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Bitcoin’s earliest realistic path to becoming the world’s global reserve currency (defined here as reserve-currency primacy rather than limited reserve-asset adoption) sits around the mid-2040s under a scenario model that treats official mandates, collateral usage, and invoicing conventions as binding constraints.
That timeline starts from a reserve system where total global foreign-exchange...
Coinbase CEO Brian Armstrong told Bloomberg at Davos that investors who don't have at least 5% of their net worth in Bitcoin will “probably be pretty sad” by 2030.
Recently, Morgan Stanley's wealth management division published portfolio guidelines capping crypto exposure at 4% maximum for even its most aggressive growth models. Both used “5%” as their anchor. Neither meant the same thing.
The...
The crypto industry's capital headline for 2025 looks like a comeback story: $50.6 billion across 1,409 transactions, up sharply from 2024's totals.
However, the composition tells a different story.
According to the annual Crypto Fundraising Report, 43.7% of that capital came from just 21 mergers and acquisitions (M...
The following is a guest post by Nischal Shetty, Founder at WazirX and Shardeum.
On 2nd January 2026, an anonymous trader on crypto prediction platform Polymarket put down roughly $30,000 on a contract that Nicolás Maduro would be out of power by 31 January 2026. Within hours of a U.S. special forces raid that resulted in Maduro’s capture, that position was worth more than $436,000. Meanwhile,...
I keep thinking about the kind of person who owns a little Bitcoin tucked away for the future, a little gold tucked away for the past.
They are usually calm people; they do not trade headlines, they do not care about the daily noise, and they just want something solid on both sides of the monetary fence. For years that felt sensible, because Bitcoin’s long arc against gold looked like a one-way...
Changpeng Zhao spoke at the World Economic Forum's 2026 Annual Meeting in Davos this week, his first appearance on the official programme since Binance's 2023 US settlement and his subsequent guilty plea, prison sentence, and presidential pardon.
The listing placed him squarely in WEF's “New Era for Finance” track, including a session titled “Where Are We on Stablecoins?”, a framing that treated...
BlackRock’s 2026 Thematic Outlook put Ethereum at the center of its tokenization thesis, asking whether the network could serve as a “toll road.”
BlackRock stated that “of tokenized assets 65%+ are on Ethereum.”
The framing pushes Ethereum into an infrastructure role rather than a directional call on ETH. A “toll road” model depends on where issuance, settlement and fee payment occur when real-...
U.S. spot Bitcoin exchange-traded funds recorded three straight trading sessions of net outflows this week, totaling $1.58 billion.
The pullback follows a brief stretch of positive follow-through, sandwiched between another three-day outflow streak from Jan. 7 – 9 that totaled $1.134 billion, or about $378 million a day leaving the category.
Earlier in the month, flows flipped the other way, with...
Pierre Rochard's call for the Federal Reserve to integrate Bitcoin into its stress tests came at an unusual moment: the Fed is soliciting public comment on its 2026 scenarios while simultaneously proposing new transparency requirements for how it builds and updates those models.
The timing creates a natural question that has nothing to do with whether Rochard's specific claims hold up: can the...
A single wallet on Hyperliquid holds a long position worth roughly $649.6 million in Ethereum (ETH), with 223,340 ETH entered at around $3,161.85, with a liquidation estimate near $2,268.37.
As of press time, ETH traded around $2,908.30, and the liquidation threshold sits about 22% below that. This is far enough to avoid imminent danger but close enough to matter if volatility accelerates.
The...