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:

Hut 8 expanded its credit facility with Coinbase to $200 million, reinforcing liquidity after a stellar 2025 performance. The company also sealed a $7 billion agreement with AI‑cloud provider Fluidstack to deliver 245 MW of power for a 15‑year AI data‑center contract. Its stock surged 134% to roughly $51.27, while the firm diversified into AI, high‑performance computing and a majority stake in American Bitcoin, accumulating 13,696 BTC worth over $1.2 billion. These moves contrast sharply with a mining sector grappling with halving‑induced margin pressure, rising energy costs, and geopolitical tariff shocks.

$SEI broke through the 21-Day MA and is starting a new uptrend. I can't deny the fact that they have been constantly growing their ecoysystem. Most active EVM chain in December with more than 1M active accounts. This would mean that, given...

$ARB is doing well. For the first time since August of 2025, which is nearly six months, it broke above the 21-Day MA and is likely starting a new uptrend. Good signs. What's ahead of us? A resistance test at $0.25 would...
Crypto total market cap surged past $3.03 trillion, snapping a three‑month downtrend and hinting at a shift toward altcoins. Ethereum broke above $3,100, posting its first 50‑day SMA close in months and targeting $3,500. Memecoins added roughly $3 billion in value, led...
I don't think we'll see a widespread correction based on the attack in Venezuela on #Bitcoin. It's a planned and coordinated attack on Maduro, and is already past us. The likelihood of more negativity on the markets from that single event...

Bitcoin surged past the $90,000 mark, marking its highest level since mid‑December, but the rally is tempered by cautious market behavior. Options data reveal a neutral put‑call skew, indicating traders still demand premium protection against downside risk. Meanwhile, U.S. spot...
Is the four-year cycle just the result of multiple coincidences? 👀 In this @Unchained_pod episode, @3xliquidated and @yeak__ join me to discuss: 💡 How the Bitcoin four-year cycle did not happen in a vacuum 👀 What gold's run implies for Bitcoin 🧏♂️ Why a...
Is the four-year cycle just the result of multiple coincidences? 👀 In this Unchained episode, Jason Pagoulatos and Jordan Yeakley join me to discuss: 💡 How the Bitcoin four-year cycle did not happen in a vacuum 👀 What gold's run...

XRP spot ETFs have surpassed $1 billion in assets under management, but the token’s price has remained flat around $1.88. The article explains that AUM is a snapshot, while net creation flows—actual purchases of underlying XRP—drive price pressure. With roughly 600 million...

#Bitcoin is still stuck in the range, as a breakout upwards didn't happen. For me, a crucial level is the 21-Day MA to hold onto. If that does provide support and there's another attack of the $91K resistance zone in the...
I'm convinced by this article that enshrining RISC-V into Ethereum would be a mistake. WASM is the standard for portable code. https://t.co/5DKXSoeXP2

Coinbase Institutional head John D’Agostino told CNBC he understands the delay of the Digital Asset Market Clarity Act, calling it a foundational bill for crypto’s growth. He contrasted its complexity with the simpler Genius Act and highlighted global regulatory momentum,...
added a new entry to the end of my "Thread of crypto industry folks who see Zcash as a socially-positive community" https://t.co/rigU5fTDYZ

$MSTR is still in a downtrend after another RED weekly close 🔴 Another -28% and it would come into demand https://t.co/U9MVAuEHjM

Aave founder Stani Kulechov responded to a contentious governance vote that rejected transferring the protocol’s brand and IP to the DAO, outlining a broader vision that goes beyond core DeFi lending. He highlighted opportunities in real‑world assets, institutional lending, and...
FWIW I agree strongly with the spirit of this. Mechanics need to be refined though Tad equities don’t offer a way to reward long term holders I think crypto teams should figure out ways to deliver super pro rata of value to...

$ETH looks great. It broke above the 21-Day MA and is likely starting a new uptrend. As long as it remains above the 21-Day MA, it's party time and I expect Ethereum to outperform #Bitcoin, which would then result into more...

Crypto markets rallied on Jan. 2 as risk appetite returned after two flat holiday weeks. Bitcoin rose about 2.2% to roughly $89,900, while Ethereum jumped 4.4% to $3,120. Memecoins led the gains, with PEPE up 30% and DOGE up 11%, pushing...

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Such an amazing video Jen uses her @phantom wallet to pay with @USDC on @0xPolygon

An on‑chain investigator reports that hundreds of Ethereum Virtual Machine (EVM) wallets across multiple networks have been drained, with each victim losing less than $2,000. The likely entry point was a spoofed MetaMask email that delivered a phishing payload, according...
Good morning everyone, Classi pullback on #Bitcoin during the weekend, whether or not this is being influenced by the attacks in Venezuela. The direction is clear for January: up we go, as long as #Bitcoin remains above the 21-Day MA.
These “revenue” comparisons from Alex are so misleading. It’s worth being precise about how these models actually work Aero takes 100% of LP fees and rebates them back to LPs via token emissions / liquidity incentives. In practice, this looks like: “we...

Ilya Lichtenstein, the mastermind behind the 2016 Bitfinex hack that stole roughly 120,000 bitcoin, was released from a five‑year sentence after serving just 14 months. He credited President Donald Trump’s First Step Act for the early release and reiterated his...

It's a pretty crucial level for Bitcoin, which is coming up. First of all: - Break the 21-Day MA for a trend switch. This has happened. - Break $92K and accelerate towards $100K. That's going to be an interesting one next week for #Bitcoin....
If you feel like many of the biggest, most confident voices in Bitcoin seem to come from a different universe…you’re not imagining it. A large share of the people who shaped this space early were stacking or mining Bitcoin between 2011–2016,...

BitVentures Limited, formerly Santech Holdings, rebranded on Dec. 24 and within two weeks entered cryptocurrency mining by acquiring Bitmain Antminer hardware. The company secured 0.5 MW of power capacity across U.S. data centers to mine Bitcoin, Litecoin and Dogecoin, with deployment slated...
"I could just own $BONK with faith back in 2023 and 2024, because I knew the bull market was very early. I knew $SOL was going to go up, and I didn't need any other justification to hold this other...

$BTC.D Largest single day #Bitcoin dominance drop in over a month. Time for altcoins to make a run? https://t.co/dKAUYeRXn9

Bitcoin surged past the $90,000 mark, climbing about 2.5% in the last 24 hours and breaking the defensive trend that dominated late‑2025. Ether, Solana and XRP each posted gains near 4%, while crypto‑related equities such as Coinbase, Hut 8 and Galaxy...
It would be absolutely amazing if $BTC and $ETH go on a big run, leaving everyone behind being bearish.
“I think we're missing a massive consumer app in crypto, and the SocialFi angle (on the Base app) is fundamentally a massive use case that could onboard the next billion people.” - Jordan Yeakley https://t.co/EXt25W50Xq

In 2026, crypto regulation tightens across major markets as the U.S. Federal Deposit Insurance Corporation proposes a framework for banks to issue dollar‑pegged stablecoins, while the Federal Reserve lifts its ban on bank‑provided crypto services. Congress is set to pass...
I was bang on about $Floki If you listened to me you would have been up 23% in the last week…
"The thinking is that, at some point, having an extra dollar on the balance sheet is less useful for the company than acquiring an extra user." - Jason Pagoulatos on World Coin model https://t.co/EXt25W50Xq
"It ( $ZEC ) effectively traded like an onchain coin for most of its initial rally, which, I thought, was really interesting. I was kicking myself for not recognizing that earlier." - Jason Pagoulatos https://t.co/EXt25W50Xq
"After ( $HYPE ) TGE, you actually saw TVL continue to increase. You saw trading volumes continue to increase, which clearly demonstrated product market fit, organic traction, etc." https://t.co/EXt25W50Xq
"I really like $HYPE just from a protocol perspective, a fundamental business perspective." - Jason Pagoulatos https://t.co/EXt25W50Xq

There we go. Finally, $BTC breaks through its 21-Day MA. The final resistance test before a $100K test is happening. Better part; $ETH is outperforming #Bitcoin. https://t.co/aFbuoq9dlW
"Everybody lost on 10/10 (Oct. 10) - nobody won. Shorts didn't really win. Longs didn't really win. Dip buyers didn't really win." https://t.co/EXt25W50Xq
“When you remove two of these structural buyers off the market, it's kind of easy to understand or explain the dislocation in Bitcoin and gold over this 3, 6, 8-month period or whatever.” - Jason Pagoulatos https://t.co/EXt25W50Xq
"It's not a market that we saw in 2020, where we just have massive liquidity stimulus, injections, and every alt coin on your watch list is up 10, 15, 20%." https://t.co/EXt25W50Xq
“Past cycles have been driven by bigger trends outside of crypto, namely liquidity-based trends. And right now, we're starting to see a lot of those headwinds that have been present for the last year or so.” - Jason Pagoulatos on the four-year...
“Price action does look eerily similar to past cycles. When you look at technicals or market structure, you have similar double peaks; long-term momentum indicators have started rolling over.” - Jason Pagoulatos on the four-year bitcoin cycle https://t.co/EXt25W50Xq
POLL: Do you think Bitcoin and crypto will finish this year with a green yearly candle? $BTC $ETH $SOL $XRP

#Bitcoin up 2% today and Twitter is acting like it just broke a new all time high. We need to get hobbies. https://t.co/DEH4jHEVwR

If you just zoom out and look at the #Bitcoin logarithmic chart it's the most bullish thing you ever did see. https://t.co/KXnEcZ1Noi

$ZEC Cocky late buyers are getting smoked right now. This is why I said patience after target was reached. Got a lot of nasty comments about it. Still rejecting at resistance. Careful, if it loses that breakout level could drop hard. https://t.co/I77hYjXMam

#Bitcoin Maybe a triangle here. Kind of an odd one with weird price action in here. I'd say it needs to break $90,300 to have a chance at a real pump. https://t.co/vLZGQaPfCA

$DECK As long as it holds above $102 support has nice upside potential of this spring. https://t.co/kD2TmgsxJG