Ismeidy
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Will #Solana reach $450?
Solana price $SOL hits 3-month high
These 5 analysts expect a new yearly high
Solana (SOL) price has been rising rapidly since October 13 and is approaching its yearly high.
Solana price also broke an inverse head and shoulders pattern.
How long will it continue to rise?
Analysts are optimistic about Solana
Analysts at #criptomonedas have a predominantly bullish sentiment towards Solana.
Tradermayne believes the price will rise to $40. But his bullish analysis is conditional on a bullish weekly candle close.
Rager and DaanCrypto also noted the importance of the $38 horizontal resistance area, which coincides with the yearly high. This area has been crucial since 2021, supporting and resisting.
Finally, CryptoGodJohn believes that SOL price will eventually reach $250 in the long term and may even reach $450 if it reaches the market cap of #Ethereum
Will it reach the new yearly high?
The daily time frame shows that SOL price has been trading within an inverse head and shoulders (IH&S) pattern since February.
The IH&S is considered a bullish pattern, which usually leads to breakouts.
Today, SOL price is in the process of breaking out of the pattern neckline. A daily close above $26 will confirm the altcoin's breakout.
#crypto2023 #cryptocurrency
Will #Solana reach $450?
Solana price $SOL hits 3-month high
These 5 analysts expect a new yearly high
Solana (SOL) price has been rising rapidly since October 13 and is approaching its yearly high.
Solana price also broke an inverse head and shoulders pattern.
How long will it continue to rise?
Analysts are optimistic about Solana
Analysts at #criptomonedas have a predominantly bullish sentiment towards Solana.
Tradermayne believes the price will rise to $40. But his bullish analysis is conditional on a bullish weekly candle close.
Rager and DaanCrypto also noted the importance of the $38 horizontal resistance area, which coincides with the yearly high. This area has been crucial since 2021, supporting and resisting.
Finally, CryptoGodJohn believes that SOL price will eventually reach $250 in the long term and may even reach $450 if it reaches the market cap of #Ethereum
Will it reach the new yearly high?
The daily time frame shows that SOL price has been trading within an inverse head and shoulders (IH&S) pattern since February.
The IH&S is considered a bullish pattern, which usually leads to breakouts.
Today, SOL price is in the process of breaking out of the pattern neckline. A daily close above $26 will confirm the altcoin's breakout.
#crypto2023 #cryptocurrency
Ghosts of the past or a new era?
The four-year dilemma haunts a #bitcoin desperate for its ground
Between cyclical memory and institutional maturity
The crypto market is at a psychological crossroads. While the price of #BTC has plummeted 40% from its October high, the research firm K33 sends a message of caution but with a hint of hope: although the ghost of the "four-year cycle" (2018, 2022) has returned to scare investors, the fundamentals suggest that this time the abyss will not be as deep.
The return of bearish "echoes": Vetle Lunde, head of research at K33, admits that recent price action bears "disturbing similarities" to the collapses of 2018 and 2022. Market psychology is winning the battle against fundamentals in the short term.
"This time it's different" (really): Unlike 2022, the market is not facing a massive deleveraging crisis (with no traces of disasters like #FTX or #Terra Luna). Additionally, we have more flexible interest rates and regulated institutional adoption that did not exist before. K33 does not foresee an 80% drop as in past cycles.
Signs of capitulation in sight: On February 2, trading volume was recorded in the 90th percentile (over $8 billion) and a wave of $1.8 billion in liquidations, indicators that historically tend to precede a reversal or the formation of a bottom.
Critical support levels:
$74,000: The most important psychological and technical support at this moment.
$69,000: The next level if the previous one gives way (2021 high).
$58,000: The worst-case scenario, aligned with the 200-week moving average.
For K33, current prices represent attractive entry levels for those looking long-term. The firm maintains that, with a flat performance over the last two years, there is no real urgency to sell for veteran holders.
#CryptoNews
$BTC
The four-year dilemma haunts a #bitcoin desperate for its ground
Between cyclical memory and institutional maturity
The crypto market is at a psychological crossroads. While the price of #BTC has plummeted 40% from its October high, the research firm K33 sends a message of caution but with a hint of hope: although the ghost of the "four-year cycle" (2018, 2022) has returned to scare investors, the fundamentals suggest that this time the abyss will not be as deep.
The return of bearish "echoes": Vetle Lunde, head of research at K33, admits that recent price action bears "disturbing similarities" to the collapses of 2018 and 2022. Market psychology is winning the battle against fundamentals in the short term.
"This time it's different" (really): Unlike 2022, the market is not facing a massive deleveraging crisis (with no traces of disasters like #FTX or #Terra Luna). Additionally, we have more flexible interest rates and regulated institutional adoption that did not exist before. K33 does not foresee an 80% drop as in past cycles.
Signs of capitulation in sight: On February 2, trading volume was recorded in the 90th percentile (over $8 billion) and a wave of $1.8 billion in liquidations, indicators that historically tend to precede a reversal or the formation of a bottom.
Critical support levels:
$74,000: The most important psychological and technical support at this moment.
$69,000: The next level if the previous one gives way (2021 high).
$58,000: The worst-case scenario, aligned with the 200-week moving average.
For K33, current prices represent attractive entry levels for those looking long-term. The firm maintains that, with a flat performance over the last two years, there is no real urgency to sell for veteran holders.
#CryptoNews
$BTC
Binance is buying the dip like a titan
Second batch of $100M in BTC for the SAFU Fund, now totaling $200M in 48 hours heading towards the total billion! ₿ 💰🚀
#Binance announced the second batch of conversion of the Fund #safu , its user protection reserve worth $1 billion: they have converted another $100 million into Bitcoin, thus totaling $200 million in just two days since the start of the plan.
First batch (February 2): 1.315 #BTC for $100.7M (when BTC was around $76k–$77k).
Second batch (February 4): Similar amount 1.315 for $100.42M.
Total accumulated: 2.630 BTC for $201.12M.
The SAFU fund was originally almost all in stablecoins, now Binance is aggressively pivoting it to BTC as the main reserve, with a commitment to replenish if it drops below $800M due to volatility.
#CryptoNews
$BTC
$ASTER
$SOL
Second batch of $100M in BTC for the SAFU Fund, now totaling $200M in 48 hours heading towards the total billion! ₿ 💰🚀
#Binance announced the second batch of conversion of the Fund #safu , its user protection reserve worth $1 billion: they have converted another $100 million into Bitcoin, thus totaling $200 million in just two days since the start of the plan.
First batch (February 2): 1.315 #BTC for $100.7M (when BTC was around $76k–$77k).
Second batch (February 4): Similar amount 1.315 for $100.42M.
Total accumulated: 2.630 BTC for $201.12M.
The SAFU fund was originally almost all in stablecoins, now Binance is aggressively pivoting it to BTC as the main reserve, with a commitment to replenish if it drops below $800M due to volatility.
#CryptoNews
$BTC
$ASTER
$SOL
Surrender in Crypto Olympus
Canaccord cuts Strategy's target by 61% amid the advance of the "Winter"
Realism Hits the Bulls
Even the staunchest defenders of the strategy of #MichaelSaylor are adjusting their expectations to the harsh reality of the market. Joseph Vafi, an analyst at Canaccord, has sent a seismic signal to the market by "throwing in the towel" with his ambitious price target for #strategy (MSTR), drastically cutting it by 61%.
Drastic Cut in Expectations: Vafi has lowered his price target from $474 to just $185. Although it represents a massive adjustment, he still maintains a "Buy" rating, suggesting a potential upside of 40% compared to the recent close ($133).
Bitcoin's "Identity Crisis": The report highlights that #bitcoin is failing in its "Digital Gold" narrative. While physical gold shines amid geopolitical tensions, #BTC behaves strictly as a risk asset dependent on liquidity, losing the race as a safe haven asset.
#MSTR in the Abyss: The stock has suffered a severe punishment, falling 15% year-to-date, 62% year-over-year, and has plummeted 72% from its all-time high in November 2024.
Structural Resilience: Despite the pessimism, the company has $44 billion in BTC against $8 billion in convertible debt. Vafi believes the capital structure is manageable and that preferred dividends can be covered with moderate stock issuances.
Irrelevant Results: Canaccord warns that the upcoming quarterly report is almost anecdotal; the only thing that matters is the BTC balance. A massive unrealized loss is expected due to the market liquidation in the fourth quarter.
The Roadmap for Recovery: To reach the new target of $185, Vafi estimates that Bitcoin needs to recover 20% in its price and that the company's premium over its Net Liquidation Value (mNAV) stabilizes at 1.25x.
$BTC
$ETH
$SOL
Canaccord cuts Strategy's target by 61% amid the advance of the "Winter"
Realism Hits the Bulls
Even the staunchest defenders of the strategy of #MichaelSaylor are adjusting their expectations to the harsh reality of the market. Joseph Vafi, an analyst at Canaccord, has sent a seismic signal to the market by "throwing in the towel" with his ambitious price target for #strategy (MSTR), drastically cutting it by 61%.
Drastic Cut in Expectations: Vafi has lowered his price target from $474 to just $185. Although it represents a massive adjustment, he still maintains a "Buy" rating, suggesting a potential upside of 40% compared to the recent close ($133).
Bitcoin's "Identity Crisis": The report highlights that #bitcoin is failing in its "Digital Gold" narrative. While physical gold shines amid geopolitical tensions, #BTC behaves strictly as a risk asset dependent on liquidity, losing the race as a safe haven asset.
#MSTR in the Abyss: The stock has suffered a severe punishment, falling 15% year-to-date, 62% year-over-year, and has plummeted 72% from its all-time high in November 2024.
Structural Resilience: Despite the pessimism, the company has $44 billion in BTC against $8 billion in convertible debt. Vafi believes the capital structure is manageable and that preferred dividends can be covered with moderate stock issuances.
Irrelevant Results: Canaccord warns that the upcoming quarterly report is almost anecdotal; the only thing that matters is the BTC balance. A massive unrealized loss is expected due to the market liquidation in the fourth quarter.
The Roadmap for Recovery: To reach the new target of $185, Vafi estimates that Bitcoin needs to recover 20% in its price and that the company's premium over its Net Liquidation Value (mNAV) stabilizes at 1.25x.
$BTC
$ETH
$SOL
The "Short" of the Century
MSDD reaches historical highs while the Strategy empire wavers
The bet against #Saylor has borne fruit
While the traditional crypto market is going through a storm, an unexpected refuge has emerged for opportunists: the GraniteShares 2x Short MSTR Daily ETF (MSDD). While #bitcoin and #strategy (MSTR) sink, this financial vehicle designed to profit from the fall of Michael Saylor has reached unprecedented milestones.
Explosive Performance: The MSDD ETF hit a historic high of $114 this Tuesday. After an impressive increase of 275% in 2025, it has already accumulated an additional 13.5% so far this year.
The fall of the giant: Strategy #MSTR has entered a deep bear market, trading at $126 (its lowest level since September 2024). The stock has plummeted 76% from its peak of $543 last November.
Domino Effect on Bitcoin: As the largest corporate holder of #BTC (with over 713,502 bitcoins), the drop of the cryptocurrency to $73,000 has directly dragged down the company's valuation.
"High Voltage" Instruments: Both MSDD and its competitor SMST (Defiance Daily Target 2x Short MSTR) have established themselves as high-risk tactical tools. These funds aim to inversely double the daily movement of MSTR; that is, if MSTR falls by 2%, these funds aim to gain 4%.
The narrative shift: What was once considered a suicidal bet against corporate "digital gold" has now become the most profitable strategy for bearish investors, who are making fortunes while the spot market suffers.
$BTC
MSDD reaches historical highs while the Strategy empire wavers
The bet against #Saylor has borne fruit
While the traditional crypto market is going through a storm, an unexpected refuge has emerged for opportunists: the GraniteShares 2x Short MSTR Daily ETF (MSDD). While #bitcoin and #strategy (MSTR) sink, this financial vehicle designed to profit from the fall of Michael Saylor has reached unprecedented milestones.
Explosive Performance: The MSDD ETF hit a historic high of $114 this Tuesday. After an impressive increase of 275% in 2025, it has already accumulated an additional 13.5% so far this year.
The fall of the giant: Strategy #MSTR has entered a deep bear market, trading at $126 (its lowest level since September 2024). The stock has plummeted 76% from its peak of $543 last November.
Domino Effect on Bitcoin: As the largest corporate holder of #BTC (with over 713,502 bitcoins), the drop of the cryptocurrency to $73,000 has directly dragged down the company's valuation.
"High Voltage" Instruments: Both MSDD and its competitor SMST (Defiance Daily Target 2x Short MSTR) have established themselves as high-risk tactical tools. These funds aim to inversely double the daily movement of MSTR; that is, if MSTR falls by 2%, these funds aim to gain 4%.
The narrative shift: What was once considered a suicidal bet against corporate "digital gold" has now become the most profitable strategy for bearish investors, who are making fortunes while the spot market suffers.
$BTC
Market Summary
#bitcoin 💰 is trading above $75.378 -3.79%
📌 The top 10 cryptocurrencies are trading in the RED zone
The 3 winning assets
WLFI 3.88% 📈
LEO 2.28% 📈
PAXG 2.12% 📈
The 3 losing assets
LIT -8.69% 📉
SOL -7.13% 📉
HYPE -6.55 📉
📌 #marketcap : $2.56T -2.83%
📌 Dominance of #BTC : 59.1%
📌 Dominance of #ETH : 10.5%
📌 Index of #altcoinseason : 34%
📌 Fear and Greed Index: 14 (EXTREME FEAR)
📌 CMC20 Index 155.65 -3.68%
📌 CMC100 Index 148.11 -3.56%
📌 Pi Cycle Top Indicator 94.361 -0.32%
📌 Puell Multiple 0.69 7.81%
$WLFI
$PAXG
$ASTER
#bitcoin 💰 is trading above $75.378 -3.79%
📌 The top 10 cryptocurrencies are trading in the RED zone
The 3 winning assets
WLFI 3.88% 📈
LEO 2.28% 📈
PAXG 2.12% 📈
The 3 losing assets
LIT -8.69% 📉
SOL -7.13% 📉
HYPE -6.55 📉
📌 #marketcap : $2.56T -2.83%
📌 Dominance of #BTC : 59.1%
📌 Dominance of #ETH : 10.5%
📌 Index of #altcoinseason : 34%
📌 Fear and Greed Index: 14 (EXTREME FEAR)
📌 CMC20 Index 155.65 -3.68%
📌 CMC100 Index 148.11 -3.56%
📌 Pi Cycle Top Indicator 94.361 -0.32%
📌 Puell Multiple 0.69 7.81%
$WLFI
$PAXG
$ASTER
Vitalik Buterin buries the original vision of the #L2
"They are no longer shards of Ethereum, L1 scales alone and needs to reinvent itself"
#VitalikButerin publishes a deep and very direct analysis in which he rejects the foundational vision of the #Layer2 as "brand shards" (reliable fragments equivalent to #Ethereum ).
According to him, that idea no longer makes sense for two main reasons:
1. Current reality of L2
Progress towards Stage 2 (full zk-proof verification without multisig) and interoperability has been much slower and more difficult than expected.
Some major L2s have openly declared that they may never reach Stage 2 for technical (ZK-EVM complexity) or regulatory (they need absolute control due to KYC/AML requirements for institutional clients) reasons.
2. Scalability of L1
Ethereum L1 is scaling much more aggressively than predicted.
Fees are already very low and significant increases in the gas limit are expected in 2026, drastically reducing the need to use L2 solely for scaling.
New vision proposed by #Vitalik
Stop treating L2 as "sacred extensions" of Ethereum.
View them as a complete spectrum of chains: from highly secure rollups (Stage 1+) to more independent chains with different levels of connection to Ethereum.
L2s must stop being defined solely by "scaling Ethereum" and focus on unique added value:
Advanced privacy
Non-EVM VMs (e.g., Stylus, Move, WASM)
Ultra-low latency
Specific applications (social networks, identity, AI, gaming, etc.)
Extreme scalability beyond what L1 can offer
$ETH
$ARB
$STX
"They are no longer shards of Ethereum, L1 scales alone and needs to reinvent itself"
#VitalikButerin publishes a deep and very direct analysis in which he rejects the foundational vision of the #Layer2 as "brand shards" (reliable fragments equivalent to #Ethereum ).
According to him, that idea no longer makes sense for two main reasons:
1. Current reality of L2
Progress towards Stage 2 (full zk-proof verification without multisig) and interoperability has been much slower and more difficult than expected.
Some major L2s have openly declared that they may never reach Stage 2 for technical (ZK-EVM complexity) or regulatory (they need absolute control due to KYC/AML requirements for institutional clients) reasons.
2. Scalability of L1
Ethereum L1 is scaling much more aggressively than predicted.
Fees are already very low and significant increases in the gas limit are expected in 2026, drastically reducing the need to use L2 solely for scaling.
New vision proposed by #Vitalik
Stop treating L2 as "sacred extensions" of Ethereum.
View them as a complete spectrum of chains: from highly secure rollups (Stage 1+) to more independent chains with different levels of connection to Ethereum.
L2s must stop being defined solely by "scaling Ethereum" and focus on unique added value:
Advanced privacy
Non-EVM VMs (e.g., Stylus, Move, WASM)
Ultra-low latency
Specific applications (social networks, identity, AI, gaming, etc.)
Extreme scalability beyond what L1 can offer
$ETH
$ARB
$STX
The Capitol stops the bleeding
#bitcoin resurrects after the lightning deal that avoids the fiscal abyss
The Bottom Line
The crypto market has managed to halt a decline that threatened to erase months of gains.
Institutional peace: The House of Representatives approved (217-214) the necessary funding package to reopen the government.
The president's signature #TRUMP is the final step to normalize state operations.
Bitcoin rebound: After hitting lows of $72,800 (levels not seen since before the November 2024 elections), the #BTC has stopped its free fall, regaining the confidence of investors who feared a systemic collapse due to the government shutdown.
Crypto vs. Wall Street: While the crypto market has shown a more agile recovery, traditional stocks continue to suffer. The Nasdaq (-2%) and the S&P 500 (-1.3%) have not managed to shake off the pessimism as quickly as digital assets.
Temporary truce: Although key departments already have funding, uncertainty has not completely disappeared. Lawmakers have a ten-day window to negotiate the budget for the Department of Homeland Security.
#CryptoNews
$BTC
$WLFI
$ASTER
#bitcoin resurrects after the lightning deal that avoids the fiscal abyss
The Bottom Line
The crypto market has managed to halt a decline that threatened to erase months of gains.
Institutional peace: The House of Representatives approved (217-214) the necessary funding package to reopen the government.
The president's signature #TRUMP is the final step to normalize state operations.
Bitcoin rebound: After hitting lows of $72,800 (levels not seen since before the November 2024 elections), the #BTC has stopped its free fall, regaining the confidence of investors who feared a systemic collapse due to the government shutdown.
Crypto vs. Wall Street: While the crypto market has shown a more agile recovery, traditional stocks continue to suffer. The Nasdaq (-2%) and the S&P 500 (-1.3%) have not managed to shake off the pessimism as quickly as digital assets.
Temporary truce: Although key departments already have funding, uncertainty has not completely disappeared. Lawmakers have a ten-day window to negotiate the budget for the Department of Homeland Security.
#CryptoNews
$BTC
$WLFI
$ASTER
Crypto-diplomacy or conflict of interest?
#TRUMP stands out from the $500M investment of Abu Dhabi in World Liberty Financial
Under the microscope of national security
President #DonaldTrump has tried to distance himself from the daily operations of World Liberty Financial #WLFI after a massive foreign investment in the DeFi project linked to his family was revealed. While the White House claims ignorance, Congress warns of a new era of "blatant corruption".
1. The secret pact of Abu Dhabi
A report from the Wall Street Journal has shaken the foundations of Washington by detailing an agreement signed just four days before Trump took office in January 2025.
The investment: A vehicle backed by Sheikh Tahnoon bin Zayed Al Nahyan acquired 49% of WLFI for a total of $500 million.
The distribution: Of the initial $250 million, $187 million flowed to entities of the Trump family and $31 million to firms linked to Steve Witkoff, the current special envoy for the Middle East.
Trump's defense: The president claims that his children manage everything and that his attention is focused on international conflicts such as Iran, Russia, and Ukraine.
2. Legislative blockade in the Capitol
This flow of foreign capital has paralyzed negotiations on the Digital Asset Market Structure Act.
New demands: Democrats are now demanding strict prohibitions for the president and senior officials to own or control crypto entities.
Political pressure: Analysts from TD Cowen indicate that the report adds unsustainable pressure on Democrats not to yield on conflict of interest rules.
Corruption and Security: Senator Chris Murphy and Representative Jamie Raskin denounce that the agreement granted access to sensitive defense technology in exchange for investments in the Trump family's "crypto empire," valued at up to $11.6 billion.
3. The future of regulation
The resolution of this legislative impasse seems to be at a standstill.
$WLFI
#TRUMP stands out from the $500M investment of Abu Dhabi in World Liberty Financial
Under the microscope of national security
President #DonaldTrump has tried to distance himself from the daily operations of World Liberty Financial #WLFI after a massive foreign investment in the DeFi project linked to his family was revealed. While the White House claims ignorance, Congress warns of a new era of "blatant corruption".
1. The secret pact of Abu Dhabi
A report from the Wall Street Journal has shaken the foundations of Washington by detailing an agreement signed just four days before Trump took office in January 2025.
The investment: A vehicle backed by Sheikh Tahnoon bin Zayed Al Nahyan acquired 49% of WLFI for a total of $500 million.
The distribution: Of the initial $250 million, $187 million flowed to entities of the Trump family and $31 million to firms linked to Steve Witkoff, the current special envoy for the Middle East.
Trump's defense: The president claims that his children manage everything and that his attention is focused on international conflicts such as Iran, Russia, and Ukraine.
2. Legislative blockade in the Capitol
This flow of foreign capital has paralyzed negotiations on the Digital Asset Market Structure Act.
New demands: Democrats are now demanding strict prohibitions for the president and senior officials to own or control crypto entities.
Political pressure: Analysts from TD Cowen indicate that the report adds unsustainable pressure on Democrats not to yield on conflict of interest rules.
Corruption and Security: Senator Chris Murphy and Representative Jamie Raskin denounce that the agreement granted access to sensitive defense technology in exchange for investments in the Trump family's "crypto empire," valued at up to $11.6 billion.
3. The future of regulation
The resolution of this legislative impasse seems to be at a standstill.
$WLFI
Galaxy Digital turns red
#MikeNovogratz reports a loss of $482M in Q4 due to the collapse of the crypto market
Resilience under fire
Shares of #GalaxyDigital (GLXY) suffered a blow of more than 6% in pre-market trading after revealing a fourth quarter of 2025 marked by turbulence. Despite the red numbers, Mike Novogratz's firm shows a robust
cash position to navigate the winter.
1. The anatomy of the losses
The fourth quarter was particularly hard on the company's balance:
Q4 net loss: The company reported a loss of $482 million, primarily dragged down by the depreciation of digital assets.
Extraordinary costs: Approximately $160 million in one-time expenses related to mining infrastructure and its corporate reorganization in the U.S. were reported.
Annual result: The 2025 fiscal year closed with a total net loss of $241 million ($0.61 per share).
2. The "Strength" of Galaxy: Liquidity and Management
Not everything is negative; the report reveals an operating base that continues to grow:
Financial muscle: Galaxy ended the year with $2.6 billion in cash and stablecoins, and a total equity capital of $3 billion.
Asset Management on the rise: The platform attracted $2 billion in net inflows last year, raising its total assets under management to $12 billion.
Operating earnings: Despite the GAAP net loss, the firm generated $426 million in adjusted gross earnings throughout 2025.
3. Market Context
The 6.44% drop in the quote (hovering around $26.44) occurs while the rest of the ecosystem tries to recover from a collapse that knocked Bitcoin out of the "Top 10" global assets by capitalization. The market is punishing Galaxy's direct exposure to price volatility, momentarily ignoring its record trading volumes.
#CryptoNews
$BTC
$SOL
$ASTER
#MikeNovogratz reports a loss of $482M in Q4 due to the collapse of the crypto market
Resilience under fire
Shares of #GalaxyDigital (GLXY) suffered a blow of more than 6% in pre-market trading after revealing a fourth quarter of 2025 marked by turbulence. Despite the red numbers, Mike Novogratz's firm shows a robust
cash position to navigate the winter.
1. The anatomy of the losses
The fourth quarter was particularly hard on the company's balance:
Q4 net loss: The company reported a loss of $482 million, primarily dragged down by the depreciation of digital assets.
Extraordinary costs: Approximately $160 million in one-time expenses related to mining infrastructure and its corporate reorganization in the U.S. were reported.
Annual result: The 2025 fiscal year closed with a total net loss of $241 million ($0.61 per share).
2. The "Strength" of Galaxy: Liquidity and Management
Not everything is negative; the report reveals an operating base that continues to grow:
Financial muscle: Galaxy ended the year with $2.6 billion in cash and stablecoins, and a total equity capital of $3 billion.
Asset Management on the rise: The platform attracted $2 billion in net inflows last year, raising its total assets under management to $12 billion.
Operating earnings: Despite the GAAP net loss, the firm generated $426 million in adjusted gross earnings throughout 2025.
3. Market Context
The 6.44% drop in the quote (hovering around $26.44) occurs while the rest of the ecosystem tries to recover from a collapse that knocked Bitcoin out of the "Top 10" global assets by capitalization. The market is punishing Galaxy's direct exposure to price volatility, momentarily ignoring its record trading volumes.
#CryptoNews
$BTC
$SOL
$ASTER
Market Summary
#bitcoin 💰 is trading above $78,422 0.65%
📌 The top 10 cryptocurrencies are trading in a MIXED zone
The 3 winning assets
STX 19.66% 📈
HYPE 16.59% 📈
POL 12.15% 📈
The 3 losing assets
XMR -6.01% 📉
ZEC -4.06% 📉
CHZ -3.84 📉
📌 #MarketCap : $2.63T 0.47%
📌 Dominance of #BTC : 59.4%
📌 Dominance of #ETH : 10.5%
📌 Index of #altcoinseason : 31%
📌 Fear and Greed Index: 17 (EXTREME FEAR)
📌 CMC20 Index 161.31 0.28%
📌 CMC100 Index 153.37 0.47%
📌 Pi Cycle Top Indicator 94.671 -0.36%
📌 Puell Multiple 0.64 1.58%
$STX
$HYPE
$POL
#bitcoin 💰 is trading above $78,422 0.65%
📌 The top 10 cryptocurrencies are trading in a MIXED zone
The 3 winning assets
STX 19.66% 📈
HYPE 16.59% 📈
POL 12.15% 📈
The 3 losing assets
XMR -6.01% 📉
ZEC -4.06% 📉
CHZ -3.84 📉
📌 #MarketCap : $2.63T 0.47%
📌 Dominance of #BTC : 59.4%
📌 Dominance of #ETH : 10.5%
📌 Index of #altcoinseason : 31%
📌 Fear and Greed Index: 17 (EXTREME FEAR)
📌 CMC20 Index 161.31 0.28%
📌 CMC100 Index 153.37 0.47%
📌 Pi Cycle Top Indicator 94.671 -0.36%
📌 Puell Multiple 0.64 1.58%
$STX
$HYPE
$POL
#Binance breaks the silence
The "Flash Crash" in October was a macroeconomic cocktail, not a technical failure
The Anatomy of Chaos
Binance has published a detailed report to debunk conspiracy theories circulating on social media about the crash of October 10. The platform claims that the market was a victim of a "perfect storm" where geopolitics and investors' overconfidence collided head-on.
1. The trigger: Macroeconomics and the "Domino Effect"
It was not an isolated problem of cryptocurrencies
The collapse coincided with a massive liquidation in traditional markets (Wall Street lost 1.5 trillion dollars that day)
Uncertainty over the trade war hit a crypto market that was "overheated," with an open interest exceeding 100 billion dollars.
2. The collapse of liquidity
As prices fell, the worst happened
Liquidity evaporated.
Market makers activated their risk controls and withdrew their orders.
Kaiko Effect: Data confirms that market depth disappeared, causing any small sale to disproportionately sink the price.
Network congestion: High fees on the network #Ethereum (over 100 gwei) prevented arbitrageurs from moving funds to stabilize prices across platforms.
3. What really happened at Binance?
The exchange admitted to two internal failures but insists they were a consequence and not the cause of the crash:
Balances at "zero": A database delay due to excess traffic caused some users to temporarily not see their funds.
Index Deviation: Assets like #USDe and #WBETH experienced price mismatches, but Binance clarifies that 75% of total liquidations had already occurred by that time.
4. Response and Compensation
In a move to calm the waters and demonstrate solvency, Binance confirmed that it has allocated 328 million dollars to compensate users affected by these technical errors
$BNB
$ENA
The "Flash Crash" in October was a macroeconomic cocktail, not a technical failure
The Anatomy of Chaos
Binance has published a detailed report to debunk conspiracy theories circulating on social media about the crash of October 10. The platform claims that the market was a victim of a "perfect storm" where geopolitics and investors' overconfidence collided head-on.
1. The trigger: Macroeconomics and the "Domino Effect"
It was not an isolated problem of cryptocurrencies
The collapse coincided with a massive liquidation in traditional markets (Wall Street lost 1.5 trillion dollars that day)
Uncertainty over the trade war hit a crypto market that was "overheated," with an open interest exceeding 100 billion dollars.
2. The collapse of liquidity
As prices fell, the worst happened
Liquidity evaporated.
Market makers activated their risk controls and withdrew their orders.
Kaiko Effect: Data confirms that market depth disappeared, causing any small sale to disproportionately sink the price.
Network congestion: High fees on the network #Ethereum (over 100 gwei) prevented arbitrageurs from moving funds to stabilize prices across platforms.
3. What really happened at Binance?
The exchange admitted to two internal failures but insists they were a consequence and not the cause of the crash:
Balances at "zero": A database delay due to excess traffic caused some users to temporarily not see their funds.
Index Deviation: Assets like #USDe and #WBETH experienced price mismatches, but Binance clarifies that 75% of total liquidations had already occurred by that time.
4. Response and Compensation
In a move to calm the waters and demonstrate solvency, Binance confirmed that it has allocated 328 million dollars to compensate users affected by these technical errors
$BNB
$ENA
💰 BINANCE ABANDONS FIAT
The SAFU Fund of $1 Billion Moves to "Bitcoin Standard"
The strategic shift of Binance
#Binance has decided to take a sharp turn in the management of its emergency reserves. The Secure Asset Fund for Users #safu , designed as a "parachute" against hacks or crises, will stop relying on stablecoins to fully bet on #bitcoin
Goodbye to Stablecoins: In the next 30 days, Binance will convert the entirety of the fund (currently $1 billion) to BTC, distancing itself from parity with the dollar.
Solvency Guarantee: To mitigate the extreme volatility of Bitcoin, the exchange establishes a safety floor. If the market value of the fund falls below $800 million, Binance will inject its own capital to bring it back to the $1 billion mark.
Transparency and Audit: The platform commits to conducting periodic audits and keeping the community informed about the progress of this gradual transition.
Statement of Intent: Beyond protection, this move is interpreted as a sign of absolute confidence in the long-term revaluation of Bitcoin and an effort to boost the maturity of the industry.
#BTC $BTC
$BNB
The SAFU Fund of $1 Billion Moves to "Bitcoin Standard"
The strategic shift of Binance
#Binance has decided to take a sharp turn in the management of its emergency reserves. The Secure Asset Fund for Users #safu , designed as a "parachute" against hacks or crises, will stop relying on stablecoins to fully bet on #bitcoin
Goodbye to Stablecoins: In the next 30 days, Binance will convert the entirety of the fund (currently $1 billion) to BTC, distancing itself from parity with the dollar.
Solvency Guarantee: To mitigate the extreme volatility of Bitcoin, the exchange establishes a safety floor. If the market value of the fund falls below $800 million, Binance will inject its own capital to bring it back to the $1 billion mark.
Transparency and Audit: The platform commits to conducting periodic audits and keeping the community informed about the progress of this gradual transition.
Statement of Intent: Beyond protection, this move is interpreted as a sign of absolute confidence in the long-term revaluation of Bitcoin and an effort to boost the maturity of the industry.
#BTC $BTC
$BNB
#TRUMP nombra a Kevin Warsh como nuevo #Fed Chair
Un hawkish pro-mercado que podría endurecer tasas
En un anuncio bomba en su red Truth Social, el Presidente #DonaldTrump nominó oficialmente a Kevin Warsh como Presidente de la Junta de Gobernadores del Sistema de la Reserva Federal (Fed Chair), reemplazando a Jerome Powell (cuyo término expira el 15 de mayo de 2026).
Trump lo elogia como un "personaje central" que "nunca te decepcionará" y predice que será "uno de los mejores, quizás el mejor" en la historia de la Fed. Esto viene tras meses de tensiones con Powell por no cortar tasas lo suficiente rápido durante el ciclo 2025.
Trump apuesta por un insider experimentado para "Make Fed Great Again", pero esto podría significar volatilidad para crypto si Warsh prioriza hawkishness sobre estímulos.
Crees que Warsh sea bullish para BTC a largo plazo, o más FUD inmediato?.
#CryptoNews
$BTC
$WLFI
$ASTER
Un hawkish pro-mercado que podría endurecer tasas
En un anuncio bomba en su red Truth Social, el Presidente #DonaldTrump nominó oficialmente a Kevin Warsh como Presidente de la Junta de Gobernadores del Sistema de la Reserva Federal (Fed Chair), reemplazando a Jerome Powell (cuyo término expira el 15 de mayo de 2026).
Trump lo elogia como un "personaje central" que "nunca te decepcionará" y predice que será "uno de los mejores, quizás el mejor" en la historia de la Fed. Esto viene tras meses de tensiones con Powell por no cortar tasas lo suficiente rápido durante el ciclo 2025.
Trump apuesta por un insider experimentado para "Make Fed Great Again", pero esto podría significar volatilidad para crypto si Warsh prioriza hawkishness sobre estímulos.
Crees que Warsh sea bullish para BTC a largo plazo, o más FUD inmediato?.
#CryptoNews
$BTC
$WLFI
$ASTER
Market Summary
#bitcoin 💰 is trading above $83,200 -5.19%
📌 The top 10 cryptocurrencies are trading in the RED zone
The 3 winning assets
CC 3.17% 📈
2Z 2.35% 📈
ZRO 0.38% 📈
The 3 losing assets
RIVER -27.17% 📉
LIT -11.42% 📉
CAKE -10.66 📉
📌 #marketcap : $2.82T -5.14%
📌 Dominance of #BTC : 58.8%
📌 Dominance of #ETH : 11.7%
📌 Index of #altcoinseason : 29%
📌 Fear and Greed Index: 28 (FEAR)
📌 CMC20 Index 174.25 -5.45%
📌 CMC100 Index 165.68 -5.46%
📌 Cycle top indicator Pi 95.843 -0.3%
📌 Puell multiple 0.74 10.44%
$CC
$2Z
$ZRO
#bitcoin 💰 is trading above $83,200 -5.19%
📌 The top 10 cryptocurrencies are trading in the RED zone
The 3 winning assets
CC 3.17% 📈
2Z 2.35% 📈
ZRO 0.38% 📈
The 3 losing assets
RIVER -27.17% 📉
LIT -11.42% 📉
CAKE -10.66 📉
📌 #marketcap : $2.82T -5.14%
📌 Dominance of #BTC : 58.8%
📌 Dominance of #ETH : 11.7%
📌 Index of #altcoinseason : 29%
📌 Fear and Greed Index: 28 (FEAR)
📌 CMC20 Index 174.25 -5.45%
📌 CMC100 Index 165.68 -5.46%
📌 Cycle top indicator Pi 95.843 -0.3%
📌 Puell multiple 0.74 10.44%
$CC
$2Z
$ZRO
#bitcoin retrocede a los $88,000 mientras el "Refugio Dorado" humilla al riesgo
Fin de la euforia alcista?
La narrativa del "oro digital" se agrieta frente a la realidad geopolítica. Mientras el metal precioso alcanza los $5,586, el mercado cripto sangra por una rotación agresiva de capital hacia la seguridad física, dejando a los derivados en una posición de extrema cautela.
Bitcoin vs. Sentimiento Global: Pese a que la Fed mantuvo los tipos estables (3.5% - 3.75%), Bitcoin no pudo actuar como cobertura. Cayó hasta los $88,000, confirmando que, por ahora, el mercado lo trata como un activo de riesgo (risk-on) y no como reserva de valor ante la incertidumbre.
El Éxodo hacia el Oro: El #oro físico ha robado el protagonismo, disparándose por encima de los $5,580/oz. Esto ha impulsado tokens específicos como #XAUT , beneficiados por la acumulación estratégica de bancos centrales y firmas como Tether.
Contagio del Mercado Tradicional: El S&P 500 tocó el hito histórico de los 7,000 puntos para luego retroceder. Esta volatilidad en Wall Street, sumada a las tensiones geopolíticas, forzó a los operadores de derivados cripto a replegarse.
La Paradoja del Dólar: Aunque el índice DXY cayó a mínimos de cuatro años, el capital no fluyó hacia las criptomonedas. Los inversores prefirieron la liquidez del efectivo o metales, castigando al índice CMC20 con una pérdida del -2.54%.
#CryptoNews
$BTC
$XAU
$PAXG
Fin de la euforia alcista?
La narrativa del "oro digital" se agrieta frente a la realidad geopolítica. Mientras el metal precioso alcanza los $5,586, el mercado cripto sangra por una rotación agresiva de capital hacia la seguridad física, dejando a los derivados en una posición de extrema cautela.
Bitcoin vs. Sentimiento Global: Pese a que la Fed mantuvo los tipos estables (3.5% - 3.75%), Bitcoin no pudo actuar como cobertura. Cayó hasta los $88,000, confirmando que, por ahora, el mercado lo trata como un activo de riesgo (risk-on) y no como reserva de valor ante la incertidumbre.
El Éxodo hacia el Oro: El #oro físico ha robado el protagonismo, disparándose por encima de los $5,580/oz. Esto ha impulsado tokens específicos como #XAUT , beneficiados por la acumulación estratégica de bancos centrales y firmas como Tether.
Contagio del Mercado Tradicional: El S&P 500 tocó el hito histórico de los 7,000 puntos para luego retroceder. Esta volatilidad en Wall Street, sumada a las tensiones geopolíticas, forzó a los operadores de derivados cripto a replegarse.
La Paradoja del Dólar: Aunque el índice DXY cayó a mínimos de cuatro años, el capital no fluyó hacia las criptomonedas. Los inversores prefirieron la liquidez del efectivo o metales, castigando al índice CMC20 con una pérdida del -2.54%.
#CryptoNews
$BTC
$XAU
$PAXG
Market Summary
#bitcoin 💰 is trading above $87,939 -2.17%
📌 The top 10 cryptocurrencies are trading in the RED zone
The 3 winning assets
PAXG 5.20% 📈
XAUt 5.18% 📈
WLD 4.22% 📈
The 3 losing assets
CHZ -11.73% 📉
RENDER -8.72% 📉
ZEC -8.65 📉
📌 #marketcap : $2.97T -2.39%
📌 Dominance of #BTC : 59.0%
📌 Dominance of #ETH : 11.9%
📌 Index of #altcoinseason : 31%
📌 Fear and Greed Index: 38 (FEAR)
📌 CMC20 Index 184.51 -2.7%
📌 CMC100 Index 175.42 -2.61%
📌 Pi Cycle Top Indicator 96.136 -0.31%
📌 Puell Multiple 0.67 -9.45%
$PAXG
$XAU
$WLD
#bitcoin 💰 is trading above $87,939 -2.17%
📌 The top 10 cryptocurrencies are trading in the RED zone
The 3 winning assets
PAXG 5.20% 📈
XAUt 5.18% 📈
WLD 4.22% 📈
The 3 losing assets
CHZ -11.73% 📉
RENDER -8.72% 📉
ZEC -8.65 📉
📌 #marketcap : $2.97T -2.39%
📌 Dominance of #BTC : 59.0%
📌 Dominance of #ETH : 11.9%
📌 Index of #altcoinseason : 31%
📌 Fear and Greed Index: 38 (FEAR)
📌 CMC20 Index 184.51 -2.7%
📌 CMC100 Index 175.42 -2.61%
📌 Pi Cycle Top Indicator 96.136 -0.31%
📌 Puell Multiple 0.67 -9.45%
$PAXG
$XAU
$WLD
The #oro breaks the barrier of financial sound
Surpasses $5,300 and records its largest daily explosion in history
Panic and refuge at historical highs
The precious metals market has experienced an unprecedented day on January 28, 2026. Gold has not only surpassed previous records but has also recorded its most massive gain in dollar terms in a single day, consolidating itself as the king asset amid the economic storm.
Absolute Record: The price of gold per ounce soared more than $230, reaching a historical high of $5,335.
Percentage Gain: This increase of 4.7% represents the most aggressive upward movement since the outbreak of the pandemic in March 2020.
Unstoppable Streak: The precious metal has accumulated a revaluation of almost 16% in just seven sessions, driven by a crisis of confidence in the dollar and the paralysis of the Federal Reserve.
Silver Effect: Silver has not lagged behind, recording a jump of 7.2% to reach levels close to its historical highs (surpassing $113 per ounce in some recent sessions this month).
Key Catalysts: The combination of chronic dollar weakness, uncertainty about the Fed's independence under the current administration, and geopolitical tensions—including trade conflicts and the capture of international political figures—has created the "perfect storm" for metals.
#CryptoNews
$XAU
$XAG
Surpasses $5,300 and records its largest daily explosion in history
Panic and refuge at historical highs
The precious metals market has experienced an unprecedented day on January 28, 2026. Gold has not only surpassed previous records but has also recorded its most massive gain in dollar terms in a single day, consolidating itself as the king asset amid the economic storm.
Absolute Record: The price of gold per ounce soared more than $230, reaching a historical high of $5,335.
Percentage Gain: This increase of 4.7% represents the most aggressive upward movement since the outbreak of the pandemic in March 2020.
Unstoppable Streak: The precious metal has accumulated a revaluation of almost 16% in just seven sessions, driven by a crisis of confidence in the dollar and the paralysis of the Federal Reserve.
Silver Effect: Silver has not lagged behind, recording a jump of 7.2% to reach levels close to its historical highs (surpassing $113 per ounce in some recent sessions this month).
Key Catalysts: The combination of chronic dollar weakness, uncertainty about the Fed's independence under the current administration, and geopolitical tensions—including trade conflicts and the capture of international political figures—has created the "perfect storm" for metals.
#CryptoNews
$XAU
$XAG
The #Fed pause the accelerator
Maintains rates at 3.5%-3.75% and becomes optimistic about the economy
In the meeting of the #fomc on January 27-28, 2026 (the first of the year),
the Federal Reserve decided to keep the target range for the federal funds rate unchanged at 3.5% - 3.75%, breaking the streak of 3 consecutive cuts of 25 bps in 2025.
The vote was 10-2 in favor of the hold (two dissenting members advocated for an immediate cut of 25 bps, showing internal division but a clear majority for patience).
#Powell
$BTC
$SOL
$ASTER
Maintains rates at 3.5%-3.75% and becomes optimistic about the economy
In the meeting of the #fomc on January 27-28, 2026 (the first of the year),
the Federal Reserve decided to keep the target range for the federal funds rate unchanged at 3.5% - 3.75%, breaking the streak of 3 consecutive cuts of 25 bps in 2025.
The vote was 10-2 in favor of the hold (two dissenting members advocated for an immediate cut of 25 bps, showing internal division but a clear majority for patience).
#Powell
$BTC
$SOL
$ASTER
#Robinhood against the ghost of #gamestop
Vlad Tenev bets on tokenization to eliminate the "freezes" of #WallStreet
From T+1 to real-time through Blockchain
Five years after the controversial halt to GameStop shares #GME , Robinhood's CEO, Vlad Tenev, has launched a clear manifesto: the current financial infrastructure is obsolete, and the only way to avoid trading restrictions is to move shares to the blockchain.
The culprit is the "Settlement Time": Tenev argues that the chaos of 2021 was not due to bad faith but rather the slowness of the systems. Although the industry moved from T+2 to T+1, the CEO states that settling trades in 24 hours is still "too slow" for a world of real-time news.
Tokenization as a shield: By converting shares into tokens on a blockchain, settlement is instantaneous. This eliminates the need for brokers to deposit billions in emergency collateral with clearing houses, allowing trading to never stop due to lack of operational liquidity.
Robinhood enters the RWA race: The company has already issued nearly 2,000 tokenized versions of stocks and ETFs. Although with $17 million it is still far from leaders like xStocks or Ondo (with over $500 million), the infrastructure is already in place.
Towards a 24/7 Wall Street and DeFi: Robinhood's plan for the coming months includes unlocking 24/7 trading and providing access to DeFi (decentralized finance) features, such as lending, staking, and, crucially, the self-custody of tokenized shares by users.
#CryptoNews $BTC
Vlad Tenev bets on tokenization to eliminate the "freezes" of #WallStreet
From T+1 to real-time through Blockchain
Five years after the controversial halt to GameStop shares #GME , Robinhood's CEO, Vlad Tenev, has launched a clear manifesto: the current financial infrastructure is obsolete, and the only way to avoid trading restrictions is to move shares to the blockchain.
The culprit is the "Settlement Time": Tenev argues that the chaos of 2021 was not due to bad faith but rather the slowness of the systems. Although the industry moved from T+2 to T+1, the CEO states that settling trades in 24 hours is still "too slow" for a world of real-time news.
Tokenization as a shield: By converting shares into tokens on a blockchain, settlement is instantaneous. This eliminates the need for brokers to deposit billions in emergency collateral with clearing houses, allowing trading to never stop due to lack of operational liquidity.
Robinhood enters the RWA race: The company has already issued nearly 2,000 tokenized versions of stocks and ETFs. Although with $17 million it is still far from leaders like xStocks or Ondo (with over $500 million), the infrastructure is already in place.
Towards a 24/7 Wall Street and DeFi: Robinhood's plan for the coming months includes unlocking 24/7 trading and providing access to DeFi (decentralized finance) features, such as lending, staking, and, crucially, the self-custody of tokenized shares by users.
#CryptoNews $BTC
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