tl;dr

• Solana is being taken to court over alleged federal securities regulation infractions• SEC Chairman, Gary Gensler, says the only crypto he would label as a commodity is Bitcoin• 3 heavy-hitters from JPMorgan jump ship for major Web3 opportunities• FTX is catching flak from traditional exchanges ov...

• Solana is being taken to court over alleged federal securities regulation infractions
• SEC Chairman, Gary Gensler, says the only crypto he would label as a commodity is Bitcoin
• 3 heavy-hitters from JPMorgan jump ship for major Web3 opportunities
• FTX is catching flak from traditional exchanges over their derivatives moves; has a few billion for bailouts
• Core Scientific sells off 79% of holdings to manage crypto winter
• eToro's SPAC deal falls through and is more bad news for the Israeli
• Belgium looking to possibly classify cryptos as securities

Wow! So much has gone on since last night! Here is what is on my mind today.

1. In a major development Solana is being sued by an investor, Mark Young, who alleges that Solana Labs, co-founder Anatoly Yakovenko, Multicoin Capital Management and its co-founder Kyle Samani, and FalconX have violated federal securities laws. Specifically, the allegation is SOL is a centralized cryptocurrency that the defendants each benefitted from at the cost of the retail investors. The suit was actually filed on July 1st. I can honestly say Solana needs this lawsuit like a hole in the head. The project has already been battered by serious network issues.

2. SEC Chairman, Gary Gensler, says the only crypto he would label as a commodity is Bitcoin. Speaking with Jim Cramer, famous for flipflopping on cryptos in general, Gensler reiterated that he thinks the SEC should work with the CFTC and other regulators to properly police the Cryptoverse. He believes the space should be far more transparent.

3. It is being reported that 3 JPMorgan executives have been sniped by Web3 opportunities. Puja Samuel, Eric Wragge, and Samir Shah have each left. Wragge was a Managing Director and will be headed over to the Algorand Foundation and will chair their investment committee. Shah is moving to Pantera Capital as Chief Operation Officer. Samuel was Head of Ideation and Digital Innovation at JPMorgan, has moved to Digital Currency Group and will work on strategic partnerships. Each of these executives is a heavy-hitter and each have left for some serious opportunities.

4. FTX is catching flak from Wall Street over their derivatives play. This is an intersection that was bound to happen as traditional exchanges continue seeing encroachment from crypto exchanges continuing their expansion into traditional services. Traditional firms are complaining about retail exposure to risky financial products. I am giggling given their own track record.

5. Core Scientific was forced to sell about 79% of what they mined to pay down debt and invest in ASIC servers. 2.3K Bitcoin were sold for approximately $167M. As of June 30, the company still holds 1959 Bitcoin. This is a major move as miners are taking drastic steps to survive this crypto winter.

6. eToro has scrapped plans to go public via a special purpose acquisition company (SPAC) deal. The deal was supposed to close June 30. Having already laid off about 6% of their staff, this is definitely going to be a drag on the Israeli company. It will be interesting to see what the social investment platforms next steps will be.

7. It should be no surprise Belgium is now mulling over whether or not cryptocurrencies are securities. With the Markets in Crypto Assets (MiCA) regulation finalization not expected until 2024 by the European Union, Belgium is trying to determine what current regulations affect the industry. Keep in mind the EU has taken a very heavy hand toward crypto, especially Belgium.

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 14 Nov 24
 14 Nov 24
 14 Nov 24