystem growth experiments — the Ethereum Foundation has emerged with a sharpened mandate.
The SEC Moves to Rescind Rule 611 — Clearing the Biggest Regulatory Barrier to Tokenized US Equities
Why the rescission of Rule 611 is the most consequential market structure development for tokenized equities to date
CME’s New Bitcoin Volatility Futures May Be More Important Than Bitcoin ETFs
Most people think crypto markets revolve around one question:
The Rule That Locked Banks Out of Crypto — And Why It’s Finally Breaking
Basel’s 1,250% Risk Weight Is the Most Important Number in Crypto Regulation You’ve Never Heard Of
The Permission Layer: Why Human Authority Hardware Is the Next Infrastructure Trade
There is a version of the autonomous AI story that gets told at conferences and in pitch decks, and it goes like this: AI agents will handle everything. They will manage your portfolio, execute your trades, authorize your payments, negotiate your contracts, and operate your workflows while you sleep. The future is frictionless. The future is autonomous.
Why the Red Hat for AI Moment Is Now
Open-source AI will do to proprietary models what Linux did to enterprise software. The decentralized AI infrastructure is already built. The question is who commercializes it for the mainstream.
Tether Launches tether.wallet: The Stablecoin Giant Goes Direct-to-Consumer
Implications for Onshore vs Offshore opportunities
How European Regulators and Politicians Are Choking Crypto and AI Innovation
Concrete Examples from Financial Regulation, Taxes, Employment Law, and Beyond
Crypto in Wealth Management: From Speculation to Strategic Allocation – April 2026 Research Roundup
Crypto continues its maturation into mainstream wealth management.
Ethereum Just Crossed the 1/3 Staking Threshold. Here’s Why That Should Concern Every Serious ETH Investor.
Vanessa Grellet | Managing Partner, Arche Capital
The $292 Million Heist: What the Kelp DAO Hack Tells Us About DeFi’s Deepest Flaw
April 19, 2026 | Arche Capital Research
The SEC Just Told Crypto Apps Exactly When They Need to Register as Broker-Dealers
The Division of Trading and Markets issued a landmark staff statement today that every DeFi builder, wallet provider, and institutional allocator needs to read carefully.
CME Group’s Quiet Takeover of Institutional Crypto — And What Comes Next
The world’s largest derivatives exchange processed $3 trillion in crypto volume last year. On May 29, it goes 24/7. Here’s why that’s the most underrated story in digital assets.
$285 Million in 12 Minutes: Inside the Drift Protocol Hack and the Lazarus Group’s Evolving Playbook
North Korea didn’t exploit a smart contract. They exploited humans — and drained Solana’s largest DEX while the industry watched.