What's happening: Bitcoin ETF Custody Concentrates Power, Raising Systemic Risk
Spot Bitcoin exchange‑traded funds now hold over $54 billion, roughly 1.5 million BTC. The ETF structure places the underlying coins in a trust controlled by a handful of custodians, with Coinbase identified as the dominant custodian, creating a single point of operational failure.
Also developing:
Bitcoin’s price trajectory in 2025 is aligning almost perfectly with the 2022 bear market, showing an 80% daily and 98% monthly correlation. November’s performance placed BTC in the bottom 10% of daily price paths since 2015, reinforcing the bearish outlook. Meanwhile, institutional interest resurfaces as U.S. spot Bitcoin ETFs recorded $220 billion in inflows, with Ether ETFs adding $312 million. Strong equity inflows suggest a potential macro‑sentiment shift that could eventually lift crypto assets.
I saw an interview with a prominent Bitcoin advocate. He said Bitcoin doesn't need additional privacy because Money is an anti-privacy technology. Every time you pay someone in cash, you reveal to that person some information about yourself and your...
The recent correction/crash on $BTC made the lowest RSI in nearly two years. It made the lowest MACD ever. It's the most undervalued compared to the fair price (there's a gap to $160K based on that). All those things combined should...
Nasdaq’s digital‑assets head Matt Savarese announced that the exchange is prepared to field any questions from the U.S. Securities and Exchange Commission regarding its tokenized‑stock proposal. The firm aims to launch blockchain‑based representations of equities that can be traded on...
I think @keoneHD made a valid point that @MaelstromFund past / present portcos that we advise and/or invested have big locked token supplies. My advice to founders is always get to 100% vested for the team and investors asap ,...
Good updates to Rust development tools for NEAR
Grayscale has filed to list a Zcash exchange‑traded fund on NYSE Arca under the ticker ZCSH, marking the first serious attempt to bring a privacy‑focused cryptocurrency to mainstream investors. The proposal promises regulated exposure to Zcash while subjecting the underlying...
THERE IS NOW A 78% CHANCE OF BITCOIN HITTING $80K BEFORE $150K 👀 https://t.co/LrVvY34y15
Earlier in November, I had the pleasure to be having a long conversation with @SergeyNazarov about the current status of the Web 3 industry and the role of $LINK. On this Sunday, I think it's a great watch, I've learned a...
The Hyperliquid development team confirmed that 1.75 million HLP tokens were unlocked on Saturday, addressing community concerns about potential sell‑offs. The team emphasized that the unlock follows the pre‑announced vesting schedule and does not constitute a sudden supply shock. Early market...
I hope Zcash resists the dark hand of token voting. Token voting is bad in all kinds of ways (see https://t.co/Cvl7CFVgtc ); I think it's worse than Zcash's status quo. Privacy is exactly the sort of thing that will erode over time...
#BITCOIN IS PUSHING UP 📈 https://t.co/byuKogJ45O
Denis Dariotis, now 22, founded crypto‑focused trading software firm GoQuant after beginning stock trading in third grade. By age 15 he licensed his quant tools to a major Canadian bank and attracted hedge‑fund interest. GoQuant has raised $7 million in seed...
The #Altcoin portfolio is down 70%. However, I've been here before. I've done it in the previous cycle. We're going to do it again. That's why I've released this video with my strategy, watch it here: https://t.co/j2gayLzt7N
UPDATE 🚨 AN ETHEREUM ICO WHALE JUST MOVED 40,000 $ETH AFTER BEING DORMANT FOR TEN YEARS Originally bought for $12,440, the tokens are now worth over $120M! https://t.co/AP17mxIK1Z
Strategy’s CEO Phong Le highlighted the firm’s enhanced capital flexibility, combining long‑dated convertible debt and opportunistic equity programs to fund its bitcoin accumulation. The company’s first debt maturity is not due until December 2025, eliminating near‑term refinancing risk. With over 158,000...
U.S. BUYING PRESSURE IS BACK 🚨 Coinbase Bitcoin Premium Index just turned positive after nearly a month in the red, showing fresh demand for $BTC from American investors. Here we go! 🚀 https://t.co/lEwuiTKgKP
Nigel Farage is bullish on crypto in the UK https://t.co/4Kz6VXmQUS
SEC commissioner Hester Peirce declared crypto self‑custody a fundamental human right, emphasizing financial privacy as a core American value. Her remarks arrived as the Digital Asset Market Structure Clarity Act, which would codify self‑custody protections, was postponed until 2026. Meanwhile, a...
PRESIDENT PUTIN HAS SAID THAT ITS “IMPOSSIBLE” TO BAN BITCOIN! 🚀 https://t.co/VSWqH92npv
FED CHAIR POWELL SAYS EVERY U.S. BANK CAN NOW ROLL OUT BITCOIN AND CRYPTO SERVICES! WHAT A TIME TO BE ALIVE! 🚀 https://t.co/NmTIfuY0Bv

Brazil’s crypto market is moving $6‑8 billion monthly, with stablecoins such as USDT and USDC accounting for up to 90% of reported transactions. The Receita Federal disclosed these figures at the Blockchain Conference Brasil and projected the volume could reach $9 billion...
BLACKROCK JUST CONFIRMED BITCOIN ETFS ARE NOW THEIR NO.1 REVENUE SOURCE MEGA BULLISH! 🚀 https://t.co/nY8JcwCHlF
UPDATE 🚨 PRESIDENT TRUMP SAYS BITCOIN AND CRYPTO IS “MUCH MORE IMPORTANT” THAN ANY OTHER INDUSTRY! https://t.co/SLDuUOGCYc
What's your favorite thing that happened in crypto this year?
UPDATE 🚨 THAILAND OFFICIALLY REMOVES CAPITAL GAINS TAX ON BITCOIN AND CRYPTO! 🚀 https://t.co/C4GRzHDqrz
COINBASE CEO SAID LIVE ON FOX THAT ALL G20 NATIONS WILL ESTABLISH A STRATEGIC BITCOIN RESERVE SOON IT’S HAPPENING! 🚀 https://t.co/gs0tw1ONlw
Genesis Ada https://t.co/4YHKNYhyhg
BITCOIN ETFS JUST RECORDED THEIR FIRST NET INFLOW WEEK SINCE OCTOBER A GOOD SIGN! 🚀 https://t.co/SFhTsztWoB
The Tether folks are in the early innings of running a massive interest rate trade. How I read this audit is they think the Fed will cut rates which crushes their interest income. In response, they are buying gold and...
$NEAR is just accumulating, and was ready to break upwards. NEAR Intents has accelerated massively with its revenue and interest. Therefore, the mispricing between the price of the $NEAR token and the amount of fundamental growth is significant. Both the USD...
$TAO is very simple. It's getting into an area of higher timeframe support, which has proven to be support over the past year. The halving is coming up, which is likely why we're seeing some form of negative price action. However,...
> - most chains are absurdly overvalued > - but a few are absurdly undervalued Wow. This s-tier analysis changes everything. I am stunned
Bitcoin ETFs Are Now BlackRock’s Top Revenue Source. Bitcoin Will Never To Go Zero https://t.co/drfsmKHriH
So Coinbase is giving away $12,000 in crypto to some New Yorkers as UBI experiment. How does this make you feel?
BREAKING 🚨 COINBASE TO FUND A BASIC INCOME PILOT IN NEW YORK - PLANS TO SEND $12,000 IN CRYPTO TO SOME RESIDENTS https://t.co/fPOZjtH7N3
It’s not necessarily all about the 4 year cycle. But it’s certainly all about liquidity cycles. IYKYK.
UPDATE 🚨 BITCOIN SLIPS TO NINTH IN THE GLOBAL ASSET RANKING - FINDS ITSELF 75% AWAY FROM SILVER & 1,518% AWAY FROM GOLD https://t.co/aZ5CVIRm3Y
I'm getting a little tired of curveposting but the new, properly functioning USDS/stUSDS discount market has incentives running and only 400k TVL with an APY of 500% https://t.co/nOlwtcPZhI
Bitcoin – The Key Levels to Watch Right Now https://t.co/3ewA9dLRbp
Simple Truth Bull markets make you feel rich Bear markets make you rich, IF you have courage to accumulate assets on sale Volatility is the mechanism for the transfer of wealth from the panicked to the patient
Want to be a Great Investor? Build a robust portfolio of non-correlated assets Don't just own different stocks, own different return systems (Venture Capital, Digital Assets, Real Assets) Uncorrelated = Edge
Assume spot for OAI is $500B For hypothetical derivatives, are longs paying shorts or are shorts paying longs?
☕️ is up Special Black Friday edition of @DigitalCurrents where X & I break down Bitcoin seasonality, AI Bubble risks & Chip innovations on the horizon Hope your holiday week was good.Grateful for everyone who joins us each week to Stay Current🙏🏼 https://t.co/jWzg1STbct
☕️ is up Special Black Friday edition of @DigitalCurrents where X & I break down Bitcoin seasonality, AI Bubble risks & Chip innovations on the horizon Hope your holiday week was good.Grateful for everyone who joins us each week to Stay Current🙏🏼 https://t.co/7yhbCRzwUG
☕️ is up Special Black Friday edition of @DigitalCurrents where X & I break down Bitcoin seasonality, AI Bubble risks & Chip innovations on the horizon Hope your holiday week was good.Grateful for everyone who joins us each week to Stay Current🙏🏼...
Crypto Fear & Greed index just broke out of extreme fear after 18 brutal days. FINALLY!! https://t.co/lKKipon5I1
I'm also daytrading $ASTER and it's been great. Stable volatility and price remains flat. I think it's about to break upwards, as it's currently about to break the 20-4H MA. Looking good, and then we're slowly starting an uptrend again. https://t.co/MiBNoc31ph
$ETH is dropping 🚨 The price is down 2% today as it dips under $3,000 again https://t.co/YksBakMl8m
Pls don't deposit directly into stUSDS right now, buy it at a discount on curve or arbitrageurs will just take the free money from you :/ Automatically buying at a discount when available will be built into the UIs soon https://t.co/tzxLtT2GOF