As global “Bye America” investors ditch US risk, Bitcoin is finally ready to be the macro alternative
The “Bye America” trade has a habit of returning when markets stop debating whether the US is still the safest house on the block and start debating the price of living in it. Over the past week, that debate has shown
Shock surge in inflation destroys hopes for early rate cuts as Bitcoin price sinks
The December Producer Price Index didn't just beat expectations, but it also revealed a persistent problem that forces markets to rethink the entire 2026 rate path. Final demand PPI rose 0.5% month-over-month, the sharpest jump since July, driven almost entirely by
Crypto market crashes erasing $220B as Israel strikes Gaza with ETH and XRP leading weekend losses
Ethereum and XRP just fell off a cliff in weekend trading, Bitcoin barely flinched, and the timing might matter Crypto has a habit of saving its worst moves for the hours when people are least prepared to deal with them. That was
Bitcoin miners are making millions by shutting down because of a massive US winter storm
Earlier this week, a sweeping US winter storm pushed Bitcoin miners to curtail, pulling a noticeable chunk of computing power off the network in a short window. Data shows a 40% dip in hashrate between Jan. 23 and Jan. 25, with
Trump’s Fed pick Kevin Warsh is “not nervous” about Bitcoin while plotting a digital dollar takeover
President Donald Trump announced he will nominate former Federal Reserve Governor Kevin Warsh to lead the US central bank. In a Jan. 30 post on Truth Social, the president confirmed the selection, writing:
First US bank collapse of 2026 adds to gold, silver, and Bitcoin chaos while $337B in unrealized contagion looms
Late on Friday, Illinois regulators shut down Metropolitan Capital Bank and Trust, a little-known institution with just $261 million in assets, handing control to the FDIC in what was officially a routine resolution. But it landed in the middle of a
TheDAO’s leftover rescue money sat for a decade now it’s becoming Ethereum’s permanent $220M security budget
Ethereum's most infamous experiment is back. Not as a venture fund, but as something the ecosystem arguably needs more: a permanent security budget. On Jan. 29, a group of Ethereum veterans announced plans to convert roughly 75,000 ETH in decade-old recovery
October Trump tariff trader loses $100M erasing all 10/10 gains after price dip
A single wallet roundtripped $142.5 million in unrealized profit on Hyperliquid, peaking on Jan. 13 before collapsing to a negative $8.76 million loss as of Jan. 29. Meanwhile, all of this was visible in real time through public dashboards. The trader
Gold just erased $5.5 trillion in value and Bitcoin bulls see one huge opening ahead
Gold’s record-breaking rally finally blinked this week, and Bitcoin’s traders are watching what comes next. After sprinting to an all-time high of $5,594.82 per ounce, spot gold slid to around $5,330 as investors took profits, a pullback of roughly 4.7% from
Cardano secures $70B liquidity injection that finally solves the network’s biggest missing piece for investors
On Jan. 30, Cardano founder Charles Hoskinson announced that he has signed an integration agreement to bring USDCx, a Circle-linked stablecoin product, to the Cardano ecosystem. The infrastructure move represents a strategic effort to lower the network’s DeFi growth ceiling by
I predicted Bitcoin falling to $49k this year and January delivered some very concerning red flags
My $49k Bitcoin bear thesis, a January check-in, the plumbing is flashing while price bleeds I wrote my medium-term $49,000 bear thesis in late November with one simple idea, Bitcoin still moves in cycles, and the next real “this is the
Global markets crash as everything including Bitcoin sells off at once erasing trillions
Markets dumped into the US open, Bitcoin fell through $85k, gold slipped too At 09:30 EST the tape changed in a way traders can feel in their stomach, the kind of flip where you stop looking for clever explanations and start
Ethereum aims to stop rogue AI agents from stealing trust with new ERC-8004 – but will it?
Ethereum (ETH) announced ERC-8004 is heading to mainnet, positioning the network as a neutral infrastructure for a problem the AI industry can't yet solve: how agents prove they're trustworthy when no single platform controls the reputation layer. The timing reveals the
Shockingly quiet XRP whales are stacking up 42 new millionaire wallets as price stays stuck under $2
XRP has opened 2026 trading in a tight range under $2 as it failed to establish a clear trend in the year’s opening month. However, underlying data suggests high-net-worth investors are accumulating the token despite the lack of price momentum. Data from
Improve your Bitcoin investment strategy using these 7 critical demand drivers
Bitcoin traders are treating fund flows like macro bets, and one Fed data change is the hidden risk Key takeaways Bitcoin’s institutional demand can be monitored in issuer AUM snapshots such as BlackRock’s IBIT, which listed net assets of $69,427,196,929 as of Jan.
BlackRock is cannibalizing Bitcoin gains for “income” in a move that could leave retail investors behind during rallies
BlackRock is moving deeper into the “Bitcoin as a portfolio sleeve” trade, this time by packaging the flagship digital asset's inherent volatility into distributable income. On Jan. 23, the $14 trillion asset management firm filed a registration statement for the iShares
Urgent HSBC risk-on order issued as dollar hits 2021 lows which could flip Bitcoin’s next move
HSBC issued a directive on Jan. 27 for investors to stay aggressively risk-on. The bank recommends overweighting equities, high-yield debt, emerging-market bonds, and gold while underweighting sovereigns, investment-grade credit, and oil. The call rests on a specific macro view: US growth
Bitcoin enters 72-hour danger zone as both historic Supreme Court battle and Fed decision threaten to tank the dollar
Bitcoin has entered a 24–72 hour window in which Federal Reserve messaging, dollar pricing, and an active Supreme Court test tied to Fed independence could set the near-term regime traders apply to the asset. Fed decision and near-term market regime As of