Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Tether (USDT) and Circle (USDC) minted a combined $1.5 billion in roughly two hours following recent market volatility, according to on‑chain data. Tether issued about $1 billion USDT—mainly on Tron—while Circle minted roughly $500 million USDC, including new supply on Solana. The issuance followed a sharp pullback that briefly pushed Bitcoin below $93,000 and triggered liquidations. Large stablecoin mints typically signal increased dollar liquidity and readiness to deploy capital rather than immediate buying: newly issued tokens often remain in treasuries or intermediary wallets before moving to exchanges, market makers or institutional desks. Market-share data show USDT and USDC continue to dominate circulating stablecoin supply, with Tether around 60% and Circle about 30%. Whether the new supply translates into spot buying depends on follow‑through indicators such as inflows to centralized exchanges, stablecoin transfers to exchange wallets, and on‑chain spot demand. For traders, the mint indicates higher on‑chain dollar liquidity and potential for increased volatility and buying pressure, but it is not by itself confirmation of a market reversal. Key SEO keywords: stablecoins, USDT, USDC, liquidity, on‑chain.

Tokenized gold-backed crypto tokens have seen a sharp increase in trading volumes as the price of physical gold rallies toward $5,000 per ounce. On-chain and exchange data indicate that tokenized gold platforms — which issue blockchain-based tokens redeemable for allocated physical gold — recorded volumes that outperformed most traditional gold ETFs in recent sessions. Traders are shifting into tokenized gold for fast, 24/7 access, lower transaction friction, and fractional ownership, attracting both retail and institutional flows. Key drivers include persistent macroeconomic uncertainty, rising inflation expectations, and safe-haven demand amid geopolitical tensions. Market participants also note improved infrastructure and custody arrangements that reduce counterparty risk for tokenized products. While tokenized gold offers liquidity and trading convenience, analysts caution about differences from ETFs, including varying redemption processes, regulatory frameworks, and custody standards. Short-term effects for crypto markets may include increased inflows into tokenized-asset pairs and higher volatility around gold-linked tokens; long-term adoption depends on clearer regulation and institutional uptake.

Coinbase CEO Brian Armstrong said he is optimistic about recent U.S. crypto legislation while acknowledging that Coinbase previously withdrew its support for an earlier version of the bill. Armstrong expressed continued engagement with lawmakers and confidence that new legislative efforts can create clearer regulatory frameworks for digital-asset markets. The remarks signal Coinbase’s willingness to work with U.S. policymakers despite past disagreements over specific provisions. The development matters for traders because clearer regulation could reduce legal uncertainty for exchanges, potentially improving liquidity and institutional participation. Key themes: Coinbase, Brian Armstrong, U.S. crypto legislation, regulatory clarity, exchange compliance.

Mastercard has halted acquisition talks with cryptocurrency infrastructure firm Zerohash and is now considering a strategic minority investment instead. Negotiations collapsed due to regulatory uncertainties, valuation disagreements and integration complexities. Zerohash provides regulatory technology (RegTech) for digital-asset transactions—real-time transaction monitoring, automated regulatory reporting, risk assessment and settlement assurance—making it valuable to payment networks seeking compliant crypto capabilities. The move mirrors sector trends where major payment processors (eg, Visa) prefer investments and partnerships over full buyouts to retain flexibility amid evolving rules like the EU’s MiCA and shifting US proposals. For Mastercard, a minority stake would grant access to Zerohash’s compliance and settlement tech while leaving operations independent, accelerating deployment of crypto-linked payment services with less integration risk. This signals continued institutional investment into crypto infrastructure and highlights regulatory compliance as a primary strategic priority for payment networks integrating digital assets.

China Telecom’s Institute of Artificial Intelligence (TeleAI) says it has developed TeleChat3 — a family of Mixture-of-Experts (MoE) large language models from 105 billion to trillions of parameters — trained entirely on Huawei’s Ascend 910B processors and MindSpore framework. TeleAI claims the Huawei full-stack met “severe demands” for frontier-scale MoE training and resolved key bottlenecks for domestic model development, though TeleChat3 benchmarks lag behind OpenAI’s GPT-OSS-120B on several metrics. The report highlights a broader push in China for domestic AI self-reliance amid U.S. export controls that restrict access to advanced U.S. chips. Recent moves around Nvidia’s H200 approvals and subsequent Chinese restrictions led suppliers to pause H200 component production and triggered roughly a 3% drop in Nvidia shares. Market watchers note policy uncertainty could swing chip and tech stocks; NVDA’s earnings on Feb 25 and China export developments are being closely watched. For crypto traders: the story underscores accelerating Chinese domestic compute capacity, potential shifts in cloud/AI service providers, and geopolitical risk that can affect tech sector correlation with crypto markets and risk appetite.

Billionaire investor Ray Dalio warned that the global fiat currency order is under strain and may be ’cracking’ as rising geopolitical tensions, persistent inflation, and aggressive central bank actions reshape markets. Dalio pointed to growing fragmentation in monetary systems, increased use of sanctions and capital controls, and the potential for countries to seek alternatives to the US dollar reserve standard. He highlighted risks from higher yields, tighter liquidity, corporate and sovereign debt stress, and potential sovereign-debt restructurings. Dalio suggested that investors should prepare for greater volatility, diversify holdings, and consider real assets and alternative stores of value. The remarks add to ongoing debates about fiat stability, reserve currency competition, and the macro outlook amid recent market turbulence.

Ethereum (ETH) is forming an inverse head-and-shoulders pattern, a bullish reversal structure, with the neckline identified between $4,000 and $4,400. The pattern’s left shoulder formed mid-2024, the head in late 2024, and the right shoulder is developing into early 2025. ETH traded around $3,100 at the time of reporting, down ~3% over 24 hours and ~1% over seven days, having briefly reached $3,300 over the weekend before retreating amid broader market stress tied to global trade concerns. Analysts cited include CW, who noted a potential short-term fill of a CME gap near $3,000 before a move to $3,200, and Maartunn reporting that Bitmine invested $14.6B into ETH in 2025 but has been inactive in 2026 aside from staking. On-chain commentary from CryptoQuant highlighted institutional and ETF interest aligned with chart movements and regulatory responses. Also noted: Ethereum staking reached an all-time high as inflows continue. Key implications for traders: the inverse head-and-shoulders suggests a bullish breakout if ETH clears the $4,000–$4,400 neckline, but short-term downside risks remain (CME gap, macro trade concerns). Primary keywords: Ethereum, ETH price, inverse head-and-shoulders, neckline, staking, CME gap, institutional inflows.

The World Economic Forum (WEF) explicitly cited the Ripple protocol as a viable alternative settlement rail for banks, saying institutions could use Ripple for real-time payment and settlement without clearinghouses or correspondent banks. The WEF scenario frames traditional providers as gateways to non-traditional networks while Ripple acts as the central settlement infrastructure. The article notes Fidor Bank has already used Ripple for internal settlement and cites CIC Insurance/M-Pesa integration as an example of incumbents adopting alternative rails. On-chain and technical signals for XRP are presented as supportive: analysts on X forecast a bullish weekly MACD cross and chart patterns (falling wedge) pointing to potential upside — one target mentioned is $2.23. The combination of WEF recognition, real-world bank testing, and bullish technical indicators is framed as a constructive backdrop for increased institutional adoption and possible price appreciation for XRP.

A Bitcoin address created in the network’s early days has reactivated after roughly 13 years and transferred 909.38 BTC (about $85 million) to a fresh address. The wallet was originally funded in 2013 when BTC traded under $7, turning an initial ~$6,400 stake into a large holding today. On-chain analytics from Arkham Intelligence indicate the funds were moved to an anonymous address rather than to an exchange, suggesting a security-driven migration (e.g., updating address formats or addressing exposed public keys) rather than an immediate sell-off. The article notes a broader trend: wallets dormant for over a decade moved more than $50 billion in BTC since 2024, driven partly by concerns about future quantum-computing risks to older public keys. Despite occasional sell-offs from reactivated wallets, institutional inflows into Bitcoin products remain strong, with over $1.5 billion reported recently. Key keywords: Bitcoin whale, dormant wallet, 909 BTC, security migration, quantum risk, Arkham Intelligence.

House of Doge, the corporate arm of the Dogecoin Foundation, announced Such, a mobile payment app to enable Dogecoin (DOGE) commerce. Built on open-source Dogecoin technology, Such emphasizes self-custodial wallets, a real-time transaction feed, and merchant tools called "Hustles" to let individuals and small businesses list goods and accept Dogecoin with minimal setup. Development began in March 2025 with a 20-engineer team in Melbourne; a closed beta is planned ahead of a public launch in H1 2026. House of Doge recently agreed to merge with Nasdaq-listed Brag House Holdings and aims to go public after the transaction closes in early 2026. The website indicates a 1% transaction fee. Leadership quotes include CTO Timothy Stebbing on community side-hustles and CEO Marco Margiotta on positioning Dogecoin as a global decentralized currency. Despite the adoption push, DOGE price showed little reaction at about $0.1239, down ~4.1% over 24 hours. Key SEO keywords: Dogecoin, DOGE payment app, Such app, merchant adoption, self-custody, crypto payments.

Delaware Life Insurance Company has introduced a fixed indexed annuity that provides indirect exposure to Bitcoin by linking returns to BlackRock’s spot Bitcoin ETF, iShares Bitcoin Trust (IBIT). Announced in early 2025 and confirmed by Bloomberg ETF analyst Eric Balchunas, the product blends principal protection typical of fixed indexed annuities with upside tied to Bitcoin’s price movements via IBIT shares—avoiding direct custody or private-key management. The move follows the SEC’s January 2024 approval of spot Bitcoin ETFs and represents one of the first major insurance products to embed a spot BTC ETF. Key considerations for buyers include potential participation rates or caps on indexed gains, combined fees (insurance charges plus the ETF expense ratio), regulatory review by state insurance commissioners, and the long-term nature of annuities. The partnership with BlackRock adds institutional credibility and could pressure other insurers to offer similar crypto-linked products, widening regulated pathways for retirement-focused crypto exposure. This product targets retirement investors seeking growth potential from digital assets within a principal-protected, tax-advantaged contract.

Former Google executive and investor Eric Schmidt warned at Davos that Europe risks reliance on Chinese AI models unless it makes substantial investments in open-source AI labs, data centers and cheaper energy. Schmidt contrasted the US approach—dominated by closed-source models like Google Gemini and OpenAI’s ChatGPT—with China’s focus on open-weight and open-source systems. He argued Europe must fund its own models or face dependence on Chinese technology. High energy costs and a shortage of data-center capacity are major obstacles; Schmidt has launched a data-center company to address power needs. The article notes Europe’s leading AI startup, France’s Mistral AI, was valued at about $13.7 billion, far smaller than OpenAI’s valuation above $500 billion. Key keywords: Europe AI, Chinese AI models, open-source models, data centers, energy costs, Eric Schmidt.

Mastercard is reportedly considering an investment in crypto firm Zerohash after a potential takeover of the company ended without a deal. The discussions follow Zerohash’s collapse of a previously reported takeover process, prompting suitors to step back. Mastercard’s move signals growing interest from traditional payments firms in crypto custody and exchange infrastructure. Industry sources say the talks are exploratory; no firm terms or valuation have been disclosed. The development matters for traders because involvement from a major payments network could improve trust, liquidity and regulatory confidence for platforms tied to Zerohash. Primary keywords: Mastercard, Zerohash, crypto investment, custody. Secondary/semantic keywords: payments firm, takeover talks, exchange infrastructure, liquidity, regulatory confidence.

Chainlink has launched 24/5 U.S. Equities Streams: continuous, cryptographically signed on‑chain market data for U.S. stocks and ETFs that covers regular hours plus pre‑market, after‑hours and overnight sessions. Built on Chainlink’s decentralized oracle network and Data Standard, the service aggregates multiple data providers with cryptographic proofs, redundant sources and sub‑second low‑latency updates (reported ~99.9% uptime in tests). The feed delivers bid/ask sizes, mid and last traded prices, staleness indicators and market‑status flags across 40+ blockchains including Ethereum, Polygon and Arbitrum. Chainlink positions the product as data infrastructure (not an exchange) and says it engaged with regulators during development. Early integrations include Lighter, BitMEX, ApeX, HelloTrade, Decibel, Monaco, Opinion Labs and Orderly. Roadmap items include international equities, fixed income, deeper order‑book data and lower latency for high‑frequency use cases. For traders, the streams remove off‑hours pricing gaps and stale references, enabling always‑on DeFi use cases — synthetic equities, perpetuals and derivatives, prediction markets, dynamic lending/collateral valuation, structured products and vaults — and may accelerate tokenized equity products and RWA adoption. Key SEO keywords: Chainlink, on‑chain equities, 24/5 data streams, decentralized oracle, DeFi. Potential regulatory and compliance considerations for institutions and market makers remain relevant.

Ethereum fundamentals—daily smart-contract activity and transaction volume—are strengthening, prompting several analysts to project ETH could reach about $5,000. Traders seeking higher short-term returns are shifting attention to new token launches; Mutuum Finance (MUTM) has emerged as a highlighted presale opportunity. Mutuum’s presale has reportedly raised about $19.85 million with roughly 18,850 holders and is currently in Phase 7 at $0.04 per token (initial presale price was $0.01). Phase 8 is expected to price tokens at $0.045, with a planned public launch price of $0.06. The article presents example returns (e.g., $1,200 → $1,800 at launch; a hypothetical 400% post-launch surge to $6,000) to illustrate potential upside for early buyers. Mutuum markets on-chain yield mechanisms: a buy-and-distribute model where protocol fees buy back MUTM and distribute tokens as staking dividends, plus two lending products — Peer-to-Contract (P2C) pools offering approximately 7–10% APY for stable assets and Peer-to-Peer (P2P) lending with higher, negotiable APYs for volatile assets. The project cites a completed security audit, bug-bounty incentives, promotional giveaways (including a $100,000 giveaway mentioned earlier) and leaderboard bonuses as drivers of presale demand. The coverage includes a disclaimer that the piece is a press release and encourages due diligence. For traders: stronger ETH on-chain metrics support a bullish medium-term case for ETH, but the MUTM presale represents a speculative, high-risk, high-reward opportunity tied to token-launch mechanics, liquidity at listing, and marketing-driven demand.

The New York Stock Exchange (NYSE) announced the launch of blockchain-based tokenized markets for U.S. stocks and ETFs, a move that aims to bring parts of the roughly $80 trillion U.S. equity market on‑chain. The initiative supports continuous, 24/5 on‑chain market access and targets Real World Asset (RWA) use cases across exchanges, decentralized platforms and financial firms. Chainlink will supply 24/5 U.S. equities data streams and secure oracle services to power on‑chain pricing and settlement. Several trading platforms — including Lighter, BitMEX, ApeX, HelloTrade, Decibel, Monaco, Opinion Labs and Orderly Network — have adopted Chainlink’s feeds for perpetual RWA markets. Market reaction for Chainlink’s native token LINK has been muted: ETF inflows remain limited (about $66m cumulative net inflow, with roughly $64m tied to Grayscale’s GLKN) and the price is trading near $12 support amid a broad Bitcoin pullback, with potential downside toward $8.10 on heavy selling. The article notes geopolitical tensions (EU‑US) as a possible headwind. Disclaimer: this is not investment advice.

Ripple’s Managing Director for Middle East & Africa, Reece Merrick, explained at a Binance panel why Ripple builds its payment products on XRP and the XRP Ledger (XRPL). He emphasized XRP’s purpose-built design for payments: 2–3 second settlement, support for over 1,500 transactions per second, and very low fees. Merrick said these features reduce counterparty risk, improve liquidity and capital rotation, and enable both institutional-scale flows and individual microtransactions. Ripple’s enterprise pilots, including work with Santander, were cited as examples of XRP’s capacity to handle high-volume cross-border payments. Merrick framed XRP not as a speculative token but as payments infrastructure offering predictable finality, low costs and scalable performance — attributes Ripple views as superior to alternative tokens for enterprise use. (Disclaimer: informational only; not financial advice.)

HBAR has fallen sharply from July highs — down roughly 65% in the latest update — and recently tested a critical support near $0.1037. Technicals show a bearish descending triangle on the daily chart, with HBAR trading below its 50- and 100-day EMAs and the Supertrend, increasing the probability of a deeper drop toward about $0.085 if support breaks. The earlier report noted a 26% decline from August highs to $0.224 and highlighted a similar descending-triangle setup with resistance near $0.30 and a potential 55% downside to $0.10 if the pattern held. On-chain fundamentals have weakened between the two updates: Hedera’s DeFi total value locked (TVL) fell to roughly $61.5 million (down ~7.6% over 30 days and well below its prior peak above $205M), the lowest since Nov 2024. Stablecoin supply on Hedera also contracted — earlier figures showed a rise to $127M, but the later update reports a 16–17% decline over seven days to about $49M, leaving Hedera behind smaller chains like Sui, Base and Solana on this metric. Canary HBAR ETF flows have been modest (cumulative inflows ≈ $85M; net assets ≈ $57M), providing limited external support. The decline coincided with Hedera executives attending Davos, but ETF momentum remains weak. For traders: the combination of bearish technical structure (descending triangle, EMAs and Supertrend below price) and deteriorating on-chain liquidity (falling TVL and stablecoin supply), plus low ETF inflows, raises short-term downside risk and the possibility of increased volatility and weaker buy-side support in washouts. A decisive break above the triangle resistance near ~$0.30 (or reclaim of key EMAs) would invalidate the bearish case and reduce near-term downside risk.

Digitap (TAP) is positioning itself as a consumer-first omnibank focused on driving retail stablecoin distribution and everyday crypto-enabled payments. Its iOS/Android app hides crypto rails and routes transfers across bank and blockchain rails for efficiency. Digitap’s presale raised over $4 million within weeks, selling more than 191 million TAP at roughly $0.043–0.0454 during stages of the presale, with a confirmed listing price around $0.14. Tokenomics allocate 50% of platform revenue to open-market buybacks split between staking rewards and burns; presale staking promotions report high APYs for early buyers. The narrative presented contrasts this retail-focused approach with Ripple’s institutional payments angle: XRP remains a legacy cross-border settlement token but has shown weakening price action (recently trading lower from early-January peaks near $2.40 to about $1.90–$2.16 in earlier coverage), with low volume and lower highs suggesting continued bearish pressure unless key resistance (~$2.32) is reclaimed. For traders, Digitap’s fundraising and tokenomics make TAP a high-risk, high-upside speculative play on consumer payment adoption, while XRP’s near-term technicals look bearish until a trend reversal. Disclaimer: paid post; not investment advice.

Hedge fund founder Ray Dalio told CNBC at Davos that the global monetary order is “breaking down” as central banks and fiat holders change behavior toward currencies and debt. Dalio warned that both holders of fiat and those who need it are increasingly wary of one another, which could create systemic issues. He pointed out that gold was the standout market last year, outperforming tech, and suggested the metal’s surge reflects shifting trust in fiat. Dalio’s comments came amid geopolitical friction involving US tariffs and President Trump’s remarks about Greenland. The World Economic Forum gathering in Davos also drew crypto executives; Coinbase CEO Brian Armstrong said he would press world leaders and bankers on tokenization and crypto’s role in updating financial systems, and would discuss US digital-asset market-structure legislation. Key topics: central bank behavior, fiat currency confidence, gold’s strong performance, and policy risks affecting markets and crypto regulation.

Bitcoin dropped below $90,000 after a multi-day decline tied to escalating geopolitical trade tensions, sliding more than 3% and triggering over $580 million in liquidations in the past 24 hours, per CoinGlass. Nearly $150 million of those liquidations occurred within the last hour, with long positions in BTC and ETH accounting for the bulk of forced closures. Total crypto market capitalization fell roughly 3% to about $3.1 trillion (CoinGecko). Major altcoin moves included: ETH near $3,000, SOL at $127, XRP at $1.91, Monero down ~11% to $538 (off ~32% from its recent ATH near $800), and Hyperliquid down ~7% to ~$22. The selloff was driven by broader risk-off sentiment after trade-tension headlines, leading to concentrated long-liquidations and short-term volatility across the market.

Bitcoin (BTC) briefly fell below the psychological $90,000 level during a broad risk‑off market sell‑off that pushed equities and major crypto tokens lower. The rout produced sharp intraday volatility, higher trading volumes and accelerated liquidations of leveraged positions. Drivers cited by traders include broader macroeconomic worries, profit‑taking after recent gains, portfolio rebalancing by large holders, and cascading margin calls that triggered stop‑loss clusters around round numbers. Correlated declines were seen across large‑cap altcoins, liquidity thinned in some order books, and funding rates and open interest rose temporarily as positions were forced to close. For traders: expect elevated short‑term volatility, possible oversold bounces and continued downside risk if risk‑off pressures persist. Key trading signals to monitor are BTC price vs. $90k support, funding rates, open interest, liquidation levels and order‑book depth; tighten risk controls, manage position sizing and watch for short‑squeeze dynamics if capitulation appears.

Humans&, a human‑centric AI startup founded by ex‑Anthropic, xAI and Google engineers, closed a $480 million seed round at a $4.48 billion valuation three months after launch. Lead investors include Nvidia, Jeff Bezos (personal vehicle), SV Angel, Google Ventures and Emerson Collective. The 20‑person team features Andi Peng (Anthropic), Georges Harik (early Google), Eric Zelikman and Yuchen He (xAI), and Stanford’s Noah Goodman. The company aims to build an AI‑first collaboration platform — described as “an AI version of an instant messaging app” — focusing on multi‑agent systems, persistent memory, long‑horizon reinforcement learning and improved user understanding to augment human teamwork rather than automate it away. The raise signals strong investor appetite for application‑layer AI that enhances productivity and adoption in enterprises, positioning Humans& to compete with or evolve collaboration tools like Slack and Microsoft Teams by embedding AI natively. The unusually large seed round grants the startup late‑stage resources early and underscores investor conviction in human‑centric AI as a market opportunity. (Keywords: human-centric AI, collaboration platform, seed funding, Nvidia, Jeff Bezos, multi-agent AI)

Pi Network (PI) is under mounting selling pressure as over 4.6 million PI tokens unlock daily, adding roughly 139 million tokens to circulating supply over the next 30 days (source: PiScan). The influx has coincided with weak spot demand; PI trades around $0.187 and sits below key moving averages (7-day SMA $0.203, 30-day SMA $0.206), indicating a persistent bearish trend. Momentum indicators show the RSI (14) at 26.8 (oversold) and a negative MACD histogram, signaling intensifying bearish momentum rather than a reversal. PI recently broke the $0.192 support; analysts now highlight $0.162 as the next significant support level. Short-term rebounds are possible, but unless unlock volumes slow or new demand catalysts appear, the report forecasts sustained downward pressure and a likely retest of $0.162. The article also notes Outset PR’s data-driven communications work but emphasizes tokenomics and supply mechanics as the main price drivers. This update is relevant for traders monitoring increased supply shocks, support/resistance levels, and momentum indicators for trade sizing and risk management.

U.S. Treasury Secretary Scott Bessent announced the federal government will stop routinely auctioning law‑enforcement‑seized Bitcoin and will add confiscated BTC to a newly created Strategic Bitcoin Reserve (SBR). Established by a March 2025 executive order, the SBR treats Bitcoin as a long‑term strategic asset—akin to gold—and will grow mainly through asset forfeitures rather than market purchases. A complementary Digital Asset Stockpile for non‑BTC tokens (e.g., ETH, XRP, SOL) is planned, but implementation has been slower than expected due to interagency legal and custody issues. Bessent framed the change as part of an “onshore” crypto policy to make the U.S. a leading regulatory jurisdiction, emphasize pro‑innovation bipartisan lawmaking (including a federal stablecoin bill, the Genius Act), and shift away from an enforcement‑first approach that drove activity offshore. He did not commit to future government purchases of Bitcoin; under current law the reserve can expand primarily via seizures unless Congress authorizes acquisitions. Traders should note the policy reduces potential periodic BTC supply from U.S. forfeitures hitting the market, while leaving open limited long‑term demand or future policy changes that could affect BTC flows.

Trump Media & Technology Group announced a Feb. 2, 2026 snapshot to determine eligibility for a planned airdrop of DJT digital tokens to its shareholders. The company said shareholders of record at the close of business on that date will be eligible to participate in the blockchain-based token distribution tied to the DJT ticker. The announcement follows Trump Media’s broader move into blockchain and tokenization as part of its corporate strategy. No specific airdrop ratio, total token supply allocation, or distribution mechanics were disclosed in the notice, and regulatory approvals or tax implications were not detailed. The company directed shareholders to its official filings and communications for further details.

Bitcoin slid below $90,000 as US-listed crypto stocks and broader risk assets plunged following renewed market concern about a Trump-related trade-war escalation. Major crypto equities saw sharp losses, amplifying downside pressure on BTC despite little on-chain change. The move was driven by macro headlines that spooked risk-on positioning: trade-tension rhetoric raised fears of tariffs and supply disruptions, prompting investors to reduce exposure to high-beta assets including cryptocurrency and crypto-exposed stocks. Key market facts: Bitcoin breached the $90K support level; correlated crypto equities fell sharply; traders increased defensive positioning amid elevated macro volatility. For traders, the immediate takeaway is heightened correlation between macro headlines and crypto price action—expect larger intraday swings, thinner liquidity at key levels, and potential short-term downside until headlines stabilise. Watch BTC support/resistance around $85K–$95K, volume and funding rates for signals of capitulation or re-entry, and earnings or policy updates that could reset risk sentiment.

CyberScope Web3 Security Inc. (CYSC) has filed an SEC F-1/A to raise roughly $5 million in an IPO while reporting falling revenue, shrinking gross profit and declining margins despite operating in a rapidly expanding blockchain security market. Recent operating results show sales and marketing spending pared to near zero, negative cash flow, and revenue concentrated in a small base with apparent reliance on key personnel. The filing implies an IPO valuation exceeding 82x EV/Revenue on a shrinking top line, which the analyst describes as excessive and gives a sell/avoid recommendation for traders. Key points: declining revenue and margins, near-zero S&M spend, negative cash flow, small and concentrated revenue base, high valuation (~82x EV/Revenue), and talent/dependency risk. Primary keywords: CyberScope IPO, Web3 security, declining revenue. Secondary/semantic keywords: blockchain security market, valuation risk, negative cash flow, concentration risk.

One year after Donald Trump’s inauguration, the crypto market is broadly weaker despite early hopes that a ‘crypto-friendly’ administration would spur gains. CoinGecko price data (since Jan 20, 2025) shows Bitcoin (BTC) is down about 15% year‑over‑year, trading near $91,000 after peaking above $126,000 in October 2025. Ethereum (ETH) is down roughly 8%, near $3,100 after an August 2025 peak near $5,000. Major altcoins fared worse: XRP is down nearly 40% to just below $2.00, Solana (SOL) is down over 50% to about $129, and other large-caps have declined 50–60%. Mid-cap tokens fell 70–80% and small-cap/meme coins collapsed roughly 90%, according to analyst Ted Pillows. Market optimism following Trump’s November 2024 election—based on expectations of regulatory clarity and pro-crypto appointments like SEC Chair Paul Atkins—was undermined by macro and geopolitical factors. Tariff threats and trade policy volatility drove spikes in liquidations (about $871 million in one day after announced tariffs on European nations), weighing on market momentum. The coverage underscores that political support alone has not insulated crypto prices from broad market corrections and macro shocks.