Bitcoin’s near-term direction is quietly being decided on-chain.
Right now, 71.5% of $BTC supply is in profit, down from the key 75%+ “latent profit” zone that historically keeps holders calm and sell pressure low.
If this metric keeps slipping, a move toward the low $80Ks wouldn’t be surprising.
But here’s the bullish part 👇
A reclaim of 75–80% supply in profit often restores market confidence and sets the base for a sustainable upside move.
As Darkfost put it, this phase can still build the foundation for a real bullish recovery — structure first, price later.
Watching supply dynamics > watching candles.
{spot}(BTCUSDT)
💥 Gemini Earn Case Officially Closed $NOM
The SEC and Gemini Trust Company have agreed to end the long-running Gemini Earn lawsuit permanently, meaning the same claims cannot be brought again.
The case, which began in January 2023, centered on questions about whether the Earn lending product counted as unregistered securities. $AXL
All affected investors have now fully recovered their crypto via the Genesis Global Capital bankruptcy process. $TURTLE
This resolution, alongside state and regulatory settlements, marks a major conclusion to a high-profile post-2022 enforcement matter, showing that complete restitution can shape regulatory outcomes in crypto.
Vanar isn’t trying to impress you with flashy features. It’s quietly solving one of the biggest hidden problems in crypto adoption: familiarity. Most technically strong projects struggle not because they fail to deliver, but because users don’t feel at home. They are overwhelmed by new wallets, confusing interfaces, and unfamiliar rules. Vanar flips that script.
From the first interaction, the experience feels clear, calm, and intuitive. Transactions settle reliably. Interfaces behave as expected. Users don’t need to learn a new language to navigate the system. This is critical for gamers, creators, and everyday users who already have mental models shaped by Web2 platforms. If something feels alien, they leave quietly. Vanar’s goal is to make using the blockchain feel natural, turning curiosity into habit and experimentation into long-term engagement.
Performance still matters. Fast, scalable infrastructure supports gaming, digital worlds, and consumer applications. But emotional comfort matters just as much. By combining predictability with reliability, Vanar ensures users return, not because of incentives, but because the experience works.
Mass adoption doesn’t come from noise or hype. It comes when something stops feeling new and starts feeling like home. Vanar is building that home for Web3, one familiar, frictionless interaction at a time.
@Vanar #vanar $VANRY
Why Dusk Does Not Compete on Speed
Speed dominates most blockchain comparisons. Higher throughput, lower latency, faster blocks. These metrics matter for retail usage, but they are rarely decisive in regulated finance.
Dusk does not compete in that race.
Institutions care about predictability more than raw performance. A transaction that settles quickly but cannot be audited, justified, or reversed through legal process is not useful for real financial activity.
Dusk prioritizes controlled execution over speed. Its architecture is designed to support selective disclosure, compliance, and deterministic behavior. These properties are far more important for tokenized securities than headline performance numbers.
Regulated markets already operate at deliberate speeds. What they require is infrastructure that behaves consistently under scrutiny. Dusk reflects that reality.
This design choice explains why Dusk can appear understated during speculative cycles. It does not optimize for metrics that excite retail traders. It optimizes for conditions institutions actually operate under.
Speed attracts attention.
Reliability attracts adoption.
Dusk is built for the second outcome.
@Dusk_Foundation $DUSK #Dusk
🚨BIG WARNING: THE BIGGEST THREAT TO CRYPTO IS BACK.
The probability of a US government shutdown by January 31 has exploded to nearly 80%.
Just a day ago, it was only around 10%-15%.
And this is a serious liquidity risk for crypto.
Democrats have made it clear they will block the spending bill unless key DHS funding provisions are removed, and Republicans are not backing down, which means a shutdown is now a real possibility.
And here is the dangerous part:
The debt ceiling has already been raised to $41.1 trillion.
That means politicians can afford to fight longer without instantly breaking government operations, which actually increases the chance of a shutdown.
But if that's the case, why would crypto suffer?
When a shutdown starts, the US Treasury usually rebuilds its Treasury General Account (TGA). To do that, it pulls money out of financial markets.
Last time this happened, the TGA increased by about $220 billion. That was a $220B liquidity drain from markets, and crypto cannot handle that.
Last shutdown cycle:
• Markets pumped for a short time
• Liquidity dried up
• Then crypto collapsed
• BTC and ETH dropped 20%-25%
• Altcoins dropped much more
And one of the biggest factors behind this was the liquidity crisis.
This time, the setup is even worse.
• Liquidity is already thin.
• Market confidence is already weak.
• Institutions are mostly in stocks and gold.
• Volatility is already high
Crypto is already swinging violently on small flows.
A shutdown-driven liquidity drain could be devastating and result in an even more brutal dump.
🚨BIG WARNING: THE BIGGEST THREAT TO CRYPTO IS BACK.
The probability of a US government shutdown by January 31 has exploded to nearly 80%.
Just a day ago, it was only around 10%-15%.
And this is a serious liquidity risk for crypto.
Democrats have made it clear they will block the spending bill unless key DHS funding provisions are removed, and Republicans are not backing down, which means a shutdown is now a real possibility.
And here is the dangerous part:
The debt ceiling has already been raised to $41.1 trillion.
That means politicians can afford to fight longer without instantly breaking government operations, which actually increases the chance of a shutdown.
But if that's the case, why would crypto suffer?
When a shutdown starts, the US Treasury usually rebuilds its Treasury General Account (TGA). To do that, it pulls money out of financial markets.
Last time this happened, the TGA increased by about $220 billion. That was a $220B liquidity drain from markets, and crypto cannot handle that.
Last shutdown cycle:
• Markets pumped for a short time
• Liquidity dried up
• Then crypto collapsed
• BTC and ETH dropped 20%-25%
• Altcoins dropped much more
And one of the biggest factors behind this was the liquidity crisis.
This time, the setup is even worse.
• Liquidity is already thin.
• Market confidence is already weak.
• Institutions are mostly in stocks and gold.
• Volatility is already high
Crypto is already swinging violently on small flows.
A shutdown-driven liquidity drain could be devastating and result in an even more brutal dump.
$BTC Hong Kong Crypto Firms PUSH BACK Against OECD’s Global Crypto Surveillance Plan
A regulatory storm is brewing in Asia. Hong Kong crypto firms are pushing back hard against the OECD’s Crypto-Asset Reporting Framework (CARF), warning that rushing into compliance could create serious legal and operational risks without clearer guidance.
CARF isn’t light-touch regulation. It mandates cross-border sharing of crypto user identities and transaction data, effectively building a global crypto reporting pipeline. While the framework is scheduled to roll out by 2028, industry players in Hong Kong say the rules are still vague, fragmented, and potentially incompatible with local privacy and data protection laws.
The concern is clear: exchanges and service providers could be forced to choose between regulatory compliance and legal exposure. For a major crypto hub like Hong Kong, that tension matters — a lot.
As governments push for tighter oversight, crypto hubs are drawing lines. The question now is whether regulators clarify the rules… or risk pushing innovation elsewhere.
Is CARF the future of crypto regulation — or the start of a regulatory backlash? This debate is far from over.
Follow Wendy for more latest updates
#Crypto #Regulation #Blockchain