Crypto & Market

Tariffs, Emergency Powers, and a Supreme Court Countdown: Why the Next Ruling Matters Beyond Trade
2026-01-02 21:00

Tariffs, Emergency Powers, and a Supreme Court Countdown: Why the Next Ruling Matters Beyond Trade

President Trump argues tariffs strengthen U.S. national security and prosperity—and warns that losing tariff authority would be a major blow. With the Supreme Court reviewing whether emergency powers can support sweeping tariffs, the real question is larger than trade: who gets to turn economic pressure into policy at speed, and what guardrails should exist when the tool is this powerful?

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160 Trillion Won Leaves Korea for Foreign Crypto Exchanges: The Real Story Isn’t Capital Flight—It’s Product-Market Mismatch
2026-01-02 16:11

160 Trillion Won Leaves Korea for Foreign Crypto Exchanges: The Real Story Isn’t Capital Flight—It’s Product-Market Mismatch

Estimates suggest roughly 160 trillion KRW flowed from Korean exchanges to foreign CEXs in 2025, with Binance and Bybit dominating destinations. The deeper issue isn’t simply ‘money leaving’—it’s that Korea’s domestic market is structurally spot-only while global crypto has become a derivatives-first, pre-market-first arena. Where product access diverges, capital routing follows.

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Borrowing Against Bitcoin to Buy More Bitcoin: What B HODL’s Move Reveals About the Next Corporate Treasury Playbook
2026-01-02 14:00

Borrowing Against Bitcoin to Buy More Bitcoin: What B HODL’s Move Reveals About the Next Corporate Treasury Playbook

B HODL’s decision to draw a Bitcoin-backed loan and use the proceeds to buy additional BTC isn’t just a headline about “more accumulation.” It’s a small but telling example of how corporate Bitcoin strategies are shifting from simple holding into structured balance-sheet engineering—where the real story is risk limits, governance, and survivability under volatility.

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When Sanctions Meet Settlement Tech: What Iran’s Crypto-for-Arms Payments Signal About the Next Phase of Financial Infrastructure
2026-01-02 09:55

When Sanctions Meet Settlement Tech: What Iran’s Crypto-for-Arms Payments Signal About the Next Phase of Financial Infrastructure

Reports that Iran’s defense export channel is openly offering crypto as a payment option for military contracts are not just a geopolitical headline. They’re a stress test for crypto’s global settlement layer—especially stablecoins, exchanges, and compliance tooling—because the most sensitive transactions don’t break blockchains; they pressure the intermediaries around them.

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Coinbase’s 2026 “Synergy” Thesis: When ETFs, Stablecoins, and Tokenization Stop Competing—and Start Compounding
2026-01-02 08:25

Coinbase’s 2026 “Synergy” Thesis: When ETFs, Stablecoins, and Tokenization Stop Competing—and Start Compounding

Coinbase argues that 2026 won’t be defined by a single “next big thing,” but by a compounding effect: ETFs, stablecoins, tokenization, and clearer regulation reinforcing each other. The real shift is quieter than headlines—crypto adoption starts looking less like an app people download, and more like infrastructure that powers settlement, collateral, and payments in the background.

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Gold Goes On-Chain in Korea, Taxes Go Global, and Volatility Finds the Cracks: Reading Crypto’s Last 24 Hours Like a System
2026-01-02 01:48

Gold Goes On-Chain in Korea, Taxes Go Global, and Volatility Finds the Cracks: Reading Crypto’s Last 24 Hours Like a System

XAUT’s listings in Korea are more than a ticker update: they’re a stress test for tokenized ‘real-world’ assets in retail-heavy markets. In the same 24 hours, global tax reporting coordination (CARF), sovereign crypto frameworks, a low-liquidity token manipulation, and a major options expiry all pointed to the same reality—crypto is becoming a system with real plumbing, and plumbing failures matter.

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Metaplanet’s Bigger Bitcoin Bet: From Treasury Asset to Cash-Flow Engine
2025-12-31 20:08

Metaplanet’s Bigger Bitcoin Bet: From Treasury Asset to Cash-Flow Engine

Metaplanet has added 4,279 BTC to its balance sheet, lifting total holdings to 35,102 BTC and pairing that exposure with a derivatives program expected to generate around $55 million in income in 2025. The move positions the Japanese firm as one of the most aggressive public-market adopters of bitcoin as both a reserve asset and a cash-flow source.

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Why the Down Payment Is Still the Biggest Roadblock for U.S. Homebuyers
2025-12-31 15:10

Why the Down Payment Is Still the Biggest Roadblock for U.S. Homebuyers

Mortgage rates have eased and listings are finally rising again, but the dream of homeownership in the United States is still running into a familiar wall: the down payment. With the typical buyer needing around seven years to save for a deposit—double the timeline before the pandemic—upfront cash has become a sharper constraint than interest rates for many households.

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Silver’s 150% Rally: What SLV’s Outperformance Over Gold Is Really Telling the Market
2025-12-31 13:00

Silver’s 150% Rally: What SLV’s Outperformance Over Gold Is Really Telling the Market

In 2025, silver has done something investors rarely see: the iShares Silver Trust (SLV) has delivered roughly 150% total return, more than double that of SPDR Gold Shares (GLD). Weekly trading volume in SLV just hit a 15-year high, yet year-to-date net inflows are still modest compared with gold and Bitcoin ETFs. This disconnect between price action and capital flows says a lot about how investors are positioning for the next phase of the macro cycle.

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Are AI Companies a Bubble? Untangling the Hype, the Hardware, and the Real Risks
2025-12-31 07:05

Are AI Companies a Bubble? Untangling the Hype, the Hardware, and the Real Risks

Critics argue that AI companies are caught in a self-reinforcing money loop where valuations rise faster than profits and infrastructure spending runs far ahead of real demand. Yet behind the headlines are real chips, real data centers, and real enterprises deploying AI. This article explains why some see a bubble forming, what risks are genuine, and which signals investors should watch.

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Tokenized Stocks: Is This What Stablecoins Looked Like in 2020?
2025-12-30 19:00

Tokenized Stocks: Is This What Stablecoins Looked Like in 2020?

The total market value of tokenized stocks has reached around 1.2 billion USD in 2025. It is still tiny compared to global equity markets, but the growth curve and the list of players involved look strikingly similar to where stablecoins were in 2020. With Nasdaq, Coinbase, Backed Finance, Securitize and Ondo Finance all moving in, tokenized equities are shifting from experiment to strategic priority.

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Polymarket’s Profit Curve: Why 0.04% of Addresses Capture Most of the Gains
2025-12-30 16:00

Polymarket’s Profit Curve: Why 0.04% of Addresses Capture Most of the Gains

New data on Polymarket shows a familiar but stark pattern: only around 30% of addresses are in profit, while roughly 70% have lost money. Even more striking, just 0.04% of participants capture more than 70% of all profits, around 3.7 billion USD in total. This article breaks down what that concentration tells us about prediction markets, information advantage and the importance of risk management for individual users.

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Goldman Sachs Warns: Layoffs, AI, and Why the Market Is Now Punishing Cost-Cutting
2025-12-30 13:40

Goldman Sachs Warns: Layoffs, AI, and Why the Market Is Now Punishing Cost-Cutting

According to new analysis from Goldman Sachs, headcount reductions are set to rise as companies lean on AI and automation to manage costs. But unlike past cycles, investors are no longer cheering. On average, share prices fall after layoff announcements, especially when they come packaged as strategic restructurings. Markets increasingly see these moves not as signs of discipline, but as warnings about weak growth, heavy debt loads and rising financing costs.

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Ukraine’s 50-Year Security Proposal: A Long-Term Bet on Peace and Deterrence
2025-12-30 10:10

Ukraine’s 50-Year Security Proposal: A Long-Term Bet on Peace and Deterrence

President Volodymyr Zelenskyy has asked the United States to provide security guarantees lasting up to 50 years, far beyond the 15-year framework discussed in earlier peace outlines. The request underscores Kyiv’s belief that any durable settlement with Russia must be backed by long-term commitments from Washington and Europe, and ultimately approved by Ukrainian citizens in a national referendum.

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SoftBank Buys DigitalBridge: Building the Data Center Empire for the AI Decade
2025-12-30 08:33

SoftBank Buys DigitalBridge: Building the Data Center Empire for the AI Decade

SoftBank’s $4 billion bid for DigitalBridge is more than another private equity deal. It is Masayoshi Son’s attempt to secure a strategic foothold in the physical backbone of artificial intelligence: data centers, connectivity, and energy-hungry compute clusters. By acquiring a manager of $108 billion in digital infrastructure, SoftBank is shifting from betting on AI software winners to owning the pipes, power and racks they all need to function.

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Tokenized Silver’s Breakout Moment: What the On-Chain Metals Boom Really Means
2025-12-29 21:05

Tokenized Silver’s Breakout Moment: What the On-Chain Metals Boom Really Means

As physical silver hits record highs, tokenized versions of the metal are seeing triple-digit growth in volume and users. The recent spike in activity around on-chain iShares Silver Trust (SLV) tokens is more than a speculative reaction: it is a live case study of how real-world assets are starting to migrate from futures and ETFs onto 24/7 blockchain rails.

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