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๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‘€ #macro USA:
- Initial Jobless Claims = 227k (exp 222k / prev 231k)

- Continuing Jobless Claims = 1.862M (exp 1.850M / prev 1.844M)
๐Ÿง #BTC Devs Take Steps to Address the Quantum Threat

An updated version of BIP 360 has been merged into the official Bitcoin BIPs repository. The proposal introduces Pay to Merkle Root, or P2MR, a new opt-in output type that removes Taprootโ€™s quantum vulnerable key path spend while maintaining compatibility with Tapscript and script trees.

Key updates:

โ€ข Removes Taprootโ€™s quantum exposed key path in a separate new output type

โ€ข Lays groundwork for post quantum signature schemes using Tapscript and script tree optionality at spend time

โ€ข Implemented as a soft fork, existing Taproot outputs remain unaffected

โ€ข Adds Isabel Foxen Duke as co-author to improve clarity and accessibility beyond the developer community link
F&G๐Ÿ‘€
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‘€ Crypto #ETF Flows Today:

Bitcoin ETFs:
1D NetFlow: -3,711 $BTC (-$252.63M)
7D NetFlow: -1,985 $BTC (-$135.12M)

Ethereum ETFs:
1D NetFlow: -27,535 $ETH (-$54.77M)
7D NetFlow: -63,996 $ETH (-$127.29M)

Solana ETFs:
1D NetFlow: +1,708 $SOL (+$140K)
7D NetFlow: -53,134 $SOL (-$4.36M)
๐Ÿ—ฃ #ETH Vitalik Buterin emphasizes that ideal incentives should only cover unavoidable temporary costs before a protocol matures. He urges the crypto industry to concentrate on creating genuinely useful applications, rather than attracting low-quality users who may not engage once the protocol is established. link
๐Ÿ’ฐ #LIT Lighter has reached an agreement with Circle on the sharing of revenue generated from listings on the platform totaling 920 million #USDC.
๐Ÿ•ต๏ธ Geode Capital Management just disclosed they bought 175,343 more shares of the Bitcoin treasury company MicroStrategy ($MSTR), bringing their total holdings to 3.91 million shares valued at $502 million. link
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๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‘€ #macro USA:
- Existing Home Sales (Jan) = -8.4% m/m (exp -3.4% / prev +5.1%)
๐Ÿณ Whale 3NVeXm, who sold 5,000 $BTC ($342.56M) yesterday, just deposited another 1,800 $BTC ($122M) into Binance. link link
๐Ÿ“Š According to Bloomberg, Standard Chartered has lowered its 2026 Bitcoin price target to $100,000 due to heightened global macroeconomic risks and slowing demand for corporate Bitcoin treasury reserves. The bank still holds a long-term vision of $500,000 by 2030 but emphasizes that current market momentum increasingly relies on ETF support, leading to a more cautious growth outlook for the next two years. #etf link
๐Ÿ•ต๏ธ Machi Deposit - Machi Open Long - Machi Gets Liquidated and Repeat

As the market declines, Machi faced another partial liquidation on his $ETH (25x) long position. His loss has now reached -$27.56M, and he is just 4% away from the next liquidation. link
๐Ÿฆ SWIFT Joins the Bank of England Synchronisation Lab to Test Cross-Border FX and DvP Tokenized Securities Settlement. #rwa
๐Ÿ˜ฑ Silver crashes under $80, falling over 7% today.
๐Ÿ“‰ Gold falls below $4,900, dropping over 4% in 30 minutes.
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๐Ÿง‘โ€๐Ÿ’ป According to 8004scan, over 20,000 AI Agents have been deployed on chains such as Ethereum, BNB Chain, and Base since the launch of ERC-8004 more than two weeks ago. The top five AI Agents, ranked by score, popularity, and activity, are James, Captain Dackie, Rick, Minara AI, and CoreFocus.
๐Ÿ˜ฑ $55K marks Bitcoinโ€™s realized price, historically tied to bear market bottoms.

Past cycles saw #BTC trade 24โ€“30% below this level before stabilizing.

Today, price is still 18% above.

When #BTC reaches this area, it usually moves sideways before recovering. link
๐Ÿ‡จ๐Ÿ‡ญ๐Ÿ“Š You can buy Bitcoin with cash at train stations in Switzerland link
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๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ”ฎ According to The Times of Israel, an Israel Defense Forces (IDF) reservist and a civilian have been indicted for using classified information to place bets on military operations via Polymarket. The joint investigation involved the Ministry of Defense, the Shin Bet, and the Israel Police, charging the pair with severe security offenses, bribery, and obstruction of justice. link
โš ๏ธ๐Ÿ—ฃ #COIN Coinbase says users currently unable to buy, sell, or transfer crypto.
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