💥BREAKING: BlackRock deposits another 3,402 $BTC ($234.3M) and 30,216 $ETH ($60.83M) to Coinbase https://t.co/YsEGHxfVYc ...

Inflation + weak payments infra = Demand for stablecoins txns@SrWillWill was interviewed today on how wallets are shifting from trading crypto to facilitating everyday payments in certain regions."Even if people don't trade, they are still using payment solutions."10/10 article on everyday finance👇Murtuza J Merchant (@murtuza_merc):Crypto wallets are finally graduating from being speculative casino apps to actual financial operating systems.In places like Argentina and Nigeria, this isn't about chasing a 10 ...

Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. Subscribe to the Morning Minute on Substack. GM! Today’s top news: Crypto majors flat on the day, BTC at $68,600 Tempo hires Farcaster cofounders, adds to their deep talent bench Mr. Beast acquires teen-focused banking app Step Jump Trading to earn equity stakes in Polymarket & Kalshi MegaETH launches its mainnet, debuts “The Rabbit Hole” ...

Core Viewpoint - Bitcoin's recent price movements indicate it is behaving more like a high-growth technology asset rather than a stable store of value, as it has fallen in tandem with tech stocks [1][3] Group 1: Bitcoin's Characteristics - Bitcoin's design features capped supply, independence from governments, and a decentralized network, which provide it with long-term store of value qualities [2] - Despite these qualities, Bitcoin is still in the early stages of its monetary journey compared to gold, which has a much longer history [2] Group 2: Market Behavior and Comparisons - Bitcoin's recent performance has shown it is not acting as a safe haven asset, as it has sharply declined from its highs alongside risk assets [3][4] - In contrast, physical gold has reached record levels, attracting capital inflows while Bitcoin has seen capital exit, indicating Bitcoin's reliability as a value holder during market stress is still in question [4] Group 3: Investment Perspective - Investing in Bitcoin is currently viewed as a bet on its adoption as a global monetary asset, with its price remaining sensitive to risk appetite [5] - Recent market dynamics, including U.S.-led selling pressure and outflows from Bitcoin ETFs, suggest a cooling institutional appetite rather than a crisis of confidence in the network [6][7] Group 4: Future Outlook - Grayscale anticipates a potential recovery driven by regulatory momentum around stablecoins and tokenized assets, along with ongoing innovation in blockchain infrastructure [8]

Core Insights - Bitcoin is currently experiencing a significant decline, trading 41% below its October 2025 peak, with a recent drop of 11% [1] - Despite the current volatility, long-term investors may find compelling opportunities in Bitcoin [1] Market Context - Bitcoin is part of a broader trend affecting various digital assets, including Ethereum and XRP, as well as traditional assets like silver and gold, which have also seen declines [5] - The selling pressure in the market may be attributed to factors such as forced liquidations, reduced institutional demand, and a general risk-off sentiment influenced by macroeconomic and geopolitical factors [4] Regulatory Environment - Favorable regulations for Bitcoin have been introduced in the U.S. over the past year, with a pro-Bitcoin President and supportive statements from key figures like the SEC Chairman and Fed Chair nominee Kevin Warsh [6] Network Fundamentals - Bitcoin's hashrate, an indicator of network security, remains near its all-time high, suggesting ongoing confidence in the network's integrity [7] - The number of public companies holding Bitcoin has increased, and innovative solutions leveraging Bitcoin continue to emerge [7]

Group 1 - The core perspective at the World Economic Forum 2026 is that crypto is evolving from a parallel financial system to an emerging institutional infrastructure, shaped by regulation and market structure [1][2] - The discussions at Davos have shifted from hype to execution, focusing on what can realistically be achieved in 2026 under specific rules and expected returns on capital [1][4] - Crypto is now being evaluated based on compliance, governance, and measurable outcomes rather than narratives, indicating a significant shift in perception [3] Group 2 - Stablecoins have emerged as the most deployable use case in the crypto space, with institutional demand and regulatory attention aligning [5] - Tokenization is being viewed as a targeted efficiency upgrade rather than a sweeping transformation, emphasizing faster settlement and improved operational risk management [5] - The competition for executive capital in 2026 is intense, with crypto now contending with AI, cybersecurity, and operational resilience for attention [6] Group 3 - At Bloomberg House, the focus was on legislative constraints affecting crypto, particularly the stalled Clarity Act, which has implications for tokenized equities and DeFi [8] - The delay in legislative progress highlights that policy details are currently more critical to adoption than technological advancements [8] - The debate surrounding stablecoins involves yield, consumer protection, and financial stability, indicating active fault lines in the regulatory landscape [8][9]

🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 400,000,000 #USDT (399,851,000 USD) transferred from #Binance to unknown wallethttps://t.co/zGFYH67bY4 ...

🚨 🚨 🚨 🚨 🚨 1,571 #BTC (107,824,769 USD) transferred from unknown wallet to #Bitfinexhttps://t.co/7hyGLVPO72 ...

🚨 🚨 🚨 744 #BTC (51,102,118 USD) transferred from Coinbase Institutional to unknown wallethttps://t.co/iNXI45VJo5 ...

📣 Bybit has enabled NIGHT on BNB Smart Chain Network. Withdrawals will open once liquidity requirements are met. @MidnightNtwrkDeposit now: https://t.co/qvhlbcXOMG#Bybit #CryptoArk https://t.co/0U6S8jPXmd ...