Bitcoin recovered to $70,800 after a brief dip to $68,000, fueling a rally in crypto stocks led by Bullish and Strategy. Bernstein analysts characterised the pullback as the “weakest bear case” in history due to the lack of structural failures or systemic blowups. Mining difficulty saw an 11.2% drop due to high costs, and miners […]
Trump’s nomination of Kevin Warsh for Fed Chair has introduced market uncertainty, with investors weighing his historically hawkish stance against recent comments supporting lower interest rates. Economist Lyn Alden predicts a “gradual print” era where the Fed expands its balance sheet by $20–$25 billion monthly to match GDP growth, providing steady rather than sudden liquidity. […]
CoinShares argues that quantum computing poses a theoretical but distant challenge to Bitcoin, not an imminent threat to its security or markets. The firm says meaningful exposure is confined to a small subset of legacy addresses, with only a tiny portion capable of affecting liquidity. Aggressive fixes like burning coins are discouraged, with gradual upgrades […]
IREN and CleanSpark shares plummeted over 20% in combined trading sessions as Bitcoin fell below $64,000 and both companies missed quarterly revenue estimates. IREN reported a $155.4 million net loss driven by $219 million in unrealised hedging losses and impairment costs from transitioning its infrastructure from Bitcoin mining to AI Cloud computing. CleanSpark posted a […]
Strategy reported a $12.4 billion net loss for Q4 2025 after Bitcoin’s price drop triggered a $17.4 billion unrealised loss on its digital assets. The stock plummeted 17% to $106.99 as Bitcoin fell below $63,000, marking its sharpest decline since late 2024 and resulting in a 30% year-to-date loss. Over $1.4 billion in leveraged liquidations […]
House lawmakers confronted Scott Bessent over Treasury oversight and conflicts linked to a Trump-backed crypto firm. Democrats called for a pause on WLFI’s bank charter following revelations of a major foreign stake. Bessent rejected claims the Treasury can support Bitcoin markets or deploy taxpayer funds. US Treasury Secretary Scott Bessent faced heated questioning during a […]
Bitcoin’s current pullback is weighed against past bear markets that saw deeper declines over longer periods. On-chain data suggests further downside pressure could emerge if Bitcoin weakens further in US dollar terms. A recurring gold–Bitcoin pattern, however, points to a potential stabilisation window in early 2026. Source: Tapping Into Crypto In the latest episode of […]
Michael Burry warned that Bitcoin’s slide is “sickening” and could trigger a “collateral death spiral” across financial markets, specifically targeting firms like Strategy Inc. (MSTR). Bitcoin fell below $73,000, a 40% drop from its 2025 peak, which Burry claims exposes it as a speculative trade rather than the “digital gold” hedge it was marketed to […]
NX8 is a tokenised index offering diversified exposure to eight major Layer-1 blockchains. The index uses independent, rules-based methodology with capped weights and scheduled rebalancing. Infrastructure combines onchain analytics, native staking, regulated custody, and multichain trading access. The structure of the crypto market is shifting as onchain activity becomes increasingly fragmented across specialised Layer-1 networks. […]
Donald Trump nominated Kevin Warsh as Fed Chair on January 30, 2026, to succeed Jerome Powell when his term expires in May. Warsh is a “pro-Bitcoin hawk,” viewing BTC as a legitimate store of value and “policy watchdog” while simultaneously favouring tighter liquidity and a leaner Fed balance sheet. The market reaction was rather strange, […]