1. Arthur Hayes on the AI-related credit crisis

Arthur Hayes warns of an imminent credit crisis driven by artificial intelligence, predicting consumer loan losses of $330 billion and a tightening of credit conditions on the US dollar. While the price of Bitcoin has fallen since October 2025, its divergence from the stable Nasdaq index indicates the market's sensitivity to liquidity changes, which could lead to the printing of large amounts of money and a rise in the price of Bitcoin. Link

2. Bithumb suspends XION services

Bithumb temporarily suspended deposits and withdrawals for XION to support the scheduled upgrade of the Xion mainnet, which is a standard security protocol to ensure wallet compatibility. Although trading continues effectively, the suspension that began at 9:00 AM UTC is considered a strategic halt to achieve critical network development and long-term progress. Link

🐋 Whale movements

Asset management company K3 Capital acquired 10,000 Ethereum worth $20.08 million, and deposited the entire amount in Aave. This significant institutional move, analyzed by @ai_9684xtpa, indicates strong confidence in the Ethereum ecosystem and the growth of its real-world assets (RWA), which could affect demand dynamics in the medium term

Arthur Hayes deposited 1,000 Ethereum ($1.99 million) in Bybit 10 hours ago

Asset management company K3 Capital acquired 10,000 Ethereum ($20.08 million) and deposited it in Aave

A long-term Ethereum pioneer deposited 14,183 Ethereum ($42 million) in Coinbase after holding it since Ethereum was priced at $12 nine years ago