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Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

SHIB Eyes Up to 700% Cycle Gain as DOGE Hits 1,100-Day Profit Threshold

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Shiba Inu (SHIB) and Dogecoin (DOGE) are signaling mixed outlooks as broader crypto markets slide with Bitcoin. SHIB trades near $0.00000615 (up ~3.8% 24h) and faces a fragile technical setup: it must hold $0.0000060 to sustain a recovery, with immediate upside to $0.00000650 and downside risk to $0.00000550 if that support fails. A widely shared projection places SHIB’s late-2026 cycle peak between $0.00003–$0.00005 (≈400%–700% gains), but analysts warn such targets depend on real Shibarium adoption and token burns rather than cycle optimism. Key SEO keywords: Shiba Inu, SHIB price, Shibarium, token burn, memecoin cycle. Dogecoin trades around $0.0969 (up ~6.8% 24h) and crossed a rare metric: more than 1,100 days historically spent above today’s price level, indicating many holders remain underwater and creating embedded selling pressure. Technical indicators show weakness — price below major moving averages and RSI near 40. Institutional exposure via the 21Shares Dogecoin ETF (TDOG) exists but holdings remain below $10M and flows are muted. Key SEO keywords: Dogecoin, DOGE price, TDOG ETF, selling pressure. Market takeaway for traders: SHIB’s large supply makes sustainable rallies reliant on Shibarium-driven demand and burns; absent clear ecosystem uptake, optimistic cycle targets are speculative. DOGE’s prolonged underwater-holder metric suggests potential selling if prices retrace, limiting near-term upside despite short-term bounces. Monitor Bitcoin direction, Shibarium adoption metrics, token burn rates, ETF flows, and on-chain holder distribution for trade signals.
Neutral
Shiba InuDogecoinSHIB priceDOGE ETFmemecoins

Analyst: Bitcoin Showing ’Great Signal’ — Could ’Attack’ $70,000 If It Holds Above $65K

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Amsterdam-based analyst Michaël van de Poppe flagged a bullish structure in Bitcoin (BTC) after a short sweep of lows and an immediate rebound. Van de Poppe posted an hourly BTC/USD chart showing upward market structure above $65,000 and said BTC could start “attacking” $70,000+ after Friday options expiry, provided it holds above $65K. Data aggregator Santiment reported a surge in bullish social sentiment across X, Reddit and Telegram following the U.S. president’s congressional speech; BTC briefly rebounded to about $66.2K before retreating to roughly $65K. Santiment noted rising retail profit-taking alongside growing FOMO, warning that elevated retail FOMO can limit further rallies as traders often misread price action. They also highlighted that Bitcoin’s correlation with equities has been unusually weak over the past six months, suggesting room for BTC to catch up if correlation with the S&P 500 resumes. Key points: main keyword — Bitcoin; price context — brief high near $66.2K, support threshold at $65K, target mentioned $70K+; influencers — Michaël van de Poppe, Santiment; catalysts — options expiry and U.S. presidential speech-driven social sentiment.
Bullish
BitcoinBTC priceTechnical analysisOptions expirySocial sentiment

CoinDesk 20 rises 4.4% as Polkadot (DOT) jumps 17.2% and AVAX gains 12.9%

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All 20 assets in the CoinDesk 20 Index traded higher on Feb. 25, 2026, lifting the index 4.4% to 1,937.2 (up 82.19 points since 4 p.m. ET Tuesday). Polkadot (DOT) led gains with a 17.2% surge, followed by Avalanche (AVAX) up 12.9%. Bitcoin (BTC) and Aave (AAVE) were among the relative laggards, rising 2.8% and 3.0% respectively. The update is a performance snapshot of the CoinDesk 20, a broad-based index tracked across multiple trading platforms. Primary keywords: CoinDesk 20, Polkadot, DOT, AVAX, Avalanche, Bitcoin, BTC. Secondary/semantic keywords: index performance, market rally, altcoin gains, crypto market update.
Bullish
CoinDesk 20Polkadot (DOT)Avalanche (AVAX)Market performanceAltcoin rally

Sticky CPI May Force More RBA Rate Hikes, TD Securities Warns

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TD Securities warns that persistent Australian CPI — notably trimmed mean at ~4.2% and weighted median ~4.1% — keeps inflation well above the RBA’s 2–3% target and raises the likelihood of further monetary tightening. Services inflation (above 5%), housing costs, accelerating wage growth (~4.1%), and imported-price pressures are cited as key drivers. The cash rate target stood at 4.35% after 425bp of hikes since May 2022. Markets price roughly 40bp of additional tightening over the next 12 months; TD Securities sees at least one more 25bp hike as possible depending on incoming CPI, labor-force and business-survey data. Potential impacts: stronger AUD, tighter borrowing costs for mortgages and business credit, weaker housing construction and commercial real estate activity, and dampened consumer spending. Traders should monitor quarterly CPI (services components), monthly labor and wage reports, RBA statements and global central bank moves. This outlook is data-dependent; the path of inflation, wages and international conditions will determine timing and scale of further rate moves.
Bearish
RBAInflationInterest RatesAustralian DollarMonetary Policy

Khosla Leads $17.25M Series A in Brazilian AI HR Startup Comp; Keith Rabois Joins Board

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Comp, a Brazil-focused AI HR startup, raised $17.25 million in a Series A round led by Khosla Ventures, marking Khosla’s first investment in a Brazilian company. Keith Rabois (of Khosla) will join Comp’s board. Existing investors Kaszek and Canary participated alongside new backers Abstract Ventures and Endeavor Catalyst. Founded in late 2022 by Christophe Gerlach and Pedro Bobrow, Comp uses a hybrid “forward-deployed” model: former HR executives work directly with clients while training AI systems. Its services include AI-assisted recruiting, compensation policy design, automated performance reviews, and predictive HR planning. Comp counts major Brazilian tech firms (Nubank, QuintoAndar, Creditas and other unicorns) among early clients. The startup aims to replace traditional consultancies (Mercer, Korn Ferry, Willis Towers Watson) by evolving from human-augmented workflows to increasingly autonomous AI agents. The funding will support product development and expansion plans into the United States and other markets. The deal underlines growing VC interest in practical enterprise AI and provides both capital and Silicon Valley validation for Brazil’s HR tech sector.
Neutral
AI HRVenture CapitalBrazil TechEnterprise AIHR Automation

21Shares lists STRC ETP on Euronext, offers BTC‑backed 11.25% yield to European investors

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21Shares has launched the Strategy Yield ETP (ticker: STRC NA) on Euronext Amsterdam, giving European institutional and retail investors regulated access to MicroStrategy’s Variable Rate Series A Perpetual “Stretch” Preferred Stock. The preferred stock is backed by MicroStrategy’s Bitcoin treasury — roughly 717,722 BTC (about $47 billion) — and the ETP offers a variable dividend set at an annualized 11.25%. The ETP is structured to allow exposure via standard brokerage accounts, removing the need to buy the preferred shares directly. 21Shares positions STRC as its first equity‑linked product, expanding beyond crypto‑only ETPs; the firm manages about $5.3 billion across 60 ETPs on 13 exchanges. The launch follows other recent product moves from 21Shares, including a US spot SUI ETF (TSUI) listing. Primary keywords: 21Shares, STRC ETP, Bitcoin‑backed yield, MicroStrategy, Euronext. Secondary/semantic keywords: BTC treasury, preferred stock, dividend yield, equity‑linked ETP, regulated access.
Bullish
21SharesSTRC ETPMicroStrategyBitcoin (BTC)Euronext

CoinShares: Bitcoin has up to 20 years to prepare for quantum-computing risk

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CoinShares published a research report concluding quantum computers are not an immediate threat to Bitcoin. The firm estimates fewer than 8% of BTC (roughly 10,200 BTC) are currently vulnerable because legacy addresses reveal public keys on-chain. Implementing a successful attack would require machines about 100,000× more powerful than today’s quantum hardware, placing any practical risk roughly 10–20 years away. Bitcoin’s SHA-256 hashing and mining are considered resilient to near-term quantum advances. CoinShares recommends pragmatic mitigations: users should move funds out of legacy addresses into modern address formats that keep public keys private, and developers can add quantum-resistant signature options via soft forks well before the risk materializes. The report warns against premature hard forks or untested cryptography that could introduce bugs or centralisation. For traders, the takeaway is that quantum risk is a long-term engineering challenge rather than an immediate existential threat to BTC prices; markets and developers have time to monitor quantum progress and coordinate safe migrations.
Neutral
BitcoinQuantum computingCoinSharesCrypto securitySoft fork

Bitcoin Lags Stocks and Gold — Weakest Correlation Since FTX Shock

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Bitcoin has diverged sharply from equities and gold since late August, delivering its weakest correlation with stocks since the 2022 FTX collapse. Over the past six months gold rose ~51% and the S&P 500 gained ~7% while BTC fell about 43%. Data-provider Santiment notes this level of deviation from historical BTC–equity correlation is uncommon and may not persist. If macro conditions change — for example, three interest-rate cuts in H2 2025 — BTC and altcoins could recover towards their historical alignment with equities. Short-term market structure shows bearish pressure: funding rates in BTC futures are largely negative across $62k–$68k, short-term holders have been selling at a loss for nearly 30 days, and CryptoQuant warns that recent rallies may be exit liquidity rather than trend reversals. Bitcoin briefly reclaimed above $66,000 before settling near $65,000. Traders should watch funding rates, short-term holder profitability, and macro policy signals for clues on whether BTC will re-couple with equities or continue to underperform.
Bearish
BitcoinBTC correlationFutures fundingShort-term holdersMacro policy

Elliptic launches Lens — unified wallet and transaction screening with built-in copilot

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Elliptic has upgraded its Lens product to unify wallet and transaction screening into a single workflow from alert to decision. The new Lens introduces structured workflows (screening statuses, task assignment, structured notes) and automatic audit logging to improve accountability and regulator-ready documentation. Lens consolidates wallet and transaction views side-by-side and preserves customer-level context. Elliptic’s copilot (AI assistant) is integrated directly into Lens to generate risk summaries and analyse risk graphs; customers report copilot can cut alert review time by around 50%. Elliptic says teams using Lens resolve 99% of alerts in under five minutes. When deeper analysis is needed, Lens links with Investigator and carries over screening context, risk graphs and notes. Lens runs on Elliptic’s Data & Intelligence Platform covering 60+ blockchains and over one billion addresses. The upgrade is available automatically at no extra cost to existing Lens and Navigator customers, with historic screens and risk engine configurations preserved. Target users include crypto exchanges, financial institutions, network operators, token/stablecoin issuers and government agencies.
Neutral
EllipticcomplianceAMLblockchain analyticsAI copilot

Seoul Police Lose 22 BTC from Evidence After Protocol Breach

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Seoul’s Gangnam Police Station lost 22 BTC (≈$1.5–1.8M) seized in a 2021 case after procedural failures allowed the funds to be withdrawn on-chain in May 2022 and go undetected until recent audits. Initial reporting flagged that only the hardware wallet device was stored as evidence; suspects who knew the recovery seed regenerated keys and moved funds. A later, more detailed probe by the Gyeonggi Bukbu Provincial Police Agency found multiple breaches of National Police Agency cryptocurrency protocols: assets were placed in an external cold wallet instead of the designated secure cold wallet inside a separate safe, multi-officer access controls and scheduled audits were not followed, and chain-of-custody procedures were weak. Two suspects have been arrested on embezzlement charges; forensic analysis is ongoing to trace the funds and establish responsibility. Experts warn the case exposes systemic weaknesses in law enforcement handling of digital evidence—insufficient training, inadequate infrastructure, and insider or social-engineering risks. Recommended policy responses include immediate on-chain transfer to department-controlled wallets, mandatory multi-signature custody, sharding or secure storage of seed material, standardized evidence protocols, third-party audits, and specialized digital-evidence units. For traders, the incident highlights operational risks tied to seized crypto and may increase regulatory scrutiny and adoption of custody best practices, though direct market effects on BTC are likely limited unless similar failures scale or involve much larger volumes.
Neutral
BitcoinPolice EvidenceSecurity BreachChain of CustodyCustody Protocols

Analyst Predicts XRP Surge to $83 in 2026, Claims ’Will Make a Lot of People Rich’

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XRP optimism is resurfacing after months of weakness as analyst Archie posted a chart predicting XRP could hit $83 in 2026 — a 5,914% rise from ~$1.38 and implying an approximate $5 trillion market cap. The claim sparked mixed reactions on social platform X: some traders echoed the bullish view, while others questioned realism given token distribution and insider holdings. Archie doubled down with a remark suggesting four-figure upside. The article notes XRP is recording a fifth consecutive red month, which some compare to the 2016 consolidation that preceded XRP’s 2017 rally. Supporters point to potential catalysts such as improved U.S. regulatory clarity, rising institutional interest, and continued development on the XRP Ledger. Skeptics highlight concentration risk and past volatility. The piece concludes with a reminder this is opinion, not financial advice.
Neutral
XRPXRP LedgerPrice PredictionMarket SentimentRegulatory Clarity

DXY Range Holds as Fed Stays Patient, Limiting Dollar Volatility

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The U.S. Dollar Index (DXY) has remained range-bound between 103.50 and 105.50 as Brown Brothers Harriman (BBH) highlights persistent stability driven by the Federal Reserve’s patient, data-dependent stance. Technicals show a neutral posture: converged 50- and 200-day moving averages, RSI around 40–60, and contracted Bollinger Bands — signs of low volatility and potential for a future breakout but no immediate directional bias. Market positioning is balanced, with CFTC data showing no extreme speculative bets and options-implied volatility near multi-year lows. Key drivers include converging central bank policies (ECB, BOJ, BoE largely data-dependent), moderated global growth, stable capital flows, and easing domestic inflation toward the Fed’s 2% core PCE target. BBH flags probable scenarios for range resolution: U.S. economic reacceleration, global risk aversion, policy divergence among major central banks, or an inflation resurgence. For traders, the current environment suggests limited directional opportunities in FX and risk assets; watch economic surprises, geopolitical shocks, and central bank communications for catalysts. Primary keywords: DXY, Dollar Index, Federal Reserve; secondary keywords: range-bound, volatility, central bank policy, RSI, Bollinger Bands.
Neutral
DXYDollar IndexFederal ReserveRange-bound FXVolatility

Wall Street Firms Shift to Blockchain; Tokenization Seen as Major Growth Opportunity

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Major Wall Street firms are rapidly integrating blockchain into core financial infrastructure, challenging the enduring perception of crypto as merely a risky or marginal asset. Bitwise chief analyst Matt Hougan warns in a client note that investor views remain anchored to past scandals (Mt. Gox, Silk Road), creating an “anchoring bias” that obscures current developments. He highlights moves by BlackRock, Apollo and JPMorgan — including BlackRock’s tokenized treasury funds and investment activity — as evidence of a structural shift. Global traditional markets (ETFs ~$30T, stocks ~$110T, bonds ~$145T) dwarf the tokenized asset market (~$20B), implying vast upside if capital migrates to blockchain-based tokenization. Key open questions include whether value will accrue on public chains (Ethereum, Solana) or private networks (e.g., Canton Network). Hougan recommends broad-based positioning to capture “alpha” as institutional adoption deepens. The article frames institutional tokenization as transitioning blockchain from speculative experiment to core financial plumbing, urging traders to reassess risk and opportunity amid changing capital flows. (Primary keywords: blockchain adoption, tokenization, institutional crypto; secondary: BlackRock, tokenized assets, anchoring bias.)
Bullish
blockchain adoptiontokenizationinstitutional cryptoBlackRockmarket structure

BTC Short Squeeze Risk Rises as Funding Rates Turn Negative; Price Consolidates at $60K–$68K

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Bitcoin (BTC) has pulled back toward a key demand zone near $60K after failing multiple times to reclaim the channel midline near $68K, which remains a dynamic resistance. On the daily chart the broader bearish structure persists; the 4‑hour chart shows a breakdown from a symmetrical triangle with support found around $62K. Funding rates across exchanges have turned negative following the sell‑off, indicating elevated short exposure. While funding is moderately negative rather than extreme, sustained negative funding combined with price stability above $60K could set conditions for a short squeeze and a corrective bounce toward prior resistance. Conversely, renewed downside could push funding more negative and reinforce bearish continuation. Key levels: resistance ~ $68K (channel midline/overhead), support cluster $60K–$62K. Traders should watch funding rates, price behavior around $60K, and any reclaim of the broken triangle trendline for signs of a reversal or a short squeeze.
Neutral
BitcoinFunding RatesShort SqueezeTechnical AnalysisBTC Price Support

Anon Whale Withdraws 20,000 ETH from Binance and Deribit as ETH Rises 7%

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An anonymous whale (wallet ending 0x166f) withdrew 20,000 ETH — roughly $38.25 million — from Binance and Deribit within hours, according to on-chain analytics provider Lookonchain. The withdrawal could indicate the whale moved recently purchased ETH to cold storage or rebalanced holdings into long-term storage. The move coincided with a 7% intraday rise in Ethereum, recovering from a seven-day drop and briefly trading near $1,915 after falling below $2,000. Separately, the Ethereum Foundation began staking portion of its treasury, depositing 2,016 ETH as part of a plan to stake ~70,000 ETH and direct staking rewards to its treasury. Key data points: 20,000 ETH withdrawn (~$38.25M); EF staked 2,016 ETH toward a ~70,000 ETH target; ETH price shifted from $1,814 to about $1,916 amid a 7% surge. Primary keywords: ETH withdrawal, whale, Binance, Deribit, Ethereum staking. Secondary/semantic keywords: on-chain analytics, cold wallet, treasury staking, price recovery, market rebound.
Bullish
ETHwhale withdrawalBinanceDeribitEthereum staking

USD/CHF Surges as Fed’s Hawkish Shift Boosts Dollar

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USD/CHF surged after market expectations shifted toward a less-dovish Federal Reserve outlook. The pair broke resistance at 0.9250 and traded near 0.9287 (+0.85% in the London session), the highest since November 2024. Technical indicators are bullish: the 50-day moving average crossed above the 200-day, RSI ≈ 68, Bollinger Bands widening, and daily volume ~25% above the 30-day average. Key technical levels: support 0.9200, resistance 0.9320, upside target 0.9400 if 0.9320 is cleared. Fundamentals driving the move include higher-than-expected US core services inflation (4.2% y/y), resilient labor market (unemployment 3.8%, wage growth 4.5%), a recovering manufacturing PMI (ISM 51.3), and stronger Treasury yields (2-year Treasury ~4.35% vs Swiss equivalents ~1.20%). The DXY rose ~1.2% to 104.85. Wider US–Swiss interest-rate differentials (≈315 bps on two-year yields) and elevated demand for USD call/CHF put options indicate institutional positioning for further dollar gains; leveraged funds added ~32,000 net long USD contracts while asset managers reduced CHF exposure by ~$4.2bn. The Swiss National Bank remains more neutral with inflation at 1.4% and normalized rates after exiting negative territory; the franc’s safe-haven role is being challenged by dollar yield attractiveness. Traders should monitor Fed communications, US inflation and payrolls, SNB statements, and interest-rate differentials. Risk: RSI nearing overbought territory and possible consolidation between 0.9200–0.9320 before continuation or a corrective pullback. (SEO keywords: USD/CHF, US Dollar, Federal Reserve, Swiss Franc, interest-rate differential, Forex trading)
Bullish
USD/CHFFederal ReserveSwiss FrancInterest Rate DifferentialForex Trading

FxPro renews major sponsorship with McLaren after 2025 double victory

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FxPro has extended its strategic sponsorship with the McLaren Mastercard Formula 1 Team, continuing a partnership that began in 2018. The renewal follows McLaren’s strong 2025 season, in which the team won a second consecutive Constructors’ Championship and Lando Norris secured the Drivers’ Championship. Under the extended deal, FxPro branding will remain on McLaren cars, drivers’ helmets and team kits. FxPro described the agreement as the largest commercial deal in its history and highlighted the fit between Formula 1’s precision, speed and competitive mindset and the discipline required for financial trading. The announcement reiterates FxPro’s global trading offering — access to over 2,100 instruments across FX, stocks, indices, metals, energy and futures — and references McLaren’s wider racing commitments and sustainability goals. For traders, the news signals sustained marketing and brand visibility for FxPro but carries no direct implications for cryptocurrency prices or markets.
Neutral
FxProMcLarenSponsorshipFormula 1Brokerage

Bitcoin Rebounds Above $66K Amid Jane Street Algo-Selling Rumors and Thin Liquidity

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Bitcoin (BTC) climbed back above $66,000, rising about 2%–3% intraday after social-media rumors and trader chatter suggested a recurring algorithmic sell program tied to quantitative trading firm Jane Street had pressured prices. BTC/USD reached roughly $66,300 on Bitstamp. Terraform Labs has named Jane Street in litigation alleging coordinated selling and market manipulation dating to the 2022 crash; Jane Street denies the claims as unfounded. Market structure amplified the move: analysts and traders pointed to “razor-thin” order books and withdrawn overhead liquidity around the U.S. State of the Union address, which widened price swings. Data provider CoinGlass reported roughly $333 million in 24-hour crypto liquidations, with about $213 million from short liquidations. Traders flagged key resistance near $66,000 and cautioned against countertrend positions. For traders, the headlines — alleged institutional algo selling, thin liquidity, and sizable liquidations — increase short-term volatility risk and raise focus on liquidity and order-book depth ahead of potential institutional flows.
Neutral
BitcoinJane StreetAlgorithmic sellingLiquidityLiquidations

South Korea to force crypto and stock influencers to disclose holdings and paid promotions

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South Korea is preparing legislation to require social-media influencers who repeatedly promote cryptocurrencies and stocks to disclose their asset holdings and any paid promotions. Democratic Party lawmaker Kim Seung-won is drafting amendments to the Capital Markets and Financial Investment Business Act and the Act on the Protection of Virtual Asset Users. The proposal would cover repeated advice or compensated promotions delivered via publications, online posts and broadcasts, and require influencers to declare the type and amount of assets they hold and any remuneration received; enforcement details would be set by presidential decree. Violations could carry penalties comparable to those for market manipulation or insider trading. Regulators say the move responds to a surge in complaints about quasi-investment advisers — reports climbed from 132 in 2018 to 1,724 in 2024. The proposal follows global precedents: the UK’s FCA restricts financial promotions, the US SEC and FINRA have fined undisclosed promotions, and ESMA (backed by Italy’s CONSOB) has warned that “finfluencers” must follow investment and advertising rules. For crypto traders, this should increase transparency around influencer-driven price moves, reduce undisclosed paid-promotion risks (short-term pump-and-dump), and raise compliance scrutiny on social-media-driven liquidity events. Primary keywords: South Korea, crypto influencers disclosure, paid promotions, market manipulation, virtual asset law.
Neutral
South Korea regulationcrypto influencers disclosuremarket manipulationvirtual asset lawfinancial promotion compliance

Netherlands to Revise 36% Box 3 Tax on Unrealized Investment and Crypto Gains

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Dutch Finance Minister Eelco Heinen announced the proposed Box 3 overhaul — which levies a 36% tax on unrealized appreciation across savings, equities, bonds and digital assets starting in 2028 — cannot pass in its current form and will be revised with both chambers of Parliament. The plan, prompted by a 2021 Supreme Court ruling that struck down the old assumed‑return method, taxes paper gains annually even if assets are not sold. Real estate and start‑up shares remain largely taxed on realization; rents and dividends are taxed yearly. Lawmakers shortened the review window from five to three years and signalled a possible shift toward taxing only realized capital gains by Budget Day 2028. Critics — including prominent crypto commentators and investors — warn the unrealized‑gains tax could force liquidations, reduce liquidity, and prompt capital and talent flight from the Netherlands. Heinen has opened consultations with his State Secretary and said the bill “needs to be amended.” For traders: the reform raises short‑term liquidity risk and relocation incentives for high‑net‑worth and crypto holders, while a move toward realized‑gains taxation by 2028 would materially change long‑term tax treatment for crypto holdings. Primary keywords: Box 3 tax, unrealized gains, crypto tax. Secondary keywords: liquidity risk, capital outflows, Dutch tax reform, 36% rate.
Bearish
Box 3 taxunrealized gainscrypto taxDutch tax reformliquidity risk

Jameson Lopp: Self‑custody, phishing risks and a three‑wallet security model for crypto holders

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Jameson Lopp, co‑founder and CTO of Casa and former BitGo engineer, warns crypto holders to prioritise self‑custody and sharpen both digital and physical security. Lopp says reliance on trusted third parties remains the largest systemic risk, while phishing and social‑engineering attacks are the most probable threats to individual holders. He highlights rising violent “rich” attacks (home invasions, kidnapping for ransom) tied to publicly visible wealth signals, and warns malware that targets signing devices and phones is a serious vector. Recommended protections include wallet segmentation (a three‑wallet system: small hot wallet, medium warm wallet, large cold/multisig wallet), multisig and distributed key custody with devices from different vendors, use of air‑gapped signing machines, hardware security keys (YubiKey/passkeys) over SMS 2FA, password managers, and prioritising privacy to reduce targetability. Lopp cautions that economic pressure on crypto firms could reduce smart contract audits, increasing investor risk, and says convenience still drives many to custodians. For traders: immediate measures are to minimise attack surface (don’t click links, use direct logins), segregate funds by risk, secure exchange email/API credentials, adopt hardware keys and multisig for large holdings, and assume physical risk when your digital footprint signals wealth. Keywords: self‑custody, phishing, multisig, YubiKey, wallet segmentation.
Neutral
self‑custodyphishingmultisigwallet segmentationphysical security

Senate Probes Binance Over $1.7B in Alleged Iran–Russia Sanctions Trades

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Sen. Richard Blumenthal’s Senate Permanent Subcommittee on Investigations has opened a probe into Binance after reports that the exchange processed roughly $1.7 billion in transactions tied to sanctioned Iranian entities and Russia-related oil actors. The senator requested documents from Binance CEO Richard Teng, including correspondence, account records, and internal compliance reports, with a March 6 deadline. Internal reports cited intermediary partners — Hexa Whale and Blessed Trust — and traced transfers to wallets linked to the IRGC and payments to tanker crews involved in alleged sanctions-evasion schemes. Blumenthal alleges Binance ignored compliance red flags and may have facilitated money laundering. Binance denies the claims, calling the reporting defamatory, reiterating it bans Iranian users, reports suspicious activity to authorities, and says it has reduced flows involving sanctioned/high-risk jurisdictions by about 97% since January 2024 (now ~0.009% of volume). The exchange says it is conducting an internal review and will deliver a full report to the U.S. Department of Justice. The inquiry follows Binance’s 2023 $4.3bn settlement for AML and sanctions violations and leadership changes. Analysts note blockchain forensics can link wallets to entities, so the investigation’s chain-analysis depth will be decisive. Crypto traders should monitor regulatory developments, potential compliance costs, and any shifts in Binance liquidity or user flows that could affect on‑exchange pricing and volatility.
Bearish
BinanceSanctionsAML/ComplianceIranRegulatory probe

AMD Surges After Landmark $60B Meta AI Chip Deal — 6GW of Instinct GPUs, EPYC CPUs and Helios Racks

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AMD announced a multi‑year agreement to supply Meta Platforms with up to $60 billion of AI chips and systems over five years, driving an 8–10% move in AMD shares around the announcements. The deal covers AMD Instinct GPUs (MI450 architecture shipments starting H2 2026), sixth‑generation EPYC "Venice" and "Verano" CPUs, and Meta’s deployment of AMD Helios rack‑scale systems to reach roughly 6 gigawatts of compute capacity. The contract includes a performance‑based warrant that could grant Meta up to 160 million AMD shares. AMD executives said the collaboration aligns GPU, CPU and rack‑scale roadmaps to deliver energy‑efficient, workload‑optimized AI infrastructure; AMD expects the structure to drive substantial multi‑year revenue growth and be accretive to non‑GAAP EPS. Investors viewed the agreement as increasing long‑term revenue visibility for AMD and as a strategic diversification by Meta away from Nvidia. The deal reversed recent AMD volatility—shares had earlier slid after cautious guidance—and sits amid forecasts of massive hyperscaler AI infrastructure spending that heightens competition in AI chips. For crypto traders: the announcement tightens AMD’s revenue visibility and could increase sector volatility and liquidity. Short‑term outcomes may include heightened trading volume and price swings in stocks and related hardware supplier tokens; longer term, accelerated GPU supply for large AI deployments may affect demand dynamics for GPU‑dependent blockchain projects and mining economics.
Neutral
AMDMeta AI dealInstinct GPUsEPYC CPUsAI infrastructure

FG Nexus sells $14M in ETH, locking in >$80M losses on Ether treasury bet

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FG Nexus, a publicly traded Ethereum treasury and infrastructure firm (ticker FGNX), sold 7,550 ETH (≈$14M) from its corporate treasury — the latest in a sequence of disposals that have realized more than $80 million in losses. Arkham on‑chain data shows FG Nexus accumulated 50,770 ETH in Aug–Sep 2025 at an average price near $3,860. After ETH peaked above $4,600 in October and then dropped to about $2,700 in November, FG Nexus liquidated just over 21,000 ETH for roughly $55M and has continued trimming its position; current reported holdings are around 30,000–37,594 ETH depending on disclosures. The selloffs have coincided with a sharp decline in FG Nexus’s stock (FGNX), which fell roughly 52% in the past month. The story sits within a broader pattern of ETH‑heavy corporate treasuries facing pressure: examples include Trend Research’s large ETH sale that realized substantial losses, ETHZilla’s liquidation to meet debt obligations, and massive paper losses at firms like Bitmine Immersion Technologies. The events highlight concentration risk from single‑asset treasuries and the market impact when corporates liquidate large ETH positions. Traders should watch on‑chain flow, FG Nexus disclosures, and FGNX share moves for further liquidation signals and short‑term downward pressure on ETH.
Bearish
FG NexusETH selloffEthereum treasuryTreasury lossesOn‑chain liquidation

Former Chainlink Exec Taylor Lindman Named SEC Crypto Task Force Chief Counsel

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Taylor Lindman, a former senior legal executive at Chainlink Labs, has been appointed Chief Counsel of the U.S. Securities and Exchange Commission’s Crypto Task Force, succeeding Michael Selig after his move to lead the CFTC. Lindman spent five years at Chainlink as Deputy General Counsel, advising on token and smart-contract compliance, liaising with regulators and helping shape Chainlink’s policy engagement. The appointment—confirmed by Chainlink and SEC Commissioner Hester Peirce—comes as the Task Force advances work started under Project Crypto to create a coordinated regulatory framework between the SEC and CFTC. SEC priorities highlighted by Chairman Paul Atkins include a crypto asset taxonomy, jurisdictional clarity, custody rules for non-security digital assets (notably payment stablecoins), transfer-agent modernization, potential innovation exemptions for tokenized securities, and formal guidance on token classification. The move signals deeper industry integration into SEC policy teams and reinforces the agency’s staffing and policy push toward clearer crypto rules. Market context: total crypto market capitalization is reported near $2.2 trillion. Keywords: SEC, Chainlink, crypto regulation, Project Crypto, stablecoins.
Neutral
SECChainlinkCrypto RegulationProject CryptoStablecoins

UK FCA admits Revolut and three firms into sandbox to test stablecoin use in payments and settlement

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The UK Financial Conduct Authority (FCA) has selected four firms—Monee Financial Technologies, ReStabilise, Revolut and VVTX—from 20 applicants to join its regulatory sandbox to test stablecoin innovations in real-world, secured environments. The trials, starting in Q1 2026, will focus on stablecoin issuance, payments, wholesale settlement and crypto trading use cases. Matthew Long, FCA Director of Payments and Digital Assets, said the exercises aim to ensure the credibility of stablecoins in payments and settlement. Results from the sandbox will directly inform the UK’s final stablecoin regulatory regime due in late 2026. This initiative signals targeted regulatory support for payment-focused stablecoin development while maintaining oversight; it may accelerate product readiness and compliance for the participating firms.
Neutral
stablecoinsFCA sandboxRevolutpaymentsdigital assets

Bitfinex: ETF Outflows and Whale Selling Weigh on Bitcoin; $53k Seen as Key Support

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Bitfinex Alpha reports that Bitcoin remains in a higher-timeframe downtrend driven by weak spot-Bitcoin ETF inflows and continued whale selling. Although BTC rebounded ~20% from the Feb. 5 low, the bottom is not confirmed. U.S. spot BTC ETFs have recorded cumulative net outflows of about $2.6 billion year-to-date, adding institutional selling pressure. On-chain data show roughly 64% of exchange inflows now come from large holders — the highest share since October 2015. Options traders are pricing a premium for downside protection amid tariff policy and macro uncertainty. Bitfinex highlights a realised price of $53,000 as an important medium-term support level. The report cautions markets remain cautious and this update is for market information only, not investment advice.
Bearish
BitcoinETF outflowswhaleson-chain datamarket support

Solana AI agent sends 5% of LOBSTAR supply by mistake; recipient nets ~ $6K after extreme slippage

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An autonomous AI wallet agent on Solana misparsed token decimals during a session reset and accidentally transferred 52.439 million LOBSTAR—about 5% of the token’s supply—intended as a much smaller donation. On-chain valuations at the time put the transfer between roughly $250k and $440k, but the absence of decimal-parse checks and transactional guardrails allowed the full amount to execute. The recipient’s attempt to sell or liquidate such a large holding into thin LOBSTAR markets produced extreme slippage; realized proceeds collapsed to only a few thousand dollars after partial reinvestment into a newly launched token (associated with the holder) and rapid losses. The event briefly pushed LOBSTAR’s market cap and price higher (price spiked ~190%) amid community attention and discussion of “agentic risk,” but volatility returned and liquidity evaporated. Key takeaways for traders: enforce decimal/parse validations and transaction limits for autonomous agents and smart wallets; expect severe price impact when large on‑chain transfers hit thin order books; and treat social-media-driven memecoin pumps as short‑lived and liquidity‑sensitive. Primary keywords: LOBSTAR, Solana, AI agent, slippage, on-chain security. Secondary/semantic keywords included: decimal parsing, agentic risk, token liquidity, memecoin volatility.
Bearish
SolanaLOBSTARAI agentslippageon-chain security