Here’s everything that’s moving the crypto and financial world recently:
Bitcoin & Macro:
⚡️ Arthur Hayes predicts a Bitcoin rally in 2026 as dollar liquidity expands via Fed balance sheet growth, bank lending, and lower mortgage rates.
🔥 Institutional investors have already bought ~6x the newly mined BTC this year (30K bought vs 5.7K mined).
📊 OG Bitcoin holders are selling less, with the 90-day average dropping from ~2,300 BTC to ~1,000 BTC (CryptoQuant).
🚨 Crypto Fear & Greed Index climbs to 61 – Greed for the first time since October crash.
Ethereum & Altcoins:
⚡️ Ethereum hits a record 2.6M daily transactions, showing growing DeFi, NFT, and Layer 2 activity.
⚡️ CME Group expands crypto derivatives with Cardano (ADA), Chainlink (LINK), and Stellar (XLM) futures.
Industry & Companies:
🔥 MetaMask adds native TRON support for mobile and browser extension.
🚨 X bans rewards for posts, blocking “InfoFi” projects (per X Head of Product Nikita Bier).
🇺🇸 Coinbase CEO Brian Armstrong says crypto firms should compete with banks and offer loans. Also highlights growing US voter support for crypto.
🚨 Goldman Sachs CEO David Solomon says the firm is focused on tokenization, stablecoins, and prediction markets.
Government & Regulations:
🚨 West Virginia introduces a bill allowing state treasury investments in digital assets and precious metals (market cap > $750B).
🚨 Sen. Lummis shares she discovered Bitcoin while seeking ways to self-custody assets.
🚨 Former NYC Mayor Eric Adams denies profiting from NYC Token launch, calling reports false.
Simple takeaway:
Crypto adoption, institutional involvement, and regulatory developments are accelerating globally.
From Ethereum’s network growth to Bitcoin accumulation and government bills, the market is positioning for long-term expansion.
