🇺🇸 Breaking: A new controversy has surfaced involving alleged theft of millions in crypto assets from US government-controlled wallets.
Blockchain investigator ZachXBT claims that John “Lick” Daghita, son of a CEO of a firm handling seized crypto, may be linked to the funds. The probe traces wallets tied to assets seized after the Bitfinex hack.
🇸🇦 Ripple partners with Jeel, supported by Riyad Bank, to advance blockchain use cases aligned with Saudi Arabia’s Vision 2030. The move reflects increasing interest from regional financial institutions in blockchain-based solutions.
Ethereum & Solana are projected to dominate by 2026.
Solana’s strong community culture boosts its ecosystem, while Ethereum attracts institutional adoption. What project do you think will see the most growth?
XRP is evolving beyond payments. Flare Networks unlocks smart contract functionality for XRP, enabling enterprise-grade use cases and institutional participation. How do you see XRP transforming in the next year?
Market Analysis: Bitcoin Reacts to Tariff Uncertainty
Bitcoin's recent pullbacks are closely linked to rising economic uncertainty regarding Trump's tariff policies.
Market Drivers: • Risk-Off Behavior: Investors are cutting exposure to risk assets amidst geopolitical tension. • Selling Pressure: BTC is reacting as the "first sell" during these uncertainty spikes.
Data Insights: Exchange inflows have increased, but the data characterizes these movements as temporary. This signals short-term trader caution rather than a deep bearish trend reversal.
The widespread expectation of a "BTC → ETH → Altseason" capital rotation has failed to materialize in the 2024–2025 cycle.
Why the 2021 Model Failed: Investors mistook the 2021 cycle—driven by aggressive QE and fiscal stimulus—for the standard market structure. Without that specific liquidity injection, the rotation mechanics have broken down.
Macro Liquidity is King: • Historical data shows altcoins only outperform during liquidity expansion. • QT (Quantitative Tightening) officially ended in December 2025. • Recovery Lag: In past cycles, meaningful altcoin trends lagged liquidity shifts by 6–18 months.
Conclusion: We are currently moving through a phase of market acceptance. The strategy must shift from anticipating a "Monaco-style" blow-off top to respecting the current liquidity constraints.
On-chain data shows: • Whale accumulation is increasing • Exchange supply is at 2-year lows • Network activity is rebounding fast • Stablecoin liquidity just hit an all-time high Price is down, but fundamentals are heating up. Is this a dip… or a setup for recovery?
Memecoin trading volume spikes — analysts say momentum may be cooling
Memecoin trading volume briefly surged to $5.6B (+106%), while total market cap dropped 6%, signaling profit-taking rather than fresh inflows, according to analysts. Kronos Research notes that rising volume alongside falling market cap often reflects short-term flipping and capital rotation, not renewed bullish momentum. After the spike, volume quickly cooled to $3.6B, suggesting speculative activity may already be fading. 📊 Memecoins remain highly sensitive to liquidity conditions and Bitcoin’s broader trend.
According to Glassnode, Bitcoin’s internal market conditions are showing early improvement. Spot volumes are rising and sell-side pressure has declined, indicating reduced distribution from sellers. However, demand remains fragile as BTC slipped below $93,000 amid broader macro uncertainty linked to escalating US–EU trade tensions. Analysts note that Bitcoin remains in a consolidation phase, but improving buy-side dynamics and ongoing institutional accumulation suggest gradual market rebuilding rather than capitulation.
My Auto-Invest Results: Why Stacking Beats Timing the Market
I compared three Auto-Invest runs across different platforms: • BTC Performance: 2025 saw a wide range from $74.5K to an ATH of $126K. • Adoption: Recent polls show a majority of CMC users now favor Auto-Invest over manual trades.
Portfolio Breakdown: • Bybit: Weekly BTC DCA yielded ~5% gain on 4,000 USDT. • Binance: A multi-asset basket (BTC/ETH/SOL) reached 7–8% total returns. • WhiteBIT: BTC/ETH plans with specific price bands delivered low-double-digit gains.
Unrealized Profit: ~600 USDT. The "buy lower later" mindset caused many to miss the 2025 rally.
Data shows Solana now has $873M in Real World Assets. Products like ONDO are taking a large share. SOL ETFs also received $765M in institutional money. But RWAs need strict compliance and identity verification. IOTA provides the solution for this. IOTA keeps trade documents and legal proofs on-chain. Solana provides the speed. IOTA provides the verification.
The market has suffered a severe setback, with BTC dumping to ~$91,900.
The Mechanics: The move was triggered by the U.S. vs. E.U. trade tensions regarding Greenland. However, the depth of the drop was caused by Leverage. • ~$500M liquidated in just 60 minutes. • Total 24h liquidations approaching $850M.
This is a leverage reset. The "Risk-Off" macro environment (Gold making ATHs) is forcing a repricing of risk assets like BTC.
Bitcoin is showing signs of growing downside risk after US selling pressure intensified, pushing the Coinbase Premium Gap to a one-year low. This metric suggests that US investors are selling more aggressively than global traders — a pattern that has historically preceded price corrections. Notably, this selling occurred during a US market holiday, indicating that pressure did not come from spot Bitcoin ETFs, but from direct market participants. From a technical perspective, BTC is trading within a rising wedge formation, often considered a bearish setup during corrective rallies. A confirmed breakdown could expose price levels near $80,000, based on historical reactions. Meanwhile, geopolitical tensions and broader macro uncertainty continue to weigh on risk assets, reinforcing cautious market sentiment. 🔎 As long as Bitcoin remains below key resistance levels, volatility and downside risk remain elevated.
Bitcoin Slides Below $90K as Geopolitical Tensions Rise and Bearish Signals Emerge
Bitcoin fell below the $90,000 level following escalating geopolitical tensions after reported U.S. airstrikes in Venezuela. BTC is currently trading near $89,939, with on-chain and technical indicators suggesting a potential shift toward a bearish phase. Market sentiment weakened as hopes for a short-term rebound faded. Analysts noted increasing risk aversion across markets, with Bitcoin struggling to reclaim key support levels amid global uncertainty. Technical analysis highlights similarities to early 2022, when BTC lost the 50-week SMA, briefly retested resistance, and then continued lower. While a short-term recovery toward the $103K area remains possible, historical patterns warn of deeper downside risk if bearish momentum persists. On-chain data from CryptoQuant shows Supply in Profit at 68.85%, a level typically seen during late-cycle transitions. Analysts note this metric has been trending lower since October 2025, signaling market exhaustion rather than a temporary pullback. Rising geopolitical risks and deteriorating macro conditions continue to pressure risk assets, increasing the likelihood of extended consolidation or a broader market downturn. #bitcoin #BTC #CryptoMarkets #Macro #OnChainAnalysis
Bitcoin ended Q4 2025 with a 23.07% decline, marking its second-worst fourth-quarter performance on record, according to CoinGlass data. Historically, Q4 has been Bitcoin’s strongest period, with an average return of 77.07% and a long-term median of 47.73% since 2013. However, the seasonal trend failed in 2025 as selling pressure intensified after October, erasing earlier gains. Ethereum mirrored the broader market weakness, posting a 28.28% loss in Q4, ranking as its fourth-worst fourth quarter historically. Capital outflows extended across major digital assets, including DeFi and infrastructure tokens, while trading volumes declined into late December. Analysts note that 2025 closed without the typical year-end rally, reshaping expectations around Bitcoin’s seasonal performance and late-cycle behavior.