After one of the harshest red weeks of the year, retail sentiment is bleak. Yet large funds are quietly moving tens of thousands of BTC and ETH off exchanges via OTC deals and custodians. ETF flows scream ‘exit’, but spot prices are holding better than the headlines suggest. This is precisely the kind of dislocation that long-term crypto investors wait for.
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Rumors say the world’s largest public Bitcoin treasury might have to sell if the market collapses. Michael Saylor insists that scenario only exists at absurdly low prices – levels he views as practically impossible. This analysis looks beyond the soundbites: under what conditions could MicroStrategy really become a forced seller, and what would that mean for Bitcoin itself?
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Bitcoin just shed roughly 12% in a week, dragging down MicroStrategy’s stock and NAV. Critics say Wall Street’s ETFs have turned BTC into another overfinancialised risk asset. Michael Saylor disagrees. He argues that volatility is falling, not rising, and that his company is built to withstand 80–90% price drawdowns. Who is closer to the truth?
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Monad’s MON sale on Coinbase has attracted barely two-thirds of its target allocation so far, a stark contrast to recent oversubscribed launches like MegaETH. The numbers look disappointing, but they also reveal how much the market has matured – and how high the bar has become for new L1 projects raising hundreds of millions at once.
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Vitalik Buterin has raised the alarm that powerful quantum computers might be able to compromise Ethereum s elliptic curve cryptography before the 2028 US election cycle. Whether that timeline proves accurate or not, the warning forces the ecosystem to confront a hard question: how do you migrate a trillion dollar settlement network to post quantum security without breaking it?
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Crypto funds have just logged their largest weekly outflows since February, with around 2 billion USD pulled from ETFs and a 27% slide in total AUM. Is this the start of a structural bear market, or a violent risk-off reset inside a still-intact long-term trend?
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On-chain data now shows the largest amount of Bitcoin in loss since early 2024, with around seven million BTC held below cost. It looks like a brutal failure for late buyers – but history suggests this is also when coins migrate from weak hands to strong hands, and when the foundations of the next bull leg are quietly laid.
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Fidelity’s launch of the FSOL Solana ETF on NYSE, coupled with US regulators quietly opening the door for banks to hold crypto and Mt. Gox shifting nearly $1B in BTC, shows how far the market has moved from retail cycles to institutional plumbing. The last 24 hours were not just a news dump; they were a snapshot of a market being rebuilt inside the traditional system.
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A new Sygnum survey shows 61% of institutional investors plan to increase crypto allocations through year-end 2025, even after a brutal October washout. Yet the same research warns that momentum could fade in 2026 as liquidity tightens and regulation stalls. Is next year shaping up as a structural collapse, or a painful but healthy repricing in a market that is finally part of the global financial system?
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Bitcoin has just crossed the 95% mined threshold, with roughly 19.95 million BTC in circulation and a little over 1 million left to issue. Yet the final coins won’t arrive until around 2140. This is not just a trivia milestone—it marks a structural shift in how Bitcoin’s supply, security model and investment narrative will evolve over the next century.
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Bitcoin has slipped back under $90,000 for the first time in months, erasing its 2025 gains and reigniting old fears. Gemini co-founder Cameron Winklevoss calls it a “last chance” to buy below $90K, while Arthur Hayes warns the market could still sink to $80K before launching higher. Behind the conflicting headlines is a deeper story about liquidity, psychology, and how a maturing Bitcoin market digests extreme optimism and fear.
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At Devconnect Argentina, Vitalik Buterin did something he almost never does: he put a single person on a slide, quoted Sam Bankman-Fried’s promise to do good with crypto, and then explained why FTX represented the opposite of what Ethereum stands for. His criticism is about much more than one disgraced founder; it is a line in the sand between transparent, verifiable systems and opaque, personality-driven empires.
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This winter, a niche but growing number of American households and small businesses are using Bitcoin miners as space heaters, turning crypto’s infamous waste heat into a dual-purpose resource. Behind the memes about “heaters that print money” is a serious question: can mining-powered heat meaningfully offset winter energy bills and reshape how digital infrastructure connects to the physical grid?
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The defunct Mt. Gox exchange has shifted 10,608 BTC — close to a billion dollars — from cold storage, reigniting fears of forced selling and triggering a sharp drop in Bitcoin’s price. Yet the remaining 34,689 BTC overhang now sits in a market transformed by ETFs, sovereign buyers and deeper liquidity. We break down what actually moved, how big the risk really is, and the scenarios serious investors should be modelling instead of blindly panicking at every Mt. Gox transaction.
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Trump’s August 2025 executive order cracks open the $9.3 trillion U.S. 401(k) system to digital assets. Even a modest 0.5% allocation to Bitcoin over the next decade could translate into tens of billions of dollars of slow, automated inflows funded directly from salaries, reshaping who actually owns BTC and how its cycles behave.
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President Donald Trump says he has "already" identified his choice to replace Jerome Powell as Fed chair and has begun interviewing candidates. Beyond the headlines, this is an inflection point for Fed independence, the inflation target, and how global markets price US risk. We break down what is known, what is speculation, and the scenarios investors should prepare for.
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Glassnode data shows that only 58.5% of XRP supply is currently in profit, leaving 41.5% of tokens at a loss — the weakest profitability profile since XRP traded near $0.53 in late 2024. At the same time, roughly all of the Bitcoin accumulated in the last 155 days is underwater, with short-term holders nursing the largest unrealized losses since the FTX collapse. We break down why both metrics matter, how they interact, and what they say about the health of this cycle.
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Just over a month after printing a record near 126,000 USD, Bitcoin has fallen almost 30% and briefly lost the 90,000 USD level. What looked like a perfect late-year setup — Fed cuts, an avoided US shutdown, ETF inflows and improving US–China trade tone — has morphed into an information vacuum and a sharp positioning reset. We break down what actually changed, why the correction was almost inevitable, and how professionals should read this phase of the cycle.
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El Salvador has accelerated its Bitcoin strategy with a week-long buying spree of almost 1,100 BTC, lifting its national reserve to 7,474 BTC just as the market slides below 90,000 USD. Is this another well-timed bottom like the FTX crash, or a risky attempt to catch a falling knife at the start of a broader downtrend?
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On-chain data shows roughly 2.8 million BTC held by short-term investors are now at a loss, the most severe drawdown for new buyers since the FTX collapse. At the same time, long-term holders have distributed more than 450,000 BTC since July, not out of panic but to crystallise life-changing gains through liquid ETF rails. We dissect what this unusual combination of short-term pain and long-term profit-taking means for Bitcoin’s current cycle.
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Toncoin debuts on Coinbase while Bitcoin breaks below 89,000 USD and derivatives traders suffer hundreds of millions in liquidations. Add to that SGX launching perpetual futures, El Salvador and Strategy buying the dip, DappRadar shutting down and fresh stress in stablecoins: the past 24 hours capture a market that is risk-off on price but still aggressively building infrastructure.
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For months, crypto social media has obsessed over a wallet nicknamed “Mr. 100” that seemed to buy 100 BTC every time the market dipped. The story was that a super-whale or sovereign fund was quietly loading up ahead of a monster pump. On-chain forensics tell a much less romantic truth: the address belongs to the South Korean exchange Upbit and is simply a cold wallet for user funds.
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While rumors swirled that Michael Saylor’s Strategy was being forced to sell into Bitcoin’s latest slide, the company quietly filed an 8-K saying it had done the exact opposite: it bought another 8,178 BTC for roughly $836 million. We unpack what this means for Strategy’s balance sheet, Bitcoin’s macro narrative and the uneasy relationship between BTC dominance and the rest of the crypto market.
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The New York Fed has quietly gathered Wall Street’s biggest dealers to talk about the Standing Repo Facility just as liquidity in dollar money markets tightens. This is not a 2008-style panic, but it is a clear signal that the era of ultra-abundant reserves is ending and the Fed is stress-testing the plumbing of its new regime.
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Alibaba.com isn’t launching a meme coin. It’s wiring its global B2B marketplace into JPMorgan’s tokenized deposit rails for dollar and euro payments — 24/7, bank-backed money moving on blockchain. The move says less about hype coins and much more about how regulated, on-chain bank money could quietly reshape global trade.
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The crypto market has shed over a trillion dollars of value since early October and sentiment has crashed into extreme fear. Yet Tom Lee, chairman of BitMine — the largest corporate Ethereum treasury — argues that the drawdown looks more like a liquidity shock engineered around wounded market makers than the end of the cycle. We unpack what that means for Bitcoin, Ethereum and the next 6–8 weeks.
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Bitcoin has slipped under the six-figure mark, on-chain data shows long-term holders accelerating their selling, and spot ETFs are bleeding billions. It looks like a crash—but structurally it’s much closer to a coordinated distribution into a demand vacuum than a blind panic. We unpack what the whales are actually doing around $100,000 and what that means for the next leg of the cycle.
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A long-dormant Cardano wallet just vaporized roughly 90% of its ADA in two swaps, turning about $7 million into less than $900,000 of USDA stablecoin and briefly catapulting USDA’s reported market cap from around $10 million toward hundreds of millions. We break down what really happened, why this was not a protocol bug, and what it exposes about DeFi liquidity, UX and risk management.
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In just 41 days, around $1.1 trillion has vanished from the crypto market’s paper value, Bitcoin has briefly traded below its 2025 starting price, and many large altcoins are nursing year-to-date losses. This piece goes beyond the headlines to unpack what actually happened, how two macro shocks sabotaged the ‘2025 super-cycle’ narrative, and why a delayed altcoin season is more plausible than a cancelled one.
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In the past 24 hours, crypto investors watched Bitcoin wick below 93k, over 100 million dollars in longs get erased, and yet another wave of serious infrastructure and policy moves land: ZTARKNET proposed as a Starknet style L2 for Zcash, Hyperliquid’s HIP 3 permissionless perps going live, stablecoin giants minting at scale, and a new round of ETF and regulatory headlines. Under the noise, a clear message is emerging about what the next cycle will actually be built on.
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