Open letter from the CEO of Binance to 300 million users
With the end of 2025, Binance co-presidents – Yi He and Richard Teng – published an open letter to over 300 million users of the platform worldwide.
The document summarized Binance's key achievements and emphasized the role of the community in building the exchange's position. Binance leaders with an important message The letter highlighted the scale of Binance's operations, which solidified its position as the largest global cryptocurrency platform in 2025, both in terms of the number of users and technological infrastructure.
Binance has launched Binance Junior – a new cryptocurrency application designed for children and teenagers, managed by parents. How to teach children investing from scratch? The solution aims to help families safely build savings and gradually introduce younger users to the world of digital assets. Binance Junior is intended for users aged 6 to 17, and in jurisdictions where the age of majority is reached at 21, even up to 20 years old. The child's account remains fully under the control of the parent or guardian, who manages access, features, and activity in the app.
Stole crypto worth 11 million USD… and now demands half of the estate in court
This story sounds like a movie, but it's a real lawsuit. The widow of a country legend fights for cryptocurrencies, and the alleged thief is going after 'his'. Romance, manipulation, and a disappearing Ledger Nancy Jones, widow of George Jones, claims she was manipulated and robbed of cryptocurrencies worth over 11 million USD (mainly XRP). At the center of the case is Kirk West, who allegedly entered into a relationship with Jones, presenting himself as a 'crypto expert' and convincing her to invest in many projects — from XRP to ETH, DOGE, SHIB, or even Terra.
Central banks enter the political game against Trump
Almost the entire 'banking world' supported Jerome Powell in the clash with Trump. The Bank of Japan was the only one to break ranks — and that says more than it seems. Is the independence of central banks under threat? After information about the investigation regarding Powell's testimony on the costs of renovating Fed buildings, part of the market interpreted this as political pressure on the central bank. Powell suggests that it is about pressure for rate cuts.
In response, the heads of many central banks signed a joint statement supporting Powell — including the ECB, the Bank of England, the Bank of Canada, and several other institutions. The Bank of Japan did not join. According to sources, the reason is related to relations with the USA and reluctance to engage in a dispute that Trump could use against Tokyo.
Ledger introduces 'BTC yield'. Profit from Bitcoin without selling — where's the catch?
Ledger has launched a feature in the app to generate income from BTC. This is not Bitcoin staking, but a structure based on tokenization and DeFi. LBTC, integrations, and additional layers of risk The new feature works in the Ledger Wallet through the Discover section and is based on integrations with Lombard and Figment. A key element is LBTC — a token backed by Bitcoin that aims to generate income in BTC while maintaining exposure to the price.
Ledger emphasizes that Bitcoin does not have native staking, so the 'yield' comes from the economic structure on other layers/protocols (including in the context of Babylon). In practice, the user signs a set of transactions, transfers BTC to the specified infrastructure, and receives a token that generates income.
The 'privacy' sector has gotten a second wind after the XMR and ZEC rally. Now DASH is back in the game with impressive volume. Price movement, volume, and a specific catalyst
DASH has grown in a few days from around 37–38 USD to nearly 90 USD, and the daily volume reached about 1.3 billion USD. This places it among the most traded assets associated with privacy.
The rally fits into a broader narrative: there is increasing pressure on AML/KYC, on-chain monitoring, and fatigue with a world where every transaction is 'under scrutiny.' Importantly, DASH also received a practical boost: Alchemy Pay launched a global fiat on-ramp allowing the purchase of DASH with local methods in 173 countries.
BitMine packs 200 million USD into MrBeast's company. Is DeFi entering pop culture?
This is one of the most unexpected investments in crypto this year. The ETH treasury is betting on a global creator and a business that wants to flirt with DeFi. Beast Industries is looking towards finance on the blockchain. BitMine Immersion Technologies announced an investment of 200 million USD in Beast Industries, the business umbrella of Jimmy Donaldson (MrBeast). Not only are media involved, but also consumer brands and a platform that aims to enter financial products based on blockchain.
The head of BitMine, Tom Lee, speaks of a 'creator of the generation' and unprecedented reach among Gen Z and Gen Alpha. Meanwhile, Beast Industries indicates that it is considering DeFi implementations as part of financial services. Previous trademark applications related to crypto exchange, payments, and banking are also surfacing.
Ethereum is experiencing a boom in new users. A record 2.8 million transactions daily
ETH may not be making daily fireworks in price, but on-chain is clearly accelerating. Glassnode shows a jump that looks like an influx of fresh blood into the network. Stablecoins are driving traffic in Ethereum According to Glassnode data, in the last 30 days, the 'activity retention' in the cohort of new addresses has significantly increased — from around 4 million to around 8 million. This is important because it suggests an influx of wallets that have actually started using Ethereum, rather than just 'old accounts doing more of the same.'
Polygon cuts jobs after acquisitions for 250 million USD. What's really going on?
First loud acquisitions, then layoffs. Polygon speaks of a 'strategic pivot', but the market also reads this as a signal: even top projects are tightening their belts. Pivot to payments and consolidation of roles
Polygon Labs has confirmed staff reductions as part of a reorganization. CEO Marc Boiron explains that this is not a matter of employee performance, but rather a result of a new direction: Polygon wants to focus on payments, stablecoins, and the mission of 'moving all money onchain'.
The context is indeed sharp: the company had just announced the acquisitions of Coinme and Sequence for a total of approximately 250 million USD. The integration of new teams is expected to lead to 'role overlap', which is a classic pretext for cuts following M&A. Market sources suggest that the scale of the reductions could reach as much as 30%.
Token massacre: in 2025, millions of crypto projects 'died'
CoinGecko presented data that looks like a battlefield report. The market made a ruthless selection — and at a pace we had not seen before. Emission is easy, survival – brutally difficult The report from CoinGecko shows that from 2021 to the end of 2025, more than half of the tokens tracked on GeckoTerminal became inactive. The strongest blow came in 2025, when the number of 'dead' projects reached a record high — especially in Q4, when the rate of failures was expected to reach tens of thousands daily.
Jefferies removes BTC from portfolio. Reason? 'Quantum risk'
One of the loudest model portfolios has just bid farewell to bitcoin. The analyst states plainly: the threat could be 'existential' for the thesis of BTC as a store of value. Bitcoin converted to gold
Christopher Wood from Jefferies removed 10% of the allocation in bitcoin from the 'GREED & fear' portfolio, dividing it equally between physical gold and shares of gold mining companies. This is a strong signal because Wood has been one of those institutional strategists who have allowed BTC into the 'model' basket for years.
CryptoQuant dampens the euphoria: 'This is not a bull market, it's a trap!'
BTC looks strong, but on-chain data says otherwise. CryptoQuant warns that the market might be setting a classic trap for bulls. On-chain data does not confirm a trend change Mood improvements have returned to the charts: The Fear and Greed Index has once again shown 'greed', and inflows into ETFs have helped Bitcoin approach around 97 thousand USD. The problem is that CryptoQuant does not see the typical fuel for a new bull market here.
According to analysts, spot demand remains weak, and BTC still has not regained the key barrier that the platform treats as the border between a bull and bear market — the 365-day moving average (currently around 101 thousand USD). In the past, dropping below this zone often indicated that increases become 'corrective' rather than trending.
ETFs took away the 'crypto premium'. Novogratz: treasure companies must rebrand or disappear
The model of exchange-traded companies that 'simply hold BTC/ETH' is starting to grate. Mike Novogratz states plainly: if a company doesn't build a real business, merely holding assets will no longer be sufficient, as ETFs have given investors a simpler alternative. ETFs have eliminated part of the premium that once applied to crypto treasure companies — the market no longer wants to pay extra for mere exposure. Around 40% of 'bitcoin treasure companies' are now valued below NAV, and Novogratz suggests: short-term buybacks + long-term business development.
Ethereum in a sentiment slump. Santiment: 'This looks like before the last big breakout'
Sentiment around ETH on social media is turning heavy again — and according to Santiment, it resembles the situation before the previous strong rally. Paradoxically, it's precisely 'bad sentiment' that often fuels the market when it starts to turn. Santiment sees similarities between the current sentiment and the period before the big ETH surge in 2025.
The market is caught between a bull and bear phase: fear dominates, but fundamentals and narratives (e.g. staking) remain hot.
Pensions in Bitcoin? Russians are starting to ask... and more frequently
The Russian Social Fund acknowledges that it is increasingly receiving questions about receiving benefits in cryptocurrencies. It sounds absurd, but it reveals something important: the adoption of digital assets is penetrating even discussions about the pension system. The Fund has recorded a growing number of inquiries about pensions in crypto and the impact of mining on benefits.
Russia is among the largest crypto markets in Europe, and on-chain activity and DeFi growth are advancing faster than in many countries in the region. Where does this trend come from, given that benefits are already in rubles?
Monero reaches a new all-time high. Privacy returns as a 2026 trend?
Monero (XMR) did something few had on their radar: a new all-time high, despite the broader market moving sideways. This looks like more than a random candle — the privacy narrative is once again attracting capital. XMR broke through ~598 USD and is strongly positive year-to-date. Demand for privacy coins is growing in the shadow of regulations, cash outflows, and increased control over payments.
Why is XMR rising more strongly than the rest of the market? The new XMR record is the result of two forces. First: privacy projects already looked relatively defensive by the end of 2025 — during uncertain times, some capital rotates to places where the 'use-case' is clear.
Jerome Powell in the crosshairs of prosecutors. Is the Fed under political pressure?
Jerome Powell confirmed that prosecutors are investigating his Senate testimony. Officially, it concerns renovation costs of Fed buildings — unofficially, the question arises: is the White House trying to pressure the central bank?
The investigation concerns Powell's testimony and cost overruns on a renovation project worth approximately $2.5 billion. Powell suggests political pressure — and the market sees risks to the Fed's independence. Renovation or pretext? The stakes may be the Fed's independence Powell stated that the Fed received a subpoena (a major grand jury matter), and the investigation will examine whether the chairman misled senators regarding the scale and costs of renovations to the Washington headquarters.
Crypto Twitter Censored? CryptoQuant CEO: 'X Would Rather Block Crypto Than Fight Bots'
The founder of CryptoQuant claims X is reducing reach and blocking crypto content instead of targeting bots and spam. The problem is worsening because AI makes 'account factories' cheaper and more effective than ever. Ki Young Ju talks about 'algorithmic repression' against crypto content following the spam explosion. Paid verification was meant to filter quality, but — according to critics — enabled bots to 'pay for spam'.
Why doesn't Elon Musk want crypto on X? Ki Young Ju highlighted the spike in automated activity around crypto hashtags and the number of posts that appear unnatural.
2) Bitcoin above $90,000, and analysts warn of a drop to $70,000
BTC remains above $90,000 despite political tensions and macroeconomic uncertainty. However, an increasing number of technical analysts argue that a pattern is forming on higher timeframes, which often ends in a stronger correction.
Three classic bearish signals appear simultaneously on the weekly and monthly charts. Even if BTC rebounds to $97,000–$107,000, some analysts still see a scenario of a drop down to around $70,000 (or ~$68,000). Three red flags on the BTC chart
Paris dims the lights before the start. Two major crypto conferences canceled 'on the final stretch'
Just weeks before the deadline, two major industry events in Paris – NFT Paris and RWA Paris 2026 – were canceled. Organizers cite a 'market collapse,' but behind the scenes, a topic no one wants to openly discuss is growing: participant safety. NFT Paris and RWA Paris 2026 are disappearing from the calendar – organizers failed to close the budget despite cost cuts.
Meanwhile in France, there is a rising wave of brutal crimes against individuals associated with cryptocurrencies, changing the approach to public events.