源聚合
Хакеры вымогали у российских рыбаков биткоины
Рауль Пал назвал причину падения биткоин-рынка
Ки Янг Джу составил прогноз курса биткоина на ближайшее время
Основателя крупнейшей российской компании-майнера Bitriver отправили под арест
With Bitcoin Below $80K, ARK Reframes The Narrative Around Gold
Bitcoin slid again, and big-name bulls are talking. According to ARK Invest’s team, the pullback after a rapid run is part of a wider picture that mixes gold, money supply measures, and investor flow. Markets are messy now. That does not mean long-term stories are dead.
Cathie Wood’s Long ViewBased on reports, Cathie Wood has kept a public, steady bet on crypto for years, buying assets and shares in firms tied to digital tokens when prices were far lower. Her company took early positions in exchange operators and fintech companies that provide crypto access.
Reports note ARK’s valuation work and scenarios that place Bitcoin far above current prices by 2030 under certain adoption assumptions. Those forecasts are not promises. They are models with many moving parts.
Also important to note is that the correlation between the bitcoin and gold prices has been 0.14 since early 2020, and that the gold price led the last two significant bull moves in the bitcoin price in the last two major cycles. https://t.co/kxZEHhbBVJ
— Cathie Wood (@CathieDWood) January 31, 2026
Gold And The Debasement TradeReports say ARK’s research director compared gold’s market value to the US M2 money supply and found readings at a level not seen since the 1930s and around the same era as 1980.
That kind of extreme has historically preceded a big reversal in gold’s price. Some traders remember a 60% drop after the 1980 peak. Those are facts that deserve a second look. They do not translate directly into a prediction for Bitcoin, though.
Bitcoin and gold do not always move together. Based on reports, the historic correlation has been low — about 0.14 since early 2020. That number means daily price moves rarely sync up.
Yet, in past major rallies, gold’s gains were followed by a strong leg for Bitcoin. This time, the sequence stalled. Precious metals spiked and then pulled back sharply, but capital did not flow into crypto the way some expected. That raises questions about who is moving money and why.
Market Moves And What To Watch NextBitcoin fell to $78,150 at the time this report was made. The top crypto asset hit a level many traders watch closely after a flash crash last October. It is now more than 35% under the peak it reached on Oct. 6, 2025, and volatility is high.
Different Roles, Different Clocks: ARK’s View On Bitcoin And GoldOverall, ARK’s stance remains consistent. Reports show the firm still views Bitcoin as a long-term asset tied to adoption and network growth, even during sharp drawdowns.
Gold, in contrast, is being watched for signs of exhaustion after an extreme run tied to money supply fears. In ARK’s view, the two assets play different roles, move on different clocks, and should not be judged by short-term price action alone.
Featured image from Unsplash, chart from TradingView
Фридрих Мерц призвал побыстрее запустить цифровой евро
Bitcoin’s $2.5B Liquidation Shock Puts Michael Saylor’s Strategy Under The Microscope
Bitcoin’s sudden break below $80,000 in the past 24 hours has led to one of the most violent liquidation events in crypto history. Traders digest the fallout from this crash, but there is much attention on large institutional holders, particularly Michael Saylor’s Strategy, whose massive Bitcoin position is now trading uncomfortably close to its average acquisition cost.
Why This Bitcoin Crash Turned Brutal So QuicklyThe entire crypto industry is currently witnessing one of its most brutal crashes in history, led by Bitcoin and Ethereum. Notably, about $2.51 billion in leveraged positions were wiped out in a single session, placing this event among the 10 largest liquidation cascades the crypto market has ever recorded. For context, the Covid-era crash liquidated about $1.2 billion and the FTX collapse led to around $1.6 billion in liquidations.
Crypto Liquidation History. Source: @AshCrypto On X
According to Arkham Intelligence, large entities aggressively moved Bitcoin onto exchanges in the hours surrounding the crash. Kraken alone dumped about 17,030 BTC into the market, Binance followed with about 12,147 BTC, and Coinbase added another 9,093 BTC. Wintermute, a major market maker, dumped 3,491 BTC, while wallets labeled as Trump Insider and Bybit dumped 2,543 BTC and 2,471 BTC, respectively.
Together, these transfers contributed to a streak of liquidations as positions that saw Bitcoin lose the $80,000 price level without much resistance.
Bitcoin’s Notable Outflows. Source: Arkham Intelligence
Strategy’s Bitcoin Chest And Where It Stands NowAs one of the largest corporate holders of Bitcoin, Strategy has felt the impact of the recent crash more directly than most, leaving its Bitcoin position hovering just above loss territory.
The company currently holds 712,647 BTC, valued at $55.72 billion based on current price levels. Those holdings were accumulated at an average price of $76,037 per Bitcoin, putting Strategy only about 1.8% above breakeven following the sell-off.
The margin for error has narrowed massively, but the holdings are still technically in profit for now. To put this in context, Strategy’s stash was worth about $81 billion when Bitcoin peaked around $126,000, despite the company holding about 70,000 fewer BTC at the time.
It has now been 2,000 days since Strategy formally adopted the Bitcoin Standard. That decision has progressively connected the company’s financial performance to Bitcoin’s price action.
At the time of writing, Bitcoin is trading around $78,500. A further decline of 3% from current levels would be enough to push Strategy’s Bitcoin position into the red on paper and change the narrative from unrealized gains to unrealized losses. In that scenario, the company may soon find itself defending its Bitcoin strategy in a bearish environment.
Featured image from Unsplash, chart from TradingView
Strategy’s Bitcoin Cost Basis In Focus As Price Hovers Around $76K
In an interesting turn of events over the weekend, Bitcoin saw an abrupt liquidity cascade, with its price tumbling to as low as $76,000. Barely recovered from their weekday losses, BTC investors must be feeling hard done by, as rare weekend volatility sent them further down.
One of these investors would be Michael Saylor, whose firm, Strategy, was briefly underwater following Bitcoin’s latest price decline. The company’s Bitcoin holdings average cost basis of around $76,000 was tested as record-level liquidations rocked the crypto market.
Strategy’s BTC Holdings On The Verge Of Unrealized LossesOver the past few months, the price of Bitcoin has struggled to stay above critical levels, including the 360-day moving average and the short-term holders (STH) realized price. Interestingly, the premier cryptocurrency added another cost basis level to this growing list during its latest price decline.
Strategy, the largest corporate Bitcoin holder, briefly went into the red after BTC price crashed below its holdings’ cost basis at around $76,000. The company, which currently holds more than 712,000 BTC, has had its struggles in recent months, with its stock price (now at $143) tumbling from local highs of $455.
While the Bitcoin price is now about 2.5% above this Strategy’s average cost basis, there is still a real threat to the premier cryptocurrency. In a case where BTC falls and holds below this level, the Bitcoin treasury company would be sitting on a massive unrealized loss, which could lead to further downturn in market confidence.
Over the past years, there have been no indications that Strategy would offload its Bitcoin holdings should they fall into unrealized losses. Interestingly, Strategy’s chairman and founder, Michael Saylor, posted on the X platform in relation to the downturn, saying the firm is “built for the long run.”
However, there might be a much bigger dynamic at play, especially as sustained trading below their average cost basis could invite scrutiny to the company’s Bitcoin accumulation strategy.
Bitcoin Price Bottom Might Take Months To FormJulio Moreno, CryptoQuant’s head of research, warned investors to stop searching for bottoms after a new leg down. According to the on-chain expert, the latest Bitcoin decline to below $76,000 is not a bull market correction, as the bear phase started as far back as last November.
Moreno wrote in a post on X:
The indicators that help find bottoms in a bull market are of no use currently.
As of this writing, the price of BTC stands at around $78,070, reflecting an over 6% decline in the past 24 hours. According to data from CoinGecko data, the premier cryptocurrency is down by about 12% on the weekly timeframe.
Питер Шифф попытался расплатиться в Сальвадоре биткоинами
Блогерша назвалась девушкой Джастина Сана и обвинила его в манипуляциях с TRX
Правоохранители задержали создателя пирамиды Polyfarm
Trump-Linked Crypto Firm Gets $500 Million Boost From UAE: Report
A US-linked crypto startup received a major foreign cash injection this week, stirring questions in Washington about money, access, and transparency.
Reports say a UAE-backed investor paid roughly $500 million for nearly half of the company, a deal that was not widely known when it closed.
UAE Money Enters A Trump-Linked Crypto FirmAccording to multiple reports, Aryam Investment 1 agreed to buy a 49% stake in World Liberty Financial for $500 million. Part of that sum — about $187 million — was paid up front to entities connected to US President Donald Trump and other founders.
Executives tied to a major Abu Dhabi tech group were named to the company’s board after the purchase, giving the new backer direct influence over governance.
The transfer was signed in January 2025, just days before a major political transition in the US, and it drew immediate attention because of who the company is linked to.
Trump & Crypto: High-Level UAE TiesReports note the investment can be traced to figures close to Sheikh Tahnoon bin Zayed Al Nahyan, a powerful Abu Dhabi official whose interests include technology and national security.
That connection has sharpened scrutiny. Lawmakers and watchdogs say such stakes raise hard questions about foreign influence when an entity tied to a sitting US President is involved.
Some of the transactions and token purchases connected to the project were disclosed later than critics would prefer, which has fed calls for clearer filings and faster public notice.
Political Questions And OversightThe deal also ties into earlier moves by UAE-linked funds to buy the project’s tokens and promote a stablecoin tied to the company’s ecosystem.
Reports say those earlier investments helped build momentum for the platform, and that a separate, large investment linked to the stablecoin involved Binance and other partners.
Critics argue a big foreign stake in a crypto firm with presidential ties creates both optics and policy concerns, especially as Congress debates tighter rules for stablecoins and foreign investments.
Some members of Congress have asked regulators to examine whether rules on disclosure or foreign influence were sidestepped.
Mixed ReactionsInvestors responded with mixed signals. Some welcomed increased funding and new board expertise. Others worried that questions about ownership and governance could undercut confidence in the token and related products.
Important details about the buyer’s full ownership structure remain unclear in public filings. Reports say that transparency gaps are central to why oversight officials are asking for more documents and briefings.
Featured image from Pexels, chart from TradingView
Компании с крипторезервами биткоина и эфира начали терпеть убытки
ЕС пригрозил судом 12 странам за несоблюдение правил налогообложения криптовалют
Here’s Why Bitcoin And The Crypto Market Are Crashing This Weekend — Details
Bitcoin and the general cryptocurrency market have continued their struggles, as prices took a nosedive this weekend. On Friday, January 31, it seemed like the crypto market was gearing for another slow-action weekend as prices somewhat steadied after Thursday’s bloodbath.
However, the market has completely gone against the trend this weekend, with Bitcoin and the other large-cap digital assets falling by almost double digits on Saturday. Here is a look at the factors behind this steep decline and the immediate outlook for crypto prices.
Why Bitcoin And Crypto Prices Dropped This WeekendFollowing Bitcoin’s initial descent to $81,000, different reasons, ranging from geopolitical tensions to the FOMC’s decision to keep the interest rates unchanged, swirled around. However, the continuous decline of prices, even during the typically sluggish weekend, suggests that other factors are at play.
In a new post on the social media platform X, prominent financial markets commentator The Kobeissi Letter weighed in on the possible reasons behind the market-wide downturn in recent days. According to the report, a look at the crypto flow data would shed more light on this market conundrum.
According to The Kobeissi Letter, the recent price decline witnessed by the world’s largest cryptocurrency by market capitalization is completely a liquidity situation. As shown in the highlighted chart, Bitcoin has witnessed three well-defined liquidation waves, summing up to over $1.3 billion over the past day.
The financial markets commentator also mentioned that the crypto market liquidity has been choppy at best lately. However, sustained levels of extreme leverage in the Bitcoin market have caused the formation of “air pockets” in price.
The Kobeissi Letter added:
Couple this with herd-like sentiment, constantly shifting from extreme bullishness to extreme bearishness, and the swings become even more aggressive.
Unsurprisingly, the market-wide price correction saw the market hit with one of the largest liquidation events in crypto history. Market data shows that about $2.5 billion worth of levered longs have been liquidated in the digital asset market over the past 24 hours, the 10th-largest crypto liquidation event ever.
More notably, over $1 billion worth of levered long positions were forcibly closed within 5 minutes, as the Bitcoin price fell to around $76,000 on Saturday.
Total Crypto Market Cap Down By 7%As of this writing, the total cryptocurrency market capitalization stands at around $2.725 trillion, reflecting a nearly 7% dip in the past 24 hours.
Член правящей семьи ОАЭ купил половину криптокомпании Трампа — WSJ
Bitcoin Active Addresses Fall To 2020 Lows Following $83,000 Failure — What To Expect
The Bitcoin market has seen a horrific tale over the week, with the price recording a downturn of more than 12%. As the flagship cryptocurrency tests its $77,000 price support, data from recent on-chain analysis has been put out, which suggests that investors might have more concerns in the near-term.
Network Activity Collapses To 2020 Lows Despite Relatively Higher PricesIn a recent QuickTake post on the CryptoQuant platform, market analyst CryptoOnchain hypothesizes that the Bitcoin price currently stands very little chance of recuperating. On the contrary, the analyst implies that the flagship cryptocurrency could endure a sustained downturn, especially considering other on-chain conditions.
The market quant’s post revolves around the Bitcoin Active Addresses metric, which reveals how much network activity is ongoing within the Bitcoin market by measuring the amount of unique wallet addresses that are either sending or receiving BTC, over a period of time (in this case, over the past seven days).
According to CryptoOnchain, the active addresses count recently fell to 720,000, marking the lowest levels seen since April 2020. For context, the active addresses were as high as 1.126 million as of November 2024. Hence, the 36% contraction from the November 2024 peak to current readings reflects a significant reduction in on-chain activity.
From the chart shared by the analyst, it is apparent that network participation among retailers significantly declined in the latter half of 2025 and reached 2020 lows early in 2026. Notably, the current downtrend in network activity comes with a growing divergence. CryptoOnchain points out that the Bitcoin price still retains levels significantly higher than those seen in April 2020. But the network usage is still at that low level, reflecting a schism between network activity and price action.
The analyst concludes that this is a sign of insufficient support (i.e organic demand) from network users. In this case, losing the $83,000 support may have been a fatal blow for the Bitcoin price. The analyst explains that this worsened the risk of further downward movement, as Bitcoin’s growth was already without underlying network support.
For any recovery attempts to hold, and not end in “bull traps”, there has to be a reversal in the relative inactivity within the Bitcoin network currently unfolding. Better still, CryptoOnchain prescribes the “renewed influx of users on-chain” for a sustainable upside move to gain feasibility.
BTC Price OverviewAs of this writing, Bitcoin is worth about $78,743, with CoinMarketCap data reflecting a 6.39% loss over the past 24 hours.
Хакеры взломали Step Finance и вывели SOL на $27 млн
Мошенник украл $12,4 млн благодаря успешной микротранзакции
OKX CEO Criticizes Binance Over October 10 Market Crash – Details
OKX CEO Star Xu has publicly accused Binance of being central to the October 10 crypto market crash that wiped out tens of billions of dollars, causing damage that many described exceeded the fallout from the FTX collapse in 2022.
Star Xu: Binance USDe Marketing Responsible For October 10 CrashIn a detailed statement on X, Star Xu said the October 10 sell-off was not a complex or mysterious market event, but the direct result of “irresponsible marketing campaigns,” which now appears to have fundamentally altered crypto market microstructure. On this particular day, Bitcoin experienced a 16.5% flash crash, falling from $121,000 to $101,000. According to Xu, the trigger for such a negative event was Binance’s temporary user-acquisition campaign offering up to 12% APY on USDe, while allowing the asset to be used as collateral on the same footing as USDT and USDC, with insufficient limits. Xu explained that USDe is not a conventional stablecoin but rather a “tokenized hedge fund product,” issued by Ethena, where user capital is deployed into index arbitrage and algorithmic trading strategies before being tokenized. He argued that this design embeds hedge-fund-level risk into an asset that was presented to users as functionally equivalent to low-risk stablecoins.
Notably, users were encouraged to convert USDT and USDC into USDe for yield. But market risk escalated when traders started using this USDe as collateral to borrow more USDT to convert it again into USDe, and repeat the cycle. This leverage loop resulted in outrageous APYs of 24%, 36%, and even over 70%, which many users perceived as low risk simply because they were offered on a major exchange such as Binance. However, a surge in market volatility would cause the USDe to depeg rapidly, triggering massive waves of liquidations. Xu said weak risk management around assets like WETH and BNSOL amplified the shock, resulting in some tokens briefly trading near zero. While insisting he was not assigning blame, Xu emphasized the need for industry leaders such as Binance to prioritize transparency, stronger risk controls, and responsible innovation, warning that short-term yield games undermine long-term trust.
CZ Fires BackNotably, Binance co-founder and former CEO Changpeng Zhao (CZ) has pushed back on Xu’s narrative. Speaking in a Binance Square AMA on January 31, 2026, CZ said the October 10 sell-off was due to tariff-related macroeconomic news, not to Binance system failures or deliberate actions.
CZ argued that given Bitcoin’s sheer market scale and liquidity, it would be extremely difficult for any single entity to influence prices simply by “dumping.” Binance’s internal post-incident review did reveal technical irregularities that occurred on the day, including temporary transfer or UI display issues and deviations in certain indices, but CZ denied that these played a causal role in the crash.
Managing Partner at Dragonfly, Haseeb, also countered Star Xu’s accusations, stating that the timing of the USDe depegging, which occurred after Bitcoin already bottomed, as well as the isolation of this event on the Binance exchange, offered a strong opposition to such claims.
