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:

Crypto privacy entered 2025’s regulatory spotlight and will intensify in 2026 as developers launch compliance‑friendly tools. Legal battles against mixers like Tornado Cash and Samourai Wallet highlight regulators’ view of non‑custodial services as money‑transmitters. In response, a new “pragmatic privacy” stack is emerging, combining protocol‑level encryption, user‑focused operational security, and compliant perimeter solutions such as Privacy Pools. These tools aim to preserve anonymity while proving sanction compliance, reshaping the privacy‑vs‑regulation dynamic.
Welcome to 2026! Milady is back. Ethereum did a lot in 2025: gas limits increased, blob count increased, node software quality improved, zkEVMs blasted through their performance milestones, and with zkEVMs and PeerDAS ethereum made its largest step toward being a...

Santiment flagged Solana whale accumulation as the top crypto trend on New Year’s Day 2026, noting repeated purchases of 10 or more SOL by large wallets. Despite a 46% price decline over the past three months, liquidity remains strong and...

South Korean exchange Bithumb has identified over $200 million in dormant crypto assets spread across 2.6 million inactive accounts, some untouched for up to twelve years. The largest single dormant balance is about $2.84 million, and certain holdings have posted gains exceeding 61,000 %...
2025 moved fast and it’s only looking back that we realize how much momentum we built together. From major regulatory milestones, to new products and markets, to seeing https://t.co/dwRH3YcIjT show up in everyday moments around the world — this year was...
The past year wasn't the year of the #Altcoins. It was the year of commodities, as Gold and Silver have been doing great. Which assets do I expect to do well in 2026? Watch the update here: https://t.co/rnVQr4be5N

Tether announced on New Year’s Eve that it purchased an additional 8,888 Bitcoin, bringing its disclosed holdings to more than 96,000 BTC. The acquisition, valued at roughly $780 million, cements the stablecoin issuer as the fifth‑largest Bitcoin address worldwide and the...

⚠️ If you could only buy and hold one altcoin for the whole year which one would it be? https://t.co/eCOExfEpDX
Absolutely, still bullish. On Starknet On Bitcoin On Ethereum On Zcash On Near On ZK On Privacy On Freedom-tech We are building something that matters, so I'm bullish.

Trader Vida claims a $1 million profit by exploiting abnormal activity in the BROCCOLI714 memecoin on Binance. The token surged then reversed after unusually large spot buy orders, prompting a long‑short strategy. Binance denied any hack, stating its risk controls operated...

Bitcoin closed 2025 in the red, falling more than 30% from its $126,080 all‑time high and marking the first post‑halving year the cryptocurrency ended lower than it began. The April 2024 halving, which traditionally triggers a multi‑year bull run, failed...

Coinbase’s head of investment research, David Duong, predicts that the forces driving crypto adoption in 2025—spot exchange‑traded funds, stablecoins, and tokenization—will compound in 2026. He cites faster ETF approvals, expanding stablecoin use in delivery‑vs‑payment (DvP) structures, and broader acceptance of...

Amir Zaidi has rejoined the CFTC as chief of staff after a six‑year break, bringing back the expertise that helped launch the agency’s regulated Bitcoin futures in 2017. His prior tenure (2010‑2019) included directing the Division of Market Oversight, where...

The Reserve Bank of India (RBI) has called on nations to prioritize central bank digital currencies (CBDCs) over privately‑issued stablecoins, citing financial‑stability risks. In its December financial‑stability report, the RBI argued that CBDCs preserve the “singleness of money” and should...

U.S. Representative Warren Davidson warned that recent crypto legislation, especially the GENIUS Act, could pave the way for a permissioned central bank digital currency and mandatory digital ID, effectively turning the United States into a surveillance‑focused financial system. He argued...

U.S. Senate Banking Committee is slated to hold a markup on the Responsible Financial Innovation Act in the second week of January, moving the digital‑asset market‑structure bill forward after months of delay. The legislation, which builds on the House‑passed Digital...

JPMorgan Asset Management has tokenized a traditional money‑market fund, launching the My OnChain Net Yield Fund (MONY) on the Ethereum mainnet. The fund invests in U.S. Treasuries and Treasury‑backed repos, offering daily dividend reinvestment and redemption via cash or stablecoins....

A divorced Bitcoin investor lost his entire retirement fund—a full Bitcoin—after falling victim to an AI‑driven romance scam. The fraudmer used synthetic portraits and real‑time deep‑fake video calls to build a convincing relationship before extracting the funds. This case illustrates...
Interesting predictions. My prediction is somewhat close to @bobbinth's: As we move towards the practical phase of building Privacy products, we'll need to start balancing the different tradeoffs (though I think it will be more around UX, composability). Yes, Zcash showed the way...

Following the 2024 elections, roughly 270 lawmakers with crypto‑friendly stances entered the 119th Congress, bolstered by advocacy groups like Stand With Crypto and PACs such as Fairshake. In July, the House passed three bills during a Republican‑led “Crypto Week,” including...

2025 has been an interesting year, I can't wait for 2026 This past year was about learning, building, and making progress. Not always visible progress, but real progress nonetheless. On a personal level, I got engaged to the love of my life,...

Crypto billionaires faced steep declines in 2025, with Michael Saylor losing $2.6 billion and his net worth falling to $3.8 billion after an October flash crash. The Winklevoss twins saw a 59% drop, while Binance founder CZ Zhao shed about 5% of...

Base is aggressively promoting creator‑coin tokens on its L2, largely through a partnership with NFT marketplace Zora. The initiative has spurred a surge in daily token mints, overtaking Solana in August, and keeps the network processing more than 10 million transactions...

Bitcoin is projected to hit a low around $60,000 in the fourth quarter of 2026, extending the price decline that began in late 2025. Analyst Michael Terpin sees the dip as a buying window before the 2028 halving sparks a...
Everyone is bearish at #Bitcoin, at $88K. Just a few years ago, #Bitcoin was $16K and classified dead. This period, and that stage in 2022, are quite comparable. I've discussed this with @danheld, including his outlook for 2026 and the expectations surrounding the...

Trump Media and Technology Group announced a partnership with Crypto.com to distribute a new digital token to DJT shareholders, issuing one token per whole share on Crypto.com’s Cronos blockchain. Token holders will receive periodic rewards, including discounts on Truth Social,...

Strategy, Michael Saylor’s Bitcoin investment vehicle, bought 22,628 BTC in December, bringing its total holdings to 672,497 BTC – roughly 3.3% of all Bitcoin. The cryptocurrency’s price slipped 4% in the month, trading around $88,000 and poised to close the...

Cointelegraph queried four leading AI models in December 2025 to generate base‑case 2026 price ranges for eight major cryptocurrencies. The models converged on a maturing market, with Bitcoin projected between $85,000 and $250,000 and Ethereum between $3,000 and $18,000, reflecting...
New Year is a good time to remind that blockchain is about freedom, independence and true ownership of your assets. In other words, Blockchain is so you Own Your Life. This is done by shifting power from centralized Big Brothers, and...

KBW upgraded TeraWulf (WULF) to Outperform and lifted its price target from $9.50 to $24. The broker argues the market undervalues the company’s transition from Bitcoin mining to AI and high‑performance computing (HPC) leasing. Analysts project a 505% EBITDA compound...

Ethereum has been confined below the $3,000 level as repeated breakout attempts fail, eroding trader confidence. Network fees have dropped 26% even though transaction volume rose 10%, indicating weaker demand for on‑chain processing. Ether‑linked ETFs have seen $307 million of net...

On‑chain analysts flagged $94 million in USDC withdrawals from the Official Trump memecoin’s liquidity pools, including a $33 million transfer routed through Fireblocks to Coinbase. Launched just before the 2025 inauguration, the token peaked at $75.35 before plunging below $5, a 90 %...

In 2025, XRP and Solana experienced realized volatility of 80% and 87% respectively, roughly twice Bitcoin's 43% level. Altcoin ETFs have attracted $1 billion for XRP and $763.9 million for Solana, yet their liquidity remains shallow compared with Bitcoin’s $56.96 billion in spot...

Absolutely wild times for anyone in hte commodities markets. Platinum rallied to $2,500 and drops more than 20% in three days. To be fair, this excessive amount of volatility in these markets are usually a sign that it's at the end...
For every person who was disappointed by Bitcoin’s performance this year, remember that bitcoin has no top because the dollar has no bottom.

Bitwise has submitted a Form N‑1A to the SEC proposing eleven single‑token “strategy” ETFs, each focused on a specific altcoin such as Aave, Uniswap, Zcash, Sui and Near. The funds will combine direct spot holdings with exposure through exchange‑traded products...

Good chance #ETH spends some time in its lower regression band in 2026 before expanding out of it in 2027/2028. According to this model, the current "fair value" of ETH is $1987. https://t.co/nXy81dPdhm

2026 will be Ethereum’s SIXTH yearly candle in the same price zone FINALLY SEND IT ABOVE $5K 📈 https://t.co/1DI4Sej5GX
New Year's Eve Bitcoin Prices 🎇 2013: $755 2014: $320 2015: $430 2016: $965 2017: $14,155 2018: $3,740 2019: $7,195 2020: $29,000 2021: $49,305 2022: $16,595 2023: $42,560 2024: $95,650 2025: $87,650
Crypto things you might have missed: -XRP called 'foundational' by $1.7T @FTI_Global -XRP ETFs log 30 straight days of inflows -Bitwise files for 11 new altcoin ETFs -ETH 2026 supercycle -Grayscales sees regulation shaping crypto in 2026 JOIN THE 10:30 AM LIVESTREAM ON YOUTUBE
Some 2026 predictions: - BTC and metals ATH - Crypto industry consolidation; market structure legislation passes - A tech/internet outage cascades - Iran revolution - D wins house R keeps senate - AI capex bubble grows
Crypto will disrupt the very rails on which human society runs. It will change Money, the Internet, what we define as Common Knowledge, how we conduct ourselves in society. I strongly believe this. It’s not a question of if, but when.
THIS WEEK: Bitwise filed to launch 11 new crypto ETFs $ZEC $TRX $UNI $NEAR $HYPE $TAO $SUI $AAVE $ENA $CC $STRK

$8,610,000,000 in shorts will get liquidated if $BTC hits $100,000 $6,600,000,000 in longs will get liquidated if Bitcoin hits $80,000 today https://t.co/nnAeDSIQrd

Since bottoming in April, ETH/BTC has gained 91% 📈 2026 could be explosive for $ETH 🚀 https://t.co/I91p8LAQ8d
We currently hold 5,000 bitcoin at $BRR. We started at 0. Every bitcoiner knows you never have enough.

That's a valid bullish divergence on the daily timeframe for BTCUSD vs. Gold. Interested to see where that leads us into 2026. https://t.co/D6ei8HsIDy
Love Ethereum? Love Bitcoin? Love Zcash? You can build for ALL by building on @Starknet.
Manus feels like the first time general purpose agents feel legit Big opportunity for implementing zkTLS on top of Manus

I'll just keep updating the same chart on #Bitcoin. It's moving to the right, that's the conclusion. There's no clear direction, and price is literally pingponging between two crucial levels. Really keen to see how this is going to develop itself from tomorrow...