Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Binance will convert the $1 billion stablecoin holdings in its Secure Asset Fund for Users (SAFU) into Bitcoin (BTC), completing the swap within 30 days. The exchange will phase purchases to limit market disruption and will monitor the fund’s BTC value: if price moves cause the reserve to fall below $800 million, Binance will top up the fund in BTC to restore it to $1 billion. Binance describes the change as a long-term, price-agnostic commitment to Bitcoin as a core reserve asset and part of ongoing support for the crypto ecosystem. The move reduces stablecoin liquidity in Binance’s SAFU and creates predictable institutional buy-side demand for BTC; execution is gradual to minimize market impact. The announcement is presented as market information, not investment advice.

Over a 24-hour period, roughly $1.6–1.7 billion in leveraged crypto positions were liquidated as bitcoin plunged toward ~$81,000, triggering a mass unwind of long exposure. Data sources reported between $584 million and $1.68 billion in total liquidations depending on timing and provider; the later, larger reports (Coinglass) show about $1.68B wiped out and roughly 267,370 traders forced out. Longs accounted for the vast majority of losses (≈87%–93%), signalling a leverage-driven reset rather than a fresh shift in fundamentals. BTC and ETH led the pain — combined liquidations ranged from ~$363M (earlier data) to over $1.19B in later tallies (≈$780M BTC, $414M ETH). Major single liquidations included an $80.57M BTC‑USDT position on HTX and earlier-reported $11.58M on Binance. Perpetuals-focused venues concentrated most damage: Hyperliquid (reported $598M–$0.598B with >94% longs), Bybit (~$339M–$339M) and Binance (~$181M–$181M) together accounted for the bulk of forced exits. Altcoins such as SOL, XRP and DOGE also registered sizeable liquidations. Price action resembled a liquidity sweep — brief push below intraday support that triggered cascading stops and forced deleveraging before prices stabilised. Analysts say the move cleared speculative excess, reset funding rates and open interest, and removed weak hands, but it did not necessarily mark a market bottom. For traders: expect elevated short-term volatility and downside skew until leverage falls and spot-led demand returns; monitor funding rates, open interest and exchange-concentrated perps exposure; apply tighter risk management and conservative position sizing in thin, holiday-like liquidity conditions.

Kevin Warsh, a former Federal Reserve governor, has surged to the top of betting markets as the likely nominee to replace Jerome Powell after President Trump hinted his pick would be a familiar financial figure. Polymarket and Kalshi showed Warsh’s implied probability jump from under 40% to about 92% within a day. Treasury adviser Scott Bessent reportedly narrowed a shortlist to four finalists — Kevin Warsh, Christopher Waller, Rick Rieder and Kevin Hassett — and Trump is expected to announce his nominee on January 30, 2026; Powell’s term ends in May 2026. The rapid move in prediction markets followed public signals from Trump and media reports that keep the shortlist fluid (Trump later invited Rieder for an interview). Traders and prediction markets have actively repositioned around Warsh’s odds, treating his prior Fed experience and perceived low-rate–friendly (dovish) stance as supportive of looser financial conditions. For crypto traders: the market-implied 92% Fed chair probability, the imminent formal announcement, and the composition of the four-person shortlist are the key variables to watch — they can quickly shift risk-on/risk-off flows, stablecoin demand, and correlation between crypto and rate-sensitive assets.

U.S. spot Ethereum (ETH) exchange-traded funds recorded a net outflow of $178 million on Jan. 29, 2025, according to TraderT. The largest contributors were Fidelity’s FETH ($59.19m) and BlackRock’s ETHA ($55.22m); Grayscale’s ETHE and its Mini Ethereum Trust accounted for $26.49m and $21.92m of the outflows respectively. This follows an earlier single-day reversal on Jan. 27 that saw a $63.85m outflow concentrated in BlackRock’s ETHA and Grayscale products, indicating a pattern of episodic withdrawals since U.S. spot ETH ETFs launched in late 2024. Analysts attribute the Jan. 29 move primarily to short-term, sentiment-driven rebalancing — profit-taking, rotation between crypto products, options expiries and macro factors such as interest-rate expectations — rather than a single material event. Technical drivers (creation/redemption mechanics, arbitrage, fee differentials and authorized-participant activity) can amplify ETF flow effects on spot ETH liquidity and price. Short-term impact: modest reduction in ETF AUM and potential transient sell pressure on spot ETH. Longer-term significance depends on whether outflows persist, NAV premium/discount behavior, continued institutional adoption, and Ethereum network developments. Traders should monitor daily ETF flow reports, NAV spreads, authorized-participant creations/redemptions, on-chain exchange balances and upcoming macro or protocol catalysts to distinguish tactical rebalancing from a broader sentiment shift.

Bitcoin (BTC) surged past $83,000 in March 2025, setting a new all‑time high near $83,011 on Binance USDT. The rally continued momentum from late 2024 and early 2025 and is supported by rising trading volumes, increased on‑chain activity, record network hash rate, and marked institutional inflows—particularly via spot Bitcoin ETFs and custody services. Contributing macro and structural factors include clearer regulation in major jurisdictions, post‑halving supply dynamics from 2024, and growing adoption by payment networks and Layer‑2 upgrades. On‑chain and derivatives metrics cited by analysts include exchange net flows (withdrawals to custody), long‑term holder accumulation, rising open interest with neutral funding rates, and short‑term holder cost basis near recent support levels. Traders should watch volume confirmation, exchange netflows, ETF and institutional flows, miner hash rate, funding rates, and technical indicators (support ~ $88k in earlier reporting; short‑term on‑chain cost basis near ~$85k in other data) to confirm momentum and manage risk. Risks remain: regulatory actions, macro shifts, exchange security incidents, and equity‑market correlation could trigger volatile pullbacks. Overall, the breakout is a bullish signal likely to attract further inflows and algorithmic buying, but traders should size positions prudently and monitor on‑chain and market indicators for confirmation.

Donald Trump has effectively named Kevin Warsh as his choice to chair the Federal Reserve. Warsh, a former Morgan Stanley executive and White House economic aide, became the youngest Fed governor in 2006. At the Fed he acted as a key liaison to Wall Street during the 2008–09 crisis and later voiced consistent skepticism about prolonged easy monetary policy. He warned about liquidity risks before the Bear Stearns collapse, questioned large-scale long-term stimulus and QE2 despite near-10% unemployment, and urged fiscal and regulatory reforms to share the burden of recovery. Warsh resigned from the Fed in 2011 and has since been viewed as a “hard money” hawk. Traders should note his track record: preference for limiting extended quantitative easing, focus on liquidity and financial stability, and inclination to press for fiscal solutions over perpetual monetary accommodation. These stances could signal tighter policy bias and greater market sensitivity to Fed communications under his leadership.

Strive Asset Management secured $225 million in preferred financing and used the proceeds to expand its Bitcoin treasury to 13,132 BTC. The firm employs a buy-and-hold strategy, adding bitcoin to its corporate balance sheet as part of a long-term treasury allocation. The financing round was structured as preferred capital, enabling Strive to increase institutional Bitcoin exposure without issuing common equity. The company’s treasury growth and financing approach signal continued institutional demand for on‑balance‑sheet bitcoin exposure and may influence corporate treasury strategies across the sector. Key figures: 13,132 BTC held, $225 million in preferred financing. Primary keywords: Bitcoin, corporate treasury, preferred financing, Strive Asset Management. Secondary/semantic keywords: BTC treasury, institutional demand, treasury allocation, buy-and-hold. The main keyword "Bitcoin" appears multiple times to aid search visibility.

Bitcoin (BTC) retraced from a post–short-squeeze peak above $90,000 to about $82,000 after a surge in derivatives liquidations totaling roughly $1.7 billion. The earlier short squeeze had pushed leveraged buying higher; the subsequent retracement forced widespread forced-closes of long positions across futures and perpetuals, concentrating the liquidations on leveraged buyers. Key market effects: elevated intraday volatility, widened funding-rate swings, tighter liquidity in some order books, falling open interest on certain venues, and increased margin-call risk. Traders should note the primary metrics — BTC price ~ $82K and total liquidations ~ $1.7B — and monitor derivatives open interest, funding rates, and order-book depth. Practical trade guidance: reduce leverage, use stop-losses or wider risk buffers, and watch for cascade liquidations if downward momentum continues. The event mirrors past episodes (May 2021, March 2020) where extreme leverage amplified price moves.

Griff Green, an Ethereum advocate and organizer behind The DAO recovery efforts, announced plans to redeploy unclaimed ETH from the 2016 The DAO hack into a new security fund. On the Unchained podcast he said most DAO funds were claimed following the 2016 hard fork, but roughly $200 million worth of ETH remains unclaimed in assorted contracts. About $6 million in special-case funds were handled via multisig wallets he helped manage. The proposal is to stake the leftover ETH and use staking yields to finance Ethereum security initiatives—supporting audits, post-funding, second-round grants, conviction voting and ranked-choice mechanisms. Green argues The DAO should focus on security distribution rather than building projects itself, leveraging its developer community to vet grants. The move aims to strengthen ecosystem safety and send a message that holding assets on Ethereum can be safer than traditional banks. Primary keywords: The DAO, ETH, security fund, staking, Ethereum. Secondary/semantic keywords: DAO recovery, smart contract audits, multisig, hard fork, grants.

21Shares has launched the 21Shares Jito Staked SOL ETP (ticker JSOL NA / JSOL FP) on Euronext Amsterdam and Paris, providing regulated, exchange-traded exposure to JitoSOL — Solana’s largest liquid-staked token. JSOL gives investors direct SOL price exposure while embedding staking yield and additional MEV/transaction-priority revenue, removing the need to manage wallets, validators or staking infrastructure. The product trades in USD and EUR, carries a 0.99% total expense ratio and is the issuer’s first ETP directly linked to JitoSOL; 21Shares previously offered Solana staking exposure with ASOL (launched 2021) and manages about $8bn across 55+ ETPs. Jito’s base staking yield was reported around 5.8–6.0% (Jan 2026) plus extra MEV-optimised rewards. The listing highlights Europe’s lead in approving staking-enabled crypto ETPs versus the US, where regulators have not approved direct liquid-stake token products. The move could broaden institutional access to Solana yield products and reinforce demand signals for SOL, amid growing institutional interest in Solana from firms testing payments and tokenised assets.

The Senate Agriculture Committee voted 12–11 on Jan. 29 to advance the CLARITY Act (Digital Commodity Intermediaries Act) along party lines, marking the first major crypto market-structure bill to pass a Senate committee. The Republican-backed measure would clarify Commodity Futures Trading Commission (CFTC) authority over spot trading in digital commodities, define “digital commodity,” and add consumer-protection and enforcement resources. All Republicans supported the bill; all Democrats opposed it, citing ethics concerns, DeFi treatment and potential conflicts of interest. A Democratic amendment adding ethics safeguards failed on a party-line vote. The legislation previously passed the House and now must be reconciled with the Securities and Exchange Commission (SEC)-focused provisions in the Senate Banking Committee before the full Senate can vote. Key unresolved issues include treatment of stablecoin yields, banks’ roles in crypto, and DeFi classification. Political spending and lobbying remain significant: crypto-aligned PAC Fairshake disclosed about $193 million in cash, with contributions from Coinbase, Ripple and Andreessen Horowitz. Traders should watch the Banking Committee reconciliation, potential amendments that change token classifications or exchange oversight, and any shifts in bipartisan support — outcomes that could materially alter regulatory risk pricing for major tokens and trading venues.

The U.S. Senate Agriculture Committee voted 12–11 on Jan. 29 to advance a high-profile crypto market-structure bill, moving the measure forward along party lines despite unanimous Democratic opposition. Republican chair John Boozman pushed the bill without bipartisan agreement; Republicans provided the margin for passage. Key Democrats, including negotiator Sen. Cory Booker and Sen. Amy Klobuchar, criticized the current text but indicated willingness to continue talks. The measure now faces further hurdles: it must clear the more divided Senate Banking Committee — where conflict centers on competing provisions such as stablecoin yield rules in rival proposals (e.g., the "Clarity Act") — be reconciled between committee versions, pass the full Senate, and then the House before going to the president. The White House plans meetings next week with industry, banks, lawmakers and agencies to seek compromise. Political flashpoints include Democratic pushes for ethics provisions to bar presidents and senior officials from profiting from crypto, an issue tied politically to the Trump family. While earlier, stablecoin-focused bills have signaled legislative momentum, timing is tight amid federal budget disputes and the 2026 midterms. For traders: the Agriculture Committee’s procedural advance is a positive policy-development signal that could lift market sentiment if bipartisan agreement emerges, but substantial regulatory uncertainty remains until Banking Committee negotiations and final reconciliation conclude — keeping short-term volatility likely and longer-term regulatory outcomes unresolved.

Gold plunged roughly $300 within two hours to about $5,100/oz, slipping below $5,200 and showing volatility comparable to 2008 levels. Bitcoin fell more than 6% in 24 hours to around $80,477, eliminating nearly $5 billion in open interest in a single day. Major altcoins — Ethereum, Solana, XRP and BNB — dropped between 5% and 8%. Meme and AI tokens saw larger losses, with examples like HYPE down 8.5%. The sharp moves erased significant derivatives exposure and heightened short-term market volatility across crypto and precious metals.

Backpack announced it will unlock 25% of its total token supply at its upcoming Token Generation Event (TGE), allocating 24% to platform points holders and 1% to Mad Lads NFT owners. CEO Armani Ferrante said full tokenomics will be released in stages ahead of the launch; no exact TGE date has been disclosed. The model prioritizes community rewards over private or team allocations and integrates Backpack’s existing points-based loyalty system as the primary distribution mechanism. Possible points-to-token conversion structures include proportional, tiered, time-weighted or multiplier systems. The 1% Mad Lads NFT allocation ties NFT communities (Solana-based Mad Lads) to exchange utility, aiming to boost cross-community engagement. Analysts note Backpack’s 25% initial circulating supply is higher than many exchange tokens (typical ranges ~7–15%), which may increase immediate liquidity but reduce future concentration risk from later unlocks. Key outstanding details: conversion mechanics, unlock schedule for the remaining 75%, token utility (fee discounts, staking, governance or novel features), and governance structures. Market relevance: the move signals a user-first distribution approach amid stronger regulatory scrutiny and rising demand for tokens with real utility. Traders should watch for the points conversion method, remaining unlock timelines, and revealed utilities — each will materially affect short-term liquidity and long-term value accrual.

CryptoQuant analysis shows Bitcoin liquidity remains intact despite a strong rally in gold and other precious metals. On-chain metrics — notably the Stablecoin Supply Ratio (SSR) — indicate capital is largely parked in stablecoins rather than having rotated decisively into gold. SSR currently reads ~12.57, down from highs near 18–19, placing it in a neutral zone (10–15) that signals latent buying power but not active deployment. The report argues large allocators typically keep multi-asset exposure, so gold’s strength does not imply Bitcoin sell-offs funded metals purchases. Price action: BTC has failed to reclaim short- and mid-term moving averages and trades below the 50- and 100-day MA, while the 200-day MA remains above $100,000. Volume spikes have accompanied sell-offs; recovery attempts show muted volume, keeping downside risk active. Key technical levels: immediate demand around $86,000–$87,000; a breakdown risks lower supports, while holding keeps BTC in consolidation. Implications for traders: watch SSR for shifts in latent buying power, monitor moving averages for reclaiming momentum, and treat current weakness as cautious consolidation rather than capitulation.

U.S. spot Bitcoin ETFs recorded a combined net outflow of about $818 million on January 29, 2025, marking the third consecutive day of withdrawals. Data from TraderT show broad-based redemptions across major issuers: BlackRock’s IBIT led outflows with $317 million, followed by Fidelity’s FBTC ($168 million), Bitwise’s BITB ($88.88 million) and ARK’s ARKB ($71.58 million). This follows an earlier, much smaller outflow ($19.65 million) reported for January 28 that reflected issuer-level divergence—Fidelity’s FBTC showed an inflow while several other funds saw modest redemptions. Analysts attribute the larger, multi-day outflows to profit-taking after recent rallies, macro headwinds (rising yields and equity volatility), portfolio rebalancing and short-term liquidity needs. Mechanically, large ETF redemptions can force authorized participants to sell underlying Bitcoin, creating short-term downward pressure on spot BTC; however, experts note such periodic outflows are normal and indicate the ETF mechanism is working. For traders: monitor daily ETF flows at the issuer level (not just aggregate totals), watch Bitcoin (BTC) price action and macro indicators that drive risk appetite, and be alert for elevated short-term volatility that can present both downside risk from forced selling and opportunistic buy entries during consolidation. SEO keywords: Bitcoin ETF outflows, spot Bitcoin ETF, IBIT outflow, FBTC outflow, ETF flows.

US spot XRP ETFs recorded a combined net outflow of $92.92 million on Jan 29 (ET), according to SoSoValue via PANews. Grayscale’s GXRP drove the bulk of the movement with a single‑day net outflow of $98.39 million, leaving its cumulative net inflows at $136 million. Bitwise’s XRP ETF posted a $2.41 million net inflow for the day and has cumulative net inflows of $334 million. Total assets under management for XRP spot ETFs fell to $1.21 billion, with an XRP net asset ratio of 1.10% and cumulative net inflows across all XRP spot ETFs at $1.17 billion. Compared with an earlier report showing smaller outflows earlier in January, the latest data signal increased short‑term selling pressure into XRP‑linked products. Traders should watch ETF flows, on‑chain volume and price action closely for elevated volatility and potential short‑term trading opportunities. Keywords: XRP, spot ETF, ETF flows, Grayscale, Bitwise.

Key crypto developments for Jan. 25–31, 2026: OpenAI is reportedly preparing an IPO for Q4 2026, seeking up to $100 billion in fundraising and a current valuation near $500 billion, aiming to outpace rival Anthropic. Tether launched USA₮, a federally regulated US dollar stablecoin issued by Anchorage Digital Bank under the GENIUS Act; Kraken, OKX and Crypto.com listed it immediately. Standard Chartered warned that stablecoin adoption could siphon $500 billion from US banks by 2028, posing structural risks to regional lenders. Worldcoin’s WLD jumped ~27% after reports that Sam Altman is exploring a biometric “proof of personhood” social network. Axie Infinity (AXS) will replace standard AXS rewards with a bonded token bAXS (1:1 peg, exit fees vary by reputation), causing renewed inflows. Base blockchain saw a spike in token launches driven by Zora content coins while active addresses and volume hit an 18-month low. Forgotten Runiverse (Ronin) paused live servers citing unsustainable economics. Chainalysis reported $82 billion in crypto money-laundering in 2025, driven by Chinese-language criminal groups. Other regional policy moves: Vietnam raised licensing thresholds to favor institution-led exchanges. Traders should watch: OpenAI/AI news for market sentiment, stablecoin regulatory developments and USA₮ listings for dollar liquidity flows, Worldcoin and identity projects for speculative volume, and Base token metrics for platform health. Primary keywords: OpenAI IPO, Tether USA₮, stablecoins, Worldcoin, Axie Infinity, Base blockchain.

A wallet that had been dormant since late 2022 sold 699 ETH for about $1.876 million in USDC and deposited the stablecoin as collateral on decentralized perpetuals exchange Hyperliquid to open a 20x leveraged long on Ethereum, creating roughly $18 million of notional exposure. On-chain analytics (Onchain Lens) recorded the activity. Earlier reporting noted a veteran investor depositing $50 million USDC to increase an existing 5x ETH long; together the reports show multiple large, leveraged bets from experienced holders across non-custodial derivatives platforms. The 20x position magnifies gains and losses — roughly a 5% adverse move could liquidate the collateral — and large concentrated leveraged positions can amplify short-term volatility and draw algorithmic and whale attention. Traders should treat such on-chain whale activity as a sentiment indicator rather than direct investment advice. Key risks include platform and liquidation mechanics, concentrated position pressure, and cascading liquidations; potential bullish drivers cited by analysts are Ethereum protocol upgrades (danksharding / “The Surge”), Layer‑2 growth, and growing institutional interest (ETF-related flows). Monitor on-chain flows, leverage levels, and order-book liquidity; manage position sizing and stop levels accordingly.

CME Group recorded a surge in cryptocurrency trading, with institutional activity pushing notional volume above $3 trillion. The spike was driven by increased participation from institutional investors using CME-listed Bitcoin and Ether derivatives, reflecting heightened demand for regulated, exchange-traded crypto exposure. Traders cited macro factors and growing adoption of crypto products by funds as contributors. The rise in CME volumes coincided with elevated open interest and higher trading velocity, suggesting leverage and futures positioning increased. Market makers and liquidity providers reportedly expanded capacity to handle larger flows. Analysts noted that while volume growth signals stronger institutional engagement, it can also raise short-term volatility as positions are adjusted. Key metrics highlighted include the >$3T notional volume milestone, rising open interest in BTC and ETH futures, and greater use of regulated derivatives by funds and institutional desks.

Bitcoin has slipped out of the global top 10 assets by market capitalization, now ranking 11th after being overtaken by oil giant Saudi Aramco. The shift, observed in early 2025, reflects a sustained decline in Bitcoin price and market cap versus large public companies. Contributing factors include macroeconomic pressures (inflation and interest-rate expectations), regulatory uncertainty across major economies, reduced crypto liquidity and trading volumes, and the evolving interaction between traditional finance and crypto via products like spot Bitcoin ETFs. Analysts stress monitoring complementary on-chain and market metrics — network hash rate, daily active addresses, and exchange flows — to assess network health beyond price. The ranking change is symbolic: it highlights competition for capital between digital assets and established industrial players and may prompt investors to re-evaluate allocations. Short-term volatility could increase as traders react to sentiment and liquidity conditions; long-term implications depend on adoption, regulation, and broader economic trends.

Optimism governance approved a 12‑month pilot to allocate 50% of Superchain sequencer net revenue to monthly buybacks of the OP token, starting February 2026. The vote passed with ~33.27% in favour; prior to this change, 100% of Superchain revenue flowed to the community treasury. Revenue is collected in ETH from sequencer fees across OP Stack Layer‑2 chains (examples: Soneium, Unichain, Ink, Base). Optimism will use OTC providers to convert sequencer ETH into OP each month; repurchased OP will be held in the Collective treasury pending future community votes on use (burn, staking, grants, or rewards). Based on the past 12 months the Superchain generated ~5,868 ETH; a 50% allocation implies roughly 2,700–2,900 ETH (~$8M) of annual buyback pressure at current prices, with conversions paused if monthly revenue falls below a $200,000 threshold. A scheduled unlock of ~31.34M OP (~1.6% of circulating supply, ≈$9M) on Jan 31, 2026 was noted. The announcement linked the policy to aligning OP token value with Superchain growth, though traders should weigh historical skepticism around executed buybacks (past examples include JUP and HNT). At reporting, OP showed a modest short‑term dip (~1–2%).

Chainlink이 2025년 글로벌 온체인 금융 인프라의 사실상 표준으로 자리잡았습니다. 미국 상무부와 협력해 거시경제 데이터를 온체인에 공개하는 Data Feeds를 출시했고, 창업자 세르게이 나자로프는 백악관 디지털 자산 서밋 및 주요 정부 관계자들과의 회동을 통해 정책·규제 논의에 관여했습니다. 금융권 파트너십이 다수 발표되었으며 주요 사례로 Mastercard의 온체인 암호자산 구매 연동, UBS의 이더리움 기반 토큰화 머니마켓 펀드(uMINT) 실거래, J.P. Morgan·Ondo·Kinexys의 크로스체인 DvP 거래, 브라질 중앙은행·HKMA와의 국경간 크로스체인 무역 실험 등이 포함됩니다. S&P Global Ratings와 협업해 스테이블코인 안정성 평가(SSA)를 온체인으로 공개했고 Deutsche Börse, FTSE Russell, Tradeweb, ICE 등 전통 시장 데이터의 온체인 게시도 진행되었습니다. DeFi·토큰화 분야에서는 Coinbase가 CCIP를 단독 브리지로 채택(총액 약 70억 달러), Lido가 CCIP로 wstETH의 공식 크로스체인 인프라로 업그레이드, Aave Horizon이 체인링크의 ACE·NAV 솔루션을 도입하는 등 기관 수용이 확대됐습니다. 기술 측면에서는 CRE(Chainlink Runtime Environment), Automated Compliance Engine(ACE), Confidential Compute, Digital Transfer Agent(DTA), DataLink, CCIP v1.6(비EVM·Solana 지원) 등 핵심 제품과 업그레이드가 출시되었고 Payment Abstraction 및 Chainlink Reserve, 보상 프로그램(Chainlink Rewards)도 도입되어 네트워크 경제구조를 강화했습니다. 전반적으로 2025년 체인링크는 정부, 은행, 자산운용사, 거래소 및 DeFi 참여자들을 연결하는 생산환경 수준의 오라클·크로스체인·토큰화 인프라로 채택되며 온체인 금융 확산을 가속화했습니다.

El Salvador’s Central Reserve Bank (BCR) bought another $50 million of gold (9,298 troy ounces) — its second purchase since 1990 and the first in 2026 — bringing national gold holdings to about 67,403 troy ounces (≈$360M). Combined with a September 2025 $50M purchase, the BCR says the move “consolidates the country’s long-term patrimony” and keeps a balanced composition of international reserves. Gold has climbed nearly 50% since last September; the BCR reported about $13M profit on the September buy. Concurrently, the National Bitcoin Office reports ongoing daily Bitcoin accumulation, lifting El Salvador’s BTC holdings to roughly 7,546 BTC (≈$618M). These actions occur amid a broader global trend of central bank gold repatriation and stockpiling — central banks added a net 863 tonnes in 2025 — while both gold and Bitcoin experienced short intraday pullbacks (gold from ~$5,500 to ~$5,100; BTC from ~$88,000 to ~$82,000). For traders: this signals continued sovereign diversification away from conventional reserves and a hedging strategy versus BTC volatility. Expect increased macro attention on BTC price sensitivity to sovereign reserve moves and potential short-term volatility around such balance-sheet adjustments.

Australian NAB senior FX strategist Rodrigo Catril said reports that a Wachtel nomination for Federal Reserve chair could have significant market impact. Catril noted Wachtel is a respected economist who in an April speech strongly defended Fed independence and criticized central banks for straying from clear policy communication. Markets may view a Wachtel appointment as dollar-positive because it would reinforce expectations that the Fed’s independence will be preserved and signal only moderate reforms rather than abrupt policy shifts or political subordination. The piece frames the development as supportive of stable, predictable U.S. monetary policy rather than radical change. (This content is for market information only and not investment advice.)

DeFi project HumidiFi announced on X that its website is currently temporarily inaccessible. The team said they are investigating the cause and expect to restore access soon. No further details, incident timeline, or reports of compromised funds were provided. The announcement appears limited to the project’s social channel; traders should monitor HumidiFi’s official updates for confirmation and any details about service disruption, security implications, or impacts on on-chain operations.

Binance founder Changpeng Zhao (CZ) announced a public AMA to directly address what he calls competitor-driven FUD and to explain Binance’s position regarding the October 10 market crash. The session, promoted via CZ’s X account, is intended to counter criticisms from industry peers—most notably perceived remarks from OKX founder Star Xu—who have blamed exchange practices and risky token-promotion tactics for lasting damage to investor trust. The article highlights October 10’s market impact: an estimated 8–12% total crypto market cap decline within 24 hours and roughly $800 million–$1.2 billion in liquidations, with BTC down ~7–9% and ETH down ~9–11%. CZ frames the AMA as a transparency and narrative-recovery move, emphasizing Binance’s continued growth despite competitor attacks. Key themes: market integrity, alleged price manipulation of low-quality tokens, business-model sustainability, and regulatory scrutiny as exchanges compete under evolving frameworks like MiCA. Traders should note the potential for heightened volatility around the AMA, reputational impacts on major exchanges, and increased regulatory attention that could affect listings, liquidity, and margin conditions.

About $1.26 billion in crypto futures positions were liquidated on March 15, 2025, driven predominantly by long positions as a sharp price decline triggered automated margin calls across major exchanges including Binance, Bybit and OKX. Bitcoin led the event with roughly $768 million liquidated (about 97% longs), followed by Ethereum (~$417M) and XRP (~$71.3M). High leverage (10x–100x), clustered stop‑losses, crowded long funding rates and thin liquidity amplified the cascade. Technical breaks — notably BTC slipping below its 50‑day moving average and ETH losing support near $3,200 — helped trigger the unwind. The surge in forced closures caused spot prices to fall, spiked short‑term volatility and pushed exchange inflows higher; volatility indices rose sharply during the event. Exchange risk systems reportedly held up while market makers adjusted quotes to restore liquidity. Analysts say the episode removes excess leverage but highlights concentrated long exposure, elevated funding‑rate dynamics and the need for stronger margin management. Traders should monitor funding rates, open interest and exchange flows for short‑term downside pressure, use lower leverage, tight position sizing and cross‑exchange risk controls to reduce liquidation risk. This is the largest single‑day derivatives unwinding since late 2023 and could either flush weak hands quickly or signal a period of deeper deleveraging in derivatives markets.

US Solana spot ETFs recorded a combined one-day net outflow of $2.22 million (EST), according to SoSoValue. The latest report shows Grayscale’s GSOL had a $1.29 million single-day net outflow and retains cumulative net inflows of about $116 million. Bitwise’s BSOL posted a $930,000 one-day outflow with historical cumulative net inflows near $689 million. Across Solana spot ETFs, total net asset value stood at roughly $999 million and Solana’s net asset ratio was about 1.51%. Cumulative historical net inflows into Solana spot ETFs are around $882 million. The data updates earlier figures that showed slightly different daily and cumulative flow amounts; overall, the trend remains modest net inflows historically but small single-day outflows. This is market information only and does not constitute investment advice.