Policy
Senators pitch more than 75 amendments for crypto bill, including on yield, DeFi sections
Published January 14, 2026
* A list of amendments has circulated that would make potential changes to the crypto market structure legislation that's planned for consideration in a Senate Banking Committee hearing this week.
* The amendments would tackle more than a hundred items, including stablecoin yield, government corruption and software developer protections.
Policy
Charles Hoskinson slams Trump’s crypto policy as 'extractive,' warns of industry fallout
Published January 13, 2026
* Hoskinson criticized the Trump administration for launching meme coins and politicizing crypto.
* He said mismanagement and lack of clear regulation undercut bipartisan progress on legislation.
* Hoskinson warned crypto now risks being seen as corrupt and linked to partisan agendas.
Finance
Hundreds of wealthy investors are using crypto to buy real estate in Europe
Published January 12, 2026
* Brighty customers are using cryptocurrency to purchase real estate in destinations such as the UK, France, Malta, Cyprus, and Andorra.
* The size of these transactions varies from around $500,000 to a maximum of about $2.5 million, thus far.
Finance
JPMorgan expands blockchain goals, plans to build ‘interoperable digital money’
Published January 09, 2026
* JPMorgan plans to expand its JPM Coin deposit token to multiple blockchain networks, including the privacy-focused Canton Network.
* The bank aims to create a regulated, interoperable digital money system for near-instant institutional payments.
* JPM Coin, representing U.S. dollar deposits, is currently available to institutional clients on the Ethereum Layer 2 network Base.
Markets
Crypto credit is starting to look like cash savings accounts
Published January 08, 2026
* Crypto yields have compressed due to deeper liquidity and arbitrage, with ETH staking and USDC lending returns now similar to traditional financial products.
* Bitcoin and Ether saw slight declines as Asia's trading day began, while gold prices fell due to technical selling pressure.
* Flowdesk suggests future opportunities in crypto may lie in complex financial products like bespoke credit and hybrid structures.
Markets
Bitcoin and the Japanese yen are moving together like never before
Published January 07, 2026
* Bitcoin's correlation with the Japanese yen has reached a record high.
* Both BTC and the yen took a beating in final months of 2025, with sell-offs in both running out of steam after mid-December.
* The tight correlation weakens BTC's appeal as portfolio diversifier.
Markets
Tom Lee calls for new bitcoin record in January, while warning of a volatile 2026
Published January 06, 2026
* Tom Lee of Fundstrat Global Advisors predicted Bitcoin could reach a new all-time high by the end of January 2026.
* Lee forecasted a volatile but ultimately positive year for crypto markets in 2026, with a strong second half.
* He projected the S&P 500 to hit 7,700 by the end of 2026, driven by resilient corporate earnings and AI-driven productivity gains.
Markets
Asia Morning Briefing: Data shows legacy media took a more balanced view of bitcoin in 2025
Published January 05, 2026
* In 2025, mainstream media coverage of Bitcoin became more balanced, with neutral reporting surpassing negative stories.
* The shift in narrative was driven by the exhaustion of earlier critiques rather than increased enthusiasm for Bitcoin.
* AI emerged as the dominant topic in media, overshadowing Bitcoin and driving more significant sentiment swings.
Policy
December FOMC minutes show the Fed is worried short-term funding could seize up
Published January 02, 2026
* Fed officials have grown increasingly focused on whether the financial system has sufficient cash to function smoothly, even if interest rates remain steady.
* The December FOMC minutes show concern that short-term funding stress can emerge quietly and trigger sudden volatility.
* The minutes outline steps aimed at preventing cash shortages before seasonal pressures intensify in early 2026.
Policy
As Democrats gain in odds to take U.S. House, Waters bashes SEC chair on crypto
Published December 30, 2025
* Representative Maxine Waters, the ranking Democrat on the House Financial Services Committee, called for a hearing with Securities and Exchange Commission Chairman Paul Atkins to discuss his crypto moves and other topics.
* Her party has a strong chance to take back the House of Representatives majority in 2026, potentially moving her back into the spot as committee chair.
Markets
Coinbase says three areas will dominate the crypto market in 2026
Published December 29, 2025
* Coinbase Institutional argues that the crypto market’s behavior is being reshaped by structural forces rather than traditional boom-and-bust cycles.
* The firm highlights several fast-growing areas where activity is accelerating despite tighter financial conditions.
* Coinbase believes these shifts could define how crypto markets function in 2026 and beyond.
Policy
Hong Kong regulators target 2026 legislation for virtual asset dealer and custodian rules
Published December 26, 2025
* Hong Kong plans to introduce legislative proposals to regulate virtual asset dealers and custodians in 2026.
* The proposals aim to create a licensing framework under the Anti-Money Laundering and Counter-Terrorist Financing Ordinance.
* The SFC is consulting on extending oversight to virtual asset advisers and managers, with comments due by Jan. 23.
Web3
Circle platform promising tokenized gold, silver swaps is 'fake,' company says
Published December 25, 2025
* A fake press release claimed that Circle, the issuer of USDC, had launched a new platform called CircleMetals, offering tokenized gold and silver trading.
* The release, distributed on Christmas Eve, used Circle branding and quoted executives, but was later confirmed to be fake by the company.
* The fake platform, which remains live, appears to be a scam, with links to a swap platform and promises of rewards, but there is no evidence to suggest that the tokenized gold and silver tokens actually exist.
Tech
‘Most important tokenholder rights debate’: Aave faces identity crisis
Published December 24, 2025
* Aave's community members and participants have become sharply divided in a debate over control of the protocol’s brand and related assets, intensifying an ongoing dispute over the relationship between the DAO and Aave Labs.
* The debate has drawn outsized attention because it cuts to a central question facing many of crypto’s largest protocols: the tension between decentralized governance and the centralized teams that often drive execution.
Finance
Coinbase agrees to buy The Clearing Company to deepen prediction markets push
Published December 23, 2025
* Coinbase is acquiring The Clearing Company, a startup with experience in prediction markets, to help grow its newly introduced platform.
* The deal brings in a team with specialized experience building event-based trading systems, including veterans from Polymarket and Kalshi.
* The acquisition is part of Coinbase's plan to become an "Everything Exchange", offering a wide range of trading options, including novel cryptocurrencies, perpetual futures contracts, stocks, and prediction markets.
Markets
Galaxy Digital’s head of research explains why bitcoin’s outlook is so uncertain in 2026
Published December 22, 2025
* Galaxy Research, the research arm of Galaxy Digital (GLXY), says overlapping macroeconomic and market risks make bitcoin unusually difficult to forecast in 2026.
* The firm says that options pricing and volatility trends indicate that bitcoin is maturing into a more macro-like asset, rather than a high-growth trade.
* Galaxy maintains a long-term bullish outlook, projecting that bitcoin could reach $250,000 by the end of 2027.
Markets
Crypto breaks higher as BOJ decision clears a macro overhang
Published December 19, 2025
* Bitcoin and ether surged past key technical levels, driven by gains in Asian equities and easing global financial conditions.
* Japan's interest rate hike to a three-decade high was smoothly absorbed by markets, boosting Asian stocks and weakening the yen.
* Softer U.S. inflation data bolstered risk sentiment, with expectations rising for potential Federal Reserve rate cuts.
Markets
Grayscale outlines top crypto investing themes for 2026 as institutional adoption grows
Published December 17, 2025
* Grayscale says the crypto asset class remains in a sustained bull market heading into 2026, supported by macro demand and regulatory clarity.
* The firm outlines 10 investing themes spanning stablecoins, tokenization, DeFi lending, staking and next-generation blockchain infrastructure.
* Grayscale does not expect quantum computing or digital asset treasuries to have a material influence on crypto markets next year.
Policy
Senate punts crypto market structure bill to next year
Published December 16, 2025
* The Senate will not hold a market structure markup hearing this month, pushing any progress toward a new crypto law to next year.
* It's unclear how quickly lawmakers might be able to resume negotiations in the new year.
* Sticking points from Democrats include concerns about financial stability, market integrity and ethics.
Markets
Barclays Sees ‘Down-Year’ for Crypto in 2026 Without Big Catalysts
Published December 15, 2025
* Barclays forecasts lower crypto trading volumes in 2026, with no clear catalysts to revive market activity.
* Spot market slowdowns pose revenue challenges for retail-focused platforms like Coinbase and Robinhood, the bank said.
* Regulatory clarity, including pending market structure legislation, could shape long-term market growth despite near-term headwinds.
Policy
U.S. Senate's Crypto Market Structure Bill Gets Messy as Calendar Weighs Down
Published December 11, 2025
* Democrats shared a response to Republicans outlining their continuing priorities for a crypto market structure bill, which they said was intended to "reach an agreement and proceed towards a mark-up."
* The document laid out concerns with financial stability, market integrity and public officials' ability to trade and profit off of crypto, echoing concerns laid out in a framework Democrats shared in September.
* The Senate is running out of time in the Congressional calendar to hold a markup hearing — a key step toward progressing the bill — before 2025 ends.
Markets
Bitcoin Surges to $94K One Day Ahead of Expected Fed Rate Cut
Published December 10, 2025
* Bitcoin soared back over $94,000 in morning U.S. action Tuesday.
* The gains came one day of the Federal Reserve's expected rate cut.
* One analyst took note of "deeply defensive" positioning by traders as possibly setting the stage for the bounce.
Markets
ETH, ADA, SOL Steady as Timezone Data Shows Europe Drove Deepest Bitcoin Selloff Since 2018
Published December 09, 2025
* Bitcoin steadied near $90,400 after a turbulent November, with Europe leading the sell-off.
* Strategy acquired 10,624 BTC, increasing its holdings to 660,600 BTC, amid concerns of potential index removal.
* The broader market held its recent rebound, though liquidity remained thin ahead of Wednesday’s Federal Reserve decision.
Markets
Bitcoin Faces Japan Rate Hike: Debunking The Yen Carry Trade Unwind Alarms, Real Risk Elsewhere
Published December 08, 2025
What to know:
* Impending BOJ rate hike largely priced in; Japanese bond yields near multi-decade highs.
* Speculators maintain net bullish positions in the yen, limiting scope for sudden yen strength.
* BOJ tightening may contribute to sustained upward pressure on global yields, impacting risk sentiment.
Web3
Coinbase, Chainlink Introduce Base-Solana Bridge to Link Ecosystems
Published December 05, 2025
What to know:
* A new bridge connecting Base, the layer 2 incubated by Coinbase, and the Solana blockchain is now live on mainnet, enabling asset transfers between the two ecosystems.
* The bridge, secured by Chainlink's Cross-Chain Interoperability Protocol, allows users to trade and interact with Solana-based tokens on Base-based decentralized applications.
* The open-source bridge on GitHub enables developers to integrate cross-chain support, marking a step toward interconnected blockchains and "always-on" capital markets, with more chains expected to be linked in the future.
Markets
Michael Saylor Sunday Change-Up Suggests New Announcement Coming Monday
Published December 01, 2025
What to know:
* Strategy Executive Chairman Michael Saylor’s teased a switch from orange dots to green dots in what's become his routine Sunday X post.
* The move suggests possible new news coming on Monday — the day when the company typically announces the previous week's bitcoin purchases.
* Strategy CEO Phong Le earlier this weekend said the company could sell bitcoin if mNAV falls below 1 to fund dividends on its perpetual preferred equity.
Markets
Korea's Upbit Suspends Deposit And Withdrawal Service After $37M in Abnormal Activity in Solana Tokens
Published November 27, 2025
What to know:
* Upbit has suspended digital asset withdrawals after detecting irregular activity involving Solana network tokens.
* Approximately $40 million worth of tokens were transferred to unauthorized wallets, but Upbit will cover all losses.
* The exchange is working with law enforcement and has frozen assets worth about 12 billion won related to the incident.
Markets
Crypto Market Mood Lifted as Amazon Pours $50B Into AI Infrastructure
Published November 25, 2025
What to know:
* Amazon announced a $50 billion investment in AI and supercomputing infrastructure in the U.S.
* Markets are rallying across the board, with bitcoin retaking the $87,000 level and the Nasdaq rising more than 2%.
* Bitcoin miners, many of whom have shifted business models to focus on AI/HPC, are surging double-digit percentages in some cases.
Markets
Is Strategy Stock the Preferred Hedge Against Crypto Losses? Tom Lee Thinks So
Published November 24, 2025
What to know:
* Strategy (MSTR) stock has dropped 43% as institutional crypto investors use it to hedge losses amid limited on-chain options.
* Tom Lee of Bitmine Immersion says MSTR acts as a proxy for bitcoin due to its liquidity and large BTC holdings, making it the market’s preferred hedge.
* Crypto market liquidity remains weak post-October crash, forcing traders to short MSTR in the absence of robust crypto-native hedging tools.
Markets
Nvidia Earnings Beat, Strong Outlook Calm Jittery Markets; Bitcoin Re-Takes $90K
Published November 20, 2025
What to know:
* Nvidia posted strong third quarter earnings alongside better than expected fourth quarter guidance.
* For the moment, the news has calmed jittery markets, with bitcoin climbing back over $90,000 from the day's low near $88,000.
* AI-linked crypto tokens surged as Nvidia reinforced its role at the core of the artificial intelligence boom.
Finance
Kraken Scores $800M Raise Backed by $200M Citadel Securities Investment
Published November 19, 2025
What to know:
* Kraken has raised $800M to expand blockchain-based financial services, with $200M from Citadel Securities.
* The raise values Kraken at $20B and signals deeper ties between crypto firms and traditional finance giants.
* With fresh capital, Kraken plans global expansion and new products spanning trading, payments and tokenized assets.
Finance
BitMine Immersion Acquires $173M in Ether as Tom Lee Suggests Reason Behind Crypto Weakness
Published November 18, 2025
What to know:
* BitMine Immersion Technologies acquired over 54,000 ether worth approximately $173 million, bringing its total holdings to nearly 3.6 million ETH.
* The company increased its cash reserves to $607 million.
* Chairman Thomas Lee attributed the current crypto price weakness to reduced market liquidity following the October crash, but argued the cycle hasn't topped yet.
Markets
Arca CIO Jeff Dorman Rejects Claims Saylor’s Strategy (MSTR) Faces Forced Bitcoin-Sale Risk
Published November 17, 2025
What to know:
* Jeff Dorman said Strategy’s structure makes forced bitcoin sales unlikely, citing Saylor’s board control and debt terms.
* Peter Schiff predicted Strategy will “eventually go bankrupt” and challenged Saylor to debate him publicly.
* Strategy shares are down 33.42% year to date, compared with a 0.4% gain for bitcoin, and trade near a diluted mNAV multiple of 1.06x, according to StrategyTracker.
Finance
Zero-Knowledge Identity Startup Self Raises $9M, Introduces Points Program
Published November 14, 2025
What to know:
* Self raised $9M from Greenfield Capital, SoftBank and others.
* The protocol provides zero-knowledge powered, privacy-preserving identity verification.
* The company introduced a points program rewarding verified user activity.
Markets
Polymarket's Shayne Coplan: Blockchain Let Him Build a Global Force From His Bedroom
Published November 13, 2025
What to know:
* Polymarket founder Shayne Coplan said he launched the platform alone and with little money, using blockchain to build a global market from his bedroom.
* He argued that prediction markets offer better information than polls or sportsbooks by pricing real-world outcomes through peer-to-peer trading.
* Coplan sees future use cases for Polymarket in public policy, insurance, and AI-driven forecasting, calling it a new format for understanding risk and uncertainty.
Finance
Ethereum Is ‘The Infrastructure’ for Wall Street, Says Former BlackRock Executive
Published November 12, 2025
What to know:
* Former BlackRock executive and co-CEO of Sharplink, Joseph Chalom, says Ethereum has the trust, security, and liquidity that Wall Street needs.
* At Sharplink, Chalom is staking billions in ETH and testing restaking strategies to unlock additional yield.
* He sees Ethereum as the long-term infrastructure for global finance, not just a blockchain for crypto assets.
Policy
Senate Ag Releases Long-Awaited Version of Crypto Market Structure Legislation
Published November 11, 2025
What to know:
* The Senate Agriculture Committee published its draft crypto market structure bill, a necessary step as the Senate inches toward its own version of the House's Clarity Act.
* That committee's bill will need to be combined with its Senate Banking Committee counterpart before the Senate can advance the legislation, a process which may yet take months.
Markets
Ledger Eyes New York IPO or Fund Raise: Report
Published November 10, 2025
What to know:
* Ledger, a French company known for cryptocurrency hardware wallets, is considering an IPO in New York or a private financing round next year, according to Financial Times.
* CEO Pascal Gauthier emphasized New York's importance for crypto financing, citing increased hacking incidents as a driver for secure custody solutions.
Tech
Tesla CEO Elon Musk Says X Chat's New P2P Encryption System Is Similar to Bitcoin's
Published November 07, 2025
What to know:
* X will keep Chat inside theX app, but will also ship a standalone X Chat in the coming months.
* Musk compared X Chat's peer-to-peer (P2P) encryption approach to bitcoin and said there are no advertising hooks.
* In-app Chat is currently in beta for Premium X users, offering text messaging, as well as file and media sharing. Audio and video calls are planned for future release.
Markets
Ripple’s RLUSD to Power Mastercard Credit Card Settlements on XRP Ledger
Published November 06, 2025
What to know:
* Ripple, Mastercard, WebBank and Gemini are piloting stablecoin-based settlement for credit card transactions using RLUSD on the XRP Ledger.
* The test could mark one of the first times a regulated U.S. bank uses a public blockchain and stablecoin to settle fiat card payments.
* RLUSD has surpassed $1 billion in circulation and is regulated under New York’s Trust Charter.
Finance
Donut Labs Raises $15M Seed Funding to Build AI-Powered Crypto Trading Browser
Published November 05, 2025
What to know:
* Donut Labs raised $22 million across pre-seed and seed rounds in just six months, backed by BITKRAFT, Makers Fund, Sky9 Capital and Hack VC.
* The firm is developing Donut Browser, an AI-driven "agentic" browser that automates crypto trading, risk analysis and on-chain strategy execution.
* The product has attracted over 160,000 users on its waitlist, signaling strong demand for AI-native trading tools amid rising DeFi volumes.
Markets
Bitcoin, Ether, Solana Traders Liquidated for Over $1B as Prices Dump 5-10%
Published November 04, 2025
What to know:
* Bitcoin's price drop from $112,000 to below $106,000 led to over $1.27 billion in leveraged futures liquidations.
* Long traders accounted for nearly 90% of the liquidations, with $1.14 billion in bullish bets erased.
* The largest liquidation was a $33.95 million BTC-USDT long on HTX, as Hyperliquid led platforms with $374 million in forced closures.
Finance
Tom Lee's BitMine Immersion Acquires Additional $300M in Ether, Bringing Holdings to $13.7B
Published November 03, 2025
What to know:
* BitMine Immersion Technologies increased its ether holdings to nearly 3.4 million tokens, representing 2.8% of the total supply.
* The company's total crypto, cash, and equity holdings are now valued at $13.7 billion.
* BitMine's acquisition comes amid a challenging period for digital asset treasuries, with many firms' stock struggling to maintain their asset values and pivoting to buyback.