Intelligence Reports

Analysis written by people
who understand what happened.

Investigative reporting on blockchain fraud, enforcement actions, DeFi exploits, and compliance developments. Written for compliance officers, legal counsel, and law enforcement.

10 Reports · June 2026
Money Laundering · North Korea
How Lazarus Laundered $1.2B Post-Bybit: Eight Months, Six Chains
The methodical conversion of stolen USDC and ETH into untraceable Bitcoin across six blockchain networks, in the most sophisticated laundering operation ever documented on-chain.
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Regulation · EU / MiCA
MiCA Licences Are Live. Here Is What CASPs Are Actually Required to Do.
Major exchanges and custodians have secured their MiCA CASP authorisation. What the licence demands, what ongoing obligations look like, and the one compliance obligation most firms are not yet operationally ready for.
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Litigation · North Korea
North Korea Terror Victims Escalate Fight to Seize $71M from Aave
American victims of North Korean state terrorism pursue a novel legal theory: if Lazarus funds sit in a DeFi protocol, can a federal court order their seizure?
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DAO Governance · Legal
The DAO Voted. The Court Said Otherwise. Who Actually Owns $7B?
When a protocol governance vote and a US federal court order point in opposite directions, which one controls $7 billion in digital assets?
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DeFi · Smart Contract Security
KelpDAO $292M: The Forged Bridge Message That Became a $13B Crisis
A single malicious cross-chain message drained $292 million and exposed $13 billion in systemic risk. Every on-chain monitor watched it happen.
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Sanctions · Russia
Garantex Dies. Grinex Is Born. Why Sanctions Against Infrastructure Fail.
Within weeks of OFAC sanctioning Garantex, its operators relaunched under a new name. The pattern reveals a structural weakness in how crypto sanctions are designed.
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Enforcement · North Korea
The $1.46 Billion Theft That Happened in Plain Sight
How Lazarus Group executed the largest crypto heist in history while every on-chain monitor watched the transaction confirm, and why pre-mempool enforcement would have stopped it.
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Regulation · EU / US / FATF
MiCA, FATF Travel Rule, and the GENIUS Act: Three Frameworks, One Requirement
Three regulatory frameworks converging on the same conclusion: compliance must happen before the transaction settles, not after.
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Case Law · Sanctions
The State vs. Code: Tornado Cash, Roman Storm, and the Limits of Sanctions Law
Roman Storm's prosecution raises a question that will define blockchain regulation for a decade: can open-source software be sanctioned?
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Fraud · Exchange Collapse
FTX: The $8B Hole, the Alameda Backdoor, and Why the Blockchain Saw Everything
The on-chain evidence that documented the FTX collapse in real time was available to anyone watching. The question is why nobody acted on it.
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