Crypto Breaking

Indonesia’s Crypto Market Clarifies Regulatory Landscape with Official Whitelist

Indonesia’s Financial Services Authority (OJK) has published an official whitelist detailing 29 licensed digital asset trading platforms, underscoring the nation’s intensified regulatory approach towards cryptocurrencies. This move aims to establish clarity and security for investors by clearly delineating authorized exchanges and encouraging transactions exclusively through licensed providers.

The comprehensive list includes both platform names and their respective apps, serving as a definitive resource to verify licensure status before engaging in trading. The OJK has explicitly advised the public to transact solely with entities on this whitelist, warning against unregulated platforms that operate without proper authorization. This stance reinforces Indonesia’s commitment to protecting consumers and maintaining financial stability within its burgeoning digital asset ecosystem.

South Korea’s largest exchange, Upbit, is among those licensed in Indonesia. Source: OJK

Global Crypto Players Seek Market Entry Amid Regulatory Clarity

The publication comes at a time when both international and regional players are positioning themselves to capitalize on Indonesia’s expanding digital asset market. Robinhood announced earlier this month that it had entered the local scene by acquiring Indonesian brokerage Buana Capital and licensed asset trader PT Pedagang Aset Kripto, giving it a foothold in a market with over 19 million capital-market investors and approximately 17 million crypto traders.

Similarly, Hong Kong-based OSL Group completed its acquisition of licensed local exchange Koinsayang in September, gaining regulatory approval for spot and derivatives trading. These moves highlight a broader trend of global firms recognizing Indonesia’s potential as one of Southeast Asia’s fastest-growing cryptocurrency markets amid supportive regulatory developments.

Stricter Oversight to Fortify Investor Protections

The whitelist aligns with OJK Regulation No. 23/2025, which enhances oversight of digital financial assets, including cryptocurrencies and derivatives. The regulation bars unlicensed exchanges from facilitating trades in assets not registered with the regulator and mandates prior approval for derivative trading activities. Platforms are required to implement margin trading protocols, including segregated funds or digital assets, and consumers must undergo knowledge assessments before accessing derivatives trading.

This legislative framework is aimed at aligning Indonesia’s digital asset regulation with international standards, aiming to boost investor confidence and ensure market integrity as the country cements its reputation as a key player in the global crypto economy.

Indonesia’s Rapid Adoption Continues Cements Its Global Role

Indonesia maintains its position as a major hub of crypto activity, with industry data indicating ongoing rapid growth. Both Robinhood and local data providers confirm that the Southeast Asian nation is among the fastest-growing markets worldwide. Chainalysis’ 2025 Global Crypto Adoption Index ranks Indonesia within the top 10 globally, highlighting its vibrant digital asset ecosystem fueled by increasing investor interest across both capital markets and cryptocurrencies.

This article was originally published as Complete List of Licensed Crypto Traders in Indonesia for 2023 on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

US Lawmakers Push for Reforms in Crypto Staking Tax Regulations

A coalition of 18 bipartisan members of the U.S. House of Representatives has intensified efforts to reform the country’s cryptocurrency staking tax policies before 2026. The legislators aim to address what they describe as burdensome and outdated tax rules that may hinder participation in blockchain networks.

In a formal letter to IRS Acting Commissioner Scott Bessent, the lawmakers, led by Republican Mike Carey, requested a comprehensive review and modernization of guidance surrounding crypto staking taxes. Carey emphasized that the current framework results in double taxation—taxing rewards at receipt and again upon sale—and hampers the growth of staking activities essential for blockchain security and decentralization.

The letter advocates for taxing staking rewards at the point of sale rather than upon receipt, aligning taxation with the actual economic gain. This approach, they argue, would provide clearer and fairer treatment for participants, encouraging further investment and participation in staking networks. The lawmakers stress that the existing laws discourage millions of Americans from staking tokens, a process vital to the security and governance of certain blockchain ecosystems.

Mike Carey is spearheading legislative efforts to reform crypto staking tax rules. Source: Mike Carey

The lawmakers contend that current regulations, which impose taxes on staking rewards at both receipt and sale, act as barriers to broader participation. They also highlight that such policies undermine the fundamental role of staking in network security and governance, which could hinder the United States’ leadership in the digital asset space.

Furthermore, the letter urges the IRS to consider administrative changes before the end of the year to support the administration’s broader goal of strengthening U.S. leadership in digital asset innovation. The lawmakers’ push aligns with ongoing industry efforts to promote fairer and more practical tax treatment of cryptocurrency activities.

Additional Legislative Proposals for Crypto Tax Simplification

In parallel, on Saturday, Representatives Max Miller and Steven Horsford unveiled a discussion draft proposing to ease crypto tax burdens. The draft suggests exempting small stablecoin transactions from capital gains taxes and introduces a possibility for taxpayers to defer income recognition from staking and mining rewards for up to five years.

The legislation opts for a referral-style approach to staking taxation rather than a complete overhaul, allowing users to choose deferral options. This could represent a more pragmatic path toward tax reform that supports innovation while providing clarity for industry participants.

This article was originally published as US Lawmakers Urge IRS to Clarify Crypto Staking Tax Before 2026 on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Northern Data Sells Bitcoin Mining Business to Tether-Linked Entities in Complex Deal

In a recent development, Northern Data, a data center operator backed by Tether, has divested its Bitcoin mining division, Peak Mining, selling it to three companies associated with Tether executives. The transaction, valued at up to $200 million, marks a significant step in the company’s strategic reorganization amid ongoing investigations and regulatory scrutiny.

The sale was finalized with Highland Group Mining, Appalachian Energy, and an Alberta-based firm, reportedly managed by Tether co-founder Giancarlo Devasini and CEO Paolo Ardoino. The Financial Times reports that filings indicate Devasini and Ardoino serve as directors for Highland Group, while Devasini is the sole director for the Alberta company. The ownership structure remains ambiguous regarding Appalachian Energy, based in Delaware.

Northern Data initially announced plans to sell Peak Mining in November, withholding disclosure of the buyers due to German regulatory requirements. This sale coincided with Tether’s investment activities in the broader cryptocurrency and technology sectors. Interestingly, the deal occurred just prior to Tether’s nearly 50% stake in video-sharing platform Rumble publicly agreeing to acquire Northern Data.

Tether’s complex web of financial ties. Source: The Financial Times

History of the Deal and Regulatory Challenges

This transaction marks the second attempt to sell Peak Mining to a Devasini-controlled entity. Previously, in August, Northern Data announced a non-binding agreement to sell the division to Elektron Energy for €235 million, a deal that ultimately fell through amid whistleblower allegations.

Northern Data is under investigation by European prosecutors for suspected tax fraud, with raids on its offices taking place in September. The company’s financial ties to Tether are extensive, with the stablecoin issuer reportedly holding a €610 million ($715 million) loan from Northern Data. As part of the recent deal, Tether will receive half of the loan’s balance in Rumble stock, while the remaining amount will be converted into a new loan secured against Northern Data assets.

Broadening Tether’s Horizons

Dominating the stablecoin market with a 60% share and approximately $187 billion in circulating USDT, Tether continues to diversify into sectors beyond digital assets. Its recent activities include investments in AI, video-sharing platforms, and an attempt to acquire Juventus Football Club for $1.1 billion—an effort that was rejected by the club’s owners.

As Tether expands its portfolio, its strategic moves indicate a broader ambition to integrate blockchain technology with mainstream industries, amid ongoing questions about regulatory compliance and financial transparency.

This article was originally published as Tether Execs Acquire Northern Data’s Miner Arm in Major Industry Move on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

New Malware Threat Targets Crypto Wallets and Browser Extensions

Cybersecurity firm Kaspersky has uncovered a sophisticated new malware campaign that poses a significant threat to cryptocurrency users and browser data. The malware, named “Stealka,” is designed to harvest sensitive information from Windows systems and is distributed through seemingly innocent gaming and software-related platforms.

Discovered in November, Stealka masquerades as game cheats, mods, and cracks, particularly for popular titles like Roblox, along with software cracks for applications such as Microsoft Visio. The malware leverages trusted sites such as GitHub, SourceForge, and Google Sites to spread, making it particularly insidious. Cybercriminals are also creating highly convincing fake websites that appear professional, using artificial intelligence tools to lure victims more effectively.

A fake website impersonating Roblox scripts, Source: Kaspersky

Targeting Browser Data and Cryptocurrency Wallets

Kaspersky researcher Artem Ushkov emphasized that Stealka possesses an extensive array of capabilities, notably targeting browser data from over 100 Chromium and Gecko-based browsers, including Chrome, Firefox, Opera, Yandex, Edge, and Brave. This broad range exposes a large user base to potential compromise.

The malware primarily aims to extract autofill data such as login credentials, addresses, and payment card information. Additionally, it targets the databases and settings of 115 browser extensions related to crypto wallets, password managers, and two-factor authentication services—making digital assets and credentials highly vulnerable.

Among the targeted crypto wallets are major platforms like Binance, Coinbase, Crypto.com, SafePal, Trust Wallet, MetaMask, Ton, Phantom, Nexus, and Exodus. Messaging apps such as Discord, Telegram, Unigram, Pidgin, and Tox, along with email clients, VPN applications, and gaming clients, are also at risk.

Protection Strategies

Kaspersky recommends users employ reputable antivirus software and password managers, avoiding the practice of storing passwords directly within browsers. It also advises against using pirated software and unofficial game modifications, which are common vectors for malware spread. Keeping software up-to-date and remaining cautious about sources for downloads are key steps in protecting oneself from such threats.

Recent reports from Cloudflare highlighted that over 5% of all emails worldwide contain malicious content, with more than half of these including phishing links and malicious HTML attachments. This underscores the importance of vigilance across all digital interactions in safeguarding crypto assets and personal information.

This article was originally published as Stealth Malware Infects Crypto Wallets Through Popular Game Mods on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Prediction Markets in Financial Apps Spark Concerns Over User Retention and Stability

As major financial platforms increasingly incorporate prediction markets, industry experts warn this expansion could inadvertently accelerate user churn and threaten the long-term stability of retail-focused apps. Santiago Roel Santos, founder and CEO of Inversion Capital, expressed reservations about the rising trend, emphasizing potential risks to user engagement and platform durability.

Key Takeaways

Prediction markets are gaining traction in mainstream finance apps like Robinhood, Coinbase, and Gemini, especially amid heightened interest during significant events like elections.

Santos argues that while prediction markets appeal initially due to simplicity and accessibility, they may undermine user longevity by increasing the likelihood of account liquidation through high-risk betting.

The increased focus on speculative products could ultimately divert apps from their core mission of providing reliable financial services to retail clients.

Experts suggest that prioritizing more traditional, steady financial products may lead to greater user retention and long-term platform success.

Tickers Mentioned:

Tickers mentioned: $BTC, $ETH

Sentiment:

Sentiment: Cautiously Bearish

Price Impact:

Price impact: Negative, as the emphasis on high-risk prediction markets may lead to increased user churn and potential platform instability.

Trading Idea (Not Financial Advice):

Hold. The rise of prediction markets introduces risks that could outweigh short-term gains, warranting a cautious approach.

Market Context:

Market context: This development reflects broader trends toward integrating crypto-based betting and prediction platforms into mainstream financial apps, amid ongoing debates about user risk management.

Rewritten Article Body

Financial platforms seeking to incorporate prediction markets are raising concerns over increased user churn and platform stability, according to Santiago Roel Santos, CEO of Inversion Capital. Santos highlighted that while he believes in the potential of prediction markets, integrating these into mainstream finance apps like Robinhood might pose long-term risks.

In a recent blog post, Santos explained, “The problem with casino-like products isn’t that users lose money. It’s that casinos accelerate churn. The longer users stay within these high-risk environments, the higher the chance of liquidation.” He cautions that frequent liquidation risks can effectively remove users from the platform altogether, diminishing its value over time.

Major platforms such as Robinhood have begun to ramp up prediction market offerings, particularly during the 2024 US elections, with partnerships like Robinhood’s collaboration with Kalshi. Additionally, Coinbase announced plans to expand prediction markets through its “everything app” initiative, partnering with Kalshi, while Gemini’s affiliate received a license to offer event-based contracts.

Santos argues that such developments, while beneficial for short-term revenue, may detract from a platform’s core mission of providing stable, reliable financial services to retail consumers. “Products like Robinhood succeed initially because they are simple, accessible, and native to digital environments,” he said. “But as users age, the real opportunity lies in growing with them and capturing more of their financial lives, rather than maximizing short-term gains from peak speculation.”

He emphasized that traditional financial products such as credit cards, insurance, and savings vehicles, although less glamorous, foster longer-lasting user relationships because they align with everyday financial management.

Santos concludes that prediction markets may create immediate gains on paper but could introduce fragile, risk-laden dynamics that threaten the overall health of financial apps. “Financial superapps that treat churn as a core risk will ultimately develop stronger moats and more sustainable outcomes,” he remarked, emphasizing the importance of prioritizing products that users naturally want as they progress financially.

This article was originally published as Inversion CEO Warns Prediction Markets Increase Fintech User Churn on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Tokenization Set to Accelerate Financial Industry Transformation, Says MoonPay Executive

Keith Grossman, president of crypto payments provider MoonPay, predicts that asset tokenization will revolutionize the financial sector more rapidly than the digital upheaval that transformed traditional media. As blockchain technology finally integrates deeply into financial services, enterprises are increasingly adopting tokenized assets, signaling a profound shift toward digital representations of real-world holdings.

Key Takeaways

Major financial institutions like BlackRock and Franklin Templeton are actively implementing tokenized funds and money market products on public blockchains.

Large banks are piloting blockchain-based settlement, deposits, and asset transfers, signaling mainstream adoption.

The market value of real-world asset tokenization exceeds $19 billion, excluding stablecoins.

Policy frameworks by regulators such as the SEC and CFTC are paving the way for 24/7 global capital markets through tokenized assets.

Tickers mentioned: None

Sentiment: Optimistic about the transformative potential of tokenization in finance

Price impact: Positive, as major institutions and regulators embrace tokenized assets, suggesting increased liquidity and efficiency gains.

Trading idea (Not Financial Advice): Hold, given the growing institutional acceptance and regulatory clarity supporting tokenized asset markets.

Market context: The ongoing shift reflects a broader transition towards blockchain-enabled financial infrastructure, fostering continuous trading and global accessibility.

Tokenization of real-world assets is poised to accelerate the evolution of financial markets, according to Grossman. He emphasizes that this technological shift will incentivize traditional institutions to adapt, as major players such as BlackRock and Franklin Templeton already offer tokenized funds and are experimenting with blockchain-based products. Additionally, global banks are conducting pilots on on-chain settlement and real-time asset transfers, signaling a significant paradigm shift.

The sector’s market capitalization underscores its burgeoning growth — nearly $19 billion, excluding stablecoins — highlighting the increasing interest in transforming conventional assets into digital tokens. This evolution promises numerous benefits, including 24/7 market access, worldwide asset class reach, reduced transaction costs via disintermediation, and drastically lowered settlement times to mere minutes. This contrasts sharply with traditional markets, which operate within fixed hours and face delays due to settlement processes.

Regulatory developments are also advancing the cause. In September, the SEC and CFTC issued a joint statement to establish a framework supporting 24/7 capital markets, aiming to modernize and liberalize trading environments. Notably, the Depository Trust and Clearing Corporation (DTCC), which processed approximately $3.7 quadrillion in settlement volume in 2024, has received SEC approval to begin offering tokenized financial instruments, starting with U.S. Treasuries and stock indices expected to launch in late 2026.

This momentum underscores a fundamental shift in financial infrastructure, mirroring the digital transformation seen in media decades ago. As regulatory clarity increases and institutional interest grows, tokenized assets are positioned to reshape traditional finance, fostering greater efficiency, transparency, and accessibility.

This article was originally published as How RWA Tokenization Is Revolutionizing Finance in 2026 – Crypto Exec Insights on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Bitcoin Quantum Resilience: Experts Weigh In on Post-Quantum Migration Timeline

The ongoing debate over Bitcoin’s preparedness for quantum computing threats continues to intensify, with industry experts estimating that a transition to post-quantum standards could take at least five to ten years. While quantum computers are not viewed as an immediate danger, discussions highlight the need for thoughtful protocol upgrades spanning a decade or more.

Key Takeaways

Bitcoin developers and industry insiders estimate a 5-10 year window for migrating to quantum-resistant standards.

There is consensus that near-term threats from quantum computing are unlikely, but protocol upgrades are complex due to Bitcoin’s decentralized consensus model.

Venture capitalists and maximalists debate the immediacy of the quantum threat, with some emphasizing the potential cost and difficulty of attacking Bitcoin.

Experts advocate for proactive measures, including implementing quantum-resistant signatures via Bitcoin Improvement Proposals.

Tickers mentioned: None

Sentiment: Cautiously optimistic

Price impact: Neutral, as concerns about quantum threats have yet to translate into significant market fluctuations

Trading idea (Not Financial Advice): Hold, given the long-term nature of protocol upgrades and the current lack of immediate threat

Market context: The debate underscores ongoing efforts within the crypto community to balance innovation risk with security concerns amid broader market developments.

Expert Insights on Quantum Threats

Bitcoin core developer and co-founder of crypto custody platform Casa, Jameson Lopp, emphasized that shifting Bitcoin to post-quantum standards will likely span at least five to ten years. In discussions on social media, Lopp aligned with industry peers like Adam Back of Blockstream, asserting that there is no imminent threat from quantum computing to Bitcoin’s security.

“Quantum computers won’t break Bitcoin in the near future. We’ll keep observing their evolution. Yet, making thoughtful changes to the protocol and an unprecedented migration of funds could easily take 5 to 10 years,”

he stated.

Lopp noted the complexity of upgrading Bitcoin’s protocol due to its decentralized consensus mechanism. He highlighted that although immediate risks are minimal, proactive steps are essential to ensure security in the long term. Meanwhile, the debate within the community is polarized: maximalists advocate for cautious approaches, while venture capitalists warn of an imminent threat that could impact Bitcoin’s value and security.

Bitcoin advocate Pierre Rochard suggested that quantum-resistance solutions are financially feasible for non-profit organizations and venture capital firms. He argued that the enormous cost of quantum attacks might force governments to subsidize these efforts, considering Bitcoin’s resilience against currently available quantum algorithms.

Bitcoin investor and CEO of wallet firm JAN3, Samson Mow, echoed similar skepticism, emphasizing that quantum computers currently lack the necessary capability to factor large numbers critical to Bitcoin’s cryptographic security, particularly the number 21 million.

Despite the prevailing skepticism, some experts warn that a failure to prepare could jeopardize Bitcoin’s market value. Charles Edwards, founder of the investment fund Capriole, warned that if Bitcoin does not adopt quantum-safe measures by 2028, its price could dip below $50,000. He advocates for the enforcement of Bitcoin Improvement Proposal 360, which introduces a quantum-resistant signature scheme for Bitcoin transactions.

This article was originally published as Crypto Exec Warns It Could Take a Decade to Transition BTC to Post-Quantum Security on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

DraftKings Expands Into Prediction Markets, Paving the Way for Crypto-Linked Event Contracts

DraftKings, the prominent US-based sports betting and entertainment company, is venturing into the emerging sector of prediction markets, with plans to incorporate crypto-linked contracts as the industry gains increased regulatory acceptance in the United States. This move marks a significant step towards mainstream adoption of event-based contracts tied to both sports and financial outcomes.

Key Takeaways

DraftKings has launched the Predictions app, allowing users to trade contracts on various event outcomes, initially available in 38 states.

The platform supports trading in 17 states, with plans to expand into crypto, entertainment, and cultural events.

Trading is facilitated via Railbird Exchange, a derivatives platform registered with the US Commodity Futures Trading Commission, ensuring regulatory compliance.

This growth signifies broader acceptance and visibility for prediction markets within traditional and crypto-native sectors.

Tickers mentioned: None

Sentiment: Positive

Price impact: Neutral. The launch enhances market infrastructure without immediate price fluctuations.

Trading idea (Not Financial Advice): Observe for early adoption signals as prediction markets become more regulated and accessible.

Market context: The expansion of prediction markets reflects a broader trend of integration between traditional gambling, financial trading, and emerging crypto infrastructure.

Expansion into Prediction Markets

DraftKings’ move into prediction markets demonstrates a strategic effort to diversify its offerings beyond conventional sports betting. The company announced the launch of its Predictions app, enabling consumers to trade contracts based on outcomes ranging from sports results to financial events. Initially accessible in 38 states, the app permits trading on sports-related outcomes in 17 states, with future plans to broaden its scope into the realms of crypto, entertainment, and cultural events.

The platform leverages Railbird Exchange, a derivatives marketplace registered with the US Commodity Futures Trading Commission, providing a regulated environment for event-based trading. This infrastructure aligns DraftKings with established market standards similar to CME Group, fostering credibility and compliance in a traditionally uncharted sector for the company.

This initiative occurs as prediction markets gain momentum across the broader crypto and fintech landscapes. While DraftKings’ market does not currently operate on blockchain or decentralized technology, the sector has seen significant growth thanks to crypto-native platforms like Polymarket, which popularized onchain prediction markets, especially during key political events such as the 2024 US presidential election.

Other notable players include Kalshi, a US-regulated prediction exchange, and infrastructure providers like Bitnomial Clearinghouse, which aims to support prediction markets linked to cryptocurrency and macroeconomic outcomes. Major crypto exchanges such as Coinbase and Gemini are also venturing into prediction markets, signaling a shift toward mainstream acceptance and regulatory integration.

This convergence of traditional betting companies and crypto infrastructure underscores an evolving landscape where regulated, event-based trading is poised to expand further, potentially bridging the gap between conventional markets and innovative blockchain-based mechanisms.

This article was originally published as DraftKings Launches Prediction Markets & Explores Crypto Contract Opportunities on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Bitcoin Price Sentiment Diverges as Weekly Close Approaches

As the weekly close approaches, Bitcoin traders are divided in their outlooks, with some analysts predicting a significant drop below $70,000 while others anticipate a rebound. The cryptocurrency’s price movements this week have sparked ongoing debate among market participants about its short-term trajectory.

Key Takeaways

Bitcoin’s weekly close is prompting a split in trader sentiment, with bullish and bearish forecasts gaining traction.

Some analysts are warning of a potential correction, citing resistance levels and market volatility.

Others highlight strong on-chain metrics and institutional interest as signs of resilience.

The critical price levels around $70,000 and $150,000 are focal points for traders assessing possible outcomes.

Tickers mentioned: None explicitly mentioned in this context.

Sentiment: Mixed / Cautiously Bullish

Price impact: Neutral — As market participants debate, overall pricing remains volatile without a clear consensus trend.

Trading idea (Not Financial Advice): Hold — Given the divergence in market signals, traders might consider patiently watching for confirmation before making significant moves.

Market context: The ongoing uncertainty reflects broader market conditions, where macroeconomic factors and institutional involvement continue to influence Bitcoin’s volatility.

Market Overview

Bitcoin’s recent price dynamics have seen a notable divergence among traders as it nears the closing of the weekly trading window. Some analysts warn that reaching certain resistance levels could trigger a correction, potentially dropping below the $70,000 mark—a level not seen in over a year. The concerns stem from technical indicators that suggest overbought conditions and increased resistance at current levels.

Conversely, a subset of market watchers highlights supportive on-chain data, including rising active addresses and institutional inflows, which point to sustained demand and resilience amidst the volatility. These bullish voices argue that despite short-term fluctuations, Bitcoin remains in a long-term upward trajectory, with some referencing the potential for reaching new all-time highs.

The contentious outlook is further complicated by looming macroeconomic developments and the regulatory environment, which continue to weigh on sentiment. As traders attempt to decipher the price direction, critical levels around $70,000 and $150,000 serve as psychological markers for potential correction or rally. The upcoming weekly close is thus pivotal, with the possibility of setting the tone for the next phase of Bitcoin’s volatile but often resilient market behavior.

This article was originally published as Bitcoin Traders Divided: Will BTC Crash to $70K or Rebound Soon? on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Bitcoin Rejected at $100K defines current market direction as institutional demand weakens and selling pressure grows. Fundstrat’s latest outlook frames a deeper correction by early 2026 amid fading momentum signals. ETF outflows and onchain trends reinforce expectations for a prolonged downside phase.

Bitcoin Outlook Turns Defensive as Distribution Expands

Bitcoin Rejected at $100K continues shaping technical structure after repeated failures near the psychological resistance. Weekly charts show price trading below key moving averages, while momentum indicators signal sustained weakness. Analysts project support near $81,000, with lower levels exposed if selling accelerates.

Bitcoin Rejected at $100K also reflects a clear shift in institutional behavior during late 2025.

Spot Bitcoin ETFs became net sellers, shedding roughly 24,000 BTC across recent quarters.

This reversal mirrors previous cycle peaks, where demand erosion preceded extended drawdowns.

Bitcoin Rejected at $100K aligns with Fundstrat’s base case for a $60,000 to $65,000 bottom. The firm highlights cycle indicators pointing toward bear market troughs during the first half of 2026. This framework prioritizes capital preservation until price confirms renewed strength.

Ethereum Faces Parallel Weakness as Liquidity Contracts

Ethereum follows Bitcoin Rejected at $100K dynamics, since broader market liquidity continues tightening. Fundstrat expects Ethereum to retrace toward the $1,800 to $2,000 zone during the correction. Such levels correspond with prior accumulation ranges formed before the last expansion phase.

Ethereum network activity also slowed as speculative demand eased across decentralized applications. Lower transaction growth reduces short term fee generation and weakens sentiment across major protocols. Price action remains vulnerable to macro driven risk reduction.

Ethereum historically tracks Bitcoin Rejected at $100K periods with delayed stabilization.

During prior cycles, Ethereum found durable support only after Bitcoin established clear bases. Analysts frame the projected range as structural rather than temporary volatility.

Solana Revisits Prior Cycle Lows Amid Risk Reset

Solana reflects Bitcoin Rejected at $100K pressures, amplified by higher beta characteristics. Fundstrat projects Solana revisiting $50 to $75, matching consolidation zones from 2023. This scenario assumes sustained risk aversion across alternative layer one assets.

Solana ecosystem growth slowed as speculative capital rotated away from emerging networks. Lower volume across decentralized exchanges reduced fee capture and short term narrative strength. Price sensitivity to broader market drawdowns increased.

Solana historically underperforms during Bitcoin Rejected at $100K distribution phases. Previous cycles showed strong recoveries once macro conditions stabilized. Analysts frame the projected decline as cyclical rather than structural weakness.

This article was originally published as Bitcoin Rejected at $100K: Fundstrat Eyes $60K Bottom as ETFs Turn Net Sellers on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Stablecoins Poised to Surpass US ACH Transactions by 2026, According to Galaxy Research

Forecasts indicate that stablecoins could handle more transaction volume than the US Automated Clearing House (ACH) network within the next three years. Driven by increasing adoption, regulatory clarity, and expanding use cases, stablecoins are emerging as a significant force in financial transactions. Industry insights from Galaxy Digital’s research arm highlight a growing trend that could reshape the landscape of digital payments and settlement systems.

Key Takeaways

Stablecoin transaction volumes are already surpassing major credit card networks such as Visa.

Current stablecoin activity processes roughly half the volume of the ACH system, with projections indicating this may increase significantly by 2026.

Stablecoin supply growth remains robust, with an annual increase rate of 30%–40%, paralleling rising transaction volumes.

Regulatory developments, including the expected implementation of the GENIUS Act in early 2026, are poised to facilitate further expansion of stablecoin usage.

Tickers mentioned: none

Sentiment: Bullish

Price impact: Positive. Stablecoin adoption growth signals increased transaction activity and institutional interest.

Trading idea (Not Financial Advice): Hold—ongoing regulatory clarity and market expansion support stability in the sector.

Market context: Increasing adoption of stablecoins reflects broader shifts toward digital assets in mainstream financial systems.

According to Galaxy Digital’s research, stablecoins are approaching a critical threshold, with their transaction volume now exceeding that of traditional credit card networks like Visa. Currently, stablecoin transactions process approximately half the volume of the ACH system, responsible for a significant portion of US bank payments. The research suggests that by 2026, stablecoins could process more transactions than ACH.

Thad Pinakiewicz, Vice President of Research at Galaxy, highlighted that stablecoin issuance and transaction volumes are growing at a compound annual rate between 30% and 40%. This consistent growth is propelled by increasing acceptance across various sectors, including remittances, payments, and decentralized finance. Regulatory developments, notably the proposed GENIUS Act set for early 2026, are anticipated to provide legal clarity, further accelerating stability and adoption.

The report also projects a bullish outlook for Bitcoin, predicting it could reach a value of $250,000 by the end of 2027. However, Galaxy Research’s head of firmwide research, Alex Thorn, emphasized that 2026 remains unpredictable, though the possibility of Bitcoin hitting new all-time highs cannot be ruled out amid the volatility of the current environment.

Meanwhile, the stablecoin market continues to expand. Data from DefiLlama estimates the total market cap at around $309 billion, with dominant players like Tether and USDC maintaining their lead. Recent developments include Western Union’s plans to launch its own US dollar-pegged stablecoin on the Solana blockchain and Sony Bank’s preparations for a stablecoin integrated into its US ecosystem, including gaming and subscription services. Additionally, SoFi Technologies recently introduced SoFiUSD, a fully reserved US dollar stablecoin issued by SoFi Bank, aimed at enabling low-cost settlements for financial institutions.

Expert Jianing Wu from Galaxy predicts that stablecoin consolidation will occur by 2026, favoring a handful of widely accepted tokens over a broad spectrum of digital dollars. This trend underscores an increasing march toward mainstream adoption and integration of stablecoins in global finance.

This article was originally published as Galaxy Forecasts Stablecoins to Surpass ACH Transactions by 2026 on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Hayes Reallocates Portfolio

Arthur Hayes affirmed that he took less Ethereum exposure to take more positions in the high-quality DeFi assets. He mentioned that liquidity flowing into crypto markets will potentially prioritize more to decentralized protocols over large-cap layer-one tokens. Furthermore, he attributed this perception to a long-term risk appetite in the digital assets. Blockchain data revealed that Hayes had moved about 2 million dollars worth of ETH to centralized exchanges. On-chain trackers, which were detected above, also identified institutional counterparties. These deals were indications of active portfolio repositioning and not custodial.

ETH price dynamics indicated growing uncertainty in the market at large. There were multiple attempts by which ETH did not regain the main resistance levels. Therefore, near-term trading activities were still dominated by consolidation around the level of $3,000.Institutional traders added to the pressure on Ethereum prices. In the week that concluded December 15, spot Ethereum ETFs took in net outflows of over 600 million. Importantly, these exits were accompanied by the declining momentum and the weaker spot demand.

The decentralized finance tokens received a new focus with the allocation by Hayes. Also, traders noticed increased liquidity in trading, liquidity, and on-chain yield protocols. This trend emphasized changing tastes of high-end market players.Market analyst Ted Pillows referred to the zone of 3,000 as a consolidation area. He added that a long-term bullish trend would help ETH to reach 3,200. Nonetheless, inability to maintain support can open up demand regions of between 2,700 and 2,800.

Broader Market Environment

Ether is trading side by side with conflicting institutional flows and the positioning of speculations. In addition, the ETF activity and capital rotation are also still influential. These circumstances keep on influencing at least not defining a strong direction of tendency.

This article was originally published as Ether Selling Pressure Increases when Arthur Hayes Dumps $2M in DeFi Tokens on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

US Federal Deposit Insurance Corp. Proposes Clear Framework for Bank-Issued Stablecoins

The Federal Deposit Insurance Corporation (FDIC) is advancing efforts to regulate bank-issued stablecoins, following the passage of the GENIUS Act. This move aims to establish a transparent regulatory pathway for insured banks seeking to issue digital dollar equivalents through subsidiaries, marking a significant step toward institutionalizing stablecoin issuance within traditional banking frameworks.

In a detailed 38-page proposal published on the FDIC’s website, the agency outlined criteria for approval that include rigorous evaluation of both parent institutions and their subsidiaries. Banks wishing to issue stablecoins would need to comply with standards related to issuance processes, reserve backing, and redemption policies as stipulated under the GENIUS Act. Notably, the proposal necessitates public feedback before final adoption, emphasizing the agency’s commitment to a careful regulatory approach.

Under the framework, banks would apply through a subsidiary structure, with the FDIC scrutinizing each application to ensure adherence to safety and soundness principles. The approach aims to foster innovation while safeguarding depositors and maintaining financial stability. Visual excerpts from the proposal illustrate the approval process, underscoring the FDIC’s intent to strike a balance between fostering technological advancement and enforcing regulatory oversight.

American Bitcoin Surpasses ProCap in Corporate Bitcoin Hoarding

American Bitcoin, a prominent digital asset company linked to the Trump family, has entered the top 20 ranks of corporate Bitcoin holders after surpassing ProCap Financial. The company’s accumulated holdings now total approximately 5,098 BTC, valued at around $452 million, marking a notable escalation in its digital asset treasury since December.

The firm, which trades publicly on the Nasdaq following a reverse merger with Gryphon Digital Mining, has increased its holdings by over 1,000 BTC in recent months. However, its stock remains highly volatile, reflecting the inherent price swings characteristic of Bitcoin-related securities, which are closely tied to Bitcoin’s market performance.

Anchorage Digital Acquires Securitize’s Advisory Platform to Boost Institutional Offerings

Anchorage Digital, a leading U.S.-based institutional digital asset bank, announced the acquisition of Securitize’s investment advisory platform, Securitize For Advisors (SFA). The move aims to streamline custody and advisory services for registered investment advisers (RIAs), expanding Anchorage’s institutional footprint.

This strategic acquisition enables Anchorage to integrate custody capabilities directly with adviser-facing tools, enhancing service offerings. Since obtaining a federal banking charter, Anchorage has been expanding its services, including a recent partnership with Cantor Fitzgerald to bolster Bitcoin custody solutions, reinforcing its position as a key player in institutional digital assets.

Bhutan to Leverage Bitcoin Reserves for Economic Development

The Kingdom of Bhutan, one of the largest state holders of Bitcoin, announced plans to utilize a portion of its holdings to finance the construction of Gelephu Mindfulness City. This initiative aims to develop a sustainable economic hub fostering innovation and growth while preserving long-term capital value.

With over 11,000 BTC held, Bhutan emphasizes a cautious and governance-driven approach to deploying its reserves. The country’s government stressed the importance of transparency, oversight, and capital preservation as it explores strategic uses of its digital assets to support economic diversification and development initiatives.

This article was originally published as FDIC’s GENIUS Act Stabilizes Crypto: Key Week of Industry Breakthroughs on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Brazilian Cryptocurrency Market Shows Robust Growth in 2025

Brazil’s cryptocurrency sector experienced significant expansion in 2025, with transaction volumes increasing by 43% year-over-year. An upward trend in investor engagement is evident, as the average investment per user surpassed the $1,000 threshold, reflecting a shift towards more structured portfolio approaches rather than speculative trading. This data is sourced from Mercado Bitcoin, Latin America’s largest digital asset exchange.

Key Takeaways

Transaction volume in Brazil’s crypto market surged by 43% in 2025.

The average investment per user exceeded $1,000, indicating growing confidence among investors.

Diversification is gaining traction, with 18% of investors holding multiple assets.

Stablecoins saw a threefold increase in transactions, serving as a preferred entry point during macroeconomic uncertainty.

Tickers mentioned: Bitcoin, USDT, Ether, Solana

Sentiment: Bullish

Price impact: Positive. The rising investment figures and diversification suggest increased investor confidence and market maturation.

Trading idea (Not Financial Advice): Hold. Continued growth in structured investment products indicates a resilient market trend.

Market context: This growth aligns with broader adoption of cryptocurrencies in emerging markets, driven by increasing regulatory clarity and innovative financial products.

Market Dynamics and Investor Behavior

The report highlights that Bitcoin remains the most traded asset within the Brazilian crypto ecosystem, followed by stablecoins like USDT, Ether, and Solana. Stablecoins, in particular, have emerged as a crucial on-ramp for new and seasoned investors alike. The volume of stablecoin transactions more than tripled compared to the previous year, reflecting a preference for lower volatility amidst ongoing macroeconomic uncertainties.

Bitcoin remains most-traded asset in Brazil. Source: Mercado Bitcoin

Expanding Market Participation and New Products

Lower-risk investment products gained momentum, with digital fixed-income offerings, known locally as Renda Fixa Digital, experiencing a 108% increase in volume—totaling approximately $325 million in distributions to investors. The demographic landscape is also shifting, with a 56% increase in participation among investors aged 24 and under. Demand for crypto assets is broadening across all age groups and regions, including high-net-worth and institutional investors.

Regionally, São Paulo and Rio de Janeiro continue to lead transaction volume, but participation has expanded into the Central-West and Northeast regions, indicating broader adoption across the country.

Institutional Adoption and Strategic Recommendations

In a notable development, Itaú Asset Management advised investors to allocate between 1% and 3% of their portfolios to Bitcoin, citing increasing geopolitical risks, monetary policy shifts, and currency volatility. Strategist Renato Eid described Bitcoin as a distinct asset class with hedging potential due to its decentralized and global nature, despite its noticeable price swings in 2025.

This article was originally published as Brazil Crypto Surge: 43% Increase as Average Investments Exceed $1,000 on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

US Legislation Proposed to Ease Taxation on Small-Value Crypto Transactions and Staking Rewards

The United States Congress is considering a new bill aimed at modernizing tax regulations surrounding digital assets, with a focus on reducing the burden for routine crypto users. The proposed legislation would exempt small stablecoin transactions from capital gains taxes and introduce provisions to defer taxes on staking and mining rewards, aligning tax policy with evolving use cases in crypto payments and DeFi.

Key Takeaways

Exempts stablecoin transactions under $200 from capital gains recognition if issued by approved entities.

Implements safeguards, including restrictions if stablecoins deviate from strict price ranges.

Allows taxpayers to defer taxes on staking and mining rewards for up to five years.

Aims to foster innovation while maintaining anti-abuse measures through regulatory oversight.

Tickers mentioned: N/A

Sentiment: Positive

Price impact: Positive — the bill could make crypto transactions more accessible and fiscally manageable for retail users.

Trading idea (Not Financial Advice): Hold — the legislation’s passage may lead to broader participation but requires cautious monitoring of regulatory developments.

Market context: The bill aligns with ongoing efforts to integrate cryptocurrencies into mainstream financial frameworks amidst a rapidly evolving regulatory landscape.

Details of the Proposed Legislation

The bill, introduced by Representatives Max Miller of Ohio and Steven Horsford of Nevada, seeks to amend the Internal Revenue Code. Its primary objective is to simplify the taxation of small-value crypto transactions, specifically targeting stablecoins pegged to the US dollar. Under the draft, users would not be required to recognize gains or losses on stablecoin transactions up to $200, provided the stablecoin is issued by a compliant issuer under the GENIUS Act and maintains a stable trading range around $1.

The legislation includes critical safeguards, such as prohibiting the exemption if the stablecoin’s price deviates beyond a narrow band, and excludes brokers or dealers from the benefits, aiming to prevent market manipulation or abuse. The Treasury Department would retain authority to establish anti-abuse rules and enforce reporting requirements.

Draft bill explains the reasoning behind tax breaks. Source: House

Reforming Crypto Income Taxation and Promoting Innovation

Beyond facilitating routine transactions, the bill addresses the continuous issue of “phantom income” associated with staking and mining rewards. It proposes that crypto holders can choose to defer recognizing income from such activities for up to five years, rather than facing immediate taxation. This approach aims to strike a balance between the control over digital assets and timely tax collection, providing relief to miners and stakers.

Additional provisions include extending the taxation treatment for securities lending to certain digital asset lending arrangements, applying wash sale rules to actively traded cryptocurrencies, and allowing traders and dealers to adopt mark-to-market accounting methods. These measures are designed to modernize and streamline crypto taxation, encouraging more participation from investors and developers.

Last week, the Blockchain Association and over 125 industry groups penned a letter to the US Senate Banking Committee, opposing efforts to limit stablecoin rewards on third-party platforms. They argued that such restrictions could hinder innovation, favor large incumbents, and diminish competitive incentives, comparing stablecoin rewards to traditional incentives offered by financial institutions.

The proposed legislation indicates a concerted effort to craft a regulatory environment that supports growth and innovation while implementing safeguards to prevent abuse and market manipulation. As discussions continue, the crypto industry advocates for a balanced approach that fosters technological advancement without undermining fair competition.

This article was originally published as US Lawmakers Seek Tax Breaks and Reward Deferrals for Stablecoins and Staking on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Support Grows for Senator Cynthia Lummis as She Announces Departure from Congress

The cryptocurrency industry has collectively voiced strong support for Senator Cynthia Lummis (Wyoming), a prominent pro-crypto advocate, following her announcement that she will not seek reelection in 2026. Known for her leadership in shaping cryptocurrency policy, Lummis has garnered respect across the industry for her unwavering stance on digital assets and regulatory clarity.

Lummis’s departure marks the end of an influential chapter in US crypto legislation. Industry leaders and venture capitalists have lauded her contributions. Collin McCune, head of government affairs at a16z, stated on X that “crypto would not be where it is today without her fight in Congress.” Similarly, Greg Xethalis, general partner at Multicoin Capital, praised her for driving forward policy initiatives, noting, “Her priorities have advanced because sometimes it takes a cattle rancher like Senator Lummis to steer good policy.”

Throughout her tenure, Lummis was an outspoken critic of the former SEC Chair Gary Gensler’s enforcement-heavy approach towards regulation. She championed bills such as the Responsible Financial Innovation Act and the US Clarity Act, both aimed at providing regulatory certainty for digital assets.

Source: Jayson Browder

In a widely viewed post on X, Lummis announced her decision, saying she does not have “six more years” in her. “I am a devout legislator, but I feel like a sprinter in a marathon. The energy required doesn’t match up,” she explained. Her departure has elicited praise from various corners of the industry, including White House officials. David Sacks, the administration’s crypto and AI advisor, called Lummis “a great ally on crypto,” expressing regret over her exit.

Source: Matthew Sigel

Natalie Brunell, a Bitcoin advocate and host of Coin Stories, also paid tribute, thanking Lummis for her “service and for helping move the Bitcoin cause forward.” Brunell added her wishes for her to enjoy her next chapter.

Crypto Industry Remains Optimistic After Lummis’s Announcement

Despite her stepping down, industry insiders emphasize that legislative efforts continue unabated. Kyle Samani, managing partner at Multicoin Capital, highlighted that “jobs are not finished,” emphasizing ongoing efforts to push through key legislation in 2026.

Similarly, Sacks indicated that Congress is poised to take significant action early in the new year. “We are closer than ever to passing the landmark crypto market structure legislation that President Trump called for,” he proclaimed on Thursday.

The momentum comes amid anticipation surrounding the US Clarity Act, which aims to establish comprehensive regulatory frameworks for digital assets, with speculation that progress could accelerate in early 2024. Lummis’s departure underscores the ongoing transition within the legislative landscape, but advocates remain optimistic about the future of crypto policy in the United States.

This article was originally published as Crypto Community Reacts as US Senator Lummis Resigns on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Introduction

Recent developments highlight a significant shift in the cryptocurrency landscape, with major market players reducing their exposure and macroeconomic factors exerting downward pressure on digital asset prices. Notably, BitMine Immersion Technologies has surfaced as a prominent holder of Ether, positioning itself as a key proxy for ETH exposure in traditional markets. This article examines the current market sentiment, valuation dynamics, and implications for investors amid these evolving conditions.

Key Takeaways

Large institutional investors are consistently trimming their crypto holdings, contributing to ongoing selling pressure across Bitcoin, Ether, and XRP.

Global macroeconomic tightening, including rate hike expectations from the Bank of Japan and subdued reactions to Federal Reserve policies, dampens risk appetite.

Investor demand is waning, with fewer aggressive buyers stepping in during dips and slower accumulation of treasury assets than previous cycles.

Bitcoin is approaching critical long-term technical support levels, historically associated with prolonged downturns.

Tickers Mentioned

Tickers mentioned: $BTC, $ETH, $COIN

Sentiment

Sentiment: Bearish

Price Impact

Price impact: Negative, as macroeconomic headwinds and market liquidation pressures continue to suppress asset prices.

Market Context

Market context: The broader crypto environment faces headwinds from macroeconomic tightening and declining institutional interest, reflecting a cautious investor stance.

Analysis of BitMine’s Holdings and Valuation

BitMine Immersion Technologies announced its holdings as of December 2025, revealing an impressive stance with nearly 4 million Ether, 193 Bitcoin, a $38 million stake in Eightco Holdings, and cash reserves exceeding $1 billion. Its combined assets, including crypto, cash, and speculative investments, are valued at approximately $13.2-13.3 billion.

The company’s valuation is strikingly aligned with the worth of its crypto assets, particularly its Ether holdings. Currently, shares trade at low to mid-$30s, with a market cap around $13 billion based on approximately 426 million shares outstanding. This equivalence suggests that the company’s stock functions similarly to a large-scale ETF for Ether exposure, with its value heavily influenced by the cryptocurrency’s market price.

Investors and analysts note that this valuation framework diverges from conventional metrics, as it is driven by the market’s valuation of crypto holdings rather than operational profitability. The company’s treasury size makes its equity value highly sensitive to Ether’s price swings, with recent Ether additions underpinning its market valuation.

Recent financing activities, including issuance of shares at $4.50 each and warrants, further complicate the valuation, emphasizing the importance of understanding dilution and share count. Because the share count is large and potentially increasing, the per-share value of the Ether holdings can fluctuate without a corresponding change in total crypto assets.

Accounting rules, now requiring fair value measurement of crypto assets, mean price fluctuations directly impact reported earnings, adding another layer of risk for investors relying on traditional valuation metrics. Regulatory scrutiny on crypto holdings persists, emphasizing risks such as volatility, custody issues, and cybersecurity challenges.

For Ether investors, BMNR’s stock acts as a barometer of ETH’s market sentiment; however, its price movements can be distorted by corporate factors like dilution and financing structure. While it provides access to Ether exposure through equities, it does not necessarily reflect on-chain demand, serving more as a proxy influenced by corporate decisions and market mechanics rather than protocol fundamentals.

This article was originally published as What BitMine’s 4M ETH Treasury Signals for Its Stock Performance on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Bitcoin Price Could Drop to $75,000 Amid Market Sentiment Concerns

Crypto analysts suggest that despite recent gains, Bitcoin has yet to reach its market bottom, pointing to lingering optimism among retail traders that may hinder further declines. An expert from Santiment warns that Bitcoin could still fall by approximately 14.77% from its current price, potentially revisiting the $75,000 level, which would mark a significant correction.

Key Takeaways

Market sentiment remains overly optimistic, with traders dismissing potential downside risks.

Bitcoin’s recent price levels do not yet reflect a true bottom, according to sentiment indicators.

Global macroeconomic factors, like Japan’s rate hikes, could influence Bitcoin’s trajectory.

Contrasting signals from crypto indicators suggest the bottom might be closer than perceived.

Tickers mentioned: Bitcoin, Ethereum

Sentiment: Bearish

Price impact: Negative. The warning of a potential decline to around $75,000 reflects concerns over a possible correction amid cautious market sentiment.

Trading idea (Not Financial Advice): Hold. Caution is advised as traders wait for clearer signs of market stabilization.

Market context: The ongoing macroeconomic factors and mixed crypto indicators are creating a complex environment for Bitcoin’s near-term outlook.

Analyst Cautions on Market Optimism

Despite Bitcoin’s recent rally, Maksim Balashevich, founder of Santiment, emphasizes that the current level of online optimism is a red flag. He pointed out that social media discourse largely ignores the risks associated with rising global interest rates, particularly in Japan, where the central bank increased rates to a 30-year high of 0.75%. Historically, such rate hikes have correlated with corrections of around 20% in Bitcoin, aligning with the potential drop towards $75,000.

Bitcoin has gained 1.81% over the past 30 days. Source: CoinMarketCap

Balashevich underscored that the lack of fear in the market indicates that traders aren’t yet in the capitulation phase necessary for a market bottom to form. He noted, “The crowd isn’t scared enough for a bottom.” Conversely, some industry voices, such as Fidelity’s Jurrien Timmer, suggest Bitcoin might see a prolonged sideways movement or even a decline to about $65,000 before the next bullish phase.

Contradictory Market Signals

While sentiment surveys and social discourse hint at caution, other crypto market metrics provide a more positive outlook. The Crypto Fear & Greed Index, which gauges overall market sentiment, has been in “Extreme Fear” territory since mid-December, currently scoring 20. Meanwhile, the Altcoin Season Index indicates a “Bitcoin Season,” suggesting traders are favoring Bitcoin over altcoins.

These conflicting signals highlight the uncertainty in the market. As macroeconomic factors continue to influence investor behavior, traders remain cautious, awaiting clearer signs of direction amid a landscape marked by rapid shifts and diverse indicators.

This article was originally published as Crypto Market Sentiment Still Not Fearful Enough to Show Bottom — Santiment on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Bitcoin’s Long-Term Outperformance Over Gold, Says Expert

Bitcoin is poised to outperform gold over the long term, according to market analyst and Bitcoin advocate Matthew Kratter. He advises holders of Bitcoin not to convert their holdings into gold amidst its recent surge past $4,000 per ounce, emphasizing Bitcoin’s superior qualities as a store of value driven by scarcity, portability, verifiability, and divisibility.

Key Takeaways

Bitcoin is considered a better store of value due to its fundamental characteristics compared to gold.

Gold supply growth is gradual but can be accelerated by discoveries, impacting its inflation rate.

Gold presents logistical challenges in transportation and settlement, limiting its utility in digital finance.

Tokenized gold introduces counterparty risks, making it less ideal than digital assets like Bitcoin.

Tickers mentioned: None

Sentiment: Bullish on Bitcoin’s long-term potential

Price impact: Positive, as demand for Bitcoin is expected to increase relative to gold

Trading idea (Not Financial Advice): Hold Bitcoin to capitalize on its potential appreciation over gold

Market context: As digital assets gain prominence, traditional stores of value face challenges adapting to a digital economy

Gold’s Limitations in a Digital World

Kratter underscores that gold’s physical properties and logistical complexities hinder its effectiveness as a medium for online transactions. Moving gold through secure environments such as airports proves costly and impractical on a large scale, which impairs its use in settling trade imbalances efficiently.

Additionally, the supply of gold is steadily increasing, with annual growth rates of 1-2% over centuries. This slow but consistent increase can be aggravated by new discoveries, both underground and in space, which historically destabilized economies such as Spain’s during the 16th century due to inflation caused by sudden gold influxes.

The divergence between gold and Bitcoin price movements in 2025 highlights BTC’s growth potential. Source: TradingView

Kratter further points out that physical gold cannot be sent over the internet, limiting its role in digital transactions. While tokenized gold products offer a way to bridge this gap, they come with inherent risks such as issuer default, refusal to redeem, or potential government confiscation. These issues undermine the reliability of gold-backed digital assets compared to native cryptocurrencies like Bitcoin, which operate on decentralized networks, eliminating counterparty risks altogether.

This article was originally published as Why Bitcoin Outperforms Gold as the Ultimate Long-Term Store of Value, Says Analyst on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Bitcoin Enters Bear Market Cycle as Demand Suppresses Prices

Recent analyses indicate that Bitcoin’s demand has significantly waned since October 2025, signaling the onset of another bearish phase in its market cycle. CryptoQuant analysts highlight that investor interest in Bitcoin has dwindled across multiple demand waves, reflecting a potential shift in market sentiment and technical support.

Key Takeaways

Demand growth for Bitcoin has fallen below trend since early October 2025, weakening its price support.

Institutional holdings in Bitcoin ETFs declined by approximately 24,000 BTC during Q4 2025.

Bitcoin’s price has broken below the critical 365-day moving average, which now acts as a key resistance level.

Funding rates for perpetual futures have dropped to their lowest since December 2023, further confirming a bearish outlook.

Tickers mentioned: Bitcoin

Sentiment: Bearish

Price impact: Negative. The decline in demand and breaking critical technical levels suggest further downside potential for Bitcoin.

Market context: A combination of waning institutional interest, technical breakdowns, and macroeconomic factors has aligned to reinforce bearish pressures on Bitcoin.

Demand Deteriorates, Technicals Confirm Bearishness

CryptoQuant’s latest analysis underscores a marked slowdown in Bitcoin demand, which had previously surged during three distinct phases. The first demand wave materialized in January 2024 following the launch of Bitcoin ETFs in the United States, attracting institutional and retail investors. The second wave was driven by the outcomes of the 2024 US presidential election, sparking renewed speculation. The third emerged around the hype of Bitcoin treasury holdings by companies. However, according to CryptoQuant, these demand increments have now dissipated.

“Demand growth has fallen below trend since early October 2025. This indicates that the bulk of this cycle’s incremental demand has already been realized, removing a key pillar of price support.”

Moreover, institutional demand has contracted, with Bitcoin holdings in ETFs declining by roughly 24,000 BTC in the last quarter, contrasting sharply with the accumulation trend observed in Q4 2024. Funding rates, which represent the fees traders pay to hold perpetual futures positions, have also declined to their lowest levels since December 2023, further indicating a bearish sentiment.

Another critical technical signal is Bitcoin’s price falling below its 365-day moving average, a significant support level near $98,172. This breakdown suggests increased downside risk, as technical momentum shifts against the previous bullish trend.

Bitcoin continues to trade well below its 365-day moving average of about $98,172. Source: TradingView

Market Sentiment and Outlook

While some analysts remain optimistic about a potential recovery in 2026 fueled by falling interest rates and renewed demand, current market sentiment reflects widespread apprehension. According to CoinMarketCap’s Crypto Fear and Greed Index, investor sentiment remains in ‘fear’ territory, with only 22.1% expecting the Federal Reserve to lower interest rates at the upcoming January meeting, as per CME Group’s FedWatch tool.

In an era of macroeconomic uncertainty, geopolitical pressures like President Donald Trump’s attempts to influence Fed policy—threatening to fire Chair Jerome Powell—add to market instability. Powell’s term concludes in May 2026, and speculation continues over potential replacements expected to favor rate cuts, potentially offering bullish catalysts for crypto markets in the future.

This article was originally published as CryptoQuant Warns: Bitcoin Market Metrics Signal Begin of Bear Market on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.