Polymarket received an Amended Order of Designation from the U.S. Commodity Futures Trading Commission, authorizing the platform to operate as a federally regulated prediction market. The approval, granted Monday and announced Tuesday, enables U.S. traders to access the platform through futures commission merchants and brokerages for the first time since 2022. The authorization subjects Polymarket to comprehensive regulatory obligations including enhanced surveillance systems, market-supervision protocols, and Part 16 reporting requirements.

The South African Reserve Bank has identified cryptocurrency assets and stablecoins as emerging financial stability threats, citing rapid domestic adoption and incomplete regulatory frameworks. As of July, the country's three largest crypto exchanges recorded 7.8 million registered users collectively holding approximately $1.5 billion in client assets by year-end 2024.

Texas acquired $5 million in BlackRock's iShares Bitcoin Trust (IBIT) as an initial step toward establishing the Texas Strategic Bitcoin Reserve. The purchase follows legislation passed earlier this year allocating $10 million for bitcoin accumulation. Texas aims to become the first U.S. state to operate a legislatively funded strategic bitcoin reserve under direct state management.

Exchange-traded funds tracking Solana recorded $369 million in net inflows during November, diverging from Bitcoin and Ethereum ETFs which saw outflows of $3.7 billion and $1.64 billion respectively. Analysts point to Solana's native staking yields of 5% to 7% annually as a key factor attracting investors seeking income-generating cryptocurrency exposure.

Strategy's stock premium over its bitcoin holdings has compressed to levels last seen during the 2021–2022 bear market, TD Cowen analysis shows. The premium measures how much investors pay above the company's underlying bitcoin value. Despite the decline and anticipated MSCI index removal in February, TD Cowen maintained its buy rating with a $535 price target—nearly 200% above the current share price of approximately $179.

Franklin Templeton launched its Franklin XRP Trust (XRPZ) on NYSE Arca on November 24, 2025, providing U.S. investors with regulated XRP exposure through traditional brokerage accounts. The launch follows Ripple's $125 million SEC settlement in August 2025 and positions Franklin alongside Bitwise, Grayscale, and Canary Capital in the competitive XRP ETF market. The asset manager now operates four crypto ETFs covering bitcoin, ether, XRP, and a diversified digital-asset fund.

The European Central Bank has assessed that stablecoins currently present limited financial stability risks to the euro area, primarily due to low adoption rates and the EU's comprehensive regulatory framework. The assessment notes that crypto trading remains the dominant use case for stablecoins, with minimal integration into traditional payment systems.

Strategy, the largest publicly traded corporate Bitcoin holder, did not announce new acquisitions last week, ending a six-week buying pattern that began October 13. The company holds 649,870 Bitcoin at an average cost of approximately $74,433 per coin. MSTR shares trade 70% below their all-time high amid concerns over potential index exclusion.

JPMorgan has upgraded ratings for select U.S.-listed bitcoin mining companies pivoting toward high-performance computing services. Cipher Mining received an Overweight rating with a price target of $18, while CleanSpark was also upgraded to Overweight. The investment bank cites secured HPC contracts and expanding data center capacity as key drivers for the improved outlook.