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Brazil Moves To Ban Algorithmic Stablecoins While $SUBBD Disrupts Creator Economy

周四, 02/05/2026 - 18:13

Quick Facts:

  • Brazil’s Central Bank is drafting rules requiring stablecoins to be 100% backed by reserves, effectively banning algorithmic models.
  • The regulation signals a global shift away from speculative financial engineering toward compliant, backed assets.
  • SUBBD Token ($SUBBD) leverages AI and Web3 to reduce creator fees and decentralize the $85B content industry.
  • Capital is rotating from regulatory-risk sectors into utility projects with tangible revenue models and infrastructure.

Brazil’s Central Bank (BCB) is drafting regulations that could wipe algorithmic stablecoins off the map in Latin America’s largest crypto market. Following Law 14,478 (the ‘Crypto Assets Law’), regulators have taken a rigid stance: asset-referenced tokens must be fully backed. No arbitrage tricks, no complex debt positions—just 1:1 reserves. This pivot threatens the very existence of decentralized stablecoins in the region.

It puts Brazil in lockstep with the EU’s MiCA framework, prioritizing safety over financial experiments. For issuers like Ethena ($USDe), or ghosts of cycles past like Terra’s $UST, the compliance window is shutting fast.

The BCB’s consultation papers suggest that without direct convertibility to the Real or a foreign currency, “stable’ assets face an outright ban. That’s huge for DeFi liquidity, considering Brazil is a global heavyweight in stablecoin adoption.

As regulatory walls close in on financial engineering, smart money is rotating toward sectors with actual cash flow. The speculative premium on ‘money games’ is vanishing. In its place? Infrastructure projects solving real headaches.

This rotation is starkest in the $250B creator economy, where platform risk is a daily reality, not a theory. Amidst this flight to quality, SUBBD Token ($SUBBD) has emerged, merging AI efficiency with blockchain transparency to dismantle the monopolistic fees of Web2.

AI Integration Solves The $85 Billion Creator Monetization Gap

While regulators squeeze complex derivatives, the content sector faces a different crisis: middlemen taking up to 70% of the cut. SUBBD Token ($SUBBD) tackles this by using Ethereum architecture to cut out the intermediary, but it goes beyond simple payments.

The platform aims to integrate proprietary AI tools, like an AI Personal Assistant and voice cloning tech, directly into the workflow. Suddenly, influencers can scale output without bloating their costs.

Here’s the difference. Most ‘creator coins’ are just speculative toys. SUBBD Token ($SUBBD) acts as the fuel for an entire ecosystem. By gating exclusive content and powering AI tools, the project creates deflationary pressure that algorithmic stablecoins often lack.

Creators aren’t just paid in crypto; they use the infrastructure to actually build their product.

The governance model flips the script. $SUBBD holders vote on features and onboarding, shifting power from opaque corporate algorithms back to the community. For investors tired of regulatory headaches in DeFi, this looks like a pivot to ‘revenue-based’ assets. It’s a hedge against the macro volatility rocking purely speculative markets.

FIND OUT MORE ABOUT SUBBD TOKEN ON ITS OFFICIAL PAGE

$SUBBD Presale Momentum Builds Amid Shift To Utility Tokens

The market’s hunger for utility is showing up in the numbers. SUBBD Token has already raised over $1.4M in its presale. With the token currently priced at $0.05749, early entrants see potential upside compared to legacy platforms lacking Web3 integration. However, a price increase is looming, so if you want in do so before the rise.

Not sure how to buy in? Check out our ‘How to Buy SUBBD Token‘ guide.

There’s a clear divergence in the market: DeFi TVL is stagnant, but AI-crypto hybrids are cooking.

It helps that the staking structure discourages ‘mercenary’ capital. $SUBBD offers a fixed 20% APY for the first year. Crucially, this yield comes from ecosystem growth, not the fragile arbitrage loops Brazilian regulators are hunting down.

Plus, stakers get XP multipliers and ‘Daily BTS drops,’ gamifying the experience (and aligning incentives).

Built on Ethereum, $SUBBD taps into deep liquidity while offering a specialized layer for content monetization. As Brazil forces the market to grow up, projects with clear revenue models are positioning themselves to capture capital fleeing regulatory grey zones.

CHECK OUT THE $SUBBD PRESALE ON ITS OFFICIAL PAGE

This article is not financial advice. Cryptocurrency markets are volatile and involve significant risk. Regulations regarding stablecoins and crypto assets vary by jurisdiction. Always conduct your own due diligence before investing.

$9 Billion Bitcoin Dump Sparks Talk, But Galaxy Digital Dismisses Quantum Link

周四, 02/05/2026 - 18:00

Galaxy Digital moved quickly to push back on a narrative that a massive Bitcoin trade it handled was driven by fears about quantum computers.

Reports say the massive trade happened, but the firm’s researchers made it clear that the motive was not a sudden technological panic.

Galaxy Denies Quantum Motive

According to Alex Thorn, Galaxy’s head of research, the trade—executed on behalf of a wealthy client—was not about Bitcoin’s resistance to future quantum attacks.

The firm released its quarterly figures at the same time, showing a net loss of $482 million in the fourth quarter of 2025 and a $241 million loss for 2025 overall.

Those numbers, paired with the large trade, fed a rumor that rippled through crypto channels and social feeds.

Hooo buddy. To translate what @novogratz is saying here (via $GLXY earnings call this AM): The $9B block trade Galaxy did last quarter was for someone 1) early/rich (clearly), 2) smart, 3) fairly concerned about $BTC Quantum Resistance https://t.co/kooKJyjB1s pic.twitter.com/iUsu1pvM17

— Kellan Grenier (@kellangrenier) February 3, 2026

Market Timing And Headlines

Bitcoin briefly slipped below $75,000 around the same time, and that price move magnified chatter. Some people connected the whale sell-off to an emerging tech threat.

Reports say a handful of market commentators pointed to quantum computing as the reason for the sell. But many experts pushed back, arguing that the timeline for a quantum machine capable of breaking Bitcoin’s cryptography is long.

quantum is not why the whale sold

novo didn’t connect the two. he said it was one reason ppl are claiming for btc weakness, but he disagrees with that (this is clear if you read the full transcript)

he then clarified on bloomberg that quantum isn’t the reason for btc weakness https://t.co/pxvqOvsTZZ pic.twitter.com/JT5Qi0PXI4

— Alex Thorn (@intangiblecoins) February 3, 2026

Adam Back, a long-standing voice in the space, has argued that a meaningful quantum threat is decades away, not a near-term event.

Vitalik Buterin, Ethereum co-founder, agreed that blockchains could adopt stronger signatures well before any widespread risk materializes.

Andreas Antonopoulos, a well-known Bitcoin educator and author, has emphasized that if quantum computers ever became that powerful, many global systems would already be affected, not only crypto.

BIP-360 And The Community Response

A defensive step has emerged inside the ecosystem: supporters and some fund managers have been promoting BIP-360, a proposal that would add a post-quantum signature option for vulnerable Bitcoin addresses.

Reports note that such measures reflect planning, not panic. They show that developers and stakeholders are discussing options and preparing possible upgrades. That planning is part of normal risk management in a system that values longevity.

Trading Reasons Can Be Mixed

Large holders sell for many motives: tax planning, portfolio rebalancing, liquidity needs, or strategic hedging. It is rare for a single rationale—especially a speculative technology fear—to explain a trade of this size without other corroborating signals.

The denial from Galaxy makes the quantum angle look like a post-hoc story that filled a gap in an already jittery market.

Featured image from Unsplash, chart from TradingView

Bullish Reports Massive Q4 Loss; Investors Pivot to $BMIC Presale

周四, 02/05/2026 - 17:53
Quick Facts:
  • Bullish reported a massive Q4 loss of $563M, triggering a share slide and wider crypto market jitters.
  • Investors are redirecting attention to BMIC, a quantum-proof wallet offering a full finance stack—from AI security to staking.
  • Breakthroughs in quantum computing or regulatory shifts could boost BMIC’s narrative strongly.
  • Execution complexity and market timing could slow adoption, but BMIC’s security-first edge may drive long-term value.

Shares of Bullish tumbled after the firm disclosed a staggering Q4 net loss of $563M, a brutal reversal from the $104.8M profit booked just a year earlier. The timing couldn’t be worse.

The report landed while tech and crypto sectors were already reeling, dragging broader equities down with them. It’s a harsh reminder: even heavyweight, institutional-grade platforms aren’t immune to macro pressure.

Amid the fallout, attention has quietly shifted to BMIC, a quantum-secure wallet project currently in presale. Why? Investors seem to be repositioning toward infrastructure that promises long-term safety rather than just short-term gains.

Frankly, if established platforms like Bullish can stumble on financials, securing assets with post-quantum cryptography suddenly feels less like a luxury and more like insurance.

The context is undeniable: the market is in correction mode. Bitcoin has plunged below $70K (down roughly 20% since January), while Ethereum is off more than 10%, both caught in a wave of tech-sector weakness and policy uncertainty. When majors slip this hard, capital often rotates toward protocols addressing deeper structural risks, like the looming threat of quantum decryption.

BMIC Brings Quantum-Proof Security to Crypto Finance

BMIC ($BMIC) isn’t just another wallet and token. It positions itself as the only Post‑Quantum‑Cryptography (PQC)-backed ecosystem for staking and payments on Ethereum.

Its full-stack, RSA-resistant design tackles ‘harvest now, decrypt later’ attacks directly. Sound paranoid? It’s not; it’s a realistic response to advancing quantum capabilities.

With zero public-key exposure, ERC-4337 smart accounts, and AI-enhanced threat detection, the project is building defense for a future that’s approaching faster than most realize. The numbers are specific: tokens are currently priced at $0.049474, and total raised stands at over $433K.

That suggests solid early demand, nearly half a million dollars, for a security-first offering. We haven’t seen massive whale wallets enter just yet, but that’s typical for this stage. The story here is about preservation and preparedness, not pump mechanics.

The logic is simple. As markets shake, defensive plays aren’t just about ROI; they’re about resilience. BMIC offers asset-level protection that conventional solutions (still relying on old encryption standards) simply lack. The pivot makes sense.

CHEcK OUT THE $BMIC PRESALE

What’s Next and What to Watch

Quantum headlines: Any news about advances in quantum computing, or regulatory chatter on encryption standards, could turbocharge demand for this specific tech stack. Crypto market stabilization: If $BTC or $ETH recovers, altcoins and infrastructure layers like $BMIC often see inflows shortly after. Regulatory clarity: Early alignment on post-quantum encryption could deliver institutional confidence and adoption fast.

Risks? Plenty. BMIC faces execution hurdles common to deep-tech projects. Quantum resistance today doesn’t guarantee immunity tomorrow; it’s an arms race that requires continuous evolution. Plus, wallet adoption cycles are notoriously sticky. And let’s be real—even promising token sales can buckle under a deep bear market.

But here’s the second-order effect casual observers might miss: BMIC isn’t just ‘one more alt.’ It’s a modular infrastructure. That positions it for future ecosystem integration, think cold wallets, DeFi rails, and enterprise-grade custody.

LEARN MORE ABOUT THE QUANTUM STACK THAT’S PREPARING FOR THE FUTURE

This article is not financial advice. Presale participation involves high risk, and markets may continue to fall sharply. Evaluate tech maturity and institutional adoption before investing.

Nevada Fails To Stop Coinbase Prediction Markets: $LIQUID Brings Liquidity Together

周四, 02/05/2026 - 17:38
Quick Facts:
  • Nevada regulators faced a setback in blocking Coinbase, signaling a potential boom for regulated US prediction markets.
  • Regulatory clarity highlights the need for better infrastructure, as current liquidity is fragmented across isolated blockchains.
  • LiquidChain fuses Bitcoin, Ethereum, and Solana liquidity, allowing developers to deploy apps that access all three ecosystems simultaneously.
  • The project has raised over $526k in its presale, validating investor interest in cross-chain infrastructure solutions.

Las Vegas just lost a brick from its regulatory wall.

In a clash being watched closely by Wall Street and crypto natives alike, Nevada regulators have hit an early snag in their attempt to block Coinbase’s entry into prediction markets.

The conflict boils down to a single, expensive definition: are prediction markets, where users trade on the outcome of future events, financial hedging instruments, or just disguised sports betting?

Nevada’s argument relies on protecting its state-sanctioned gaming monopoly. But the inability to immediately halt Coinbase’s operations suggests that federal commodity definitions might actually supersede state-level gambling classifications.

Why does that matter? Because it signals a potential green light for institutional capital to enter the prediction sector. If Coinbase can operate regulated prediction markets in the US, the volume potential dwarfs the activity currently seen on offshore platforms like Polymarket.

But there’s a catch. While regulatory friction eases, infrastructure friction is still a nightmare. Right now, traders have to navigate a fragmented maze of wrapped assets and bridged tokens just to find liquidity.

A prediction market on Ethereum can’t easily tap into Bitcoin capital, and Solana users are walled off entirely. As the regulatory gates open, the market is realizing that legal clarity is useless without a unified execution layer to handle the volume.

That structural gap is exactly why investors are turning toward interoperability solutions capable of fusing these isolated capital pools – projects like LiquidChain ($LIQUID).

LiquidChain Unifies the Fragmented DeFi Layer

Coinbase’s win highlights a demand for seamless trading, but let’s be honest: on-chain reality is messy. LiquidChain ($LIQUID) has emerged specifically to fix the liquidity fragmentation that plagues high-frequency sectors like prediction markets.

Rather than relying on risk-heavy bridges or wrapped assets, which introduce counterparty risk, LiquidChain operates as a Layer 3 infrastructure that unifies Bitcoin, Ethereum, and Solana into a single execution environment.

This architecture changes the game for developers. Currently, a team building a decentralized prediction market has to pick a home chain, effectively alienating users from every other ecosystem. LiquidChain allows for a ‘deploy-once, access-all’ framework.

A developer can launch an application on the LiquidChain L3, and the protocol’s Cross-Chain Virtual Machine (VM) handles the settlement across the underlying L1s automatically. For the user? The complexity just disappears.

A trader holding $SOL can interact with a contract originally designed for $ETH liquidity without ever leaving their wallet environment. This ‘Single-Step Execution’ capability is critical for the adoption of the sophisticated financial products Coinbase is fighting to normalize.

By aggregating liquidity rather than fragmenting it, LiquidChain positions itself as the necessary plumbing for the next wave of DeFi applications that require deep, verifiable settlement across multiple chains simultaneously.

BUY YOUR $LIQUID HERE

Presale Data Signals Appetite for Infrastructure Plays

Smart money is eyeing infrastructure layers, largely because they tend to capture value regardless of which specific application wins the adoption war. We’re seeing this sentiment reflected in the capital flows surrounding the LiquidChain presale. The numbers back this up: the project has raised over $527K, a figure that suggests growing confidence in the ‘unified liquidity’ thesis despite broader market chop.

The token, currently priced at $0.01355, offers an entry point into what effectively functions as a decentralized liquidity clearinghouse. The economic model behind $LIQUID is designed to fuel this ecosystem; tokens aren’t just for governance, they’re the gas that powers the cross-chain settlement engine.

As more applications (whether prediction markets, DEXs, or lending protocols) use the LiquidChain L3, the demand for the token scales with network activity.

Investors seem to be betting on a shift away from ‘chain maximalism’ toward ‘chain agnosticism.’ The ability to use Bitcoin’s security, Ethereum’s smart contracts, and Solana’s speed within a single transaction is a compelling value proposition.

With the presale ongoing, the market is pricing in the potential for LiquidChain to become the standard for cross-chain execution, solving the very fragmentation issues that would otherwise bottleneck the institutional volume that Coinbase’s legal wins are unlocking.

VISIT THE OFFICIAL LIQUIDCHAIN ($LIQUID) PRESALE SITE

This article is for informational purposes only and does not constitute financial advice. Cryptocurrencies are volatile assets. Always conduct your own due diligence before making investment decisions.

Buterin Bites Back At ‘Copy-Paste’ $ETH Clones: $HYPER Presale The Solution That’s Needed?

周四, 02/05/2026 - 17:26
Quick Facts:
  • Buterin bites back that the market is oversaturated with ‘copy-paste’ EVM Layer 2s that fragment liquidity without adding technical novelty, prompting a search for genuine innovation.
  • As legacy L2 narratives stall, capital is rotating toward infrastructure that unlocks Bitcoin’s $1T+ liquidity for complex DeFi and gaming applications.
  • Instead of forking Ethereum, Bitcoin Hyper integrates the Solana Virtual Machine (SVM) to bring parallel processing and high-speed execution to the Bitcoin network.

Ethereum co-founder Vitalik Buterin has never been one to mince words regarding blockchain scaling, but his recent commentary strikes a particularly sharp nerve.

The landscape is currently saturated with Layer 2 solutions that often amount to little more than ‘copy-paste’ forks of the Ethereum Virtual Machine (EVM). Buterin’s critique highlights a growing fatigue among developers and investors alike.

Frankly, the market is drowning in redundancy. We have dozens of chains offering the same throughput, the same limitations, and the same fragmentation of liquidity, often differing only by their marketing budgets rather than their technical architecture.

That matters because the ‘scalability wars’ have shifted. It’s no longer enough to simply offer lower fees than Ethereum Mainnet; that is now the baseline expectation, not a competitive advantage.

While Ethereum battles internal redundancy, Bitcoin faces the opposite problem: a desperate need for modernization.

The world’s largest asset remains technically isolated, holding over a trillion dollars in dormant capital that can’t easily access DeFi or complex smart contracts. This disconnect creates a massive arbitrage opportunity for infrastructure that can bridge the security of Bitcoin with the speed of modern execution layers.

Enter Bitcoin Hyper ($HYPER). By integrating the high-performance Solana Virtual Machine (SVM) directly as a Bitcoin Layer 2, the project isn’t positioning itself as another copy-paste iteration. It’s building the first technical bridge between Bitcoin’s liquidity and Solana’s speed.

GET YOUR $HYPER ON THE OFFICIAL PRESALE PAGE

Bitcoin Hyper Integrates SVM To Break The EVM Monotony

The core differentiation of Bitcoin Hyper lies in its refusal to follow the standard EVM rollup playbook.

Most Bitcoin Layer 2s currently in development are attempting to shoehorn Ethereum-style smart contracts onto Bitcoin’s stack. While functional, that approach often inherits the latency and sequential processing limitations of the EVM.

Bitcoin Hyper takes a radically different architectural path by using the Solana Virtual Machine (SVM) for its execution layer.

This distinction is technical, but the implications are purely financial. The SVM allows for parallel transaction processing, enabling Bitcoin Hyper to deliver throughput speeds that theoretically exceed Solana itself, all while anchoring state to the Bitcoin network.

For developers, this opens the door to high-frequency trading, complex gaming dApps, and real-time payment infrastructure using wrapped BTC. These are use cases currently impossible on Bitcoin L1 and painfully sluggish on EVM-based L2s.

The architecture uses a modular approach: Bitcoin L1 handles settlement and security, while the real-time SVM L2 handles execution. A single trusted sequencer ensures immediate ordering, with periodic state anchoring back to Bitcoin to preserve trust.

By supporting Rust, Bitcoin Hyper is tapping into the Solana developer community, giving them a direct pipeline to build on Bitcoin. This isn’t just a scaling solution; it’s a liquidity funnel designed to move BTC into high-yield DeFi environments.

Want a full project rundown? Check out our ‘What is Bitcoin Hyper?‘ guide.

Whale Accumulation Signals Demand For High-Performance BTC Layers

Tech specs drive long-term value, but on-chain flows dictate immediate price action. The presale data for Bitcoin Hyper suggests that sophisticated capital is already positioning for this narrative shift.

$HYPER’s already raised over $31M, a significant figure that indicates institutional-grade interest rather than mere retail speculation. With tokens currently priced at $0.0136751, the entry point remains accessible, but the volume suggests the window is narrowing.

Traders watching the order books will notice specific patterns. Etherscan data reveals high-net-worth wallets are buying in bulk. The largest acquisition was around $500K. Whale activity of this magnitude during a presale phase is typically a leading indicator of high conviction.

These buyers are likely betting on the scarcity of the tokenomics and the high APY staking rewards available immediately after the Token Generation Event (TGE).

On the incentive side, the protocol’s staking structure is designed to mitigate post-launch volatility. Presale stakers are subject to a 7-day vesting period, a mechanism that prevents immediate dumping while rewarding early conviction. Rewards are distributed for community governance and participation, aligning the incentives of token holders with the network’s long-term health.

JOIN THE $HYPER PRESALE ON ITS OFFICIAL SITE

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments, including presales and new Layer 2 protocols, carry inherent risks. Always perform your own due diligence before making investment decisions.

Buterin Offloads $ETH As Prices Dip: Why Capital’s Rotating Into The $MAXI Presale

周四, 02/05/2026 - 17:08
Quick Facts:
  • Buterin’s offload of $ETH has dampened sentiment for majors, prompting a capital rotation into higher-beta assets.
  • Traders are shifting focus to meme coins that offer narrative strength and active community engagement rather than passive utility.
  • Maxi Doge is absorbing this liquidity with a ‘gym bro’ trading culture, raising over $4.5M.
  • Smart money accumulation suggests a preference for gamified ecosystems over stagnant Layer-1 price action in the current cycle.

Ethereum’s price action isn’t reacting to technical upgrades right now. Instead, the market is obsessing over the wallet activity of its most famous co-founder. When Vitalik Buterin moves funds, the market listens, and lately, the message has been bearish.

The recent transfer of $ETH to centralized exchanges creates an immediate psychological overhang for retail investors. Sure, the actual dollar amounts (often single-digit millions) are a drop in the bucket compared to Ethereum’s daily volume. But the signaling effect? It’s profound.

In a fragile market structure, founder capitulation, even for benign reasons like charitable donations, is often interpreted as a lack of near-term conviction. The data points to a classic ‘risk-off’ environment for majors, where $ETH struggles to reclaim key moving averages. However, liquidity isn’t leaving the crypto ecosystem entirely; it’s just moving next door.

Smart money is moving further out on the risk curve, hunting for assets decoupled from the sluggish price action of Layer-1 tokens. This rotation is aggressively targeting the meme coin sector, where volatility is a feature, not a bug.

Amid this shift, Maxi Doge ($MAXI) has emerged as a primary beneficiary of this capital flight, attracting significant whale attention by actively gamifying the trading culture that traditional assets just can’t seem to satisfy anymore.

Maxi Doge Capitalizes On High-Leverage Trading Culture

While Ethereum wrestles with identity crises regarding its roadmap and inflation, Maxi Doge offers a refreshingly direct value proposition: pure, unadulterated market aggression.

Positioned as a 240-lb canine juggernaut, the project taps into the specific psychology of retail traders who live for 1000X leverage and high-stakes volatility. It frames the bull market as a physical grind, ‘never skip leg day,'” creating a narrative that resonates deeply with the ‘gym bro’ subculture of crypto Twitter/X.

It’s not just aesthetic, it’s structural. The project plans to introduce holder-only trading competitions, directly incentivizing the kind of active participation that dormant Layer-1s currently lack.

By integrating a ‘Maxi Fund’ treasury for liquidity and gamified tournaments, the ecosystem rewards conviction and skill rather than passive holding. For traders tired of $ETH’s sideways chop, leaderboard rewards offer a compelling reason to rotate.

The distinct advantage here lies in the community architecture. Most meme coins rely solely on viral moments, but Maxi Doge builds a ‘Leverage King’ culture that encourages users to lift, trade, and repeat. The result? A sticky user base less likely to capitulate during market dips, as the token represents a lifestyle of financial exertion and strength.

CHECK OUT THE HEAVYWEIGHTS ON THE $MAXI PRESALE PAGE

$MAXI Presale Breaches $4.5M

You can see the rotation from struggling majors into speculative utility directly on-chain. Maxi Doge has raised over $4.5M, signaling robust demand even as the broader market corrects. With tokens currently priced at $0.0002802, early entrants are positioning themselves before the public listing removes the fixed-price entry barrier.

$MAXI’s staking mechanics offer shelter from market volatility. The dynamic APY (currently at 68%), will be driven by a daily automatic smart contract distribution from a 5% allocation pool. This allows holders to compound their position while waiting for the next market leg up.

With Ethereum yields compressing, the ability to generate passive returns on a deflationary, demand-driven asset is a key driver for this capital rotation.

VISIT THE $MAXI PRESALE PAGE TO LEARN MORE

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments, especially presales, carry high risk and volatility.

Bitcoin Treasuries An ‘Explosion Waiting To Happen,’ Capriole Founder Warns

周四, 02/05/2026 - 17:00

The Capriole Investments founder has explained how the unwinding of Bitcoin treasuries could make LUNA and FTX crashes look like ‘child’s play.’

Bitcoin Treasury Company Count Has Climbed To 200

In a new post on X, Capriole Investments founder Charles Edwards has talked about the situation of the Bitcoin Digital Asset Treasury (DAT) firms, companies that have added BTC to their balance sheet. The DAT model was popularized by Michael Saylor’s Strategy (formerly MicroStrategy), who has been a relentless buyer of Bitcoin in recent years.

2025 particularly saw DAT strategies gain traction, with companies not only looking at Bitcoin as a treasury asset, but also other coins like Ethereum and Solana. Following this boom, BTC treasury companies now number in the hundreds.

Edwards has given a warning about these firms, however, saying, “The DAT model is a leverage explosion waiting to happen.” The analyst has compared the growth in DATs to the trajectory followed by investment trusts in the 1920s, noting that the only difference between the two is that trusts bought stocks, while DATs are buying Bitcoin.

“There is no sustainable business model for generating yield on a fixed supply asset, which incentivizes leverage when mNAVs collapse,” explained Edwards. The stock buying boom in 1920s from the investment trusts helped fuel a market bubble that ultimately burst toward the end of that decade. Below is a chart shared by the analyst that compares the trajectories followed by investment trusts and Bitcoin DATs.

From the graph, it’s visible that investment trusts initially followed gradual growth, but then in the 1920s, their growth gained acceleration. Something similar has happened with DATs, just on a much smaller timeframe.

At the end of 1929, there were around 600 investment trusts, while today, Bitcoin DATs number at about 200. Thus, BTC DATs are still behind in count. “How big can the DAT bubble grow? That’s the million dollar question,” said the Capriole founder, noting that the trust bubble went on for nearly a decade.

The cryptocurrency market has been facing a downturn recently, and, since the treasury boom occurred in 2025 and companies bought at bull run prices, DATs have come under pressure. Even Strategy with its history of buying at varied prices has seen its massive 713,502 BTC holdings dip into the red.

“Today Bitcoin treasuries hold 12% of all Bitcoin, the unwind will make Luna & FTX look like child’s play,” said Edwards. Both the events referenced by the analyst were major crashes from the 2022 bear market. The former was triggered by the depegging of the stablecoin TerraUSD (UST), while the latter occurred as cryptocurrency exchange FTX collapsed.

BTC Price

At the time of writing, Bitcoin is floating around $74,500, down 16% in the last seven days.

Trilemma Troubles No More: $HYPER Solves Problems of Old; Bitcoin Eyes $120K

周四, 02/05/2026 - 16:20
Quick Facts:
  • Bitcoin is consolidating under $75K, with technical indicators suggesting a breakout toward $120K is the highest probability scenario.
  • The bullish thesis remains valid as long as $BTC holds above the $68K–$69.5K support zone; a drop below could trigger a retest of $53K.
  • ETF inflows and low long-term holder selling pressure are creating a high floor price, mitigating the risk of deep corrections.
  • Bitcoin Hyper is attracting capital by solving the ‘Scalability Trilemma,’ bringing high-speed SVM smart contracts to the Bitcoin ecosystem.

Bitcoin ($BTC) stands at a pivotal juncture. It’s wrestling with a historic resistance level that has defined the market structure for weeks, consolidating just below the psychological $75K barrier.

That level represents more than just a price point; it’s a shift in global financial paradigms. While volatility has shaken out over-leveraged long positions, the broader trend remains resolutely bullish, driven by institutional accumulation and a favorable macro backdrop.

The current hesitation around the $71K mark doesn’t look like a reversal; it appears to be a classic liquidity re-accumulation phase. Data from spot ETF inflows suggests Wall Street’s appetite remains undiminished, absorbing selling pressure from long-term holders taking profit.

Typically, when retail exhaustion sets in, institutional capital creates a floor, a dynamic clearly visible in the shallow dips of the last ten days.

But there’s a catch. As Bitcoin matures into a global settlement layer, the ‘Blockchain Trilemma,’ the difficulty of achieving decentralization, security, and scalability simultaneously, remains its primary bottleneck. While $BTC aims for six-figure price discovery, network congestion has reignited the search for high-performance Layer 2 solutions.

This bifurcation defines the current landscape: traders are positioning for a $BTC breakout toward $12K, while smart money is simultaneously rotating into infrastructure plays like Bitcoin Hyper ($HYPER) to solve the scalability issues that a bull run inevitably exposes.

CHECK OUT BITCOIN HYPER ON ITS OFFICIAL PRESALE SITE

$BTC Technical Outlook: The Road to $120K

Technically, Bitcoin is painting a constructive picture on the weekly timeframe. The asset holds firm above the 200-week Exponential Moving Average (EMA), currently sitting near $69K, which serves as the immediate invalidation line for the short-term bullish thesis.

The Relative Strength Index (RSI) is teetering near neutral territory without the price collapsing, a phenomenon technicians call ‘bullish divergence through time.’ This suggests the market is building the necessary energy to smash through the $85K sell wall.

The primary catalyst for the next leg up? Likely a combination of continued corporate treasury adoption and the squeezing of short sellers positioned at $74.5K. If volume expands on a move above $78K, the vacuum of liquidity above that level could see price accelerate rapidly toward $120K (aligning with the 1.618 Fibonacci extension of the previous cycle).

Conversely, failure to hold the $69K support zone could trigger a deeper correction toward the $53K liquidity pool. However, on-chain metrics regarding ‘Coin Days Destroyed’ indicate long-term holders are largely dormant, reducing the probability of a mass sell-off.

Scenario Analysis:

  1. Bull Case (65% Probability): A high-volume breakout above $85K confirms the next impulse wave. Targets: $115K, then $125K.
  2. Base Case (25% Probability): Continued range-bound chopping between $68K and $75K to digest recent gains.
  3. Bear Case (10% Probability): A macro shock sends BTC below $65K, invalidating the immediate breakout structure and testing $53K support.

Traders should watch the $72.5K level closely; a daily close above this resistance often precedes a volatility expansion event.

$HYPER Solves the Trilemma as Smart Money Rotates

While Bitcoin solidifies its role as digital gold, the ecosystem desperately needs a copper layer for commerce. That brings the narrative to infrastructure, specifically Bitcoin Hyper ($HYPER), the first-ever Bitcoin Layer 2 to integrate the Solana Virtual Machine (SVM).

With $BTC, security and decentralization are high, but scalability suffers. Bitcoin Hyper addresses this by enabling sub-second finality and high-speed smart contracts directly on Bitcoin, solving the problems of old that have historically limited $BTC to a store of value.

Investors searching for high-beta plays are taking notice of this utility. Bitcoin Hyper has already raised over $31M, signaling robust demand for a solution that brings DeFi programmability to the world’s most secure chain.

Bitcoin Hyper utilizes a modular architecture, leveraging Bitcoin L1 for settlement while using a real-time SVM L2 for execution. This allows developers to build high-speed dApps in Rust, opening the door for complex DeFi and gaming on Bitcoin.

On-chain activity suggests sophisticated players are positioning early. Smart money is moving, as Etherscan data reveals high net wallets have purchased substantial amounts as high as $500K. With tokens currently priced at $0.0136751, the project offers an entry point into the L2 narrative that often outperforms the underlying L1 asset during expansion phases.

However, investors must weigh the high upside against the inherent risks of presale assets, such as development timelines and market volatility.

GET YOUR $HYPER FROM THE OFFICIAL PRESALE SITE

This article is not financial advice. Cryptocurrency markets are volatile and carry high risk. Readers should conduct their own independent research (DYOR) before making investment decisions. The views expressed here are those of the author and do not necessarily reflect the official policy or position of any other agency or entity.

Tether Scraps $20 Billion Funding Ambitions Due To Investor Opposition

周四, 02/05/2026 - 16:00

Crypto giant Tether is reportedly encountering resistance in its latest fundraising efforts, prompting a significant rethink of how much capital it plans to raise. 

According to people familiar with the discussions, investor pushback over the company’s ambitious $500 billion valuation has led advisers to consider a much smaller funding round, potentially as low as $5 billion.

Shareholder Hesitation Slows Tether Fundraise

The revised target marks a sharp shift from earlier talks last year, when Tether was said to be exploring a raise of between $15 billion and $20 billion. 

Chief Executive Officer Paolo Ardoino pushed back on the notion that the company was aiming to raise funds at a $500 billion valuation, describing that figure as a misunderstanding. 

Speaking to the Financial Times, Ardoino said the number represented the maximum valuation at which Tether would have been willing to sell shares, not a firm objective. Ardoino also noted that interest from potential investors at that valuation had been strong, but that progress has been slowed by internal considerations. 

In particular, some existing shareholders have been reluctant to sell equity, complicating efforts to structure a larger fundraising round and contributing to the decision by advisers to explore a more modest raise.

Concerns around shareholder sales have surfaced before. Last year, Bitcoinist reported that Tether was weighing several options to manage its capital strategy, including share buybacks and the potential tokenization of company shares on a blockchain once a fundraising deal is completed. 

At the time, those discussions were driven by worries that certain investors selling their stakes could undermine the company’s broader fundraising plans. 

Tether later confirmed it had blocked at least one shareholder from proceeding with plans to divest, calling it “imprudent” for any investor to attempt to sidestep formal processes overseen by leading global investment banks.

Profits And Reserves While Rolling Out USA₮

Despite the fundraising uncertainty, Tether’s financial position appears robust. The company reported net profits exceeding $10 billion for 2025, while the supply of its flagship stablecoin, USDT, expanded to approximately $186 billion in circulation. 

By year‑end, Tether reportedly held several billion dollars in excess reserves, with total assets comfortably exceeding liabilities. That financial cushion has helped ease concerns among investors about whether the company can adequately back such a large volume of stablecoins.

Tether has also continued to diversify its reserves. Recent filings and public statements indicate that the firm purchased roughly 27 metric tons of gold in the final quarter of the year. 

At the same time, Tether is expanding its footprint in the United States. The company has officially launched a new dollar‑pegged stablecoin, called USA₮, designed specifically for the US market..

Featured image from OpenArt, chart from TradingView.com 

South Korean Authorities Question Crypto Exchange Executives Over Lawmaker’s ‘Favoritism’ Controversy

周四, 02/05/2026 - 15:00

South Korea’s police have reportedly summoned executives from the largest local crypto exchanges for questioning regarding allegations of favor-seeking and favoritism from a now-independent lawmaker.

Dunamu, Bithumb Executives Summoned By Police

On Wednesday, the Seoul Metropolitan Police Agency’s Public Crimes Investigation Unit called former Dunamu CEO Lee Seok-woo and Bithumb officials as witnesses in the investigation of allegations against independent lawmaker Kim Byung-kee.

According to local reports, police reportedly questioned the former CEO of Dunamu, the company that operates South Korea’s largest crypto exchange, Upbit, about whether Kim requested employment for his second son during a dinner meeting in November 2024.

Kim’s former aides have claimed that the former Democratic Party’s floor leader had shown significant interest in crypto-related companies such as Dunamu and Bithumb, the second-largest crypto exchange in the country, for his son’s employment.

However, after failing to secure a spot at the local industry leader, the lawmaker allegedly arranged for his son to work at Bithumb, where he worked for six months, starting in January 2025. A former aide told reporters in December that Kim had “originally tried to get him hired at ‘somewhere else,’ but when that fell through, he got him hired at Bithumb.”

The reports alleged that Kim had instructed his aides to “attack Bithumb’s competitors” after the meeting with former CEO Lee and a job opening at Bithumb in November. He seemingly affirmed that “Dunamu’s monopoly is a complete problem.”

The lawmaker has been accused of seeking to favor the crypto exchange his son worked for by repeatedly questioning Dunamu “in a manner intended to attack it” during Political Affairs Committee meetings.

Kim told then-Financial Services Commission (FSC) Chairman Kim Byung-hwan that “the biggest problem with Korea’s virtual asset exchanges is the monopoly of a specific exchange,” the reports noted. He also pointed out a Financial Intelligence Unit (FIU) investigation that identified nearly 700,000 cases in which Upbit didn’t follow the proper Know-Your-Client (KYC) process.

The Seoul Metropolitan Police also summoned a Bithumb executive on Tuesday and another Bithumb official on Wednesday for questions regarding the allegations against the lawmaker.

FSC Explores Crypto Exchange Ownership Cap

The investigation comes as the FSC explores imposing a cap on crypto exchange ownership. As reported by Bitcoinist, the financial authority’s chairman, Lee Eog-weon, recently revealed that the agency is reviewing a proposal to limit major shareholders’ stakes in exchanges at around 15%-20%.

Lee stressed the need to limit the ownership stakes of controlling shareholders in crypto exchanges, highlighting that existing regulations mainly focus on anti-money laundering and investor protection.

Nonetheless, the proposal has faced backlash from industry players and the ruling Democratic Party of Korea (DPK). According to local news outlets, a joint council representing domestic crypto exchanges, including Upbit, Bithumb, and Coinone, has opposed the cap.

Exchanges warned that the proposed limit could hinder the development of South Korea’s crypto industry. It’s worth noting that if the law is enacted, major players like Dunamu’s chairman, Song Chi-hyung, and Coinone’s founder, Cha Myung-hoo, would be forced to sell a large portion of their holdings to comply with the ownership limit.

Meanwhile, members of the Democratic Party also expressed their concerns, affirming that similar caps are uncommon and could make South Korea’s framework inconsistent with global regulatory trends and uninviting to investors.

The exchange ownership cap proposal would be included in the upcoming Digital Asset Basic Act, also known as the Second Phase of the Virtual Asset User Protection Act, which will serve as a comprehensive framework for the entire crypto industry.

‘Never Skip a Leg Day’: The Mantra to Break the Crypto Downturn?

周四, 02/05/2026 - 14:56
Quick Facts:
  • The current price chop is a necessary consolidation (‘leg day’) likely building support for a breakout toward $80K.
  • A sustained move above $72K is required to confirm the end of the downturn and activate the next parabolic phase.
  • A loss of the $58.5K support level would invalidate the bullish thesis and could trigger a deeper correction to $52K.
  • Maxi Doge capitalizes on trading culture with a ‘leverage king’ narrative, having raised over $4.5M in its ongoing presale.

‘Never skip a leg day’ a key mantra for gym goers and $MAXI enthusiasts alike, but it may hold the key to a $BTC resurgence.

The crypto market has felt like a grueling gym session lately. Lots of sweat, heavy lifting, sideways grinding, but very little visible flexion. For Bitcoin ($BTC), this consolidation phase (often agonizing for retail traders addicted to ‘up only’ charts) resembles the necessary pain of ‘never skipping a leg day.’

Simple physics: You don’t get the explosive vertical jump without first enduring the squats.

This downturn marked by choppy price action around $70K, seems to be reaching a breaking point. Macroeconomic pivots, specifically the Federal Reserve’s shift toward rate cuts, combined with renewed institutional flows into Spot ETFs, suggest the accumulation phase is maturing.

We could be entering a period of structural ‘muscle building’ which could propel Bitcoin toward the $80K mark by year-end.

That market structure creates a dual narrative. While Bitcoin builds the foundation, capital is rotating into high-beta assets that thrive on this exact ‘grindset’ culture. This dynamic has spotlighted presale projects like Maxi Doge ($MAXI), which literally adopts the ‘never skip leg day’ ethos as a core tenet of its leverage-trading community.

START PUMPING AND BUY YOUR $MAXI NOW

Bitcoin Technicals: Building the Base for a Vertical Move

Bitcoin is currently compressing within a classic flag pattern. That technical setup usually resolves in a continuation of the broader uptrend. Data from trading desks indicates the ‘pain point’ for shorts is building above $72K. A decisive breakout there would validate the leg day thesis, confirming the quiet accumulation was just energy storage for the next expansion.

Plus, the Relative Strength Index (RSI) on daily charts is teetering back to neutral territory. That implies ample room for a move to $85K (or higher) without hitting immediate overbought conditions.

But can it actually deliver? The ‘skip leg day’ risk remains. If Bitcoin fails to hold local support during a macroeconomic shock, the thesis is invalidated, likely sending prices to retest a lower demand zone. Yet, with ETF inflows returning to net-positive territory, the base case leans bullish.

Scenario Watch: Bull Case: A high-volume close above $73.7K triggers a squeeze to $85K. Base Case: Continued chop between $64K and $71K. Bear Case: Loss of $58K support opens the door to $52K.

Maxi Doge: The Asset That Literally Never Skips Leg Day

While Bitcoin handles the heavy institutional lifting, the retail market is hunting for volatility in assets that embody the aggressive spirit of the bull run. Enter Maxi Doge ($MAXI). This project has turned the ‘never skip leg day’ meme into a financialized culture for leverage traders.

Unlike standard meme coins that rely on passive holding, Maxi Doge targets the high-octane trading demographic. Think of it as the ‘gym bro’ of the crypto world, a 240-lb canine juggernaut designed for those who view 1000X leverage not as a risk, but as a lifestyle. The project plans to back this ethos with holder-only trading competitions and a ‘Maxi Fund’ treasury to support liquidity.

Smart money is already positioning. On-chain data shows 2 whale wallets bought $314K, signaling high-conviction positioning from deep-pocketed investors.

$MAXI’s presale performance reflects this appetite for high-energy assets. It has already raised over $4.5M, with tokens currently priced at $0.0002802. To entice you further, it also offers staking rewards, currently around 68%.

For investors, $MAXI offers a dynamic staking model where rewards are planned to drop daily, keeping with the ‘gains’ theme. However, like any high-leverage environment, the risks are distinct. Regulatory shifts or a failure in community retention could stall momentum.

But for now, as Bitcoin builds strength, Maxi Doge ($MAXI) looks like the spotter ready to capitalize on the pump.

BUY YOUR $MAXI FROM THE OFFICIAL PRESALE PAGE

This article is not financial advice. Cryptocurrency markets are volatile and carry significant risk. Readers should conduct their own independent research and consult with financial professionals before making any investment decisions.

Schiff’s Revenge: Gold Bug Mocks Bitcoin’s Slump While HYPER Outpaces Traditional Safe Havens

周四, 02/05/2026 - 14:13
Quick Facts:
  • Peter Schiff is using Bitcoin’s price stagnation to promote gold, but he overlooks the massive infrastructure growth occurring on Bitcoin Layer 2s.
  • Bitcoin Hyper integrates the Solana Virtual Machine (SVM) to bring high-speed smart contracts to Bitcoin, fixing the utility issues critics often cite.
  • While spot Bitcoin chops, smart money has poured over $31M into the Hyper presale, with whales accumulating significant positions.

Peter Schiff is having a moment. Gold is flirting with all-time highs while Bitcoin struggles to hold critical support, giving the notorious gold bug ample room to post ‘I told you so,’ although not that directly.

His argument hasn’t changed since 2011: gold is real, while Bitcoin is, in his eyes, a speculative vehicle relying entirely on the ‘greater fool’ to keep spinning.

To be fair, the data gives him some ammo. Global tension and sticky inflation have sent institutional money running back to traditional shelters. Bitcoin’s volatility makes it an easy target for critics right now.

But staring at the daily chart misses the point. The real story isn’t the asset price of $BTC, it’s the massive infrastructure overhaul happening under the hood.

While Schiff takes victory laps, developers are fixing the utility gaps he loves to mock. The ‘pet rock’ thesis is crumbling as Layer 2s bring smart contracts to the chain.

This divergence, stagnant L1 price versus hyper-active L2 builds, suggests smart money is rotating toward utility. Leading the charge? Bitcoin Hyper ($HYPER), a project that has quietly outpaced traditional safe haven inflows by securing over $31M in early backing.

Solving The Utility Crisis With High-Speed SVM Integration

Critics (Schiff included) are right about one thing: Bitcoin is slow. A 10-minute block time kills most DeFi applications before they start. Bitcoin Hyper dismantles this argument by plugging the Solana Virtual Machine (SVM) directly into a Bitcoin Layer 2.

It creates a hybrid beast: Bitcoin’s security, Solana’s speed. We’re talking sub-second finality and negligible costs. It unlocks payments and complex DeFi protocols that simply couldn’t exist on Bitcoin before.

How? It uses a combo of zk-rollups, the SVM and a decentralized canonical bridge to bring speed, and programability to developers. It aims to solve the blockchain trilemma of old, taking $BTC from a store of value to an active participant in today’s crypto economy. Find out more in our ‘What is Bitcoin Hyper‘ guide.

It’s a similar scaling playbook that worked for Ethereum (but not the same approach/tech), finally coming to the market leader. Sophisticated actors aren’t waiting for spot $BTC to rebound; they’re betting on this convergence.

buy your $HYPER from its official PRESALE page

Smart Money Rotates Into The $31M Presale Phenomenon

While the broader market chops sideways, capital is flooding into the Bitcoin Hyper ecosystem. The numbers are hard to ignore: the official presale page reports raising over $31M. In a market riddled with uncertainty, that’s a serious flight to quality infrastructure.

Traders watching the on-chain flows will notice the shift. Data from Etherscan reveals whale wallets scooping large plays. The biggest single buy, $500K, hints that big players are positioning for an infrastructure boom while retail worries about candles.

The token, currently sitting at $0.0136751, offers an entry into a modular system where Bitcoin L1 settles, and the SVM L2 executes. But it’s also a yield play. Unlike Schiff’s gold (which just sits in a vault gathering dust), $HYPER offers high APY staking immediately after TGE, featuring a unique 7-day vesting structure for presale stakers.

The accumulation pattern looks distinct. It mirrors the early days of Stacks or Matic, smart money front-running a new ‘GDP’ for the Bitcoin network. By enabling developers to write in Rust and deploy dApps that settle on Bitcoin, the project creates intrinsic value that even a die-hard gold bug would struggle to dismiss.

JUMP INTO THE $HYPER PRESALE

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments, including presales and Layer 2 tokens, carry significant risks due to market volatility. Always conduct your own due diligence.

Bhutan Starts Selling Bitcoin Again: Arkham Flags $22.4 Million

周四, 02/05/2026 - 14:00

Bhutan has resumed sending Bitcoin from government-linked wallets to market venues, with blockchain intelligence platform Arkham flagging $22.4 million in outflows over the past week. The transfers add to a pattern Arkham says it has observed for months: periodic sales from a sovereign stash built through years of state-backed mining.

Bhutan’s Bitcoin Sales Hit The Market Again

Arkham said one of the larger movements in the recent batch appears to have been routed straight to trading infrastructure. “Bhutan has transferred $22.4M of Bitcoin out of their wallets in the past week to sell,” Arkham wrote on X. “Their transfer 5 days ago was sent directly to the labeled addresses of market maker QCP Capital.”

The firm framed the activity as episodic rather than a one-off liquidation. “From our observations, Bhutan periodically sells BTC in clips of around $50M, with a particularly heavy period of selling around mid-late September 2025,” Arkham said, suggesting a cadence of sales that can show up as discrete chunks of on-chain flow rather than a steady drip.

Bhutan’s Bitcoin positioning is unusual in that Arkham ties it to multi-year mining operations, not confiscations or open-market accumulation. “Bhutan has been mining Bitcoin since 2019, and has produced over $765M in BTC profit,” Arkham wrote, while estimating “Bhutan’s total energy cost of mining to be ~$120M.” Arkham added a caveat that the true cost basis could be lower: “In practice, this is likely lower, since Bhutan used hydroelectric power as a major source of electricity.”

The timing of mining activity also appears to track protocol economics. Arkham said Bhutan mined most of its Bitcoin before the April 2024 halving and then scaled back as production costs rose. “They mined most of their BTC before the halving in 2024, and tapered heavily after that,” Arkham wrote. “This is because the cost to mine a single Bitcoin roughly doubled, which made mining less efficient.”

Arkham described 2023 as the high-water mark for Bhutan’s mining output. “Bhutan’s heaviest mining year was 2023, when they produced around 8,200 BTC,” the firm said, adding that “at the time of their peak BTC holdings, they held over 13,000 BTC.”

Arkham’s estimated annual mining totals were approximately 2,500 BTC in 2021, 1,800 BTC in 2022, 8,200 BTC in 2023, and 3,000 BTC in 2024.

At press time, BTC traded at $71,174.

Bitcoin News: ETFs unter Druck – Rekordverluste für Anleger

周四, 02/05/2026 - 13:57

Der Kryptomarkt erlebt in dieser Woche eine seiner bisher härtesten Bewährungsproben seit der Einführung der US-Spot-ETFs. Nachdem Bitcoin über weite Strecken des vergangenen Jahres neue Höchststände markierte, löste ein massiver Kursrutsch eine Kettenreaktion aus, die insbesondere institutionelle Produkte hart trifft. Was monatelang als unaufhaltsamer Kurstreiber galt, wandelt sich derzeit zu einem Belastungsfaktor für das gesamte Marktgefüge. Während Kapital aus den Fonds abfließt, stellt sich für viele Marktteilnehmer die fundamentale Frage, wie belastbar die neue Anlegerbasis der Kryptowährung tatsächlich ist.

Aktuelle Daten verdeutlichen nun erstmals das präzise Ausmaß der finanziellen Schieflage, in der sich viele ETF-Investoren derzeit befinden.

Bitcoin-ETFs: Kursrutsch unter Einstandspreis erzwingt Umdenken

Die Dynamik am Markt hat sich drastisch verschlechtert, wobei die US-Bitcoin-ETFs das Zentrum des Sturms bilden. Ein entscheidender Indikator für die aktuelle Panik ist die sogenannte “Cost Basis”, also der durchschnittliche Kaufpreis der ETF-Anteile. Aktuelle Chartdaten von Bloomberg Intelligence zeigen, dass der Bitcoin-Preis mit rund 76.140 US-Dollar deutlich unter die Netto-Einstandskosten (Net Cost Basis) von 82.405 US-Dollar gefallen ist. Noch deutlicher wird die Diskrepanz bei der Brutto-Kostenbasis, die lediglich Käufe berücksichtigt und aktuell bei 83.655 US-Dollar liegt. Damit notiert die marktführende Kryptowährung signifikant unter dem Niveau, zu dem das Gros der institutionellen Gelder in den Markt geflossen ist.

Have seen a few charts out there with similar data (namely from @intangiblecoins & @biancoresearch), but here's my spin on the data. Bitcoin ETF holders in aggregate are sitting on their biggest losses since the ETFs launched in Jan 2024 thanks to Bitcoin's price collapse. pic.twitter.com/xFNkU7wOwX

— James Seyffart (@JSeyff) February 4, 2026

Dieser Umstand schlägt sich unmittelbar in der Profitabilität der Anleger nieder. Laut den vorliegenden Daten von Bloomberg Intelligence befinden sich die aggregierten Halter von Bitcoin-ETFs in der tiefsten Verlustzone seit dem Start der Produkte im Januar 2024. Der durchschnittliche nicht realisierte Verlust beläuft sich derzeit auf rund 7,31 Milliarden US-Dollar. Dies markiert einen dramatischen Wendepunkt im Vergleich zum Sommer 2025, als die Anleger zeitweise auf Buchgewinnen von über 80 Milliarden US-Dollar saßen.

Der Bloomberg-Analyst James Seyffart betont in diesem Zusammenhang, dass Bitcoin-ETF-Halter kollektiv mit den größten Verlusten seit der Lancierung konfrontiert sind, was den psychologischen Druck auf den Markt massiv erhöht.

Die aktuelle Korrektur wird eher als Belastungstest für die langfristige Überzeugung der ETF-Käufer interpretiert. Während der Bitcoin-Kurs im Oktober 2025 noch Spitzenwerte von über 120.000 US-Dollar erreichte, hat die jüngste Abwärtsbewegung die Euphorie nachhaltig gedämpft. Dennoch zeigen die Daten, dass trotz der Milliardenverluste bisher keine ungebremste Massenkapitulation stattgefunden hat. Analysten beobachten nun genau, ob die Netto-Kostenbasis von etwa 82.400 US-Dollar bei einer Erholung als massiver Widerstand fungieren wird, da viele Anleger dort versuchen könnten, ihre Positionen ohne Verlust glattzustellen.

Bitcoin-L2: Neue Narrative für 2026?

Die aktuelle Marktsituation verdeutlicht, dass die Abhängigkeit von institutionellen ETF-Zuflüssen eine neue Form der Volatilität in das Ökosystem gebracht hat, die viele Anleger vor Herausforderungen stellt. Während sich der Staub um die Rekordabflüsse legt, richtet sich der Blick vieler Marktteilnehmer bereits auf technologische Innovationen, die unabhängig von börsengehandelten Produkten einen intrinsischen Mehrwert für das Netzwerk schaffen könnten. Insbesondere das Segment der Bitcoin-Layer-2-Lösungen rückt dabei als potenzieller Katalysator für den nächsten Marktzyklus in den Fokus, da es die fundamentale Nützlichkeit der führenden Kryptowährung direkt erweitert.

In diesem dynamischen Umfeld generiert das Projekt Bitcoin Hyper derzeit eine beachtliche Aufmerksamkeit, da es eine technologische Lücke adressiert, die durch die reine Wertaufbewahrungsfunktion von Bitcoin bisher unbesetzt blieb. Das Projekt verfolgt das Ziel, die Effizienz und Skalierbarkeit des Netzwerks durch eine spezialisierte Layer-2-Struktur massiv zu erhöhen, um Bitcoin für eine breitere Palette von Anwendungen im Bereich der dezentralen Finanzen (DeFi) nutzbar zu machen.

Direkt zum Bitcoin Hyper Presale

Das Narrativ hinter Bitcoin Hyper ist eng mit dem Wunsch der Community verknüpft, die Dominanz von Bitcoin durch echte Nutzbarkeit zu untermauern, anstatt sich lediglich auf die Kursdynamik am Spotmarkt zu verlassen. Aktuell verzeichnet das Projekt ein deutliches Momentum, was sich in einer überdurchschnittlich hohen Nachfrage während der laufenden Finanzierungsphase widerspiegelt. Ein wesentlicher Treiber für das wachsende Interesse ist das integrierte Staking-Modell, das zum jetzigen Zeitpunkt eine jährliche Rendite (APY) von 38 Prozent in Aussicht stellt.

Im Vergleich zum breiten Marktdurchschnitt signalisiert dieser Wert eine starke Anziehungskraft für Investoren, die nach produktiven Renditemöglichkeiten innerhalb des Bitcoin-Ökosystems suchen. Durch die Kombination aus technischer Skalierung und ökonomischen Anreizen hebt sich Bitcoin Hyper von rein spekulativen Ansätzen ab und versucht, eine nachhaltige Infrastruktur für das Bitcoin-Netzwerk der Zukunft zu etablieren. Interessierte Beobachter haben derzeit die Möglichkeit, durch eine frühzeitige Teilnahme von den geplanten Preiserhöhungen innerhalb der Presale-Struktur zu profitieren, die zu Buchgewinnen führen können.

Direkt zum Bitcoin Hyper Presale

‘Keep Going’: Justin Sun Drives Massive TRX Buy-Up; Will MAXI Follow the Tron-Led Rally?

周四, 02/05/2026 - 13:52
Quick Facts:
  • Justin Sun’s ‘keep going’ strategy signals a forceful liquidity defense of $TRX, potentially stabilizing the broader altcoin market.
  • Historical market cycles suggest that capital stabilized in major Layer-1s often rotates into high-risk, high-reward meme assets.
  • Maxi Doge targets this capital rotation with a ‘Leverage King’ narrative and utility-driven trading competitions.

The crypto market is often dictated by subtle signals, but Justin Sun has never been one for subtlety.

When the Tron founder tweets ‘keep going’ regarding $TRX buy-backs, the market listens, not because of the sentiment, but because of the raw liquidity backing it. Recent on-chain movements suggest a coordinated effort to defend TRX price levels, effectively decoupling the asset from broader Bitcoin volatility.

This isn’t just about price support; it’s a display of treasury dominance designed to signal strength in an otherwise choppy altcoin environment.

For traders, the implication is stark: liquidity is being artificially deepened. If history is any guide, when major ecosystem leaders like Tron stabilize, risk appetite doesn’t disappear; it rotates.

The capital preservation seen in large-cap alts often serves as a prelude to capital deployment in higher-beta sectors. Sun’s aggressive defense of the peg creates a safety net. And safety nets? They encourage speculators to look further out on the risk curve.

Usually, the beneficiary of this rotation is the meme coin sector, where ‘smart money’ moves to maximize the leverage effect of their gains. As liquidity cycles out of stabilized Layer-1s, it hunts for fresh narratives with explosive upside potential.

One such contender emerging from the noise is Maxi Doge ($MAXI), a project that explicitly targets the high-leverage trading culture that thrives in these exact market conditions. While Sun plays defense, MAXI is playing offense.

Maxi Doge Builds A ‘Leverage King’ Culture For ROI Hunters

While Tron focuses on infrastructural dominance, Maxi Doge is carving out a niche by addressing the psychological engine of the crypto market: the retail trader’s desire for outsized returns.

Most meme coins rely solely on viral imagery, but MAXI integrates the ‘gym-bro’ culture of ‘never skipping leg day’ with the high-stakes mentality of 1000x leverage trading. The project positions itself as a 240-lb canine juggernaut, a direct metaphor for the conviction required to hold through market volatility.

But can it actually deliver? This narrative is backed by functional utility designed to retain capital. The project plans to introduce holder-only trading competitions with leaderboard rewards, gamifying the trading experience in a way that static meme tokens can’t.

By creating a competition, Maxi Doge solves the issue of community engagement that plagues (and kills) many ERC-20 tokens post-launch. The ‘Maxi Fund’ treasury further supports this ecosystem, providing the liquidity needed for partnerships and future platform integrations.

The synergy here is notable. As established chains like Tron provide the rails for transaction volume, tokens like Maxi Doge provide the speculative vehicle that retail traders actually want to drive. The project’s ethos, ‘lift, trade, repeat,’ mirrors the grind of the current bull market, appealing to traders who find traditional spot trading too slow.

LEARN MORE ABOUT THE $MAXI PRESALE

Whales Accumulate $618K As MAXI Presale Breaches $4.5M

Smart money rarely waits for a project to launch on centralized exchanges before taking a position. Etherscan data reveals that two high-net-worth wallets recently accumulated 618K in Maxi Doge, with individual purchases of $314K and $314K.

This institutional-grade buying pressure has pushed the total funds raised to over $4.5M. It shows whales are positioning themselves before the token hits the open market liquidity pools.

The current presale price of $0.0002802 offers a specific entry point that these large holders seemingly view as undervalued relative to the project’s roadmap. Beyond the buy pressure, the tokenomics incentivize long-term alignment through a dynamic staking APY (current rewards sit at 68%.)

By allocating a dedicated pool of supply for daily automatic smart contract distribution, Maxi Doge encourages investors to lock their tokens rather than flip them immediately. This reduces circulating supply at launch, a critical factor for price appreciation in the volatile days following a Token Generation Event (TGE).

GET YOUR GAINZ WITH $MAXI

The content provided in this article is for informational purposes only and does not constitute financial advice. Cryptocurrency markets are highly volatile and carry significant risk. Always conduct your own due diligence before making any investment decisions.

Bessent Draws a Line on Bitcoin Bailouts: Why Investors are Flocking to $SUBBD for Self-Sustaining Yield

周四, 02/05/2026 - 13:29
Quick Facts:
  • Treasury policies ruling out crypto bailouts are forcing investors to seek assets with self-sustaining revenue models.
  • Capital is moving toward the $85B creator economy, where blockchain can reduce fees and improve monetization efficiency.
  • SUBBD Token combines 20% staking APY with AI-driven tools, offering a hedge against market volatility through tangible product demand.
  • $SUBBD demonstrates strong early validation from investors seeking alternatives to speculative assets.

The era of implied safety nets for digital assets isn’t just closing; it never really opened.

Scott Bessent, the anticipated U.S. Treasury Secretary, has signaled that the federal government won’t extend bailouts to the cryptocurrency sector. This stance effectively removes the ‘moral hazard’ that has plagued traditional finance, serving notice that crypto markets must stand on their own merit, liquidity, and solvency.

This clarity lands at a pivotal moment. While Bitcoin ($BTC) continues to trade low, the broader altcoin market also faces a reckoning. Bessent’s ‘no bailout’ doctrine suggests that protocols relying on speculative leverage or obscure backing mechanisms will face unchecked liquidation risks during downturns.

The market is listening. Smart money is already rotating away from governance tokens with vague value accrual and toward assets backed by external revenue streams.

The takeaway? Survival now depends on self-sustaining economics. This shift in sentiment is driving capital toward sectors that generate cash flow independent of broader market volatility.

Specifically, the convergence of AI and the $85B creator economy has emerged as a primary flight-to-safety destination. Leading this charge is SUBBD Token ($SUBBD), a platform using Web3 architecture to ensure creators and investors capture value directly, bypassing the need for systemic support.

SUBBD Token Disrupts The $85B Creator Economy With AI Integration

Bessent’s philosophy favors assets that solve real-world inefficiencies over those relying on circular DeFi yield. SUBBD Token targets the content creation industry, a sector historically plagued by predatory intermediaries.

Traditional Web2 platforms often grab between 20% and 70% of creator earnings while retaining absolute control over account suspension. This centralization creates a fragile ecosystem where income can vanish overnight, a risk profile that aligns poorly with the strict market discipline the Treasury now advocates.

SUBBD addresses this by deploying an Ethereum-based (ERC-20) ecosystem that merges AI utility with decentralized payments. The platform democratizes advanced tools previously reserved for studio-level production.

Users will gain access to AI Personal Assistants for automated interactions, AI Voice Cloning, and tools for generating AI-exclusive content. That matters because it lowers the barrier to entry for creators while simultaneously slashing the fees they pay to platforms.

By using blockchain for transactions, SUBBD creates a transparent revenue model where earnings are settled instantly.

For investors, the utility argument is straightforward. The token isn’t merely a speculative vehicle; it’s the currency of a functional economy. $SUBBD is required for token-gated exclusive content, tipping, and NFT sales.

Plus, the platform introduces ‘HoneyHive’ governance, allowing token holders to vote on feature rollouts. In a market where the Treasury has ruled out rescuing failed projects, protocols like SUBBD (which anchor their value in the high-growth demand of the creator economy) offer a defensive play against regulatory indifference.

VISIT THE $SUBBD PRESALE TO BE PART OF THE DISRUPTION

Early Adopters Secure 20% Staking APY As Presale Crosses $1.47M

While headlines focus on regulatory shifts, on-chain data shows a distinct appetite for yield-bearing assets during the presale phase. SUBBD Token has raised over  $1.47M to date, signaling robust demand despite broader market uncertainty. The current entry price is set at $0.05749, positioning early participants at a potentially advantageous cost basis before the platform’s full public launch.

The project’s staking structure is designed to reward long-term conviction over short-term flipping, a crucial feature in a market stripped of government backstops. $SUBBD offers a fixed 20% APY for the first year to users who lock their tokens.

This high-yield incentive serves a dual purpose: it secures network stability during the critical bootstrapping phase and provides investors with predictable returns unrelated to Bitcoin’s price action. Beyond simple yield, stakers gain access to VIP benefits, including exclusive livestreams, daily ‘Behind The Scenes’ drops, and XP multipliers that enhance platform status.

What most coverage misses is the strategic importance of the ‘Platform Benefit Staking’ model that kicks in after the first year. Unlike inflationary farming tokens that print endless supply, SUBBD’s staking rewards evolve to offer tangible platform utility. Find out more in our ‘What is SUBBD Token‘ guide.

This transition from monetary inflation to utility-based rewards creates deflationary pressure on the circulating supply as the platform grows. With features like AI influencer creation already integrated, the project is positioning itself not just as a crypto asset but as infrastructure for the next generation of digital media.

GET YOUR $SUBBD HERE

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments carry high risks, including the potential loss of all invested capital. Always conduct independent research before participating in any presale.

Quid Pro Quo or Crypto? Congress Probes UAE Deal as LiquidChain Emerges as Secure Institutional Alternative

周四, 02/05/2026 - 13:03
Quick Facts:
  • Congress is probing World Liberty Financial over fears that foreign crypto investments could act as ‘quid pro quo’ for political influence.
  • The regulatory scrutiny highlights the risks of personality-driven DeFi projects compared to code-based infrastructure.
  • LiquidChain solves liquidity fragmentation by unifying $BTC, $ETH, and $SOL without the geopolitical risks associated with centralized deals.
  • Institutional interest is shifting toward technical interoperability solutions that offer verifiable settlement and sub-second finality.

High politics and decentralized finance just collided in Washington, and lawmakers aren’t happy.

A formal inquiry into potential conflicts of interest surrounding World Liberty Financial (WLFI) has triggered alarm bells across the sector. At the center of the storm sits a letter from Rep. Jamie Raskin (D-MD) and Rep. Robert Garcia (D-CA), probing whether foreign entities, specifically those connected to recent UAE dealings and investments from figures like Justin Sun, are using crypto projects as a vehicle for political influence.

It’s not just about blockchain mechanics; the concern focuses on the ‘quid pro quo’ potential of opaque financial structures. When a project is tied intrinsically to a political figurehead, large foreign investments raise national security questions: are these purchases of tokens, or purchases of access?

The probe highlights a critical vulnerability in personality-driven crypto ventures. If the underlying value proposition relies on connections rather than code, the project becomes a lightning rod for regulatory enforcement.

This scrutiny creates a vacuum in the institutional DeFi sector. While D.C. dissects the tangled web of WLFI’s foreign ties, the market is quietly shifting capital toward infrastructure-heavy alternatives that prioritize code over connections.

The volatility of politically exposed assets is driving smart money toward verifiable, tech-first solutions. That flight to quality is evident in the rising interest surrounding LiquidChain ($LIQUID), a Layer 3 protocol designed to solve fragmentation without the geopolitical baggage.

Escaping Geopolitical Risk Through LiquidChain’s Unified Layer

The congressional probe into World Liberty Financial exposes a fatal flaw in centralized, personality-centric DeFi: counterparty risk. When a protocol relies on opaque dealings with foreign sovereign wealth funds or controversial crypto tycoons, ‘decentralization’ becomes little more than a marketing slogan.

In contrast, LiquidChain is capitalizing on the market’s demand for a trustless execution environment. Rather than relying on boardroom deals to move liquidity, LiquidChain utilizes a Layer 3 architecture to fuse Bitcoin, Ethereum, and Solana into a single execution layer.

That distinction matters because institutions require certainty. They can’t allocate capital to platforms where the regulatory status hinges on the outcome of an election or a congressional hearing. LiquidChain’s ‘Deploy-Once’ architecture allows developers to build applications that access liquidity across all major chains simultaneously, removing the need for risky, fragmented bridges or politically sensitive partnerships.

By creating a Unified Liquidity Layer, the protocol offers the interoperability that WLFI promised, but delivers it through verifiable smart contracts rather than handshake deals in Dubai.

For the developer ecosystem, this represents a massive efficiency unlock. Instead of writing distinct code for the EVM (Ethereum) and SVM (Solana), LiquidChain’s Cross-Chain VM handles the translation.

As regulatory heat increases on projects like WLFI, infrastructure plays that solve the ‘wrapped asset risk’ problem. where assets are pegged and potentially manipulated, are becoming the preferred safe harbor for long-term capital.

EXPLORE LIQUIDCHAIN ON ITS PRESALE PAGE

$LIQUID Presale Gains Traction Amidst Regulatory Uncertainty

While headlines scream about subpoenas and congressional letters, on-chain data reveals a divergence in where retail and developer capital is actually flowing. The LiquidChain presale has quietly accelerated, with the project raising over $526K to date.

Unlike the hype-driven cycles of meme coins or political tokens, this capital injection suggests a methodical accumulation by investors betting on infrastructure over narrative.

At the current entry price of $0.0135, the market is pricing $LIQUID as an early-stage infrastructure bet. The tokenomics model positions $LIQUID not just as a governance token, but as the transaction fuel for the entire cross-chain environment. Every time a user swaps $SOL for $BTC or engages in DeFi activities across the unified layer, the protocol generates demand for the token.

This utility-driven demand contrasts sharply with the speculative nature of tokens currently under the congressional microscope. It’s easy to see why it could be one of the next crypto to explode.

The timing of this capital raise is notable. As investors rotate out of high-risk, politically sensitive assets, they’re seeking ‘picks and shovels’ plays, protocols that facilitate the industry’s growth regardless of which political party holds power.

With liquidity staking incentives encouraging long-term holding, LiquidChain is positioning itself to capture the volume that is fleeing from regulatory uncertainty.

BUY YOUR $LIQUID TODAY

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments carry high risk, including the potential loss of principal. Always perform your own due diligence.

Bitcoin à 70 000 $ : quand s’arrêtera la chute du BTC ?

周四, 02/05/2026 - 13:00

Le bitcoin continue de glisser, lentement mais sûrement, vers la zone symbolique des 70 000 dollars. Après plusieurs tentatives de stabilisation avortées, le marché semble désormais confronté à une réalité plus inconfortable : l’essoufflement de la demande. Derrière la baisse des prix, les signaux on-chain racontent une histoire plus profonde.

Bitcoin continue sa chute et s’approche des 70 000 $

Depuis plusieurs semaines, le BTC évolue dans une dynamique clairement défavorable. Les rebonds existent, mais ils manquent de suivi. Chaque tentative de reprise est rapidement vendue, traduisant moins une panique qu’une absence de conviction. C’est précisément ce que soulignent les dernières données on-chain.

Les indicateurs de CryptoQuant montrent un marché entré en mode bear structurel. Le Bull Score Index est tombé à zéro, un niveau rarement observé hors des phases de marché franchement baissières. Contrairement à une simple correction technique, la participation elle-même se contracte. Les volumes spot restent faibles et la liquidité se resserre progressivement.

Le retournement des flux institutionnels pèse lourd dans l’équation. Les ETF Bitcoin spot américains, moteurs majeurs de la demande en 2025, sont désormais vendeurs nets. Ce basculement crée un déficit de demande mesuré en dizaines de milliers de BTC sur un an. Le signal est d’autant plus préoccupant que la prime Coinbase reste négative, suggérant un désengagement persistant des investisseurs américains.

Même le marché des stablecoins envoie un message clair. La capitalisation de l’USDT recule pour la première fois depuis 2023, indiquant que l’argent frais ne rentre plus dans l’écosystème au même rythme. Historiquement, sans expansion monétaire ou afflux de stablecoins, les phases haussières ont du mal à se construire.

Techniquement, le tableau reste fragile. Le bitcoin évolue sous sa moyenne mobile à 365 jours et les zones de valorisation on-chain convergent vers un support majeur compris entre 70 000 et 60 000 dollars. Une zone qui pourrait attirer des acheteurs, mais seulement si le contexte s’y prête.

Quand prendra fin le mouvement baissier sur BTC ?

La question n’est pas tant de savoir si le bitcoin peut rebondir, mais dans quelles conditions un plancher durable peut se former. À court terme, les éléments manquent. Le marché reste dépendant d’un facteur clé : la liquidité globale.

Sur le plan macroéconomique, les attentes sont claires. Les marchés de prédiction anticipent majoritairement un statu quo de la Réserve fédérale lors de la réunion d’avril, avec peu d’espoir de baisse de taux avant juin. Cette absence de catalyseur monétaire limite l’appétit pour les actifs à risque, bitcoin compris.

Le contexte politique ajoute une couche d’incertitude. Les déclarations récentes de Donald Trump sur la politique monétaire et son futur président de la Fed brouillent la lecture du calendrier. Les investisseurs hésitent à anticiper un assouplissement rapide, préférant rester en retrait.

Dans ce cadre, le bitcoin se comporte de plus en plus comme un actif technologique à fort bêta, sensible aux tensions sur les marchés actions. Tant que cette corrélation persiste, chaque pression sur les valeurs tech se répercute mécaniquement sur le BTC.

Cela ne signifie pas pour autant une capitulation imminente. Les données Glassnode montrent davantage un vide de demande qu’un excès de vente. En clair, le marché ne panique pas, il s’absente. Ce type de configuration peut précéder une phase d’accumulation lente, surtout si les prix s’enfoncent vers des zones de valeur long terme.

La fin du mouvement baissier dépendra donc moins d’un signal technique isolé que d’un retour progressif de la liquidité et de la confiance. De son côté, Bitcoin Hyper est un layer-2 de Bitcoin en prévente qui parvient à attirer des millions de $ en seulement quelques semaines.

Crypto Custody Rules Take Shape As Canada’s Investment Watchdog Acts

周四, 02/05/2026 - 13:00

Canada’s main investment watchdog has moved quickly to set new rules for how crypto held on trading sites must be kept and overseen.

Reports say the Canadian Investment Regulatory Organization (CIRO) published an interim Digital Asset Custody Framework this week, putting clear limits and checks on where client crypto can be stored and who can hold it.

Crypto Custody Comes With A 4-Tier Test

According to CIRO’s notice, custodians will be sorted into four tiers based on capital, insurance, and operational safeguards.

Tier 1 and Tier 2 providers that meet higher standards may hold up to 100% of a Dealer Member’s client crypto, while Tier 3 custodians face a lower ceiling and Tier 4 is capped at 40%.

Dealer Members that choose to keep assets themselves are limited to holding 20% of client assets under strict conditions. This tiered system is meant to force platforms to spread risk and avoid overexposure to weaker custodians.

Strengthened Controls And Reporting Rules

Reports note the guidance puts new demands on governance, cyber security, insurance, third-party risk checks and audit oversight. Custody agreements must be clear about who is responsible if assets are lost or stolen.

CIRO says the measures are temporary but binding, applied through membership conditions so they take effect right away while longer-term rules are prepared.

The move reflects a push to prevent repeat failures that left investors out of pocket in past Canadian crypto collapses.

What This Means For Platforms And Clients

Smaller platforms that relied on cheap or lightly regulated custody arrangements will now face a choice: upgrade their links to higher tier custodians or scale back how much they hold in-house.

That will cost money. It will also force more active oversight from regulators because compliance documents and proof of insurance will be part of what CIRO reviews.

Some platforms may consolidate custody with larger firms; others may change business models to keep trading services running.

Custody Caps Aim To Limit Concentration Risk

The limits on concentration are straightforward. They are meant to stop a single weak custodian from holding a huge slice of client assets across many platforms.

Reports say CIRO is applying the rules immediately, using membership terms to ensure fast effect while regulators build a fuller rulebook.

That means firms operating crypto-asset trading platforms should expect CIRO to ask for documents and proof of adherence in short order.

Featured image from Unsplash, chart from TradingView

Cost-Averaging SPX6900 Crushed the HODLers – Here’s the Next Play for the 2026 Supercycle

周四, 02/05/2026 - 12:51

Wednesday 5 February 2026 – Right now, there’s no better strategy for meme coins in a down market than the one SPX6900 (SPX) has shown with cost-averaging.

Since January 22, a popular meme coin investor has proven that consistent purchases have resulted in a lower drawdown compared to holding the token from then to now. But it takes a special kind of token like SPX to make that work, and Maxi Doge (MAXI) is the next one proving it’s cut from the same cloth.

Maxi Doge is channeling that same memetic, belief-driven energy, staying true to the essence of meme coins. It’s all about being detached from the data and numbers that do nothing but miss the point of what a meme coin is all about.

With the 2026 meme coin supercycle just waiting for the right spark, cost-averaging MAXI at presale could be the smartest play before it takes off.

Right now, MAXI is available for just $0.0002802 per token, but only for the next 13 hours before the price rises in the next round.

DCA Worked for SPX – Now It Could Work for MAXI Too

A meme coin investor going by the handle Maddox on X recently shared a series of transactions that showcase his dollar-cost averaging strategy in SPX.

His first purchase dates back to January 22, when he bought 1,000 USDT worth of SPX at a price of $0.4540, acquiring 2,204.8 SPX tokens.

By his most recent buy on Tuesday, Maddox had made 13 total purchases, amounting to 13,014.07 USDT. With SPX now priced at $0.3104, the value of his portfolio is currently 11,239.74 USDT, reflecting a loss of 1,774.34 USDT or approximately 13.6%.

 

https://twitter.com/maddox00000/status/2018480869498069480

When comparing this to a single, lump-sum investment of $13,000, the drop would be much steeper, leaving a portfolio valued at just 9,029.8 USDT, or a 30.54% loss.

What this highlights is the power of a DCA strategy, especially in a down market like the current meme coin dip, where the market cap sits at only $37 billion. By averaging in over time, losses can be mitigated, and the waiting period for the next supercycle won’t feel as painful or close to tapping out.

However, DCA isn’t a one-size-fits-all strategy for meme coins. According to Maddox, it’s best suited for tokens with a unique set of qualities: “a mix of intuition, synchronicities, collective emotional alignment, and the most heart-warming human connections you’ve ever experienced…” He continues, “…it inspires consistency, discipline, virtue, and creativity in you that you never thought you had.”

In other words, Maddox believes the token should feel incredibly meaningful, sparking positive changes in your life in ways you didn’t expect.

And while it’s still in presale, Maxi Doge appears to fit this description perfectly. An alpha version of Dogecoin (DOGE), driven by the simple credo of getting to the top by any means necessary, Maxi Doge is made for the crypto bros who share that same relentless drive to stay ahead of the game.

Why MAXI is Cut From the Same Cloth as SPX

The reason Maxi Doge belongs in the same conversation as SPX is not because of the numbers, but because of what it represents: a belief system. It’s not about getting bogged down in data and proof; it’s about being part of something bigger.

As Maddox put it, with SPX, “You no longer need any numerical proof, evidence, or data. You just know.” That’s the same type of belief echoed by Murad Mahmudov, another key meme coin advocate, who sees community as the driving force behind future trillion-dollar assets. He’s even stated that the next big thing won’t be built on cash flow or fundamentals, but on belief.

 

https://twitter.com/MustStopMurad/status/1952377622333112647

This takes us back to the essence of Dogecoin in its early days, when it was created as a mockery of the fundamentalism surrounding BTC. Yet, the collective belief in that joke transformed it into the multi-billion-dollar asset we know today.

Now, think of Maxi Doge as the modern meme coin version of SPX, wearing the OG’s skin but amplified 1,000x. It’s the next-level version of DOGE that resonates with crypto bros who are all about being the underdog, improving every day, and staying relentless in the pursuit of success.

If that doesn’t spark a fire of determination in your bones, then MAXI – or even SPX – might not be for you.

Sure, the comical image of a muscular Kabosu, hyped up on Red Bull, is still there. But that’s part of staying true to what a meme coin is all about, i.e., detachment from the seriousness of crypto and the reminder that it shouldn’t be taken too seriously.

https://twitter.com/MaxiDoge_/status/2018384401936077154

It’s a meme coin, after all but it’s one that you can DCA into at presale, setting yourself up for a meaningful impact when it lists.

How to Get Ahead in the Maxi Doge Presale

As mentioned, there are only 13 hours left to buy MAXI at its current price of $0.0002802 per token. To join, visit the Maxi Doge Token presale site and connect your wallet of choice, such as Best Wallet, rated as the best crypto wallet in the industry.

You can purchase with ETH, BNB, USDT, or USDC – or pay directly with a bank card. Best Wallet is available on Google Play and the Apple App Store.

Newly bought MAXI tokens can earn a dynamic APY of 68% through the project’s staking pool.

Maxi Doge’s smart contract has been thoroughly audited by Coinsult and SOLIDProof, guaranteeing zero errors in its code.

Be part of the Maxi Doge community by joining the degens on X and Telegram

Visit Maxi Doge Token.

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