
Bitcoin Fails to Hold Above $97K as Rally Cools
Bitcoin slipped below the $97,000 threshold on Jan. 15, hovering around $96,035 as the broader crypto market steadied after two days of rally. Total market capitalization dipped to roughly $3.34 trillion, a 0.8% decline, while most top‑10 assets traded flat except for modest moves in TRON and Dogecoin. Glassnode labeled the price action a "transitional phase," noting thin futures liquidity and limited organic demand. Spot Bitcoin ETFs continued to attract strong inflows, topping $843 million for the day.
Bitcoin Rips as ETF Flows Flip Bullish
Bitcoin surged toward $98,000 as spot and futures ETFs recorded a net inflow of $1.71 billion this week, reversing the prior week’s $681 million outflow. The inflows extended to ETH, SOL and XRP ETFs, pushing the Crypto Fear & Greed Index up...

Senate Delays Key Crypto Bill Markup
The Senate Banking Committee’s long‑awaited markup of the crypto market‑structure bill was postponed just hours before it was set to begin, leaving the legislation without a new date. Coinbase CEO Brian Armstrong withdrew his support, warning that the draft could...

Why Gold and Bitcoin Work Best Together
Bitwise analysts Juan Leon and Mallika Kolar found that pairing gold with bitcoin yields superior performance across full market cycles. In downturns, gold dampens losses while bitcoin often falls harder; during recoveries, bitcoin leads the rally and delivers outsized gains....
Explore Multiple High Yield Strategies on Drift Protocol
Drift Protocol on Solana merges perpetual futures, spot markets, lending and staking, creating a unified DeFi hub. The platform now holds $614 million in deposits and has processed over $140 billion in trading volume, underscoring its scale. Version 3, released last month, adds...

Buterin Calls for Ethereum Updates to Ensure Blockchain Outlasts Its Developers
Ethereum co‑founder Vitalik Buterin urged the network to become self‑sustaining, coining a "walkaway test" that measures resilience when core developers step back. He argues the protocol should remain usable and secure without constant upgrades, relying on stable core rules. To...

Tether Freezes $182 Million in USDT on Tron
Tether froze roughly $182 million worth of USDT on the Tron network, blacklisting five addresses in a single‑day action. The amount exceeds the total USDC ever frozen by Circle, marking a historic enforcement move on Tron. Tether said the freeze responded...

Premium Investor Report #495
Brevis Network: Verifiable Marketplace

Brevis Network: Verifiable Marketplace
Brevis Network unveiled ProverNet, a mainnet‑scale marketplace that lets smart contracts request and receive zero‑knowledge proofs for complex on‑chain data without relying on trusted indexers. The platform introduces the BREV token, which fuels staking, rewards, and economic security for proof...

Circle Internet Group Inc (NYSE: CRCL)
Circle Internet Group (CRCL) operates USDC, a regulated digital‑dollar stablecoin, and provides the on‑chain infrastructure that enables institutions to move, store, and settle funds. With a market capitalization of roughly $19 billion, Circle positions USDC as one of the most trusted...
Solana: Can 2026 Top Last Year’s Performance?
Solana’s ecosystem posted record growth in 2025, with app revenue reaching $2.39 billion and network revenue climbing to $1.48 billion, a 48‑fold increase over two years. The blockchain now supports 3.2 million daily active wallets and leads DEX volume and tokenized‑stock market cap....

Sei Network Warns USDC.n Could Become ‘Inaccessible’ After March
Sei Network announced that its upcoming SIP‑3 upgrade, slated for March, will convert the chain to an EVM‑only architecture, ending support for Cosmos‑native assets such as the bridged USDC.n stablecoin. The team warned that USDC.n could become inaccessible or lose...

Clone-X NFTs Soar 200% as Nike Sells RTFKT
Nike quietly sold its NFT studio RTFKT, now rebranded as Artifact, triggering a sharp rebound in the Clone‑X collection. After a year‑long shutdown that drove the floor price to a 99.7% low of 0.07 ETH, the floor jumped to 0.3 ETH—a 200%...
Carrot Offers High DeFi Yields on Solana
Carrot is a Solana‑based yield‑aggregating DeFi protocol that issues the CRT token to represent deposits and automatically harvest yields from stablecoin strategies across platforms such as Kamino, MarginFi and Jupiter Lend. The protocol offers no lock‑up periods, a modest 0.05 % redemption...
Carrot Offers High DeFi Yields on Solana
Carrot is a Solana‑based yield‑aggregating DeFi protocol that issues the CRT token, which accrues returns from stablecoin strategies on platforms such as Kamino, MarginFi, and Jupiter Lend. Users deposit stablecoins, the protocol reallocates them across these strategies, and CRT holders...
Crypto Pumps. Dump Next?
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...

Lighter Users Report Withdrawal Issues After Perp DEX Launches LIT Token
Lighter, a leading Ethereum Layer‑2 perpetuals DEX, launched its native LIT token early Thursday, prompting a surge of withdrawal requests that stalled the platform. Users reported a “Too many L2 Withdrawals” error and the exchange has not issued a comment....
Get High Yields on ETH and Stables With Fusion
Fusion, IPOR’s on‑chain yield‑optimization platform, aggregates DeFi strategies into composable vaults across Ethereum, Arbitrum, Base, Avalanche and other chains. Users deposit ETH or stablecoins and the protocol automatically allocates capital to lending, looping, carry trades and arbitrage, while earning Fusion...

NIGHT Jumps After Charles Hoskinson Backs XRP DeFi Integration
The NIGHT token jumped more than 11% after Cardano founder Charles Hoskinson touted its role in expanding private DeFi to XRP and other blockchains. Midnight, a privacy‑focused partner chain to Cardano, positions NIGHT as the native asset for confidential transactions....

Daycare Fraud Journalist Tokenizes Content on Base
Coinbase CEO Brian Armstrong publicly backed journalist Nick Shirley’s creator token $thenickshirley on the Ethereum Layer 2 Base, sparking immediate market attention. The token launched on Dec. 28, quickly reaching a $9 million market cap before tumbling 66% to $3 million the next day. Despite...
Folks Finance – A Quiet DeFi Rebuild
Folks Finance, originally launched on Algorand, has completed a V2 upgrade and expanded to multiple EVM‑compatible chains, positioning itself as a cross‑chain capital‑efficiency platform. The protocol now holds roughly $80 million in TVL and has introduced its native FOLKS token, whose...

Crypto.com to Hire In-House Market Maker for Prediction Markets
Crypto.com announced it will build an internal market‑making team to support its new prediction‑market offering, hiring a quant trader to trade contracts tied to sports outcomes. The firm emphasized that the in‑house market maker will not use proprietary data or...
Earn Set-and-Forget Yield on YO Protocol
YO Protocol, a cross‑chain yield‑optimization platform, now manages $62.31 million in total value locked and offers up to 7.22% APY on stablecoin deposits. The protocol issues yield‑bearing yoTokens such as yoETH, yoUSD, and the forthcoming yoGOLD, which will earn yield on...

Justin Sun’s Locked WLFI Tokens Lose $60 Million in Value: Bubblemaps
Justin Sun’s locked World Liberty Financial (WLFI) tokens have lost roughly $60 million in paper value since September, after the project blacklisted 272 wallets for security concerns, including one tied to Sun. The blacklist freezes Sun’s holdings, preventing any movement of...

Crypto Markets Rally Ahead of Holidays
Crypto markets nudged higher on Dec. 22 as investors positioned ahead of the Christmas break. Bitcoin rose 2.5% to $90,125 and Ethereum jumped 3.2% to $3,060, lifting the total market cap to $3.13 trillion, up 2% in a day. Altcoins SKY and...

Bitcoin’s Demand Boom Is Fading: CryptoQuant
On‑chain research firm CryptoQuant says Bitcoin’s demand boom is fading as the third wave of spot demand rolls over. The rally, driven by U.S. spot Bitcoin ETFs, the presidential election outcome, and corporate treasury purchases, has lost its catalysts, eroding...

LEO Surges as Bitfinex’s Fee Cut Highlights Exchange Competition
Bitfinex announced a blanket removal of maker and taker fees across spot, derivatives, margin, OTC and tokenized securities, prompting its native LEO token to jump 11% to $7.40. The fee‑free move comes as the exchange, once a top‑15 volume player,...

5 Lessons I Learned in 2025
Anthony Pompliano shares five takeaways from 2025, urging investors to challenge consensus narratives and focus on market structure rather than hype, as illustrated by the tariff panic and Bitcoin’s volatile rally. He highlights that despite sensational "fear porn," fundamentals like...
Premium Investor Report #489
The Premium Investor Report #489 outlines Lark’s modest portfolio adjustments, adding small‑cap equities like NextEra Energy, Teradyne, Duolingo and STRC while only increasing exposure to Solana on the crypto side. A deep‑dive affirms Aave’s continued dominance as the primary liquidity...

Polymarket Resolves Issues After Polygon Network Disruption
Polymarket confirmed that a recent disruption on Polygon’s PoS network temporarily halted trades, deposits, withdrawals, and data feeds. The issue originated from faulty RPC nodes, though the underlying blockchain continued to produce blocks without a full halt. Polymarket restored all...

Bitcoin Remains Trapped in ‘Fragile Range’: Glassnode
Bitcoin has slipped 13% year‑to‑date, wiping out the gains it posted earlier in 2025. Glassnode’s on‑chain analysis says the cryptocurrency is trapped in a “structurally fragile” range, with persistent overhead supply and rising loss realization weighing on price. The asset...

How the Crypto Market Structure Law Would Expose that Trump’s WLFI Isn’t DeFi
Since September 2024, Donald Trump’s sons and the Witkoff brothers have launched WLFI, a DeFi‑branded platform backed by the $3.52 billion WLFI token and the $2.7 billion USD1 stablecoin. The USD1 stablecoin was used to settle a $2 billion Abu Dhabi MGX investment into Binance,...

SEC Commissioner Peirce, Crypto Experts Say Privacy Is Key to Crypto Adoption
The SEC Crypto Task Force’s sixth roundtable, led by Commissioner Hester Peirce, spotlighted a surging demand for privacy‑preserving tools as crypto adoption accelerates. Peirce argued that existing financial‑surveillance rules are outdated and risk stifling on‑chain innovation. Experts, including StarkWare’s Katherine Kirkpatrick Bos,...
Earn Double Digit Stablecoin Yield on Neutrl
Neutrl, a newly launched DeFi protocol, issues the synthetic stablecoin NUSD and lets users stake it for sNUSD, earning double‑digit yields. The platform employs market‑neutral strategies—OTC purchases and perpetual futures arbitrage—to generate returns, and currently holds just under $185 million in...
Bitcoin’s Bear Flag Rhymes with Last Cycle
Bitcoin has slipped below its 50‑week simple moving average, echoing the 2021 cycle and now displaying a classic bear‑flag formation. The chart suggests a 12‑week consolidation similar to last cycle, with a potential retest of the 50‑week SMA around $101,000...
PayPal Launches PYUSD Savings Vault on Spark
PayPal has introduced the PYUSD Savings Vault on the Spark DeFi lending protocol, directly linking its dollar‑pegged stablecoin to SparkLend. The vault routes 90% of deposits into yield‑generating strategies while retaining 10% for instant withdrawals, and issues spPYUSD tokens to...

Special Invitation for Pomp Letter Subscribers to Bitcoin Investor Week
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...

J.P. Morgan Launches Tokenized Money Market Fund on Ethereum
J.P. Morgan Asset Management launched the My OnChain Net Yield Fund (MONY), a tokenized money market fund on Ethereum, on Dec. 15. The private‑placement vehicle holds only U.S. Treasury securities and repurchase agreements, offering qualified investors on‑chain access to dollar‑denominated yields....
Aevo Loses $2.3 Million in Exploit Targeting Ribbon Vaults
Aevo, the rebranded Ribbon Finance decentralized exchange, suffered a $2.3 million exploit in its legacy Ribbon Decentralized Options Vaults. The breach was traced to an oracle misconfiguration after a recent upgrade that left USDC at 8‑decimal precision while other assets moved...
Jump Crypto’s Firedancer Goes Live on Solana Mainnet
Jump Crypto’s Firedancer validator client has officially launched on the Solana mainnet after three years of development and more than 100 days of continuous testnet operation. During testing the client produced over 50,000 blocks without major incidents, demonstrating its stability....
Premium Investor Report #487
Lark Davis' Premium Investor Report #487 provides a brief portfolio update, a deep dive into Cardano’s new Midnight privacy protocol, and a detailed stock analysis of Firefly Aerospace (NASDAQ:FLY). The Midnight layer leverages Cardano’s UTXO model with zero‑knowledge proofs to...
Midnight on Cardano: Rational Privacy With Real-World Rails
Cardano has launched Midnight, a privacy‑first smart‑contract network that adds zero‑knowledge execution to the platform while preserving Cardano’s UTXO determinism. The chain introduces a "rational privacy" model, letting developers set visibility rules per contract and per call, and offers a...
Hex Trust to Launch Wrapped XRP Across Multiple Chains
Hong Kong‑based digital‑asset custodian Hex Trust announced the launch of wWRP, a wrapped version of XRP that will be issued across multiple blockchains. The token is fully backed 1:1 by XRP held in segregated, insured custody accounts, with minting and...

JellyJelly Rockets 120% on App Store Release
JellyJelly, a Solana‑based “internet capital markets” memecoin launched by Venmo co‑founder Iqram Magdon‑Ismail, jumped 120% in the past 24 hours after being released on the Apple App Store. The surge lifted the token’s price to $0.085 and its market capitalization to...
Bitcoin Briefly Pops Following Fed Rate Cut, Optimistic 2026 Outlook
The Federal Reserve cut its target funds rate by 25 basis points to 3.5‑3.75%, marking the third easing move of 2025 and drawing three dissenting votes. Bitcoin briefly surged to $94,607, its highest since November, before settling at $92,523, up...
Premium Investor Report #486
The Premium Investor Report #486 highlights the upcoming Fed rate decision, noting an 89.9% probability of a 25‑basis‑point cut that is already largely priced in. Technical analysis shows the S&P 500 holding above a falling‑wedge resistance line with no immediate trade...
SEC Chair Atkins Says Most ICOs Are Outside Securities Regulators’ Purview
SEC Chair Paul Atkins told the Blockchain Association that most initial coin offerings fall outside the SEC’s jurisdiction and are better regulated by the CFTC. He cited his four‑category token taxonomy, noting that three categories—network tokens, digital collectibles, and digital...
$300 Million Shorts Liquidated as Crypto Rallies Ahead of FOMC Meeting
Crypto markets rallied sharply on Tuesday as Bitcoin surged 5% to a $94,601 intraday high and Ether jumped 9.7% within two hours. The rally triggered more than $300 million in short liquidations, primarily in Bitcoin and Ether positions. Traders were betting...

Get Yield From HELOC RWAs With PRIME on Kamino
Kamino, a leading Solana DeFi protocol, has introduced PRIME, an RWA‑backed token that delivers 8% APY from U.S. home‑equity loan pools. The token’s value appreciates rather than increasing supply, and users can amplify returns to roughly 22% APY through Kamino’s...

ZKSync Lite to Wind Down in 2026
Matter Labs announced that its original zkSync Lite layer‑2 network will be fully wound down by 2026. The zk‑rollup, launched as an early zero‑knowledge solution for payments, swaps and NFT transfers, has been superseded by zkSync Era, which adds EVM...