RT Dave Ripley (@DavidLRipley)If you’re trying to make sense of this market without forcing a narrative, this is worth your time.@ThomasPerfumo at @krakenfx is truly one of the the more impressive minds evaluating the crypto markets.He breaks down what’s actually moving crypto right now: macro + liquidity, higher equity correlation, ETF/MSTR flows, stablecoins, and the regulatory backdrop.https://t.co/UBCixLXjk7 ...

Core Insights - The current price washout in Bitcoin presents attractive opportunities for building positions over a one- to two-year view, according to industry expert Matthew Sigel [1][4][7] - The market's unease is exacerbated by concerns over quantum computing, which could threaten Bitcoin's encryption and put 20% to 50% of circulating coins at risk [2][4] - Skepticism surrounding AI investments has negatively impacted Bitcoin miners, who are now forced to sell Bitcoin to maintain operations due to drying up financing and falling prices [3][6][7] Market Dynamics - Bitcoin has experienced a significant drawdown of approximately 19%, currently trading in the mid-$60,000s, driven by a combination of factors including deleveraging, AI hype unraveling, and quantum computing risks [4][6] - Futures open interest has decreased from $61 billion to $49 billion, indicating a more than 20% decline in borrowed bets against Bitcoin, which aligns with the price drop [5][6] - The actions of Bitcoin miners are crucial in shaping the cryptocurrency's future, as they sell off Bitcoin to fund operations amid the current market pressures [6][7] Investor Sentiment - Despite the challenges, the four-year cycle narrative remains a significant reference point for investors, with Sigel actively adding to his Bitcoin holdings [7]

Core Insights - GameStop is planning a significant acquisition that could potentially increase its valuation to "several hundreds of billions of dollars," according to CEO Ryan Cohen [1] - The company is looking for a public consumer company with strong growth prospects and a "sleepy management team" as its acquisition target [1] - Cohen indicated that the new acquisition plan is "way more compelling than Bitcoin" and could be transformational for both GameStop and the capital markets [2] Financial Position - As of Q3, GameStop reported having $8.8 billion in cash and marketable securities, along with $519 million in Bitcoin [3] - The company's Bitcoin holdings, initially valued at $513 million when purchased, are now worth approximately $334 million due to market conditions [5] Market Speculation - There is speculation among market watchers that GameStop may be preparing to sell its Bitcoin holdings, especially after reports indicated that the Bitcoin stash had been moved to Coinbase Prime [4] - The company's previous acquisition of 4,710 BTC was seen as a hedge against inflation, but the current bear market has significantly reduced its value [5]

This event highlights the importance of robust internal control systems and the need for exchanges to ensure the accuracy of their promotional activities. Strengthening these systems could prevent similar incidents and help maintain investor confidence in the cryptocurrency market.Bithumb, which trails behind Upbit in the South Korean crypto market, will likely face increased scrutiny and pressure to bolster its internal controls and prevent future errors of this magnitude.As per the report, the regulators’ ...

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@GammaPrime_Fi @TokenizedSummit @marklg Replay the stream ⤵️https://t.co/R6P1JOPNgK ...

Today at @GammaPrime_Fi's @tokenizedsummit 🇭🇰VP of Consumer Products @marklg spoke on 'Building Trust in Crypto Markets', sharing perspectives from an exchange leader’s viewpoint. https://t.co/WfKs5PNsnb ...

Kicking off the week at Liquidity 2026.Giuseppe Giuliani, VP of Kraken's Institutional Team, joined a panel on how institutional liquidity is bridged, priced, and risk-managed. https://t.co/lT1uMDXoqW ...

🇭🇰 #ConsensusHK week has started.A full week of discussions ahead across institutional markets, market structure, and tokenization with @xStocksFi, including sessions featuring @marklg.See you around.https://t.co/KdfhH0yqZAKraken (@krakenfx):A busy week ahead in Hong Kong 🇭🇰It’s @Consensus2026 week. The Kraken team, including @marklg, will be on the ground for institutional, market structure, and tokenization conversations with @CoinDesk, @Solana, and @AlpacaHQ.Stay tuned, and connect with us if you’re in t ...