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:
Phixius by Nacha announced that its integration with Kinexys Liink, J.P. Morgan’s blockchain‑based data‑sharing network, is now live. The connection creates a multi‑responder account validation system for ACH payments, allowing requesters to receive verification from several trusted Phixius sources. Near real‑time validation of U.S. bank account data is now available through Kinexys Liink’s Confirm application. The partnership broadens coverage, boosts confidence in account information, and supports secure cross‑border transactions.

Treasury Secretary Scott Bessent told a Senate Banking Committee he has no authority to use taxpayer funds to buy Bitcoin, rejecting the notion of a direct government bailout. The hearing highlighted the irony that Bitcoin, originally created to avoid bailouts,...
Circle Internet Group announced a partnership with Polymarket to replace the platform’s bridged USDC.e on Polygon with Circle’s native USDC. The native token is issued by Circle’s regulated affiliates and redeems 1:1 for U.S. dollars, offering a more capital‑efficient and...
𝗧𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝗿𝗲 𝗳𝗹𝗮𝘀𝗵𝗶𝗻𝗴 𝗮 𝗯𝗼𝘁𝘁𝗼𝗺 𝘀𝗶𝗴𝗻𝗮𝗹 𝗼𝗻 #𝗕𝗶𝘁𝗰𝗼𝗶𝗻 , 𝗻𝗼𝘁 𝗮 𝗽𝗲𝗮𝗸 𝘀𝗶𝗴𝗻𝗮𝗹. The business cycle is at its lowest point in 15 years. The valuation of #Bitcoin vs. Gold is the lowest on the RSI it has ever been. The valuation...
The crypto market is showing early signs of recovery as Q1 2019 approaches, with analysts spotlighting Cardano (ADA) and Remittix (RTX) as potential gainers. Remittix is offering a 300% bonus to investors, a move designed to boost liquidity and attract...

Researchers introduced Eidolon, a post‑quantum digital signature scheme built on the NP‑complete k‑colourability problem. By extending zero‑knowledge protocols and using Merkle‑tree commitments, the scheme compresses signatures from O(t n) to O(t log n). Empirical tests against integer‑linear‑programming, DSatur, and a custom graph neural...
The episode challenges the hype around being the "most used" blockchain by dissecting the metrics that compare Solana and Ethereum, revealing how usage, revenue, and adoption are often misinterpreted. It highlights that no single chain can dominate every use case,...

Multiliquid and Metalayer Ventures have launched an institutional liquidity facility that offers instant redemption of tokenized real‑world assets (RWAs) on Solana. The backstop acts as a standing buyer, purchasing assets at a dynamic discount to net asset value, with capital...

Eight EU‑regulated digital‑asset firms warned that the bloc’s DLT Pilot Regime is too restrictive and could cause capital‑market activity to migrate to the United States. They cite the U.S. SEC’s recent no‑action letter to DTCC and plans by Nasdaq, NYSE...

Researchers unveiled a quantum‑digital‑signature protocol that uses classical shadows of random quantum circuits as public keys, eliminating the need for fragile quantum memory. An enhanced state‑certification primitive improves noise tolerance and cuts sample complexity, enabling a proof‑of‑principle signature on a...

Bitwise Asset Management announced Model Portfolio Solutions for digital assets on February 3, 2026. The suite offers seven pre‑designed crypto portfolios—four Core and three Thematic—aimed at advisors seeking to integrate ETFs into client allocations. With $15 billion in assets under management, Bitwise leverages...

Secure Digital Markets (SDM) sent a $1 million Lightning Network payment to Kraken on Jan. 28, marking the largest publicly reported Lightning transaction to date. The transfer cleared in 0.43 seconds using Voltage’s managed Lightning infrastructure, which offers pre‑provisioned liquidity and uptime guarantees...

Institutional investors are moving away from high‑risk DeFi Bitcoin yield products toward fully collateralized, market‑neutral strategies that mirror traditional finance. GlobalStake co‑founder Thomas Chaffee says the shift is driven by improved controls, infrastructure, and risk profiles rather than a desire...

Bullish reported adjusted Q4 revenue of $92.5 million, surpassing the $87.8 million consensus, while GAAP earnings showed a $3.73 per‑share loss driven by non‑cash digital‑asset writedowns. The platform logged $64.3 billion in spot‑trading volume and launched an options business that generated $9 billion in...

BitMEX has launched Hyperliquid Copy Trading, letting its users automatically replicate the positions of top traders on the leading perpetual futures DEX, Hyperliquid. The feature executes trades on BitMEX, supports up to five copied traders, and includes basic risk‑management tools...

Brazil's Science, Technology and Innovation Committee approved Bill 4.308/2024, which bars the issuance and trading of algorithmic stablecoins such as Ethena’s USDe and Frax. The bill requires all stablecoins operating in Brazil to be fully backed by segregated reserve assets...

Trend Research’s Aave‑based leveraged Ethereum position, once peaking at roughly 601,000 ETH and $958 million in borrowed stablecoins, has been systematically unwound as ETH prices slipped. The fund sold over 112,000 ETH since early February, reducing its holdings to 488,172 ETH—about...
I have never been more bullish on crypto. Because the rules-based order is collapsing and the code-based order is rising. So the short term price doesn’t matter. As international law breaks down, we will need not just onchain currencies, but onchain companies....
Qzino launches a crypto‑iGaming platform that turns players into profit‑sharing stakeholders. The QZI token distributes 30 % of net gaming revenue daily and adds a 3 % staking pool payout, allowing holders to earn even when idle. The platform also offers up...

Seventeen years after its launch, Bitcoin is increasingly viewed as a viable investment, driven by near‑full supply mining, institutional adoption, and global accessibility. However, its price volatility, regulatory uncertainty, and lack of income generation remain significant drawbacks. Investors must weigh...

Western sanctions removed Russian banks from SWIFT, prompting the rise of a shadow payments network centered on Kremlin‑linked firm A7. The company combines imitation banknotes, promissory notes, and a rouble‑pegged stablecoin (A7A5) backed by Promsvyazbank deposits, moving over $100 bn in...

The Coinbase Premium Gap, which measures the price differential between Coinbase and Binance Bitcoin pairs, has plunged to -167.8, its lowest level since December 2024. CryptoQuant analyst Darkfost interprets the negative premium as a clear sign that institutional investors are accelerating...

Bitcoin slipped below the $70,000 psychological barrier on Bitstamp, reaching $69,101 during Asian trading. The same period saw Coinbase’s BTC price dip only to $70,002, creating a noticeable exchange discount. The gap is attributed to heightened selling on Robinhood‑owned Bitstamp,...

Crypto firms are offering concessions to break a Senate stalemate on the market‑structure bill, proposing that community banks take a larger role in the stablecoin ecosystem. The suggestions include requiring stablecoin issuers to hold reserves at community banks and enabling...

Bhutan transferred $22.3 million worth of Bitcoin to market maker QCP Capital, signaling a sale amid a prolonged price slump. The nation’s holdings have shrunk from a peak of 13,295 BTC to about 5,700 BTC, reflecting reduced mining output since 2023. Mining costs...

Payy has unveiled a privacy‑enabled Ethereum layer‑2 that automatically shields ERC‑20 transfers without requiring smart‑contract modifications. The network plugs into MetaMask and any EVM‑compatible wallet, positioning itself as a turnkey solution for institutions, fintech firms, and crypto‑savvy users. Payy highlights...
This is why i stick to finding promising low caps tbh. Yes its harder, and you have to know what to look for. And yes there is luck involved. If you got into $CLAWSTR under 100k, you are still up ~10x… Smart...
Anyone following the #BTC Four Year Cycle has probably done very well in this cycle The Four Year Cycle suggested a Q4 2025 peak Bitcoin has corrected -46% since the Q4 peak $BTC #Crypto #Bitcoin

A pilot survey of 500 Hong Kong and mainland Chinese retail investors found that 61 % would double their fund allocations if tokenized products offered instant settlement and 24/7 access. Almost all respondents (≈97 %) prioritized features such as instant settlement, round‑the‑clock availability,...
Insider trading on prediction markets can be 50/50 for retail. But for market makers, it’s lethal. @evgenygaevoy explains why providing liquidity in manipulated markets is so dangerous for his firm. https://t.co/crcByHKCGj

NEW: 🇺🇸 Treasury Secretary Bessent says the U.S. BTC reserve consists only of seized assets, and also confirmed they have no plans to issue a CBDC. Source: Bitcoin Magazine https://t.co/2917RHgwzt

Startale Group and SBI Holdings have unveiled Strium, a layer‑1 blockchain aimed at institutional foreign‑exchange, tokenized equities, and real‑world asset trading. The network will initially support synthetic US and Japanese stocks before expanding to tokenized shares and asset‑backed tokens, subject...
Alright, Cardano memecoin, NFT, and culture projects, reply to this post with your documentation. It's time for Logan- the Exit Liqudity Lobster- to get to knpw about you. I integrated @lace_io so Logan will make a decision on which projects to...
Binance saw net inflow for ALL 1 day, 7 day and 1 month periods, to the tune of $ billions. Some possible FUD sponsors saw the opposite. 🤣

Kyle Samani, co‑founder and managing director of Multicoin Capital, announced his departure after nearly a decade at the firm. He will take time off to explore other technology areas while maintaining personal crypto investments. Samani highlighted the upcoming U.S. Clarity...
Market Update with Landy: Macro Market Structure 02/04/2026 Brought to you by @davidgokhshtein @gokhshtein and hosted by @CryptoLandy. https://t.co/hKLKbn2QdG
What happens when gold trades like crypto and crypto trades like stress? 🥇📉 On @bitsandbips, @austincampbell & @perkinscr97 sit down with @cosmojiang_ to unpack: 🧠 How Hyperliquid enabled real price discovery ⚠️ Gold volatility and 24/7 markets 🏦 Warsh’s Fed nomination and...
Figure’s On‑Chain Public Equity Network (OPEN) has added two new partners: moomoo, the first retail brokerage to trade OPEN‑registered equities, and Keplr, the first self‑custodied wallet to hold them. The integrations let investors buy U.S. public stocks on a blockchain,...

This brings back lots of memories - like this slack tipping tool I built ~10 years ago, to send BTC to your colleagues in slack. Sadly, I don’t code as much anymore, but it's fun to build random things - and...

Dems are pushing back on crypto market structure because of the Trump crypto family business. This is a valid concern and can be handled when they ban ALL public servants from investing etc. I think the bigger issue is the yield on...

Digital asset treasuries (DATs) that surged in 2025 have collectively posted $17 billion in unrealized losses as of February 2026. The 20 largest DATs are down $17 billion, driven largely by Bitmine Immersion’s $7.5 billion ETH loss and Michael Saylor’s $2.2 billion BTC decline....
This is cool. One perpetual-style contract for trading an index tracking the top 50 digital assets.
"In the agentic economy, agents will use crypto. Trust is really important. And that's where ERC-8004 comes in." @austingriffith https://t.co/RZMYBjaKbj
"We haven't impelmented ERC-8004 or x402. These agents are all going to want to work with each other, and they won't be able to trust each other. There's going to be this agentic economy." -- @austingriffith "You don't think they're...
"I tell the bot: we need to build a PFP prediction market where people can stake money on different PFPs." Tune in to listen to the rest of the story. https://t.co/RZMYBjaKbj
This is one of the funniest episodes we've ever had on the Unchained network https://t.co/WCBmoLRGFp
The backstory behind how @MetaMask ended up blocking @austingriffith's @clawdbotatg: "Austin's legit thing looked by far way scammier than what the scammers deployed" -- @tayvano_
"@clanker_world and @bankrbot have done millions nad millions of fees over the last week on @base because of this — and you see Solana's reaction: 'We've gotta get Bankr ...'" -- @austingriffith
New edition of the Rekt Capital Newsletter is live I share an Altcoin Market Update Features analysis on the following Altcoins: $ETH $SOL $INJ $XLM $XRP $NEAR Sign up to read it here: https://t.co/t7pWV4pIej #BTC #Crypto #Bitcoin
Bring back the bonding curve, but only your @openclaw bot can launch from it. Tokens automatically locked for 6 months. @virtuals_io