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:

U.S. policymakers have reached bipartisan agreement on core crypto market‑structure reforms, shifting focus from intent to implementation in 2026. The proposed framework treats non‑security tokens as commodities for secondary trading while retaining SEC oversight of fundraising activities. Regulators aim to create clear, technology‑neutral rules that attract offshore liquidity back to U.S. venues and provide safe harbors for market makers. Advisors and investors await clearer token classifications to reduce compliance risk and enable broader portfolio exposure.

Bitcoin has fallen 55% against gold since its December 2024 peak, dragging the BTC‑to‑gold ratio down to 18.46. Gold is near record highs, up roughly 12% year‑to‑date, while Bitcoin is barely positive and remains under $89,000. The ratio sits about 17%...

Solana Mobile’s Seeker token (SKR) surged more than 300% in its first 24 hours of trading, reaching $0.049 and a market cap above $265 million. The airdrop, open to over 100,000 phone owners and 188 developers, distributes SKR through the device’s...

PwC’s 2026 Global Crypto Regulation Report predicts that 2026 will see crypto rules solidify worldwide as draft legislation becomes law. Jurisdictions with transparent frameworks, such as the EU under MiCA, the UK’s FSMA‑based regime, and emerging hubs in the UAE...
It’s 2026 The second year in the current #BTC Four Year Cycle has begun History suggests 2025 was the year of the $BTC Bull Market peak 2026 should be the year of the Bitcoin Bear Market And 2027 will be the Bottoming Out year...
There was a magical time where “crypto twitter” was the epitome of the public “town hall.” Maybe ~2014-2018 and decent through 2022. The industry’s best and brightest debated publicly with one another and everyone else. ...

Superstate, a tokenization startup founded by DeFi veteran Robert Leshner, closed a $82.5 million Series B round led by Bain Capital Crypto. The capital will fund its Opening Bell platform, which lets SEC‑registered firms issue digital shares and run shareholder processes on public...

Base, Coinbase’s Ethereum‑based layer‑2, is reportedly planning a native token that could grant holders direct voting power over Coinbase itself. The proposal envisions a Base Foundation acquiring up to 50% of COIN shares, turning the token into an on‑chain proxy...

A single Hyperliquid wallet now carries a $649.6 million ETH long position entered at $3,161.85, with a liquidation estimate near $2,268.37—about 22% below the current $2,908 spot price. The account has already absorbed $56.6 million in unrealized losses and $6.79 million in funding...

Ethereum’s December Fusaka upgrade expanded block data capacity, prompting a noticeable drop in transaction fees and a surge in both transaction volume and active addresses. The upgrade builds on the earlier Pectra upgrade and aims to ease congestion for layer‑2...

Maple is extending its yield‑bearing token syrupUSDC to Coinbase’s Base layer‑2, providing institutional credit to a fast‑growing Ethereum ecosystem. The launch creates a direct conduit to Coinbase’s broader user base while moving yield opportunities off the mainnet. Concurrently, an Aave...

On‑chain data shows wallets linked to BlackRock’s spot Bitcoin and Ether ETFs transferred more than $430 million of crypto to Coinbase Prime. The transfers comprised roughly 3,070 BTC (≈ $276 million) and 52,800 ETH (≈ $157 million) and occurred amid the day’s heavy outflows from U.S. spot crypto...

Pantera Capital warns that digital asset treasury (DAT) firms will undergo "brutal pruning" in 2026 as the sector consolidates around a handful of well‑capitalized players. Large Bitcoin and Ether holders such as Strategy and BitMine continue to amass significant portions...

Keyfactor and IBM Consulting have unveiled a joint solution that streamlines post‑quantum cryptography (PQC) readiness for enterprises. The offering blends Keyfactor’s automated cryptographic discovery, PKI lifecycle management, and digital signing with IBM Consulting’s cybersecurity governance, quantum‑safe delivery frameworks, and AI‑driven...

Elliptic’s latest report reveals that the Russia‑linked ruble‑backed stablecoin A7A5 processed more than $100 billion in on‑chain transactions between March 2025 and January 2026. The token was engineered as a bridge between the Russian ruble and Tether’s USDT, allowing sanctioned entities to move...

Noah, a stablecoin infrastructure provider, has teamed with digital wallet platform Picnic to embed USD‑native payroll and settlement features directly into the Picnic app for Brazil’s global workforce. Brazilian professionals can now receive ACH payments from US employers into a...

CryptoQuant reports that Bitcoin long‑term holders—coins dormant for two years or more—sold record volumes in 2024 and 2025. The revived supply rivals the peaks at the end of the 2017 bull market but occurs amid lower market volatility. Analysts say...

Strategy (MSTR) reduced its credit risk as perpetual preferred equity, valued at $8.36 billion, overtook its $8.2 billion convertible debt portfolio. The shift eliminates senior convertible bonds, cutting refinancing risk and smoothing credit‑spread volatility. Preferred instruments pay fixed dividends and have no...
OneMiners has launched the world’s cheapest crypto‑miner hosting platform, leveraging government‑backed energy allocations and direct‑to‑power‑plant connections. In Nigeria, the company offers power as low as $0.048 per kWh, supporting 13 MW of operational capacity with up to 150 MW under construction. Its...

Circle chief executive Jeremy Allaire told Davos attendees that stablecoin interest payments are too modest to spark bank runs, calling the alarmist narrative "totally absurd." He likened current concerns to historic worries about money‑market funds, which now total about $11 trillion...

F/m Investments, an $18 billion asset manager, has filed a request with the SEC for exemptive relief to tokenize the shares of its US Treasury 3‑Month Bill ETF (TBIL). The proposal would record ownership of roughly $6 billion in ETF shares on...
The United States remains the epicenter of blockchain innovation, hosting a curated list of the top ten Web3 development agencies. Chainbull tops the ranking, praised for its security‑first architecture and enterprise‑grade scalability, while firms like Alchemy, OpenZeppelin, and LeewayHertz round...
The 2026 guide lists the top crypto marketing agencies, highlighting their regional strengths, service specialties, and data‑driven approaches. Chainbull leads as a global partner with influencer and PR focus, while Coinbound, ICODA, NinjaPromo, MarketAcross, Proleo.io, Omni Agency, Debut Infotech, Solus...

Binance co‑founder Changpeng Zhao told Davos attendees he is negotiating with roughly a dozen governments on tokenizing state‑owned assets. Tokenization would let nations sell fractional ownership of infrastructure, real estate or commodities via blockchain tokens, unlocking immediate capital. Zhao cited...

Vietnam's State Securities Commission opened the licensing window on Jan. 20, 2026 for digital‑asset trading platforms, activating the five‑year pilot for a regulated crypto market. The new framework, issued under Decision No. 96, requires applicants to be Vietnamese entities with at least $380 million...

The Bitcoin Policy Institute, crypto‑wallet provider Fedi, and Cornell University’s Brooks School Tech Policy Institute have launched a two‑year research project to map American attitudes toward financial privacy, the trade‑offs they accept, and how regulation influences behavior. The study will...

Laser Digital, backed by Nomura, launched the Laser Digital Bitcoin Diversified Yield Fund SP, the first natively tokenized Bitcoin yield fund. The fund, built with tokenization specialist KAIO and custodied by Komainu, aims to deliver more than 5% excess net...
Dubai’s crypto-friendly image masks a covert off‑ramping network called RimalWasl. The service uses intermediaries like GulfBridge and real‑estate developers to convert large crypto holdings into fiat, bypassing AML controls. Despite new VARA regulations, the network exploits regulatory gaps and alleged...
Cryptocurrency exchange Bitrue has introduced the “Make Every Trade Count” promotion, running through February 5, 2026. The campaign offers a total prize pool of more than 200,000 XRP, with rewards allocated proportionally to traders who execute at least $100 in spot trades....

A new research note by Adam Posen of the Peterson Institute and Peter R. Orszag of Lazard projects U.S. consumer inflation could rise above 4% in 2026, driven by lingering tariff effects, tighter labor markets and a growing fiscal deficit....

A malicious PyPI package named sympy-dev impersonates the popular SymPy library, using typosquatting to lure developers into installing it. Four versions (1.2.3‑1.2.6) were released on Jan 17 2026 and amassed over 1,000 downloads within the first day. The package embeds a memory‑only...

Thailand’s Securities and Exchange Commission is set to release formal guidelines for crypto exchange‑traded funds early this year, alongside rules for futures trading and tokenised products. The framework will treat digital assets as an official asset class, allowing investors to...

Saga announced a pause of its Ethereum‑compatible chainlet after a $7 million exploit that de‑pegged its US‑dollar stablecoin to $0.75. The attack involved coordinated contract deployments and cross‑chain activity, prompting the team to halt the chain at block 6,593,800 while investigating. Saga’s...

Macro researcher Luke Gromen warns that institutional investors are unlikely to drive Bitcoin from its current ~$89,880 level to a $150,000 target without a significant market catalyst. A 67% price jump would require events such as the US CLARITY Act...

Crypto markets liquidated over $625 million in leveraged positions within 24 hours as Bitcoin’s price swung sharply between $88,000 and $90,000. The losses were almost evenly split, with $306 million wiped from longs and $319 million from shorts, highlighting a rare two‑way liquidation event....

Ethereum co‑founder Vitalik Buterin has proposed embedding native distributed validator technology (DVT) into the protocol, allowing a validator to operate up to 16 virtual identities that collectively sign blocks. The design uses threshold signing, so actions are approved when a...
Ripple has secured approval from the UK Financial Conduct Authority, giving XRP a clear regulatory footing in Europe’s core financial market. The FCA clearance is expected to accelerate institutional adoption of XRP across the continent and beyond. Simultaneously, UK‑based DogeStaking...
Ripple’s XRP slipped to $1.91, a 3.24% decline, as renewed tariff negotiations stoked broader crypto volatility. Trading volume dropped 12.73% to $3.37 billion, reflecting heightened risk aversion among short‑term traders. Meanwhile, utility‑focused project Remittix gained traction, launching its wallet on the...

The Senate Agriculture Committee released a Republican draft of a crypto market‑structure bill that adds liability protections for DeFi developers and other intermediaries. Chair John Boozman said Republicans and Democrats still differ on core policy issues, leaving the bill without...
Pinecone Matches has launched the INIBOX (850 Mh) ASIC miner, delivering 850 megahashes per second in a compact, rack‑compatible chassis. The unit consumes 500 W, features dual‑zone intelligent cooling, and supports 24/7 continuous operation for professional mining farms. Oneminers.com is identified as the...
“Evolve or die” for incumbents? In this episode of DEX in the City, hosts Vy Le & Katherine Kirkpatrick Bos are joined by @AlexZozos to discuss: 👀 Why all tokenized are not the same ❕️ The stakes as NYSE announces a tokenized trading...
Tomorrow on Coin Stories: Cem Karsan ! Subscribe wherever you get your podcasts.

ARK Invest’s "Big Ideas 2026" report projects the cryptocurrency market to reach $28 trillion by 2030, driven by a 61% CAGR. Bitcoin alone could account for 70% of that value, with price targets near $1 million as institutional holdings rise. Smart‑contract platforms...
BlackRock likes tokenization because it improves their bottom line Governments like centralized tokenization because improved their surveillance https://t.co/zYx9GYIia1
#BTC Is Bitcoin still in a Bull Market or in a new Bear Market? $BTC #Crypto #Bitcoin

U.S. equities rallied on Wednesday after President Donald Trump announced he would not pursue the Greenland‑linked tariffs slated for February 1, sending the S&P 500 up 1.16%. The crypto market also nudged higher, with Bitcoin rising 1.64% to $90,010 and Ether...
I've been re-calibrating who I follow on X, to reduce noise/shameless self promoters and increase signal. Who's posting original, fact-based analysis on fintech, banking, finance, stablecoins that I should be following?

💥UPDATE: Senate Ag Committee updates crypto bill text, expanding CFTC authority while key issues like DeFi remain unresolved. Source: Senate Ag Committee https://t.co/ncqEe0tMym

A lot of traders get this wrong about volume. --> Green volume bars show buys --> Red volume bars show sells There is only high volume and low volume. Colours mean nothing. https://t.co/n9RGGP2ea7

NEW: BlackRock says Ethereum powers 65% of tokenized assets and stands to benefit from tokenization growth. Source: Decrypt https://t.co/79kQkbUrsm