Crypto & Market

BitMine’s $112M Ethereum Purchase and the Truth About Price Targets
2025-12-11 15:01

BitMine’s $112M Ethereum Purchase and the Truth About Price Targets

BitMine has just added another 33,504 ETH to its treasury, pushing its holdings to 3.86 million ETH – roughly 3.2% of Ethereum’s circulating supply. Chairman Tom Lee argues that ETH has already found a durable bottom and is entering its own supercycle, with targets of 7,000 USD in early 2026. This article unpacks what such large-scale accumulation really means for the market, why price forecasts should be treated as narratives rather than roadmaps, and why disciplined long-term strategies still matter more than any headline prediction.

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Ethereum BPO-1, Fed Liquidity Shift And A New Phase For Institutional Crypto
2025-12-11 03:56

Ethereum BPO-1, Fed Liquidity Shift And A New Phase For Institutional Crypto

Ethereum quietly increases blob capacity with BPO-1, the Fed delivers another rate cut and Treasury bill purchases, while institutional treasuries keep adding Bitcoin and Ethereum. At the same time, legal and security headlines around Pi Network and a memecoin promotion remind the market that this maturing cycle still carries significant structural risks.

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After the 0.25% Cut: What Powell Really Told Us About the Next Fed Regime
2025-12-10 22:16

After the 0.25% Cut: What Powell Really Told Us About the Next Fed Regime

The Fed just delivered its third 0.25% rate cut, but the press conference made one thing clear: policy is now in a finely balanced transition zone, not in a straightforward easing cycle. A split FOMC, cautious language on inflation and jobs, technical bond buybacks and Powell’s own uncertain future all point to a regime where the path of rates will be driven by data and politics as much as by models.

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China’s Consumer Prices Are Rising While Factory Prices Fall: What the CPI–PPI Split Really Means
2025-12-10 14:03

China’s Consumer Prices Are Rising While Factory Prices Fall: What the CPI–PPI Split Really Means

China’s consumer inflation has finally moved back into positive territory, rising 0.7% year-on-year – the strongest pace in almost two years – while producer prices are still falling by 2.2%. This unusual combination tells a nuanced story: households are slowly spending more, but factories remain under heavy pressure from weak pricing power, intense competition and trade frictions.

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SpaceX’s Planned Mega-IPO: Rockets, Satellites and a Quiet but Real Crypto Footprint
2025-12-10 10:45

SpaceX’s Planned Mega-IPO: Rockets, Satellites and a Quiet but Real Crypto Footprint

SpaceX is preparing for a potential 2026 IPO that could value the company around $1.5 trillion, setting it up to become the largest listing in history. Beneath the headline valuation is a more subtle story: equity investors would not only be buying exposure to rockets and satellites, but also to a company that already holds thousands of Bitcoin on its balance sheet and has experimented with crypto-based payments.

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Twenty One Capital Lists on NYSE: A New Blueprint for Public Bitcoin Treasuries?
2025-12-10 07:03

Twenty One Capital Lists on NYSE: A New Blueprint for Public Bitcoin Treasuries?

Twenty One Capital has begun trading on the NYSE under ticker XXI, backed by major institutions and holding more than 43,000 BTC. Beyond the headlines about its treasury size, the company is positioning itself as a Bitcoin-native financial platform that plans to build lending and capital-markets products on top of its holdings. This article explains what makes XXI different from earlier corporate Bitcoin stories, and which risks and opportunities investors should pay attention to.

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From BITW to Bank Credit Against Bitcoin: A 24-Hour Snapshot of Crypto’s Integration Into Global Finance
2025-12-10 03:26

From BITW to Bank Credit Against Bitcoin: A 24-Hour Snapshot of Crypto’s Integration Into Global Finance

The SEC’s approval of Bitwise’s BITW multi-asset ETP, reports that major U.S. banks are extending credit against Bitcoin, and expectations of an imminent Fed rate cut all arrived within the same 24-hour window. Together with a wave of protocol launches and ETF filings, they show how crypto is shifting from an isolated asset class into a set of tools embedded in the broader financial system.

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The U.S. Labor Market Is Cooling, Not Crashing: How to Read the Latest JOLTS Data
2025-12-09 20:46

The U.S. Labor Market Is Cooling, Not Crashing: How to Read the Latest JOLTS Data

Job openings in the U.S. have drifted down from their post-pandemic extremes, quits are falling and layoffs are ticking higher. The labor market is clearly losing heat, but the latest JOLTS report and high-frequency job-posting data still point to a slowdown rather than a collapse. This piece unpacks what the numbers really say about growth, policy and risk assets.

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When Crypto Becomes Infrastructure: U.S. Bank Charters and CFTC Collateral Rules Mark a New Phase
2025-12-09 11:00

When Crypto Becomes Infrastructure: U.S. Bank Charters and CFTC Collateral Rules Mark a New Phase

In a single quarter, U.S. regulators have sent two clear signals: crypto firms can pursue full bank charters, and Bitcoin, Ether and USDC can be treated as institutional-grade collateral in regulated derivatives markets. Rather than chasing speculative headlines, these moves are about plumbing—who runs the payment rails, who holds reserves, and which assets are allowed to back risk in the core of the financial system.

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From Coinbase’s JUP & PLUME Push To Tokenized Collateral: What The Last 24 Hours Say About The Next Crypto Cycle
2025-12-09 06:10

From Coinbase’s JUP & PLUME Push To Tokenized Collateral: What The Last 24 Hours Say About The Next Crypto Cycle

Coinbase’s plan to list Jupiter and Plume, billion-dollar balance-sheet moves in Bitcoin and Ethereum, fresh ETF filings and stablecoin partnerships all landed in the same 24-hour window. Together they sketch a clear direction of travel: digital assets are being wired directly into global market infrastructure rather than sitting on the sidelines as a separate casino.

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Bitcoin, Gold and the US–China Financial Strategy Contest
2025-12-08 16:56

Bitcoin, Gold and the US–China Financial Strategy Contest

Gold still anchors national reserves, but Bitcoin is emerging as the first truly global, always-on liquidity network. When central banks accumulate gold and US markets capture Bitcoin flows via ETFs, they are not playing the same game – they are building two different layers of a new financial architecture.

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BitMine’s $430M Week of ETH Buying: Reading the Signal Behind the Size
2025-12-08 08:38

BitMine’s $430M Week of ETH Buying: Reading the Signal Behind the Size

BitMine has just added roughly $430 million of Ether in a single week, lifting its holdings above 3.86 million ETH and total assets to about $13.2 billion. The move comes days after Ethereum’s Fusaka upgrade and as markets price in a softer Federal Reserve. We break down what this combination really means for Ethereum’s long-term thesis.

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Kevin O’Leary, the CLARITY Act and the Flight to Quality in Crypto
2025-12-07 22:15

Kevin O’Leary, the CLARITY Act and the Flight to Quality in Crypto

Kevin O’Leary argues that most of the long-term value in crypto will concentrate in Bitcoin and Ethereum once the U.S. brings regulatory clarity through the CLARITY Act and related bills. We unpack what that legislation actually does, why institutions care so much about it, and whether focusing only on BTC and ETH really captures the bulk of crypto’s upside.

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Russia’s Record Gold Reserves: Inside a 42% "Hard Asset" Strategy
2025-12-07 11:00

Russia’s Record Gold Reserves: Inside a 42% "Hard Asset" Strategy

Russia’s official gold holdings are now worth more than $310 billion and make up about 42% of its total international reserves, the highest share since the mid-1990s. This piece explains how Moscow built this position, why it matters in a world of rising geopolitical risk, and what the trade-offs of such a heavy tilt toward gold really look like.

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Mantle’s November Round-Up: RWA, Prediction Markets and New On-Ramps Set the Stage for 2026
2025-12-06 15:42

Mantle’s November Round-Up: RWA, Prediction Markets and New On-Ramps Set the Stage for 2026

Mantle closed November with a dense slate of ecosystem updates: a content bounty around real-world assets, a global builder competition, new tokenized-stock integrations, an AI-driven prediction platform, and fresh institutional on-ramps for MNT. Taken together, these initiatives show a network trying to position itself not just as another Ethereum rollup, but as a hub where traditional finance, consumer apps and on-chain liquidity meet.

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Base–Solana Bridge: How Cross-Chain Liquidity Could Reshape the Next Crypto Cycle
2025-12-06 08:51

Base–Solana Bridge: How Cross-Chain Liquidity Could Reshape the Next Crypto Cycle

Base has launched an open-source bridge that connects its Ethereum layer-2 network directly to Solana, allowing assets such as SOL and Solana-native tokens to move into the Base ecosystem and vice versa. Beyond the headline, this is a major step toward a more integrated multi-chain world in which users, applications and liquidity can move more freely across today’s most active networks.

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From Perp DEXs to Prediction Markets: Is BNB Chain Quietly Setting Up the Next Big Cycle?
2025-12-06 05:38

From Perp DEXs to Prediction Markets: Is BNB Chain Quietly Setting Up the Next Big Cycle?

After the perpetual DEX boom led by names like Aster on BNB Chain, attention is shifting to prediction markets. With platforms such as Kalshi and Polymarket now valued at multi-billion-dollar levels, and Binance’s own ecosystem experimenting through Trust Wallet and Myriad, 2026 could see BNB Chain become a major hub for event-driven markets—if builders and users navigate regulation and risk with care.

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