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:

BCB Group appointed Tim Renew as CEO, moving co‑founder Oliver Tonkin to a newly created president role. Renew, who joined as chief revenue officer in 2024 and later became deputy CEO, will steer the firm’s next growth phase after securing a Canadian licence alongside multiple Tier‑1 approvals. The leadership change aims to accelerate global expansion, broaden the product suite, and finalize a Series B funding round. Continuity in strategy and culture is maintained while focusing on disciplined execution and regulatory trust.
MEXC announced it will list XYZVerse’s native token XYZ on January 29 at 13:00 UTC against USDT, backed by a launch campaign offering 50,000 USDT in rewards and APR boosters. The token entered the market after a presale that raised nearly $16 million, with...

An on‑chain analysis shows 63 % of Bitcoin’s invested supply has a cost basis above $88,000, meaning most investors are underwater. The UTXO Realized Price Distribution indicates tens of billions of dollars sit between $85,000 and $90,000, creating selling pressure if...
Paradex, the privacy‑first zero‑fee on‑chain perpetuals exchange, has launched Money Badgers, a cultural and loyalty layer that tokenizes identity, community participation, and utility. The initiative builds on the same team that created Paradigm, which processed over $1 trillion in institutional derivatives...
The SEC’s staff issued a detailed statement outlining how existing federal securities laws apply to tokenized securities, whether issued by issuers or third parties. It distinguishes issuer‑sponsored models—using on‑chain, off‑chain, or hybrid record‑keeping—from third‑party models such as custodial and synthetic...

US neobank Kontigo, a stablecoin bank serving Latin America, suffered a cyber attack that impacted 1,005 users and resulted in the loss of 340,905.28 USDT. The breach exploited a flaw in the Auth provider’s Apple OIDC authentication flow, allowing attackers...
Papaya Global and Fireblocks have launched Banco Wallet, a global workforce wallet that enables real‑time payouts in both fiat and stablecoins across more than 180 countries. The solution leverages Fireblocks’ digital‑asset infrastructure, combining embedded wallets, treasury operations, and a stablecoin...

Bybit announced the launch of “My Bank powered by Bybit,” a retail banking service that will provide users with personal IBANs beginning in February. The product enables fiat deposits, bill payments, salary receipts and crypto trading under a single account,...

PwC’s Asset and Wealth Management Revolution 2025 report surveyed 300 global leaders and found that 50% view wealth‑management integration with FinTech as the top driver of revenue growth through 2030. Tokenisation and digital assets were identified by 38% of respondents...

Hang Seng Investment Management has launched a physically backed gold ETF on the Hong Kong Stock Exchange under code 3170. The fund tracks the LBMA Gold Price AM, holds London‑good‑delivery gold bars, and charges 0.40% per year with a -0.50%...
USE.com is launching Stage 3 of its public token presale at $0.20, with more than 60% of the allocation already sold. The exchange positions itself as a next‑generation, compliance‑focused platform offering sub‑5 ms latency, deep liquidity routing, and a $25 million insurance fund....

In this episode Sun Raghupathi, CEO of Veda, explains how DeFi vaults work and why on‑chain yield is becoming a core use‑case for crypto users. He outlines Veda’s cross‑chain architecture, its focus on consumer‑grade products, and the challenges facing current...
Czech investors are turning to structured crypto investing, using platforms that blend investment and trading tools. The article highlights how automated systems like Kellner Luxerise help remove emotion, enforce risk rules, and support both long‑term holding and active trading. It stresses...
HTX announced it will list USDe, Ethena’s synthetic dollar, expanding access to a crypto‑native stable asset. USDe maintains price stability through a delta‑neutral hedging strategy rather than fiat reserves. The listing enables HTX users to trade, use USDe as derivatives...

Universal Digital has launched USDU, the UAE’s first central‑bank‑registered USD‑backed stablecoin. The token is classified as a Foreign Payment Token, making it the inaugural live implementation of the Central Bank of the UAE’s approved digital settlement framework. Reserves are held...

The Central Bank of the United Arab Emirates has granted approval for USDU, the country’s first USD‑backed stablecoin, under its Payment Token Services Regulation. Issued by Universal Digital, the token is fully collateralized 1:1 with reserves held in on‑shore accounts...

Crypto infrastructure platform Cere Network’s co‑founder Fred Jin, his family members, and board members have been sued in San Francisco federal court for allegedly executing a $41 million pump‑and‑dump scheme surrounding the November 2021 token launch. The plaintiff, investor Vivian Liu, seeks $100 million...

Santiment reports that 42 new XRP wallets holding over one million tokens have appeared since the start of 2026, marking the first increase in such "millionaire" wallets since September. Despite a modest 4% price dip year‑to‑date, XRP trades around $1.87,...

The European Central Bank will start accepting distributed‑ledger‑technology (DLT) assets as eligible collateral for its credit operations on 30 March 2026. Eligible assets must be issued through central securities depositories (CSDs) that use DLT services and comply with existing Eurosystem standards, including...

Oil prices surged in January, with West Texas Intermediate climbing 12% to $64.30 per barrel and Brent reaching $68.22, the highest levels since September. The rally stems from geopolitical tension over Iran, shrinking U.S. inventories, and broader supply concerns. Higher...

Bitcoin held above the $80,700‑$83,400 support zone, staving off a sharp decline, but futures data suggest the rally may be brief until liquidity improves. Glassnode points to the 90‑day realized profit/loss ratio as the key gauge, noting it must stay...

Six Senate Democrats have confronted Deputy Attorney General Todd Blanche over his April 2025 decision to disband the Justice Department’s national cryptocurrency enforcement team, a unit created in 2022 that pursued high‑profile cases such as Binance. The senators allege Blanche...

Hyperliquid’s HYPE token jumped 60% to $34.90, up from $21.80 in two days. The rally was sparked by institutional buying through Hyperliquid Strategies, a large staking unlock, and an ARK Invest bullish report. Bearish leveraged positions were liquidated for more...

TRM Labs reports a five‑fold surge in large language model‑powered scams in 2025, propelling AI‑generated deepfakes, voice clones and synthetic images into mainstream fraud. Crypto theft amounted to $35 billion, a slight dip from 2024, while illicit crypto wallet inflows jumped...

Nansen has integrated its AI‑driven on‑chain analytics platform with Sui, a high‑throughput Layer‑1 blockchain built on the Move language. The partnership delivers real‑time dashboards, wallet categorization, and social analytics that illuminate fund flows and token trends across DeFi, gaming, AI...

In this episode, Andy interviews SB, the CEO and co‑founder of Veera, about building a true on‑chain neobank that prioritises user experience over yield. SB explains Veera’s product‑led approach to simplify crypto for everyday users, using passkeys, abstracted onboarding, and...

The episode examines Morpho, a decentralized lending protocol that is emerging as the core infrastructure for the crypto credit market, distinguishing itself from more well-known platforms like Aave and Compound. It highlights Morpho's "universal backend" technology, which is already integrated...

The U.S. Securities and Exchange Commission released a formal statement defining tokenized securities as financial instruments whose ownership records are kept on crypto networks. It distinguished two categories: securities tokenized by the issuer and those tokenized by unaffiliated third parties....

Bullish (NYSE: BLSH) has partnered with Liquid Mercury to give institutional investors direct access to its high‑liquidity crypto derivatives suite. The integration links Liquid Mercury’s trading platform with Bullish’s pools, offering perpetuals, futures and a fast‑growing options market. Bullish’s options...
Bitcoin fell 2.5% to $87,959, while Ethereum dropped 3.5% to $2,930, extending a market‑wide correction. Exchange‑held Ether supply contracted as staking participation surged, signaling a shift toward on‑chain yield strategies. Meanwhile, Cere Network’s co‑founder and board face a $100 million fraud...

Worldcoin’s native token WLD jumped 25% within minutes after Forbes reported that OpenAI is evaluating biometric verification solutions, potentially leveraging Worldcoin’s iris‑scan technology. The AI firm is reportedly building a social platform that would require users to prove personhood via...

Bitcoin’s market indicators remain largely calm, with key liquidity and credit gauges below stress thresholds in January 2026. The Chicago Fed’s NFCI and the St. Louis Fed’s STLFSI4 both posted negative values, while rates volatility (MOVE) and high‑yield spreads stayed...

AI agent tokens on Base surged after Austin Griffith launched the CLAWD agent, a Claude‑based self‑regulated AI that can deploy smart contracts and run on‑chain experiments. CLAWD’s market cap briefly hit $40 million, propelling related tokens BANKR (+34%) and CLANKER (+24%)....

#bitcoin #crypto #cryptocurrencies We talk about the Three Macro Triangles for Bitcoin and how they can inform the next bottom should Bitcoin continue to correct over the coming months. 🚀Follow @rektcapital for more level-headed insights on Bitcoin

The White House’s internal crypto policy council will meet with executives from crypto firms and traditional banks to address stablecoin yield provisions in the pending market‑structure bill. The legislation, delayed after lawmakers objected to how it would regulate interest‑bearing stablecoins,...

The crypto industry’s primary political action committee, Fairshake, announced a $193 million war chest, bolstered by a $25 million contribution from Ripple and $24 million from Andreessen Horowitz. This cash pool would place Fairshake among the nation’s top five PACs, eclipsing its 2024...

#BTC Historical crossovers of the Bull Market EMAs (green 21-week and purple 50-week) haven’t been too kind to Bitcoin $BTC #Crypto #Bitcoin 🚀Follow @rektcapital for more level-headed insights on Bitcoin

Arculus has integrated 'Yield xyz' to unlock native and liquid staking for ETH, SOL, ADA, and more directly within its hardware-backed cold storage wallet. Sources: Arculus & Yield xyz https://t.co/vVP3A1UYWl

Coinbase has opened its prediction‑market platform to all U.S. customers, leveraging a partnership with regulated operator Kalshi, which was recently valued at $11 billion. The service lets users trade binary contracts on events such as elections, sports outcomes, collectibles and economic...
UPDATE: White House to meet crypto and banking execs Feb. 2 to discuss crypto market structure legislation
"Ethereum's post quantum initiative is the most bullish thing I've seen out of the @ethereumfndn in a while." @kaiynne https://t.co/OUiDXz4Tnb

MegaETH, a high‑performance Ethereum layer‑2, announced its public mainnet will launch on February 9, 2026. The rollout follows a heavily oversubscribed $450 million token sale in October 2025 that sold 5 % of the 10 billion MEGA supply. Backed by Ethereum co‑founders Vitalik Buterin and Joe Lubin, the...

UPDATE: The Fed kept the policy rate unchanged at 3.75%. Powell acknowledged growing questions about whether the next move could be a hike — but said that is not anyone’s base case. Two FOMC members dissented, pushing for a rate cut instead....
.@austincampbell drops a line that will irritate half of crypto / macro Twitter: ✂️😬 “Rate cuts are bad for risk assets.” https://t.co/DRkje8W24C

In this teaser episode of "The Breakdown," host David Canellis introduces the podcast’s focus on dissecting the crypto ecosystem’s underlying systems, incentives, and power structures. He outlines the intent to provide a crypto‑native perspective that goes beyond surface‑level news, aiming...

The key piece of information in this clip is that it’s ok to rebalance portfolios. And it’s even better to consult with others who might be smarter than you (it’s not a bad thing) https://t.co/Pg3Xj0hLcs
Appreciate the support from @MultiChain Advisors—an emerging tech firm behind some of the biggest names in crypto. From TGEs to go-to-market, they help builders scale where it counts. Details: https://t.co/QUSSuj10RC https://t.co/OUiDXz4Tnb

Wall Street firms—including SIFMA, Cahill Gordon & Reindel, Citadel and JPMorgan Chase—met with the SEC Crypto Task Force to argue against special exemptions for tokenized securities. They warned that blockchain‑based issuance should not create a separate regulatory track and urged...
NOW LIVE on Uneasy Money The crew will talk about: • Clawdbot/Moltbot drama • Hyperliquid’s comeback • PumFun's buybacks as activity ticks up w/ our hosts @kaiynne, @tayvano_ and @LucaNetz https://t.co/fFfC5CBMM6
Amazing chart. Users who supply to Aave and forget consistently beat the market. Markets move and change, consistency is why Aave is winning. Simple, verifiable yield for everyone.