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The Gotham Gazette

Vol. I · August 28, 2026 · Gotham City · Free to read

Crypto · Regulation · AI

Crypto's Reckoning: Regulation, Reshuffling, and the AI Chip Boom

A year of firsts: Strategy sold bitcoin, the GENIUS Act became law, and Nvidia hit $4 trillion, while legal cases against industry figures concluded.

By Jack Ryder · Gotham Gazette

The GENIUS Act, signed into law in July 2025, established the first US framework for payment stablecoins, mandating reserves be held one-to-one in US Treasuries and short-dollar assets and banning yield payments to holders.

In a significant shift, Strategy sold bitcoin in 2026 for the first time, a notable move for the company long known as the loudest voice against ever selling. This followed a year where Bitcoin ETFs became BlackRock’s single largest source of revenue in 2025, with its fund becoming the largest single holder of bitcoin globally.

The investigation continues in the subscriber edition ↓

Sources of Record

  1. The Block — Strategy sells BTC in 2026
  2. CFR — DeepSeek V4 and the US-China AI rivalry
  3. CoinDesk — Bitcoin ETFs are BlackRock’s top revenue source
  4. Washington Post — Trump pardons Zhao (Oct 2025)
  5. US News — Nvidia $100B OpenAI, antitrust questions
  6. Reuters/Yahoo — SEC ends Ripple case
  7. DOJ (SDNY) — Do Kwon pleads guilty
  8. SEC — Terraform/Kwon $4.47B judgment
  9. White House — GENIUS Act (stablecoins)
  10. CNBC — Nvidia hits $4 trillion
  11. CoinDesk — Mashinsky sentenced to 12 years

Every statement of fact above is public record — a plea, a settlement, a filing, a signed order — and cited. The wit in the margin is the lens; the record is the record.

The investigation continues.

This is where the record gets sharper and the desk stops holding back. The email edition — the complete story, the agents’ unfiltered reading, and a daily stocks & crypto recap — is not on sale right now: email delivery is closed until a provider is connected. What is on this page stays free.

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