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Tom Lee Says Crypto Not Keeping Up With Improving Fundamentals, Sees Precious Metals ‘Sucking the Oxygen’ out of the Room
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The Block
The first and final word in digital assets
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Strategy is positioned for a ‘prolonged crypto winter’ after boosting cash reserve, TD Cowen says
TD Cowen said the added cash strengthens Strategy’s ability to operate through a “prolonged crypto winter” by improving liquidity....
Banking startup Erebor raises $350 million at over $4 billion valuation following FDIC approval: Axios
The bank aims to service technology companies working with virtual currencies, artificial intelligence, defense, and manufacturing....
Peter Thiel-backed ETHZilla sells $74.5 million of ETH to pay debt as it shifts away from DAT strategy
Smaller ETH treasury firms face tighter constraints, with lower ether prices and debt obligations reducing room to keep accumulating....
Benchmark raises Hut 8 price target to $85 after AI data center deal
The lease pushes operating cost risk to the tenant while securing long-dated, backstopped cash flows, improving earnings visibility....
2026 DeFi Outlook
2025 pushed DeFi further along its maturity curve, with discernible credit cycles, growing institutional inflows, and increasingly robust trading venues. Onchain credit expansion resumed in H2 as risk...
JPMorgan weighs offering institutional crypto trading as Wall Street doubles down on digital assets
JPMorgan is assessing whether to offer cryptocurrency trading to institutional clients, including potential spot and derivatives services. ...
Coinbase to acquire prediction markets startup The Clearing Company
The deal follows Coinbase’s recent rollout of prediction markets on its platform and is expected to close in January....
Strategy adds $748 million in cash to dividend reserve as bitcoin accumulation pauses near Christmas
Strategy has paused its streak of bitcoin purchases, instead adding $748 million to its USD reserve, bringing the fund to $2.19 billion...
New XRP yield product earnXRP launches using Flare Network’s infrastructure
Three entities — Upshift, Clearstar, and Flare — have jointly launched earnXRP, a new product that allows users to earn yield denominated in XRP....
Clarity Act delays trigger $952 million in weekly global crypto ETP outflows: CoinShares
Global crypto products recorded their first outflows in four weeks as Washington pushed key policy discussions to next year, per CoinShares....
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