Zoltan Vardai

Bitcoin briefly topped $94,000 following Strategy’s largest investment since July, but investor risk appetite remained muted even after the widely expected US interest rate cut.

Crypto investor demand for memecoins remains at lows not seen since 2024, despite a growing speculative appetite that has boosted TradFi leveraged ETFs to a record $239 billion.

In comments Thursday, SEC Chair Paul Atkins doubled down on his vision for tokenized US financial markets and onchain settlement.

Bitcoin treasury adoption slowed during the fourth quarter, but the biggest companies continued to accumulate, with public companies holding over 4.7% of the total Bitcoin supply.

About 30% of the initial PEPE supply was bundled under the same entity, which sold $2 million worth of tokens the day after launch, according to Bubblemaps.

Silk Road-linked wallets still hold about $38.4 million worth of BTC, with millions potentially sitting in other unseized wallets.

Crypto is at a mainstream tipping point due to the emergence of regulated investment products, according to Matt Huang of Paradigm.

Rising retail participation incentivizes data-driven, “elite” traders to use “information asymmetry” and spreads caused by casual investors seeking a quick buck, 10x said.

JP Mullin urged OM token holders to withdraw from OKX, alleging the exchange had not communicated with Mantra about the incoming token migration, resulting in inaccurate dates.

Prediction markets offer traders more upside than holding the underlying spot crypto, but AI bots and accounts with a 100% win rate raise suspicions of insider trading.

The largest corporate Ether holder continues to buy the dip, as the industry’s most profitable traders continue to bet millions on ETH’s short-term decline.

Legal experts are concerned that transforming ESMA into the “European SEC” may hinder the licensing of crypto and fintech in the region.

Coinbase predicts a December recovery driven by rising global M2 liquidity and lower interest rates, but Fed Chair Powell’s remarks may limit upside, analysts say.

Corporate Ether acquisitions declined 81% in the past three months, but the largest corporate ETH holders continued to scoop up billions of dollars in Ether.

Cantor Fitzgerald slashed its Strategy price target, but remains bullish on the stock despite fears over potential exclusion by the MSCI Index and forced liquidation concerns, the FT said.

The European Commission plans to expand ESMA oversight of MiCA crypto companies and trading venues, aiming to streamline EU markets and narrow the gap with the US.

Analysts called the Chainlink ETF’s debut a “solid” launch, but the development has yet to attract enough liquidity to reverse the LINK token’s 39% decline over the past year.

Corporate Ether acquisitions continue to decline, leaving the world’s largest corporate ETH holder to scoop up billions in Ether, aiming to amass 5% of the total supply.

Bitcoin settled $6.9 trillion in the past 90 days as a growing alternative to traditional settlement networks, but its global merchant adoption remains only a fraction of the international giants.

Bitcoin traders are facing the most pressure of this cycle in terms of unrealized losses, but analysts argue that ETFs only accounted for a maximum of 3% the recent selling pressure.

Bank of America’s wealthiest clients will gain access to Bitcoin ETFs, while its network of over 15,000 wealth advisers can recommend crypto exposure for the first time, Yahoo reported.

Grayscale said Bitcoin’s 2025 sell-off looks like a local bottom, not a new cycle peak, with Fed policy and US crypto bills key for 2026.

Bitcoin recovered after four consecutive weeks in the red, surpassing the key $89,600 flow-weighted cost basis of Bitcoin ETF holders, the most significant cohort driving BTC inflows.

Despite the market downturn and some OG investors selling, the biggest Ether whales continue their steady accumulation, while Ether ETF buyer sentiment continues to improve.

The crypto industry rushed to the aid of Hong Kong residents who suffered the city’s most devastating fire in 80 years, claiming the lives of at least 128 people.

BlackRock Bitcoin ETF investors are back in profit, in a promising sign of a December market recovery from the cohort that drove much of Bitcoin’s rise to all-time highs in 2025.

ARK Invest expects another $300 billion in liquidity to return after the government shutdown, a development that may alleviate the “liquidity squeeze” affecting crypto and AI valuations.

Strategy said it has a 70-year dividend runway even after Bitcoin’s slide, rolling out a new credit rating metric to ease fears over DAT liquidation risks.

The Trump family-backed WLFI purchased nearly $8 million worth of tokens, aiming to mitigate the downtrend of the token by artificially reducing the outstanding supply.

Bubblemaps shared blockchain data indicating that team-related wallets had purchased 30% of the token supply, but Edel’s co-founder said the acquisition was part of its token rollout plans.