Steven Walgenbach
Crypto journalist, analyst, developer and CEO | Ecoinimist founder | Interchainge founder | Twitter - @__CryptoSteve and @ecoinimist
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France’s Banking Giant Brings Crypto to the Masses
One of Europe’s largest retail banking groups is making a decisive move into digital assets. BPCE is rolling out in-app trading for Bitcoin, Ethereum, Solana, and USDC across its core retail brands, Banque Populaire and Caisse d’Épargne, giving millions of everyday banking customers direct access to crypto inside their existing mobile apps. The phased launch, which begins with select regional banks, is expected to reach around two million users initially, with a full national rollout planned to ultimately serve up to 12 million customers across France by 2026.
The service will be operated by Hexarq, BPCE’s dedicated crypto subsidiary, allowing users to buy, sell, and hold digital assets through a separate crypto account embedded directly in their banking interface. This removes the need for external exchanges, third-party wallets, or complex onboarding processes—significantly lowering the barrier to entry for traditional customers who may have previously been hesitant to engage with crypto markets. The account will carry a small monthly fee, along with transaction commissions, positioning the offering as a convenience-driven, fully regulated alternative to standalone crypto platforms.
BPCE’s move places it firmly among the front-runners of Europe’s traditional banking sector as competition intensifies from crypto-native fintechs like Revolut and established banks such as BBVA, which have already integrated crypto trading and custody into their own apps. Across Europe, legacy institutions are increasingly racing to retain younger, digitally native clients who expect seamless access to digital assets alongside conventional financial products.
The rollout also comes amid shifting regulatory and tax discussions in France, where lawmakers are debating how cryptocurrencies should be categorized and taxed as part of broader wealth-tax reforms.
#CryptoBanking #France #DigitalAssets $SOL $ETH $BTC #BPCE
One of Europe’s largest retail banking groups is making a decisive move into digital assets. BPCE is rolling out in-app trading for Bitcoin, Ethereum, Solana, and USDC across its core retail brands, Banque Populaire and Caisse d’Épargne, giving millions of everyday banking customers direct access to crypto inside their existing mobile apps. The phased launch, which begins with select regional banks, is expected to reach around two million users initially, with a full national rollout planned to ultimately serve up to 12 million customers across France by 2026.
The service will be operated by Hexarq, BPCE’s dedicated crypto subsidiary, allowing users to buy, sell, and hold digital assets through a separate crypto account embedded directly in their banking interface. This removes the need for external exchanges, third-party wallets, or complex onboarding processes—significantly lowering the barrier to entry for traditional customers who may have previously been hesitant to engage with crypto markets. The account will carry a small monthly fee, along with transaction commissions, positioning the offering as a convenience-driven, fully regulated alternative to standalone crypto platforms.
BPCE’s move places it firmly among the front-runners of Europe’s traditional banking sector as competition intensifies from crypto-native fintechs like Revolut and established banks such as BBVA, which have already integrated crypto trading and custody into their own apps. Across Europe, legacy institutions are increasingly racing to retain younger, digitally native clients who expect seamless access to digital assets alongside conventional financial products.
The rollout also comes amid shifting regulatory and tax discussions in France, where lawmakers are debating how cryptocurrencies should be categorized and taxed as part of broader wealth-tax reforms.
#CryptoBanking #France #DigitalAssets $SOL $ETH $BTC #BPCE
South Korea Moves to Put Crypto Exchanges on the Same Legal Footing as Banks
South Korea is preparing one of the most aggressive accountability frameworks the global crypto industry has seen, as regulators move to hold digital asset exchanges to the same strict no-fault liability standards applied to traditional banks and electronic payment firms. The push is being led by the Financial Services Commission, which is proposing that crypto platforms be legally required to compensate users for losses caused by hacks or system outages—regardless of whether the exchange itself is found directly at fault.
The regulatory shift follows a major security breach at Upbit, operated by Dunamu, where attackers allegedly siphoned off roughly 104 billion Solana-based tokens in under an hour, an incident valued at around $30 million. That breach acted as a catalyst for lawmakers already alarmed by a growing pattern of technical failures and service disruptions across Korea’s largest exchanges.
Data submitted by the Financial Supervisory Service shows that since 2023, the country’s top five exchanges have collectively reported 20 system failures, impacting more than 900 users and causing billions of won in losses. Under the proposed regime, fines for security lapses could surge to as much as 3% of an exchange’s annual revenue—bringing crypto platforms in line with the penalty structure used for banks.
Beyond compensation rules, the reforms are expected to mandate significantly higher cybersecurity standards, stricter operational reliability requirements, and faster incident response protocols. Together, these measures signal a decisive policy shift: crypto exchanges in South Korea are no longer being treated as experimental tech platforms, but as core financial infrastructure with systemic responsibility to protect users.
#CryptoRegulation #SouthKorea #DigitalAssets
South Korea is preparing one of the most aggressive accountability frameworks the global crypto industry has seen, as regulators move to hold digital asset exchanges to the same strict no-fault liability standards applied to traditional banks and electronic payment firms. The push is being led by the Financial Services Commission, which is proposing that crypto platforms be legally required to compensate users for losses caused by hacks or system outages—regardless of whether the exchange itself is found directly at fault.
The regulatory shift follows a major security breach at Upbit, operated by Dunamu, where attackers allegedly siphoned off roughly 104 billion Solana-based tokens in under an hour, an incident valued at around $30 million. That breach acted as a catalyst for lawmakers already alarmed by a growing pattern of technical failures and service disruptions across Korea’s largest exchanges.
Data submitted by the Financial Supervisory Service shows that since 2023, the country’s top five exchanges have collectively reported 20 system failures, impacting more than 900 users and causing billions of won in losses. Under the proposed regime, fines for security lapses could surge to as much as 3% of an exchange’s annual revenue—bringing crypto platforms in line with the penalty structure used for banks.
Beyond compensation rules, the reforms are expected to mandate significantly higher cybersecurity standards, stricter operational reliability requirements, and faster incident response protocols. Together, these measures signal a decisive policy shift: crypto exchanges in South Korea are no longer being treated as experimental tech platforms, but as core financial infrastructure with systemic responsibility to protect users.
#CryptoRegulation #SouthKorea #DigitalAssets
Ethereum’s Quiet Supply Crisis Is Rewriting the Market Setup
Ethereum is now entering the tightest supply environment in its history, as exchange balances collapse to record lows and more ETH is systematically pulled out of liquid circulation. New on-chain data from Glassnode shows that just 8.7% of total ETH supply is currently held on centralized exchanges — the lowest level ever recorded since Ethereum launched in 2015. That figure has remained near historic lows in recent days, reflecting a structural shift in how ETH is being stored, used, and accumulated.
Market researchers at Milk Road describe the situation as Ethereum’s tightest supply phase ever, noting that this is a level the market has never experienced before. Unlike previous cycles where exchange balances remained relatively high, today’s outflows are being driven by a powerful mix of staking, restaking, Layer-2 adoption, DeFi collateral usage, long-term institutional custody, and digital asset treasury accumulation. Each of these forces removes ETH from active trading pools and locks it into systems where it is far less likely to be sold quickly.
Technical signals are now starting to reflect that underlying shift. Analysts tracking On-Balance Volume recently flagged a major OBV breakout, often interpreted as early evidence of growing spot demand beneath the surface. Even as ETH faces short-term resistance near key psychological levels, price continues to hold critical zones according to CoinGecko data, keeping the broader bullish structure intact. At the same time, the ETH/BTC pair has broken its long-standing downtrend, suggesting that capital rotation toward Ethereum may already be underway.
What makes the current setup especially compelling is the disconnect between sentiment and fundamentals. While market mood remains cautious after months of volatility, supply continues to tighten quietly in the background.
#Ethereum #CryptoMarkets #DigitalAssets $ETH
Ethereum is now entering the tightest supply environment in its history, as exchange balances collapse to record lows and more ETH is systematically pulled out of liquid circulation. New on-chain data from Glassnode shows that just 8.7% of total ETH supply is currently held on centralized exchanges — the lowest level ever recorded since Ethereum launched in 2015. That figure has remained near historic lows in recent days, reflecting a structural shift in how ETH is being stored, used, and accumulated.
Market researchers at Milk Road describe the situation as Ethereum’s tightest supply phase ever, noting that this is a level the market has never experienced before. Unlike previous cycles where exchange balances remained relatively high, today’s outflows are being driven by a powerful mix of staking, restaking, Layer-2 adoption, DeFi collateral usage, long-term institutional custody, and digital asset treasury accumulation. Each of these forces removes ETH from active trading pools and locks it into systems where it is far less likely to be sold quickly.
Technical signals are now starting to reflect that underlying shift. Analysts tracking On-Balance Volume recently flagged a major OBV breakout, often interpreted as early evidence of growing spot demand beneath the surface. Even as ETH faces short-term resistance near key psychological levels, price continues to hold critical zones according to CoinGecko data, keeping the broader bullish structure intact. At the same time, the ETH/BTC pair has broken its long-standing downtrend, suggesting that capital rotation toward Ethereum may already be underway.
What makes the current setup especially compelling is the disconnect between sentiment and fundamentals. While market mood remains cautious after months of volatility, supply continues to tighten quietly in the background.
#Ethereum #CryptoMarkets #DigitalAssets $ETH
Bitcoin Finally Breaks Free From the Tulip Bubble Shadow
After 17 years of surviving extreme volatility, repeated crashes, and relentless skepticism, Bitcoin is increasingly shaking off one of its most persistent labels: the Dutch Tulip Bubble. According to Eric Balchunas, senior ETF analyst at Bloomberg, Bitcoin’s long-term endurance and repeated recoveries fundamentally dismantle any serious comparison to the short-lived speculative frenzy of the 1630s. While tulip prices surged and collapsed within roughly three years, Bitcoin has withstood what Balchunas described as “six or seven haymakers,” only to return to new all-time highs across multiple market cycles.
Balchunas points to Bitcoin’s performance over the past several years as key evidence that the tulip narrative no longer holds. Even after sharp corrections, Bitcoin remains dramatically higher on a multi-year basis, with pricing data from CoinGecko showing triple-digit percentage gains over recent rolling periods. His broader argument is that endurance itself has become Bitcoin’s strongest rebuttal. Assets that survive multiple speculative cycles and continue to attract capital, he suggests, cannot reasonably be lumped into the same category as bubbles that collapsed once and never recovered.
Yet critics remain vocal. High-profile skeptics such as Michael Burry and Jamie Dimon have continued to revive the tulip comparison over the years, arguing that Bitcoin lacks intrinsic value and remains driven by speculation. Balchunas counters this by challenging the idea that all valuable assets must be “productive.” Gold, fine art, and rare collectibles are not productive either, yet their scarcity and demand have sustained their value for decades or even centuries. From this perspective, Bitcoin’s digitally scarce nature places it closer to established stores of value than to a historical bubble.
#Bitcoin #CryptoHistory #DigitalFinance $BTC
After 17 years of surviving extreme volatility, repeated crashes, and relentless skepticism, Bitcoin is increasingly shaking off one of its most persistent labels: the Dutch Tulip Bubble. According to Eric Balchunas, senior ETF analyst at Bloomberg, Bitcoin’s long-term endurance and repeated recoveries fundamentally dismantle any serious comparison to the short-lived speculative frenzy of the 1630s. While tulip prices surged and collapsed within roughly three years, Bitcoin has withstood what Balchunas described as “six or seven haymakers,” only to return to new all-time highs across multiple market cycles.
Balchunas points to Bitcoin’s performance over the past several years as key evidence that the tulip narrative no longer holds. Even after sharp corrections, Bitcoin remains dramatically higher on a multi-year basis, with pricing data from CoinGecko showing triple-digit percentage gains over recent rolling periods. His broader argument is that endurance itself has become Bitcoin’s strongest rebuttal. Assets that survive multiple speculative cycles and continue to attract capital, he suggests, cannot reasonably be lumped into the same category as bubbles that collapsed once and never recovered.
Yet critics remain vocal. High-profile skeptics such as Michael Burry and Jamie Dimon have continued to revive the tulip comparison over the years, arguing that Bitcoin lacks intrinsic value and remains driven by speculation. Balchunas counters this by challenging the idea that all valuable assets must be “productive.” Gold, fine art, and rare collectibles are not productive either, yet their scarcity and demand have sustained their value for decades or even centuries. From this perspective, Bitcoin’s digitally scarce nature places it closer to established stores of value than to a historical bubble.
#Bitcoin #CryptoHistory #DigitalFinance $BTC
Filecoin Braces for a High-Volatility Move as Bearish Pressure Intensifies
Filecoin continues to weaken on the daily chart as bearish momentum, declining EMAs, and tightening liquidity conditions shape a market environment that leans toward elevated downside risk. Recent sessions show FIL drifting lower in a controlled but persistent decline, with sellers maintaining pressure and bulls unable to reclaim key resistance levels. This gradual erosion of trend structure has placed the asset at risk of retesting deeper supports unless buyers return with conviction.
Short-term and mid-term EMAs slope downward in tandem, highlighting a market unable to sustain rebounds. Each failed rally reinforces weakening momentum, while the broader trend structure remains firmly bearish. This alignment suggests that any short-lived upside moves are likely to fade quickly unless FIL breaks decisively above its resistance band near $1.653–$1.676.
Momentum indicators further confirm this bearish control. The MACD remains negative, with the signal line above the MACD line — reinforcing sustained downward pressure. Although the histogram shows mild contraction, signaling a slight easing of momentum, there is no clear indication of a trend reversal. The RSI hovering in the upper 30s to low 40s reflects weakening strength but not yet oversold conditions, allowing room for further declines before a relief bounce becomes likely.
FIL now faces immediate upside hurdles at $1.653, $1.672, and $1.676 — a tight band that has repeatedly rejected attempts at recovery. Without a decisive breakout, upward traction remains limited. On the other side, critical downside levels sit at $1.465 and $1.367. A breakdown below either support exposes the chart to significant structural vulnerability.
Order-book data further amplifies the stakes. Major bid walls at $0.80000, $0.50000, and $0.40000 act as deep liquidity anchors — but also highlight how severe declines could become if they fail. Breaching these walls could trigger drops ranging from 45% to more than 70%. Meanwhile, important ask walls sit at $1.63900, $2.20000, and $2.50000. Clearing them could spark 10% to 70% upside acceleration if buyers manage to regain control, revealing a market primed for volatility on either extreme.
Traders now look to key inflection points for directional cues. Short-biased setups currently carry higher probability, especially on a confirmed breakdown below $1.465 targeting $1.367. For long traders, a safer entry emerges only if FIL recovers above $1.653 and defends that level as support — or if strong basing behavior forms near support with stabilization across indicators.
With bearish momentum intact and liquidity walls defining the battlefield, Filecoin’s next major move will likely be sharp — and defined by how the market reacts at these crucial support and resistance zones.
#FIL #Filecoin #CryptoAnalysis $FIL
Short-term and mid-term EMAs slope downward in tandem, highlighting a market unable to sustain rebounds. Each failed rally reinforces weakening momentum, while the broader trend structure remains firmly bearish. This alignment suggests that any short-lived upside moves are likely to fade quickly unless FIL breaks decisively above its resistance band near $1.653–$1.676.
Momentum indicators further confirm this bearish control. The MACD remains negative, with the signal line above the MACD line — reinforcing sustained downward pressure. Although the histogram shows mild contraction, signaling a slight easing of momentum, there is no clear indication of a trend reversal. The RSI hovering in the upper 30s to low 40s reflects weakening strength but not yet oversold conditions, allowing room for further declines before a relief bounce becomes likely.
FIL now faces immediate upside hurdles at $1.653, $1.672, and $1.676 — a tight band that has repeatedly rejected attempts at recovery. Without a decisive breakout, upward traction remains limited. On the other side, critical downside levels sit at $1.465 and $1.367. A breakdown below either support exposes the chart to significant structural vulnerability.
Order-book data further amplifies the stakes. Major bid walls at $0.80000, $0.50000, and $0.40000 act as deep liquidity anchors — but also highlight how severe declines could become if they fail. Breaching these walls could trigger drops ranging from 45% to more than 70%. Meanwhile, important ask walls sit at $1.63900, $2.20000, and $2.50000. Clearing them could spark 10% to 70% upside acceleration if buyers manage to regain control, revealing a market primed for volatility on either extreme.
Traders now look to key inflection points for directional cues. Short-biased setups currently carry higher probability, especially on a confirmed breakdown below $1.465 targeting $1.367. For long traders, a safer entry emerges only if FIL recovers above $1.653 and defends that level as support — or if strong basing behavior forms near support with stabilization across indicators.
With bearish momentum intact and liquidity walls defining the battlefield, Filecoin’s next major move will likely be sharp — and defined by how the market reacts at these crucial support and resistance zones.
#FIL #Filecoin #CryptoAnalysis $FIL
BCH Approaches a Critical Breakout Zone as Momentum Strengthens Toward $600
Bitcoin Cash is pressing into one of its most significant resistance clusters of the year, with price action now testing the $590–$600 zone just as bullish momentum accelerates. Recent sessions show BCH repeatedly rejecting deeper downside attempts, reclaiming trend structure, and strengthening across multiple indicators — a combination that has traders watching closely for a decisive breakout.
The broader trend remains tilted bullish, supported by both the 9-day and 20-day EMAs rising in sync while price continues to trade above them. This alignment reflects improving short-term momentum and reinforces that buyers remain in control. The MACD remains firmly positive with widening momentum, signaling that BCH’s push upward is rooted in sustained buying pressure rather than short-lived spikes. Meanwhile, the RSI holds a bullish mid-range stance, showing that the asset has room to extend further before hitting overheated conditions.
BCH is now pressing into layered resistance at $590.10, $599.80, and $606.80 — levels that have stalled past rallies. Order-book data adds further context: a major ask wall of over 1,600 BCH sits at $600, representing the most immediate obstacle for bulls. Clearing it could trigger a quick continuation move of roughly 2%. Higher up, a far more consequential wall at $650 could unlock a 10% push if broken, while $678 serves as a major breakout threshold that could fuel a rally exceeding 15%.
Downside levels remain well-supported. Structural support sits at $580.50, backed by a massive bid wall at $561 holding nearly 9,000 BCH — a level that could serve as a strong defensive zone for long traders. Below that, supports at $548.50 and $536.50 form deeper liquidity shelves but also mark pivot points where larger corrections could accelerate if breached.
Trade setups depend heavily on how BCH behaves at this crucial resistance. A breakout above $600 with strong volume and cleared order-book liquidity would signal continuation toward $606, then $650. A conservative long entry could also form on a pullback into $580–$561, provided liquidity remains intact. Conversely, rejection at $590–$600 presents a clean short opportunity back toward $580, with a breakdown below the $561 bid wall serving as a more decisive short trigger toward deeper supports.
With strong momentum, rising EMAs, and order-book liquidity leaning bullish, Bitcoin Cash’s next major move hinges entirely on whether the $600 barrier breaks — or stands firm.
#BCH #CryptoAnalysis #BitcoinCash $BCH
The broader trend remains tilted bullish, supported by both the 9-day and 20-day EMAs rising in sync while price continues to trade above them. This alignment reflects improving short-term momentum and reinforces that buyers remain in control. The MACD remains firmly positive with widening momentum, signaling that BCH’s push upward is rooted in sustained buying pressure rather than short-lived spikes. Meanwhile, the RSI holds a bullish mid-range stance, showing that the asset has room to extend further before hitting overheated conditions.
BCH is now pressing into layered resistance at $590.10, $599.80, and $606.80 — levels that have stalled past rallies. Order-book data adds further context: a major ask wall of over 1,600 BCH sits at $600, representing the most immediate obstacle for bulls. Clearing it could trigger a quick continuation move of roughly 2%. Higher up, a far more consequential wall at $650 could unlock a 10% push if broken, while $678 serves as a major breakout threshold that could fuel a rally exceeding 15%.
Downside levels remain well-supported. Structural support sits at $580.50, backed by a massive bid wall at $561 holding nearly 9,000 BCH — a level that could serve as a strong defensive zone for long traders. Below that, supports at $548.50 and $536.50 form deeper liquidity shelves but also mark pivot points where larger corrections could accelerate if breached.
Trade setups depend heavily on how BCH behaves at this crucial resistance. A breakout above $600 with strong volume and cleared order-book liquidity would signal continuation toward $606, then $650. A conservative long entry could also form on a pullback into $580–$561, provided liquidity remains intact. Conversely, rejection at $590–$600 presents a clean short opportunity back toward $580, with a breakdown below the $561 bid wall serving as a more decisive short trigger toward deeper supports.
With strong momentum, rising EMAs, and order-book liquidity leaning bullish, Bitcoin Cash’s next major move hinges entirely on whether the $600 barrier breaks — or stands firm.
#BCH #CryptoAnalysis #BitcoinCash $BCH
Solana Traders Brace for Volatility as Buy Walls Thin and Resistance Thickens
Solana’s 1-day chart is entering a tense phase as momentum continues to weaken, liquidity thins on both sides of the book, and price action grinds beneath multiple resistance layers. Attempts to reclaim control have repeatedly failed, with bulls struggling to break above $135.86, $139.02, and $143.02. Each rejection reinforces a broader pattern of hesitation, signaling that buyers lack the conviction to reverse the current drift.
Recent sessions show Solana drifting toward key structural supports at $131.71, $131.37, and $129.78—levels that have historically acted as buffers during volatility spikes. Yet as those supports are tested more frequently, their reliability weakens. Traders are increasingly watching for a decisive push: either a breakdown into deeper liquidity pockets or a strong reclaim of resistance that reverses bearish momentum.
Short-term trend indicators echo the weakening sentiment. The 9-day EMA has crossed beneath the 20-day EMA, a signal of diminishing bullish strength and the early onset of a short-term downtrend. The MACD maintains a bearish alignment with shrinking histogram bars, suggesting continued downward pressure without sharp acceleration. Meanwhile, the RSI sits just below neutral, showing that Solana still has room to fall if supports fail.
Order-book dynamics highlight the vulnerability of the current setup. Thick sell walls near $133.80, $140, and $142 are capping upside aggressively, while the strongest bid walls sit well below spot price at $130 and $125. This imbalance leans the market slightly bearish: liquidity support lies beneath current levels, while overhead resistance is immediate and heavy.
For traders, the current landscape offers opportunities in both directions. Long entries remain most attractive near the $131–$130 support region, especially if price rebounds and reclaims $135.86 with strengthening momentum indicators. Upside targets cluster in the $139–$142 range, though sell walls make continuation challenging. Short setups, however, carry a slight edge. Failed breakouts at $135.86 or $139.02—which have repeatedly halted rallies—present clean, low-risk opportunities. A breakdown below $131.37 could extend the move toward $130 or even the major bid wall at $125.
With Solana hovering near structural floors and resistance thickening above, traders are preparing for increased volatility—especially as order-book liquidity tilts the risk toward a deeper pullback unless bulls return with decisive volume.
#Solana #CryptoAnalysis #SOLUSDT $SOL
Recent sessions show Solana drifting toward key structural supports at $131.71, $131.37, and $129.78—levels that have historically acted as buffers during volatility spikes. Yet as those supports are tested more frequently, their reliability weakens. Traders are increasingly watching for a decisive push: either a breakdown into deeper liquidity pockets or a strong reclaim of resistance that reverses bearish momentum.
Short-term trend indicators echo the weakening sentiment. The 9-day EMA has crossed beneath the 20-day EMA, a signal of diminishing bullish strength and the early onset of a short-term downtrend. The MACD maintains a bearish alignment with shrinking histogram bars, suggesting continued downward pressure without sharp acceleration. Meanwhile, the RSI sits just below neutral, showing that Solana still has room to fall if supports fail.
Order-book dynamics highlight the vulnerability of the current setup. Thick sell walls near $133.80, $140, and $142 are capping upside aggressively, while the strongest bid walls sit well below spot price at $130 and $125. This imbalance leans the market slightly bearish: liquidity support lies beneath current levels, while overhead resistance is immediate and heavy.
For traders, the current landscape offers opportunities in both directions. Long entries remain most attractive near the $131–$130 support region, especially if price rebounds and reclaims $135.86 with strengthening momentum indicators. Upside targets cluster in the $139–$142 range, though sell walls make continuation challenging. Short setups, however, carry a slight edge. Failed breakouts at $135.86 or $139.02—which have repeatedly halted rallies—present clean, low-risk opportunities. A breakdown below $131.37 could extend the move toward $130 or even the major bid wall at $125.
With Solana hovering near structural floors and resistance thickening above, traders are preparing for increased volatility—especially as order-book liquidity tilts the risk toward a deeper pullback unless bulls return with decisive volume.
#Solana #CryptoAnalysis #SOLUSDT $SOL
Polymarket’s Shift Toward “Being the House” Raises Deep Questions About Trust, Neutrality, and the Platform’s Future
Polymarket’s reported plan to create an internal market-making desk—one that would actively trade against its own users—is triggering some of the strongest backlash the prediction-market industry has seen in years. What began as a Bloomberg report has now escalated into a broader debate about ethics, transparency, and whether Polymarket risks abandoning the principles that fueled its rise during the 2024 election cycle.
For many, the move represents more than just a new monetization strategy. Bringing market-making in-house places Polymarket closer to a traditional sportsbook model—where the “house” sets prices, manages risk, and profits from edges built into the system. That is fundamentally different from the peer-to-peer structure prediction markets were meant to represent, where market prices reflect collective intelligence rather than a centralized counterparty’s incentives.
Industry voices warn that the shift could erode the trust Polymarket has built over years of positioning itself as a neutral platform. Critics argue that once the operator trades against its users, questions arise about access to privileged data, conflicts of interest, and whether markets can still be viewed as unbiased reflections of real-world probabilities. Comparisons to the FTX/Alameda dynamic—and to recent controversies at NoVig—underscore the concerns about an exchange operator also acting as a trader with inside visibility.
Supporters say the move could improve liquidity and allow for features like RFQ-priced parlays, but skeptics believe the financial upside may be small relative to Polymarket’s valuation—and the reputational risk far greater. As one expert put it, the strategy risks making the platform “look and feel just like everyone else,” stripping away the uniqueness that made prediction markets exciting in the first place.
#Polymarket #PredictionMarkets #CryptoIndustry
Polymarket’s reported plan to create an internal market-making desk—one that would actively trade against its own users—is triggering some of the strongest backlash the prediction-market industry has seen in years. What began as a Bloomberg report has now escalated into a broader debate about ethics, transparency, and whether Polymarket risks abandoning the principles that fueled its rise during the 2024 election cycle.
For many, the move represents more than just a new monetization strategy. Bringing market-making in-house places Polymarket closer to a traditional sportsbook model—where the “house” sets prices, manages risk, and profits from edges built into the system. That is fundamentally different from the peer-to-peer structure prediction markets were meant to represent, where market prices reflect collective intelligence rather than a centralized counterparty’s incentives.
Industry voices warn that the shift could erode the trust Polymarket has built over years of positioning itself as a neutral platform. Critics argue that once the operator trades against its users, questions arise about access to privileged data, conflicts of interest, and whether markets can still be viewed as unbiased reflections of real-world probabilities. Comparisons to the FTX/Alameda dynamic—and to recent controversies at NoVig—underscore the concerns about an exchange operator also acting as a trader with inside visibility.
Supporters say the move could improve liquidity and allow for features like RFQ-priced parlays, but skeptics believe the financial upside may be small relative to Polymarket’s valuation—and the reputational risk far greater. As one expert put it, the strategy risks making the platform “look and feel just like everyone else,” stripping away the uniqueness that made prediction markets exciting in the first place.
#Polymarket #PredictionMarkets #CryptoIndustry
Cantor’s 60% Target Cut Still Leaves Strategy a Buy — Here’s Why Analysts Aren’t Worried
Cantor Fitzgerald’s sharply reduced price target for Strategy hasn’t shaken its long-term conviction. Despite slashing the 12-month target from $560 to $229, analysts reaffirmed a “buy” rating and dismissed fears of forced Bitcoin liquidation as overstated.
They argue Strategy has enough cash to cover obligations for nearly two years and can raise additional capital through existing equity facilities, making a fire sale of its Bitcoin treasury unlikely unless BTC collapses by 90% — a scenario Cantor deems remote.
The firm also weighed near-term risks, including potential MSCI index expulsions for companies holding large digital asset positions, which could lead to forced selling from passive funds. Still, Cantor emphasized that these pressures don’t change its long-term outlook.
Analysts remain bullish on both Strategy and Bitcoin, reiterating their thesis that BTC could eventually surpass gold’s market cap — a milestone that would require a price of roughly $1.58M per coin. Even with Strategy’s stock down double digits year-to-date, Cantor sees the pullback as an opportunity rather than a red flag, framing the company as financially resilient and strategically positioned for upside as digital asset markets mature.
#Strategy #MSTR #Bitcoin $BTC
Cantor Fitzgerald’s sharply reduced price target for Strategy hasn’t shaken its long-term conviction. Despite slashing the 12-month target from $560 to $229, analysts reaffirmed a “buy” rating and dismissed fears of forced Bitcoin liquidation as overstated.
They argue Strategy has enough cash to cover obligations for nearly two years and can raise additional capital through existing equity facilities, making a fire sale of its Bitcoin treasury unlikely unless BTC collapses by 90% — a scenario Cantor deems remote.
The firm also weighed near-term risks, including potential MSCI index expulsions for companies holding large digital asset positions, which could lead to forced selling from passive funds. Still, Cantor emphasized that these pressures don’t change its long-term outlook.
Analysts remain bullish on both Strategy and Bitcoin, reiterating their thesis that BTC could eventually surpass gold’s market cap — a milestone that would require a price of roughly $1.58M per coin. Even with Strategy’s stock down double digits year-to-date, Cantor sees the pullback as an opportunity rather than a red flag, framing the company as financially resilient and strategically positioned for upside as digital asset markets mature.
#Strategy #MSTR #Bitcoin $BTC
EU Moves Toward a Single Crypto Watchdog as ESMA Poised for Expanded Authority
A major shift in Europe’s regulatory landscape may be underway as the European Commission proposes granting ESMA direct supervisory power over crypto companies across the EU.
The initiative aims to end fragmented national oversight, strengthen MiCA’s consistency, and build a more unified financial market capable of competing globally. If adopted, ESMA could evolve into the EU’s closest equivalent to an SEC-style regulator—centralizing enforcement, reducing regulatory arbitrage, and creating a clearer framework for firms operating across all 27 member states.
The Commission argues that Europe’s financial markets remain too fragmented to achieve meaningful scale, and divergent interpretations of MiCA among national regulators have already raised concerns.
By consolidating oversight under ESMA, the EU hopes to streamline compliance, protect investors more effectively, and foster innovation without the friction of a patchwork supervisory environment. As the proposal gains momentum, the crypto industry is watching closely: a unified regulator could reshape market dynamics, elevate regulatory expectations, and set the tone for Europe’s next phase of digital asset growth.
#ESMA #MiCA #CryptoRegulation
A major shift in Europe’s regulatory landscape may be underway as the European Commission proposes granting ESMA direct supervisory power over crypto companies across the EU.
The initiative aims to end fragmented national oversight, strengthen MiCA’s consistency, and build a more unified financial market capable of competing globally. If adopted, ESMA could evolve into the EU’s closest equivalent to an SEC-style regulator—centralizing enforcement, reducing regulatory arbitrage, and creating a clearer framework for firms operating across all 27 member states.
The Commission argues that Europe’s financial markets remain too fragmented to achieve meaningful scale, and divergent interpretations of MiCA among national regulators have already raised concerns.
By consolidating oversight under ESMA, the EU hopes to streamline compliance, protect investors more effectively, and foster innovation without the friction of a patchwork supervisory environment. As the proposal gains momentum, the crypto industry is watching closely: a unified regulator could reshape market dynamics, elevate regulatory expectations, and set the tone for Europe’s next phase of digital asset growth.
#ESMA #MiCA #CryptoRegulation
AlphaTON’s $420M Bet on AI and Toncoin Signals Bold Expansion Amid Market Volatility
AlphaTON Capital is stepping into a new league of ambition with its $420.69M shelf registration, positioning the small-cap firm for one of the largest fundraising pushes ever attempted by a micro-cap blockchain treasury. The move follows AlphaTON’s exit from SEC “baby-shelf” restrictions, giving the company the legal ability to raise capital at a scale typically reserved for mid-cap tech players.
The new registration arrives at a moment of heightened volatility for #ATON stock, which slumped 64% over the past month but saw a sharp rebound in investor interest immediately after the announcement. With a market cap of roughly $13M and a treasury holding more than 12.8M #TON tokens, AlphaTON’s expansion plan has caught industry attention for both its scale and timing.
If successful, the capital raise would fund major strategic initiatives: expanding GPU infrastructure for Cocoom AI, acquiring revenue-generating apps across the Telegram ecosystem, and increasing the company’s Toncoin reserves. These initiatives signal a deeper integration into TON’s fast-growing ecosystem as well as a bet on AI-driven network activity as a core business model.
The announcement also comes as digital asset treasuries face their weakest inflows of the year—making AlphaTON’s aggressive approach a notable outlier in a cooling market. Despite wider macro uncertainty, the firm’s long-term vision appears focused on capturing demand for AI compute, decentralized app ecosystems, and strategic TON-aligned assets.
With investors reassessing opportunities across blockchain and AI infrastructure, AlphaTON’s next phase will test whether a micro-cap firm can scale into a major Toncoin ecosystem player through ambition, timing, and access to capital.
#AlphaTON #Toncoin #AI $TON
AlphaTON Capital is stepping into a new league of ambition with its $420.69M shelf registration, positioning the small-cap firm for one of the largest fundraising pushes ever attempted by a micro-cap blockchain treasury. The move follows AlphaTON’s exit from SEC “baby-shelf” restrictions, giving the company the legal ability to raise capital at a scale typically reserved for mid-cap tech players.
The new registration arrives at a moment of heightened volatility for #ATON stock, which slumped 64% over the past month but saw a sharp rebound in investor interest immediately after the announcement. With a market cap of roughly $13M and a treasury holding more than 12.8M #TON tokens, AlphaTON’s expansion plan has caught industry attention for both its scale and timing.
If successful, the capital raise would fund major strategic initiatives: expanding GPU infrastructure for Cocoom AI, acquiring revenue-generating apps across the Telegram ecosystem, and increasing the company’s Toncoin reserves. These initiatives signal a deeper integration into TON’s fast-growing ecosystem as well as a bet on AI-driven network activity as a core business model.
The announcement also comes as digital asset treasuries face their weakest inflows of the year—making AlphaTON’s aggressive approach a notable outlier in a cooling market. Despite wider macro uncertainty, the firm’s long-term vision appears focused on capturing demand for AI compute, decentralized app ecosystems, and strategic TON-aligned assets.
With investors reassessing opportunities across blockchain and AI infrastructure, AlphaTON’s next phase will test whether a micro-cap firm can scale into a major Toncoin ecosystem player through ambition, timing, and access to capital.
#AlphaTON #Toncoin #AI $TON
ZEC Attempts a Comeback as Momentum Improves — but Heavy Sell Walls Keep Bulls Under Pressure
Zcash is showing the first real signs of stabilization after weeks of aggressive downside, with momentum indicators finally easing and buyers beginning to re-enter the market. On the 1-day chart, ZEC has lifted modestly from its recent lows, and both RSI and MACD are signaling that bearish intensity is softening. But despite this improvement, the broader trend remains firmly bearish — and multiple heavy sell walls continue to cap any attempt at meaningful upside.
Order-book data paints a clear picture of a market in transition. Strong bid clusters around the mid-$380s and low-$370s show that buyers are defending key levels, yet the resistance above remains substantial. ZEC faces major liquidity barriers at $410, $420, and $421.51 — zones that have repeatedly rejected bullish advances and will require significant buying momentum to break. Until those areas are cleared, any rebound risks being short-lived.
Structurally, ZEC is still trading far below its short- and medium-term moving averages, a reminder of how deep the recent downtrend has been. For bullish sentiment to truly take hold, the price must reclaim multiple layers of resistance and demonstrate sustained strength above the EMA stack. Bears, meanwhile, remain in control unless ZEC can meaningfully break out of this compression zone.
For traders, ZEC’s setup offers opportunities on both sides: long entries become more attractive if the price can clear the dense sell wall region, while failed rallies or breakdowns below the $383–$372 support zone could create high-conviction short setups.
Zcash may be stabilizing — but the burden of proof is still on the bulls. Until liquidity barriers thin and structural trends shift, ZEC remains in a cautious transition phase rather than a confirmed reversal.
#Zcash #CryptoMarkets #TechnicalAnalysis $ZEC
Zcash is showing the first real signs of stabilization after weeks of aggressive downside, with momentum indicators finally easing and buyers beginning to re-enter the market. On the 1-day chart, ZEC has lifted modestly from its recent lows, and both RSI and MACD are signaling that bearish intensity is softening. But despite this improvement, the broader trend remains firmly bearish — and multiple heavy sell walls continue to cap any attempt at meaningful upside.
Order-book data paints a clear picture of a market in transition. Strong bid clusters around the mid-$380s and low-$370s show that buyers are defending key levels, yet the resistance above remains substantial. ZEC faces major liquidity barriers at $410, $420, and $421.51 — zones that have repeatedly rejected bullish advances and will require significant buying momentum to break. Until those areas are cleared, any rebound risks being short-lived.
Structurally, ZEC is still trading far below its short- and medium-term moving averages, a reminder of how deep the recent downtrend has been. For bullish sentiment to truly take hold, the price must reclaim multiple layers of resistance and demonstrate sustained strength above the EMA stack. Bears, meanwhile, remain in control unless ZEC can meaningfully break out of this compression zone.
For traders, ZEC’s setup offers opportunities on both sides: long entries become more attractive if the price can clear the dense sell wall region, while failed rallies or breakdowns below the $383–$372 support zone could create high-conviction short setups.
Zcash may be stabilizing — but the burden of proof is still on the bulls. Until liquidity barriers thin and structural trends shift, ZEC remains in a cautious transition phase rather than a confirmed reversal.
#Zcash #CryptoMarkets #TechnicalAnalysis $ZEC
Wall Street Backs Canton Network as Digital Asset Secures New Strategic Investments
Digital Asset has strengthened its position at the center of institutional blockchain adoption, announcing new strategic investments from BNY, Nasdaq, S&P Global, and iCapital. The backing from these major Wall Street players underscores the accelerating shift toward tokenization and regulated blockchain infrastructure across global finance.
With more than $6 trillion in assets already represented onchain and over 600 institutions participating, the Canton Network is rapidly emerging as a leading platform for tokenized real-world assets. Designed to meet the privacy, compliance, and settlement needs of regulated markets, Canton is capturing the attention of firms looking to modernize workflows and build the next generation of financial products on blockchain rails.
#Tokenization #InstitutionalCrypto #WallStreet
Digital Asset has strengthened its position at the center of institutional blockchain adoption, announcing new strategic investments from BNY, Nasdaq, S&P Global, and iCapital. The backing from these major Wall Street players underscores the accelerating shift toward tokenization and regulated blockchain infrastructure across global finance.
With more than $6 trillion in assets already represented onchain and over 600 institutions participating, the Canton Network is rapidly emerging as a leading platform for tokenized real-world assets. Designed to meet the privacy, compliance, and settlement needs of regulated markets, Canton is capturing the attention of firms looking to modernize workflows and build the next generation of financial products on blockchain rails.
#Tokenization #InstitutionalCrypto #WallStreet
Ripple’s Brad Garlinghouse Makes Bold Call: Bitcoin to Hit $180K by 2026
Ripple CEO Brad Garlinghouse has issued one of the strongest price predictions of the cycle, forecasting Bitcoin will reach $180,000 by the end of 2026 — a target he ties directly to long-awaited regulatory clarity in the United States. Speaking at Binance Blockchain Week, Garlinghouse argued that progress on the proposed CLARITY Act could unlock new institutional tailwinds and reshape market dynamics.
While prediction markets remain skeptical and other leaders offered more conservative outlooks, sentiment across trading desks has turned increasingly bullish as Bitcoin rebounds above $92K. Garlinghouse’s call adds fresh momentum to the growing debate over where BTC is headed next — and how much regulatory reform could accelerate its next major breakout.
#Bitcoin #CryptoNews #Blockchain $BTC #Ripple
Ripple CEO Brad Garlinghouse has issued one of the strongest price predictions of the cycle, forecasting Bitcoin will reach $180,000 by the end of 2026 — a target he ties directly to long-awaited regulatory clarity in the United States. Speaking at Binance Blockchain Week, Garlinghouse argued that progress on the proposed CLARITY Act could unlock new institutional tailwinds and reshape market dynamics.
While prediction markets remain skeptical and other leaders offered more conservative outlooks, sentiment across trading desks has turned increasingly bullish as Bitcoin rebounds above $92K. Garlinghouse’s call adds fresh momentum to the growing debate over where BTC is headed next — and how much regulatory reform could accelerate its next major breakout.
#Bitcoin #CryptoNews #Blockchain $BTC #Ripple
CNBC Brings Prediction Markets to Prime Time With New Kalshi Partnership
CNBC has taken a major step toward mainstreaming prediction markets through a multi-year partnership with Kalshi that will integrate real-time forecasting data across its TV programming, digital platforms, and subscription products beginning in 2026. The move brings market-priced probabilities directly into shows like Squawk Box and Fast Money, offering audiences a continuous stream of forward-looking insights on elections, economic releases, and major global events.
The partnership lands at a pivotal moment for the forecasting industry, with Kalshi expanding aggressively across media and Polymarket securing high-profile partnerships with DraftKings, PrizePicks, and UFC. Together, these developments signal a broader shift in financial journalism as newsrooms turn to market-based probabilities to complement traditional analysis.
#PredictionMarkets #Kalshi #FinancialMedia
CNBC has taken a major step toward mainstreaming prediction markets through a multi-year partnership with Kalshi that will integrate real-time forecasting data across its TV programming, digital platforms, and subscription products beginning in 2026. The move brings market-priced probabilities directly into shows like Squawk Box and Fast Money, offering audiences a continuous stream of forward-looking insights on elections, economic releases, and major global events.
The partnership lands at a pivotal moment for the forecasting industry, with Kalshi expanding aggressively across media and Polymarket securing high-profile partnerships with DraftKings, PrizePicks, and UFC. Together, these developments signal a broader shift in financial journalism as newsrooms turn to market-based probabilities to complement traditional analysis.
#PredictionMarkets #Kalshi #FinancialMedia
BTC Holds Steady as CZ Outshines Schiff and Bitwise Calms Strategy Selloff Fears
Bitcoin is finding its footing at a critical support zone just as the broader market narrative tilts in its favor. At Binance Blockchain Week, CZ’s gold-verification challenge left Peter Schiff unable to confirm the authenticity of a 1kg gold bar — a viral moment that reignited the debate over Bitcoin’s superiority as a trust-minimized store of value.
At the same time, Bitwise CIO Matt Hougan reassured investors that Strategy is under no pressure to unwind its $60B Bitcoin treasury, calling fears of a forced selloff “flat wrong.” Together, these developments strengthen Bitcoin’s market positioning at a pivotal moment, with technical signals stabilizing and sentiment beginning to shift toward a more constructive outlook.
#Bitcoin #CryptoNews #MarketAnalysis $BTC #BinanceBlockchainWeek
Bitcoin is finding its footing at a critical support zone just as the broader market narrative tilts in its favor. At Binance Blockchain Week, CZ’s gold-verification challenge left Peter Schiff unable to confirm the authenticity of a 1kg gold bar — a viral moment that reignited the debate over Bitcoin’s superiority as a trust-minimized store of value.
At the same time, Bitwise CIO Matt Hougan reassured investors that Strategy is under no pressure to unwind its $60B Bitcoin treasury, calling fears of a forced selloff “flat wrong.” Together, these developments strengthen Bitcoin’s market positioning at a pivotal moment, with technical signals stabilizing and sentiment beginning to shift toward a more constructive outlook.
#Bitcoin #CryptoNews #MarketAnalysis $BTC #BinanceBlockchainWeek
IMF Warns Stablecoins Could Undermine Monetary Sovereignty Worldwide
The IMF has issued a sweeping warning about the rapid global rise of dollar-backed stablecoins, cautioning that widespread adoption — especially in emerging markets — could erode monetary sovereignty and weaken central bank control.
In its new 56-page report, the IMF argues that stablecoins make it easier than ever for individuals to shift into digital dollars without banks, accelerating “currency substitution” and diminishing a nation’s ability to manage liquidity, interest rates, and financial stability. With stablecoin use rising across inflation-hit regions and regulators divided on the risks and benefits, the IMF says the future of monetary sovereignty may depend on how quickly governments establish clear rules, launch competitive CBDCs, and adapt to a digital-first financial system.
#Stablecoins #IMF #MonetaryPolicy
The IMF has issued a sweeping warning about the rapid global rise of dollar-backed stablecoins, cautioning that widespread adoption — especially in emerging markets — could erode monetary sovereignty and weaken central bank control.
In its new 56-page report, the IMF argues that stablecoins make it easier than ever for individuals to shift into digital dollars without banks, accelerating “currency substitution” and diminishing a nation’s ability to manage liquidity, interest rates, and financial stability. With stablecoin use rising across inflation-hit regions and regulators divided on the risks and benefits, the IMF says the future of monetary sovereignty may depend on how quickly governments establish clear rules, launch competitive CBDCs, and adapt to a digital-first financial system.
#Stablecoins #IMF #MonetaryPolicy
Sovereign Funds Quietly Buying the Bitcoin Dip, Says Larry Fink
BlackRock CEO Larry Fink has revealed a major development in global Bitcoin adoption: multiple sovereign wealth funds were quietly accumulating BTC throughout the recent market pullback, adding positions at $120K, $100K and even more aggressively as the price dipped into the $80K range. Speaking at the New York Times DealBook Summit, Fink said these state-backed entities are not trading the volatility — they’re building long-term strategic positions in Bitcoin.
Fink noted that sovereign funds are increasingly viewing BTC as a multi-decade hedge against rising government debt, inflation, and currency debasement. This aligns with earlier disclosures from funds such as Abu Dhabi’s Mubadala and Luxembourg’s national investment arm, both of which have begun accessing Bitcoin exposure through U.S. spot ETFs like BlackRock’s IBIT. What stands out now, Fink emphasized, is the scale and timing of this buying: major government-controlled investors were stepping in precisely as retail sentiment weakened and Bitcoin dropped below $90,000.
The trend highlights how Bitcoin is evolving from a speculative asset into a structural allocation within global portfolios. With sovereign wealth funds collectively managing more than $10 trillion in assets, even small percentage allocations can reshape market flows and add stability during periods of volatility. Fink’s remarks also underscore his own shift from skeptic to advocate, as BlackRock’s IBIT ETF has become the firm’s most successful launch and a gateway for institutional adoption on a global scale.
For analysts and policymakers, the message is clear: nation-state investment vehicles are no longer observing Bitcoin from the sidelines — they’re actively accumulating, using market downturns to build long-term exposure that aligns with their macroeconomic outlook.
#Bitcoin #InstitutionalInvesting #SovereignWealthFunds $BTC
BlackRock CEO Larry Fink has revealed a major development in global Bitcoin adoption: multiple sovereign wealth funds were quietly accumulating BTC throughout the recent market pullback, adding positions at $120K, $100K and even more aggressively as the price dipped into the $80K range. Speaking at the New York Times DealBook Summit, Fink said these state-backed entities are not trading the volatility — they’re building long-term strategic positions in Bitcoin.
Fink noted that sovereign funds are increasingly viewing BTC as a multi-decade hedge against rising government debt, inflation, and currency debasement. This aligns with earlier disclosures from funds such as Abu Dhabi’s Mubadala and Luxembourg’s national investment arm, both of which have begun accessing Bitcoin exposure through U.S. spot ETFs like BlackRock’s IBIT. What stands out now, Fink emphasized, is the scale and timing of this buying: major government-controlled investors were stepping in precisely as retail sentiment weakened and Bitcoin dropped below $90,000.
The trend highlights how Bitcoin is evolving from a speculative asset into a structural allocation within global portfolios. With sovereign wealth funds collectively managing more than $10 trillion in assets, even small percentage allocations can reshape market flows and add stability during periods of volatility. Fink’s remarks also underscore his own shift from skeptic to advocate, as BlackRock’s IBIT ETF has become the firm’s most successful launch and a gateway for institutional adoption on a global scale.
For analysts and policymakers, the message is clear: nation-state investment vehicles are no longer observing Bitcoin from the sidelines — they’re actively accumulating, using market downturns to build long-term exposure that aligns with their macroeconomic outlook.
#Bitcoin #InstitutionalInvesting #SovereignWealthFunds $BTC
CryptoQuant Warns Strategy Is Bracing for a Long Bitcoin Bear Market
CryptoQuant has raised the alarm after Strategy’s Bitcoin buying collapsed in 2025, falling from a peak of 134,000 BTC per month in late 2024 to just 9,100 BTC in November — and only 135 BTC so far this month. Analysts say the sharp pullback, paired with the company’s move to build a 24-month cash buffer, shows Strategy is preparing for a prolonged bear market and tightening financial conditions across the sector.
The slowdown comes as Strategy faces potential exclusion from major stock indexes under MSCI’s proposed crypto asset rules, along with renewed pressure on its balance sheet and debt obligations. Despite one large November purchase, analysts say the company’s broader shift signals caution ahead of a challenging period for Bitcoin-linked equities.
#Bitcoin #CryptoMarkets #DigitalAssets $BTC
CryptoQuant has raised the alarm after Strategy’s Bitcoin buying collapsed in 2025, falling from a peak of 134,000 BTC per month in late 2024 to just 9,100 BTC in November — and only 135 BTC so far this month. Analysts say the sharp pullback, paired with the company’s move to build a 24-month cash buffer, shows Strategy is preparing for a prolonged bear market and tightening financial conditions across the sector.
The slowdown comes as Strategy faces potential exclusion from major stock indexes under MSCI’s proposed crypto asset rules, along with renewed pressure on its balance sheet and debt obligations. Despite one large November purchase, analysts say the company’s broader shift signals caution ahead of a challenging period for Bitcoin-linked equities.
#Bitcoin #CryptoMarkets #DigitalAssets $BTC
CZ Expands His Reach as BNB Chain Pushes Deeper Into Prediction Markets
BNB Chain is accelerating its push into decentralized forecasting as CZ unveils a new prediction platform and Trust Wallet rolls out prediction trading to its 220 million users — a major expansion that strengthens the network’s position in one of crypto’s fastest-growing sectors.
CZ highlighted the new BNB Chain prediction platform on X, noting its unique yield-generating feature that lets user funds earn returns while markets resolve. The project is backed by YZiLabs, which manages more than $10 billion and recently launched a $1 billion ecosystem fund focused on DeFi, RWA tokenization, wallets, AI, and payments. While CZ included a disclaimer saying the project’s founder is a former Binance employee, his visibility still gives the platform immediate reach.
The momentum continued as Trust Wallet released its Predictions feature, integrating Web3 protocol Myriad to allow users to trade on political outcomes, sports events, market moves, and other real-world questions directly inside the app. The upgrade transforms Trust Wallet from a simple storage tool into a full-stack DeFi platform — and positions it more competitively against MetaMask as wallets evolve into multi-purpose trading hubs.
These updates build on October’s major integrations, including BNB Chain’s connection to Polymarket and the debut of the Opinion mainnet, both of which helped drive record prediction market volumes. Opinion Labs — backed by YZiLabs and supported by investors like Animoca Ventures and Amber Group — is building core infrastructure for uncensored forecasting, hedging tools, and prediction-driven data insights on BNB Chain.
$BNB #PredictionMarkets #Web3
BNB Chain is accelerating its push into decentralized forecasting as CZ unveils a new prediction platform and Trust Wallet rolls out prediction trading to its 220 million users — a major expansion that strengthens the network’s position in one of crypto’s fastest-growing sectors.
CZ highlighted the new BNB Chain prediction platform on X, noting its unique yield-generating feature that lets user funds earn returns while markets resolve. The project is backed by YZiLabs, which manages more than $10 billion and recently launched a $1 billion ecosystem fund focused on DeFi, RWA tokenization, wallets, AI, and payments. While CZ included a disclaimer saying the project’s founder is a former Binance employee, his visibility still gives the platform immediate reach.
The momentum continued as Trust Wallet released its Predictions feature, integrating Web3 protocol Myriad to allow users to trade on political outcomes, sports events, market moves, and other real-world questions directly inside the app. The upgrade transforms Trust Wallet from a simple storage tool into a full-stack DeFi platform — and positions it more competitively against MetaMask as wallets evolve into multi-purpose trading hubs.
These updates build on October’s major integrations, including BNB Chain’s connection to Polymarket and the debut of the Opinion mainnet, both of which helped drive record prediction market volumes. Opinion Labs — backed by YZiLabs and supported by investors like Animoca Ventures and Amber Group — is building core infrastructure for uncensored forecasting, hedging tools, and prediction-driven data insights on BNB Chain.
$BNB #PredictionMarkets #Web3
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