Bitcoin’s 12-day ETF outflows, derivatives data and the crypto market in tandem trading with tech stocks suggest traders will continue to cut exposure to risk

I’m not sure why the calendar is not updating, I’ve popped in the numbers: Trade data is not too much of a focus right now.

Solana became one of Samani’s favorite crypto projects at Multicoin in 2018 after he initially favored Ethereum but grew dissatisfied with how its developers addressed

Strium will begin with synthetic US and Japanese stocks and commodities before expanding to real tokenized shares and asset-backed products with identity verification.

CFTC Chair Mike Selig described the proposal as a “frolic into merit regulation” by the Biden administration.

Social media sentiment has turned “extremely bearish” toward Bitcoin and Ethereum this week, according to analytics platform Santiment.

Japan’s 30-year bond yields eased ahead of an auction, but fiscal uncertainty linked to Sunday’s snap election continues to cap any sustained rally. Summary: Japan’s

Payy says its new layer-2 network routes ERC-20 transfers through privacy pools by default without requiring new wallets or tokens.

Bhutan has slipped to the seventh-largest nation-state Bitcoin holder, with its stash falling from 13,295 BTC in October 2024 to 5,700 BTC.

Crypto ICYMI – Standard Chartered cuts Solana 2026 target but keeps bullish long view Why Is Bitcoin Crashing? Technical Analysis Shows Sellers Still in Control

That will at least keep things interesting on the economic calendar in the session ahead. The BOE decision will be up first at 1200 GMT

Some crypto companies have proposed giving community banks a bigger stablecoin role as Senate negotiations stall over the contentious market structure bill.

The dark web drug market used crypto for payments, but blockchain transaction tracing helped the FBI identify its creator, who was sentenced to 30 years

Bitcoin’s Coinbase Premium Gap has fallen to a yearly low, a move analysts say may reflect weaker relative demand on Coinbase-linked venues tied to institutional

Bitcoin ETFs may be sitting on their “biggest losses” since launching in January 2024, but there is a silver lining, according to an ETF analyst.

Prior +5.6%; revised to +5.7% That’s a huge beat on estimates as German manufacturing orders surged once again in December, after a big jump in

EUROPEAN SESSION In the European session, the main highlights will be the BoE and ECB rate decisions. The Bank of England is expected to hold

Bitcoin selling pressure sparked a retreat below the 2021 bull market high, with lower BTC price targets still expected to be hit.

The German construction PMI records 44.7 in January, significantly lower from the 50.3 print in December last year. The fall marks a solid drop in

USDt added $12.4 billion in Q4 to reach a $187.3 billion market cap, increasing users and onchain activity even as rival stablecoins declined after October’s

Prior 40.1 That’s a modest uptick in UK construction activity, with this being the slowest reduction in seven months. All three sub-sectors recorded weaker rates

A Nevada judge declined to grant regulators’ bid to halt Coinbase’s event contract markets, as the exchange presses a CFTC preemption argument in federal court.

Bitcoin ETFs saw $545 million in daily outflows as BTC neared $70,000, though analysts said most investors were holding positions despite market weakness.

Prior +0.2%; revised to +0.1% Retail sales +1.3% vs +1.6% y/y expected Prior +2.3%; revised to +2.4% That’s a slightly more disappointing end to the

Vitalik Buterin sold almost 3,000 ETH worth $6.6 million through a series of swaps days after saying withdrawals from his holdings were coming.

Recent volatility reviews, new surveillance systems and a landmark court ruling show how South Korea is enforcing stricter oversight of crypto markets.

TORONTO, Feb. 5, 2026 /PRNewswire/ — Thomson Reuters (TSX/Nasdaq: TRI) today reported results for the fourth quarter and full year ended December 31, 2025:   

US-based employers announced 108,435 job cuts in January 2026, and that is up ~118% compared to the same month last year. Similar to how 2025

House Democrats probe $500 million UAE investment in Trump-linked WLFI, highlighting questions over dealings with the country’s national security adviser.

Bitcoin Magazine SDM Executes First Ever $1 Million Lightning Network Payment to Kraken in Institutional Pilot Secure Digital Markets (SDM) has completed a $1 million

Bitcoin Magazine Bitcoin Price Crashes 9% to $69,000 As Markets Spiral Into Full Risk-Off Mode The bitcoin price slid to $69,000 in Asian trading Thursday

Headlines: Precious metals hold losses after the plunge in Asia trading earlier BOE leaves bank rate unchanged at 3.75% in February meeting decision BOE governor

A $1 million Lightning transfer between SDM and Kraken was used to test whether Bitcoin’s main scaling layer could handle seven‑figure, institutional‑grade payments.

Prior was 209K Four week moving average 212K vs 206.2K prior Continuing claims 1844K vs 1847K expected This report wasn’t delayed by the US government

The new facility allows institutions to redeem tokenized real-world assets into stablecoins instantly, addressing a key liquidity bottleneck in onchain markets.

Bitcoin risks a deeper slide as miners and US spot ETFs cut BTC exposure, adding supply pressure during a fragile downtrend.

Bitcoin Magazine Virginia Advances Bill in Committee to Establish State Bitcoin Fund Virginia lawmakers are moving forward with a proposal that would place the Commonwealth

Prior was 7.146 million (revised to 6.928m) Hires 5,293K vs 5,144K prior Separations 5,251K vs 5,144K prior Quits 3,248K vs 3,193K prior Layoffs and discharges

Bitcoin is at the worst levels in 15 months as it breaks below $67K for the first time since October 2024. It’s part of a

Bitcoin Magazine Bitcoin Falls Over $59,000 in Largest Drawdown Ever, Down Nearly 47% From All-Time High Bitcoin’s price crashed sharply on Thursday, sliding through critical

Bitcoin Magazine Bitcoin-Treasury The Smarter Web Company Listed on London Stock Exchange The Smarter Web Company began trading on the Main Market of the London

Bitcoin Magazine Bitcoin Price Plunges 40% From All-Time Highs to One-Year Lows Bitcoin’s price dropped below $75,000 today, its lowest level in nearly a year,

Bitcoin Magazine Strategy ($MSTR) Plummets 8% As Bitcoin Hits One‑Year Lows Shares of Strategy plunged today, dipping more than 8% in trading as Bitcoin traded

Non-farm payrolls and JOLTS were delayed this week but they will soon be rescheduled. The House ended the US government shutdown and surely the Senate

The Nasdaq-listed insurance brokerage said an unidentified investor would contribute Bitcoin in exchange for equity, alongside an AI- and crypto-focused partnership.

New Zealand Q4 2025 employment report and China’s private survey services PMI feature on the calendar today. New Zealand’s labour market is expected to show

US House votes to end government shutdown Fed’s Barkin: Inflation remains above target, expect more progress Fed’s Miran: I think we need to cut rates

Bitcoin’s volatility spiked, and its price plummeted to fresh lows as worrying US economic conditions emerged. Will credit stress data signal the next accumulation phase

The enforcement action over wagers on sports event contracts followed Coinbase announcing the launch of prediction markets in all 50 US states.

New Zealand Q4 2025 employment report. This is just the data post. I’ll have more to come on this separately. Here we go, details, analysis:

Australia’s services sector surged to a near four-year growth high in January, but softer confidence signals caution beneath the strong activity rebound. Summary: Australia’s services

New Zealand’s Q4 jobs data showed improving labour momentum beneath a higher jobless rate, leaving policy expectations largely unchanged. Unemployment rate hit a decade high

Crypto traders usually view negative funding rates as a buy signal, but this week’s volatile US earnings outcome may cloud its value for ETH investors.

Rose 2.0% m/m in January prior -2.1% In NZD terms the index rose 1.3% m/m stronger NZD offsetting higher commodity prices overseas Earlier: New Zealand

Japan’s services-led recovery gained pace in January, though confidence remains cautious despite easing cost pressures. Summary Japan’s services sector growth accelerated to an 11-month high

Earlier: PBOC to inject 800 billion yuan via three-month reverse repo operation Yuan seen rising in 2026, but China signals resistance to rapid gains The

China’s services sector started 2026 on firmer footing, though confidence remains cautious despite easing cost pressures. Via private survey RatingDog / S&P Global. Summary: China’s

The Ethereum co-founder said many layer‑2s have failed to decentralize and continue to be mediated by multisig bridges instead of inheriting Ethereum’s security advantages.

Kraken co-CEO Arjun Sethi said Payward’s revenues were “well balanced” in 2025, split almost evenly between trading and asset-based revenues.

The won steadied as plans for NPS dollar bond issuance raised hopes of reduced FX pressure. Summary: South Korea’s won pared losses after reports the

The site lets users set an hourly rate for tasks from errands to business meetings. It was built using AI agents in a “Ralph loop,”

South Korea’s won firms as pension fund weighs dollar bond issuance Bank of England set to hold rates February 5 as inflation cools but wage

Analysis of 227 million USDC and USDT balance updates found that 43% were dust transfers under $1, said Coin Metrics.

The grocery giveaways come as Kalshi and Polymarket lead prediction market trading volumes, which have recently exceeded $400 million per day.

Crypto.com has spun out its prediction markets business into a standalone platform after reporting explosive growth, entering a crowded but booming industry.

Aave says all current and future products will move under Aave Labs, while the Family wallet iOS app is wound down and user accounts remain

EUROPEAN SESSION In the European session, we will get the final services PMI for the major Eurozone economies and the UK. The market reacts the

The reported acquisition comes as Ethereum staking demand surges, with more than 30% of ETH supply locked and validator wait times stretching beyond 70 days.

Prior 57.1 The good news is that Spain’s services sector continues to maintain growth conditions to start the year. However, there is a notable downshift

Spot Bitcoin ETF AUM fell below $100 billion after $272 million in outflows, pushing year-to-date losses close to $1.3 billion.

Prior 51.5 Composite PMI 51.4 vs 50.3 prior Key findings: Stronger growth in output, but softer rise in inflows of new business Outlook dims with

Prior 50.1 Composite PMI 49.1 vs 48.6 prelim Prior 50.0 The headline reading is better than the initial estimate but still points to a first

Prior 52.7 Final Composite PMI 52.1 vs 52.5 prelim Prior 51.3 Key findings: Employment falls at joint-fastest rate since June 2020 Comment: Commenting on the

Prior 52.4 Composite PMI 51.3 vs 51.5 prelim Prior 51.5 Both the services and composite readings are four-month lows, signaling a sustained loss of momentum

Prior 51.4 Final Composite PMI 53.7 vs 53.9 prelim Prior 51.4 Key findings: Output growth rebounds to a five-month high Solid increase in new work

Prior +1.9%; revised to +2.0% Core CPI +2.2% vs +2.3% y/y expected Prior +2.3% The headline reading meets estimates with core annual inflation easing slightly

The firm addressed speculation that a multibillion-dollar client trade was motivated by concerns over Bitcoin’s resistance to future quantum computing advances.

Ether risks declining toward the $1,665-$1,725 range in February, according to a confluence of bearish technical and on-chain indicators.

Base is rolling out month-long infrastructure upgrades aimed at preventing future transaction delays and improving overall network reliability.

Tether CEO Paolo Ardoino scaled back the company’s $20 billion funding plan, calling the target a “misconception,” while maintaining a $500 billion valuation.

Base’s Jesse Pollak says L2s can’t be “Ethereum but cheaper” as builders respond to Vitalik Buterin’s call for specialization.

The Canadian self-regulatory organization outlined custody limits, capital thresholds and reporting rules while long-term regulation remains in progress.

Bitcoin’s rebound masks weak technicals and onchain signals that point to continued downside risk, with miners and exchange flows reinforcing the bearish trend.

Brazil’s Mercado Bitcoin has issued more than $20 million in tokenized private credit on Bitcoin sidechain Rootstock and is targeting $100 million by April.

Headlines: Decisive moment for gold as the recovery continues Gold remains in recovery mode as it halves the losses; risk of another flush still high

Prior was +41K (revised to +37K) Goods +1K versus -3K last month Service +21K versus +44K last month small business 0K vs +9K prior medium

At a House of Lords hearing, witnesses cast doubt on stablecoins as mainstream money, backing strict Bank of England oversight and criticizing the “disastrous” US

Blockchain intelligence firm TRM Labs reached a $1 billion valuation after closing a $70 million Series C funding round backed by major financial institutions.

Senior decision-makers flagged liquidity constraints and market depth as key barriers to institutional crypto adoption in 2026.

US home builders briefly jumped more than 5% yesterday on a report about “Trump homes” before giving most of it back when the White House

Bitcoin is approaching its 200-week moving averages, a long-term support zone traders say could help define a potential BTC price floor.

Bitcoin Magazine UBS to Build Digital-Asset Infrastructure, Eyes Bitcoin Services for Individuals UBS Group AG is exploring ways to offer bitcoin and crypto access to

Binance shows stable onchain reserves and no immediate stress signals despite market volatility and a wave of criticism circulating on social media.

Cointelegraph Research provides a data-driven report on crypto VCs, highlighting capital flows, sector rotation and changes in investor behavior.

Business activity index 57.4 vs 54.4 prior Employment 50.3 vs 52.0 prior New orders 53.1 vs 57.9 prior Prices paid 66.6 vs 64.3 prior Supplier

An emerging protocol enabling native USDT transactions on Bitcoin becomes the latest participant of CTDG Dev Hub, a developer-centric technical hub by Cointelegraph focused on

Trump spoke with China’s President today on the phone and the readout from the call from Trump is positive. That’s led to some small ticks

XRP’s bearish chart pattern signaled a possible price correction toward $1.22, fueled by declining demand and open interest.

Bitcoin Magazine The Core Issue: Letter From The Editor Bitcoin is a distributed system.  That means there is no center. To make a pun, no

Trump writes on Truth Social that he’s reducing tariffs on India, which should be another positive for risk appetite: Tariffs lowered to 18% from 25%

Time to revise the US economic calendar as the The Bureau of Labor Statistics won’t release the January jobs report as scheduled on Friday because

Bitcoin Magazine Argentine Crypto Fugitive With $56 Million in Bitcoin Arrested in Venezuela Venezuelan authorities have arrested Rosa María González, a key figure in the

Bitcoin Magazine Bitcoin Bear Control Solidifies: $84K Support Broken, Price Eyes $68K–$60K Zone Bitcoin Price Weekly Outlook Last week, we were expecting the critical $84,000

Bitcoin Magazine U.S. Manufacturing Data Turns Positive as Bitcoin Searches for a Bottom Earlier today, as bitcoin recovered from a rocky weekend, the U.S. manufacturing

Bitcoin Magazine U.S. Government Takes Control of $400M in Bitcoin, Assets Tied to Helix Mixer The U.S. government has taken full legal ownership of more

US January ISM manufacturing index 52.6 vs 48.5 expected January final US S&P Global manufacturing PMI 52.4 vs 51.9 prelim Fed’s Bostic: Inflation is to

Trump’s critical mineral reserve plan aims to build an “industrial buffer stock” model, using Exim-linked financing plus private capital to reduce supply-chain shock risk. Summary:

NZ data. Excluding apartments, flats, and retirement village units, the number of consents for new houses was down 6%. +26.2% y/y This article was written

The US-India trade deal cuts tariffs sharply in exchange for India ending Russian oil imports, easing pressure on Indian exports while reshaping energy flows. Summary:

Bitcoin flashed a major discount signal after capital outflows increased following BTC’s abrupt drop below $75,000. Historical data now points to a potential 10% rebound

Australian December 2025 building permits: The Reserve Bank of Australia decision today, due at 0330 GMT / 2230 US Eastern time: Australian dollar chops, await

The rise and fall of the manufacturing index from mid-2020 through 2023 broadly tracked movements in Bitcoin and the wider crypto market over the same

China’s NPC Standing Committee to hold meeting on Feb 4 The NPC Standing Committee meeting on 4 February looks procedural rather than macro-moving, based on

Multiple charts and historical data suggest Bitcoin’s recovery from its weekend crash below $75,000 could take several months, rather than producing a quick rebound.

FTX users filed the lawsuit in 2023, accusing the law firm of playing “a key and crucial role” in “how the FTX fraud was accomplished.”

The reported World Liberty Financial deal, said to have been made four days before the president’s inauguration, would make the UAE company the largest shareholder

Ether has fallen despite strong fundamentals as leverage remained absent and precious metals diverted risk appetite, according to Fundstrat’s research head.

Tether first announced plans for an open-source mining OS in June last year, aiming to let Bitcoin miners “enter the game” without relying on expensive

RBA unanimous 25bp hike, lifts inflation forecasts and signals more tightening in 2026 RBA raises its cash rate by 25bp to 3.85%, as widely expected

Hyperliquid said the outcome trading feature would function like a form of derivatives trading without leverage, liquidations or margin calls.

Stablecoin issuer Tether said the initiative will help millions of users from emerging markets such as Africa, Latin America and Southeast Asia with global financial

Galaxy’s Alex Thorn says Bitcoin’s realized price is currently $56,000, a level it is likely to fall to without clear drivers to spark a rally.

ARK Invest increased exposure to Robinhood, Circle, BitMine, Bullish and other crypto-linked firms within several innovation and fintech-focused ETFs this week.

Spot crypto trading volumes have fallen by half since October as liquidity dried up and investor engagement weakened.

From yesterday: Non-farm payrolls delayed: US won’t release the January jobs report as scheduled on Friday This will just continue to paint a bad image

Prior +0.8% HICP +0.4% vs +0.6% y/y expected Prior +0.7% The estimates here are much softer than anticipated, with the headline reading being the weakest

EUROPEAN SESSION In the European session, the only highlight is going to be the French CPI report. The CPI Y/Y is expected at 0.6% vs

ING Germany expands crypto access with Bitwise ETPs and VanEck ETNs covering Bitcoin, Ether, Solana and other major digital assets.

Almost 89% of the family offices polled by JPMorgan report zero crypto exposure, with average allocations to digital assets and Bitcoin remaining well below 1%.

Elon Musk’s xAI is recruiting a crypto specialist to train its models in onchain data, market structure and real-world trading behavior.

Spot Bitcoin ETFs drew $562 million in inflows Monday, partially offsetting $1.5 billion outflows last week, while Ether ETFs remained in the red.

The return of spot Bitcoin ETF inflows could fuel a Bitcoin price recovery, as signs of a potential rebound to $80,000 and $85,000 emerge.

Jeffrey Epstein may have made a $3.2 million investment in Coinbase in 2014 and sold some of it for $15 million in 2018, according to

Bitcoin price correlation with PMI sparked disagreement among analysts after the latter spiked above 50 for the first time since 2022.

A Nevada judge has temporarily barred prediction market Polymarket from offering event contracts in the state, pushing back against claims that only the CFTC can

Xapo Bank’s Digital Wealth Report says borrowers are keeping Bitcoin-backed loans open longer during the product’s first year of activity.

Permissioned blockchains and centralized layer 2s rebuild intermediaries for tokenized assets. Based rollups inherit Ethereum security while enabling compliance.

USDJPY looks poised to revisit the intervention level as US data strengthens Oil prices plunge as US-Iran risks ease; market remains supported amid demand outlook

According to a note from Bank of America, their proprietary Global Equity Risk-Love indicator just surged to the 95th percentile last week. It’s an indicator

The Spanish Red Cross is rolling out RedChain, a privacy-preserving blockchain aid system that gives donors cryptographic proof of impact without exposing beneficiary identities.

A new report finds most crypto press releases come from high-risk projects, raising questions about disclosure, hype and market manipulation.

Bitcoin Magazine ING Deutschland Opens Retail Access to Bitcoin Exchange-Traded Products ING Deutschland, one of Germany’s largest retail banks, has begun offering retail clients access

German 30-year bund yields just rose to the highest since 2011, at 3.55% in something of a warning sign but let’s keep things in perspective:

The integration allows institutions to custody and settle assets on the privacy-enabled blockchain built for regulated financial markets.

The rollout provides access to tokenized US stocks, ETFs and commodities through Ondo GM tokens for non-US users on Ethereum, excluding 30 jurisdictions at launch.

Rails is betting that Stellar‑based smart contract vaults, onchain proofs and segregated collateral can make high‑speed perpetuals more palatable to institutions.

Solana price technicals suggest that the recent correction to $100 was a buy-the-dip opportunity as traders look for a recovery path toward $260.

Bitcoin Magazine Tether Launches Open-Source Bitcoin Mining Operating System Tether has open-sourced a new operating system for bitcoin mining, unveiling MiningOS (MOS) as part of

World Liberty launches a $3.4-billion stablecoin and lending platform, positioning it within onchain credit, collateralized loans and DeFi markets.

Bitcoin failed to attack $80,000 resistance as gold sought a $5,000 reclaim, while analysis argued that “crypto winter” began in January 2025.

Based on dollar-weighted flows, aggregate returns for investors in BlackRock’s iShares Bitcoin Trust have turned negative following Bitcoin’s recent sell-off.

As is usual for a Monday morning, market liquidity is very thin until it improves as more Asian centres come online … prices are liable

New CryptoQuant data shows how January’s US winter storm disrupted Bitcoin mining as operators curtailed power use amid grid stress.

China’s January PMI data point to a soft start to 2026, with weak domestic demand offsetting pockets of resilience in high-tech manufacturing. Summary: China’s official

China is doubling down on its long-term push to internationalise the yuan, but structural and policy constraints still limit its reserve-currency appeal. Summary: President Xi

Australia’s manufacturing sector started 2026 with stronger growth momentum, supported by rising orders, hiring, and improved confidence. Summary: Australia’s manufacturing sector expanded at a faster

Crypto bridge CrossCurve has told users to pause interacting with its protocol while it conducts an investigation into a smart contract breach.

Japan’s manufacturing sector returned to growth in January, posting its strongest improvement since 2022 as demand, output and hiring all rebounded. Summary: Japan’s manufacturing sector

The latest crash came after US President Donald Trump nominated Kevin Warsh to replace Federal Reserve chair Jerome Powell, sending Bitcoin down to $75,892 late

China’s private manufacturing PMI edged higher in January, but rising costs and weak confidence point to a fragile and uneven recovery. Summary: China’s private-sector manufacturing

India’s budget-driven derivatives tax hike is seen as a near-term equity headwind, with investors also disappointed by the lack of immediate measures to stem foreign

Summary: China’s official PMI data point to persistent domestic weakness at the start of 2026, according to analysis from ING. The official manufacturing PMI fell

Bitcoin’s decline is mirroring SaaS stocks, proving that it is unlikely a crypto-specific narrative is driving the recent selloff, one analyst argues.

A Moscow court has reportedly ordered BitRiver CEO Igor Runets to remain under house arrest as investigators pursue tax evasion charges.

Fitch sees India budget as growth-neutral as fiscal consolidation slows Bitcoin dip puts Strategy marginally underwater, but balance-sheet risks remain limited China PMI setback underscores

Vitalik Buterin said the current creator token model favors those already popular and rewards mass content creation over high-quality content.

Following its weekend rout, Bitcoin dropped to $74,600 on Monday, marking a nine-month low for the cryptocurrency.

The amount of crypto stolen in January is also a 214% increase from the month before, with a majority of the value lost due to

Nomura’s CFO, Hiroyuki Moriuchi, reportedly reaffirmed the company’s long-term commitment to digital assets but said it had to manage short-term risks.

Prior -0.6%; revised to -0.5% German retail sales closes out the year with a marginal increase, with the December estimate also being 1.5% higher than

Prior -0.4% UK house prices inched a little higher to start the year after a bit of a drop at the tail end of 2025.

EUROPEAN SESSION In the European session, we will get the final PMIs for the UK and the major Eurozone economies. The market reacts the most

Prior 49.6 This marks another marginal decline in Spain’s manufacturing activity, with the steepest decline in new orders for nine months seen. That was led

Prior 45.8 Swiss manufacturing activity continues to bounce back modestly but still continues to be in contraction territory for now. That being said, the output

The mood in the air this time around is vastly different to the shutdown we saw at the end of last year. That is because

Prior 47.9 Key findings: Softer falls in output and total new orders Outlook brightens as employment rises for first time in four months Charge inflation

Prior 50.7 French manufacturing activity picked up to start the year with the headline reading being a 43-month high. After a seven-month spell of decline,

Prior was 47.0 Key findings: Input cost inflation ticks up to 37-month high Comment: Commenting on the PMI data, Cyrus de la Rubia, Chief Economist

Bitcoin bets on Polymarket show elevated downside risk in 2026 as analysts point to bearish trends and tight US liquidity conditions.

Prior 48.8 Euro area manufacturing activity ticks up in January, moving closer to the growth threshold. Of note, manufacturing output increased in January for the

Prior 50.6 Key details: New export orders rise for first time in four years Business optimism at highest level since before 2024 Autumn budget Comment:

Hong Kong’s monetary authority said only a small number of stablecoin issuers will be approved initially, as application reviews near completion.

Bitcoin price action headed toward the 2021 bull market highs as crypto traders warned over a future sub-$50,000 BTC price bottom.

Crypto ETPs posted two consecutive weeks of outflows, totaling $3.43 billion and driving $1 billion in year-to-date losses, according to CoinShares.

Ether treasury firms are pressured by the crypto market downturn, as Trend Research was forced to sell $77 million in Ether at a loss, while

Binance kicked off its $1 billion SAFU conversion into Bitcoin with a $100 million purchase, shifting its user protection fund out of stablecoins and into

Popular opinion is missing the sea change in the UK’s crypto operating environment. Beneath regulatory criticism, the UK is accelerating its crypto evolution

XRP is below the average buy price of the past year, putting many holders in the red and increasing downside risk in the near term.

Headlines: Precious metals bounce back to trim losses on the day Has the bull market in gold ended? History suggests yes European stocks turn things

The Financial Supervisory Service said automated models now scan crypto trading activity across timeframes, reducing reliance on manual investigations.

I saw some interesting charts last week showing that Florida housing inventory was trending lower. It went against one of the strongest macro trends in

Bitcoin Magazine Strategy ($MSTR) Bought 855 Bitcoin Ahead of Weekend Market Crash, Holdings Hover Near Breakeven Strategy (MSTR) added 855 bitcoin to its balance sheet

Latest filings show Strategy bought 855 Bitcoin at about $88,000 each last week, as BTC briefly fell below its average cost for the first time

Warsh’s nomination as the new Fed chair has ignited US liquidity drought concerns, but his interest rate policy may hold the silver lining for risk

Best reading since May 2022 Prelim was 51.9 Prior was 51.8 Exports remained a source of demand weakness, The ISM manufacturing report is due at

Bitcoin Magazine Bitcoin Is Coming Off a Brutal Week. Here’s What’s Happening Bitcoin is stabilizing slightly today after one of its most punishing weeks in

Prior was 47.9 Prices paid 59.0 vs 59.0 expected (58.5 prior) Employment 48.1 vs 44.9 prior Production 55.9 vs 50.7 prior New orders 57.1 vs

Bitcoin printed its fourth red monthly candle in a row as BTC price dropped below $80,000, with traders dismissing the bull market returning.

Some crypto executives are explaining the nature of the business relationships with disgraced financier and sex offender Jeffrey Epstein.

India is exploring cross-border use of the e-rupee to reduce payment costs, improve trade settlement efficiency and expand the rupee’s global role.

Five New York officials reportedly said Tether and Circle had been incentivized to not work with law enforcement, allowing them to profit off crimes involving

From crypto mining to AI compute, former cryptocurrency miners are reshaping data center economics as Big Tech’s grip on infrastructure begins to loosen.

BitMine’s growing ETH losses highlight the risks of crypto treasury strategies as leverage unwinds and weak liquidity accelerates market downturns.

Bitcoin saw a sudden weekend liquidity cascade that took BTC price to near $75,000 for the first time since its April 2025 low.

Bitcoin Magazine Bitcoin Price Crashes to $75,000 Range As Broader Crypto Market Sells-Off Bitcoin price plunged to nearly $75,000 today during a continuous and sharp,

Bitcoin Magazine El Salvador’s Bitcoin Beach Hosts Global Summit: Strategies for Sustainable Bitcoin Circular Economies Emerge The Bitcoin Circular Economy Summit just took place in

SOL falls to lows not seen since April 2025, but Solana’s price-to-fundamentals gap and its wider correlation to macro markets may provide hope for investors.

FTX founder Sam Bankman-Fried said in a series of recent X posts that US President Donald Trump was “right on crypto,” while Joe Biden “bungled

Bitcoin advocate and accountant Rajat Soni warned, “Never trust a weekend pump or dump,” as Bitcoin plunged and over $2 billion was wiped from the

Solana-based DeFi platform Step Finance disclosed a treasury wallet breach that saw over $27 million in SOL moved onchain, sending its STEP token down more

An Abu Dhabi investment vehicle backed by Sheikh Tahnoon bin Zayed Al Nahyan, the UAE’s national security adviser, agreed to buy 49% of World Liberty

Bitcoin bear market history was “repeating,” said BTC price analysis after key support failed and realized price flipped to new resistance.

Real-time Truflation data show US price pressures easing, a shift that could reshape expectations for Fed policy and influence cryptocurrency and risk-asset markets.

Oil prices are marginally higher today as we watch and wait on Iran. Trump is out once again reminding everyone that an ‘armada’ is heading

The conditional approval moves the Latin American fintech into the bank organization phase as it seeks to expand regulated banking and crypto services in the

Bitcoin Magazine Bitcoin Rainbow Chart Signals ‘Fire Sale’ Zone as BTC Enters Undervalued Territory Bitcoin’s price has plunged into zones historically tagged by long‑term valuation

An official said that Hong Kong authorities would work on a draft framework, and had begun processing license applications for stablecoin issuers and addressing crypto

A wave of leveraged liquidations erased hundreds of billions in value, reshuffling Bitcoin’s standing among the world’s largest investable assets.

Proof-of-reserves shows assets at a single point in time, but it does not prove solvency, liquidity or sound governance. Here is what PoR misses and

Technical charts tilt toward further downside for Bitcoin and altcoins if BTC’s critical $80,000 fails to hold. Does data suggest that bulls are buying the

Europe narrows crypto tax gaps, US lawmakers revisit market structure, and institutions push DeFi into compliance territory.

Bitcoin Magazine Jamie Dimon Tells Coinbase CEO Brian Armstrong He’s ‘Full of Sh—’ in Davos Clash: WSJ Brian Armstrong, the CEO of Coinbase, found himself

The blank-check company has yet to name an acquisition target, but the listing creates a new public vehicle tied to the US-based crypto exchange.

Bitcoin short positions continued to pile up as BTC price dropped near $81,000, potentially providing the liquidation fuel for a revenge rally back above $90,000.

Brian Armstrong made the media rounds before and after he announced Coinbase was pulling its support for a major US crypto bill, reportedly facing off

CZ pushed back on claims that Binance fueled October’s historic $19 billion crypto liquidation event, calling allegations against the exchange “far-fetched.”

As the dollar weakens, investors are turning to gold — onchain and off — while Bitcoin increasingly plays a supporting role in hedging currency risk.

Trump nominates Kevin Warsh to be the next chairman of the Federal Reserve Fed’s Musalem: Further interest rate cuts not advisable Eyes on Iran this

The commission also singled out Hungary for failing to comply with the EU’s MiCA framework after an amendment to a local law.

Bitcoin Magazine Tennessee Lawmakers To Weigh Strategic Bitcoin Reserve Bill Tennessee lawmakers are considering legislation that would allow the state to hold bitcoin as part

Bitcoin Magazine Plan B Network Launches CypherTank, a Bitcoin Pitch Series Showcasing Builders and Ideas The Plan ₿ Network just announced the global premiere of

The fintech bank reported record quarterly revenue of $1 billion as it reintroduced crypto trading, launched a stablecoin and rolled out blockchain-based remittances.

Bitcoin options flashed extreme fear signals as the spot BTC ETF outflows rose, and the odds for a drop below $80,000 increased. Will dip buyers

Tether CEO Paolo Ardoino said the “structure behind” the company’s growth mattered more than its “scale” in 2025, as US Treasury holdings surpassed $122 billion.

Crypto sentiment platform Santiment said the “silver lining” in the current crypto market is the “extreme negativity” seen on social media.

The lawsuit alleges Marc Andreessen sold $118.7 million in Coinbase shares through Andreessen Horowitz, while CEO Brian Armstrong offloaded about $291.8 million.

ETF analyst Eric Balchunas said many people seem to be forgetting that Bitcoin “spanked everything so bad” in 2023 and 2024, while other asset classes

Ripple co-founder Chris Larsen and venture capitalist Tim Draper are backing Grow California, a new political effort aimed at countering union-backed wealth tax proposals.

Leverage has always been one of the most powerful and dangerous forces in financial markets. At its best, leverage amplifies liquidity, improves price discovery and

The US Treasury has sanctioned two UK-registered crypto exchanges tied to Iran’s financial system, marking the first time Washington has targeted digital asset platforms.

Activity on Solana has spiked as new AI tech makes it easier than ever to launch memecoins. Meanwhile, Ethereum is plugging away at future-proofing and

Bitcoin could start catching up to gold as soon as February, as traders anticipate BTC to recover from its record lows versus gold this year.

From venture rounds to onchain credit, capital is moving cautiously back into crypto as institutions focus on infrastructure and real-world use cases.

Bitcoin Magazine Crypto Market Structure Bill Advances Through Senate Agriculture Committee, No Democrats Vote In Favor In a narrowly divided party-line vote, The U.S. Senate

Bitcoin Magazine SEC Chair Paul Atkins to Make History as First Sitting Chair to Speak at The Bitcoin Conference in Las Vegas In somewhat of

Bitcoin Magazine Strategy Stock ($MSTR) Hits 52-Week Low As Bitcoin Craters Below $84,000 Strategy shares dropped as low as 10% today, currently trading at $142.88

Futures market liquidations, a sharp sell-off in US stocks and limited progress on talks to fund the US government were taking a toll on Bitcoin

The Series B extension values the New York–based crypto infrastructure company at about $1.5 billion and includes backing from institutional investors.

The raise underscores venture investors’ selective return to infrastructure-heavy crypto bets as DePIN struggles to move beyond early token launches.

A potential listing would further legitimize digital asset custody as core market infrastructure rather than a niche service following BitGo’s public launch.

The product offers exchange-traded exposure to JitoSOL with staking rewards embedded, as liquid staking ETFs remain under review in the United States.

NZ consumer confidence hit a four-year high as the key “big ticket purchase” gauge turned positive, but ANZ still sees only “par” growth amid offsetting

Bitcoin margin longs at Bitfinex exchange reached a two-year high prior to stocks and crypto selling off sharply. Should traders expect a rally or the

US lawmakers agreed to split DHS funding from other bills and use a two-week stopgap, easing near-term shutdown risks while immigration disputes remain unresolved. Senate

Tokyo area CPI data for January 2026. I’ll have more to come on this separately. For now, though, the dip back in headline and core

Trump threatened to decertify Canadian aircraft and impose a 50% tariff, accusing Canada of unfairly blocking certification of Gulfstream business jets. Summary: President Donald Trump

More data from Japan (below). I’ll have more to come on this separately. Earlier: Tokyo inflation cools in January, reducing BoJ rate hike urgency. Weight

UK business confidence dipped in January as global economic worries deepened, even as firms grew more optimistic about their own activity. Summary: UK business confidence

WSJ (gated) reported Trump and Senate Democrats struck a shutdown-avoidance deal that funds most agencies long-term while giving DHS a two-week stopgap to extend immigration

Bybit‘s market share climbed in 2025, even after it was hacked for $1.5 billion, while trading volumes on the top 10 exchanges rose by 7.6%

Messari reports that institutions put millions of dollars into Avalanche last year, but it didn’t help its token, which fell by nearly 60% in the

The Optimism blockchain will begin to sell half of its Superchain revenue to buy back its own token starting next month, with the tokens held

Trump warned Britain against deepening China ties just as Starmer hailed progress from a rare UK prime ministerial visit to Beijing. Summary: President Donald Trump

While The DAO has an “incredible” team that could build security projects themselves, they would rather focus on security distribution methods, says Griff Green.

Morgan Stanley sticks with Nvidia, says underperformance is overblown Trump warns UK over China ties as Starmer hails diplomatic reset USD higher everywhere. Crypto particularly

Securitize’s latest SEC filing showed that the company’s revenue increased nearly tenfold year-over-year as institutions experiment with tokenization.

Bitcoin plunged to a nine-month low as geopolitical tensions, tariff threats, and tech earnings concerned traders, triggering billions of dollars worth of long liquidations.

Kevin Warsh, seen as a more hawkish Federal Reserve chair pick, previously said Bitcoin could serve as a check on fiscal policy decisions.

Bitcoiners hoping for a big rotation from gold and silver might be chasing the wrong signal, says Benjamin Cowen.

Circle has flagged scaling its payments network and institution-focused blockchain as a 2026 priority as companies look to examine how to use stablecoins.

Market players will be watching precious metals closely as we look to wrap up January trading. That will not only have an impact in the

Prior +0.5% GDP +1.1% vs +1.2% y/y expected Prior +0.9% The headline reading meets estimates as the French economy grew slightly in the final quarter

Prior +0.5% The year-on-year reading for December was for a decline of 2.3%, marking the sharpest year-on-year drop since March 2024. And overall in 2025,

EUROPEAN SESSION In the European session, we will get lots of tier one data points including GDP for France, Spain, Germany, Eurozone and CPI for

Prior +0.6% As has been the case for quite some time now, Spain continues to be one of the bright spots in the euro area

Prior +2.9% HICP +2.5% vs +2.4% y/y expected Prior +3.0% Headline annual inflation shows some added volatility, with it reflecting a marked drop in January.

A final court order transfers the legal title of seized cryptocurrency and assets to the US government, closing a case tied to Helix’s operations from

Prior 3k Unemployment rate 6.3% vs 6.3% expected Prior 6.3% German unemployment was unchanged in January with the jobless rate keeping steadier to start the

Prior 0.0% As a whole, the German economy also posted 0.3% growth in GDP for the year 2025. That as private and government consumption expenditures,

The other German state releases around the same time as per the following: Hesse CPI +% vs +2.2% y/y prior North Rhine Westphalia CPI +2.0%

Prior +0.1% The Italian economy continues to hold up modestly and reaffirm more resilience to end the final quarter of last year. Overall, the economy

Inflation expectations: 1-year ahead 2.8% vs 2.8% prior 3-year ahead 2.6% vs 2.5% prior 5-year ahead 2.4% vs 2.2% prior – the highest since the

Bybit’s upcoming neobank launch via Tether-backed Pave Bank highlights the regulatory hurdles and challenges that crypto exchanges face when entering traditional finance.

Prior +0.3% It’s a story of resilience in the euro area and that is reaffirmed by the headline estimate above. The economy has proved the

BTC could drop to as low as $50,000 in the worst-case scenario after BTC price failed to hold the important $84,000 support level.

The shift will take Binance’s insurance-style fund out of US dollar-pegged assets and into Bitcoin within 30 days, raising questions about user protection.

Still, Bitcoin often rebounds toward its energy value after long downtrends, with one model pointing to a fair price near $121,000.

The move comes as the Ethereum Foundation enters a period of “mild austerity” while sticking to its core technical roadmap, Buterin said.

A tentative deal in Washington has eased some shutdown fears, but with key votes still pending, crypto, gold and silver are trading through liquidity jitters

DeFi’s composability creates cascading exploit risks while protocols handle risk idiosyncratically. Institutional adoption demands TradFi-style standardized frameworks.

US spot Bitcoin ETF flows turned negative for January after a series of outflows this week totaling nearly $1 billion, data from SoSoValue shows.

Headlines: Silver sinks below $100, gold tumbles below $5,000 Precious metals continue to tumble as the heavy selling continues Silver dropped by more than 20%

Prior +1.8% HICP +2.1% vs +2.0% y/y expected Prior +2.0% Core CPI Y/Y +2.5% vs +2.4% prior Full report here Slightly higher than expected figures

Bitcoin Magazine Trump Names Bitcoin-Friendly Kevin Warsh as Pick for Federal Reserve Chair President Donald Trump on Friday announced Kevin Warsh as his nominee to

Ethereum slipped under $2,800 as charts and onchain data suggested downside risk remains elevated, with a potential move toward $2,100.

Prior was +3.0% PPI M/M +0.5% vs 0.2% expected Prior +0.2% Core PPI Y/Y +3.3% vs +2.9% expected Prior +3.0% (revised to 3.1%) Core PPI

Prior -0.3% December preliminary GDP +0.1% StatCan notes that Real GDP was essentially unchanged in November following a 0.3% decline in October, as contractions in

US President Donald Trump nominated former Fed Governor Kevin Warsh to replace Jerome Powell as Federal Reserve chair, setting up a Senate confirmation fight.

Bitcoin’s MVRV Z-score printed record lows on a rolling two-year basis, making BTC price more “undervalued” than at the pit of past bear markets.

Bitcoin Magazine Binance to Move $1 Billion User Protection Fund Into Bitcoin  Binance said Friday it will convert the stablecoin holdings in its $1 billion