Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
12178 tópicos neste fórum
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The SEC and CFTC have finally agreed on something: they need to work together. After years of clashing over who should regulate what in the crypto space, both agencies are now aiming for better coordination. They say the confusion around who’s in charge has gone on for too long and it’s time to bring some order to the chaos. A Joint Roundtable as Starting Point This fresh approach came out of a joint roundtable in Washington, where both sides sat down to talk openly about the mess. SEC Chair Paul Atkins said it’s no longer acceptable for each agency to go off and do its own thing. He pointed out how the lack of coordination causes delays, piles on costs, and makes l…
Last reply by Ben Graham, -
Paul Atkins, the newly appointed chair of the US Securities and Exchange Commission (SEC), has boldly declared that “crypto’s time has come,” marking a pivotal moment in the regulator’s approach to digital assets. Atkins Declares End To ‘Weaponization’ Of Regulation Delivering a keynote address at the inaugural OECD roundtable on global financial markets, Atkins expressed his commitment to unlocking the potential of digital assets in the United States, highlighting the impact of new technologies on global finance. Atkins criticized the previous SEC approach under former chair Gary Gensler, which he described as a “weaponization” of regulatory powers that stifled the c…
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The US Securities and Exchange Commission (SEC) and SEC Chair Paul Atkins are actively signalling a sharp policy turn on digital assets. On 19 August 2025, during the SALT conference in Wyoming, Atkins said that only a “very few” crypto tokens should be treated as securities. He further clarified that the tokens themselves are “probably not” securities. According to Atkins, the classification of the tokens depends on how they are packaged and sold, which is a visible shift from the SEC’s enforcement-led posture under former Chair Gary Gensler. “From the SEC’s perspective, we will plow forward on this idea that just the token itself is not necessarily the security. The…
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In recent statements made by Chair Paul Atkins, the US Securities and Exchange Commission (SEC) announced a strategic plan targeted at giving much-needed clarity on the classification of crypto assets. Howey Test And Token Taxonomy In Crypto Atkins highlighted the forthcoming consideration of establishing a “token taxonomy” within the Commission, a structured framework rooted in legal rationale to discern between securities and commodities. He emphasized the importance of adhering to “limiting principles” in laws and regulations to ensure a cohesive approach towards crypto asset classification. Atkins commended the efforts of Commissioner Hester Peirce, particular…
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The SEC crypto news shows the plans to introduce a formal “token taxonomy” that could redefine how digital assets are classified under US law. Speaking in Philadelphia on November 12, SEC Chair Paul S. Atkins said the agency will “in the coming months” propose a structured framework based on the Supreme Court’s Howey test, the legal standard used to decide whether an asset counts as a security. The move aims to bring clarity to one of the most contentious areas in crypto regulation: determining when a token constitutes a security and when it does not. Atkins also said the Commission intends to release a “package” of exemptions designed to create a more flexible system…
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SEC crypto news is leading the crypto dance this week, with several high-profile events led by the US Securities and Exchange Commission, which look set to impact both TradFi and crypto markets significantly. Regulatory clarity and macroeconomic factors are reaching a critical point for digital assets. As always, Bitcoin is dictating the direction for the broader crypto market, and the leading digital asset has fallen 2.6% overnight, losing the key $110K level as it currently trades for around $108K. Ethereum price has also dropped below $4,000, a significant price zone for ETH, as it has notoriously struggled to breach and hold above it on the few occasions it has trad…
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The Ripple vs. SEC lawsuit appears to be nearing its final stages, but the path is not yet clear. Although Ripple officially withdrew its cross-appeal in June and fulfilled its $125 million penalty obligation, the SEC has yet to do the same. This case has dwelled long in the minds of the members of the XRP community, and most recently, pro-XRP attorney Bill Morgan commented that while there is technically no hard deadline for the SEC to withdraw, a key date is now fast approaching. No Deadline, But the Clock Is Ticking According to pro-XRP lawyer Bill Morgan, August 15, 2025, serves as a procedural checkpoint for both Ripple and the SEC on their legal standoff. This is…
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The SEC has decided to give itself more time before making a call on Bitwise’s request to allow in‑kind redemptions for its Bitcoin and Ethereum ETFs. Instead of approving or rejecting the proposal outright, the commission extended the review window to September 8. The move keeps the door open, but also signals that regulators want to tread carefully before allowing ETF shares to be swapped directly for crypto. What’s at Stake In‑kind redemptions may sound technical, but the idea is pretty simple. It would let large investors trade ETF shares for the actual assets underneath, like Bitcoin or Ether, instead of receiving the cash value. It’s a standard feature in traditi…
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The SEC Grayscale deal just greenlit Grayscale’s plan to convert its Digital Large Cap Fund (GDLC) into a spot ETF. It’s another step toward folding crypto into Wall Street’s standard menu. The move gives everyday investors direct exposure to top digital assets, and no wallets or seed phrases are required. What the SEC Grayscale ETF Brings to the Table Bitcoin makes up the lion’s share of Grayscale’s GDLC ETF, but it’s not alone. Built on the CoinDesk 5 Index, the fund also pulls in Ethereum, XRP, Solana, and Cardano. It’s crypto-Jesus for the TradFi crowd, and as we’ve written about all this cycle, retail is being left in the dust while it is institutions who are driv…
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The U.S. Securities and Exchange Commission is stepping into the blockchain era with a bold new initiative called Project Crypto. Under Chair Paul Atkins, the agency is aiming to modernize financial markets by bringing core infrastructure like trading, custody, and fundraising onto public and permissioned blockchains. The plan is ambitious, but so is the size of the problem it’s trying to fix. Atkins Wants to Ditch Outdated Rules Speaking at the America First Policy Institute, Atkins didn’t hold back. He said it plainly: U.S. markets are stuck using analog-era rules that don’t work for digital assets. With Project Crypto, the SEC wants to build a rulebook that matches ho…
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The SEC just made a move that could make life a little easier for crypto firms. Its Division of Investment Management put out a no-action letter saying it’s not going to crack down on advisers or funds that use state-chartered trust companies to hold crypto. That’s a pretty big deal, especially considering how rigid things have been up until now. It gives firms more options for storing digital assets without worrying about stepping on a regulatory landmine. What the No-Action Letter Actually Says Here’s what the letter actually lays out. If a state trust company is properly set up to handle crypto, and it follows a list of rules, then advisers and funds can treat it the…
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If you thought wrapping a traditional asset in a blockchain token would sidestep securities laws, think again. David Hirsch, who leads the SEC’s Crypto Assets and Cyber Unit, made it very clear during a recent talk at Yale: tokenization does not change what the asset is at its core. He was talking about the growing trend of turning real-world assets like stocks or bonds into digital tokens on a blockchain. The idea sounds modern, even forward-thinking, but from the SEC’s perspective, it’s still the same product. Hirsch’s message was blunt. A security is a security, no matter how you package it. Tokenization Doesn’t Equal Exemption The crypto industry has embraced tokeni…
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The U.S. Securities and Exchange Commission has approved in-kind redemptions for spot Bitcoin and Ethereum exchange-traded products. This means ETF issuers and authorized participants can now deliver or receive actual Bitcoin or Ether when creating or redeeming shares. Until now, they had to use cash. This rule change brings crypto ETFs closer to how commodity ETFs like gold are handled. Why In-Kind Matters for Institutions For institutional traders, this update simplifies the process. Instead of selling crypto for cash or converting fiat into tokens during each ETF transaction, they can deal directly with the assets themselves. That saves time, reduces taxes, and cuts d…
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Bitcoin experienced a solid correction yesterday during the US trading session. The movement from $125,000 down to $120,500 was quite active, after which the first buyers began to step in, suggesting that the bullish rally is clearly not yet over. Yesterday, media outlets reported that the SEC is preparing an innovative exception for crypto projects. This will be a so-called "special regime" that allows startups to test blockchain solutions under regulatory supervision, without fear of immediate lawsuits or penalties. This step could mark a breakthrough in the relationship between the crypto industry and the SEC, which has been tense recently due to numerous lawsuits a…
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The SEC has laid out a packed agenda for the months ahead, and digital assets are getting a lot of attention. Out of twenty new rules in the pipeline, nearly half are focused on crypto. The agency is calling this push Project Crypto, and it shows a clear desire to give structure to an area that has long been filled with uncertainty. This new approach is being led by Chair Paul Atkins, who seems determined to shift away from aggressive enforcement and toward clearer guidance. Issuance and Trading Guidelines Take Shape One of the biggest areas of focus will be on how crypto assets are issued and traded. The SEC wants to create a more transparent path for companies launchin…
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The Securities and Exchange Commission has hit the brakes on a wide‑reaching investigation into how public companies have been using crypto in their treasuries. The reason has nothing to do with the industry itself, but with the government shutdown that forced SEC attorneys and investigators into furlough. The agency was preparing to dig into firms that added Bitcoin, Ethereum, or Solana to their balance sheets and may have seen their stock prices spike shortly after. With most staff out, subpoenas and other enforcement tools have been temporarily shelved. Where All This Started More than 200 public companies had disclosed crypto asset placements in their treasuries. A…
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The U.S. Securities and Exchange Commission is once again putting the brakes on new crypto ETF proposals. This time, it’s calling out two funds tied to Ethereum and Solana ETFs that were set to offer investors access to staking rewards. The products come from REX Shares and Osprey Funds, and while the ideas sound innovative on paper, the SEC isn’t convinced they’re playing by the rules. The Core Problem: Are These Funds Even Investment Companies? At the heart of the issue is whether these funds meet the legal definition of an investment company under U.S. law. The SEC has a strict view on what qualifies. It wants to know if these funds actually invest in securities as t…
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The US Securities and Exchange Commission (SEC) has quietly, for those who may not be aware, updated its guidance on how broker-dealers handle cryptocurrencies, making it easier for Wall Street giants like Morgan Stanley and Goldman Sachs to act as custodians. This change redefines what it means to have “control” over your digital assets. The new framework enables banks to demonstrate custody through legal arrangements, rather than direct possession of private keys, a move that has sparked debate and concerns about investor safety. Here, I, Akiyama Felix, a member of the Crypto Class of 2018 and key observer of US regulatory developments, will break down the matter. W…
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In a twist few expected, the SEC is warming up to DeFi crypto coins. There’s no PhD needed to make it in this market. Just stop being scared of clicking buttons and start learning decentralized finance. At a June 9 roundtable titled “DeFi and the American Spirit,” Chairman Paul Atkins didn’t call for crackdowns or stricter oversight. Instead, he talked about liberty, innovation, and the core American idea of owning your own financial future. The effect was immediate: Ethereum jumped, DeFi tokens rallied, and we might be looking at the first DeFi summer in five years. EthereumPriceMarket CapETH$337.90B24h7d30d1yAll time A Call for Innovation Exemptions Among DeFi Crypto…
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Bitcoin continues to demonstrate stability, bouncing back excellently from the $90,000 level and returning to the vicinity of $93,000. Ethereum also remains above $3,000, maintaining fairly positive upward prospects. Meanwhile, a positive development for the market has come from SEC Chairman Gary Gensler, who announced that US financial markets are actively transitioning to on-chain systems. Against this backdrop, the regulator is prioritizing innovation and the implementation of new technologies to ensure an on-chain future. This statement is undoubtedly seen as a sign of support from the regulator, which could attract more institutional investors who were previously …
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The SEC just made a move that could speed up how crypto ETFs get approved in the United States. Until now, getting a spot crypto ETF listed was a long process, often dragging on for months. But with the new changes, exchanges like Nasdaq, NYSE, and Cboe can follow a standard rulebook instead of starting from scratch every time. In some cases, that could cut the wait from eight months down to about two and a half. What’s Actually Changing Before this update, each crypto ETF had to go through a double approval process. The exchange had to get clearance, and the fund manager had to go through their own review. That meant lots of back and forth, uncertainty, and long delays.…
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The US Securities and Exchange Commission (SEC) has officially concluded its investigation into the decentralized finance (DeFi) protocol Aave (AAVE), marking a significant development in the ongoing evolution of regulatory approaches within the cryptocurrency industry. Stani Kulechov, the founder and CEO of the Aave protocol, confirmed the end of the four-year investigation in a post on social media, expressing relief and optimism about the future of DeFi. Aave Founder Celebrates End Of SEC Investigation In his announcement, Kulechov emphasized the considerable effort and resources invested by the Aave team throughout this process. He stated, “We are finally ready to …
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US market regulators have jointly clarified that registered exchanges are not barred from listing and facilitating trading in certain spot crypto commodity products. The Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) joint statement made on 2 September 2025 said that registered exchanges, including National Securities Exchanges (NSEs), Designated Contract Markets (DCMs), and Foreign Boards of Trade (FBOTs), are not prohibited from trading of “certain spot commodity products” in crypto. “Market participants should have the freedom to choose where they trade spot crypto assets,” said SEC Chairman Paul Atkins. “The SEC is commi…
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The Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) are gearing up for their upcoming public roundtable meeting scheduled for 29 September 2025. To begin with, the meeting will focus on regulatory harmonisation across digital and traditional finance (TradFi), enabling the unification of fragmented oversight, since digital and TradFi often fall under different regulatory umbrellas. Importantly, the roundtable discussions signal legitimacy. With top crypto exchanges like Kraken and Crypto.com participating in the discussions, the message goes out that the regulators are serious about compliance and collaboration. Further, the …
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In a world where financial middlemen seem to grow by the day, one regulator is standing up and saying, maybe you don’t need them. SEC Chair Paul Atkins has made it clear that self-custody of crypto is not just a technical preference; it’s something much deeper. The right to self-custody means users can hold crypto without relying on banks, exchanges, or other third parties. Not Your Keys, Not Your Coins… and That’s the Point If you’ve spent any time in crypto, you’ve heard the phrase. But Atkins took that message out of the crypto echo chamber and into the halls of regulation. His comments at a recent policy roundtable struck a nerve by framing self-custody as a fundamen…
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