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:

StraitX will debut its Singapore‑dollar (XSGD) and U.S.‑dollar (XUSD) stablecoins on the Solana blockchain in early 2026, allowing users to swap SGD and USD instantly on‑chain. The tokens already hold market caps of $13 million and $50 million and have processed over $18 billion in transaction volume across multiple chains. Solana gains its first native SGD stablecoin, expanding a $15.7 billion stablecoin ecosystem that previously only featured USD and AUD. The launch is backed by the Solana Foundation and targets AI‑driven micro‑payments and broader DeFi use cases.

Glassnode’s on‑chain data shows Bitcoin fell 26 % over the past three months but still outperformed most crypto sectors, which saw steeper declines. Ether dropped 36 %, AI tokens 48 % and memecoins 56 % in the same period. The analysis highlights a capital...

A critical remote‑code‑execution flaw in React Server Components, catalogued as CVE‑2025‑55182 and dubbed React2Shell, is being actively exploited. The vulnerability impacts React versions 19.0 through 19.2.0 and any framework that bundles these packages, such as Next.js, putting thousands of websites...

Cathie Wood’s ARK Invest added roughly $59 million to crypto‑related equities on Monday, buying Coinbase, Bullish, Circle, Bitmine Immersion Technologies and CoreWeave as the sector endured a multi‑day selloff. Prices across the group fell between 6% and 11% during the session,...

MetaMask announced native Bitcoin support, allowing users to buy, swap, send, and receive BTC directly within the wallet. The feature arrives ten months after a February tease and joins existing integrations with Ethereum, Solana, Monad and Sei. Bitcoin transactions will...
WHAT IF a US State registered stocks & bonds *natively* on a permissionless #blockchain, so that it wouldn't be just a tokenized claim on an analog asset recorded in a centralized database?? Tried to help Delaware do that in 2015,...
#Bitcoin: The Bear Market Blues https://t.co/geezz6QDuX

U.S. President Donald Trump announced he will review the case of Samourai Wallet co‑founder Keonne Rodriguez, signaling a possible pardon. Rodriguez and fellow founder William Lonergan Hill were sentenced in November to five and four years for operating an illegal...
"KOLs drain your liquidity then leave". This is why I almost always turn down token deals. If you sell your tokens they hate you. If you hold your tokens you end up broke. Either way, the creator loses something to promote the game.
BULLISH 🚨 SEC Chair Paul Atkins said "we must admit that crypto's time has come." Here we go! https://t.co/4Y1yfuNCTs

In this episode, Andrew Nguyen, Co‑Founder and CTO of Canopy Network, explains how their recursive architecture enables a peer‑to‑peer launchpad that lets application‑specific chains bootstrap each other into independent, secure ecosystems. He highlights the benefits of limitless infrastructure for appchains,...
A good deep-dive by @Akshat_World on why he keeps 5-10% of his portfolio in Bitcoin and why all investors should atleast consider allocating to Bitcoin. https://t.co/FChXyklGTb
"PRICE is the least interesting aspect of #bitcoin."

SBI Holdings and Startale Group have signed an MOU to create a fully regulated, yen‑denominated stablecoin for global settlement, with issuance handled by Shinsei Trust & Banking. The token will complement Startale’s USDSC dollar stablecoin and aligns with Japan’s new...
There are many mechanisms available in the TradFi toolkit to suppress Bitcoin prices. However, the supply of Bitcoin is finite so it can’t be kept down forever. Eventually price must reconcile with demand and scarcity. That day is coming soon....
$90k is the new $9k.

Japanese financial conglomerate SBI Holdings and Web3 infrastructure firm Startale have signed an MoU to create a fully regulated yen‑denominated stablecoin, to be issued by Shinsei Trust & Banking and circulated via SBI VC Trade. The token, designed for tokenized...
#Bitcoin is going to pump Eventually Some day Guaranteed

PayPal has filed for a Utah industrial bank license to launch PayPal Bank, a new lending arm that will provide business loans and interest‑bearing savings accounts. The company also applied for FDIC deposit insurance, signaling a move beyond its payments and...
Ripple launched a multichain pilot for its RLUSD stablecoin, deploying it on Ethereum layer‑2s and bridging via Wormhole to test cross‑chain liquidity. Spanish and Danish police arrested a crypto‑linked kidnapping gang tied to a Málaga murder, highlighting law‑enforcement focus on...

The episode announces Bitcoin Investor Week, a February event in New York gathering top investors, CEOs, and policymakers to discuss Bitcoin’s growing role in institutional finance, corporate balance sheets, and personal portfolios. It emphasizes that despite volatility, institutional inflows and...

Nasdaq announced plans to file with the SEC for a 23‑hour trading schedule, extending stock and exchange‑traded product sessions to five days a week. The new timetable would run a day session from 4 a.m. to 8 p.m. ET, a one‑hour pause,...

The UK Treasury has set October 2027 as the launch date for a comprehensive crypto‑asset regime that will require exchanges, custodians and other intermediaries to obtain FCA authorisation under FSMA‑style rules. The FCA’s consultation expands the regulatory perimeter to include stablecoin...
For the fourth time in the history of #Bitcoin, the RSI against Gold is hitting <30. The previous three times this occurred: - Bottom in 2015 bear market. - Bottom in 2018 bear market. - Bottom in 2022 bear market. It's not a guarantee, but...

Bitget has opened a private beta for a TradFi trading feature that lets crypto users trade major fiat pairs, gold and stock derivatives using Tether’s USDt as collateral. The service merges traditional markets with Bitget’s existing crypto spot and derivatives...
WendyO x @forbes Wendy says policy developments will be a key driver of bitcoin’s next move, do you agree? #forbes #crypto #bitcoin #cryptowendyo

SEC Chairman Paul Atkins warned that unchecked government access to blockchain data could turn crypto platforms into a mass‑surveillance tool, likening it to a financial panopticon. He emphasized that while crypto can enable privacy‑preserving compliance solutions, current policy gaps risk...
Today @Circle announced the signing of an agreement to acquire @interop_labs team and IP with the deal expected to close in early 2026. The Interop Labs team is extraordinary and their technology in crypto and blockchain infrastructure has been at...
$AAVE aligned. https://t.co/0E3sSpV7S4

The UK Supreme Court refused to hear Bitcoin Satoshi Vision (BSV) investors' appeal, leaving in place lower‑court rulings that sharply narrowed a $13 billion lawsuit against major crypto exchanges. The decision underscores that UK courts will not enforce claims based on...
SEC Chair Atkins warned that blockchains could become the most powerful financial surveillance system ever if governments treat every wallet, transaction, and protocol as a monitoring point. He said there is a path forward that balances national security and innovation without...
Michael Saylor predicts Bitcoin to hit $150,000 by the end of this year. What's your take on this? https://t.co/nAQ443ARJX

Veteran trader Peter Brandt warned that Bitcoin has broken its long‑standing parabolic advance, a pattern that historically precedes steep corrections. The cryptocurrency is already about 20% below its all‑time high, and Brandt suggests an 80% drawdown could be possible if...
Privacy keeps coming up in institutional blockchain conversations On @bitsandbips, Tradeweb’s @egkirby pointed to Canton Network as being designed specifically for institutional privacy needs. @ramahluwalia calls it a great play for TradFi. https://t.co/Fg1203QMqr
"Ethereum is TradFi chain" -- @ramahluwalia

BlackRock announced seven senior digital‑asset hires—six in the United States and one in Singapore—to accelerate its crypto and tokenization initiatives. The U.S. roles will expand the iShares digital‑asset ETF suite, including the $70 billion‑AUM iShares Bitcoin Trust, while the Singapore position...
JPMorgan goes onchain, using Ethereum "Ethereum is VERY appealing to Wall Street " - @perkinscr97 https://t.co/Fg1203QMqr
How JPM's Tokenized money market fund might compete with stablecoins ... 👇

Crypto exchange‑traded products (ETPs) recorded $864 million in net inflows last week, with the United States contributing roughly $796 million. Bitcoin and Ether products dominated the inflows, pulling in $522 million and $338 million respectively, while Solana and XRP added modest amounts. Multi‑asset crypto...
Trading prediction markets LIVE ft. @JoeyMoose https://t.co/0ZCkS9UgZE
Bullish on stablecoins and USDC. It’s now easy for businesses to operate across borders, and progress/adoption is only accelerating since GENIUS passed. Coinbase has integrated stablecoin payments across our entire suite of products. https://t.co/5FGPWGCpJc
They're talking about the terrible NYT article on the SEC and crypto‼️
JPMorgan Goes Onchain as the Fed Cuts & Why Bitcoin Can’t Break Out - Bits + Bips https://t.co/Fg1203RkfZ
Some End of Year Thoughts https://t.co/oFWWeKPmRU
If you’re on Phemex this month, you’ll probably want the event page. Take a look here as theres up to $3M up for grabs: https://t.co/bTikBNEs12 Not financial advice. Always DYOR.
The Gold/BTC chart is flashing a golden cross on the monthly Last time we had a golden cross, $BTC went down With all the expected macro tailwinds (QE), will Bitcoin break this pattern, or will history rhyme again? https://t.co/nCixY1kWRM
Californians have been banned from staking on Coinbase since 2023. Customers in CA should be allowed to stake, just like our customers in 46 other states can.
DeFi will win.
Introducing Gemini Predictions, now live across all 50 US states 🇺🇲 Users can trade on outcomes of real world events with near instant execution and full transparency. https://t.co/1wRhkLCEG5
DISGUSTING Altcoin Season IS OVER Small-Cap Cryptos Imploding XRP and SOL THRIVING https://t.co/zmupTwFcQp