Из жизни альткоинов
US Spot XRP ETF Inflows Hit A One-Month High: Here Are The Numbers
US spot XRP exchange-traded funds (ETFs) logged their strongest day of net inflows in more than a month on Jan. 5, as XRP rallied sharply and trading activity accelerated across both the token and the ETF wrapper.
SoSoValue data shows the ETF complex pulled in $46.1 million in net new money on Jan. 5, the seventh-largest inflow day since launch and the biggest since Dec. 3, when daily net inflows reached $50.27 million. The same dataset shows cumulative net inflows rising to $1.23 billion, while total net assets climbed to $1.65 billion, alongside $72.15 million in total value traded.
US Spot XRP ETF SnapshotThe move coincided with a broad jump in XRP itself. The cryptocurrency rose more than 11% over the past 24 hours to around $2.40, lifting its market capitalization above $144.3 billion. Spot trading volume reached $7.32 billion, up 144% over the same period, according to CoinMarketCap data.
Flow leadership on Jan. 5 was distributed across all issuers rather than concentrated in a single product. According to SoSoValue’s market-data table, Bitwise’s XRP product led with $16.61 million in daily net inflows, while Franklin’s XRPZ brought in $12.59 million, Grayscale’s GXRP added $9.89 million, and 21Shares’ TOXR posted $7.01 million.
Measured by total net assets, the issuer leaderboard remained led by Canary’s XRPC at $407.01 million as of Jan. 5, giving it the largest footprint in the US spot XRP ETF cohort despite posting $0.00 in net inflows on the day.
21Shares’ TOXR follows with $324.39 million, narrowly ahead of Bitwise’s XRP at $322.85 million. Franklin’s XRPZ ranked fourth at $298.38 million, while Grayscale’s GXRP was close behind at $294.35 million, showing how tightly clustered the mid-pack has become even as XRPC maintains a clear lead at the top.
While the inflow tally was the headline, secondary metrics suggested the day was not simply a passive allocation event. Several products printed sizable on-venue value traded, including XRPZ at $27.98 million and Bitwise’s XRP at $23.06 million, pointing to active participation rather than slow, incremental creation activity.
Notably, Jan. 5’s $46.1 million haul was notable, but it was still only the seventh-largest single-day inflow since the US spot XRP ETF cohort launched. The biggest subscription days were clustered earlier in the product’s life, when headline inflows regularly printed above current levels, making Monday’s figure less about a new peak and more about a clear re-acceleration after a quieter stretch through late December, and the strongest day since Dec. 3’s $50.27 million.
At press time, XRP traded at $2.33.
How SWIFT Could End Up Working With XRP For Global Payments
Crypto pundit SMQKE has revealed how SWIFT could end up adopting XRP for its global payment services. The pundit highlighted a statement by the company’s former CEO, Gottfried Leibbrandt, explaining why the company was hesitant to adopt cryptocurrencies.
How SWIFT Could End Up Adopting XRP For Global PaymentsIn an X post, SMQKE declared that SWIFT will adopt cryptocurrencies like XRP as regulations become clearer. He then pointed to a document that highlighted Leibbrandt’s statement, in which the former SWIFT CEO said they were hesitant to use cryptocurrencies due to issues such as the uncertain regulatory environment at the time. He added that risk-averse institutions were unlikely to adopt crypto until regulations become clearer.
However, the regulatory environment has improved significantly since Leibbrandt’s statement, indicating that SWIFT could soon adopt cryptocurrencies such as XRP. It is worth noting that the payment provider already took the first step towards embracing crypto last year by announcing plans to launch its distributed ledger.
SWIFT has partnered with Joe Lubin’s Consensys to launch a distributed ledger that will enable faster, cheaper, and more efficient cross-border transactions, thereby boosting its payment services. This move has been largely viewed as a way to directly compete with Ripple, which uses the XRP Ledger for its payment services. Meanwhile, there have also been concerns that it could impact the altcoin’s utility if Ripple gains less traction due to the competition from SWIFT.
However, there is still the possibility that SWIFT could adopt the token alongside other crypto assets for its on-chain payment services. SMQKE previously highlighted a statement by SWIFT executive Stephen Grainger that they had no plans to issue their native token. If that is the case, then the company’s distributed ledger is likely to utilize other crypto assets instead.
The Ripple And SWIFT ConnectionCrypto pundit BankXRP highlighted a connection between Ripple and SWIFT amid talks of the latter potentially adopting the token. The pundit pointed out that GTreasury, which Ripple owns, is part of the SWIFT Certified Partner Program. As such, it offers global bank connectivity and hosting options for SWIFT’s Alliance Lite2 Program. GTreasury has also partnered to offer SWIFTRef data for IBAN and ABA lookups directly within its workflow.
Ripple could also deepen its relationship with SWIFT, as the crypto firm is set to operate as a national trust bank following the conditional approval from the OCC. This is bullish for the altcoin, as it could pave the way for SWIFT to integrate XRP into its payment system. XRP is already gaining momentum as Ripple looks to onboard more institutions on the Ledger by introducing new upgrades on the network.
At the time of writing, the altcoin price is trading at around $2.38, up over 12% in the last 24 hours, according to data from CoinMarketCap.
Сооснователь Ether.fi оценил перспективы Эфириума в наступившем году
Топ-менеджер фонда Miller Value: Биткоин может достигнуть максимума в этом году
Bitcoin Rallies On Venezuela Oil Story: Here’s What’s Wrong
Bitcoin’s roughly 5% jump on Jan. 5 landed on a clean, TV-friendly explanation: a shock political turn in Venezuela would “unlock” oil supply, push energy prices down, cool inflation, bring rate cuts forward, and lift BTC. Bitwise Head of Research Ryan Rasmussen says there’s a major flaw with that.
The catalyst for the narrative was Venezuela’s weekend drama, culminating in Nicolás Maduro’s capture and transfer into US custody, an episode that immediately spilled into geopolitics, commodities chatter, and macro cross-asset takes.
Rasmussen, posting in a thread on X, summarized the “Wall Street theory” as follows: “Venezuela oil reserves unlocked >> lower oil prices >> lower inflation >> interest rates >> bitcoin rallies. A thread on why that’s wrong.”
Why This Bitcoin Theory Is WrongRasmussen’s central point is mechanical: if the rally is being driven by a sudden repricing of monetary policy expectations, it should show up in the probabilities traders are assigning to rate cuts. In his read, it didn’t.
He cited a slight dip in the implied odds of a 25 basis-point cut in January 2026 immediately after the Venezuela headlines. “Probability of a 25bps Rate Cut in Jan’26: Prior to Maduro’s Capture: 16.6%. After Maduro’s Capture: 16.1%,” Rasmussen wrote, adding that “the probability of a 25bps rate cut this month actually fell.”
Even further out, he argued, the change was marginal to nonexistent. “Probability of a 25bps Rate Cut in Dec’26: Prior to Maduro’s Capture: 19.1%. After Maduro’s Capture: 19.2%,” he wrote, framing it as “barely moved.” That’s the mismatch Rasmussen wants investors to notice: a tidy causal story was making the rounds, but the pricing in the instrument closest to that story, rate expectations, was effectively unchanged.
If not a Venezuela-to-Fed chain reaction, what explains the day’s BTC strength? Rasmussen pointed to a cluster of themes that have been building without needing a weekend headline to justify them.
First is institutional demand. Rasmussen argued that the post-2024 spot bitcoin ETF channel continues to widen, with more major platforms beginning to allocate. He cited an example of “+$500m into bitcoin ETFs on Jan. 2nd,” and named Morgan Stanley, Wells Fargo, and Merrill Lynch as part of the distribution wave which have opened their door with the beginning of the year.
Second is the regulatory backdrop. Rasmussen described a “pro-crypto regulatory shift” following the 2024 election, saying crypto markets are beginning to “feel the benefits” as wealth managers, endowments, pensions, and sovereigns get more comfortable adopting bitcoin.
Third is a broader risk-on tone tied to AI. In Rasmussen’s framing, “fears of an AI-bubble are settling,” and investors have been “piling into risk-on assets, like tech stocks and bitcoin.”
Finally, he returned to policy, just not via Venezuela. “Did Maduro’s capture materially change short-term rate cut expectations? No. Does that mean QE is out of the picture. Also no,” Rasmussen wrote, before adding: “QE is just beginning. The market was—and still is—expecting 50bps (or more) rate cuts in 2026.”
Overall, Rasmussen did not argue Venezuela is irrelevant. His conclusion was narrower: “Yes. Somewhat,” he wrote when asked whether the weekend’s events matter for bitcoin, before answering the bigger question whether it’s the main reason for the +5% move with a flat “No. Zoom Out.”
At press time, BTC traded at $93,750.
Аналитики Bitfinex оценили влияние нефтедобычи в Венесуэле на майнинг криптовалют
Эксперты Santiment сообщили о бычьем сигнале для биткоина
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BitMine Snags 32,977 Ether — BMNR Investors Celebrate
BitMine Immersion Technologies bought 32,977 Ethereum (ETH) in a move that grabbed investor attention and pushed its stock higher. The purchase was reported to be part of the company’s recent accumulation of crypto assets during the final week of 2025. BMNR shares rallied as traders reacted to the disclosure, with early session gains seen on US exchanges.
Fresh 32,977 EthereumAccording to a press release, BitMine now holds about 4.143 million ETH on its balance sheet. That amount was given as roughly 3.43% of the circulating supply, a large stake for a publicly traded miner.
The company’s total crypto, cash, and strategic investments were reported at about $14.2 billion. The fresh buy of 32,977 Ether adds scale to a position that is already substantial and has been built up over several months.
Staking And Treasury NumbersRoughly 659,219 ETH in BitMine’s portfolio is currently staked. That portion is being used to generate yield while the firm holds the rest in custody, reports said. Company plans that were disclosed include expanding its validator operations under a program named the Made In America Validator Network, an initiative the firm expects to push forward in early 2026. The staking figure and the new purchase together show BitMine is balancing liquid holdings with income-producing assets.
Market Reaction And Upcoming Shareholder VoteMarket moves were quick. BMNR saw notable trading volume after the announcement, and pre-market figures showed gains around 4% in some sessions. Traders and institutional desks flagged the purchase as a reason for higher demand in the stock, while others said the move simply confirms that large players still see value in holding ETH.
The firm is also set to hold its Annual Stockholder Meeting on January 15, 2026, where proposals including an increase in authorized shares will be put to a vote. That meeting adds a corporate governance angle to the market story, since shareholders will weigh both the crypto strategy and broader capital plans.
Analysts say the next signals to watch are: daily flow in ETH markets, any fresh disclosures from BitMine about further buys, and volume patterns in BMNR trading. Reports indicate the company has been one of the larger active ETH buyers recently, and continued accumulation could keep interest alive among investors.
Price action in both ETH and BMNR will likely drive headlines over the coming weeks as markets digest the full impact of the new holdings.
Featured image from Unsplash, chart from TradingView
Double Build-Up: Strategy Adds To Both Bitcoin & USD Reserves
Strategy has announced expansions to both its Bitcoin (BTC) and US Dollar (USD) reserves. Here’s how much the treasury firm has added to each.
Strategy Has Increased Both Its Bitcoin & USD TreasuriesAs revealed in an X post by co-founder and chairman Michael Saylor, Strategy has added 1,287 BTC to its Bitcoin treasury. In total, this acquisition cost the company $116.3 million, according to the filing with the US Securities and Exchange Commission (SEC).
Strategy didn’t buy all of this stack in 2026; it purchased 3 BTC between December 29th and 31st, and 1,283 BTC between January 1st and 4th. After these additions, the firm’s Bitcoin reserves have grown to 673,783 tokens.
The BTC acquisition isn’t all that Saylor has announced. At the start of last month, the company started a new USD reserve as a way of making sure that dividend payments occur in time regardless of short-term volatility in the market. It has just made another expansion to this reserve.
Initially, the firm allocated $1.44 billion to the USD reserve, with a $748 million addition coming a couple of weeks ago. Now, it has raised it further by $62 million, taking the total to $2.25 billion. Strategy has funded this expansion and the latest BTC purchase using sales of its MSTR at-the-market (ATM) stock offering.
Strategy is currently by far the largest corporate holder of Bitcoin in the world, as the below table from BitcoinTreasuries.net shows.
The company’s 673,783 BTC stack is today worth $63.48 billion, more than 25% above its cost basis of $50.55 billion. Though, while Strategy has done well overall, 2025 wasn’t such a bright year for it.
The SEC filing states that the treasury firm closed December 31st with an unrealized loss of $5.40 billion on its digital asset holdings. The figure for the fourth quarter alone is even worse: an unrealized loss of $17.44 billion.
The bad 2025 is naturally a result of the bearish price action that Bitcoin and the wider digital asset sector faced between October and November. Nonetheless, Strategy still hasn’t sold any coins and its recent purchases suggest it’s committed to growing the treasury further for now.
In some other news, the Bitcoin spot exchange-traded funds (ETFs) saw the highest amount of net inflows since October last week.
Spot ETFs are financial instruments that allow investors to gain indirect exposure to BTC’s price movements. That is, they allow traders a route into the cryptocurrency that’s off-chain. Some traditional investors and institutional entities prefer to invest into the asset this way.
Much like the spot on-chain demand, spot ETFs have also faced weak netflows since October, but last week diverged from the recent trend with net inflows of $458.77 million.
BTC PriceAt the time of writing, Bitcoin is floating around $94,200, up 8% over the last seven days.
Is 2026 The Year For Altcoin Season? Key Conditions That Must Be Met
After a challenging year in 2025 for the altcoin sector, optimism is growing among investors for the potential of an early altseason in 2026. This speculation includes not only established altcoins but also memecoins that struggled throughout the past year.
Understanding Altcoin CyclesIn a recent post on social media site X (formerly Twitter), analysts from Bull Theory delved into the critical elements required for an altcoin breakout this year.
One significant point highlighted is that altcoin cycles do not emerge randomly. Historically, they tend to commence once Bitcoin (BTC) and other cryptocurrencies have bottomed and subsequently begin to break out.
For instance, in the fourth quarter of 2016, the ALT/BTC ratio hit its lowest point before experiencing a breakout, leading to a robust altcoin rally in the first half of 2017.
A similar pattern emerged in late 2020, resulting in substantial gains for altcoins in early 2021. This established a clear trend of a bottom followed by a breakout, with altcoins subsequently outperforming Bitcoin.
ALT/BTC Ratio Shows Signs Of RecoveryCurrently, the ALT/BTC ratio has been stuck in a downtrend for nearly four years. Technical indicators suggest a potential turnaround; the Relative Strength Index (RSI) is at its most oversold level in history, while the Moving Average Convergence Divergence (MACD) is turning green for the first time in 21 months, hinting at a potential bullish crossover.
These signals suggest that the downtrend may have reached its bottom in the fourth quarter of 2025, setting the stage for a possible breakout reminiscent of earlier altcoin runs.
The analysts also drew attention to the connection between these assets and the equity market, particularly the Russell 2000 index, which recently broke above its previous all-time high. This index reflects broader risk appetite among investors and has historically served as a precursor to altcoin rallies.
In both late 2016 and late 2020, a breakout in the Russell was followed by significant altcoin gains. Now, as the Russell 2000 has broken out again in the fourth quarter of 2025, it mirrors patterns observed just before previous altcoin surges.
Improvement In Market ConditionsDespite these promising indicators, some may wonder why this cycle appears delayed. Many investors anticipated a setup for an altcoin season in 2024, but the analysts note that key triggers were absent during that time.
Factors such as a contracting Federal Reserve (Fed) balance sheet, tight liquidity, and low risk appetite dampened enthusiasm. However, conditions began to improve toward the end of 2025, suggesting that while the cycle may have shifted, it is still very much intact.
Ultimately, analysts at Bull Theory conclude that the anticipated altseason is approaching based on the fact that the ALT/BTC ratio appears to have bottomed out in Q4 of 2025, the Russell 2000 has achieved a breakout in the same period, liquidity has improved, and greater regulatory clarity is expected heading into 2026.
Ethereum (ETH), the market’s leading altcoin, is trading at $3,200, having recorded gains of almost 10% over the past seven days. However, this has been outperformed by XRP, which recorded a notable 21% gain during the same period.
Featured image from DALL-E, chart from TradingView.com
Japan’s ‘Digital Year’: Finance Minister Eyes Crypto Integration Into Stock Exchanges
Japan’s Finance Minister has shared her stance on crypto assets and the importance of stock exchanges in supporting the transition to a growth-oriented economy that opens up public access to digital assets.
Japan Enters Its ‘Digital Year’On Monday, Japan’s Minister of Finance Satsuki Katayama endorsed the country’s efforts to integrate crypto assets and blockchain technology into the local financial markets, outlining her policy stance to support Japan’s development as an asset management nation, asserting that “there is still room for growth in shifting from savings to investment.”
In her New Year’s address at the Tokyo Stock Exchange’s (TSE) Grand Opening Ceremony, celebrated on January 5, Katayama declared that 2026 would be the “Digital Year” for the nation.
The Finance Minister pointed out that 2026 “is a turning point” for overcoming deflation, emphasizing the “importance of responsible, proactive fiscal policy and concentrated investment in growth sectors.”
Notably, Katayama has previously shared a positive approach to crypto and the Web3 sectors, the reports added. Last year, she declared that “with robust governance, the crypto asset and Web3 sectors can develop significantly, and the future is very bright.”
Local news media outlets reported that the Finance Minister expressed her support for integrating crypto assets into stock exchanges on Monday, highlighting the importance of existing financial infrastructure to increase exposure to crypto-related services.
“For citizens to benefit from digital assets and blockchain-based assets, the role of commodity and securities exchanges is crucial,” she stated.
During the New Year’s address, she also discussed the future of crypto-related investment products in Japan, underscoring how “In the U.S., ETFs (exchange-traded funds) are expanding as a means for citizens to hedge against inflation.”
Despite the success of US spot ETFs, Japanese regulators have been cautious about digital asset-based funds. The Financial Services Agency (FSA) has repeatedly expressed reservations about the investment products.
Nonetheless, Katayama suggested that similar initiatives to those of the US would be pursued in Japan, signaling a potential launch of crypto-based investment products this year.
She concluded her statement by declaring her support for the efforts carried out by exchanges in Japan to develop trading environments “utilizing such cutting-edge fintech and technology.”
2026 Framework To Reshape Local Crypto LandscapeOver the past few years, Japanese authorities have been working to review their regulatory system and develop policies for customer fund safety and innovation in a more reliable industry.
In December, the Liberal Democratic Party and the Japan Innovation Party published their upcoming FY2026 Tax Reform. As reported by Bitcoinist, the 2026 tax reform will introduce significant changes to the existing taxation system.
These changes, long requested by Japanese investors, are set to address the categorization and regulation of crypto assets, reclassifying them as financial products.
The proposal signals a shift from the assets’ previous treatment as speculative assets by Japanese financial authorities. Based on this, the reform is also studying the introduction of a separate taxation system for crypto income.
The current progressive tax system, where digital asset gains can be taxed at up to 55%, would be replaced with a system like the one used for stocks, with a flat 20% tax on crypto income.
Is Venezuela Controlling A $60 Billion Bitcoin Reserve, Or Is It Just A Rumor?
Venezuela may have quietly built a Bitcoin stash of roughly 600,000 to 660,000 BTC. That number would be worth about $56 billion to $67 billion at recent prices, intelligence reports cited by Whale Hunting analysts Bradley Hope and Clara Preve disclose.
The said accumulation began around 2018 and involved swaps from gold sales and oil deals priced in stablecoins, then converted to Bitcoin. Some stories tie the chatter to recent political developments in Venezuela, saying the claims have stirred fresh attention on the nation’s finances and on Bitcoin markets.
Public Records Tell A Different StoryBased on reports from public blockchain trackers and treasury listings, the picture is far less dramatic. Official on-chain wallets linked to Venezuela’s government show about 240 BTC — roughly $22 million at current rates.
How The Numbers Were Said To WorkReports that pushed the big number mentioned several methods of accumulation. Gold sales from state mining areas were named. Oil shipments priced in USDT or other crypto were mentioned too.
Some accounts also suggest seized mining equipment and opaque trading channels were used to move value into Bitcoin over years. If any of that is true, then large sums could be off the books and hard to trace.
Market Reaction And Political BuzzBitcoin’s price has been sensitive to the story. Traders watched moves above $92,000 closely as the rumor spread. Some headlines linked the claims to geopolitical tensions and to questions about whether foreign authorities could seize or freeze any such reserve if it existed.
Reports note that such a seizure would carry legal and diplomatic complications. US President Donald Trump’s recent comments on regional security further stoked interest in how geopolitical events and crypto markets can intersect.
Why Skepticism Is Still NeededInvestigative limits matter. Blockchain data is public, but wallets can be obfuscated through mixers, custodial services, or private keys held across many accounts. That makes absolute proof difficult without cooperation from those who control the coins or from an audited disclosure. Until verifiable custody records, independent audits, or clear on-chain links are produced, the numbers above should be read as unconfirmed claims rather than settled fact.
Huge If True, Unproven NowBased on reports and on public trackers, Venezuela’s official, proven Bitcoin holdings remain small compared with the headline figures. The 600,000–660,000 BTC claim is dramatic; it would reshape market math if proven. For now, it is a high-impact rumor that needs concrete proof.
Maduro’s CaptureUS forces recently carried out an operation targeting Venezuelan President Nicolás Maduro, heightening geopolitical tensions in the region. Reports suggest the move has renewed interest in Venezuela’s alleged Bitcoin holdings and oil, with analysts watching closely for any impact on global crypto markets. The full consequences of the raid and Maduro’s capture are still unfolding.
Featured image from Gemini, chart from TradingView
Violent Attacks On Crypto Holders Escalate Worldwide, Data Shows
Violent “wrench attacks” against crypto holders, physical robberies and kidnappings meant to force victims to hand over coins, appear to be rising in absolute terms and trending more severe, according to a new visualization built from a long-running incident database maintained by security researcher Jameson Lopp.
Dragonfly partner Haseeb Qureshi said he analyzed Lopp’s dataset and built an interactive dashboard to stress-test a question many traders and builders have been asking quietly for years: is simply holding crypto becoming physically more dangerous? “You’re not imagining it: the number of attacks has been increasing over time,” Qureshi wrote on X. “Not only that, the attacks are getting more violent.”
The dashboard breaks reported incidents into five severity bands — Minor, Moderate, Serious, Severe, and Fatal and the distribution skews heavily toward the sharp end of the spectrum. Of 269 categorized incidents shown, 137 (51%) were labeled “Serious,” 57 (21%) “Severe,” and 13 (5%) “Fatal,” with the remainder split between 39 (14%) “Moderate” and 23 (9%) “Minor.”
The year-by-year bars show the later years carrying a larger share of “Severe” and “Fatal” outcomes than the early history of the dataset, with 2025 appearing as the highest-incident year on the chart.
Qureshi’s analysis also puts a number on the most intuitive driver: price. Charting incidents against total crypto market capitalization, he reported a simple regression with an R² of 0.45 — implying roughly 45% of the variation in reported violence is explained by market cap alone. In plain terms, higher prices coincide with more attacks.
But the more consequential question for everyday holders is not raw counts; it’s risk per person. Because comprehensive “number of crypto users” data is hard to pin down, Qureshi used Coinbase monthly active users as a proxy, and separately normalized incidents by market cap to approximate attacks per dollar of wealth.
The resulting “normalized attack rates” chart tells a less linear story: per-user attack rates spiked in earlier market eras (notably around 2015 and again in 2018), then fell sharply after 2019, before ticking higher in the most recent observations. “So is that it?” Qureshi asked. “Proof crypto is becoming more physically dangerous?”
On his telling, not quite. Coinbase MAUs, he noted, expanded dramatically over the decade, while normalized attack rates did not rise proportionally, suggesting a meaningful “population effect” behind the higher headline totals. Still, the per-user line has moved up from its post-2019 lows, roughly back toward the levels seen during the 2021 cycle, even as the “attacks per $ of market cap” line remains comparatively flat in recent years.
Geography adds another uncomfortable layer. A regional table in the dashboard shows Western Europe (73 attacks) and North America (64) as the two largest buckets by incident count, with Asia-Pacific also substantial (53). But the most lethal outcomes cluster elsewhere: Latin America shows a 21% fatality rate and Africa 17%, versus 0% in North America. Qureshi underscored that point directly: “Notably, there have been 0 fatalities in North America ever,” he wrote, adding that the “lion’s share” of fatalities are in Latin America and Africa.
Lopp, who has maintained the underlying “Bitcoin Wrench Attack” archive for years, has warned the workload and frequency are becoming harder to treat as isolated incidents. “When an event goes from being rare to happening every few days, it’s no longer newsworthy — it’s just a fact of life,” he wrote in a Dec. 21 post cited in the thread, while inviting others to help maintain the database.
At press time, the total crypto market cap stood at $3.12 trillion.
PwC Drops Guard On Crypto After US Digital Asset Rule Changes
Big Four accounting firm PwC has reversed its cautious stance on crypto after regulatory developments related to the space in the United States.
PwC Has Softened Its Stance On CryptoAccording to a report from the Financial Times, PwC has changed its strategy around digital assets following the new laws passed by Donald Trump’s administration. PricewaterhouseCoopers, PwC in short, is a multinational professional services network headquartered in London. It provides services such as audits, tax planning, and business consulting to companies worldwide.
PwC is the second-largest firm of its kind and part of the Big Four accounting firms. Previously, the British company steered clear of crypto-related work in the US like other Big Four firms, but it seems that stance has now changed. The shift has come as the US has made advancements in its crypto regulatory framework. Among the new laws is the Genius Act, which regulates stablecoins, digital assets pegged to a fiat currency like the US Dollar (USD).
“The Genius Act and the regulatory rulemaking around stablecoin, I expect, will create more conviction around leaning into that product and that asset class,” said Paul Griggs, senior partner at PwC US, in an interview with FT.
Griggs added that PwC has been pitching companies on how they can use digital asset technology, with stablecoins as a means of improving payment systems’ efficiency, cited as one example.
PwC and other Big Four firms budging on crypto showcases the legislative momentum that the industry has had recently, with traditional finance increasingly unable to ignore the sector. Stablecoins, in particular, have been witnessing growing adoption. Beyond the American Genius Act, this class of digital assets also attracted regulatory attention in other parts of the world.
Hong Kong introduced a stablecoin issuer licensing framework last year, while Japan observed the launch of its first yen-based token. In Europe, major banks have come together to work on a euro-pegged coin, aiming to challenge the sector’s USD dominance. The positive regulation in 2025 meant that the space witnessed some sharp growth, with the market cap exploring new records, as data from DefiLlama shows.
The sector hasn’t been unaffected by the wider slowdown in crypto since October, however. From the above chart, it’s visible that the stablecoin market cap has seen consolidation in the last few months.
Nonetheless, while other parts of the market have shrunken, these fiat-tied tokens still have their combined market cap sitting at $307 billion today, which is very close to the all-time high (ATH).
Bitcoin PriceAt the time of writing, Bitcoin is trading around $92,900, up nearly 6% over the last week.
Momentum Shifts in Solana’s Favor as Price Defends Critical Support Zone
Solana (SOL) has entered 2026 with renewed attention from traders as its price stabilizes above the $130 technical area. After weeks of sideways movement, SOL has pushed higher, reclaiming levels that had previously capped upside attempts.
Related Reading: 600,000 Bitcoin Allegedly Held In Venezuelan Shadow Reserve: Report
The move comes amid broader strength across major cryptos and follows a period where Solana’s on-chain activity and network upgrades have reshaped how the market views the asset. With price holding above a critical support zone, market participants are now watching whether momentum can sustain a deeper recovery.
Solana Price Holds Above Key Levels as Momentum BuildsSolana (SOL) is currently trading above the $135 mark, extending gains of just over 1% in the past 24 hours. The price has successfully defended the $130–$135 zone, an area that previously acted as resistance during consolidation.
A break above $132 and the 100-hour simple moving average signaled a short-term trend shift, allowing buyers to push the price as high as $138 before a modest pullback.
Technical indicators point to improving momentum. The Relative Strength Index remains above 50, suggesting buying pressure outweighs selling interest, while the hourly MACD continues to strengthen in bullish territory.
A rising trend line around $135 now serves as near-term support, with additional downside protection near $130. Failure to hold this level could expose SOL to a deeper retracement toward $128 or $120, but for now, the structure favors stability.
On the upside, resistance remains clustered between $138 and $145. A sustained close above $145 would likely open the door to a move toward the $150–$155 range, a zone last tested during previous rally attempts.
On-Chain Activity Signals a Structural ShiftBeyond price action, Solana’s on-chain metrics continue to draw attention. In 2025, the network processed roughly $1.6 trillion in on-chain spot trading volume, accounting for about 12% of total spot activity across crypto markets.
This represents a sharp increase from just a few years ago, when Solana played a minor role in trading flows.
The shift highlights a broader trend toward high-throughput blockchains as traders and applications prioritize speed and lower transaction costs. Growing stablecoin usage and decentralized exchange activity on Solana have helped anchor liquidity on-chain, reducing reliance on centralized platforms.
Network Upgrades Support the Broader OutlookSolana’s technical progress also underpins the recent price resilience. The rollout of the Firedancer validator client aims to improve transaction processing and network stability, addressing concerns linked to past congestion and outages.
Alongside increased block space and compute capacity, these upgrades are designed to support higher activity without significant fee pressure.
As Solana expands across payments, NFTs, gaming, and prediction markets, its usage base has become more diversified.
Related Reading: Crypto Payments Hit A Turning Point With Visa Card Use Up Over 500%
While short-term volatility remains part of the landscape, the combination of defended support, improving technical signals, and strengthening fundamentals suggests momentum has shifted modestly in Solana’s favor.
Cover image from ChatGPT, SOLUSD chart from Tradingview
Bitcoin Price To Crash Another 50% As Analyst Marks $40,000 Bottom Target
The Bitcoin price has already crashed by more than 32.5% from last year’s all-time high above $126,000, toward the $85,000 region. Although the cryptocurrency has recovered slightly and is now trading above $90,000, a crypto analyst has forecast another major price crash in 2026. According to the forecast, Bitcoin could decline by 50%, following trends observed in previous cycles, potentially hitting a bottom near $40,000.
Bitcoin Price Set For 50% CrashBitcoin could face another price correction as technical indicators continue to signal a strong bear market. Market expert CryptoBullet warns that Bitcoin’s bear market behavior is not over, with a deeper pullback aligning with long-term on-chain trends.
CryptoBullet bases his outlook on Bitcoin’s Realized Price, a metric that reflects the average price at which all circulating coins last moved. He explained that this level acts as a key reference during bear markets and has historically marked zones where price eventually breaks down before forming a bottom.
Looking at past cycles, he noted that Bitcoin has consistently fallen below its Realized Price during bear markets. The drawdowns reached 66% in 2011, 48% in 2015, 35% in 2018, and 33% in 2022, indicating a consistent tendency for prices to fall below this level. Due to this repeated decline, the analyst believes the next bear-market crash will follow the same pattern, triggering a 50% drop to $40,000 for Bitcoin this year.
Another major factor supporting CryptoBullet’s analysis is Bitcoin’s declining volatility over time. He noted that the gap between market price and Realized Price has steadily narrowed, shrinking from a 66% deviation in 2011 to roughly 33% in 2022.
Because of this trend, the analyst does not expect the bear market this year to be as severe as the downside observed in past cycles. Instead, he estimates Bitcoin could fall by 24% to 31% below Realized Price, placing its likely bottom in the $40,000 to $43,000 range.
Extreme Bear Market ScenarioWith the Realized Price currently near $56,000, CryptoBullet has also cautioned that Bitcoin could decline even further to below $40,000 this year. The analyst noted that if the market repeats the 2022 bear market, a 33% drop below Realized Price would place Bitcoin near $37,400.
He added that by the third quarter or fourth quarter of 2026, Realized Price could fall deeper to $53,000 or $54,000, which could result in a similar 33% crash, pushing Bitcoin closer to $35,000. The analyst has stated that $35,000 represents the most extreme downside he can reasonably see this year based on historical behavior. The accompanying chart also reflects this view by highlighting previous bear-market crashes that occurred after the price slipped well below the Realized Price line.
Mixed Signals for Ethereum: Technical Milestones and Rising Adoption Offset Market Pressure
The first week of the year has not been unkind to the market, with Ethereum (ETH) entering 2026 with a mixed narrative that reflects both progress and restraint. On one hand, the network is pushing through long-standing technical limits and seeing broader real-world usage.
On the other hand, market data indicate continued selling pressure, which has kept price action subdued. Together, these trends suggest Ethereum is less in decline than in transition, balancing structural growth against a cautious market environment.
Technical Progress and Network UpgradesRecent comments from Ethereum co-founder Vitalik Buterin have drawn renewed attention to the progress on the blockchain trilemma, which is the challenge of balancing decentralization, security, and scalability.
According to Buterin, upgrades such as Peer Data Availability Sampling (PeerDAS) and zero-knowledge Ethereum Virtual Machines (zkEVMs) have moved this goal from theory into live conditions on the mainnet.
PeerDAS, introduced with the Fusaka upgrade in December, reduces the burden on validators by allowing them to verify data availability through sampling rather than processing full datasets. This improves scalability while maintaining accessibility to participation.
At the same time, zkEVMs have reached an early operational stage, with proof generation times falling sharply and verification costs dropping significantly. While still in alpha, these systems are expected to assume a larger validation role between 2027 and 2030, following further security enhancements.
Alongside performance gains, Ethereum’s roadmap is shifting toward protocol safety. The Ethereum Foundation has set a target of achieving 128-bit provable security by late 2026, indicating that recent speed and cost improvements are now being matched with increasingly stringent security goals.
Ethereum (ETH) Adoption Shifts Toward UtilityBeyond core protocol work, Ethereum’s usage metrics point to expanding adoption. Stablecoin transfer volume on the network exceeded $8 trillion in the fourth quarter of 2025, nearly doubling from earlier in the year.
Active addresses and daily transactions also reached record levels, reinforcing Ethereum’s role as a primary settlement layer for payments and tokenized assets.
Industry figures increasingly point to crypto-native neobanks as a key growth driver for 2026. These platforms combine self-custody, stablecoins, and yield products with familiar banking interfaces, lowering barriers for mainstream users.
Institutional participation in 2025, particularly through digital asset treasuries and staking-related structures, has helped lay the groundwork for this shift toward everyday financial use rather than short-term trading.
Market Pressure and Developer MomentumDespite these developments, market flow data indicate that Ethereum remains under dominant selling pressure, reflecting a broader de-risking trend across cryptocurrency assets. This has limited upside and led to choppy price action, despite the emergence of positive narratives.
Similarly, developer activity tells a different story. An estimated 8.7 million smart contracts were deployed in the fourth quarter of 2025, the highest quarterly figure on record.
Taken together, Ethereum’s current signals point to consolidation rather than contraction. While market conditions continue to weigh on price, technical progress and rising adoption indicate the network is positioning itself for the next phase of growth once broader pressure eases.
Cover image from ChatGPT, ETHUSD chart from Tradingview
Bitcoin Seized From Samourai Wallet Creators Allegedly Sold By US Marshall Service
In a recent report by Bitcoin Magazine, it has come to light that the US Marshals Service (USMS), operating under the direction of the US Department of Justice (DOJ), has allegedly sold Bitcoin (BTC) forfeited by defendants Keonne Rodriguez and William Lonergan Hill, creators of Samourai Wallet.
Controversial Bitcoin SaleAccording to documents titled “Asset Liquidation Agreement,” which Bitcoin Magazine has obtained, the BTC forfeited by Rodriguez and Hill is either in the process of being sold or has already been sold.
The document indicates an agreement where the defendants consented to relinquish Bitcoin valued at approximately $6.3 million, which amounted to little over 57 BTC at the time the agreement was finalized on November 3, 2025.
Interestingly, it appears that the Bitcoin transferred on November 3, 2025, did not enter the USMS’s custody directly. Instead, the cryptocurrency seems to have been sent straight to Coinbase Prime, likely for the purpose of sale.
Potential Implications For Crypto RegulationThis decision raises significant legal and ethical questions, particularly regarding compliance with Executive Order 14233. This Order stipulates that BTC acquired through criminal forfeiture—termed “Government BTC”—must not be sold and should instead be allocated to the established Strategic Bitcoin Reserve.
If the USMS has indeed sold the forfeited Bitcoin, it indicates that they proceeded at their own discretion, potentially ignoring the legal mandate outlined in the Executive Order.
The Executive Order also specifies that “Government BTC” falls under the category of “Government Digital Assets,” and it mandates that agency heads cannot sell or otherwise dispose of these assets except under certain conditions, none of which apply to the cases of Rodriguez or Hill.
With this controversy surrounding the sale of seized Bitcoin, the actions of the USMS could spark further debate about how the government manages seized digital assets.
BTC has risen closer to $94,300 at the time of writing, representing a significant 3% increase in the last 24 hours and 8% increase in the last seven days.
Featured image from DALL-E, chart from TradingView.com
What The Fed’s Master Account Means For Ripple And XRP
Discussions around Ripple’s place in the global financial system have resurfaced after a market expert outlined what deeper access to the Federal Reserve’s (FED) master account could mean for the crypto company and XRP. The report outlines how direct integration with the FED could help Ripple frontrun institutional finance and position XRP as the supporting anchor to this framework.
Ripple To Access FED Master Account With XRPAn XRP advocate, @UnknownDLT, has released a new post on X explaining how access to the United States Federal Reserve’s master account could expand Ripple’s role in global financial infrastructure. Rather than focusing on price action, the report explores how XRP could play a more infrastructural role in these systems, emphasizing the benefits of the FED’s transaction volume and institutional connectivity.
According to the advocate, a FED master account would allow Ripple to connect directly to the central bank’s transaction flows. This would give the crypto company direct access to the core of US payment operations, reducing reliance on intermediary banks and third-party processors.
The report also points to Ripple Prime, an institutional prime brokerage service, formed by the rebranding and acquisition of Hidden Road. @UnknownDLT has suggested that Ripple Prime could be a key driver of Ripple’s institutional access. He stated that Hidden Road could give the crypto company direct exposure to the Depository Trust and Clearing Corporation (DTCC), which underpins an estimated $4 quadrillion in transaction volume across equities, fixed income, and derivatives markets.
Beyond traditional finance, the XRP advocate highlights Ripple’s rail as an entry point into the stablecoin sector. Ripple’s rail is said to provide access to roughly 10% of global stablecoin transaction volume, further embedding the crypto company within large-scale digital asset settlement activity.
Within this broader framework, the altcoin is described as the base layer enabling these connections. @UnknownDLT frames XRP as infrastructure rather than a typical speculative digital asset, highlighting its role in Ripple’s growing institutional reach and as a bridge for cross-border and intersystem payments.
Long-Term Vision In The Payments SectorIn a previous post, @UnknownDLT also shared a strong projection about the future role of XRP and Ripple in global payments. He stated that XRP is positioned to dominate the cross-border payments market while Ripple could emerge as the largest financial conglomerate globally.
The expert also predicted that the XRP Ledger will handle the world’s highest volume of money transfers. He explained that the blockchain network was designed to support massive financial flows. As a result, widespread adoption is seemingly inevitable. Notably, the ledger can reportedly handle up to 1,500 transactions per second, settling transfers in just 3-5 seconds with minimal fees.
@UnknownDLT has emphasized that his projections are not market hype or fear-driven speculation, but a plan that has been developing for more than ten years.
