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Bitcoin’s slide below $80,000 has pushed a significant portion of US spot BTC exchange-traded fund (ETF) buyers into $7 billion in paper losses.
According to CryptoSlate's data, the world’s largest digital asset fell to as low as $74,609 over the weekend amid liquidity concerns and a risk-off tone in global markets. BTC has recovered to approximately $77,649 as of press time.
Alex Thorn, Galaxy...
Bitcoin just erased over $9,000 in a weekend liquidity trap and the Monday recovery is missing one thing
By the time London desks started lighting up this morning, Bitcoin had already moved sharply in off-hours trading.
Over the weekend, while most of the world was off-grid or only half-paying attention between errands and late-night scrolling, BTC slid hard in thin liquidity.
The chart tells the...
Binance just turned its emergency insurance fund into a public, auditable pledge. And it reads like a crisis-repair letter in balance sheet form.
The exchange announced Jan. 30 that it will convert SAFU's roughly $1 billion stablecoin reserves into Bitcoin within 30 days, with an explicit promise: if BTC price movements push the fund below $800 million, Binance will replenish it to $1 billion....
The “Bye America” trade has a habit of returning when markets stop debating whether the US is still the safest house on the block and start debating the price of living in it.
Over the past week, that debate has shown up in the dollar. A weaker dollar is rarely a story by itself, but it often arrives with a familiar set of consequences: global portfolios reassess how much US exposure they want,...
By the end of 2025, a corner of the market most Ethereum traders rarely watch had built a position large enough to matter for everyone else.
Everstake’s annual Ethereum staking report estimates that public companies’ “digital asset treasuries” collectively held roughly 6.5–7.0 million ETH by December, which is more than 5.5% of the circulating supply.
Graph showing the cumulative ETH digital...
Bitcoin treasuries are designed to look uncomfortable in drawdowns, because the trade they're running is simple: take a volatile asset, put it on a corporate balance sheet, and finance more of it through capital markets. When Bitcoin drops, the mark-to-market hit is the point, not the punchline.
The real question is whether the company can keep its funding machine running long enough for...
In a global investor survey from Coinbase Institutional and Glassnode, 1 in 4 institutions agreed that crypto has now entered a bear market. Yet the majority of institutions still said Bitcoin was undervalued, and most said they had held or increased exposure since October.
That discrepancy matters because it captures how institutions are positioning right now: caution about the regime, a...
Japan spent decades as the world’s best destination for the world's easiest funding trade. You could borrow yen at very low rates, buy almost anything with a higher yield, hedge just enough to feel responsible, and assume the Bank of Japan would keep volatility contained.
Late January 2026 is what it looks like when that assumption starts to break.
The BOJ’s Jan. 23 decision kept its policy rate...
Trump picked Kevin Warsh for Fed chair, the first big market change may be the way the Fed talks
When Donald Trump says Jerome Powell “got it wrong,” he usually means one thing: rates should have come down faster.
Powell, for all the heat he takes, has still been a fairly standard Fed chair. He speaks like a central banker.
He repeats himself on purpose. He tries to keep the Fed’s message boring...
Late on Friday, Illinois regulators shut down Metropolitan Capital Bank and Trust, a little-known institution with just $261 million in assets, handing control to the FDIC in what was officially a routine resolution.
But it landed in the middle of a much louder market shock.
On the same day the bank failed, gold and silver saw one of their sharpest one-day plunges in decades, and Bitcoin sold off...