Gross on-chain data from Glassnode shows Bitcoin long-term holders (LTHs) spent roughly 12,000+ BTC per day over the past 30 days — about 360,000–370,000 BTC total — far exceeding the ~144,000 BTC net LTH distribution commonly reported. The gap is explained by coin maturation: about 226,000 BTC matured from short-term holders (STHs) into LTHs during the same period, offsetting much of the gross outflow and producing the smaller net decline. This indicates net position-change metrics can materially understate actual selling by LTHs when coin maturation rates are high. The activity occurred amid a broader market sell-off that briefly pushed BTC toward $81,000 (a two‑to‑three month low) and coincided with an “extreme fear” reading (16) on the Crypto Fear & Greed Index. Additional Glassnode metrics show the 90‑day SMA Realized Profit/Loss Ratio fell from 19 in July 2025 to 1.7 today, signalling weakening demand and rising investor frustration. Key takeaways for traders: gross spent volume reveals substantially more supply pressure than net metrics imply; high coin maturation can mask active distribution; monitor gross flows, maturation rates and realized P/L indicators alongside price action and sentiment for better trade timing.
Anthropic has expanded its Cowork platform with agentic plugins that convert Claude from a coding assistant into an enterprise automation tool for non-technical teams. Launched in October 2025 as a research preview, Anthropic open-sourced 11 internal plugin templates and allows companies to build, edit and share department-specific workflows for marketing, legal, sales and customer support. The plugins enable context-aware decision-making inside defined guardrails, handling tasks such as marketing content generation, contract review (reporting ~40% faster review times in internal tests), and personalized customer responses. Anthropic emphasizes low technical barriers, local storage of plugin files for data security, and adherence to Claude’s constitutional safety principles. Adoption is rising among paying Claude customers; Anthropic plans organization-wide sharing tools and deeper integrations in future releases. For traders, the development signals growing enterprise demand for AI automation platforms, potential acceleration of AI-related infrastructure spend, and competitive pressure across cloud and AI vendors.
Proof-of-reserves (PoR) demonstrates that an exchange controls certain on‑chain assets at a point in time, typically via published wallet addresses and Merkle‑tree inclusion proofs. However, PoR alone does not prove solvency, liquidity or good governance. Key limitations: (1) PoR is usually a point‑in‑time snapshot and can miss past or subsequent outflows; (2) liabilities are often incomplete or excluded (loans, derivatives, margin, off‑chain obligations); (3) assets may be encumbered, pledged, or lent out and thus unavailable during runs; (4) valuation and liquidity risk can prevent rapid, large‑scale liquidation; and (5) many PoR engagements are agreed‑upon procedures rather than full audits, so they do not provide assurance opinions. Traders should therefore treat PoR as a transparency tool, not a safety certificate. A stronger trust stack combines PoR with full liability proofs (e.g., Merkle or zero‑knowledge liability attestations), ongoing control‑focused assurance (SOC/SOC‑type reports), clear disclosures on encumbrances and liquidity, and robust governance and custody frameworks. For trading decisions, verify whether Liabilities are included, scope excludes margin or yield products, reports are recurring, reserves are unencumbered, and the engagement type is audit‑level. PoR improves visibility but, without solvency, liquidity and control assurances, exchanges can still face withdrawal halts or crises.
Neutral
proof-of-reservesexchange solvencycrypto custodyliquidity riskaudit vs AUP
Bitcoin plunged below the key $82,000 support level, trading around $81,956 on Binance USDT perpetual futures after a sudden sell-off. The breakdown marked a technical shift from bullish consolidation to short-term caution; trading volumes spiked on major exchanges, indicating strong selling pressure and leverage unwinds. Immediate support levels to watch are $80,000 and $78,500 (near the 50-day MA). Contributing factors cited include stronger-than-expected U.S. retail sales supporting higher interest-rate expectations, notable BTC transfers from dormant wallets to exchanges, and a normalization of overly positive funding rates. Options volatility (DVOL) and correlated declines in major altcoins like ETH and SOL confirmed a broad market correction. On-chain and institutional metrics remain mixed-to-constructive: ETF net inflows have slowed but not reversed, hash rate and active addresses stay high, and long-term indicators (MVRV Z-Score, Hash Ribbons) point to a macro uptrend. Traders should monitor whether BTC reclaims $82,000, exchange flows, ETF flows, and leverage/funding dynamics to gauge whether this is a temporary correction or a longer consolidation. Keywords: Bitcoin, BTC price drop, $82,000 support, leverage unwind, on-chain flows, spot Bitcoin ETF.
Otters, a Telegram Mini App built on the TON blockchain, has rolled out a gamified Web3 onboarding platform that aims to simplify crypto adoption inside Telegram. The app replaces complex onboarding flows with familiar mechanics — daily rewards, short farming cycles, Spin-and-Earn mini-games, referrals, and leaderboards — and has attracted tens of thousands of organic users since launch. Key features include the TON Badge, an on-chain verification unlocked via a small TON transaction that enables trusted peer-to-peer Quick Share transfers, and an in-app NFT Collection Store that lets users mint official NFTs directly on TON without leaving Telegram. Otters already supports TON wallet connections, on-chain transactions and modular reward systems. Planned updates include a $OTR token generation event, a claiming system, broader exchange listings, strategic partnerships, and a v2 rebuild focused on performance and social mechanics. The team is engaging investors to scale liquidity and distribution ahead of the token launch. The release is presented as a sponsored press statement and not investment advice.
Neutral
Telegram Mini AppTONWeb3 onboardingNFT mintingGamification
Bitcoin’s supply classified as “lost” is trending lower as dormant BTC are reclassified as active and moved on-chain. On-chain researcher Joao Wedson of Alphractal attributes the decline to a mix of structural catalysts—such as ETF-related activity and a psychological $100,000 price threshold—but says the main driver is economic incentives: higher BTC prices make recovery and consolidation of old wallets, exchange cold wallets, forgotten backups, multisigs and estates worthwhile. Exchange custody restructurings, UTXO consolidation and address migrations have freed coins previously thought unrecoverable. Concurrently, long-term holders (OG whales) and institutions have shifted into distribution, selling into rallies while large holders build low-leverage long positions; most retail high-leverage longs were liquidated earlier. The net effect increases the effective circulating supply, which can alter scarcity assumptions used in long-term pricing models. Traders should monitor on-chain lost-coins metrics, ETF flows, whale distribution behavior and leverage levels, as the return of formerly lost BTC could weigh on scarcity-driven bullish narratives in the medium term while signaling active redistribution rather than systemic collapse.
Shiba Inu lead ambassador Shytoshi Kusama ended weeks of limited public activity by announcing a two-hour, “ultra important” discussion scheduled for Sunday about SHIB’s future. His return follows a difficult period for the Shiba Inu ecosystem, including the September 2025 Shibarium hack that caused user losses and raised concerns about project direction and security. Kusama, who has largely remained silent since early December, told community members that his silence was strategic and signposted a methodical approach to fixes (“One bandage. Take off. Fix. Put on.”). Community voices demanded greater transparency; one X user, Ruggrat, explicitly called for steady leadership, clarity and accountability. Kusama’s appearance this weekend will be watched for recovery plans, security measures, leadership clarity and any technical or governance updates that could affect SHIB’s roadmap and market confidence.
A massive wave of leveraged liquidations erased hundreds of billions in value and knocked Bitcoin (BTC) out of the world’s top 10 investable assets by market capitalization. BTC fell to about $83,000, reducing its market cap to roughly $1.65 trillion and placing it 11th globally—behind Saudi Aramco and TSMC—after peaking near $2.5 trillion in October when prices briefly topped $126,000. The recent sell-off included approximately $1.6 billion in long liquidations as price plunged from near $90,000 to below $82,000. The move has raised concerns of a possible early-stage bear market for Bitcoin. The sell-off occurred amid macro uncertainty, including speculation (now confirmed) that Kevin Warsh may replace Jerome Powell as Federal Reserve chair—an appointment that still requires Senate confirmation. Bitcoin has underperformed both equities and gold despite a weaker US dollar and a record rally in gold, which has seen surging futures activity. Market-maker Wintermute warned that 2025 could break Bitcoin’s typical four-year cycle, arguing that a lasting crypto recovery likely depends on structural inflows such as expanded ETF mandates and corporate digital-asset treasury activity rather than short-term price swings. Key stats: BTC price ≈ $83,000; market cap ≈ $1.65T (ranked #11); peak market cap ≈ $2.5T (Oct); long liquidations ≈ $1.6B.
Crypto markets saw mixed but constructive trading as AI-linked tokens, regulatory developments and mining dynamics drove sector rotation. Early-stage banking token Digitap ($TAP) led gains after its presale price rose from $0.0125 to $0.0454 (≈+263%). The confirmed launch price is set at $0.14, implying ~200% further upside from current levels. Digitap positions $TAP as a payments and banking utility token with a 2 billion fixed supply, zero buy-sell taxes, profit-driven buyback-and-burn (50% of profits) and 50% allocated to staking rewards. A recent integration with Solana and support for USDT/USDC/SOL across Polygon and Solana was highlighted as a catalyst to improve speed, fees and multichain access. Broader market drivers included renewed US regulatory talks on crypto market structure, renewed interest in AI/blockchain identity projects (Worldcoin-related reporting), and firmer sentiment in Bitcoin mining after winter weather reduced some US hashrate. Traders rotated capital away from fully priced large-caps toward early-stage utility presales and payment/identity infrastructure tokens. The article is a paid press release and not trading advice.
TRON (TRX) has weakened since January 23 after bullish momentum stalled at $0.31 and price dropped below key moving averages. The break under the 50-day SMA signals bearish pressure; short-term charts show the 21-day SMA below the 50-day SMA and 4-hour candles trading beneath declining moving averages. TRX was quoted at $0.289, with a likely revisit of the prior low at $0.276. Immediate support sits around $0.285–$0.29; key resistance zones are $0.40, $0.45 and $0.50 while downside supports noted at $0.20, $0.15 and $0.10. Technical indicators and bearish signals suggest continued selling pressure unless price reclaims and sustains above the 50-day SMA. This is an analytical opinion, not investment advice.
BlockDAG (BDAG) closed a presale of roughly $451–$452 million with over 312,000 participants and plans a multi-exchange public listing targeted for February 16. The project confirmed listings on 20+ exchanges including MEXC, BitMart, LBank and Coinstore, with additional Tier-1 and US-regulated exchange integrations planned post-launch to deepen liquidity. Despite an official reference listing price of $0.05, market makers and liquidity providers model a materially higher opening trading range of about $0.30–$0.43 based on a constrained circulating supply and strong buy-side demand. Analysts highlight structural advantages: large capital reserves from the presale for liquidity provisioning and marketing across 130+ countries, a Live Mining mobile app and mining-like rewards that may retain tokens and reduce immediate sell pressure, and a hybrid DAG + Proof-of-Work, EVM-compatible architecture that the team says supports >10,000 TPS plus hardware and payment-card products. The team also cites a global branding deal with the BWT Alpine F1 Team. Traders should expect significant volatility at listing — including the possibility of a rapid ‘price discovery’ rally (600–800% upside noted by some desks) followed by sharp corrections. Risks: price projections stem from market makers and sponsored coverage; actual float, exchange distribution, market maker behavior and post-listing sell pressure will determine short-term moves. Not financial advice — perform your own due diligence before trading.
Bullish
BlockDAGPresaleExchange listingsMarket makersLayer-1 / DAG
BlockDAG (BDAG) has opened a final presale tranche of 1.25 billion tokens priced at $0.0005 aimed at retail investors as the project closes its presale phase and prepares for public trading. The team reports roughly 312,000 individual holders, about 4 million active users of its X1 Mobile Miner app, and approximately $451 million raised from individual backers. The presale deadline was set for January 29 and a public listing is scheduled for February 16 at a confirmed listing price of $0.05 — a 100x gap from the $0.0005 presale price. Organizers say the final allocation is meant to favour retail wallets and limit institutional concentration ahead of market entry. Project infrastructure claims include a live hybrid DAG/PoW network, Ethereum compatibility, developer SDKs, no-code deployment, and mobile/hardware mining. The announcement is paid promotional content and not investment advice.
Bullish
BlockDAGtoken presaleretail launchmobile mininglisting date
El Salvador purchased 9,298 ounces of gold to add to its national reserves after recent price weakness. The buy increases the country’s official gold holdings and forms part of its ongoing strategy to diversify reserves beyond the US dollar and bitcoin. The purchase was framed as taking advantage of a dip in gold prices; no exact purchase price or total post-purchase reserve level was disclosed in the report. The move underscores El Salvador’s continued active management of reserve assets and reflects one element of broader reserve diversification policies that have included acquisitions of bitcoin in prior years. Traders should note the sovereign-sized buy is modest relative to global central-bank purchases but signals a preference for tangible assets and reserve diversification by a crypto-forward government.
Neutral
El SalvadorGold purchaseReserve diversificationSovereign reservesMarket strategy
The Alpha Analyst downgrades NEOS Bitcoin High Income ETF (BTCI) to Hold after a recent Bitcoin correction weakened the ETF’s core use case. BTCI uses a light covered-call overlay that can capture upside rallies but provides limited drawdown protection and only marginal income in flat markets. Its value proposition is strongest near Bitcoin market highs; following recent declines the analyst prefers direct Bitcoin exposure via spot ETFs like IBIT or simply holding BTC. Future returns for BTCI depend on a renewed bullish thesis for Bitcoin; given current price action and risk-reward, allocating to spot Bitcoin ETFs or holding BTC directly is recommended over BTCI for most traders. Key keywords: BTCI, NEOS Bitcoin High Income ETF, covered calls, Bitcoin correction, IBIT, spot Bitcoin ETF.
Bearish
BTCINEOS Bitcoin High Income ETFcovered callsspot Bitcoin ETFBitcoin correction
This week’s crypto regulation roundup covers two headline developments: former President Donald Trump announced his selection for a Federal Reserve Board nominee, and the U.S. Securities and Exchange Commission issued fresh guidance and warnings around tokenization and asset-linked tokens. The Fed nomination is politically significant for broader macro policy and could affect interest-rate expectations that influence crypto risk appetite. The SEC’s statements emphasize potential securities-law exposure for tokenized assets, stressing issuer responsibilities, disclosure requirements and the risk of unregistered offerings. The combined news underscores heightened regulatory scrutiny in the U.S. as authorities signal tougher oversight of tokenization projects while macro policy direction remains politically sensitive. Traders should watch for volatility tied to rate-expectation moves and enforcement actions or clarifications from the SEC affecting tokenized asset listings, issuance mechanics and custodial practices. Key keywords: crypto regulation, SEC tokenization guidance, Fed nominee, interest rates, tokenized assets.
President Trump nominated former Fed governor Kevin Warsh to be Federal Reserve chair and publicly asserted Warsh would cut interest rates without needing White House pressure. Warsh, a 2006–2011 Fed governor who took part in crisis-era decisions and later worked in the private sector, is seen by markets as experienced but has previously called for changes at the Fed and signaled openness to earlier rate cuts. The nomination intensifies scrutiny about Fed independence after recent political pressure and a DOJ subpoena related to a Fed building renovation. Markets showed modest moves in Treasuries and equities after the announcement as traders continued to price in only limited rate cuts this year. Analysts stress that any chair must build FOMC consensus and that policy remains data-dependent, but the pick increases the likelihood of political debate during confirmation hearings and keeps traders focused on incoming inflation, employment reports, Fed communications, and Treasury yields for signals of potential monetary easing that could affect crypto liquidity and risk sentiment.
Neutral
Federal ReserveInterest RatesMonetary PolicyKevin WarshMarket Reaction
Bitcoin and broader cryptocurrency markets have returned to a risk-off state reminiscent of late 2025 as political and monetary-policy uncertainty mounts. Comments and actions from former President Trump — including repeated public calls for immediate rate cuts, criticism of Fed leadership, and signals he may intervene in Fed independence — have stirred debate and contributed to U.S. bond sell-offs. Federal Reserve officials, meanwhile, signal rates will likely remain unchanged for the near term, keeping policy tight. Traders report growing bearish momentum: analysts warn Bitcoin (BTC) may be in a new bear phase, with technical commentary suggesting a potential breakdown below key price levels (notably $81,000) if weekend low-volume selling accelerates. Market participants are watching the ETF average-cost area (~$82,600) and a persistently negative Coinbase premium as signs that institutional buying remains muted. Short-term outlook: elevated downside risk and volatility, especially over low-volume periods. Medium-to-long term: outcomes hinge on Fed leadership changes, interest-rate path, and whether institutional flows return to ETFs and spot markets.
Visa and Mastercard told investors they see limited product-market fit for stablecoins in everyday consumer payments in digitally developed markets. Visa CEO Ryan McInerny said U.S. consumers already have easy digital-dollar payment options (checking/savings), reducing demand for stablecoin use-cases. Mastercard CEO Michael Miebach took a more open stance—calling the company “leaning in” to stablecoins and blockchain infrastructure and citing partnerships with MetaMask, Ripple and Gemini—yet both executives emphasised that most current crypto activity is trading and speculation rather than consumer payments. Both firms are experimenting with blockchain: Visa with USDC settlement pilots and Mastercard with on-chain identity and settlement tools, but neither views crypto as an immediate threat or core opportunity. On-chain volumes are large: Glassnode data showed bitcoin settled over $25 trillion in 2025, exceeding Visa ($17T) and Mastercard ($11T) combined, though much of that volume reflects institutional and high-frequency transfers. Separately, SoFi is pushing crypto integration, reporting ~63,000 active crypto accounts in Q4 2025 and positioning crypto as part of its strategy to combine blockchain innovation with bank-grade security. Key names: Visa (Ryan McInerny), Mastercard (Michael Miebach), SoFi (Anthony Noto). Keywords: stablecoins, payments, Visa, Mastercard, crypto settlement, USDC, on-chain volume.
Cryptocurrency markets plunged after traders repriced expectations for US monetary policy. Bitcoin fell to around $81K (lowest since April 2025) and Ethereum slid to about $2.7K as the total crypto market cap lost roughly $180 billion. Significant outflows from spot ETFs — ~$817.8M from Bitcoin ETFs and ~$155.7M from Ethereum ETFs — coincided with a move higher in US Treasury yields and equities selling off. The catalyst was renewed uncertainty over the Federal Reserve’s leadership after President Trump nominated Kevin Warsh to replace Jerome Powell; markets reacted to the possibility of a tighter or unclear policy path. Short-term trading cues: watch whether $81K BTC holds, monitor ETF flows, and track changes in leverage and volatility. Other itemized news: MegaETH plans an Ethereum L2 mainnet launch on Feb 9 after high-throughput stress tests; OpenAI released Prism for research drafting with ChatGPT 5.2; 21Shares launched a Jito-staked SOL ETP in Europe; Talos raised $45M in Series B extension. Primary keywords: crypto market, Fed uncertainty, ETF outflows, Bitcoin price, Ethereum price. Secondary/semantic keywords: Treasury yields, risk-off, volatility, monetary policy, layer-2 launch.
Dogecoin (DOGE) is stabilizing near the $0.11 swing low after a sharp sell-off that followed rejection at $0.12. Price lost the point of control and value area low, accelerating downside momentum before wicking below the $0.11 support — a classic swing failure pattern (SFP) and liquidity sweep. Candle closes holding above $0.11 suggest demand absorption and increase the probability of a short-term relief bounce back toward $0.12 resistance. Confirmation would require expanding bullish volume and a sustained close above $0.12 to shift market structure; otherwise any rally should be treated as corrective within a still-cautious broader trend. Traders should watch $0.11 as the invalidation level and monitor volume and candle closes for confirmation of the SFP-driven bounce.
Neutral
DogecoinSwing failure patternTechnical analysisShort-term bounceSupport and resistance
XRP fell sharply on January 30, trading around $1.75 after losing key support at $1.86–$1.87 and reacting to rising macroeconomic uncertainty. The move followed the Federal Reserve’s decision to hold interest rates at 3.5–3.75%, and investor concern about delayed US economic data — notably the Personal Consumption Expenditures (PCE) inflation gauge — which remains a month behind until April due to earlier government shutdowns. The combined October–November PCE showed core inflation at 2.8% year‑over‑year and 0.2% month‑over‑month. Near‑term technicals are bearish: a daily close below $1.80 could open a drop toward $1.60–$1.50, while a recovery requires a daily close above $1.83. Ongoing political risks, including the potential expiry of the current funding resolution on January 30 and renewed shutdown risk, may further disrupt economic data and fuel volatility. Traders should expect elevated XRP volatility in the near term, with price direction tied to macro updates and political developments.
Coinbase CEO Brian Armstrong was reportedly rebuffed by top U.S. bank chiefs at the World Economic Forum in Davos while lobbying against the Senate’s CLARITY Act. Sources told the Wall Street Journal that executives including JPMorgan’s Jamie Dimon, Bank of America’s Brian Moynihan, Wells Fargo’s Charlie Scharf and Citigroup’s Jane Fraser either dismissed Armstrong or gave him minimal time. Armstrong has said Coinbase cannot support the bill as written, arguing that traditional banks are pushing to curtail “stablecoin rewards” — recurring, interest-like payouts (up to about 3.5% in some cases) on tokens such as USDC. Banks contend those rewards could drain deposits and threaten deposit-funded lending models; Armstrong calls for competition instead. The CLARITY Act could determine which institutions can offer stablecoin products and under what rules, potentially reshaping the competitive landscape between crypto platforms and traditional banks. Despite the confrontation, Coinbase maintains partnerships with major banks, underscoring that the dispute centers on regulatory terms rather than a complete industry split. No formal comments were received from the firms named.
Outset PR’s Outset Data Pulse reports U.S. crypto-native news sites saw a 33% drop in traffic between October and December 2025 after Bitcoin’s volatility faded. Total visits to U.S. crypto-native media fell from ~148 million in Q3 to 106 million in Q4 (a 28% quarter-on-quarter decline); monthly visits peaked near 44 million in October when Bitcoin briefly rose above $126,000, then fell to 33 million in November and 29 million in December as BTC traded sideways. Direct traffic remained most resilient (~44% of traffic). Social referrals were heavily concentrated on X (~71% of social traffic), with Reddit (~9.5%) and YouTube (~9.3%) trailing. AI-driven referrals have grown markedly, representing about 25.6% of referral visits on average, though distribution is uneven—most publishers receive little AI traffic while a few capture large shares. Outset PR finds the decline was driven primarily by subdued Bitcoin price movement rather than regulation or platform bans, underscoring that crypto media engagement remains tightly linked to market volatility. For traders: reduced crypto media attention during low-volatility periods can mean fewer retail-driven flows and lower reaction to news; dominant publishers with direct audiences or AI optimization may retain influence on sentiment and order flow.
Neutral
crypto media trafficBitcoin volatilityAI referralssocial discoverydirect traffic resilience
SPDR Gold Trust (GLD) surged with spot gold in January 2026, climbing about 16% for GLD as gold briefly topped $5,600/oz and GLD hit an intraday high near $509.7 on Jan. 29. The rally was driven by safe-haven demand amid geopolitical and economic uncertainty, expectations of Fed easing later in 2026, U.S. dollar weakness, and strong central-bank buying. After a blow-off move above a rising channel, gold experienced extreme volatility — an intraday plunge of roughly 12% — and GLD traded in an 8.8% intraday range before settling below $500. Technicals show short-to-medium-term bullish trend remains intact, but momentum indicators signal overbought conditions: the 14-day RSI spiked to ~95 and shorter timeframes moved into oversold during the washout. MACD remains positive but may show waning momentum if price growth stalls. Key levels: resistance near $500–$510 (psychological and intraday peak), immediate support around $494 (volume shelf/closing area), and stronger support in the mid-$450s (previous resistance turned support). For traders: expect a probable short-term pullback or consolidation to work off extreme RSI readings; a decisive break above $510 would resume the uptrend toward higher GLD/gold targets, while a drop under mid-$450s would weaken the bullish thesis. Monitor Fed signals, USD moves, central-bank purchases, and intraday volatility for trade entries and risk management.
Gold fell roughly 7% to $4,975 per ounce (intraday low $4,941.79) after a sharp U.S. dollar rebound triggered by President Trump signalling his nominee for Federal Reserve Chair, with former Fed governor Kevin Warsh reported as the leading candidate. Spot gold briefly dropped as much as 7.5%; U.S. futures also declined over 7%. The dollar’s strength made gold more expensive for overseas buyers and prompted profit-taking after a January rally that saw gold surge about 16% and a record high of $5,594.82. The sell-off extended to other precious metals: silver plunged about 25% from record highs. Analysts described the move as liquidity-driven profit-taking amid policy-uncertainty; UBS called it consolidation after a powerful rally, while some strategists warned extreme moves could mark durable peaks. Physical demand remains mixed—premiums rose in India and China—while forecasts remain varied, with some analysts still projecting 2026 averages above $5,300. Key points for traders: sharp intraday volatility, correlation with dollar and Fed leadership news, potential short-term continuation of liquidation, but underlying bullish monthly momentum remains from January’s large gains.
ZKP, a zero-knowledge proof-focused cryptocurrency, has drawn attention due to a high token distribution rate — about 190 million ZKP tokens available daily — fueling trading interest despite weakening prices in other protocols. The article contrasts ZKP’s large daily token issuance and rising market focus with recent price underperformance in Cardano (ADA) and Celestia (TIA). ADA and Celestia have shown downward price pressure amid broader market movements and project-specific developments, while ZKP’s tokenomics and distribution schedule have created notable on-chain activity and liquidity opportunities for traders. Key details: ZKP distribution ~190M tokens/day; ADA and Celestia prices are falling; heightened trading volume and on-chain transfers tied to ZKP supply dynamics. Traders should watch short-term volatility from heavy token issuance and potential dilution, while also monitoring whether demand (staking, utility or exchange listings) absorbs new supply. Primary keywords: ZKP, token issuance, ADA, Celestia, crypto trading. Secondary/semantic keywords: tokenomics, distribution rate, price pressure, on-chain activity, liquidity.
Nubank has received conditional approval from the U.S. Office of the Comptroller of the Currency (OCC) to organize a U.S. national bank, allowing the fintech to enter the bank formation phase. The authorization permits Nubank to pursue deposits, lending, credit cards and digital-asset custody in the United States but is contingent on meeting OCC conditions, obtaining FDIC deposit insurance and securing Federal Reserve clearance. Regulators require full capitalization within 12 months and bank opening within 18 months. The planned U.S. bank will be led by co-founder Cristina Junqueira, with former Central Bank of Brazil president Roberto Campos Neto as board chair. Nubank — founded in 2013 and listed on the NYSE — serves over 127 million customers across Latin America. The company entered crypto services via a 2022 Paxos partnership, has expanded token trading to around 20 tokens and explored stablecoin-linked card payments. This move follows a broader industry trend of fintech and crypto firms seeking U.S. banking charters (e.g., Circle, Ripple, BitGo, Fidelity, Paxos, Revolut), reflecting growing regulatory alignment between traditional banking and crypto custody. For traders: conditional OCC approval increases Nubank’s pathway to offer U.S. on‑ and off‑ramps, custody and payment rails for crypto, which could raise institutional interoperability and liquidity over time if final approvals are secured.
Neutral
NubankUS national bank chartercrypto custodyOCC approvalfintech expansion
Analyst Austin says XRP may be setting up a clear bullish breakout after recent volatility. XRP fell from $1.83 (Jan 29) to $1.75 (Jan 30), causing about $70 million in long liquidations. Austin’s weekly TradingView chart highlights a descending trendline with crucial support near $1.80. If XRP holds above $1.80 and breaks the descending trendline, the asset could shift from consolidation into stronger upward momentum. Current intraday price was near $1.75 at the time of reporting. Longer-range 2026 projections cited in the article place XRP between $3 and $8 by year-end, underlining significant upside from current levels. The analyst warns bearish traders could be forced to cover shorts if technical confirmation occurs, creating asymmetric risk-reward for bulls. This setup stresses the importance of the $1.80 support level, trendline dynamics, and liquidity — key technical factors traders should monitor for potential breakout trades. Disclaimer: not financial advice.
Ethereum co-founder Vitalik Buterin transferred 44,700 ETH (roughly $44–45M at the time) from long-term holdings, framing the move as a deliberate, measured withdrawal to fund open-source development, grants and ecosystem projects under a policy of “mild austerity.” The action is described as ecosystem stewardship rather than a personal sell-off: funds will support projects across finance, communications, governance, operating systems, secure hardware, biotech and privacy tools, and may include decentralized staking to generate recurring funding. The Ethereum Foundation is also entering a period of tighter spending while prioritizing decentralization, privacy and self-sovereignty over corporate adoption. For traders: the withdrawal increases ETH liquidity in private wallets or multisigs but does not necessarily signal immediate selling. However, any future transfers of this ETH to exchanges could exert short-term downward pressure on ETH prices. Key SEO keywords: Vitalik Buterin, ETH withdrawal, Ethereum Foundation, development funding, ecosystem grants, decentralization, staking.