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$1.72B Withdrawn from Bitcoin ETFs in 5-Day Outflow Streak: What’s Next?
TLDR:
Bitcoin ETFs saw $1.72B in outflows as market sentiment remains fragile and cautious.
Fear & Greed Index signals “Extreme Fear” while Bitcoin hovers around $89K.
Lack of catalysts and volatile sentiment leave the Bitcoin price movement uncertain.
ETF outflows and subdued price action reflect shifting risk appetites among investors.
Bitcoin ETFs have been facing a sustained withdrawal streak. $1.72 billion has been pulled in just five days, signaling caution among investors.
This is despite Bitcoin struggling to break above $100,000 since November; sentiment indicators show an “Extreme Fear” environment. With risk-averse behavior dominating, market participants are closely watching for any signs of a trend reversal or further price decline.
Bitcoin ETF Outflows Signal Growing Caution Among Investors
Bitcoin ETFs have experienced significant outflows over the past week. Approximately $1.72 billion was withdrawn across five consecutive trading days.
This trend highlights the fragile investor sentiment prevailing in the market, particularly as Bitcoin has been unable to break above the key psychological level of $100,000 since mid-November.
The continued pullback underscores the broader risk-off behavior among retail investors, signaling a cautious stance amid persistent uncertainty.
US Bitcoin ETFs have experienced a significant outflow, totaling $1.72B over a five-day streak.
— Bitcoin Dino (@bitcoindinos) January 25, 2026
On Friday, Bitcoin ETFs saw a net outflow of $103.5 million, extending a trend that began the previous week. The lack of bullish momentum for Bitcoin is currently hovering around $89,160.
This has led investors to seek safer assets, with many turning to traditional markets like gold and silver. ETF flows are often seen as a barometer for retail appetite in crypto markets.
The current outflow streak reflects the cautious mood dominating the space.
What Does This Mean for Bitcoin’s Near-Term Outlook?
The outflows from Bitcoin ETFs are an indication of broader market sentiment. Investors are retreating from riskier assets as the crypto market faces a phase of uncertainty.
The Crypto Fear & Greed Index recently dropped to “Extreme Fear,” reflecting how fear is weighing heavily on retail participants. Santiment, an analytics firm, suggests that despite the caution, there are signs of a potential market bottom forming.
On-chain signals, reduced social media chatter, and changes in supply distribution could be early hints that a reversal may be coming. This is even though the timing remains uncertain.
Some analysts remain cautiously optimistic, predicting that a corrective rally could be imminent; others believe that Bitcoin may need more time to consolidate before a definitive trend reversal takes shape.
With liquidity conditions tightening and no immediate catalysts on the horizon, Bitcoin’s price is likely to remain range-bound for now.
In this uncertain environment, Bitcoin’s immediate price trajectory is highly dependent on sentiment indicators, ETF flows, and any macro developments.
This could restore confidence among investors. However, the current outflows represent a short-term correction before a new bullish phase can emerge.
The post $1.72B Withdrawn from Bitcoin ETFs in 5-Day Outflow Streak: What’s Next? appeared first on Blockonomi.
Bitcoin ETFs saw $1.72B in outflows as market sentiment remains fragile and cautious.
Fear & Greed Index signals “Extreme Fear” while Bitcoin hovers around $89K.
Lack of catalysts and volatile sentiment leave the Bitcoin price movement uncertain.
ETF outflows and subdued price action reflect shifting risk appetites among investors.
Bitcoin ETFs have been facing a sustained withdrawal streak. $1.72 billion has been pulled in just five days, signaling caution among investors.
This is despite Bitcoin struggling to break above $100,000 since November; sentiment indicators show an “Extreme Fear” environment. With risk-averse behavior dominating, market participants are closely watching for any signs of a trend reversal or further price decline.
Bitcoin ETF Outflows Signal Growing Caution Among Investors
Bitcoin ETFs have experienced significant outflows over the past week. Approximately $1.72 billion was withdrawn across five consecutive trading days.
This trend highlights the fragile investor sentiment prevailing in the market, particularly as Bitcoin has been unable to break above the key psychological level of $100,000 since mid-November.
The continued pullback underscores the broader risk-off behavior among retail investors, signaling a cautious stance amid persistent uncertainty.
US Bitcoin ETFs have experienced a significant outflow, totaling $1.72B over a five-day streak.
— Bitcoin Dino (@bitcoindinos) January 25, 2026
On Friday, Bitcoin ETFs saw a net outflow of $103.5 million, extending a trend that began the previous week. The lack of bullish momentum for Bitcoin is currently hovering around $89,160.
This has led investors to seek safer assets, with many turning to traditional markets like gold and silver. ETF flows are often seen as a barometer for retail appetite in crypto markets.
The current outflow streak reflects the cautious mood dominating the space.
What Does This Mean for Bitcoin’s Near-Term Outlook?
The outflows from Bitcoin ETFs are an indication of broader market sentiment. Investors are retreating from riskier assets as the crypto market faces a phase of uncertainty.
The Crypto Fear & Greed Index recently dropped to “Extreme Fear,” reflecting how fear is weighing heavily on retail participants. Santiment, an analytics firm, suggests that despite the caution, there are signs of a potential market bottom forming.
On-chain signals, reduced social media chatter, and changes in supply distribution could be early hints that a reversal may be coming. This is even though the timing remains uncertain.
Some analysts remain cautiously optimistic, predicting that a corrective rally could be imminent; others believe that Bitcoin may need more time to consolidate before a definitive trend reversal takes shape.
With liquidity conditions tightening and no immediate catalysts on the horizon, Bitcoin’s price is likely to remain range-bound for now.
In this uncertain environment, Bitcoin’s immediate price trajectory is highly dependent on sentiment indicators, ETF flows, and any macro developments.
This could restore confidence among investors. However, the current outflows represent a short-term correction before a new bullish phase can emerge.
The post $1.72B Withdrawn from Bitcoin ETFs in 5-Day Outflow Streak: What’s Next? appeared first on Blockonomi.
Binance Sees $6 Billion Weekly Outflow as Bitcoin, Ethereum and Stablecoins Leave Exchange
TLDR:
Bitcoin and Ethereum combined outflows exceeded $3.3 billion, marking the highest weekly exodus since November 10.
Tether on Ethereum saw $3.11 billion withdrawn while Tron network gained $905 million in USDT inflows concurrently.
Simultaneous withdrawal of risk assets and stablecoins typically precedes heightened volatility rather than clear trends.
Large-scale exchange outflows suggest traders moving to self-custody or responding to market uncertainty concerns.
Binance experienced its largest weekly asset withdrawal since November 10, with over $6 billion leaving the exchange across multiple blockchain networks.
On-chain tracking data shows Bitcoin, Ethereum and Tether dominated the outflows during the week beginning January 19, 2026.
The exodus represents a notable shift in trader behavior on the world’s largest cryptocurrency platform.
Multi-Billion Dollar Withdrawal Marks Exchange Exodus
Bitcoin withdrawals reached approximately $1.97 billion during the seven-day period, while Ethereum saw roughly $1.34 billion move off the platform.
Tether on the Ethereum network recorded the largest single-asset outflow at $3.11 billion. The combined movement of risk assets and stablecoins suggests traders are repositioning holdings rather than exiting crypto markets entirely.
Multichain weekly netflow data confirms the withdrawal pattern affected major digital assets simultaneously. However, the Tron network presented a contrasting trend with USDT-TRC20 recording positive inflows around $905 million.
Source: Cryptoquant
This pattern indicates capital rotation between blockchain networks instead of wholesale flight from centralized exchanges.
The timing and scale of withdrawals draw parallels to previous periods of market uncertainty. Large institutional holders often move assets into cold storage ahead of anticipated price movements. Self-custody solutions have gained traction among traders seeking direct control over their digital holdings.
Market Dynamics Point to Potential Volatility Ahead
Exchange outflows of this magnitude typically precede periods of increased price swings across cryptocurrency markets.
The simultaneous withdrawal of both trading assets and stablecoins creates conditions for supply constraints. Reduced liquidity on centralized platforms can amplify price movements in either direction.
Two competing narratives have emerged around the data. Some analysts view the outflows as preparation for future price appreciation through reduced available supply.
Others interpret the movement as risk mitigation amid broader market concerns or platform-specific factors affecting trader confidence.
The withdrawal pattern differs from typical market cycles where stablecoins flow into exchanges before major purchases.
Instead, USDT exited alongside Bitcoin and Ethereum, complicating immediate directional forecasts. Historical precedent suggests this configuration often leads to heightened volatility rather than clear trends.
Network-specific data reveals traders are selectively choosing blockchain platforms for asset storage. The positive Tron network inflow contrasts sharply with Ethereum’s stablecoin exodus.
This selective migration points to cost considerations and transaction efficiency driving allocation decisions beyond simple exchange exit strategies.
The post Binance Sees $6 Billion Weekly Outflow as Bitcoin, Ethereum and Stablecoins Leave Exchange appeared first on Blockonomi.
Bitcoin and Ethereum combined outflows exceeded $3.3 billion, marking the highest weekly exodus since November 10.
Tether on Ethereum saw $3.11 billion withdrawn while Tron network gained $905 million in USDT inflows concurrently.
Simultaneous withdrawal of risk assets and stablecoins typically precedes heightened volatility rather than clear trends.
Large-scale exchange outflows suggest traders moving to self-custody or responding to market uncertainty concerns.
Binance experienced its largest weekly asset withdrawal since November 10, with over $6 billion leaving the exchange across multiple blockchain networks.
On-chain tracking data shows Bitcoin, Ethereum and Tether dominated the outflows during the week beginning January 19, 2026.
The exodus represents a notable shift in trader behavior on the world’s largest cryptocurrency platform.
Multi-Billion Dollar Withdrawal Marks Exchange Exodus
Bitcoin withdrawals reached approximately $1.97 billion during the seven-day period, while Ethereum saw roughly $1.34 billion move off the platform.
Tether on the Ethereum network recorded the largest single-asset outflow at $3.11 billion. The combined movement of risk assets and stablecoins suggests traders are repositioning holdings rather than exiting crypto markets entirely.
Multichain weekly netflow data confirms the withdrawal pattern affected major digital assets simultaneously. However, the Tron network presented a contrasting trend with USDT-TRC20 recording positive inflows around $905 million.
Source: Cryptoquant
This pattern indicates capital rotation between blockchain networks instead of wholesale flight from centralized exchanges.
The timing and scale of withdrawals draw parallels to previous periods of market uncertainty. Large institutional holders often move assets into cold storage ahead of anticipated price movements. Self-custody solutions have gained traction among traders seeking direct control over their digital holdings.
Market Dynamics Point to Potential Volatility Ahead
Exchange outflows of this magnitude typically precede periods of increased price swings across cryptocurrency markets.
The simultaneous withdrawal of both trading assets and stablecoins creates conditions for supply constraints. Reduced liquidity on centralized platforms can amplify price movements in either direction.
Two competing narratives have emerged around the data. Some analysts view the outflows as preparation for future price appreciation through reduced available supply.
Others interpret the movement as risk mitigation amid broader market concerns or platform-specific factors affecting trader confidence.
The withdrawal pattern differs from typical market cycles where stablecoins flow into exchanges before major purchases.
Instead, USDT exited alongside Bitcoin and Ethereum, complicating immediate directional forecasts. Historical precedent suggests this configuration often leads to heightened volatility rather than clear trends.
Network-specific data reveals traders are selectively choosing blockchain platforms for asset storage. The positive Tron network inflow contrasts sharply with Ethereum’s stablecoin exodus.
This selective migration points to cost considerations and transaction efficiency driving allocation decisions beyond simple exchange exit strategies.
The post Binance Sees $6 Billion Weekly Outflow as Bitcoin, Ethereum and Stablecoins Leave Exchange appeared first on Blockonomi.
Polymarket Predicts 77% Chance of US Government Shutdown This January
TLDR:
Polymarket’s odds now show a 77% chance of a US government shutdown by January’s end, a 67% rise in 24 hours.
Senator Schumer’s refusal to vote on the DHS funding sparks fears of a prolonged shutdown and regulatory delay.
Trump’s prediction of a ‘Democrat shutdown’ fuels growing uncertainty about the timeline for the CLARITY Act.
Coinbase CEO Brian Armstrong opposes the current version of the CLARITY Act, citing concerns over tokenized equities and privacy risks.
Polymarket has priced in a 77% chance of a U.S. government shutdown before January ends, marking a sharp increase in shutdown odds.
This uncertainty comes amid mounting political tension around funding issues, with the potential to delay the CLARITY Act. The surge in odds has put the crypto industry on high alert for further regulatory delays.
Shutdown Odds Surge, Potentially Jeopardizing the CLARITY Act
Polymarket’s latest data reveals that the odds of a U.S. government shutdown have spiked to 77% by the end of January 2026. This represents a dramatic 67% increase within just 24 hours, raising alarms in the political and financial sectors.
The primary catalyst for this surge is the ongoing political gridlock over government funding. Particularly regarding the Department of Homeland Security (DHS) bill.
Senate Majority Leader Chuck Schumer recently announced that Senate Democrats would oppose funding the DHS if the bill included provisions they find objectionable. Starting with those related to ICE enforcement.
His remarks, along with Trump’s warning of a “Democrat shutdown,” have ignited fears that Congress may fail to pass crucial funding before the deadline. This, in turn, could trigger another lengthy government shutdown.
The last one in late 2025, caused significant disruptions in legislative processes. This would delay efforts to pass bills like the CLARITY Act which aims to bring clarity to the digital asset.
The CLARITY Act, which has already faced delays due to the prior government shutdown, now risks even further setbacks. However, with the current political climate and the looming threat of another shutdown, the chances of it being enacted appear slim.
Trump’s Shutdown Prediction Adds to Industry Concerns
In addition to the concerns raised by Schumer’s opposition, former President Donald Trump has further fueled uncertainty by predicting that a shutdown is likely. Speaking to Fox Business, Trump stated, “We’re probably going to end up in another Democrat shutdown.”
While Trump’s comment was somewhat vague, it underscores the volatile political landscape in Washington. The crypto industry has expressed its frustration over the stalled regulatory framework.
Trump’s remarks only add fuel to the prolonged uncertainty surrounding the fate of the CLARITY Act. Alongside the possibility of a government shutdown, has created a sense of dread among crypto stakeholders.
Many in the industry were hopeful that the legislation would provide much-needed clarity on the classification of digital assets, stablecoin regulations. However these efforts now seem more vulnerable than ever.
Furthermore, the situation is exacerbated by the recent withdrawal of Coinbase’s support for the bill. CEO Brian Armstrong voiced concerns over several provisions in the CLARITY Act.
He described it as a “de facto ban” on tokenized equities and restrictive regulations on decentralized finance (DeFi). With major players like Coinbase distancing themselves from the bill, the chances of passing remain slim, leaving the crypto industry in a state of limbo.
As the deadline for government funding approaches, the future of the CLARITY Act hangs in the balance. With political infighting and regulatory uncertainty casting long shadows over the crypto landscape.
The post Polymarket Predicts 77% Chance of US Government Shutdown This January appeared first on Blockonomi.
Polymarket’s odds now show a 77% chance of a US government shutdown by January’s end, a 67% rise in 24 hours.
Senator Schumer’s refusal to vote on the DHS funding sparks fears of a prolonged shutdown and regulatory delay.
Trump’s prediction of a ‘Democrat shutdown’ fuels growing uncertainty about the timeline for the CLARITY Act.
Coinbase CEO Brian Armstrong opposes the current version of the CLARITY Act, citing concerns over tokenized equities and privacy risks.
Polymarket has priced in a 77% chance of a U.S. government shutdown before January ends, marking a sharp increase in shutdown odds.
This uncertainty comes amid mounting political tension around funding issues, with the potential to delay the CLARITY Act. The surge in odds has put the crypto industry on high alert for further regulatory delays.
Shutdown Odds Surge, Potentially Jeopardizing the CLARITY Act
Polymarket’s latest data reveals that the odds of a U.S. government shutdown have spiked to 77% by the end of January 2026. This represents a dramatic 67% increase within just 24 hours, raising alarms in the political and financial sectors.
The primary catalyst for this surge is the ongoing political gridlock over government funding. Particularly regarding the Department of Homeland Security (DHS) bill.
Senate Majority Leader Chuck Schumer recently announced that Senate Democrats would oppose funding the DHS if the bill included provisions they find objectionable. Starting with those related to ICE enforcement.
His remarks, along with Trump’s warning of a “Democrat shutdown,” have ignited fears that Congress may fail to pass crucial funding before the deadline. This, in turn, could trigger another lengthy government shutdown.
The last one in late 2025, caused significant disruptions in legislative processes. This would delay efforts to pass bills like the CLARITY Act which aims to bring clarity to the digital asset.
The CLARITY Act, which has already faced delays due to the prior government shutdown, now risks even further setbacks. However, with the current political climate and the looming threat of another shutdown, the chances of it being enacted appear slim.
Trump’s Shutdown Prediction Adds to Industry Concerns
In addition to the concerns raised by Schumer’s opposition, former President Donald Trump has further fueled uncertainty by predicting that a shutdown is likely. Speaking to Fox Business, Trump stated, “We’re probably going to end up in another Democrat shutdown.”
While Trump’s comment was somewhat vague, it underscores the volatile political landscape in Washington. The crypto industry has expressed its frustration over the stalled regulatory framework.
Trump’s remarks only add fuel to the prolonged uncertainty surrounding the fate of the CLARITY Act. Alongside the possibility of a government shutdown, has created a sense of dread among crypto stakeholders.
Many in the industry were hopeful that the legislation would provide much-needed clarity on the classification of digital assets, stablecoin regulations. However these efforts now seem more vulnerable than ever.
Furthermore, the situation is exacerbated by the recent withdrawal of Coinbase’s support for the bill. CEO Brian Armstrong voiced concerns over several provisions in the CLARITY Act.
He described it as a “de facto ban” on tokenized equities and restrictive regulations on decentralized finance (DeFi). With major players like Coinbase distancing themselves from the bill, the chances of passing remain slim, leaving the crypto industry in a state of limbo.
As the deadline for government funding approaches, the future of the CLARITY Act hangs in the balance. With political infighting and regulatory uncertainty casting long shadows over the crypto landscape.
The post Polymarket Predicts 77% Chance of US Government Shutdown This January appeared first on Blockonomi.
SUI Group Shifts to Operating Business Model with $450M Raise and Protocol Privacy Launch
TLDR:
Sui Group raised $450M in PIPE funding to increase holdings from 3% to 5% of SUI’s circulating supply.
SuiUSDE stablecoin directs 90% of fees to buy SUI tokens or fund Sui-native DeFi ecosystem projects.
Protocol-level privacy using ZK-proofs hides transaction details while maintaining regulatory compliance.
Institutional inflows reached $5.7M weekly as Sui positions itself as bank-friendly blockchain infrastructure.
Nasdaq-listed Sui Group Holdings has announced a fundamental shift from a foundation-backed digital asset treasury to an operating business model focused on accumulating SUI and generating recurring yield.
The company currently holds approximately 108 million SUI tokens, valued at roughly $160 million and representing about 3% of the circulating supply.
Sui Group aims to increase its holdings to 5% of the float through strategic acquisitions and partnerships.
Sui Group Raises Capital and Launches Yield-Bearing Stablecoin
The company secured approximately $450 million through a private investment in public equity (PIPE) transaction. Galaxy Digital serves as the custodian for these digital assets.
According to @martypartymusic, Sui Group is launching SuiUSDE, a yield-bearing stablecoin developed in collaboration with the Sui Foundation and Ethena. The stablecoin structure directs 90% of generated fees back to Sui Group and the foundation.
SUI News: Nasdaq-listed Sui Group Holdings is shifting from a foundation-backed digital asset treasury to an operating business that accumulates $SUI and generates recurring yield. The company holds ~108 million SUI (~$160M, ~3% of circulating supply) and aims to increase to 5%…
— MartyParty (@martypartymusic) January 25, 2026
These funds will be used to purchase SUI tokens or support Sui-native decentralized finance protocols. Additionally, Sui Group has established a revenue-sharing agreement with Bluefin DEX.
The firm targets an effective yield of approximately 6% from its operations. Management has already repurchased 8.8% of outstanding shares while maintaining roughly $22 million in cash reserves.
The strategic positioning aims to establish Sui Group as the central economic actor within the Sui ecosystem. This approach combines treasury management with active participation in ecosystem development.
The company intends to generate sustainable returns through multiple revenue streams rather than passive token holding.
Protocol-Level Privacy Features Attract Institutional Capital
Sui blockchain is implementing protocol-level privacy features that differentiate it from competing networks. Unlike traditional blockchains, where complete wallet histories remain publicly visible, Sui’s new zero-knowledge proof architecture enables “Confidential DeFi” functionality.
Transaction details become hidden from public view while remaining verifiable for regulatory purposes. @Altcoinbuzzio reported that this architecture positions Sui as a “bank-friendly” high-performance ledger.
SUI: THE PROTOCOL-LEVEL PRIVACY SHIFT$SUI is moving beyond the "Solana Killer" narrative by launching Protocol-Level Privacy.
Unlike other chains where your entire wallet history is public, $SUI's new ZK-proof architecture allows for "Confidential DeFi," where transaction… pic.twitter.com/asqfI4EBdd
— Altcoin Buzz (@Altcoinbuzzio) January 24, 2026
Institutional capital has responded positively to these developments. Weekly inflows reached $5.7 million during the current month.
The “S2” StackStack framework simplifies development operations for builders constructing applications on the network. This combination of privacy features and developer tools attracts both institutional investors and technical teams.
The privacy implementation moves beyond typical marketing narratives focused on competitor comparisons. Instead, the technical infrastructure addresses specific regulatory and institutional requirements.
Financial institutions require transaction privacy while maintaining compliance with reporting obligations. Sui’s zero-knowledge proof system provides this balance through cryptographic verification methods.
The convergence of Sui Group’s operating business model and the protocol’s privacy features creates a unique positioning.
Enterprise adoption often requires privacy guarantees that public blockchains traditionally cannot provide. However, regulatory frameworks demand transparency for compliance purposes.
These developments address both requirements simultaneously through technical innovation and strategic business structure.
The post SUI Group Shifts to Operating Business Model with $450M Raise and Protocol Privacy Launch appeared first on Blockonomi.
Sui Group raised $450M in PIPE funding to increase holdings from 3% to 5% of SUI’s circulating supply.
SuiUSDE stablecoin directs 90% of fees to buy SUI tokens or fund Sui-native DeFi ecosystem projects.
Protocol-level privacy using ZK-proofs hides transaction details while maintaining regulatory compliance.
Institutional inflows reached $5.7M weekly as Sui positions itself as bank-friendly blockchain infrastructure.
Nasdaq-listed Sui Group Holdings has announced a fundamental shift from a foundation-backed digital asset treasury to an operating business model focused on accumulating SUI and generating recurring yield.
The company currently holds approximately 108 million SUI tokens, valued at roughly $160 million and representing about 3% of the circulating supply.
Sui Group aims to increase its holdings to 5% of the float through strategic acquisitions and partnerships.
Sui Group Raises Capital and Launches Yield-Bearing Stablecoin
The company secured approximately $450 million through a private investment in public equity (PIPE) transaction. Galaxy Digital serves as the custodian for these digital assets.
According to @martypartymusic, Sui Group is launching SuiUSDE, a yield-bearing stablecoin developed in collaboration with the Sui Foundation and Ethena. The stablecoin structure directs 90% of generated fees back to Sui Group and the foundation.
SUI News: Nasdaq-listed Sui Group Holdings is shifting from a foundation-backed digital asset treasury to an operating business that accumulates $SUI and generates recurring yield. The company holds ~108 million SUI (~$160M, ~3% of circulating supply) and aims to increase to 5%…
— MartyParty (@martypartymusic) January 25, 2026
These funds will be used to purchase SUI tokens or support Sui-native decentralized finance protocols. Additionally, Sui Group has established a revenue-sharing agreement with Bluefin DEX.
The firm targets an effective yield of approximately 6% from its operations. Management has already repurchased 8.8% of outstanding shares while maintaining roughly $22 million in cash reserves.
The strategic positioning aims to establish Sui Group as the central economic actor within the Sui ecosystem. This approach combines treasury management with active participation in ecosystem development.
The company intends to generate sustainable returns through multiple revenue streams rather than passive token holding.
Protocol-Level Privacy Features Attract Institutional Capital
Sui blockchain is implementing protocol-level privacy features that differentiate it from competing networks. Unlike traditional blockchains, where complete wallet histories remain publicly visible, Sui’s new zero-knowledge proof architecture enables “Confidential DeFi” functionality.
Transaction details become hidden from public view while remaining verifiable for regulatory purposes. @Altcoinbuzzio reported that this architecture positions Sui as a “bank-friendly” high-performance ledger.
SUI: THE PROTOCOL-LEVEL PRIVACY SHIFT$SUI is moving beyond the "Solana Killer" narrative by launching Protocol-Level Privacy.
Unlike other chains where your entire wallet history is public, $SUI's new ZK-proof architecture allows for "Confidential DeFi," where transaction… pic.twitter.com/asqfI4EBdd
— Altcoin Buzz (@Altcoinbuzzio) January 24, 2026
Institutional capital has responded positively to these developments. Weekly inflows reached $5.7 million during the current month.
The “S2” StackStack framework simplifies development operations for builders constructing applications on the network. This combination of privacy features and developer tools attracts both institutional investors and technical teams.
The privacy implementation moves beyond typical marketing narratives focused on competitor comparisons. Instead, the technical infrastructure addresses specific regulatory and institutional requirements.
Financial institutions require transaction privacy while maintaining compliance with reporting obligations. Sui’s zero-knowledge proof system provides this balance through cryptographic verification methods.
The convergence of Sui Group’s operating business model and the protocol’s privacy features creates a unique positioning.
Enterprise adoption often requires privacy guarantees that public blockchains traditionally cannot provide. However, regulatory frameworks demand transparency for compliance purposes.
These developments address both requirements simultaneously through technical innovation and strategic business structure.
The post SUI Group Shifts to Operating Business Model with $450M Raise and Protocol Privacy Launch appeared first on Blockonomi.
Bitcoin Investors Record First Net Losses Since October 2023 as Bear Market Indicators Flash
TLDR:
Bitcoin investors have realized $6.1 billion in losses since December, the first negative period in 15 months.
Net realized profits dropped to 2.5M BTC, matching March 2022 levels when the bear market was underway.
Two-thirds of Bitcoin supply remains profitable while one-third sits underwater at current price levels.
MVRV ratio cooled to 1.5x, indicating early-bear conditions rather than deep bear market capitulation phase.
Bitcoin holders are recording net losses for the first time in over a year, according to recent on-chain data from CryptoQuant.
The shift marks a notable change in market dynamics as investors have realized $6.1 billion in losses since December.
This pattern mirrors the 2021-2022 transition that preceded the last major downturn, raising questions about whether the market has entered a new phase.
Realized Losses Mount as Profit Structure Weakens
CryptoQuant data reveals that Bitcoin investors have realized losses totaling 69,000 BTC since December, valued at approximately $6.1 billion.
The metric flipped negative for the first time since October 2023, signaling a fundamental shift in market sentiment. Coin Bureau noted this development closely resembles the 2021-2022 bull-to-bear transition period.
Realized profits reached their peak in January 2024 before forming lower highs through December. The trend continued to fade throughout 2025 before turning negative.
THE 2022 BEAR MARKET SIGNAL JUST RETURNED!
CryptoQuant data shows BTC investors are losing money for the first time since Oct 2023.
1⃣ Since December, holders have realized 69K $BTC in losses, worth $6.1B.
2⃣ Realized profits peaked in Jan 2024→ lower highs in Dec→ faded… pic.twitter.com/xhN6tJdHbm
— Coin Bureau (@coinbureau) January 25, 2026
Net realized profits have dropped to 2.5 million BTC, representing the lowest level recorded since March 2024. That figure aligns with March 2022 readings when the previous bear market was already underway.
The deterioration in profit-taking activity suggests holders are either unable or unwilling to sell at gains. Trading volume during losing periods indicates capitulation may be building among certain cohorts. However, the scale remains modest compared to historical bear market extremes.
Current price action around $88,000 still maintains a significant premium over the realized price of $56,000. This gap indicates the average holder remains in profit despite recent losses.
The compression of profitability represents a shift in market structure rather than complete destruction of gains.
On-Chain Metrics Point to Early Bear Market Conditions
Novaque Research characterizes the current environment as an early-bear or digestion regime based on multiple on-chain indicators.
Approximately two-thirds of Bitcoin’s supply remains profitable while one-third now sits underwater. Earlier in the year, nearly all coins were in profit, but a meaningful minority now faces losses.
The MVRV ratio has cooled to roughly 1.5x, well below the 3-4x levels associated with market tops. This reading sits above the sub-1x levels that historically marked deep value during previous bear markets.
The Net Unrealized Profit/Loss indicator has migrated from euphoria into an optimism-anxiety zone where conviction appears weaker.
Net Realized Profit/Loss has shifted from consistent profits to choppy, modest losses. The metric now prints negative readings frequently enough to warrant attention. However, sustained outsized loss spikes typical of broad capitulation have not yet materialized.
Professional allocators are adjusting strategies in response to these conditions. Smaller net-long positions, greater use of relative-value approaches, and increased patience characterize the current positioning.
Market participants await either renewed momentum or clearer capitulation signals before committing additional capital to directional bets.
The post Bitcoin Investors Record First Net Losses Since October 2023 as Bear Market Indicators Flash appeared first on Blockonomi.
Bitcoin investors have realized $6.1 billion in losses since December, the first negative period in 15 months.
Net realized profits dropped to 2.5M BTC, matching March 2022 levels when the bear market was underway.
Two-thirds of Bitcoin supply remains profitable while one-third sits underwater at current price levels.
MVRV ratio cooled to 1.5x, indicating early-bear conditions rather than deep bear market capitulation phase.
Bitcoin holders are recording net losses for the first time in over a year, according to recent on-chain data from CryptoQuant.
The shift marks a notable change in market dynamics as investors have realized $6.1 billion in losses since December.
This pattern mirrors the 2021-2022 transition that preceded the last major downturn, raising questions about whether the market has entered a new phase.
Realized Losses Mount as Profit Structure Weakens
CryptoQuant data reveals that Bitcoin investors have realized losses totaling 69,000 BTC since December, valued at approximately $6.1 billion.
The metric flipped negative for the first time since October 2023, signaling a fundamental shift in market sentiment. Coin Bureau noted this development closely resembles the 2021-2022 bull-to-bear transition period.
Realized profits reached their peak in January 2024 before forming lower highs through December. The trend continued to fade throughout 2025 before turning negative.
THE 2022 BEAR MARKET SIGNAL JUST RETURNED!
CryptoQuant data shows BTC investors are losing money for the first time since Oct 2023.
1⃣ Since December, holders have realized 69K $BTC in losses, worth $6.1B.
2⃣ Realized profits peaked in Jan 2024→ lower highs in Dec→ faded… pic.twitter.com/xhN6tJdHbm
— Coin Bureau (@coinbureau) January 25, 2026
Net realized profits have dropped to 2.5 million BTC, representing the lowest level recorded since March 2024. That figure aligns with March 2022 readings when the previous bear market was already underway.
The deterioration in profit-taking activity suggests holders are either unable or unwilling to sell at gains. Trading volume during losing periods indicates capitulation may be building among certain cohorts. However, the scale remains modest compared to historical bear market extremes.
Current price action around $88,000 still maintains a significant premium over the realized price of $56,000. This gap indicates the average holder remains in profit despite recent losses.
The compression of profitability represents a shift in market structure rather than complete destruction of gains.
On-Chain Metrics Point to Early Bear Market Conditions
Novaque Research characterizes the current environment as an early-bear or digestion regime based on multiple on-chain indicators.
Approximately two-thirds of Bitcoin’s supply remains profitable while one-third now sits underwater. Earlier in the year, nearly all coins were in profit, but a meaningful minority now faces losses.
The MVRV ratio has cooled to roughly 1.5x, well below the 3-4x levels associated with market tops. This reading sits above the sub-1x levels that historically marked deep value during previous bear markets.
The Net Unrealized Profit/Loss indicator has migrated from euphoria into an optimism-anxiety zone where conviction appears weaker.
Net Realized Profit/Loss has shifted from consistent profits to choppy, modest losses. The metric now prints negative readings frequently enough to warrant attention. However, sustained outsized loss spikes typical of broad capitulation have not yet materialized.
Professional allocators are adjusting strategies in response to these conditions. Smaller net-long positions, greater use of relative-value approaches, and increased patience characterize the current positioning.
Market participants await either renewed momentum or clearer capitulation signals before committing additional capital to directional bets.
The post Bitcoin Investors Record First Net Losses Since October 2023 as Bear Market Indicators Flash appeared first on Blockonomi.
Korea University Joins Injective as Validator in Strategic Blockchain Partnership
TLDR:
Korea University ranked first in the 2026 K Universities Global Excellence Rankings for education quality
Partnership makes Korea University both a validator and research partner in Injective’s global network
Joint research will focus on real-world asset tokenization structures for the Korean financial market
The institute leads government-funded research on smart contract security across the complete development cycle
Korea University’s Blockchain Research Institute has formed a strategic partnership with Injective, marking a notable development in the country’s blockchain sector.
The collaboration positions the institution as both a validator and research partner within the Injective ecosystem.
This move strengthens Injective’s presence in the Asia-Pacific region while connecting academic research with blockchain infrastructure.
The partnership focuses on production-grade systems and institutional readiness for decentralized finance applications.
Academic Institution Enters Blockchain Validation
Korea University secured first place in The Korea Times K Universities Global Excellence Rankings for 2026.
The institution maintains a strong record in education quality, research output, and graduate outcomes. As Korea’s oldest university, it has shaped the nation’s academic and technological development for decades.
The Blockchain Research Institute operates within the College of Informatics. Since 2020, the institute has conducted research on blockchain and digital asset technologies. The work spans multiple sectors including finance, public systems, and enterprise infrastructure.
The institute currently leads a government-funded research initiative. The project receives support from the Institute of Information and Communications Technology Planning and Evaluation.
The research focuses on smart contract security across the entire lifecycle from design through execution.
This expertise matches well with Injective’s technical framework. The platform launched its native EVM layer in November 2025.
The system includes MEV-resistant infrastructure and atomic transaction processing designed for institutional requirements.
Research Focus on Real-World Asset Tokenization
Korea University will operate as a validator within the Injective network. The role extends beyond technical contributions to ecosystem development and global expansion.
Both parties plan joint research on real-world asset tokenization and onchain financial structures in Korea.
According to Andrew Kang, Head of Korea at Injective, academic partnerships build long-term trust and sustainable growth.
He stated that the collaboration aims to advance research and discussion around onchain finance and RWA adoption in Korea and Asia.
The research will examine structural feasibility and regulatory compatibility from the start. Analysis will cover disclosure obligations, compliance constraints, and operational requirements within the Korean financial systems.
Injective’s RWA module provides institutions with compliance-focused solutions for permissioned asset-backed tokens.
In a statement, Professor Inho Lee, Director of the Blockchain Research Institute, explained that the partnership enables practical studies applicable to industry and regulatory environments.
He emphasized that the focus remains on digital assets and RWA structures suitable for the Korean market. The collaboration represents a shift toward active academic participation in blockchain ecosystems rather than external observation.
The post Korea University Joins Injective as Validator in Strategic Blockchain Partnership appeared first on Blockonomi.
Korea University ranked first in the 2026 K Universities Global Excellence Rankings for education quality
Partnership makes Korea University both a validator and research partner in Injective’s global network
Joint research will focus on real-world asset tokenization structures for the Korean financial market
The institute leads government-funded research on smart contract security across the complete development cycle
Korea University’s Blockchain Research Institute has formed a strategic partnership with Injective, marking a notable development in the country’s blockchain sector.
The collaboration positions the institution as both a validator and research partner within the Injective ecosystem.
This move strengthens Injective’s presence in the Asia-Pacific region while connecting academic research with blockchain infrastructure.
The partnership focuses on production-grade systems and institutional readiness for decentralized finance applications.
Academic Institution Enters Blockchain Validation
Korea University secured first place in The Korea Times K Universities Global Excellence Rankings for 2026.
The institution maintains a strong record in education quality, research output, and graduate outcomes. As Korea’s oldest university, it has shaped the nation’s academic and technological development for decades.
The Blockchain Research Institute operates within the College of Informatics. Since 2020, the institute has conducted research on blockchain and digital asset technologies. The work spans multiple sectors including finance, public systems, and enterprise infrastructure.
The institute currently leads a government-funded research initiative. The project receives support from the Institute of Information and Communications Technology Planning and Evaluation.
The research focuses on smart contract security across the entire lifecycle from design through execution.
This expertise matches well with Injective’s technical framework. The platform launched its native EVM layer in November 2025.
The system includes MEV-resistant infrastructure and atomic transaction processing designed for institutional requirements.
Research Focus on Real-World Asset Tokenization
Korea University will operate as a validator within the Injective network. The role extends beyond technical contributions to ecosystem development and global expansion.
Both parties plan joint research on real-world asset tokenization and onchain financial structures in Korea.
According to Andrew Kang, Head of Korea at Injective, academic partnerships build long-term trust and sustainable growth.
He stated that the collaboration aims to advance research and discussion around onchain finance and RWA adoption in Korea and Asia.
The research will examine structural feasibility and regulatory compatibility from the start. Analysis will cover disclosure obligations, compliance constraints, and operational requirements within the Korean financial systems.
Injective’s RWA module provides institutions with compliance-focused solutions for permissioned asset-backed tokens.
In a statement, Professor Inho Lee, Director of the Blockchain Research Institute, explained that the partnership enables practical studies applicable to industry and regulatory environments.
He emphasized that the focus remains on digital assets and RWA structures suitable for the Korean market. The collaboration represents a shift toward active academic participation in blockchain ecosystems rather than external observation.
The post Korea University Joins Injective as Validator in Strategic Blockchain Partnership appeared first on Blockonomi.
Ethereum Redefines Digital Art: When the Network Becomes the Medium
TLDR:
Ethereum enables art that exists fully on the blockchain, requiring network participation to function.
CryptoPunks and Autoglyphs showcase protocol-first design, making the network itself the medium.
Ownership and value are determined by consensus, not museums or centralized institutions.
The ∞ETH NODE sculpture visualizes Ethereum’s real-time activity as both art and data experience.
Ethereum is reshaping the way digital art is created and preserved by using the network itself as the medium. Unlike traditional digital art, networked art requires the blockchain for its function, storage, and execution.
As Natalie Stone, Executive Producer & Arts Strategist, explains, “What does it mean to make art with a network? Not on it. Not about it. With it.”
Projects like CryptoPunks and Autoglyphs show that Ethereum allows art to persist indefinitely, maintained by global participation rather than institutional control.
Networked Art as a Living System
Networked art differs from art about or hosted on a network. Stone notes, “Art about a network is thematic; art on a network is hosted; art with a network cannot function without it.”
While net.art of the 1990s relied on centralized servers, Ethereum allows works to exist fully within a decentralized ecosystem.
JODI’s browser-based art depended on manual archiving, whereas Ethereum-based projects embed the art in smart contracts, creating permanence and interactivity.
Artists like Matt Hall and John Watkinson of Larva Labs illustrate this through Autoglyphs, where the algorithm “ran inside the transaction itself, performance happening on Ethereum, not a server.”
Each piece becomes a self-contained execution on the blockchain, consuming network resources while remaining immutable.
Their 2025 project Quine further explores onchain replication, producing works where the computation itself is the artistic output.
The Ethereum network transforms each transaction into part of the artwork, reinforcing a collective experience.
CryptoPunks exemplify networked art as both technical and social protocols. As Stone writes, “Every bid, offer, sale is executed and reaffirmed on the smart contract within the Ethereum blockchain, validating ownership and signifying status.”
https://t.co/SdX5l1KYQz
— Ethereum (@ethereum) January 25, 2026
The project’s smart contract enforces scarcity and transfer automatically, creating a decentralized marketplace.
Value is determined by thousands of participants worldwide, not by the artists or institutions, illustrating the network’s power in defining cultural significance.
Participation drives the art’s meaning and value. Without collectors and active transactions, the artwork cannot exist. Larva Labs ensured that control over pricing and ownership rests with the network, reinforcing Stone’s observation:
“If participation is the medium, decentralization is not just an ideology; it is a material constraint.” This approach allows Ethereum-based projects to maintain authenticity and function independent of central authority.
Ethereum as Medium and Marketplace
Ethereum enables artworks inseparable from the network itself, integrating technology and cultural expression.
The ∞ETH NODE sculpture demonstrates this by visualizing every block, transaction, and heartbeat in real time.
Stone remarks, “The world’s computer, presented unapologetically, as the art itself.” Larva Labs’ installation converts the network’s invisible processes into light and audio, showing Ethereum’s properties as material that artists must shape.
Ownership and value are confirmed by network consensus rather than museums or curators. Stone observes that institutional acquisitions, including MoMA’s purchase of CryptoPunks, “acknowledge cultural significance but do not control the artwork.”
Smart contracts preserve creation, transfer, and ownership on Ethereum, ensuring longevity. Larva Labs’ methodology emphasizes “logic before image, system before object, protocol first,” storing image data and hashes directly onchain.
Ethereum’s network consensus determines value and meaning. Transactions, interactions, and replication collectively reinforce the artwork, confirming Stone’s point:
“Without participants – there is no consensus, there is no art.” Ethereum transforms cultural production into a decentralized system, where global participation sustains art’s existence and guarantees permanence.
The post Ethereum Redefines Digital Art: When the Network Becomes the Medium appeared first on Blockonomi.
Ethereum enables art that exists fully on the blockchain, requiring network participation to function.
CryptoPunks and Autoglyphs showcase protocol-first design, making the network itself the medium.
Ownership and value are determined by consensus, not museums or centralized institutions.
The ∞ETH NODE sculpture visualizes Ethereum’s real-time activity as both art and data experience.
Ethereum is reshaping the way digital art is created and preserved by using the network itself as the medium. Unlike traditional digital art, networked art requires the blockchain for its function, storage, and execution.
As Natalie Stone, Executive Producer & Arts Strategist, explains, “What does it mean to make art with a network? Not on it. Not about it. With it.”
Projects like CryptoPunks and Autoglyphs show that Ethereum allows art to persist indefinitely, maintained by global participation rather than institutional control.
Networked Art as a Living System
Networked art differs from art about or hosted on a network. Stone notes, “Art about a network is thematic; art on a network is hosted; art with a network cannot function without it.”
While net.art of the 1990s relied on centralized servers, Ethereum allows works to exist fully within a decentralized ecosystem.
JODI’s browser-based art depended on manual archiving, whereas Ethereum-based projects embed the art in smart contracts, creating permanence and interactivity.
Artists like Matt Hall and John Watkinson of Larva Labs illustrate this through Autoglyphs, where the algorithm “ran inside the transaction itself, performance happening on Ethereum, not a server.”
Each piece becomes a self-contained execution on the blockchain, consuming network resources while remaining immutable.
Their 2025 project Quine further explores onchain replication, producing works where the computation itself is the artistic output.
The Ethereum network transforms each transaction into part of the artwork, reinforcing a collective experience.
CryptoPunks exemplify networked art as both technical and social protocols. As Stone writes, “Every bid, offer, sale is executed and reaffirmed on the smart contract within the Ethereum blockchain, validating ownership and signifying status.”
https://t.co/SdX5l1KYQz
— Ethereum (@ethereum) January 25, 2026
The project’s smart contract enforces scarcity and transfer automatically, creating a decentralized marketplace.
Value is determined by thousands of participants worldwide, not by the artists or institutions, illustrating the network’s power in defining cultural significance.
Participation drives the art’s meaning and value. Without collectors and active transactions, the artwork cannot exist. Larva Labs ensured that control over pricing and ownership rests with the network, reinforcing Stone’s observation:
“If participation is the medium, decentralization is not just an ideology; it is a material constraint.” This approach allows Ethereum-based projects to maintain authenticity and function independent of central authority.
Ethereum as Medium and Marketplace
Ethereum enables artworks inseparable from the network itself, integrating technology and cultural expression.
The ∞ETH NODE sculpture demonstrates this by visualizing every block, transaction, and heartbeat in real time.
Stone remarks, “The world’s computer, presented unapologetically, as the art itself.” Larva Labs’ installation converts the network’s invisible processes into light and audio, showing Ethereum’s properties as material that artists must shape.
Ownership and value are confirmed by network consensus rather than museums or curators. Stone observes that institutional acquisitions, including MoMA’s purchase of CryptoPunks, “acknowledge cultural significance but do not control the artwork.”
Smart contracts preserve creation, transfer, and ownership on Ethereum, ensuring longevity. Larva Labs’ methodology emphasizes “logic before image, system before object, protocol first,” storing image data and hashes directly onchain.
Ethereum’s network consensus determines value and meaning. Transactions, interactions, and replication collectively reinforce the artwork, confirming Stone’s point:
“Without participants – there is no consensus, there is no art.” Ethereum transforms cultural production into a decentralized system, where global participation sustains art’s existence and guarantees permanence.
The post Ethereum Redefines Digital Art: When the Network Becomes the Medium appeared first on Blockonomi.
MicroStrategy Controls 3% of Bitcoin as Corporate Accumulation Hits New Highs
TLDR:
MicroStrategy now owns over 700,000 BTC, equaling more than 3% of total supply.
Average cost basis of $71,000 per BTC, current value shows $13B unrealized gain.
US custody wallets added 577,000 BTC in the past year, worth $53B.
Corporate and institutional accumulation intensifies competition for available Bitcoin supply.
Bitcoin corporate accumulation continues to reshape the market as major companies secure significant positions. MicroStrategy (MSTR) has emerged as a leading corporate holder, now owning over 3% of the total Bitcoin supply.
Since late 2020, MicroStrategy CEO Michael Saylor has executed 95 separate purchases, bringing the company’s holdings to 709,715 BTC.
With an average cost basis around $71,000 per coin, the current market price of $89,000 reflects a $13 billion unrealized gain.
MicroStrategy’s Growing Bitcoin Position
MicroStrategy’s persistent accumulation strategy demonstrates the challenge for new corporate entrants seeking meaningful Bitcoin exposure.
In January alone, the company added 22,305 BTC, though there have been no confirmed purchases since January 20.
Observers note Saylor’s recent chart postings may signal renewed activity, following a consistent historical pattern.
Corporate adoption of Bitcoin is no longer in its early stages, as one company now holds a substantial portion of the fixed supply.
Everyone thinks corporate $BTC adoption is "just getting started."
One company already owns 3% of all Bitcoin that will ever exist.
That's not early adoption. That's market dominance.$MSTR now holds 709,715 Bitcoin.
Worth roughly $63B at current prices.
Let that sit &… pic.twitter.com/vmic2lxcvl
— Milk Road (@MilkRoad) January 25, 2026
The scale of MicroStrategy’s holdings emphasizes the competitive environment for other companies considering a Bitcoin treasury.
Every major organization now evaluating Bitcoin must contend with the market presence of an entity that has been actively purchasing for four years.
The concentration of Bitcoin in corporate balance sheets has altered market dynamics, making accumulation increasingly difficult for latecomers.
Such accumulation also highlights the effects of fixed supply on market access. With 21 million total Bitcoins, controlling more than 700,000 represents a significant share that could influence liquidity and market behavior.
This situation draws attention to the strategic planning required for companies entering Bitcoin, especially given high volatility and demand.
MicroStrategy’s position also illustrates the long-term commitment some corporations are making toward digital assets. Holding a substantial portion without selling reflects a strategy focused on preservation and gradual exposure to market trends. This approach has set a benchmark for other institutional actors in the crypto space.
Institutional Demand for Bitcoin Custody
Institutional demand for Bitcoin continues beyond corporate purchases. According to CryptoQuant CEO, U.S. custody wallets added 577,000 BTC over the past year, valued at roughly $53 billion. This reflects a growing interest from financial institutions seeking secure storage solutions and direct market exposure.
HUGE: Institutional demand for $BTC remains strong.
US custody wallets added 577K $BTC over the past year, worth ~$53B, per CryptoQuant CEO. pic.twitter.com/aYQ3sDYiBg
— DeFi Planet (@PlanetDefi) January 25, 2026
The increase in custody wallet holdings signals a broader acceptance of Bitcoin as an asset class. Institutions are now engaging with digital assets at scales previously reserved for major corporations. Custody solutions provide transparency and regulatory compliance, fostering confidence in large-scale holdings.
Market observers note that institutional accumulation often coincides with corporate strategies, as firms manage treasury allocations alongside investment funds.
The synergy between custody wallets and corporate portfolios suggests a maturing ecosystem, where significant Bitcoin reserves are held responsibly.
Demand from both corporations and institutions is reshaping Bitcoin market dynamics. As more entities secure positions, competition for available supply intensifies, influencing pricing and trading patterns.
The trend demonstrates the increasing integration of Bitcoin into traditional financial structures.
The post MicroStrategy Controls 3% of Bitcoin as Corporate Accumulation Hits New Highs appeared first on Blockonomi.
MicroStrategy now owns over 700,000 BTC, equaling more than 3% of total supply.
Average cost basis of $71,000 per BTC, current value shows $13B unrealized gain.
US custody wallets added 577,000 BTC in the past year, worth $53B.
Corporate and institutional accumulation intensifies competition for available Bitcoin supply.
Bitcoin corporate accumulation continues to reshape the market as major companies secure significant positions. MicroStrategy (MSTR) has emerged as a leading corporate holder, now owning over 3% of the total Bitcoin supply.
Since late 2020, MicroStrategy CEO Michael Saylor has executed 95 separate purchases, bringing the company’s holdings to 709,715 BTC.
With an average cost basis around $71,000 per coin, the current market price of $89,000 reflects a $13 billion unrealized gain.
MicroStrategy’s Growing Bitcoin Position
MicroStrategy’s persistent accumulation strategy demonstrates the challenge for new corporate entrants seeking meaningful Bitcoin exposure.
In January alone, the company added 22,305 BTC, though there have been no confirmed purchases since January 20.
Observers note Saylor’s recent chart postings may signal renewed activity, following a consistent historical pattern.
Corporate adoption of Bitcoin is no longer in its early stages, as one company now holds a substantial portion of the fixed supply.
Everyone thinks corporate $BTC adoption is "just getting started."
One company already owns 3% of all Bitcoin that will ever exist.
That's not early adoption. That's market dominance.$MSTR now holds 709,715 Bitcoin.
Worth roughly $63B at current prices.
Let that sit &… pic.twitter.com/vmic2lxcvl
— Milk Road (@MilkRoad) January 25, 2026
The scale of MicroStrategy’s holdings emphasizes the competitive environment for other companies considering a Bitcoin treasury.
Every major organization now evaluating Bitcoin must contend with the market presence of an entity that has been actively purchasing for four years.
The concentration of Bitcoin in corporate balance sheets has altered market dynamics, making accumulation increasingly difficult for latecomers.
Such accumulation also highlights the effects of fixed supply on market access. With 21 million total Bitcoins, controlling more than 700,000 represents a significant share that could influence liquidity and market behavior.
This situation draws attention to the strategic planning required for companies entering Bitcoin, especially given high volatility and demand.
MicroStrategy’s position also illustrates the long-term commitment some corporations are making toward digital assets. Holding a substantial portion without selling reflects a strategy focused on preservation and gradual exposure to market trends. This approach has set a benchmark for other institutional actors in the crypto space.
Institutional Demand for Bitcoin Custody
Institutional demand for Bitcoin continues beyond corporate purchases. According to CryptoQuant CEO, U.S. custody wallets added 577,000 BTC over the past year, valued at roughly $53 billion. This reflects a growing interest from financial institutions seeking secure storage solutions and direct market exposure.
HUGE: Institutional demand for $BTC remains strong.
US custody wallets added 577K $BTC over the past year, worth ~$53B, per CryptoQuant CEO. pic.twitter.com/aYQ3sDYiBg
— DeFi Planet (@PlanetDefi) January 25, 2026
The increase in custody wallet holdings signals a broader acceptance of Bitcoin as an asset class. Institutions are now engaging with digital assets at scales previously reserved for major corporations. Custody solutions provide transparency and regulatory compliance, fostering confidence in large-scale holdings.
Market observers note that institutional accumulation often coincides with corporate strategies, as firms manage treasury allocations alongside investment funds.
The synergy between custody wallets and corporate portfolios suggests a maturing ecosystem, where significant Bitcoin reserves are held responsibly.
Demand from both corporations and institutions is reshaping Bitcoin market dynamics. As more entities secure positions, competition for available supply intensifies, influencing pricing and trading patterns.
The trend demonstrates the increasing integration of Bitcoin into traditional financial structures.
The post MicroStrategy Controls 3% of Bitcoin as Corporate Accumulation Hits New Highs appeared first on Blockonomi.
Nigeria Crypto Sandbox Hits First Wall: Quidax Shuts Down Peer-to-Peer Service
TLDR:
Quidax ends P2P trading, citing user preferences and regulatory caution within sandbox.
SEC flags opaque P2P flows, off-platform settlements, and foreign platform dominance.
Licensing delays and higher capital requirements raise compliance challenges for exchanges.
Quidax delists 35 tokens to align platform with Nigerian regulatory expectations.
Nigeria crypto sandbox has faced its first notable challenge as Quidax, a provisionally licensed digital asset exchange, announced the closure of its peer-to-peer (P2P) trading platform.
The shutdown comes just five months after the feature launched under the Securities and Exchange Commission’s (SEC) Accelerated Regulatory Incubation Programme (ARIP).
Quidax will continue instant swaps and order-book trading, but the P2P exit illustrates limits in the sandbox’s ability to oversee informal trading activity.
P2P Trading Faces Regulatory and Operational Limits
Quidax stated in an email to users, “We are retiring our P2P marketplace to focus on services that provide a more secure and efficient trading experience.”
The platform added that ads, merchant chats, and escrow services will be disabled, while other trading products will continue.
The P2P feature was initially designed to provide a controlled environment for users to trade directly. Merchants required full registration, Level-3 know-your-customer verification, two-factor authentication, and a minimum participation history. Approved traders were issued badges signaling verification and trust.
Despite these safeguards, the SEC has expressed long-standing concerns over P2P markets. In 2024, the regulator noted that “opaque transaction flows, off-platform settlements, and foreign dominance make supervision challenging and increase risk for investors.”
Quidax’s attempt to internalize trades within its platform responded to these issues, but operational limits have now become apparent.
The P2P exit marks the first visible boundary of the sandbox, showing that activities not closely aligned with traditional capital-market structures, such as order-book trading or custodial swaps, remain easier to supervise. Quidax’s decision highlights the balance between innovation and regulatory visibility.
Licensing Delays and Strategic Platform Adjustments
Quidax’s timing coincides with delays in ARIP licensing. Startups, including Quidax and Busha, were expected to transition to full licenses by August 2025.
A SEC spokesperson said, “We are reassessing supervisory readiness to ensure platforms meet capital-market standards before granting full licensure.”
New rules under the Investment and Securities Act (2025) classify digital assets as securities, bringing exchanges firmly under capital-market regulation.
Digital Asset Intermediaries (DAIs) and Digital Asset Platform Operators (DAPOs) now require a minimum capital of N500 million ($352,000). Combined services, including P2P trading, custody, or escrow, further increase regulatory obligations.
Quidax has also announced plans to delist 35 tokens, including meme coins, gaming assets, and tokens such as Worldcoin and World Liberty Financial. The company stated, “This adjustment aligns our platform with regulatory expectations and ensures safer trading for all users.”
The P2P shutdown represents the first clear wall for Nigeria’s crypto sandbox. Exchanges are now focusing on products that regulators can effectively monitor while maintaining liquidity and active trading for users in Nigeria’s developing crypto ecosystem.
The post Nigeria Crypto Sandbox Hits First Wall: Quidax Shuts Down Peer-to-Peer Service appeared first on Blockonomi.
Quidax ends P2P trading, citing user preferences and regulatory caution within sandbox.
SEC flags opaque P2P flows, off-platform settlements, and foreign platform dominance.
Licensing delays and higher capital requirements raise compliance challenges for exchanges.
Quidax delists 35 tokens to align platform with Nigerian regulatory expectations.
Nigeria crypto sandbox has faced its first notable challenge as Quidax, a provisionally licensed digital asset exchange, announced the closure of its peer-to-peer (P2P) trading platform.
The shutdown comes just five months after the feature launched under the Securities and Exchange Commission’s (SEC) Accelerated Regulatory Incubation Programme (ARIP).
Quidax will continue instant swaps and order-book trading, but the P2P exit illustrates limits in the sandbox’s ability to oversee informal trading activity.
P2P Trading Faces Regulatory and Operational Limits
Quidax stated in an email to users, “We are retiring our P2P marketplace to focus on services that provide a more secure and efficient trading experience.”
The platform added that ads, merchant chats, and escrow services will be disabled, while other trading products will continue.
The P2P feature was initially designed to provide a controlled environment for users to trade directly. Merchants required full registration, Level-3 know-your-customer verification, two-factor authentication, and a minimum participation history. Approved traders were issued badges signaling verification and trust.
Despite these safeguards, the SEC has expressed long-standing concerns over P2P markets. In 2024, the regulator noted that “opaque transaction flows, off-platform settlements, and foreign dominance make supervision challenging and increase risk for investors.”
Quidax’s attempt to internalize trades within its platform responded to these issues, but operational limits have now become apparent.
The P2P exit marks the first visible boundary of the sandbox, showing that activities not closely aligned with traditional capital-market structures, such as order-book trading or custodial swaps, remain easier to supervise. Quidax’s decision highlights the balance between innovation and regulatory visibility.
Licensing Delays and Strategic Platform Adjustments
Quidax’s timing coincides with delays in ARIP licensing. Startups, including Quidax and Busha, were expected to transition to full licenses by August 2025.
A SEC spokesperson said, “We are reassessing supervisory readiness to ensure platforms meet capital-market standards before granting full licensure.”
New rules under the Investment and Securities Act (2025) classify digital assets as securities, bringing exchanges firmly under capital-market regulation.
Digital Asset Intermediaries (DAIs) and Digital Asset Platform Operators (DAPOs) now require a minimum capital of N500 million ($352,000). Combined services, including P2P trading, custody, or escrow, further increase regulatory obligations.
Quidax has also announced plans to delist 35 tokens, including meme coins, gaming assets, and tokens such as Worldcoin and World Liberty Financial. The company stated, “This adjustment aligns our platform with regulatory expectations and ensures safer trading for all users.”
The P2P shutdown represents the first clear wall for Nigeria’s crypto sandbox. Exchanges are now focusing on products that regulators can effectively monitor while maintaining liquidity and active trading for users in Nigeria’s developing crypto ecosystem.
The post Nigeria Crypto Sandbox Hits First Wall: Quidax Shuts Down Peer-to-Peer Service appeared first on Blockonomi.
Pi App Studio 2026: Build Custom Apps and Integrate Pi Payments Easily
TLDR:
Pioneers can now build custom apps directly in Pi Browser without technical skills.
In-app Pi payments allow premium features and one-time purchases during single sessions.
Ad-supported deployment enables low-cost experimentation for creators with small balances.
Community feedback through surveys rewards users with Pi credits for app creation.
Pi App Studio is introducing new tools that enable users to build and run custom apps directly inside the Pi Browser. These updates focus on expanding access for creators, even without technical skills, and increasing Pi’s real-world utility.
The platform now supports interactive Pi payment integration, ad-supported deployment, and a community-wide creator event. Pioneers can provide feedback through a survey, earning Pi credits for app creation and experimentation.
Community Engagement and Creator Event
Pi Network is launching a creator event that encourages pioneers to explore the App Studio and provide feedback.
The Pi Core Team tweeted, “Build Your Own Custom App in Pi Browser! You can create and run custom apps directly inside the Pi Browser — start building powerful Pi Apps today and become part of the Pi ecosystem.” This reinforces the platform’s accessibility for new and non-technical creators.
Build Your Own Custom App in Pi Browser!
You can create and run custom apps directly inside the Pi Browser — but not in the Pi Desktop App
Start building powerful Pi Apps today and become part of the Pi ecosystem
Watch the full step-by-step tutorial on… pic.twitter.com/lQ0wxLKXY2
— Pi Core Team ᵖⁱ ⁿᵉᵗʷᵒʳᵏ (@PiCoreGroup) January 25, 2026
Users who complete the survey can share insights on useful apps and App Studio experiences. The first 10,000 qualified responses will receive five Pi credits, which can be used exclusively for app creation and customization. This initiative encourages experimentation while lowering the barriers to entry for new creators.
The survey also allows pioneers to highlight innovative app use cases or suggest improvements. Gathering structured feedback helps the Pi Core Team prioritize updates and optimize the platform for non-technical users. This iterative approach ensures that app development remains community-driven.
Pioneers are encouraged to showcase their creations within the Pi Browser, as full deployment and experimentation are supported there.
The event provides a clear pathway for creators to test ideas, refine apps, and explore monetization opportunities using Pi credits, while contributing to the growing Pi ecosystem.
Payment Integration and Ad-Supported Deployment
Pi App Studio now allows in-app Pi payments through a simple interactive setup, without requiring coding skills. According to the team, creators can integrate payments to enable premium features or one-time purchases, although payments currently apply only during a single session.
This lays the groundwork for future mainnet-enabled transactions. Pioneers must create a new custom app and include “Pi payment” in their prompt to activate the feature.
Another update introduces ad-supported deployment, designed to reduce costs for non-mainnet users or those with low Pi balances.
When an App Studio balance drops below 0.25 Pi, creators can deploy apps by watching ads. This encourages continuous testing and lowers financial barriers for experimentation.
The combination of in-app payments and ad-supported deployment allows creators to explore monetization models while maintaining low financial risk.
Pioneers can unlock premium functions, test interactive features, and gain practical experience in app management within the Pi ecosystem.
The Pi Core Team also emphasized community participation, noting that the updates are designed to empower creators, encourage experimentation, and foster real utility within Pi.
These enhancements mark a clear step toward making Pi App Studio a central hub for innovation and app development.
The post Pi App Studio 2026: Build Custom Apps and Integrate Pi Payments Easily appeared first on Blockonomi.
Pioneers can now build custom apps directly in Pi Browser without technical skills.
In-app Pi payments allow premium features and one-time purchases during single sessions.
Ad-supported deployment enables low-cost experimentation for creators with small balances.
Community feedback through surveys rewards users with Pi credits for app creation.
Pi App Studio is introducing new tools that enable users to build and run custom apps directly inside the Pi Browser. These updates focus on expanding access for creators, even without technical skills, and increasing Pi’s real-world utility.
The platform now supports interactive Pi payment integration, ad-supported deployment, and a community-wide creator event. Pioneers can provide feedback through a survey, earning Pi credits for app creation and experimentation.
Community Engagement and Creator Event
Pi Network is launching a creator event that encourages pioneers to explore the App Studio and provide feedback.
The Pi Core Team tweeted, “Build Your Own Custom App in Pi Browser! You can create and run custom apps directly inside the Pi Browser — start building powerful Pi Apps today and become part of the Pi ecosystem.” This reinforces the platform’s accessibility for new and non-technical creators.
Build Your Own Custom App in Pi Browser!
You can create and run custom apps directly inside the Pi Browser — but not in the Pi Desktop App
Start building powerful Pi Apps today and become part of the Pi ecosystem
Watch the full step-by-step tutorial on… pic.twitter.com/lQ0wxLKXY2
— Pi Core Team ᵖⁱ ⁿᵉᵗʷᵒʳᵏ (@PiCoreGroup) January 25, 2026
Users who complete the survey can share insights on useful apps and App Studio experiences. The first 10,000 qualified responses will receive five Pi credits, which can be used exclusively for app creation and customization. This initiative encourages experimentation while lowering the barriers to entry for new creators.
The survey also allows pioneers to highlight innovative app use cases or suggest improvements. Gathering structured feedback helps the Pi Core Team prioritize updates and optimize the platform for non-technical users. This iterative approach ensures that app development remains community-driven.
Pioneers are encouraged to showcase their creations within the Pi Browser, as full deployment and experimentation are supported there.
The event provides a clear pathway for creators to test ideas, refine apps, and explore monetization opportunities using Pi credits, while contributing to the growing Pi ecosystem.
Payment Integration and Ad-Supported Deployment
Pi App Studio now allows in-app Pi payments through a simple interactive setup, without requiring coding skills. According to the team, creators can integrate payments to enable premium features or one-time purchases, although payments currently apply only during a single session.
This lays the groundwork for future mainnet-enabled transactions. Pioneers must create a new custom app and include “Pi payment” in their prompt to activate the feature.
Another update introduces ad-supported deployment, designed to reduce costs for non-mainnet users or those with low Pi balances.
When an App Studio balance drops below 0.25 Pi, creators can deploy apps by watching ads. This encourages continuous testing and lowers financial barriers for experimentation.
The combination of in-app payments and ad-supported deployment allows creators to explore monetization models while maintaining low financial risk.
Pioneers can unlock premium functions, test interactive features, and gain practical experience in app management within the Pi ecosystem.
The Pi Core Team also emphasized community participation, noting that the updates are designed to empower creators, encourage experimentation, and foster real utility within Pi.
These enhancements mark a clear step toward making Pi App Studio a central hub for innovation and app development.
The post Pi App Studio 2026: Build Custom Apps and Integrate Pi Payments Easily appeared first on Blockonomi.
Eric Trump: Crypto More Needed in Developing World Than US
TLDR:
Eric Trump says developing nations need crypto more than the U.S. for financial access.
American Bitcoin mines efficiently using low-cost energy in West Texas for global growth.
Sovereign wealth funds adopt Bitcoin to hedge against inflation and unstable currencies.
Crypto adoption is rising in Asia, making financial systems faster, cheaper, and transparent.
Eric Trump said sovereign wealth funds are rapidly entering crypto due to concerns over unstable currencies and outdated banking systems.
In a recent interview with Yahoo Finance, he emphasized that developing countries require cryptocurrency even more than the U.S., as it provides access to modern financial tools.
Trump explained, “Many government-backed funds are using surplus winter energy to mine Bitcoin, and some countries have even included Bitcoin in national reserves.” He also addressed the growing adoption of cryptocurrency in Asia.
American Bitcoin and Crypto Mining Leadership
Eric Trump co-founded American Bitcoin with Asher Gnut, aiming to establish the U.S. as a leader in cryptocurrency mining.
Trump said, “Bitcoin is a hedge against hard assets, inflation, and corrupt monetary systems,” highlighting its liquidity and global accessibility. The company focuses on acquiring Bitcoin and providing low-cost mining solutions using surplus energy in West Texas.
He added, “Blockchain is a solution to the weaponization of the banking industry,” reflecting his family’s past challenges with financial institutions.
Asher Gnut explained, “We are building data centers to power AI applications, and energy is a key driver for both AI and Bitcoin mining.” He acknowledged discussions of an AI bubble but noted that AI is still in its early stages and requires substantial infrastructure.
American Bitcoin has quickly become one of the top Bitcoin accumulators in the U.S., reflecting growing interest from both corporate and government sectors.
The company is scaling operations efficiently, combining mining and AI services to maximize energy use. Trump said, “Fortune 500 companies and sovereign wealth funds, especially in Asia and the Middle East, are increasingly adopting Bitcoin.” He stated that crypto can modernize financial systems by making them faster, cheaper, and more transparent.
Trump also indicated that the U.S. could lead in cryptocurrency adoption under his administration. He remarked, “America can provide a framework for other countries to follow,” while criticizing political obstacles that affect economic growth and limit opportunities for widespread crypto adoption.
Global Crypto Adoption and Financial Access
Eric Trump stressed that crypto adoption is critical in developing countries, which often face corrupt governments and weak financial systems. He said, “Developing countries need crypto even more than the U.S., as it helps solve the lack of modern financial infrastructure.”
Digital currencies can bypass traditional banking limitations, providing more accessible and secure financial tools for individuals and governments alike.
Trump noted, “Several countries have already integrated Bitcoin into their national reserves,” and highlighted that Asia continues to lead in crypto adoption, with governments and private entities actively participating in both mining and investment.
He added that crypto is increasingly recognized worldwide as a legitimate financial tool, with sovereign wealth funds seeing Bitcoin as a hedge against inflation and currency instability.
Trump stated, “Crypto represents the future of finance—making systems cheaper, more transparent, and reducing the dominance of big banks over users.”
Gnut emphasized American Bitcoin’s dual focus, saying, “Our infrastructure supports both mining and AI development, linking financial technology with broader technological growth.”
The company plans to expand operations to further support AI and crypto adoption, aligning with global trends where technology, energy, and finance intersect.
The post Eric Trump: Crypto More Needed in Developing World Than US appeared first on Blockonomi.
Eric Trump says developing nations need crypto more than the U.S. for financial access.
American Bitcoin mines efficiently using low-cost energy in West Texas for global growth.
Sovereign wealth funds adopt Bitcoin to hedge against inflation and unstable currencies.
Crypto adoption is rising in Asia, making financial systems faster, cheaper, and transparent.
Eric Trump said sovereign wealth funds are rapidly entering crypto due to concerns over unstable currencies and outdated banking systems.
In a recent interview with Yahoo Finance, he emphasized that developing countries require cryptocurrency even more than the U.S., as it provides access to modern financial tools.
Trump explained, “Many government-backed funds are using surplus winter energy to mine Bitcoin, and some countries have even included Bitcoin in national reserves.” He also addressed the growing adoption of cryptocurrency in Asia.
American Bitcoin and Crypto Mining Leadership
Eric Trump co-founded American Bitcoin with Asher Gnut, aiming to establish the U.S. as a leader in cryptocurrency mining.
Trump said, “Bitcoin is a hedge against hard assets, inflation, and corrupt monetary systems,” highlighting its liquidity and global accessibility. The company focuses on acquiring Bitcoin and providing low-cost mining solutions using surplus energy in West Texas.
He added, “Blockchain is a solution to the weaponization of the banking industry,” reflecting his family’s past challenges with financial institutions.
Asher Gnut explained, “We are building data centers to power AI applications, and energy is a key driver for both AI and Bitcoin mining.” He acknowledged discussions of an AI bubble but noted that AI is still in its early stages and requires substantial infrastructure.
American Bitcoin has quickly become one of the top Bitcoin accumulators in the U.S., reflecting growing interest from both corporate and government sectors.
The company is scaling operations efficiently, combining mining and AI services to maximize energy use. Trump said, “Fortune 500 companies and sovereign wealth funds, especially in Asia and the Middle East, are increasingly adopting Bitcoin.” He stated that crypto can modernize financial systems by making them faster, cheaper, and more transparent.
Trump also indicated that the U.S. could lead in cryptocurrency adoption under his administration. He remarked, “America can provide a framework for other countries to follow,” while criticizing political obstacles that affect economic growth and limit opportunities for widespread crypto adoption.
Global Crypto Adoption and Financial Access
Eric Trump stressed that crypto adoption is critical in developing countries, which often face corrupt governments and weak financial systems. He said, “Developing countries need crypto even more than the U.S., as it helps solve the lack of modern financial infrastructure.”
Digital currencies can bypass traditional banking limitations, providing more accessible and secure financial tools for individuals and governments alike.
Trump noted, “Several countries have already integrated Bitcoin into their national reserves,” and highlighted that Asia continues to lead in crypto adoption, with governments and private entities actively participating in both mining and investment.
He added that crypto is increasingly recognized worldwide as a legitimate financial tool, with sovereign wealth funds seeing Bitcoin as a hedge against inflation and currency instability.
Trump stated, “Crypto represents the future of finance—making systems cheaper, more transparent, and reducing the dominance of big banks over users.”
Gnut emphasized American Bitcoin’s dual focus, saying, “Our infrastructure supports both mining and AI development, linking financial technology with broader technological growth.”
The company plans to expand operations to further support AI and crypto adoption, aligning with global trends where technology, energy, and finance intersect.
The post Eric Trump: Crypto More Needed in Developing World Than US appeared first on Blockonomi.
Fed Plans Dollar-Yen Moves: What It Means for Crypto
TLDR:
Fed may sell dollars and buy yen, a rare move not seen this century.
Coordinated U.S.-Japan interventions historically boost global liquidity and assets.
Bitcoin has strong inverse correlation with the dollar and may benefit long-term.
Yen strength poses short-term risk, but dollar weakness favors crypto growth.
The U.S. Federal Reserve is reportedly preparing to sell dollars and buy Japanese yen, marking a rare move not seen this century. The New York Fed has conducted rate checks, a key step that typically precedes currency intervention.
This coordinated action could affect global markets, as Japan has faced persistent pressure on its currency.
Analysts note that historical instances of joint interventions often lead to a surge in global asset prices, including cryptocurrencies.
Coordinated Intervention and Historical Precedents
Japan has attempted to stabilize its currency independently in recent years, with limited success. Previous solo interventions in 2022 and 2024 failed to maintain long-term yen strength.
A July 2024 intervention provided only temporary support, demonstrating the challenges of acting alone.
Historical examples, including the 1998 Asian Financial Crisis, show that when the U.S. and Japan act together, the yen stabilizes more effectively.
The 1985 Plaza Accord provides another reference point. Coordinated action between major economies reduced the dollar nearly 50% over two years.
This shift influenced multiple markets, strengthening commodities, gold, and non-U.S. assets. Such coordinated measures show that joint interventions can create liquidity and drive asset performance.
Current conditions place Japan under pressure due to weak yen levels and multi-decade high Japanese bond yields.
The Bank of Japan continues with hawkish policies, adding stress to markets. The potential for U.S. intervention increases global attention, with central banks monitoring the situation closely.
Reports from Bull Theory suggest that U.S. and Japanese coordination could mirror past patterns. The Fed would create dollars, sell them, and purchase yen, weakening the dollar.
THE FED IS PREPARING TO SELL U.S. DOLLARS AND BUY JAPANESE YEN FOR THE FIRST TIME THIS CENTURY.
The New York Fed has already done rate checks, which is the exact step taken before real currency intervention. That means the U.S. is preparing to sell dollars and buy yen.
This… pic.twitter.com/7xFReOFoDo
— Bull Theory (@BullTheoryio) January 25, 2026
This strategy historically increases global liquidity, creating opportunities for asset appreciation.
Potential Effects on Crypto Markets
Cryptocurrencies could experience both short-term risks and long-term gains from such interventions.
Bitcoin, for example, has a strong inverse correlation with the dollar and a positive relationship with the yen. Bull Theory notes that BTC/yen correlation is near record highs, which could affect trading dynamics.
Carry trades using yen represent another factor. Investors borrow yen to invest in stocks and crypto. If the yen strengthens suddenly, these positions could face forced liquidation.
August 2024 provides an example, when a small BOJ rate hike pushed the yen higher, causing Bitcoin to drop from $64,000 to $49,000 in six days.
Dollar weakness, however, creates a favorable environment for assets undervalued relative to macroeconomic shifts. Bitcoin remains below its 2025 peak and could attract capital seeking protection from dollar depreciation.
Historical patterns suggest that assets such as crypto respond positively when liquidity rises after currency interventions.
If the Fed and Japan proceed with coordinated intervention, markets may enter a period of higher volatility followed by increased asset flows.
Traders and investors are advised to monitor yen strength and global liquidity conditions. The combination of short-term adjustments and long-term dollar weakening could support crypto appreciation over time.
The post Fed Plans Dollar-Yen Moves: What It Means for Crypto appeared first on Blockonomi.
Fed may sell dollars and buy yen, a rare move not seen this century.
Coordinated U.S.-Japan interventions historically boost global liquidity and assets.
Bitcoin has strong inverse correlation with the dollar and may benefit long-term.
Yen strength poses short-term risk, but dollar weakness favors crypto growth.
The U.S. Federal Reserve is reportedly preparing to sell dollars and buy Japanese yen, marking a rare move not seen this century. The New York Fed has conducted rate checks, a key step that typically precedes currency intervention.
This coordinated action could affect global markets, as Japan has faced persistent pressure on its currency.
Analysts note that historical instances of joint interventions often lead to a surge in global asset prices, including cryptocurrencies.
Coordinated Intervention and Historical Precedents
Japan has attempted to stabilize its currency independently in recent years, with limited success. Previous solo interventions in 2022 and 2024 failed to maintain long-term yen strength.
A July 2024 intervention provided only temporary support, demonstrating the challenges of acting alone.
Historical examples, including the 1998 Asian Financial Crisis, show that when the U.S. and Japan act together, the yen stabilizes more effectively.
The 1985 Plaza Accord provides another reference point. Coordinated action between major economies reduced the dollar nearly 50% over two years.
This shift influenced multiple markets, strengthening commodities, gold, and non-U.S. assets. Such coordinated measures show that joint interventions can create liquidity and drive asset performance.
Current conditions place Japan under pressure due to weak yen levels and multi-decade high Japanese bond yields.
The Bank of Japan continues with hawkish policies, adding stress to markets. The potential for U.S. intervention increases global attention, with central banks monitoring the situation closely.
Reports from Bull Theory suggest that U.S. and Japanese coordination could mirror past patterns. The Fed would create dollars, sell them, and purchase yen, weakening the dollar.
THE FED IS PREPARING TO SELL U.S. DOLLARS AND BUY JAPANESE YEN FOR THE FIRST TIME THIS CENTURY.
The New York Fed has already done rate checks, which is the exact step taken before real currency intervention. That means the U.S. is preparing to sell dollars and buy yen.
This… pic.twitter.com/7xFReOFoDo
— Bull Theory (@BullTheoryio) January 25, 2026
This strategy historically increases global liquidity, creating opportunities for asset appreciation.
Potential Effects on Crypto Markets
Cryptocurrencies could experience both short-term risks and long-term gains from such interventions.
Bitcoin, for example, has a strong inverse correlation with the dollar and a positive relationship with the yen. Bull Theory notes that BTC/yen correlation is near record highs, which could affect trading dynamics.
Carry trades using yen represent another factor. Investors borrow yen to invest in stocks and crypto. If the yen strengthens suddenly, these positions could face forced liquidation.
August 2024 provides an example, when a small BOJ rate hike pushed the yen higher, causing Bitcoin to drop from $64,000 to $49,000 in six days.
Dollar weakness, however, creates a favorable environment for assets undervalued relative to macroeconomic shifts. Bitcoin remains below its 2025 peak and could attract capital seeking protection from dollar depreciation.
Historical patterns suggest that assets such as crypto respond positively when liquidity rises after currency interventions.
If the Fed and Japan proceed with coordinated intervention, markets may enter a period of higher volatility followed by increased asset flows.
Traders and investors are advised to monitor yen strength and global liquidity conditions. The combination of short-term adjustments and long-term dollar weakening could support crypto appreciation over time.
The post Fed Plans Dollar-Yen Moves: What It Means for Crypto appeared first on Blockonomi.
Ripple and Ondo Partnership Speculation Fuels Institutional Yield Narrative on XRP Ledger
TLDR:
Commentary suggests RLUSD and Ondo’s USDY could integrate to provide yield utility on the XRP Ledger.
Ripple Custody via Metaco is viewed as a potential trust layer for Ondo’s tokenized treasury assets.
Native deployment of Ondo products on XRPL could enable continuous minting and redemption cycles.
Technical market analysis links XRP price structure narratives with expanding ecosystem expectations.
Ripple and Ondo partnership discussions are gaining attention as market participants assess potential developments tied to the upcoming Ondo Summit.
Recent commentary suggests that Ripple and Ondo Finance may be aligning strategies around institutional yield, tokenized treasuries, and stablecoin infrastructure.
While no formal announcement has been made, the scenario reflects broader trends in digital asset markets.
These trends include regulated yield products, on-chain settlement efficiency, and institutional-grade custody frameworks.
Observers are closely monitoring signals from both ecosystems as expectations build.
Institutional Yield Pathways on the XRP Ledger
Ripple and Ondo partnership speculation intensified following commentary shared by market analyst Paul Barron on X.
His assessment outlined a potential integration between Ripple’s RLUSD stablecoin and Ondo’s yield-bearing USDY product.
Such a structure would position RLUSD as a transactional asset, with USDY providing yield access when capital is idle.
https://t.co/mwjcjD31ir
— PaulBarron (@paulbarron) January 24, 2026
This configuration aligns with Ripple’s stated objective of expanding utility for RLUSD beyond payments alone.
Yield functionality remains a key adoption driver among institutional users seeking capital efficiency.
Ondo, in parallel, continues to prioritize distribution for its regulated yield products across established blockchain networks.
Within this framework, the XRP Ledger would function as the settlement layer supporting instant swaps between RLUSD and USDY.
The structure relies on existing XRPL liquidity mechanics rather than experimental tooling. As a result, the proposal fits within current infrastructure constraints while targeting institutional use cases.
Custody and Native Asset Deployment Signals
Ripple and Ondo partnership narratives also reference Ripple Custody, formerly known as Metaco, as a possible integration layer.
Barron suggested that Ondo could custody a portion of its tokenized treasury reserves through Ripple’s institutional custody platform. This approach would mirror custody models already familiar to global banking participants.
The use of a shared custody provider would address operational risk considerations for institutions evaluating tokenized treasuries.
Banks currently using Metaco infrastructure may view such alignment as operationally consistent. This creates continuity rather than introducing new custodial dependencies.
Further speculation centers on a native deployment of Ondo’s OUSG and USDY on the XRP Ledger. Such a deployment would enable continuous minting and redemption using XRP or RLUSD.
The structure would also demonstrate real-time settlement advantages compared with legacy treasury settlement cycles.
Market Structure Narratives and Price Expectations
Separate commentary from EGRAG CRYPTO introduced a technical perspective focused on XRP price structure.
The analyst referenced recurring macro formations that historically resolved through measured moves. According to the post, a fourth structural pattern is currently forming within similar parameters.
#XRP – $42 Target Isn’t Hopium. It’s Structure:
Everyone in the #XRPFamily needs to see this setup.
Why 42?
Because in some philosophy and culture, 42 represents the answer to life, truth, and meaning.
In markets? It becomes a symbol of convergence between math, structure,… pic.twitter.com/wbTWHCSrGU
— EGRAG CRYPTO (@egragcrypto) January 24, 2026
The analysis framed a long-term price pathway toward a $42 level based on symmetry and duration patterns.
The commentary emphasized that the projection was structural rather than guaranteed. This distinction positioned the analysis within technical modeling rather than price promotion.
While speculative, such narratives often gain traction alongside ecosystem expansion themes. Ripple and Ondo partnership discussions contribute to broader attention on XRP Ledger utility.
Market participants continue to weigh structural analysis alongside fundamental developments as expectations evolve.
The post Ripple and Ondo Partnership Speculation Fuels Institutional Yield Narrative on XRP Ledger appeared first on Blockonomi.
Commentary suggests RLUSD and Ondo’s USDY could integrate to provide yield utility on the XRP Ledger.
Ripple Custody via Metaco is viewed as a potential trust layer for Ondo’s tokenized treasury assets.
Native deployment of Ondo products on XRPL could enable continuous minting and redemption cycles.
Technical market analysis links XRP price structure narratives with expanding ecosystem expectations.
Ripple and Ondo partnership discussions are gaining attention as market participants assess potential developments tied to the upcoming Ondo Summit.
Recent commentary suggests that Ripple and Ondo Finance may be aligning strategies around institutional yield, tokenized treasuries, and stablecoin infrastructure.
While no formal announcement has been made, the scenario reflects broader trends in digital asset markets.
These trends include regulated yield products, on-chain settlement efficiency, and institutional-grade custody frameworks.
Observers are closely monitoring signals from both ecosystems as expectations build.
Institutional Yield Pathways on the XRP Ledger
Ripple and Ondo partnership speculation intensified following commentary shared by market analyst Paul Barron on X.
His assessment outlined a potential integration between Ripple’s RLUSD stablecoin and Ondo’s yield-bearing USDY product.
Such a structure would position RLUSD as a transactional asset, with USDY providing yield access when capital is idle.
https://t.co/mwjcjD31ir
— PaulBarron (@paulbarron) January 24, 2026
This configuration aligns with Ripple’s stated objective of expanding utility for RLUSD beyond payments alone.
Yield functionality remains a key adoption driver among institutional users seeking capital efficiency.
Ondo, in parallel, continues to prioritize distribution for its regulated yield products across established blockchain networks.
Within this framework, the XRP Ledger would function as the settlement layer supporting instant swaps between RLUSD and USDY.
The structure relies on existing XRPL liquidity mechanics rather than experimental tooling. As a result, the proposal fits within current infrastructure constraints while targeting institutional use cases.
Custody and Native Asset Deployment Signals
Ripple and Ondo partnership narratives also reference Ripple Custody, formerly known as Metaco, as a possible integration layer.
Barron suggested that Ondo could custody a portion of its tokenized treasury reserves through Ripple’s institutional custody platform. This approach would mirror custody models already familiar to global banking participants.
The use of a shared custody provider would address operational risk considerations for institutions evaluating tokenized treasuries.
Banks currently using Metaco infrastructure may view such alignment as operationally consistent. This creates continuity rather than introducing new custodial dependencies.
Further speculation centers on a native deployment of Ondo’s OUSG and USDY on the XRP Ledger. Such a deployment would enable continuous minting and redemption using XRP or RLUSD.
The structure would also demonstrate real-time settlement advantages compared with legacy treasury settlement cycles.
Market Structure Narratives and Price Expectations
Separate commentary from EGRAG CRYPTO introduced a technical perspective focused on XRP price structure.
The analyst referenced recurring macro formations that historically resolved through measured moves. According to the post, a fourth structural pattern is currently forming within similar parameters.
#XRP – $42 Target Isn’t Hopium. It’s Structure:
Everyone in the #XRPFamily needs to see this setup.
Why 42?
Because in some philosophy and culture, 42 represents the answer to life, truth, and meaning.
In markets? It becomes a symbol of convergence between math, structure,… pic.twitter.com/wbTWHCSrGU
— EGRAG CRYPTO (@egragcrypto) January 24, 2026
The analysis framed a long-term price pathway toward a $42 level based on symmetry and duration patterns.
The commentary emphasized that the projection was structural rather than guaranteed. This distinction positioned the analysis within technical modeling rather than price promotion.
While speculative, such narratives often gain traction alongside ecosystem expansion themes. Ripple and Ondo partnership discussions contribute to broader attention on XRP Ledger utility.
Market participants continue to weigh structural analysis alongside fundamental developments as expectations evolve.
The post Ripple and Ondo Partnership Speculation Fuels Institutional Yield Narrative on XRP Ledger appeared first on Blockonomi.
Ethereum Holds $3,000 as Derivatives Liquidity Concentrates on Binance, Signaling Strategic Accum...
TLDR:
Ethereum’s stability near $3,000 shows the market absorbed deleveraging without forced liquidations.
Total ETH derivatives open interest fell to $16.9B, reflecting reduced leverage across exchanges.
Binance open interest remains elevated, indicating liquidity concentration on the deepest venue.
Analysts view the consolidation phase as long-term accumulation ahead of a major expansion move.
Ethereum has maintained stability around the $3,000 level while open interest across derivatives platforms undergoes a significant redistribution, revealing shifting trader behavior in the current market environment.
Market Positioning Reflects Strategic Accumulation Phase
Veteran analyst Scient from Crypto_Scient has identified Ethereum as presenting one of the strongest technical setups in the cryptocurrency sector.
The analyst outlined a long-term accumulation strategy targeting price levels between $1,900 and $2,000.
This approach centers on building positions during the current consolidation phase rather than pursuing short-term leveraged trades.
According to Scient’s assessment, the market appears to be experiencing a period of reduced liquidity and sideways movement.
$ETH
Arguably the best chart in the crypto market.
This year, my focus is on accumulating ETH on dips, ideally all the way down into the $1900–$2000 zone if the market gives the opportunity.
Markets might feel boring and illiquid right now, but once this phase ends, the next… pic.twitter.com/BTkgqUOego
— Scient (@Crypto_Scient) January 24, 2026
However, this phase typically precedes stronger expansionary moves. The timeframe for this thesis extends 12 to 18 months into the future.
Market participants should prepare for substantial upward momentum once the consolidation period concludes.
The analyst emphasized that current market conditions may feel uneventful to traders accustomed to high volatility. Yet the foundation being built during this time could support a rally surpassing previous cycles.
The comparison to traditional assets like metals suggests the anticipated move could exceed conventional market expectations.
Whether the current choppy trading environment persists for another month or extends six months remains uncertain.
Nonetheless, the technical structure supports an eventual bullish phase of considerable magnitude.
Derivatives Data Reveals Concentrated Liquidity on Binance
Recent analysis from Arab Chain highlights a notable divergence in Ethereum derivatives markets across different trading platforms.
Total open interest has declined to approximately $16.9 billion, marking the lowest reading since mid-December.
This reduction indicates traders have been unwinding leveraged positions across the broader derivatives ecosystem.
Binance data presents a contrasting picture with current open interest hovering around $7.5 billion. This figure exceeds the December average range of $6.8 to $7.4 billion.
The discrepancy between overall market trends and Binance-specific metrics points to a consolidation of trading activity.
Liquidity has not exited the derivatives market entirely but has migrated toward the exchange offering deeper order books.
Large traders appear to have reduced aggregate exposure while maintaining concentrated positions on the platform with superior pricing efficiency.
This behavior indicates sophisticated risk management rather than wholesale market abandonment.
Ethereum’s price stability near $3,000 throughout this deleveraging process demonstrates the market absorbed position closures without triggering cascading liquidations.
The absence of forced selling pressure suggests underlying demand remains robust. With Binance maintaining elevated open interest relative to December levels, an active derivatives base continues supporting potential directional moves.
The current market structure combines reduced overall leverage with concentrated liquidity on the primary exchange.
This configuration typically precedes periods of increased volatility once directional conviction returns to market participants.
The post Ethereum Holds $3,000 as Derivatives Liquidity Concentrates on Binance, Signaling Strategic Accumulation appeared first on Blockonomi.
Ethereum’s stability near $3,000 shows the market absorbed deleveraging without forced liquidations.
Total ETH derivatives open interest fell to $16.9B, reflecting reduced leverage across exchanges.
Binance open interest remains elevated, indicating liquidity concentration on the deepest venue.
Analysts view the consolidation phase as long-term accumulation ahead of a major expansion move.
Ethereum has maintained stability around the $3,000 level while open interest across derivatives platforms undergoes a significant redistribution, revealing shifting trader behavior in the current market environment.
Market Positioning Reflects Strategic Accumulation Phase
Veteran analyst Scient from Crypto_Scient has identified Ethereum as presenting one of the strongest technical setups in the cryptocurrency sector.
The analyst outlined a long-term accumulation strategy targeting price levels between $1,900 and $2,000.
This approach centers on building positions during the current consolidation phase rather than pursuing short-term leveraged trades.
According to Scient’s assessment, the market appears to be experiencing a period of reduced liquidity and sideways movement.
$ETH
Arguably the best chart in the crypto market.
This year, my focus is on accumulating ETH on dips, ideally all the way down into the $1900–$2000 zone if the market gives the opportunity.
Markets might feel boring and illiquid right now, but once this phase ends, the next… pic.twitter.com/BTkgqUOego
— Scient (@Crypto_Scient) January 24, 2026
However, this phase typically precedes stronger expansionary moves. The timeframe for this thesis extends 12 to 18 months into the future.
Market participants should prepare for substantial upward momentum once the consolidation period concludes.
The analyst emphasized that current market conditions may feel uneventful to traders accustomed to high volatility. Yet the foundation being built during this time could support a rally surpassing previous cycles.
The comparison to traditional assets like metals suggests the anticipated move could exceed conventional market expectations.
Whether the current choppy trading environment persists for another month or extends six months remains uncertain.
Nonetheless, the technical structure supports an eventual bullish phase of considerable magnitude.
Derivatives Data Reveals Concentrated Liquidity on Binance
Recent analysis from Arab Chain highlights a notable divergence in Ethereum derivatives markets across different trading platforms.
Total open interest has declined to approximately $16.9 billion, marking the lowest reading since mid-December.
This reduction indicates traders have been unwinding leveraged positions across the broader derivatives ecosystem.
Binance data presents a contrasting picture with current open interest hovering around $7.5 billion. This figure exceeds the December average range of $6.8 to $7.4 billion.
The discrepancy between overall market trends and Binance-specific metrics points to a consolidation of trading activity.
Liquidity has not exited the derivatives market entirely but has migrated toward the exchange offering deeper order books.
Large traders appear to have reduced aggregate exposure while maintaining concentrated positions on the platform with superior pricing efficiency.
This behavior indicates sophisticated risk management rather than wholesale market abandonment.
Ethereum’s price stability near $3,000 throughout this deleveraging process demonstrates the market absorbed position closures without triggering cascading liquidations.
The absence of forced selling pressure suggests underlying demand remains robust. With Binance maintaining elevated open interest relative to December levels, an active derivatives base continues supporting potential directional moves.
The current market structure combines reduced overall leverage with concentrated liquidity on the primary exchange.
This configuration typically precedes periods of increased volatility once directional conviction returns to market participants.
The post Ethereum Holds $3,000 as Derivatives Liquidity Concentrates on Binance, Signaling Strategic Accumulation appeared first on Blockonomi.
Analyst Debunks Gold-Bitcoin Correlation Myth, Explains Why Rotation Theory Fails
TLDR:
Gold and Bitcoin show no stable correlation across market cycles, often moving independently.
Gold functions as risk-off asset while Bitcoin operates as risk-on, driven by different factors.
Capital doesn’t rotate mechanically from gold to Bitcoin when precious metals peak, data shows.
Bitcoin rallies require liquidity expansion, not just rotation away from gold or other assets.
The relationship between gold and Bitcoin continues to spark debate among investors seeking clarity on how these assets interact.
Market analyst Washigorira recently challenged common assumptions about their correlation, arguing that many widely held beliefs about capital rotation between the two assets lack empirical foundation.
The analysis examines how gold and Bitcoin respond to different market conditions despite sharing a role as alternatives to traditional fiat currencies.
Understanding these dynamics becomes crucial as investors navigate increasingly complex macroeconomic environments where both assets coexist.
Different Risk Profiles Drive Asset Performance
Gold and Bitcoin operate on opposite ends of the risk spectrum, according to the analysis shared by Washigorira on social media.
“Gold is primarily a risk-off asset” that “reacts to uncertainty and loss of confidence,” while “Bitcoin is primarily a risk-on asset” that remains “highly sensitive to liquidity conditions,” the analyst noted.
https://t.co/37p2caJaxz
— Titan of Crypto (@Washigorira) January 24, 2026
The precious metal benefits from falling real interest rates and attracts capital seeking preservation during turbulent periods. Bitcoin, conversely, exhibits characteristics that thrive when financial conditions ease and liquidity expands.
The correlation between these assets varies significantly across different market regimes. Washigorira observed that “sometimes they move together, sometimes they diverge, and sometimes they even move in opposite directions.”
Historical data confirms that no stable relationship consistently holds across various market conditions. This variability undermines simplistic comparisons that treat gold and Bitcoin as interchangeable hedges against fiat currency devaluation.
Investors often assume that shared macro characteristics automatically create correlated price movements. “The usual shortcut goes like this: Gold is a hedge against fiat, Bitcoin is a hedge against fiat.
Therefore, capital should rotate from one to the other,” Washigorira explained. This reasoning ignores fundamental differences in how capital actually flows through markets. While both assets may coexist in the same economic environment, they respond to distinct incentives and catalysts.
The distinction between these drivers explains why rotation theories fail to materialize consistently. Markets do not operate through mechanical transfers of capital from one asset class to another.
Instead, investor behavior reflects complex decision-making processes influenced by multiple factors beyond simple hedging considerations. The analyst emphasized that “sharing a broad macro backdrop does not mean reacting to the same incentives.”
Liquidity Conditions Matter More Than Rotation Theories
The popular narrative suggesting that Bitcoin rallies automatically follow gold peaks oversimplifies actual market dynamics. Washigorira points out that after gold reaches a top, “capital often moves first into cash, bonds, or equities” rather than directly into Bitcoin.
The cryptocurrency requires liquidity expansion to generate sustained rallies, not merely rotation away from precious metals. “Bitcoin does not benefit mechanically from a gold top,” the analyst stated, adding that a gold peak alone does not provide sufficient conditions for Bitcoin price appreciation.
Understanding the indirect relationship between these assets offers a more reliable analytical framework. “Gold strength usually reflects stress and uncertainty,” while “Bitcoin strength usually reflects easing conditions and rising risk appetite,” according to the analysis. While they occasionally move together, timing differences frequently emerge between the two assets.
“Gold leads during stress phases when investors seek safety and capital preservation,” Washigorira explained. Bitcoin responds later when liquidity returns to financial markets and speculative appetite increases.
These different timelines result from fundamentally different macro engines driving each asset’s performance. The relationship proves indirect rather than rotational in nature.
The analysis emphasizes that lack of correlation does not equal inverse correlation. “A common misconception is that if two assets are not correlated, they must be inversely correlated. That is not how correlations work,” Washigorira clarified.
Periods where gold outperforms while Bitcoin underperforms occur regularly, but these episodes reflect conditional rather than structural relationships.
Investors who expect mechanical inverse movements misunderstand how asset correlations function in practice. Both assets deserve monitoring, but only when analysts correctly identify what economic forces each one actually responds to in real market conditions.
The post Analyst Debunks Gold-Bitcoin Correlation Myth, Explains Why Rotation Theory Fails appeared first on Blockonomi.
Gold and Bitcoin show no stable correlation across market cycles, often moving independently.
Gold functions as risk-off asset while Bitcoin operates as risk-on, driven by different factors.
Capital doesn’t rotate mechanically from gold to Bitcoin when precious metals peak, data shows.
Bitcoin rallies require liquidity expansion, not just rotation away from gold or other assets.
The relationship between gold and Bitcoin continues to spark debate among investors seeking clarity on how these assets interact.
Market analyst Washigorira recently challenged common assumptions about their correlation, arguing that many widely held beliefs about capital rotation between the two assets lack empirical foundation.
The analysis examines how gold and Bitcoin respond to different market conditions despite sharing a role as alternatives to traditional fiat currencies.
Understanding these dynamics becomes crucial as investors navigate increasingly complex macroeconomic environments where both assets coexist.
Different Risk Profiles Drive Asset Performance
Gold and Bitcoin operate on opposite ends of the risk spectrum, according to the analysis shared by Washigorira on social media.
“Gold is primarily a risk-off asset” that “reacts to uncertainty and loss of confidence,” while “Bitcoin is primarily a risk-on asset” that remains “highly sensitive to liquidity conditions,” the analyst noted.
https://t.co/37p2caJaxz
— Titan of Crypto (@Washigorira) January 24, 2026
The precious metal benefits from falling real interest rates and attracts capital seeking preservation during turbulent periods. Bitcoin, conversely, exhibits characteristics that thrive when financial conditions ease and liquidity expands.
The correlation between these assets varies significantly across different market regimes. Washigorira observed that “sometimes they move together, sometimes they diverge, and sometimes they even move in opposite directions.”
Historical data confirms that no stable relationship consistently holds across various market conditions. This variability undermines simplistic comparisons that treat gold and Bitcoin as interchangeable hedges against fiat currency devaluation.
Investors often assume that shared macro characteristics automatically create correlated price movements. “The usual shortcut goes like this: Gold is a hedge against fiat, Bitcoin is a hedge against fiat.
Therefore, capital should rotate from one to the other,” Washigorira explained. This reasoning ignores fundamental differences in how capital actually flows through markets. While both assets may coexist in the same economic environment, they respond to distinct incentives and catalysts.
The distinction between these drivers explains why rotation theories fail to materialize consistently. Markets do not operate through mechanical transfers of capital from one asset class to another.
Instead, investor behavior reflects complex decision-making processes influenced by multiple factors beyond simple hedging considerations. The analyst emphasized that “sharing a broad macro backdrop does not mean reacting to the same incentives.”
Liquidity Conditions Matter More Than Rotation Theories
The popular narrative suggesting that Bitcoin rallies automatically follow gold peaks oversimplifies actual market dynamics. Washigorira points out that after gold reaches a top, “capital often moves first into cash, bonds, or equities” rather than directly into Bitcoin.
The cryptocurrency requires liquidity expansion to generate sustained rallies, not merely rotation away from precious metals. “Bitcoin does not benefit mechanically from a gold top,” the analyst stated, adding that a gold peak alone does not provide sufficient conditions for Bitcoin price appreciation.
Understanding the indirect relationship between these assets offers a more reliable analytical framework. “Gold strength usually reflects stress and uncertainty,” while “Bitcoin strength usually reflects easing conditions and rising risk appetite,” according to the analysis. While they occasionally move together, timing differences frequently emerge between the two assets.
“Gold leads during stress phases when investors seek safety and capital preservation,” Washigorira explained. Bitcoin responds later when liquidity returns to financial markets and speculative appetite increases.
These different timelines result from fundamentally different macro engines driving each asset’s performance. The relationship proves indirect rather than rotational in nature.
The analysis emphasizes that lack of correlation does not equal inverse correlation. “A common misconception is that if two assets are not correlated, they must be inversely correlated. That is not how correlations work,” Washigorira clarified.
Periods where gold outperforms while Bitcoin underperforms occur regularly, but these episodes reflect conditional rather than structural relationships.
Investors who expect mechanical inverse movements misunderstand how asset correlations function in practice. Both assets deserve monitoring, but only when analysts correctly identify what economic forces each one actually responds to in real market conditions.
The post Analyst Debunks Gold-Bitcoin Correlation Myth, Explains Why Rotation Theory Fails appeared first on Blockonomi.
Colombia’s AFP Protección Launches Bitcoin Fund for Qualified Pension Investors
TLDR:
AFP Protección manages $55 billion across 8.5 million customers in Colombia’s pension market
Bitcoin fund requires personalized advisory and targets long-term diversification, not speculation
Colombia’s mandatory pension market reached 527.3 trillion pesos with 48.8% invested abroad
Protección follows Skandia as second major administrator offering Bitcoin pension exposure
Colombia’s second-largest pension fund manager AFP Protección plans to launch a Bitcoin exposure fund focused on long-term diversification.
The fund will be available to risk-qualified investors via personalized advisory, allowing limited BTC allocation. Protección manages about $55 billion in assets.
The company becomes the second major administrator in Colombia to offer such products, following Skandia’s September 2025 initiative.
Colombia’s second-largest pension fund manager AFP Protección plans to launch a Bitcoin (BTC) exposure fund focused on long-term diversification. The fund will be available to risk-qualified investors via personalized advisory, allowing limited BTC allocation. Protección manages…
— Wu Blockchain (@WuBlockchain) January 25, 2026
Strategic Approach to Digital Asset Integration
AFP Protección has designed its Bitcoin fund with a controlled and measured framework. Juan David Correa, president of the company, confirmed the initiative during a recent interview with Valora Analitik.
Access requires personalized advisory sessions to evaluate each investor’s risk tolerance and financial objectives. Only those meeting specific criteria can allocate portfolio percentages to Bitcoin.
The fund targets long-term diversification rather than short-term speculation or quick profits. Correa emphasized that “the most important element is diversification” when discussing the initiative.
Qualified participants will have the option to expose portions of their portfolios to digital assets. The approach reflects careful consideration of market volatility and regulatory requirements within Colombia’s financial system.
Protección manages approximately 8.5 million customers across mandatory pensions, voluntary pensions, and severance payments.
The company’s total assets under management exceed 220 trillion pesos. These figures position Protección as a major player in Colombia’s pension industry.
The new Bitcoin fund initially serves voluntary participants and customized allocations.
The mandatory pension market in Colombia reached 527.3 trillion pesos in November 2025. Nearly 48.8% of these funds are invested internationally.
Protección’s Bitcoin offering does not target mandatory savings at this stage. The company maintains focus on qualified investors with appropriate risk profiles.
Limited Scope Within Traditional Investment Framework
The new fund represents measured progress in Colombia’s financial sector evolution. Skandia Administradora de Fondos de Pensiones y Cesantías launched similar Bitcoin exposure options in September 2025.
Protección’s entry confirms growing institutional interest in digital assets among pension managers. The trend suggests gradual acceptance within private pension management.
Colombian pension funds continue investing predominantly in traditional assets. Fixed income securities and equities remain the core holdings.
Bitcoin exposure accounts for a small fraction of overall portfolio allocations. This conservative approach balances innovation with fiduciary responsibility.
The personalized advisory requirement ensures investor protection. Each participant undergoes risk assessment before accessing Bitcoin exposure.
The process aligns with regulatory expectations and industry best practices. Correa stated that “those people who can participate will find a space for a percentage of their portfolio, if they wish, to be exposed to this type of asset.”
The initiative expands options for qualified Colombian investors seeking exposure to digital assets. It does not indicate wholesale transformation of pension savings strategies in the country.
Traditional asset classes maintain their dominant position in portfolio construction and allocation. Bitcoin serves as an additional diversification tool for appropriate investor segments who meet risk criteria.
The post Colombia’s AFP Protección Launches Bitcoin Fund for Qualified Pension Investors appeared first on Blockonomi.
AFP Protección manages $55 billion across 8.5 million customers in Colombia’s pension market
Bitcoin fund requires personalized advisory and targets long-term diversification, not speculation
Colombia’s mandatory pension market reached 527.3 trillion pesos with 48.8% invested abroad
Protección follows Skandia as second major administrator offering Bitcoin pension exposure
Colombia’s second-largest pension fund manager AFP Protección plans to launch a Bitcoin exposure fund focused on long-term diversification.
The fund will be available to risk-qualified investors via personalized advisory, allowing limited BTC allocation. Protección manages about $55 billion in assets.
The company becomes the second major administrator in Colombia to offer such products, following Skandia’s September 2025 initiative.
Colombia’s second-largest pension fund manager AFP Protección plans to launch a Bitcoin (BTC) exposure fund focused on long-term diversification. The fund will be available to risk-qualified investors via personalized advisory, allowing limited BTC allocation. Protección manages…
— Wu Blockchain (@WuBlockchain) January 25, 2026
Strategic Approach to Digital Asset Integration
AFP Protección has designed its Bitcoin fund with a controlled and measured framework. Juan David Correa, president of the company, confirmed the initiative during a recent interview with Valora Analitik.
Access requires personalized advisory sessions to evaluate each investor’s risk tolerance and financial objectives. Only those meeting specific criteria can allocate portfolio percentages to Bitcoin.
The fund targets long-term diversification rather than short-term speculation or quick profits. Correa emphasized that “the most important element is diversification” when discussing the initiative.
Qualified participants will have the option to expose portions of their portfolios to digital assets. The approach reflects careful consideration of market volatility and regulatory requirements within Colombia’s financial system.
Protección manages approximately 8.5 million customers across mandatory pensions, voluntary pensions, and severance payments.
The company’s total assets under management exceed 220 trillion pesos. These figures position Protección as a major player in Colombia’s pension industry.
The new Bitcoin fund initially serves voluntary participants and customized allocations.
The mandatory pension market in Colombia reached 527.3 trillion pesos in November 2025. Nearly 48.8% of these funds are invested internationally.
Protección’s Bitcoin offering does not target mandatory savings at this stage. The company maintains focus on qualified investors with appropriate risk profiles.
Limited Scope Within Traditional Investment Framework
The new fund represents measured progress in Colombia’s financial sector evolution. Skandia Administradora de Fondos de Pensiones y Cesantías launched similar Bitcoin exposure options in September 2025.
Protección’s entry confirms growing institutional interest in digital assets among pension managers. The trend suggests gradual acceptance within private pension management.
Colombian pension funds continue investing predominantly in traditional assets. Fixed income securities and equities remain the core holdings.
Bitcoin exposure accounts for a small fraction of overall portfolio allocations. This conservative approach balances innovation with fiduciary responsibility.
The personalized advisory requirement ensures investor protection. Each participant undergoes risk assessment before accessing Bitcoin exposure.
The process aligns with regulatory expectations and industry best practices. Correa stated that “those people who can participate will find a space for a percentage of their portfolio, if they wish, to be exposed to this type of asset.”
The initiative expands options for qualified Colombian investors seeking exposure to digital assets. It does not indicate wholesale transformation of pension savings strategies in the country.
Traditional asset classes maintain their dominant position in portfolio construction and allocation. Bitcoin serves as an additional diversification tool for appropriate investor segments who meet risk criteria.
The post Colombia’s AFP Protección Launches Bitcoin Fund for Qualified Pension Investors appeared first on Blockonomi.
Russia Bans WhiteBit Crypto Exchange Over Alleged $11M Ukraine Military Funding
TLDR:
Russia designated WhiteBit and parent company W Group as undesirable organizations under new ruling.
Exchange management allegedly transferred $11 million to Ukraine’s armed forces, including $0.9M for drone purchases.
WhiteBit accused of running gray schemes that enabled illegal withdrawal of funds from Russia’s borders.
Platform reportedly provides technical infrastructure support to United24’s cryptocurrency donation system.
WhiteBit, a prominent Ukrainian cryptocurrency exchange, has been classified as an undesirable organization by Russia’s Prosecutor General.
The designation extends to W Group, the exchange’s parent company, and all associated affiliates.
Russian authorities allege the platform facilitated illegal fund transfers from Russia and provided financial support to Ukraine’s military operations. The action represents another escalation in the ongoing tension between the two nations.
Exchange Accused of Facilitating Illegal Fund Transfers
Russia’s Prosecutor General’s Office claims WhiteBit enabled various unauthorized transactions through its platform. These activities allegedly included gray schemes designed to move money out of Russian territory.
The supervisory authority maintains that such operations violated current regulations governing financial transactions.
The designation affects not only WhiteBit but also encompasses W Group and its subsidiaries. Russian law enforcement believes the group’s websites served as channels for questionable financial activities.
Russia’s Prosecutor General has designated Ukrainian crypto exchange WhiteBit as an “undesirable organization,” alleging it was used to illegally move funds out of Russia and to finance Ukraine’s armed forces. The designation also covers WhiteBit’s parent company W Group and its…
— Wu Blockchain (@WuBlockchain) January 25, 2026
The platforms allegedly processed transactions that circumvented established legal frameworks. Such accusations form the basis of the undesirable organization classification.
WhiteBit began operations in 2018 under the leadership of Ukrainian entrepreneurs. The exchange has grown substantially since its inception.
Platform operators claim their user base exceeds 8 million individuals across various markets. Daily trading volumes reportedly reach $11 billion on spot markets and $40 billion on futures markets.
The exchange operates without registration in Russia under current cryptocurrency regulations. Russian authorities maintain that no crypto exchanges hold proper registration within their jurisdiction.
The Bank of Russia continues working on legislative amendments to regulate exchanges and crypto exchangers. These regulatory changes are expected to be finalized by July 1.
Alleged Military Support and Donation Platform Cooperation
Russian authorities assert WhiteBit’s management transferred approximately $11 million to Ukraine since 2022. The funds allegedly supported various military initiatives undertaken by Ukrainian forces.
Among these transfers, roughly $0.9 million reportedly went toward drone procurement. These claims form a central component of the Prosecutor General’s justification for the designation.
The Russian agency also highlighted WhiteBit’s partnership with Ukraine’s Ministry of Foreign Affairs. This cooperation allegedly involved technical assistance to the United24 fundraising platform.
United24 operates as a donation channel accepting cryptocurrency contributions for Ukrainian needs. The platform collects digital assets to support various national initiatives.
Law enforcement officials believe WhiteBit provides ongoing technical infrastructure support to United24. This arrangement enables the fundraising platform to process cryptocurrency donations efficiently.
The collaboration between the exchange and government-affiliated entities raised concerns among Russian authorities. Such connections contributed to the decision to label the organization as undesirable.
Starting July 1, 2027, the Central Bank of the Russian Federation plans to implement penalties for unauthorized cryptocurrency intermediary activities.
These measures aim to establish accountability for platforms operating outside regulatory frameworks.
The initiative reflects broader efforts to control cryptocurrency-related operations within Russian borders. Authorities continue developing comprehensive oversight mechanisms for the digital asset sector.
The post Russia Bans WhiteBit Crypto Exchange Over Alleged $11M Ukraine Military Funding appeared first on Blockonomi.
Russia designated WhiteBit and parent company W Group as undesirable organizations under new ruling.
Exchange management allegedly transferred $11 million to Ukraine’s armed forces, including $0.9M for drone purchases.
WhiteBit accused of running gray schemes that enabled illegal withdrawal of funds from Russia’s borders.
Platform reportedly provides technical infrastructure support to United24’s cryptocurrency donation system.
WhiteBit, a prominent Ukrainian cryptocurrency exchange, has been classified as an undesirable organization by Russia’s Prosecutor General.
The designation extends to W Group, the exchange’s parent company, and all associated affiliates.
Russian authorities allege the platform facilitated illegal fund transfers from Russia and provided financial support to Ukraine’s military operations. The action represents another escalation in the ongoing tension between the two nations.
Exchange Accused of Facilitating Illegal Fund Transfers
Russia’s Prosecutor General’s Office claims WhiteBit enabled various unauthorized transactions through its platform. These activities allegedly included gray schemes designed to move money out of Russian territory.
The supervisory authority maintains that such operations violated current regulations governing financial transactions.
The designation affects not only WhiteBit but also encompasses W Group and its subsidiaries. Russian law enforcement believes the group’s websites served as channels for questionable financial activities.
Russia’s Prosecutor General has designated Ukrainian crypto exchange WhiteBit as an “undesirable organization,” alleging it was used to illegally move funds out of Russia and to finance Ukraine’s armed forces. The designation also covers WhiteBit’s parent company W Group and its…
— Wu Blockchain (@WuBlockchain) January 25, 2026
The platforms allegedly processed transactions that circumvented established legal frameworks. Such accusations form the basis of the undesirable organization classification.
WhiteBit began operations in 2018 under the leadership of Ukrainian entrepreneurs. The exchange has grown substantially since its inception.
Platform operators claim their user base exceeds 8 million individuals across various markets. Daily trading volumes reportedly reach $11 billion on spot markets and $40 billion on futures markets.
The exchange operates without registration in Russia under current cryptocurrency regulations. Russian authorities maintain that no crypto exchanges hold proper registration within their jurisdiction.
The Bank of Russia continues working on legislative amendments to regulate exchanges and crypto exchangers. These regulatory changes are expected to be finalized by July 1.
Alleged Military Support and Donation Platform Cooperation
Russian authorities assert WhiteBit’s management transferred approximately $11 million to Ukraine since 2022. The funds allegedly supported various military initiatives undertaken by Ukrainian forces.
Among these transfers, roughly $0.9 million reportedly went toward drone procurement. These claims form a central component of the Prosecutor General’s justification for the designation.
The Russian agency also highlighted WhiteBit’s partnership with Ukraine’s Ministry of Foreign Affairs. This cooperation allegedly involved technical assistance to the United24 fundraising platform.
United24 operates as a donation channel accepting cryptocurrency contributions for Ukrainian needs. The platform collects digital assets to support various national initiatives.
Law enforcement officials believe WhiteBit provides ongoing technical infrastructure support to United24. This arrangement enables the fundraising platform to process cryptocurrency donations efficiently.
The collaboration between the exchange and government-affiliated entities raised concerns among Russian authorities. Such connections contributed to the decision to label the organization as undesirable.
Starting July 1, 2027, the Central Bank of the Russian Federation plans to implement penalties for unauthorized cryptocurrency intermediary activities.
These measures aim to establish accountability for platforms operating outside regulatory frameworks.
The initiative reflects broader efforts to control cryptocurrency-related operations within Russian borders. Authorities continue developing comprehensive oversight mechanisms for the digital asset sector.
The post Russia Bans WhiteBit Crypto Exchange Over Alleged $11M Ukraine Military Funding appeared first on Blockonomi.
Bitcoin Whales Scoop Up 104,000 BTC: What This Means for Price Action Ahead
TLDR:
Bitcoin whales holding 1,000+ BTC accumulated 104,340 coins, marking a 1.5% increase in whale holdings total.
Daily transactions exceeding $1 million reached two-month highs, signaling active whale repositioning.
Analysis shows Bitcoin performs independently from gold with no clear evidence of sustained rotation.
Whale accumulation during consolidation historically precedes volatility as supply tightens on exchanges.
Bitcoin’s largest holders have executed a significant accumulation spree, adding over 104,000 coins to their wallets in recent activity.
This strategic positioning by whales holding at least 1,000 BTC comes amid renewed debate about the cryptocurrency’s relationship with traditional assets like gold.
The accumulation represents a 1.5% increase in holdings among this influential cohort, raising questions about potential market movements ahead.
Major Holders Execute Strategic Accumulation
Wallets containing a minimum of 1,000 BTC have collectively accumulated 104,340 coins according to data from market intelligence platform Santiment.
This represents a notable shift in distribution as the largest holders increase their control over the circulating supply.
The accumulation pattern suggests coordinated confidence among institutional investors and high-net-worth participants who possess substantial market knowledge.
Large Bitcoin whales are accumulating at an encouraging pace, wallets with at least 1K $BTC have collectively accumulated 104,340 more coins (a +1.5% rise). Additionally, the amount of $1M+ daily transfers is back up to 2-month high levels.
Chart: https://t.co/CJOfiOBbWU pic.twitter.com/4loxDFtUdb
— Santiment (@santimentfeed) January 25, 2026
Transaction activity among major holders has surged to levels not witnessed in the past two months. Daily transfers exceeding $1 million have climbed back to these elevated thresholds, indicating active repositioning within the whale community.
This uptick in large-value movements typically signals preparation for potential volatility or strategic entries ahead of anticipated price action.
The timing of this accumulation phase deserves attention given current market conditions. Bitcoin has entered a consolidation period following recent price fluctuations, creating an environment where sophisticated investors often build positions with minimal market impact.
Whales have historically leveraged these quieter periods to accumulate without driving premiums.
What makes this accumulation particularly noteworthy is its scale and concentration. A 1.5% increase across the whale cohort translates to meaningful changes in available supply for other market participants.
Reduced liquidity on exchanges combined with growing whale holdings could amplify price movements when demand catalysts emerge.
Market Independence Challenges Rotation Theory
While whales accumulate Bitcoin aggressively, new research from analyst Darkfost challenges prevailing narratives about capital flowing from gold into digital assets.
Using 180-day moving averages as benchmarks, the analysis examined periods when Bitcoin outperformed gold and vice versa.
The results showed nearly equal distribution between positive and negative signals, contradicting expectations of sustained rotation.
Throughout this cycle, many have talked about a rotation of capital from gold into Bitcoin.
Well, those people are still waiting…
This chart illustrates periods where BTC outperforms or underperforms depending on gold’s trend.
It provides two signals :
Positive = BTC >… pic.twitter.com/nKWKUry9F7
— Darkfost (@Darkfost_Coc) January 24, 2026
The study reveals that Bitcoin continues evolving independently without clear evidence of systematic capital migration from precious metals.
Market participants anticipating a definitive shift from gold to Bitcoin have found limited support in the data. This independence suggests both assets serve distinct purposes within investment portfolios rather than competing directly for the same capital.
Even during periods when Bitcoin trades above its 180-day moving average while gold trades below, establishing causation remains problematic.
Multiple macroeconomic factors influence both assets simultaneously through different transmission mechanisms. Interest rate policies, currency fluctuations, and risk sentiment affect gold and Bitcoin via separate channels that rarely align perfectly.
The absence of clear correlation carries implications for understanding current whale accumulation. If Bitcoin operates independently from gold, the recent buying activity likely responds to cryptocurrency-specific catalysts rather than broader safe-haven rotation dynamics.
This could include anticipated regulatory developments, institutional adoption trends, or technical setup expectations unique to digital asset markets.
Looking ahead, the combination of whale accumulation and asset independence creates an uncertain outlook. On one hand, concentrated buying by informed participants historically precedes upward price pressure as supply tightens.
On the other hand, the lack of supportive rotation from traditional assets means Bitcoin must generate its own demand catalysts to justify higher valuations.
Market observers will monitor whether this accumulation represents conviction in near-term appreciation or simply opportunistic positioning during consolidation.
The post Bitcoin Whales Scoop Up 104,000 BTC: What This Means for Price Action Ahead appeared first on Blockonomi.
Bitcoin whales holding 1,000+ BTC accumulated 104,340 coins, marking a 1.5% increase in whale holdings total.
Daily transactions exceeding $1 million reached two-month highs, signaling active whale repositioning.
Analysis shows Bitcoin performs independently from gold with no clear evidence of sustained rotation.
Whale accumulation during consolidation historically precedes volatility as supply tightens on exchanges.
Bitcoin’s largest holders have executed a significant accumulation spree, adding over 104,000 coins to their wallets in recent activity.
This strategic positioning by whales holding at least 1,000 BTC comes amid renewed debate about the cryptocurrency’s relationship with traditional assets like gold.
The accumulation represents a 1.5% increase in holdings among this influential cohort, raising questions about potential market movements ahead.
Major Holders Execute Strategic Accumulation
Wallets containing a minimum of 1,000 BTC have collectively accumulated 104,340 coins according to data from market intelligence platform Santiment.
This represents a notable shift in distribution as the largest holders increase their control over the circulating supply.
The accumulation pattern suggests coordinated confidence among institutional investors and high-net-worth participants who possess substantial market knowledge.
Large Bitcoin whales are accumulating at an encouraging pace, wallets with at least 1K $BTC have collectively accumulated 104,340 more coins (a +1.5% rise). Additionally, the amount of $1M+ daily transfers is back up to 2-month high levels.
Chart: https://t.co/CJOfiOBbWU pic.twitter.com/4loxDFtUdb
— Santiment (@santimentfeed) January 25, 2026
Transaction activity among major holders has surged to levels not witnessed in the past two months. Daily transfers exceeding $1 million have climbed back to these elevated thresholds, indicating active repositioning within the whale community.
This uptick in large-value movements typically signals preparation for potential volatility or strategic entries ahead of anticipated price action.
The timing of this accumulation phase deserves attention given current market conditions. Bitcoin has entered a consolidation period following recent price fluctuations, creating an environment where sophisticated investors often build positions with minimal market impact.
Whales have historically leveraged these quieter periods to accumulate without driving premiums.
What makes this accumulation particularly noteworthy is its scale and concentration. A 1.5% increase across the whale cohort translates to meaningful changes in available supply for other market participants.
Reduced liquidity on exchanges combined with growing whale holdings could amplify price movements when demand catalysts emerge.
Market Independence Challenges Rotation Theory
While whales accumulate Bitcoin aggressively, new research from analyst Darkfost challenges prevailing narratives about capital flowing from gold into digital assets.
Using 180-day moving averages as benchmarks, the analysis examined periods when Bitcoin outperformed gold and vice versa.
The results showed nearly equal distribution between positive and negative signals, contradicting expectations of sustained rotation.
Throughout this cycle, many have talked about a rotation of capital from gold into Bitcoin.
Well, those people are still waiting…
This chart illustrates periods where BTC outperforms or underperforms depending on gold’s trend.
It provides two signals :
Positive = BTC >… pic.twitter.com/nKWKUry9F7
— Darkfost (@Darkfost_Coc) January 24, 2026
The study reveals that Bitcoin continues evolving independently without clear evidence of systematic capital migration from precious metals.
Market participants anticipating a definitive shift from gold to Bitcoin have found limited support in the data. This independence suggests both assets serve distinct purposes within investment portfolios rather than competing directly for the same capital.
Even during periods when Bitcoin trades above its 180-day moving average while gold trades below, establishing causation remains problematic.
Multiple macroeconomic factors influence both assets simultaneously through different transmission mechanisms. Interest rate policies, currency fluctuations, and risk sentiment affect gold and Bitcoin via separate channels that rarely align perfectly.
The absence of clear correlation carries implications for understanding current whale accumulation. If Bitcoin operates independently from gold, the recent buying activity likely responds to cryptocurrency-specific catalysts rather than broader safe-haven rotation dynamics.
This could include anticipated regulatory developments, institutional adoption trends, or technical setup expectations unique to digital asset markets.
Looking ahead, the combination of whale accumulation and asset independence creates an uncertain outlook. On one hand, concentrated buying by informed participants historically precedes upward price pressure as supply tightens.
On the other hand, the lack of supportive rotation from traditional assets means Bitcoin must generate its own demand catalysts to justify higher valuations.
Market observers will monitor whether this accumulation represents conviction in near-term appreciation or simply opportunistic positioning during consolidation.
The post Bitcoin Whales Scoop Up 104,000 BTC: What This Means for Price Action Ahead appeared first on Blockonomi.
BlackRock’s RWA Push Signals US Equity Tokenization Strategy Amid $36T Debt Crisis
TLDR:
Tokenizing $68 trillion in US equities could boost stablecoin demand and absorb federal debt pressures.
Mar-a-Lago Accord failed as Sweden, Denmark, and India cut Treasury holdings amid global changes.
BlackRock’s RWA expansion aligns with strategic US interests beyond economic considerations.
Ethereum positioned as global capital settlement layer driven by balance-sheet geopolitical needs.
Tokenizing US equities through real-world assets has become the most viable strategy for addressing America’s mounting debt crisis. Market observers point to BlackRock’s aggressive push into RWA as evidence of this strategic shift.
The approach aims to boost stablecoin demand and indirectly absorb pressure from the $36 trillion federal debt load. Traditional refinancing methods face challenges as de-dollarization trends accelerate globally.
Mar-a-Lago Accord Concept Loses Traction
The rumored Mar-a-Lago Accord never materialized into formal policy. Market speculation in 2025 suggested foreign investors would roll short-term Treasuries into ultra-long-dated bonds.
The strategy intended to push out principal repayments and ease debt burdens. However, the concept failed to align with evolving global conditions.
De-dollarization accelerated following the Ukraine conflict and has not slowed despite de-escalation. Recent geopolitical events involving Venezuela and Greenland intensified the trend.
Sweden and Denmark reduced their Treasury holdings in response. India also cut its Treasury positions while increasing gold reserves.
Traditional debt refinancing through foreign investment no longer appears practical. The global environment shifted away from willing participation in extended US debt instruments.
Central banks and sovereign funds demonstrate decreasing appetite for long-term Treasury commitments. This reality forced policymakers to consider alternative financing mechanisms.
According to analyst Garrett, issuing more stablecoins represents the only realistic path forward. The strategy would potentially bypass foreign regulations and attract new global capital into Treasuries.
This approach requires substantial infrastructure changes in how assets are held and traded. The solution centers on blockchain technology and tokenization.
1/15
In the context of de-dollarization, extending the debt cycle to help the US resolve its debt seems unrealistic.
Tokenizing US equities to drive stablecoin demand is the primary feasible path for the US to refinance its mounting debt. BlackRock’s RWA push tells the story pic.twitter.com/1Yp6nE3njw
— Garrett (@GarrettBullish) January 24, 2026
RWA Tokenization as Strategic Solution
Putting US equities on-chain offers a mechanism to dramatically increase stablecoin demand. The American stock market holds approximately $68 trillion in value available for tokenization.
BlackRock’s position as the world’s largest asset manager gives it unique influence in this transformation. The firm’s deep connections to US power centers align with national strategic interests.
Historical precedent exists for financial institutions serving geopolitical objectives. George Soros attacked the British pound to weaken the Eurozone’s unified strength.
His short positions on the Japanese yen supported Abenomics and policies aimed at containing China. Warren Buffett’s substantial Japanese investments align with America’s current de-risking strategy from China.
The push to bring US equities on-chain carries both economic and strategic dimensions. Observers note the timing coincides with broader geopolitical realignments and trade policy shifts.
Ethereum could become the settlement layer for global capital markets under this framework. The transition would be driven by balance-sheet requirements rather than ideological preferences.
Market participants expect 2026 to mark a pivotal year for RWA adoption. The convergence of debt pressures, de-dollarization trends, and technological capabilities creates unique conditions.
Tokenization offers a path to maintain dollar dominance through digital infrastructure. The strategy represents a fundamental shift in how America finances its operations and manages global capital flows.
The post BlackRock’s RWA Push Signals US Equity Tokenization Strategy Amid $36T Debt Crisis appeared first on Blockonomi.
Tokenizing $68 trillion in US equities could boost stablecoin demand and absorb federal debt pressures.
Mar-a-Lago Accord failed as Sweden, Denmark, and India cut Treasury holdings amid global changes.
BlackRock’s RWA expansion aligns with strategic US interests beyond economic considerations.
Ethereum positioned as global capital settlement layer driven by balance-sheet geopolitical needs.
Tokenizing US equities through real-world assets has become the most viable strategy for addressing America’s mounting debt crisis. Market observers point to BlackRock’s aggressive push into RWA as evidence of this strategic shift.
The approach aims to boost stablecoin demand and indirectly absorb pressure from the $36 trillion federal debt load. Traditional refinancing methods face challenges as de-dollarization trends accelerate globally.
Mar-a-Lago Accord Concept Loses Traction
The rumored Mar-a-Lago Accord never materialized into formal policy. Market speculation in 2025 suggested foreign investors would roll short-term Treasuries into ultra-long-dated bonds.
The strategy intended to push out principal repayments and ease debt burdens. However, the concept failed to align with evolving global conditions.
De-dollarization accelerated following the Ukraine conflict and has not slowed despite de-escalation. Recent geopolitical events involving Venezuela and Greenland intensified the trend.
Sweden and Denmark reduced their Treasury holdings in response. India also cut its Treasury positions while increasing gold reserves.
Traditional debt refinancing through foreign investment no longer appears practical. The global environment shifted away from willing participation in extended US debt instruments.
Central banks and sovereign funds demonstrate decreasing appetite for long-term Treasury commitments. This reality forced policymakers to consider alternative financing mechanisms.
According to analyst Garrett, issuing more stablecoins represents the only realistic path forward. The strategy would potentially bypass foreign regulations and attract new global capital into Treasuries.
This approach requires substantial infrastructure changes in how assets are held and traded. The solution centers on blockchain technology and tokenization.
1/15
In the context of de-dollarization, extending the debt cycle to help the US resolve its debt seems unrealistic.
Tokenizing US equities to drive stablecoin demand is the primary feasible path for the US to refinance its mounting debt. BlackRock’s RWA push tells the story pic.twitter.com/1Yp6nE3njw
— Garrett (@GarrettBullish) January 24, 2026
RWA Tokenization as Strategic Solution
Putting US equities on-chain offers a mechanism to dramatically increase stablecoin demand. The American stock market holds approximately $68 trillion in value available for tokenization.
BlackRock’s position as the world’s largest asset manager gives it unique influence in this transformation. The firm’s deep connections to US power centers align with national strategic interests.
Historical precedent exists for financial institutions serving geopolitical objectives. George Soros attacked the British pound to weaken the Eurozone’s unified strength.
His short positions on the Japanese yen supported Abenomics and policies aimed at containing China. Warren Buffett’s substantial Japanese investments align with America’s current de-risking strategy from China.
The push to bring US equities on-chain carries both economic and strategic dimensions. Observers note the timing coincides with broader geopolitical realignments and trade policy shifts.
Ethereum could become the settlement layer for global capital markets under this framework. The transition would be driven by balance-sheet requirements rather than ideological preferences.
Market participants expect 2026 to mark a pivotal year for RWA adoption. The convergence of debt pressures, de-dollarization trends, and technological capabilities creates unique conditions.
Tokenization offers a path to maintain dollar dominance through digital infrastructure. The strategy represents a fundamental shift in how America finances its operations and manages global capital flows.
The post BlackRock’s RWA Push Signals US Equity Tokenization Strategy Amid $36T Debt Crisis appeared first on Blockonomi.
Quantum Computing Timeline Misconceptions Drive Premature Blockchain Security Response, Says A16z...
TLDR:
Cryptographically relevant quantum computers are unlikely before 2030 despite corporate claims of imminent breakthroughs.
Harvest-now-decrypt-later attacks demand immediate post-quantum encryption deployment for long-term confidentiality.
Digital signatures and zkSNARKs lack the harvest-now-decrypt-later vulnerability, allowing deliberate migration timelines.
Bitcoin faces unique governance and abandoned coin challenges requiring early planning independent of the quantum timeline.
Quantum computing poses distinct risks to different cryptographic systems with varying urgency levels, according to recent analysis from a16z crypto.
Encryption faces immediate harvest-now-decrypt-later attacks requiring swift post-quantum deployment despite performance costs.
Digital signatures and zero-knowledge proofs lack this vulnerability, allowing deliberate migration timelines. Misconceptions about quantum threat proximity distort security priorities across blockchain networks.
Cryptographically Relevant Quantum Computers Remain a Distant Reality
Public progress toward cryptographically relevant quantum computers contradicts claims of imminent arrival before 2030.
No current platform across trapped ions, superconducting qubits, or neutral atom systems approaches the hundreds of thousands of physical qubits required for running Shor’s algorithm against RSA-2048 or secp256k1.
Systems exceeding 1,000 physical qubits lack the gate fidelities and qubit connectivity necessary for cryptographically relevant computation.
A16z Crypto’s analysis addresses widespread confusion stemming from corporate announcements and media coverage. The firm noted that “timelines to a cryptographically relevant quantum computer are frequently overstated—leading to calls for urgent, wholesale transitions to post-quantum cryptography.”
https://t.co/Xb0vvVVUvm
— a16z crypto (@a16zcrypto) January 24, 2026
Quantum error correction demonstrations remain limited to a handful of logical qubits. Cryptanalysis requires thousands of high-fidelity, fault-tolerant logical qubits with sustained error-corrected circuit depth.
Companies stretching terminology around logical qubits create false perceptions of advancement. Recent claims of 48 logical qubits using distance-2 codes with only two physical qubits per logical qubit misrepresent capabilities.
Distance-2 codes detect errors without correcting them. Real fault-tolerant logical qubits demand hundreds to thousands of physical qubits each.
Many roadmaps reference logical qubits supporting only Clifford operations, which classical computers can efficiently simulate and cannot run Shor’s algorithm.
Harvest-Now-Decrypt-Later Attacks Drive Encryption Migration Urgency
Nation-state adversaries currently archive encrypted communications for future decryption when quantum computers exist.
This reality necessitates immediate post-quantum encryption deployment for data requiring long-term confidentiality spanning 10 to 50 years.
Chrome, Cloudflare, Apple’s iMessage, and Signal have deployed hybrid post-quantum encryption combining ML-KEM with classical schemes like X25519.
The analysis distinguished between encryption and signature vulnerabilities. A16z crypto explained that “post-quantum encryption demands immediate deployment despite its costs: harvest-now-decrypt-later attacks are already underway.”
Digital signatures operate under different threat parameters than encryption systems. Past signatures generated before a quantum computer cannot be forged, regardless of future cryptanalysis capabilities.
Zero-knowledge proofs maintain post-quantum security for their zero-knowledge property even when using elliptic curve cryptography. No confidential information exists to harvest for later decryption.
Any zkSNARK proof generated before cryptographically relevant quantum computer emergence remains trustworthy. Only after quantum computer arrival can attackers construct convincing proofs of false statements. This timeline removes the harvest-now-decrypt-later vulnerability from zkSNARK systems.
Bitcoin Faces Unique Migration Challenges Beyond Quantum Timeline
Bitcoin’s governance speed and abandoned coin problem create urgency independent of quantum computing progress. Protocol changes proceed slowly with contentious issues risking damaging hard forks.
Active migration requirements mean abandoned quantum-vulnerable coins cannot receive protection. Estimates place potentially abandoned quantum-vulnerable BTC in the millions worth hundreds of billions at current prices.
The research emphasized Bitcoin’s special circumstances requiring early planning. A16z crypto stated that “the real challenge in navigating a successful migration to post-quantum cryptography is matching urgency to actual threats.”
Quantum attacks will target individual public keys sequentially rather than breaking all encryption simultaneously. Early quantum attacks will be expensive and slow.
Low transaction throughput compounds Bitcoin’s migration challenges. Migrating all quantum-vulnerable funds to post-quantum addresses requires months at current transaction rates.
The community must resolve governance, coordination, and technical logistics before a quantum computers. Other blockchains face quantum-vulnerable fund challenges, but Bitcoin’s earliest transactions using pay-to-public-key outputs create exceptional exposure combined with age, value concentration, and governance rigidity.
The post Quantum Computing Timeline Misconceptions Drive Premature Blockchain Security Response, Says A16z Crypto appeared first on Blockonomi.
Cryptographically relevant quantum computers are unlikely before 2030 despite corporate claims of imminent breakthroughs.
Harvest-now-decrypt-later attacks demand immediate post-quantum encryption deployment for long-term confidentiality.
Digital signatures and zkSNARKs lack the harvest-now-decrypt-later vulnerability, allowing deliberate migration timelines.
Bitcoin faces unique governance and abandoned coin challenges requiring early planning independent of the quantum timeline.
Quantum computing poses distinct risks to different cryptographic systems with varying urgency levels, according to recent analysis from a16z crypto.
Encryption faces immediate harvest-now-decrypt-later attacks requiring swift post-quantum deployment despite performance costs.
Digital signatures and zero-knowledge proofs lack this vulnerability, allowing deliberate migration timelines. Misconceptions about quantum threat proximity distort security priorities across blockchain networks.
Cryptographically Relevant Quantum Computers Remain a Distant Reality
Public progress toward cryptographically relevant quantum computers contradicts claims of imminent arrival before 2030.
No current platform across trapped ions, superconducting qubits, or neutral atom systems approaches the hundreds of thousands of physical qubits required for running Shor’s algorithm against RSA-2048 or secp256k1.
Systems exceeding 1,000 physical qubits lack the gate fidelities and qubit connectivity necessary for cryptographically relevant computation.
A16z Crypto’s analysis addresses widespread confusion stemming from corporate announcements and media coverage. The firm noted that “timelines to a cryptographically relevant quantum computer are frequently overstated—leading to calls for urgent, wholesale transitions to post-quantum cryptography.”
https://t.co/Xb0vvVVUvm
— a16z crypto (@a16zcrypto) January 24, 2026
Quantum error correction demonstrations remain limited to a handful of logical qubits. Cryptanalysis requires thousands of high-fidelity, fault-tolerant logical qubits with sustained error-corrected circuit depth.
Companies stretching terminology around logical qubits create false perceptions of advancement. Recent claims of 48 logical qubits using distance-2 codes with only two physical qubits per logical qubit misrepresent capabilities.
Distance-2 codes detect errors without correcting them. Real fault-tolerant logical qubits demand hundreds to thousands of physical qubits each.
Many roadmaps reference logical qubits supporting only Clifford operations, which classical computers can efficiently simulate and cannot run Shor’s algorithm.
Harvest-Now-Decrypt-Later Attacks Drive Encryption Migration Urgency
Nation-state adversaries currently archive encrypted communications for future decryption when quantum computers exist.
This reality necessitates immediate post-quantum encryption deployment for data requiring long-term confidentiality spanning 10 to 50 years.
Chrome, Cloudflare, Apple’s iMessage, and Signal have deployed hybrid post-quantum encryption combining ML-KEM with classical schemes like X25519.
The analysis distinguished between encryption and signature vulnerabilities. A16z crypto explained that “post-quantum encryption demands immediate deployment despite its costs: harvest-now-decrypt-later attacks are already underway.”
Digital signatures operate under different threat parameters than encryption systems. Past signatures generated before a quantum computer cannot be forged, regardless of future cryptanalysis capabilities.
Zero-knowledge proofs maintain post-quantum security for their zero-knowledge property even when using elliptic curve cryptography. No confidential information exists to harvest for later decryption.
Any zkSNARK proof generated before cryptographically relevant quantum computer emergence remains trustworthy. Only after quantum computer arrival can attackers construct convincing proofs of false statements. This timeline removes the harvest-now-decrypt-later vulnerability from zkSNARK systems.
Bitcoin Faces Unique Migration Challenges Beyond Quantum Timeline
Bitcoin’s governance speed and abandoned coin problem create urgency independent of quantum computing progress. Protocol changes proceed slowly with contentious issues risking damaging hard forks.
Active migration requirements mean abandoned quantum-vulnerable coins cannot receive protection. Estimates place potentially abandoned quantum-vulnerable BTC in the millions worth hundreds of billions at current prices.
The research emphasized Bitcoin’s special circumstances requiring early planning. A16z crypto stated that “the real challenge in navigating a successful migration to post-quantum cryptography is matching urgency to actual threats.”
Quantum attacks will target individual public keys sequentially rather than breaking all encryption simultaneously. Early quantum attacks will be expensive and slow.
Low transaction throughput compounds Bitcoin’s migration challenges. Migrating all quantum-vulnerable funds to post-quantum addresses requires months at current transaction rates.
The community must resolve governance, coordination, and technical logistics before a quantum computers. Other blockchains face quantum-vulnerable fund challenges, but Bitcoin’s earliest transactions using pay-to-public-key outputs create exceptional exposure combined with age, value concentration, and governance rigidity.
The post Quantum Computing Timeline Misconceptions Drive Premature Blockchain Security Response, Says A16z Crypto appeared first on Blockonomi.
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