In his latest episode of The Macro, crypto analyst Lewis Jackson explores a structural blind spot in the rapidly developing world of tokenized assets and programmable finance. Chainlink continues to integrate with SWIFT, DTCC, Euroclear and major custodians — becoming one of the most important interoperability layers in modern finance. But Jackson argues that Chainlink’s strengths also reveal what it cannot provide. Those missing layers — privacy, context, AI-driven compliance, and tokenized cash instruments — are now being filled by a small group of undervalued crypto projects. This report outlines the gaps, the projects filling them, and why they matter for the architecture of the new global settlement system.

In Episode 007 of The Macro, crypto analyst Lewis Jackson confronts one of the longest-standing questions in crypto: is XRP truly unique as a neutral FX conversion asset — or do other networks quietly compete for the same role? Drawing on BIS settlement guidance, operational resilience standards, compliance expectations, and live corridor data, Jackson compares XRP against XLM, USDC, RUNE, Bitcoin Lightning, Chainlink CCIP, Quant Overledger, and others. This report summarises his findings, clarifies what a conversion asset actually is, and examines why XRP’s real-world usage across SBI Remit corridors may position it distinctively within the coming tokenized financial system.

In one of his most consequential episodes of The Macro, crypto analyst Lewis Jackson explains why XRP’s long-term role depends on a fundamental reclassification. Using BIS settlement-finality guidelines, CPMI–IOSCO standards, CBDC pilot data, and the global shift toward tokenized deposits, Jackson argues that XRP cannot succeed as a currency inside modern bank rails — only as infrastructure. This report summarises his findings and outlines the implications for XRP, RLUSD, the XRPL AMM, Chainlink, Quant, and the broader interoperable financial system now taking shape.

In the latest episode of The Macro, crypto analyst Lewis Jackson breaks down Ripple’s $500 million raise from Fortress Investment Group and Citadel Securities — and argues that the deal signals a fundamental shift in XRP’s future role. Drawing on BIS documentation, settlement-finality guidance, CBDC pilots, and Basel liquidity standards, Jackson outlines why XRP may evolve not as a currency, but as a conversion-layer infrastructure asset powering the next generation of global settlement. This report unpacks his analysis, the institutional signals behind it, and the implications for interoperability crypto, tokenized assets, and the Inevitable Portfolio.

In Episode 004 of The Macro, crypto analyst Lewis Jackson explains why the latest market crash revealed something far more important than liquidations and volatility. While traders fixated on price action, Brazil and Hong Kong completed a cross-border wholesale CBDC test using Chainlink CCIP — a milestone that may prove far more consequential for the future of programmable settlement than any short-term crypto event. This report summarises Jackson’s findings, the weaknesses exposed during the crash, and the implications for interoperability crypto, XRP liquidity, stablecoin rails, and institutional settlement infrastructure.

In Episode 003 of The Macro, crypto analyst Lewis Jackson unpacks a set of developments that together signal a major shift in the architecture of global finance. The UK officially activated its national digital identity regime, enterprise-grade agentic AI systems entered financial compliance for the first time, and Accenture invested in Lyzr — a specialist in auditable AI agents designed for regulated institutions. This report summarises Jackson’s findings and explains how digital identity, AI compliance, programmable liquidity, and interoperability crypto are converging into the operating system of the next-generation financial system.

Lewis Jackson’s newest episode of The Macro breaks down the accelerating shift toward real-world tokenization, cross-chain interoperability, and the rise of wholesale CBDCs. With ISO 20022 messaging, stablecoin rails, and Chainlink’s interoperability layer converging, the global financial system is positioning itself for instant settlement, tokenized deposits, and programmable money at scale. In this analysis, Lewis Jackson Ventures unpacks the episode — and outlines the portfolio implications.

Lewis Jackson — one of the UK’s most-watched crypto analysts — has released a new episode of The Macro examining how governments, banks, and global payment networks are accelerating plans for a unified digital financial system. In this analysis, Lewis Jackson Ventures recaps the episode, outlines the major policy and institutional shifts underway, and highlights the crypto and equity assets likely to benefit from the transition — including XRP, Ethereum, Quant, Chainlink, and the expanding RWA ecosystem.

Every investor dreams of timing the market perfectly — buying the bottom, selling the top, and exiting right before a crash. But here’s the uncomfortable truth: you will never sell at the top.

For years, XRP holders have believed Ripple’s token could become the global bridge currency for banks and cross-border payments. But with Swift—the network that connects more than 11,000 banks worldwide—announcing a major blockchain initiative, many are asking: does this threaten XRP’s role, or actually help it? In this post, I’ll break down what Swift actually announced, why banks are leaning toward stablecoins instead of volatile cryptos, and what this means for XRP’s future.

What changes on 1 January 2026, how CARF works, and how to prepare calmly (without panic). From 1 January 2026, HMRC will begin receiving an automatic daily feed of UK crypto users’ activity from participating exchanges via the Crypto-Asset Reporting Framework (CARF). Think: deposits, withdrawals, trades, fees, and—via chain-analysis—the flows to and from self-custody. This doesn’t remove your duty to file; it just means HMRC can cross-check what you file. Below is a clear, plain-English rundown of the 15 most-asked questions (and what to do next).

What HMRC’s 2026 reporting rules mean for crypto investors — and how to prepare without panic. HMRC has just made a move that could change the landscape for UK crypto holders. From January 1, 2026, every major exchange will be required to share your trading data directly with HMRC. Combine that with their new AI-driven Connect system, and the era of “grey area” crypto tax reporting is over. Here’s what’s changing, why it feels invasive, and the steps you can take to stay calm and compliant.