Core Viewpoint - Bitcoin is experiencing a significant decline, down 30% from its October all-time high, despite favorable macroeconomic conditions that have benefited other assets like stocks and gold [1]. Group 1: Price Performance - Bitcoin is down approximately 5% year-to-date against the USD and around 40% compared to gold, despite reaching record highs above $126,000 in early October [2]. - The current price drop is attributed to steady, price-insensitive selling from long-term holders, particularly around the $100,000 psychological level [3]. Group 2: Market Dynamics - The belief in Bitcoin's four-year cycle is negatively impacting its price, as traders are attempting to front-run each other based on this cycle [4]. - Historically, Bitcoin prices have surged after halving events, only to peak and subsequently decline as early investors take profits, leading to a self-reinforcing selling behavior among traders [5]. Group 3: Institutional Perspectives - Analysts from Grayscale, Bitwise, and Binance's co-founder suggest that factors driving previous halving cycles are weaker now due to increased institutional adoption and regulatory clarity [6].

Most likely: instead of a bear market rally, I would argue that we're at the start of the actual bull market after nearly four years of bear market for the entire industry.If the #Crypto industry has been able to do what they have been doing over the past few years in terms of adoption, then we're ready for a big run. ...

Core Insights - Japanese digital asset treasuries are increasing their Bitcoin acquisitions despite concerns regarding the sustainability of businesses adopting crypto as a core model [1][2] - Eole has optimized its investment policy to expand Bitcoin holdings while managing risk, with current holdings valued over $9 million after recent purchases [1][2] - Market uncertainties have led to a decline in crypto prices, affecting the stock values of many companies, with only one Bitcoin treasury firm outperforming the S&P 500 in 2025 [3] Company Initiatives - Eole plans to establish a Bitcoin treasury valued between $76 million and $102 million by the end of the financial year 2026, alongside launching a crypto lending initiative called Neo Crypto Bank [4] - The company aims to process approximately 400 million payments annually and capture 1% of the domestic cashless payment market [5] - Eole's long-term strategy includes a gradual asset expansion from 2026 to 2028, targeting a total asset value of just under $7 billion, in collaboration with hardware provider Slash Vision and BitLending [6]

Business Expansion - The Trump business empire has experienced unprecedented growth, generating approximately $4 billion in paper wealth and proceeds since the re-election year [1] - Recent expansion has positioned the Trumps as significant participants in the crypto industry [3] Crypto Venture - The Trumps hold a 40% ownership stake in World Liberty Financial, their primary crypto venture [3] - World Liberty Financial allocates 75% of token sale proceeds to the Trumps [3] - World Liberty Financial has generated approximately $1 billion in proceeds to date [4] Other Business Interests - The president reported approximately $11 million in royalties in 2024 from merchandise sales [4]

Core Viewpoint - A change in U.S. tax rules under President Trump's One Big Beautiful Bill Act may redirect speculative activities towards blockchain-based prediction markets, as outlined in Coinbase Institutional's Crypto Market Outlook 2026 [1] Tax Implications - Starting in 2026, a provision will limit the deduction for gambling losses against winnings, impacting gamblers across various platforms such as sportsbooks and poker [2][1] - This tax change will result in taxation on gambling wins that do not reflect actual profits, creating a potential disadvantage for traditional gambling activities [2] Prediction Markets - Prediction markets, which operate similarly to derivatives, could become a more tax-advantageous alternative to traditional sportsbooks and casinos under the new tax regime [3][1] - Coinbase anticipates that these markets will play a significant role in the onchain economy, with notional trading volume expected to increase sharply in 2025 [4] Market Development - The prediction market sector is currently fragmented, with many independent protocols lacking shared standards [5] - The emergence of prediction market aggregators is expected as a crucial step towards the maturation of the sector, consolidating odds and liquidity across different platforms [5] - Despite regulatory uncertainties, the demand for decentralized and censorship-resistant forecasting tools is projected to grow [5]

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RT BSCN (@BSCNews)⚠️ Early-Stage Project: OstiumImagine the best of perps trading, mixed with the best of RWAs and tokenization...That's exactly what @OstiumLabs offers the crypto industry.Discover one of the most interesting new entrants to the sector right now ⬇️https://t.co/lEkthDCdun ...

Crypto Industry Must Make Progress Before Trump Leaves Office: Etherealize Co-Founder► https://t.co/qvyDpUDWJT https://t.co/qvyDpUDWJT ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Core Insights - Bitpanda Technology Solutions has partnered with Banco BS2, marking its first banking collaboration in Latin America, aimed at enhancing digital asset offerings for corporate and institutional clients [1][2]. Group 1: Partnership Details - The partnership allows Banco BS2 to integrate Bitpanda's institutional-grade crypto infrastructure, facilitating its expansion into the digital asset market [1][3]. - Banco BS2 will initially utilize Bitpanda's Fusion platform, which is designed for institutional trading and liquidity, aggregating liquidity from multiple venues to support high-throughput trading and risk management [4]. Group 2: Infrastructure and Services - Beyond trading, the partnership framework enables Banco BS2 to explore additional components of Bitpanda's infrastructure, including custody technology and tokenization capabilities, subject to regulatory approvals [5]. - Bitpanda aims to provide regulated financial institutions with modular and scalable infrastructure, allowing them to enter the digital asset market without developing technology in-house [3]. Group 3: Market Context and Demand - There is a growing institutional demand for experienced infrastructure providers as crypto adoption increases, particularly in Brazil, which is entering a new phase of digital asset adoption [6]. - Brazil's digital asset market is maturing, supported by recent landmark crypto regulations issued by the Central Bank of Brazil, which provide clearer guidelines for financial institutions [8].