🔮 Investment bank giant TD Cowen predicts Bitcoin to hit $225,000 in 2027 link
🗣 James Seyffart reported that 13F filers were net sellers of Bitcoin ETFs in Q4 2025. Advisors and hedge funds, the two largest holder categories, accounted for most of the selling, with a total of approximately 25,000 BTC sold during the quarter. #etf link
X (formerly Twitter)
James Seyffart (@JSeyff) on X
What did 13F filers do with the Bitcoin ETFs in Q4??
In what should not be much of a surprise -- they were sellers. Advisors and Hedge Funds (the two largest holder categories) were the biggest sellers. Overall 13F Filers sold ETF shares equivalent to ~25…
In what should not be much of a surprise -- they were sellers. Advisors and Hedge Funds (the two largest holder categories) were the biggest sellers. Overall 13F Filers sold ETF shares equivalent to ~25…
🏦 Michigan State Rep. Matt Maddock introduces a bill to allow employees to be paid in bitcoin and to prohibit the issuance of a CBDC. link
📊 A newly created wallet withdrew 17,390 $AAVE worth $2M from Binance.
Address: 0x3676E9b6A38c5526eddA4a89763Dd97b5813574d
Data: @nansen_ai
Address: 0x3676E9b6A38c5526eddA4a89763Dd97b5813574d
Data: @nansen_ai
📊 Coinbase Institutional released its latest report, introducing the options market's "Gamma Exposure (GEX)" metric to analyze liquidity and price volatility.
The report notes that #BTC has a pronounced negative gamma concentrated in the $60,000 to $70,000 region, while the $85,000 to $90,000 region shows meaningful positive gamma. This implies that the downside trend toward $60,000 could accelerate, whereas the upside trend toward $90,000 may present a slow "grind and pin" state. link
The report notes that #BTC has a pronounced negative gamma concentrated in the $60,000 to $70,000 region, while the $85,000 to $90,000 region shows meaningful positive gamma. This implies that the downside trend toward $60,000 could accelerate, whereas the upside trend toward $90,000 may present a slow "grind and pin" state. link
X (formerly Twitter)
Coinbase Institutional 🛡️ (@CoinbaseInsto) on X
From the BTC practical playbook: Gamma Exposure
🐳 Vitalik.eth sold another 675.88 $ETH ($1.25M) in the past 9 hours.
In the past month, he has sold 11,422 $ETH ($23.33M) in total, with a plan to sell 16,384 $ETH.
About 70% of this plan is completed, leaving 4,962 $ETH ($9.5M) still to sell. link
In the past month, he has sold 11,422 $ETH ($23.33M) in total, with a plan to sell 16,384 $ETH.
About 70% of this plan is completed, leaving 4,962 $ETH ($9.5M) still to sell. link
📊 Someone created a new Polymarket wallet and spent $5,120 to bet that Axiom will be accused of insider trading. link
🕵️ According to crypto journalist Frank Chaparro, MasterCard is hiring a "Director Crypto Flows, Product Management" to expand into the DeFi space. The role's core responsibilities include managing card-based crypto on-ramps, stablecoin-linked issuance, and enhancing network rules for Web3 transactions. #stablecoin link
X (formerly Twitter)
Frank Chaparro (@fintechfrank) on X
MasterCard is hiring a Director of Crypto Flows to push deeper into DeFi
Role:
-Own card-based crypto on-ramps + stablecoin-linked issuance
- Size & scale stablecoin, tokenized asset, and DeFi payment flows
- Upgrade network rules + risk rails for…
Role:
-Own card-based crypto on-ramps + stablecoin-linked issuance
- Size & scale stablecoin, tokenized asset, and DeFi payment flows
- Upgrade network rules + risk rails for…
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📈 President Trump says everyone's portfolios are "gaining."
"Everybody is up, way up."
"Everybody is up, way up."
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📊 President Trump demands a ban on Congress trading stocks and calls out Nancy Pelosi during a live speech.
⚖️ According to Fortune, FTX founder Sam Bankman-Fried (SBF), who is serving a 25-year prison sentence, is attempting to seek a presidential pardon from Donald Trump. A White House spokesperson reiterated that Trump made it clear in January that he does not plan to pardon Bankman-Fried, Robert Menendez, or Nicolás Maduro. link
🕵️ After 2 months of silence, Strategy's wallets are active again.
They moved 1,300 $BTC ($83M) to new wallets, likely just reorganizing funds. link
They moved 1,300 $BTC ($83M) to new wallets, likely just reorganizing funds. link
😱 Bitcoin’s Sharpe Ratio indicates that we are in an advanced stage of a bear market.
The risk-adjusted profile compared to one year ago is lower, signaling reduced return opportunities at current levels.
Allocating to #BTC today suggests lower expected returns in the coming months, although the relative risk is also lower.
Historically, lower Sharpe Ratio readings have coincided with major bottom formations.
While we have not reached that extreme yet, we are getting close.
The risk-adjusted profile compared to one year ago is lower, signaling reduced return opportunities at current levels.
Allocating to #BTC today suggests lower expected returns in the coming months, although the relative risk is also lower.
Historically, lower Sharpe Ratio readings have coincided with major bottom formations.
While we have not reached that extreme yet, we are getting close.
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🚀 #AI MoonPay launches infrastructure enabling AI agents to transact with stablecoins on the blockchain. cointelegraph #stablecoin link
📊 Vitalik Buterin stated that DeFi is essential to Ethereum’s value. The Ethereum Foundation (EF) will focus on permissionless, open-source, privacy-first, and security-first finance that reduces intermediaries and enhances user asset control, rather than broadly supporting “onchain finance.” He emphasized that DeFi should evolve beyond basic products like stablecoins to address deeper issues such as risk management and future expense hedging, with protocols that can pass the “walkaway test.” #stablecoin link
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