BTC has taken quite the hit since its 126K all-time high. The most recent drop took us to 80K in spectacular fashion as billions in leveraged positions were wiped out. And then after the dust had settled, Tradfi does the most tradey thing ever.Vanguard, the second largest asset manager in the world, reversed its anti-crypto stance and told its 50 million plus clients they could start trading crypto ETFs and crypto linked funds on its platform. Right on Q. So, did weak hands just hand over their coins to Wal ...

The crypto market is putting in some wild moves and everybody is watching price charts or ETF flows. But meanwhile, in the shadows, governments around the world are gearing up for a new year crackdown on crypto with rules and regulations that will change the industry forever. So, in this video, we're going to give you the rundown on exactly how things are changing in 2026, what that means for you, the crypto user, and what that means for the crypto market.My name is Guy and if you care about the future of c ...

All eyes on Powell. Bitcoin chops sideways. DATs collapse. Liquidity turns. This week’s live stream breaks down the biggest stories driving the crypto markets and what to watch heading into the FOMC meeting. We look at the market’s reaction to macro data, why Digital Asset Treasuries are collapsing, and the single biggest factor that could decide next year’s market direction: global liquidity. Plus: Louis with TA, portfolio competition, tweets of the week, top performers, and major dates for your diary. ~~~ ...

Unless you've been living under a rock, you'll know the US government just wrapped up its longest shutdown in history. During that time, the crypto market tanked and spot Bitcoin ETFs, saw some of their biggest outflows ever. What's surprising, though, is that several spot altcoin ETFs, especially the newer ones, apparently didn't see a single day of net outflows.That's why today we're taking a closer look at these new spot altcoin ETFs to see whether their resilience signals potential altcoin outperformanc ...

Tether's Gold Strategy - Tether's Q3 2025 attestation reveals approximately $129 billion in precious metals, with gold alone accounting for roughly 7% of the balance sheet backing USDT [1] - As of September 30th, Tether held an estimated 116 tons of physical gold, valued at around $14 billion, rivaling the reserves of some smaller central banks [1] - During Q3 2025, Tether acquired approximately 24 tons of gold, equivalent to roughly 2% of total global demand and around 12% of known official sector purchases for the quarter [1] - Approximately 12 tons of the 116 tons of gold are allocated to Tether Gold (XAUT), the company's tokenized gold product, while the remaining 104 tons are part of USDT reserves [1] - Tether has invested roughly $300 million into gold royalty and streaming companies, securing future bullion flow and metal-linked income [2] Tether Gold (XAUT) - One XAUT equals one fine Troy ounce of physical gold stored in Swiss vaults, issued by TG Commodities under El Salvador's digital asset rules [1] - The circulating supply of XAUT has increased by 39% from 375,000 in Q3 2025 to 522,000, contributing to the tokenized gold sector's market cap of approximately $41 billion [1][12] - Tether views XAUT as a working example of issuing Real World Assets (RWAs) on-chain at a billion-dollar scale, potentially paving the way for other tokenized commodities and financial assets [2] Market Impact and Risks - S&P Global downgraded USDT's score due to concerns about the increasing proportion (24%) of reserves in higher-risk holdings like BTC and gold [2] - Tether's gold holdings and investments create a structural demand that could support gold prices, but also entangle gold's safe-haven status with crypto volatility [5][6] - The increasing weight of gold in USDT's reserves wires crypto liquidity into the precious metals market, potentially blurring the lines between cash-like stablecoins and investment products [9][10]

Ethereum Upgrade & Technology - Fusaka upgrade, including peer data availability sampling (peer DAS), significantly improves Ethereum's scaling capabilities by reducing data download requirements for validators by approximately 875% (8x efficiency gain) [6][7][8][9] - Blob parameter only forks (BO) will gradually increase data space supply, potentially reducing layer 2 fees by 40% to 95%, making sub-cent transactions more common [9][10][11] - EIP7918 establishes a minimum price for blobs, ensuring Ethereum captures value as layer 2 solutions scale [13] Institutional Investment & Market Dynamics - Ethereum futures volume on the Chicago Mercantile Exchange (CME) has surpassed Bitcoin futures volume, indicating increased institutional activity and rotation into ETH [19] - Institutions are showing interest in Ethereum options, with implied volatility exceeding 60%, signaling potential price movement and opportunity [21] - Potential approval of staking ETFs in 2026 could attract significant institutional investment, positioning Ethereum as a "digital real estate" asset generating yield [26][27] Market Analysis & Price Targets - Ethereum/Bitcoin ratio is at a historical support level of around 0032, with technical indicators suggesting a potential bullish reversal [27][28] - Standard Chartered has revised its ETH price targets, projecting $75000 by the end of 2025 and $25000 per ETH by 2028 [30] - VanEck's base case for 2030 is $22000 per coin, representing approximately 600% upside from current levels [31] Risks & Competition - Fragmentation across layer 2 solutions creates user experience challenges, potentially lagging behind competitors like Solana [36] - Macroeconomic factors, including Federal Reserve meetings, recession fears, and Treasury yields, pose risks to Ethereum's price [37][38] - Regulatory uncertainties surrounding staking rewards and KYC requirements for validators could negatively impact the staking economy [39] - Solana poses a competitive threat with faster, cheaper transactions and a better user experience, potentially capturing market share if Ethereum fails to scale effectively [32][33]

For years, they were the fortress of traditional finance. The gatekeepers who looked at Bitcoin and sneered. While Black Rockck, Fidelity, and practically everyone else on Wall Street was scrambling to build crypto products, this 11 trillion giant stood firm.They blocked you from buying Bitcoin ETFs. They told you crypto had quote no intrinsic value. They effectively told 50 million clients that if they wanted digital assets, they could go take a hike.Well, guess what. They just blinked. In a move that has ...

For the last 5 years, one company has been the main character of Bitcoin. They've bought billions of dollars worth of BTC. They've become the largest corporate holder in history, stacking over 3% of the entire supply, and their main man has become the de facto spokesman for institutional adoption.There is no second best. Famous for his laser eyes and his promise to never ever sell. Yes, I am of course talking about Strategy, the company formerly known as Micro Strategy.But what happens if the main character ...

Market Analysis - Bitcoin experienced volatility in December due to a sharp macro shock triggering a market-wide selloff [1] - Rising Japanese bond yields and yen strength contributed to the Bitcoin crash [1] - Cascading liquidations and weak support amplified the dip into a flash crash [1] Macroeconomic Factors - The market is influenced by upcoming PCE data, rate-cut expectations, the ending of Quantitative Tightening (QT), and Coinbase premium flipping positive [1] Layer-1 Debate - Discussion around Monad's controversial launch and the risks associated with low float, questioning the necessity of another Layer-1 blockchain [1] Key Indicators - Analysis of CME outage, institutional news, top performers, and Technical Analysis (TA) [1]

Many people think that crypto has no real utility and that prices depend purely on speculation, but that couldn't be further from the truth. Dozens of crypto projects are generating billions in fees. And recently, a load of them announced that they'll use that revenue to buy back their own tokens.That's not just utility. That is a built-in catalyst for potential price appreciation. That's why in today's video, we're breaking down which projects are planning on buying back their tokens and what that could me ...