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:

Bitcoin dropped over 25% in a month, yet institutions doubled down, treating the cryptocurrency as a long‑term reserve asset. Simultaneously, football’s fan‑token ecosystem—dubbed SportFi—has expanded to nearly 100 clubs, generating daily trading volumes near $1 billion. Token prices now move minute‑by‑minute with match events, giving fans a familiar way to engage with crypto markets. This dual top‑down and bottom‑up momentum positions football as the next major gateway for mass crypto adoption.
How to Trade Prediction Markets Without an Opinion on the Event The prediction markets competition is just heating up 🍿 In this @Unchained_pod episode, @markus10x joined me to discuss: 🔮 Who is likely to come out on top 👀 Whether the POLY drop could...

The sweep is already happening on $BTC. It's great that it's happening on Sunday, so then Monday will be positive. CME Gap at $90.4K, and ETH is holding up slightly better than Bitcoin. No guarantee, of course, however, I don't think...

Spanish police dismantled a transnational kidnapping ring that targeted a couple for access to their cryptocurrency wallets, resulting in the murder of the male victim. Five suspects were arrested in Spain and four accomplices were charged in Denmark, with two...
The Holy Trinity of Privacy: Zcash, Near, Starknet - @Zcash: The safe haven that provides you shelter - @NEARProtocol: The way to conveniently get in and out of that safe haven - @Starknet: The lively, functional city built within that safe haven This combination...

Small‑cap crypto indices have slumped to four‑year lows, with the MarketVector Digital Assets 100 Small‑Cap Index and CoinDesk 80 losing roughly 40% YTD in 2025. By contrast, the S&P 500 and Nasdaq‑100 delivered double‑digit gains of about 17‑18% each year, compounding...
0/ 199 talks at @SolanaConf Breakpoint 2025 Over the next few days I'll watch all of the ones that catch my interest, and post my favorites as replies in this thread When I'm finished, I'll quote tweet this so you have one...
I wouldn't be surprised if we have a classic sweep on Monday taking place on #Bitcoin. After that; upwards trend back on. It's going to be a significantly volatile week as the BoJ decides whether they are going to hike...

Bitcoin’s traditional four‑year cycle remains intact, but its drivers have shifted from the protocol‑based halving to political events and liquidity conditions, according to 10x Research analyst Markus Thielen. He points to the 2013, 2017 and 2021 peaks, all occurring in...
Feeling good about the progress we've made this year with Solana, excited to keep building together 🤝
Great articulation of the power of economic freedom Crypto helps create property rights, sound money, and free trade for all. It’s not a panacea though - still need to deregulate, eliminate corruption, and more.

Standard Chartered and Coinbase have broadened their alliance to create a full‑stack crypto infrastructure for institutional clients. The expanded scope covers trading, prime brokerage, custody, staking and lending services, leveraging the bank’s cross‑border banking expertise and Coinbase’s institutional platform. The...
Bitcoin and Zcash are Hard Money: Proven, decentralized, PoW assets. Starknet is making them Programmable: Adding a high-speed, low-costs, simplified UX economy layer. The result: Programmable Hard Money
Heading out to the airport to fly to Washington DC to give a very brief, 10-minute, talk about Zcash at the SEC. I’m grateful for the opportunity, but I’m already looking forward to being back home in Colorado. https://t.co/5hXkmx0uMp

TRM Labs reports that Venezuela’s stablecoin usage is set to expand as economic instability persists. The bolívar’s ongoing devaluation and sanctions have pushed citizens to rely on peer‑to‑peer platforms and USDT for payments and remittances. Venezuela ranks 18th globally and...
Too many people think short-term in this crypto space. Zoom out and imagine where Bitcoin will be in 10 years.
What meme coins and altcoins should I look at during the stream this week?
The SEC released new educational material aimed at retail investors, emphasizing the growing importance of custody decisions in the crypto market. Michael Saylor reiterated that Bitcoin hoarding will persist, arguing it secures the asset’s position within the Nasdaq‑100 index. At...
This week: The FED cuts rates. This week: The FED started the money printer. However, #Bitcoin dropped and the crisis has already started. Why? Let's talk about it here: https://t.co/94BBtNAqrK
if you were designing money from scratch today, you’d get crypto.

Analyst Jeff Park warns that long‑term Bitcoin whales are suppressing spot BTC prices by selling covered call options. Market makers buying these calls must hedge by offloading Bitcoin, creating sell‑side pressure despite strong ETF demand. The strategy has helped Bitcoin...
In Ethereum, many client implementations led to lowest common denominator setting execution pace In Solana, multiple client implementations led to a rivalry in which the client teams compete to beat each other
If dz could reliably solve ddos filtering without dropping rpcs it’s gonna be essential for high performance blockchains

The U.S. Securities and Exchange Commission has issued its first investor bulletin on crypto custody, outlining best practices for wallet storage and risk management. The guide contrasts self‑custody with third‑party custodians, highlighting issues such as rehypothecation and asset commingling. It...
1 billion volume. Absolutely remarkable https://t.co/Nrk7ZJ9eR2
$ETH Ethereum needs to try to reclaim the multi-year Downtrend it had lost as support last month to try to get closer to $4000 #ETH #Crypto #Ethereum

Bitcoin has rebounded above $90,000, a 15% gain from its November low near $80,000, while three on‑chain cost‑basis metrics converged around the $80k‑$84k range. The True Market Mean sits near $81,000, the U.S. spot ETF cost basis is about $83,844,...
If you are a new solana founder just grinding on launching your first app, launch first on @solanamobile seeker. This is the easiest way to get your first 10k users. Right now the ecosystem is big enough to...
Crypto things you might have missed week of 12/8/2025 #cryptonews #crypto #cryptowendyo

Bitcoin’s options market now holds roughly $55.8 billion in open interest, with Deribit accounting for about 84% of that exposure. The vast majority of contracts converge on a single expiry—December 26, 2025—centered around the $100,000 strike. Gamma is tightly packed between $86,000 and...
Many #Altcoins and trends are currently fighting the dailly 20-MA. Next week will therefore be decisive, with all the news events that are taking place. If the Web 3 assets can break through that 20-Day MA, it would that the first uptrend...
Little harsh correction on $ETH. This has given the markets a pullback and many #Altcoins to be hitting new lows again. Not great, it's still holding the Daily 20-MA, but given that Sunday/Monday are usually corrective, I wouldn't give it...

2025 served as a test case for crypto initial public offerings, with Circle, Bullish, and Gemini successfully listing. Industry experts say the real test arrives in 2026, when investors will judge whether digital‑asset IPOs can sustain momentum amid price volatility....
Tether has offered to buy a majority stake in Italy’s Juventus Football Club for €1.1 billion This represents a 21% premium over Juventus’ closing price of €2.19 on Friday With Tether dominating half the stablecoin market, profits have to go somewhere Last cycle...

Pudgy Penguins, the 2021 NFT collection of 8,888 cartoon penguins, has purchased a $500,000 advertising slot on the Las Vegas Sphere for Christmas week, featuring multiple animated segments. The high‑profile placement signals the brand’s push into mainstream, real‑world consumer markets. Under...

The Bank of Japan is set to raise its policy rate by 25 basis points to 0.75%, the highest level in three decades, with the decision slated for Dec. 19. A stronger yen and tighter global liquidity from the hike could...
$ARB has been constantly growing their TVL and the activity within the ecosystem. The token, nonetheless, has decreased substantially in the same period of time. That's what I refer to as 'mispricing' or a 'divergence'. At some point in time, the markets...
IMO Solana needs Alpenglow to really be out of beta.
The @solana breakpoint effect is real
.@spark’s ecosystem is starting to stack all the ingredients and 3rd party capabilities of the most successful digital asset networks. But… it’s built on Bitcoin that dwarfs the liquidity of all other networks combined. So bullish.
Integrity, Service and Leadership matter immensely. Congrats to @Circle President Heath Tarbert on this recognition and achievement. https://t.co/i35E0l9bKQ
Wen 300m CUs per second @bw_solana
Blockspace is a commodity. State contention is not.
This is what a founder with revenue and no token looks like. OPOS
Be honest, what's your worst investment in this cycle?
Everything that apps need now and will need in the future: - ZK-STARKs -- for privacy, scale, and PQ security - Native AA -- for optimized UX - Decentralization -- to ensure self-custody and security. Long-term vision, no shortcuts, @Starknet.
The CFTC recently approved trading of spot crypto products on registered futures exchanges. 🚀 Here's what @kkirkbos says is the real utility 💡 https://t.co/8Z0YmlwiJS
When the uptrend ends at one asset, the downtrend ends at another. That's how markets work. That's why risk off risk on is such an important phrase to understand. That's why Gold stops & #Bitcoin breaks out.
Pretty much the only meme I’m bullish on rn Otherwise most alts are going to zero.
Care about developer rights? ⚖️ @TuongvyLe12 explains why the Samourai Wallet developer @keonne will be doing five years in prison — and how you can sign a petition for his pardon. ✍️ https://t.co/ex8NzzAfWM