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The Caladan Weekly | What Trump’s Fed Pick Means for Bitcoin

Trump’s nomination of Kevin Warsh as Fed Chair shifts the Bitcoin outlook from rate cuts to liquidity discipline. Explore what tighter balance sheets could mean for crypto markets.

The Caladan Weekly | Gold and Silver Captured the Debasement Trade, But Bitcoin Didn’t. Here’s Why (And What Happens Next)

From Pools to Vaults: The $21B RWA Wave Reshaping Onchain Lending

The onchain lending sector reached $67.4 billion in January 2026, up from $19.7 billion in early 2024. Within this market, a fundamental architectural divide has emerged: pooled protocols that share risk across liquidity pools versus isolated market protocols that compartmentalize risk while aggregating capital through curator-managed vaults.

2026 Institutional Outlook Predictions Based on Who Was Right in 2025