CoindooOfficial

Người đồng sáng lập Ethereum Vitalik Buterin đã phác thảo một sự thay đổi chiến lược lớn cho Quỹ Ethereum, báo hiệu một thời kỳ chi tiêu chặt chẽ hơn kết hợp với tầm nhìn dài hạn được tăng tốc tập trung vào phân quyền, quyền riêng tư và tự chủ công nghệ.

Điểm chính
Vitalik Buterin cho biết Quỹ Ethereum đang bước vào giai đoạn thắt chặt chi tiêu nhẹ.
Tập trung vào tự chủ, quyền riêng tư và phân quyền hơn là sử dụng doanh nghiệp.
Ông đã rút 16,384 ETH để tài trợ cho công nghệ mở và an toàn.
Trong một bài đăng chi tiết trên X, Buterin cho biết quỹ đang bước vào một giai đoạn mà ông mô tả là thắt chặt chi tiêu nhẹ. Mục tiêu, ông giải thích, là cân bằng hai ưu tiên cùng một lúc: thúc đẩy một lộ trình kỹ thuật đầy tham vọng cho Ethereum trong khi đảm bảo quỹ vẫn giữ được tính bền vững tài chính và thể chế trong nhiều thập kỷ tới.

Bit Digital said 2025 became a turning point as the company deliberately reshaped its business to align with how capital markets are evolving.

Key Takeaways
Bit Digital exited bitcoin mining and repositioned itself as a strategic asset company focused on Ethereum and AI infrastructure.The company now treats Ethereum as productive economic infrastructure, with most of its 150,000+ ETH staked to generate yield.Through its majority stake in WhiteFiber, Bit Digital is building long-term exposure to AI compute and plans to hold the asset through 2026.
Management outlined a clear exit from activities that no longer support durable value creation, repositioning the firm as a strategic asset company focused on operating and deploying infrastructure rather than passively holding assets.
This shift reflects a broader view that the next phase of digital markets will be driven by programmable financial systems and automation, rather than extraction-based models.
Exit From Bitcoin Mining
A central change was the decision to wind down bitcoin mining operations. The company said mining made sense in an earlier phase but became a less efficient use of capital over time. Compared with infrastructure that offers flexibility, yield generation, and operational leverage, mining no longer fit the firm’s long-term strategy.
Capital previously tied to mining was reallocated toward assets that Bit Digital can actively operate and compound, while maintaining its conviction in digital assets overall.
Ethereum Becomes Core Economic Infrastructure
Ethereum emerged as the backbone of Bit Digital’s economic infrastructure strategy. The company began building exposure in 2022 and elevated ETH to a central role in 2025, at a time when most public crypto firms remained focused solely on bitcoin.
By the third quarter, Bit Digital held more than 150,000 ETH, with the majority staked under institutional custody standards. Management emphasized that Ethereum is treated not as a speculative asset, but as productive infrastructure, where value accrues through participation, uptime, fees, and network activity rather than price action alone.
AI Infrastructure Through WhiteFiber
In parallel, Bit Digital deepened its exposure to AI-driven compute through its majority stake in WhiteFiber. The company pointed to structurally strong demand for AI compute alongside persistent constraints in power availability, data center capacity, and build timelines.
WhiteFiber is positioned as long-term intelligence infrastructure rather than a tradable financial asset. Bit Digital stated it does not plan to sell any WhiteFiber shares during 2026, underscoring its intention to remain a long-term owner as utilization and operations continue to scale.
Capital Strategy and Financing
To support its transformation, Bit Digital completed an unsecured convertible note offering, which it described as an innovative financing structure within its sector. The company said the deal preserved balance sheet flexibility while allowing capital to be raised at a conversion price set above underlying asset value.
Management reiterated a disciplined approach to capital allocation, prioritizing infrastructure ownership and long-term operation over short-term liquidity or growth for its own sake.
From Transformation to Execution
Looking into 2026, Bit Digital said it is shifting from restructuring to execution. While near-term performance remains linked to broader market movements in ETH and WhiteFiber, the company aims to move beyond market beta by generating alpha through operational excellence, strategic deployment of capital, and selective opportunities that compound independently of market cycles.
The company framed its current positioning as intentionally ahead of structural changes in capital markets, with a long-term focus on productive infrastructure, durable cash flow, and sustained compounding for shareholders.
#ETH

Crypto ETF flows turned sharply negative on 29 January, with Bitcoin, Ethereum, and XRP all recording notable net outflows, while Solana remained relatively stable by comparison.

Key takeaways:
Bitcoin ETFs saw their largest single-day outflow in weeks.Selling pressure was widespread across major issuers, not isolated.Spot Bitcoin price held above $82,000 despite heavy ETF redemptions.Price stability suggests non-ETF demand helped absorb supply.
Despite the pressure from ETF redemptions, spot prices across major assets showed mixed resilience, suggesting that not all selling pressure translated directly into the broader market.
Bitcoin
Bitcoin spot ETFs recorded a sharp net outflow on 29 January, with total withdrawals of approximately $817.8 million. The selling pressure was broad-based, led by heavy redemptions from BlackRock’s IBIT (-$317.8 million), Fidelity’s FBTC (-$168.0 million), Bitwise’s BITB (-$88.9 million), and ARK’s ARKB (-$71.6 million), alongside notable outflows from Grayscale’s GBTC (-$119.4 million). Despite the scale of ETF selling, Bitcoin was trading near $82,603, showing only a marginal daily decline and signaling relative price resilience.
Ethereum
Ethereum ETFs also faced sustained pressure, recording net outflows of roughly $155.7 million on the day. Redemptions were driven primarily by BlackRock’s ETHA (-$54.9 million) and Fidelity’s FETH (-$59.2 million), with additional outflows from Bitwise and Grayscale-linked products. Ethereum was trading around $2,725, reflecting continued weakness in ETF demand alongside broader risk-off sentiment in the altcoin market.
Solana
Solana ETFs showed comparatively muted activity. Total net flows on 29 January were slightly negative at approximately -$2.2 million, with small outflows concentrated in Grayscale’s GSOL and Bitwise’s BSOL, while other issuers recorded flat flows. SOL was trading near $115.50, remaining under modest pressure but outperforming several larger assets in relative terms.
XRP
XRP spot ETFs experienced one of the most uneven flow profiles of the day, with total net outflows of about $48.6 million. While Canary and Bitwise products posted modest inflows, these were overwhelmed by a significant -$51.5 million redemption from Grayscale’s XRP trust. XRP was trading around $1.74, reflecting heightened volatility as ETF flows remain highly concentrated among issuers.
#etf

Bitcoin is once again drawing attention as Binance announced plans to convert its $1 billion SAFU fund reserves into Bitcoin, reinforcing its long-term commitment to the leading digital asset.

The move echoes a similar decision made in March 2023, which preceded a powerful rally across the crypto market and marked the beginning of a broader bullish cycle.
Key takeaways:
Binance plans to convert $1 billion from its SAFU fund into Bitcoin.The move reduces stablecoin exposure and increases long-term Bitcoin holdings.A similar conversion in 2023 preceded a major crypto market rally.
At the time of writing, Bitcoin is trading near $82,379, posting a modest intraday gain of around 0.13%, despite remaining under short-term pressure after a recent decline of roughly 6.17% and weekly losses near 7.42%. While price action remains volatile, the broader context suggests that large-scale capital reallocations could play a stabilizing role during periods of market weakness.
Why the SAFU Conversion Matters for Bitcoin
Binance’s decision to convert the SAFU fund - previously held in stablecoins - directly into Bitcoin represents a meaningful shift in balance-sheet strategy.
https://x.com/binance/status/2017098967570641362
By allocating $1 billion into Bitcoin reserves, Binance effectively reduces potential sell-side liquidity while increasing long-term holding supply. Such conversions remove capital from passive instruments and redirect it into spot exposure, a dynamic that has historically supported higher price levels when supply conditions tighten.
The historical comparison to March 2023 remains particularly relevant. Following Binance’s earlier SAFU conversion into Bitcoin and other major digital assets, Bitcoin went on to rally more than 250% over the subsequent year, while the total crypto market capitalization expanded by approximately $1.8 trillion. Although past performance does not guarantee future results, the structural similarities continue to attract attention among market participants.
From a market-impact perspective, this conversion is less about immediate price spikes and more about signaling confidence. When a dominant industry player increases direct exposure to Bitcoin, it reinforces the narrative of Bitcoin as the core reserve asset of the crypto ecosystem. Even amid corrections, such positioning can help absorb downside pressure and contribute to the formation of higher lows over time.
If Bitcoin manages to stabilize above the $80,000 zone while on-chain supply dynamics remain supportive, the SAFU conversion could act as a tailwind for renewed upside once broader risk sentiment improves. While short-term volatility remains elevated, Binance’s move strengthens the longer-term growth thesis and underscores Bitcoin’s role as the primary destination for large-scale capital shifts within the digital asset market.
#bitcoin

Bitcoin and the broader crypto market moved sharply lower, but beneath the sell-off a much deeper structural split is becoming impossible to ignore.

Key Takeaways
Bitcoin is up about 83% above its prior cycle high, while altcoins are up only around 6%.BTC has recovered roughly 730% from its lows versus about 300% for TOTAL3.The total crypto market cap has fallen to around $2.87 trillion, down nearly 5%, increasing pressure on already lagging altcoins.
The gap between Bitcoin and altcoins has widened to levels not seen in previous cycles, raising fresh questions about where capital is actually flowing in this market.
Bitcoin was trading near $84,500 during the latest downturn, while the total crypto market capitalization fell to around $2.87 trillion, down nearly 5% on the day. The pullback added pressure across the board, yet the long-term divergence between BTC and altcoins remains the dominant theme.
Bitcoin pulls far ahead of altcoins
Bitcoin has surged roughly 83% above its previous cycle high, a milestone that altcoins have barely approached. The TOTAL3 index, which tracks the market cap of cryptocurrencies excluding Bitcoin and Ethereum, is up only about 6% above its prior peak.
The contrast becomes even sharper when looking at recoveries from the bear market lows. Bitcoin has rebounded more than 730% from its bottom, while TOTAL3 has managed a recovery of roughly 300%. In the 2020 cycle, altcoins delivered explosive gains of around 3,700% from bottom to peak. This time, that acceleration has yet to materialize.

Institutional flow keeps favoring Bitcoin
One explanation gaining traction is the role of institutional capital. Spot Bitcoin ETFs, custody solutions, and clearer regulatory treatment have made BTC the preferred exposure for large investors. As a result, liquidity that historically rotated into altcoins later in the cycle appears to be sticking with Bitcoin for longer than usual.
This dynamic has left many altcoins lagging even during periods when Bitcoin reached new highs. Instead of broad-based rallies, the market has seen selective moves, with capital remaining concentrated at the top.
Market stress builds as divergence grows
The widening gap is now unfolding alongside renewed market stress. The recent drop in total market cap reflects rising risk aversion, as traders continue to reduce exposure amid volatility. While Bitcoin has shown relative strength compared to altcoins, it has not been immune to selling pressure.
The divergence is pushing the market toward a potential tipping point. Either Bitcoin continues to absorb the majority of liquidity, reshaping the traditional cycle structure, or altcoins are setting up for a delayed but aggressive rotation once conditions stabilize.
As the cycle matures, the central question remains whether this is a permanent shift toward Bitcoin dominance or simply the calm before a long-awaited altcoin breakout.
At the time of writing BTC is trading near $84,000 after a significant intraday drop.
#bitcoin #altcoins

Stablecoins ngày càng được xem như một đối thủ trực tiếp của các khoản tiền gửi ngân hàng truyền thống, và các dự báo mới cho thấy tác động đến hệ thống ngân hàng Mỹ có thể rất đáng kể trong những năm tới.

Những điểm chính
Lên đến 500B đô la tiền gửi ngân hàng Mỹ có nguy cơ vào năm 2028.
Stablecoins dự kiến đạt ~$2T vào cuối thập kỷ.
Các ngân hàng phản đối stablecoin có lãi suất trong Đạo luật CLARITY.
Theo ước tính từ Standard Chartered, stablecoins có thể rút đến 500 tỷ đô la tiền gửi từ các ngân hàng Mỹ vào năm 2028. Đồng thời, thị trường stablecoin rộng lớn hơn dự kiến sẽ mở rộng lên khoảng 2 triệu tỷ đô la vào cuối thập kỷ, với khoảng một phần ba trong số đó đến từ các thị trường phát triển như Hoa Kỳ.

Ethereum has broken below the key $2,900 level, extending its short-term downtrend and increasing pressure across leveraged positions.

The move followed a steady grind lower that accelerated into a sharp selloff, pushing ETH toward the lower end of its recent range.
Key takeaways:
Ethereum has lost the $2,900 support, shifting short-term momentum bearishLeverage is heavily concentrated on both sides, increasing liquidation riskVolatility is likely to rise as price approaches major liquidation zones
From a derivatives perspective, positioning is now extremely sensitive. According to the latest liquidation data, $11.22 billion in short positions would be liquidated if ETH rallies 30 percent, while $10.50 billion in long positions face liquidation if Ethereum drops another 30 percent.
https://twitter.com/TedPillows/status/2016870706274078862
This creates a tightly compressed setup where a strong move in either direction could trigger cascading liquidations and amplify volatility. With leverage stacked on both sides, price is entering a zone where directional conviction will likely define the next major move.
Ethereum Technical Structure and Momentum
Technically, Ethereum is showing clear signs of short-term weakness. The Relative Strength Index has dropped into the low 30s, approaching oversold territory, signaling intense selling pressure but also raising the probability of a short-term reaction.

However, oversold conditions alone do not confirm a reversal. The Moving Average Convergence Divergence remains firmly negative, with bearish momentum still dominant and no confirmed bullish crossover in place.
From a structural standpoint, Ethereum has broken below its recent consolidation range, turning former support into resistance. The loss of this structure shifts the near-term bias lower unless price can reclaim key levels quickly.
What investors should watch next
The $2,850–$2,800 zone is now the most important area of interest on the downside. A sustained hold here could lead to a relief bounce, particularly given the large concentration of short-side leverage above current price. On the upside, reclaiming the $2,950–$3,000 region would be the first signal that bearish momentum is fading.
A failure to stabilize, however, increases the risk of a deeper flush into lower liquidity pockets, where long liquidations could accelerate. With liquidation risk elevated on both sides, Ethereum is positioned for sharp, fast moves, making volatility the dominant theme in the near term.
#ETH

The cryptocurrency market continued to slide on Wednesday, with Bitcoin once again driving losses across major digital assets.

Selling pressure intensified as traders reduced risk exposure, pushing the broader market deeper into negative territory.
Key Takeaways
Bitcoin fell to around $86,000, extending pressure across the crypto market.ETH, XRP, SOL, and ADA all posted notable losses alongside BTC.Total crypto market cap dropped nearly 3% to about $2.94 trillion.Long liquidations surged, with over $160 million wiped out in the past hour.
Bitcoin fell to around $85,400, sliding more than 4% over the past 24 hours and breaking below the $86,000 level. The decline marked a continuation of the broader downtrend, with BTC once again setting the direction for the rest of the market.
Altcoins Follow as Risk Appetite Weakens
Major altcoins mirrored Bitcoin’s weakness, posting widespread losses. Ethereum dropped to roughly $2,830, while XRP slid to near $1.81. Solana underperformed many large-cap assets, falling to around $118, and Cardano declined to approximately $0.33.
The synchronized sell-off across top tokens underscored a clear risk-off environment, with little evidence of rotation into alternative assets as traders moved to reduce exposure.
Total Market Cap Drops Nearly 3%
The broader crypto market reflected the sell-off, with total market capitalization falling almost 4% to approximately $2.89 trillion. Despite the decline, trading volumes remained elevated, suggesting active repositioning rather than a low-liquidity pullback.
This combination of falling prices and steady volume points to decisive selling rather than temporary volatility.
Long Liquidations Accelerate the Downmove
Derivatives data showed a sharp spike in forced liquidations during the downturn. In the past hour alone, total liquidations reached roughly $328 million, with long positions accounting for about $321 million of that figure. Short liquidations remained minimal.
The heavy imbalance indicates that bullish positioning was caught off guard by the renewed downside move, amplifying volatility as leveraged trades were unwound rapidly.
Long-Term Holders Increase Bitcoin Distribution
On-chain data from Glassnode adds another layer of context to the current weakness. Long-term Bitcoin holders have been spending more than 12,000 BTC per day on average over the past 30 days, equivalent to roughly 370,000 BTC per month.

This level of activity highlights the scale of gross distribution taking place beneath the surface, even if net flows appear less dramatic. Historically, sustained long-term holder spending often coincides with heightened volatility as additional supply meets softer demand.
U.S. Senate Vote Could Shift the Narrative
Market participants are now watching Washington closely, as the U.S. Senate is set to vote today on the Crypto Market Structure Bill, one of the most important regulatory moments for the industry in years.
Clear rules could reshape the crypto landscape by unlocking institutional capital, reducing compliance risk for companies operating in the U.S., and accelerating long-term adoption. With Bitcoin hovering near key support levels, the outcome of this vote may play a critical role in shaping market sentiment in the near term.
#BTC

The U.S. dollar is once again approaching a level that has historically aligned with the start of major Bitcoin bull markets.

The Dollar Index (DXY) has broken below its long-term trend structure and is now trading near the 96 area, a zone that has repeatedly marked turning points in global liquidity cycles.
Key Takeaways
DXY is testing 96 after breaking its long-term trend, a level tied to past Bitcoin bull runs.Previous drops below 96 in 2017 and 2020 were followed by 7–8x Bitcoin rallies.Dollar weakness typically pushes capital toward scarce assets like Bitcoin.Gold’s extreme momentum adds to the case for a possible rotation into crypto.
This move places the dollar at a technical crossroads that traders and macro analysts are watching closely, as previous breaks below this level have coincided with powerful rallies in crypto markets.
Why the 96 Level Matters
The 96 level on DXY has acted as a critical threshold in past cycles. When the dollar has slipped below this zone and failed to recover quickly, capital has tended to move away from cash and toward alternative stores of value.

In mid-2017, DXY dropped under 96 and stayed weak for several months. Bitcoin responded with an explosive rally, climbing nearly eight times in roughly half a year. A similar setup appeared during the 2020 pandemic period, when aggressive liquidity injections pushed the dollar lower once again. Bitcoin went on to rise about sevenfold, while Ethereum and many altcoins delivered even larger gains.
Liquidity Cycles and Bitcoin’s Role
These episodes highlight how liquidity cycles often unfold. A weakening dollar reduces the relative appeal of holding cash, encouraging investors to seek assets with limited supply or perceived inflation protection.
Bitcoin has consistently benefited from this environment. As liquidity expands and the dollar loses strength, capital rotation into scarce digital assets has accelerated, especially when macro conditions reinforce risk-seeking behavior.
Gold’s Signal Adds Context
Adding another layer to the setup, crypto analyst Michaël van de Poppe recently pointed out that gold’s momentum has reached extreme levels. Gold’s daily RSI has moved above 91, a reading seen only once before, during the late-1970s peak.

In 2020, a similar surge in gold momentum was followed by a consolidation phase, while Bitcoin entered a strong multi-month rally. The current divergence, with gold overheated and Bitcoin still lagging, is being watched as a potential signal of rotation rather than exhaustion.
What Markets Are Watching Now
The key question is whether the dollar can reclaim lost ground. If DXY remains below 96 and confirms a structural breakdown, the macro backdrop would closely resemble conditions that previously preceded strong Bitcoin advances.
While no outcome is guaranteed, the combination of dollar weakness, historical precedent, and shifting liquidity dynamics suggests that Bitcoin could be approaching a pivotal moment if the dollar continues to slide.
#bitcoin

Bitcoin flows into Binance have dropped to their lowest monthly level since 2020, highlighting a major shift in investor behavior following the recent market correction.

Average monthly BTC inflows now stand at roughly 5,700-5,800 BTC, less than half of the long-term historical average of around 12,000 BTC.
Key Takeaways
Monthly Bitcoin inflows to Binance have fallen to around 5,700 BTC, the lowest level since 2020Current inflows are less than half of the historical average of roughly 12,000 BTC per monthThe trend has persisted for months, suggesting a structural shift rather than a temporary reaction
This sharp decline comes after Bitcoin suffered a drawdown of more than 30% from its latest all-time high, a phase that has traditionally been associated with rising exchange deposits and increased selling activity.
A structural change, not a short-term reaction
What stands out is the persistence of this trend. For several consecutive months, Bitcoin inflows to Binance have remained well below the historical norm, suggesting the slowdown is becoming structural rather than temporary.
Instead of reacting to volatility by moving coins onto exchanges, investors appear to be maintaining their positions. The use of monthly averages smooths out one-off transfers and abnormal spikes, reinforcing the view that this behavior reflects a deeper change in market dynamics rather than short-lived noise.
Why exchange inflows matter for market pressure
Bitcoin inflows to exchanges are closely monitored because they are often linked to potential selling pressure. When BTC moves from on-chain wallets or cold storage to centralized platforms, the intent is frequently to sell or trade.

Binance’s data is particularly relevant, as the exchange still captures a dominant share of global Bitcoin flows. Sustained weakness in inflows therefore provides meaningful insight into broader investor sentiment and intentions across the market.
Holding behavior strengthens despite uncertainty
The historically low level of BTC inflows comes at a time of ongoing price consolidation and elevated macroeconomic uncertainty. Rather than distributing coins, investors appear increasingly inclined to hold Bitcoin off exchanges.
This trend is generally viewed as constructive, as reduced exchange supply can limit immediate selling pressure and point to growing conviction among long-term holders, even after a significant correction.
#Binance

Metaplanet của Nhật Bản tiếp tục đẩy mạnh chiến lược tập trung vào Bitcoin, thông báo kế hoạch huy động 137 triệu đô la nhằm mua thêm Bitcoin.

Động thái này củng cố sự chuyển mình của công ty thành một phương tiện tài chính tập trung vào Bitcoin thay vì một doanh nghiệp hoạt động truyền thống.
Những điểm chính:
Metaplanet có kế hoạch huy động 137 triệu đô la dành riêng cho việc mua Bitcoin
Chiến lược này báo hiệu việc tích luỹ dài hạn thay vì giao dịch ngắn hạn
Tổng số Bitcoin hiện tại là 35,102 BTC, đưa Metaplanet vào danh sách những nhà nắm giữ doanh nghiệp mạnh mẽ nhất toàn cầu

Crypto payments are steadily moving into the U.S. retail mainstream, according to new data from the National Cryptocurrency Association, which shows that a growing share of merchants now accept digital assets at checkout as customer demand continues to rise.

The report, which is made in collaboration with PayPal and HarrisPoll, indicates that 39% of U.S. merchants already support crypto payments, with adoption climbing to 50% among large enterprises, signaling that crypto is increasingly being treated as a practical payment option rather than a speculative tool.
Key Takeaways
39% of U.S. merchants accept crypto payments, rising to 50% among large enterprises.Crypto accounts for around 26% of total sales for merchants that accept it, with 72% reporting growth over the past year.88% of merchants say customers have asked about paying with crypto.90% of businesses would accept crypto if setup were as simple as credit card payments. 
The findings highlight a broader shift in how businesses and consumers view cryptocurrency. While crypto has long been associated with speculative trading and price volatility, the data suggests that this perception is gradually weakening as real-world usage expands. Merchants that accept crypto report that digital assets now account for roughly 26% of their total sales on average, and 72% say crypto-related transactions increased over the past year, indicating sustained growth rather than one-off experimentation.
Consumer demand drives adoption
One of the strongest signals in the report is the role of consumer behavior in pushing adoption forward. According to the survey, 88% of merchants say customers have asked whether crypto payments are available, while 69% report that customers want the option to pay with crypto at least once a month. Many businesses also view crypto acceptance as a competitive advantage, with nearly four in five agreeing that it helps attract new customers.

Adoption is particularly pronounced in sectors such as hospitality and travel, digital goods and gaming, and retail e-commerce, where digitally native consumers are more likely to expect flexibl
e payment options. These categories now lead crypto payment usage, reinforcing the idea that crypto is integrating first where online commerce and cross-border transactions are already common.
Utility over speculation
The report also sheds light on why merchants value crypto payments beyond customer demand. Faster transaction speeds, access to new audiences, improved security features, and enhanced privacy for customers rank among the most cited reasons for adoption. These factors align closely with traditional payment infrastructure priorities, further challenging the notion that crypto’s primary role is speculative.
Despite this progress, the data shows that widespread adoption still hinges on ease of use. A large majority of merchants, around 90%, say they would be likely to accept crypto if the setup process were as simple as credit card payments. This suggests that the remaining barriers are largely technical and operational rather than driven by distrust or lack of interest.
Looking ahead, expectations continue to rise. While about a third of respondents believe crypto payments are already common or will become so within the next year, 84% expect them to be a standard payment method within five years. If onboarding and payment infrastructure continue to improve, the report suggests crypto’s transition from speculative asset to everyday payment tool is likely to accelerate.
#crypto

Gold moving higher while crypto stays flat is a textbook response to the current macro environment. Gold is a defensive asset, and periods marked by wars, geopolitical stress, trade tensions, a weakening dollar, and fears around the U.S. economy naturally push investors toward safety.

Bitcoin and the broader crypto market are still treated as risk assets, so they tend to be avoided when uncertainty dominates. In that sense, the divergence isn’t strange or contradictory - it’s exactly what market behavior would suggest.
Key Takeaways
Gold outperforming crypto is a logical response to global uncertainty, not a market anomaly.Bitcoin is still viewed as a risk asset, so it lags during fear-driven phases.Historically, Bitcoin has followed gold’s major moves with a delay, not simultaneously.Gold’s surge above $5,300 in early 2026 could be an early signal, not a threat, for crypto.
Safe havens lead when uncertainty peaks
When fear rises, capital usually moves in stages. First, it flows into assets designed to preserve value, such as gold and, to some extent, silver. Only after uncertainty stabilizes do investors start reaching for higher returns. This pattern explains why gold has surged to around $5,300 - up more than 20% since the start of 2026 - while Bitcoin has struggled to hold key levels, failing multiple times to stay above $90,000 despite brief pushes toward $100,000.
Bitcoin’s lag has historical precedent
Historically, Bitcoin has often followed gold’s major moves with a delay of several months. Gold tends to react first to macro stress, while Bitcoin responds later when liquidity conditions improve and risk appetite returns. If that pattern repeats, gold’s parabolic run in early 2026 could be laying the groundwork for a delayed but powerful Bitcoin move later in the year.

Why BTC looks “illogical” right now
Bitcoin’s recent behavior feels strange to many investors because it hasn’t followed stocks higher and barely reacted to earlier rate cuts. But this also fits the macro picture. Equity rallies have been narrow and narrative-driven, not broad risk-on events. Crypto usually needs clearer signals - easing financial conditions, stabilizing geopolitics, or renewed demand for asymmetric upside - before it starts moving decisively.
From defense to rotation: the 2026 setup
There is growing discussion that the gold and silver rally may be nearing exhaustion, with some even calling silver a FOMO-driven bubble. If safe-haven demand begins to cool, capital could rotate back into risk assets. This is why, despite short-term pessimism, many investors still see 2026 as the year Bitcoin could finally break higher, with long-term targets around $150,000 or even $200,000.
#BTC

ERC-8004 is set to launch on Ethereum mainnet, introducing a new standard aimed at solving a fundamental problem in open AI systems: trust.

While AI agents are becoming more capable, their ability to interact freely outside closed platforms remains limited. ERC-8004 focuses on fixing that gap by bringing a shared trust framework directly on-chain.
Key Takeaways
A new Ethereum proposal introduces an on-chain trust layer for AI agents.The framework enables identity, reputation, and validation in open environments.It supports Ethereum’s broader push toward trustless, autonomous systems.
Inside a single company or platform, AI agents work smoothly because identities, permissions, and behavior are pre-approved. In an open environment, that structure disappears. An agent has no reliable way to verify who it is interacting with, whether the counterparty is competent, or if it poses a risk. This lack of trust keeps AI agents siloed and prevents the formation of an open, global marketplace where agents can exchange services autonomously.
How ERC-8004 Creates an On-Chain Trust Layer
ERC-8004 addresses this issue by adding a lightweight trust layer on Ethereum. Rather than introducing complex logic, the proposal relies on three simple on-chain registries that work together to establish credibility between agents.
The Identity Registry provides AI agents with verifiable on-chain identities, similar to digital passports. The Reputation Registry records historical behavior and interaction outcomes, allowing agents to assess reliability over time. The Validation Registry enables third parties or systems to certify agents for specific skills or use cases, acting as an on-chain proof of competence. Combined, these registries allow agents to discover, evaluate, and collaborate without prior relationships or centralized gatekeepers.
Enabling an Open AI Agent Economy
By standardizing how trust is expressed on-chain, ERC-8004 makes it possible for AI agents to form complex workflows, trade services, and coordinate tasks across platforms and organizations. The approach keeps most computation off-chain while anchoring trust to Ethereum’s security, making it practical without sacrificing decentralization.
Separately, Vitalik Buterin recently outlined a wider goal for the ecosystem, saying that 2026 should be the year Ethereum begins reclaiming lost ground in self-sovereignty and trustlessness. He emphasized improving on-chain privacy, making it easier to run full nodes, simplifying dapp usage, and giving users stronger control over their personal data.
Where ERC-8004 Fits In
Although ERC-8004 focuses on AI agents rather than individual users, it aligns closely with this vision. By enabling decentralized trust without relying on intermediaries, the proposal reinforces Ethereum’s role as a neutral coordination layer. As autonomous agents become more active on-chain, standards like ERC-8004 could play a key role in ensuring that openness, trustlessness, and self-sovereignty extend beyond humans to the software acting on their behalf.
#ETH

Binance has expanded the reach of its wallet ecosystem by adding support for the TON blockchain, opening the door for millions of users to interact directly with TON-based applications.

With the update, Binance Wallet users can now store and manage TON assets, explore decentralized applications built on the network, and connect seamlessly to the TON ecosystem.
Key Takeaways
Binance Wallet’s TON integration expands access to dApps and developers, but puts its infrastructure to the test.TON’s complex sharding design boosts scalability, yet remains a challenge for multi-chain wallets under heavy load. 
For developers, the integration brings TON Connect into the Binance Wallet environment, offering access to a large base of verified users and simplifying onboarding for new dApps.
What the TON Integration Brings to Users and Developers
The addition strengthens TON’s position as an emerging smart contract platform, which currently holds close to $80 million in total value locked across its decentralized finance ecosystem. Users gain direct access to TON dApps without relying on third-party tools, while developers benefit from exposure to millions of verified wallet users through a single integration point.
Despite the growing infrastructure support, Toncoin’s market performance remains under pressure. The token is down nearly 60% over the past 12 months and is currently trading around $1.51, highlighting the gap between ecosystem development and price action.

The Sharding Challenge Behind the Scenes
A key question surrounding the rollout is whether Binance Wallet can smoothly handle TON’s underlying architecture. TON relies on sharding, a scaling approach that splits the blockchain into multiple parallel chains, allowing transactions to be processed simultaneously. While this boosts scalability, it also introduces complexity for wallets, which must track activity across many shards and correctly synchronize balances and transactions.
Under heavy network load, most multi-chain wallets struggle with this setup, often facing syncing delays or data inconsistencies. This makes TON support more demanding than traditional single-chain integrations and puts wallet infrastructure to a real technical test.
Binance has acknowledged these requirements and warned users to update their wallet extension to version 1.8.0 or higher to ensure full compatibility with TON features. The update is necessary for proper asset management and reliable dApp connectivity.
Overall, the integration marks a meaningful step for TON adoption by lowering barriers for both users and builders. Whether Binance Wallet can maintain performance as activity scales will be closely watched, especially as sharded blockchains continue to challenge multi-chain wallet infrastructure.
#TON

Bitcoin đang tiến vào đợt hết hạn tùy chọn lớn nhất của năm 2026, với hơn 8,53 tỷ đô la trong các tùy chọn BTC sẽ hết hạn vào thứ Sáu này lúc 08:00 UTC.

Sự kiện này đại diện cho đợt hết hạn lớn nhất của năm cho đến nay và diễn ra vào thời điểm Bitcoin đang giao dịch gần một khu vực kỹ thuật quan trọng khoảng 90.000 đô la, khiến hướng giá ngắn hạn rất nhạy cảm với các biến động lớn.
Những điểm chính
Hơn 8,53 tỷ đô la trong các tùy chọn Bitcoin sẽ hết hạn trong tuần này, đây là đợt hết hạn lớn nhất của năm 2026
Các tùy chọn gọi đang được tích lũy mạnh mẽ gần mức 100.000 đô la, trong khi các tùy chọn bán chiếm ưu thế xung quanh mức 85.000 đô la

Memecoins are showing renewed strength as the crypto market attempts a short-term recovery ahead of the Federal Reserve’s interest rate decision later today.

While major cryptocurrencies remain largely muted, speculative tokens are starting to move, suggesting traders are cautiously rotating back into higher-risk assets.

Key Takeaways
Memecoins are rallying ahead of the Fed’s rate decision, even as the broader crypto market remains sluggish.Gold, silver, and the S&P 500 are hitting record highs, underscoring crypto’s continued underperformance.Pippin is leading the memecoin surge with a 50%+ daily jump, while DOGE and SHIB post modest gains.
Gold, Stocks Surge While Crypto Stalls Ahead of the FOMC
The latest memecoin rally comes against a striking macro backdrop. Traditional markets continue to outperform digital assets, with gold, silver, and other precious metals pushing to fresh record highs as investors seek safety. At the same time, the S&P 500 has climbed to new all-time highs, underlining strong momentum in equities.
Crypto markets, however, have failed to follow the same trajectory. Bitcoin and most large-cap altcoins remain range-bound, reflecting uncertainty ahead of the Federal Open Market Committee meeting. The Fed is widely expected to hold interest rates steady, reinforcing the current pause in policy as markets look for clearer signals on the next move.
Memecoins Lead a Short-Term Crypto Recovery
Despite broader weakness in crypto, memecoins have emerged as one of the few sectors showing meaningful upside. Over the past 24 hours, several well-known tokens have posted solid gains, signaling renewed speculative interest.
Dogecoin is up around 3.6% on the day, trading near $0.126 and maintaining a market capitalization above $21 billion. Shiba Inu has gained roughly 2.5%, holding around $0.0000078 with a market cap of about $4.6 billion. Pepe has also moved higher, rising just over 1% to approximately $0.0000050, pushing its valuation above $2 billion. Pudgy Penguins has outperformed most peers, jumping nearly 8% to around $0.010, with a market cap close to $640 million.
Pippin Steals the Spotlight With a 50% Daily Rally
The most dramatic move in the memecoin space belongs to Pippin. The token has surged more than 50% in the past 24 hours, climbing to around $0.49 and lifting its market capitalization to roughly $490 million, briefly approaching the $500 million milestone.

Pippin’s sharp rally stands out even within the volatile memecoin sector and highlights how quickly capital can rotate into smaller, high-beta assets when sentiment improves, even if only temporarily.
Conclusion: Rally or Short-Lived Bounce?
Although memecoins are surging ahead of the Fed’s rate decision, the broader market environment still points to caution. The general tone across global markets remains risk-off, driven by fears of a potential U.S. government shutdown, ongoing dollar weakness, and elevated geopolitical uncertainty. In that context, the current memecoin rally may reflect short-term speculation rather than a broader shift in risk appetite.
#Memecoins🤑🤑

WisdomTree đã mở rộng bộ quỹ token hóa được quy định của mình lên blockchain Solana, đánh dấu một trong những triển khai không phải EVM quan trọng nhất cho đến nay và củng cố chiến lược tài sản kỹ thuật số đa chuỗi của mình.

Động thái này cho phép cả nhà đầu tư bán lẻ và tổ chức truy cập các sản phẩm token hóa của WisdomTree một cách bản địa trên Solana thông qua các nền tảng WisdomTree Connect™ và WisdomTree Prime® của công ty.
Những điểm chính:
WisdomTree đang mở rộng các quỹ token hóa được quy định vượt ra ngoài các chuỗi EVM với một triển khai lớn trên Solana.

Trên khắp Châu Âu, stablecoins đang bắt đầu trượt vào hệ thống tài chính hiện có không phải thông qua sự gián đoạn, mà thông qua sự tuân thủ.

Thay vì bỏ qua ngân hàng hoặc các mạng lưới thẻ, các công ty tiền điện tử đang ngày càng lựa chọn tích hợp trực tiếp vào chúng, hợp tác với các nhà quản lý thay vì thách thức họ.
Những điểm chính
Stablecoins đang di chuyển vào các khoản thanh toán hàng ngày thông qua các mạng lưới thẻ được quản lý ở Châu Âu
OKX đang tích hợp chi tiêu tiền điện tử trong khuôn khổ tuân thủ của EU
Kiểm tra KYC và AML đầy đủ vẫn là bắt buộc đối với người dùng

Khi Ripple tăng tốc đẩy mạnh vào những lĩnh vực mới của tài chính crypto, những suy đoán đã gia tăng rằng công ty có thể đang âm thầm thay đổi ưu tiên của mình.

Việc ra mắt một stablecoin, các dịch vụ tổ chức sâu hơn, và các giải pháp lưu ký đã khơi dậy một cuộc tranh luận mới về việc liệu XRP vẫn giữ vị trí trung tâm trong kế hoạch của Ripple hay liệu nó đang dần trở thành thứ yếu.
Những điểm chính
Ripple đang phản ứng trực tiếp với những nghi ngờ mới về sự liên quan của XRP
Các giám đốc điều hành cho biết việc mở rộng không ảnh hưởng đến token