Ray Dalio warns that the rules‑based order is now over, putting monetary debasement, dollar risk and neutral, permissionless financial rails back at the center of the macro conversation. Ray Dalio warned that the post-World War II order has “officially broken down,” with the world now sliding into what he bluntly calls a “law of the jungle” phase, where power, not rules, decides outcomes, and crypto investors are using the moment to renew the case for assets designed to operate outside state control. In his latest article on X describing both internal and external disorder, the Bridgewater Associates founder wrote that great powers are now locked in a persistent “prisoner’s dilemma.” They must either escalate or look weak across trade, technology, capital flows and, increasingly, military flashpoints, making what he calls “stupid wars” frighteningly easy to trigger. That external disorder tends to collide with internal stress, Dalio said. When economies are under strain and wealth gaps are wide, governments ...
Metaplanet reported about $40 million in operating profit but still recorded a $619 million net loss amid the Bitcoin price drop. Japanese public company Metaplanet reported explosive revenue growth after pivoting its business around Bitcoin, with the cryptocurrency now accounting for most of its operating activity. According to its fiscal year 2025 earnings report, revenue climbed to 8.9 billion Japanese yen ($58 million) from $7 million a year earlier, a 738% year-on-year increase. The surge followed the launch of the company’s Bitcoin (BTC) income operations. “We launched the Bitcoin Income business in Q4 2024. Since then, this strategy has become our primary revenue source and is expected to remain a core driver of profit growth,” the company wrote. Read more
Bitcoin market analysis focused on liquidations and the wick to $59,000 for signs of the next significant BTC price move on lower time frames. Bitcoin (BTC) starts a new week at an important crossroads as analysis sees the chance for a new short squeeze Bitcoin closes the week above a key 200-week trend line, leading to fresh belief in a trip to $75,000. Liquidations stay elevated, with a trader noting that longs should be in the driving seat going forward. Read more
Onchain analyst Willy Woo says markets are starting to price in the quantum threat, putting 4 million “lost” BTC and a 12‑year valuation uptrend versus gold into question. Onchain analyst and early Bitcoin adopter Willy Woo is warning that increasing attention to quantum computing risk is starting to weigh on Bitcoin’s long-term valuation case against gold. Woo argued in a Monday X post that markets had begun to price in the risk of a future “Q‑Day” breakthrough — shorthand for the moment when a powerful enough quantum computer exists to break today’s public key cryptography. Roughly 4 million “lost” Bitcoin (BTC) — coins whose private keys are presumed gone — could be dragged back into play, Woo argued, if a powerful quantum computer could derive private keys from exposed public keys, undermining part of Bitcoin’s core scarcity narrative. Read more
If Bitcoin posts a loss at the end of this month, it will also mark Bitcoin’s first time ending both January and February in the red. Bitcoin may be headed for its worst first quarter in eight years, with data showing Bitcoin is already down 22.3% since the start of the year. The asset began the year trading around $87,700 and has declined by around $20,000 to current lows of around $68,000, putting it on track for its worst first quarter since the 2018 bear market — which fell almost 50%, according to CoinGlass. Bitcoin (BTC) has declined in seven of the past thirteen Q1s, with the most recent being 2025 when it lost 11.8%, 2020 when it shed 10.8%, and the largest ever, 2018, when it dumped 49.7% in just three months. Read more
The purchase will mark week 12 of consecutive buys by Strategy, which continues accumulating BTC despite a sharp decline in the company's stock price. Michael Saylor, the co-founder of Bitcoin (BTC) treasury company Strategy, signaled that the company is acquiring more BTC amid the ongoing market dip, marking week 12 of a consecutive buying streak. Saylor posted the Strategy BTC accumulation chart via the X social media platform on Sunday. The chart has become synonymous with BTC purchases made by the company, which is touting its upcoming 99th BTC transaction. Strategy’s most recent BTC purchase occurred on Feb.9, when the company bought 1,142 BTC for more than $90 million, bringing its total holdings to 714,644 BTC, valued at about $49.3 billion using market prices at the time of publication. Read more
Bitcoin developers must address the quantum risks to Bitcoin fast to avoid a successful “corporate takeover,” according to venture capitalist Nic Carter. Major Bitcoin-holding institutions may eventually lose patience with Bitcoin developers for not addressing quantum computing concerns quickly enough, according to venture capitalist Nic Carter. “I think the big institutions that now exist in Bitcoin, they will get fed up, and they will fire the devs and put in new devs,” Carter said during the Bits and Bips podcast episode published on Thursday. “I think the devs will continue to do nothing,” Carter said. Read more
US spot Bitcoin ETFs recorded four straight weeks of net outflows, with about $360 million withdrawn in the latest week. US President Donald Trump’s media conglomerate, Trump Media & Technology Group, has filed paperwork with the United States Securities and Exchange Commission (SEC) for two new exchange-traded funds (ETFs) linked to major cryptocurrencies. According to a Friday announcement by its Truth Social Funds arm, the company plans to launch the Truth Social Bitcoin (BTC) and Ether (ETH) ETF alongside the Truth Social Cronos (CRO) Yield Maximizer ETF. The filing has not yet taken effect and remains subject to SEC review. “We plan to provide an investment platform for investors covering multiple aspects of digital and crypto investing with both capital appreciation and income opportunities,” Steve Neamtz, president of Yorkville America Equities, which will act as investment adviser for both funds, said. Read more
Bitcoin will become “more valuable than ever” after deflation stops covering “up the impact" on the US dollar, according to Bitcoin entrepreneur Anthony Pompliano. Bitcoin investors are being forced to rethink why they hold the asset as inflation data cools, according to Bitcoin entrepreneur Anthony Pompliano. “I think the challenge for Bitcoin investors, can you hold an asset when there is not high inflation in your face on a day-to-day basis?” Pompliano said during an interview with Fox Business on Thursday. “Can you still believe in what Bitcoin’s value proposition is, which is that it’s a finite-supply asset. If they print money, Bitcoin is going higher,” he said. “Bitcoin and gold are great long-term things,” he said. The US Consumer Price Index (CPI), a widely used measure of inflation, fell to 2.4% in January from 2.7% in December, according to the US Bureau of Labor Statistics. However, Mark Zandi, Moody’s chief economist, recently told CNBC that inflation “looks better on paper than in reality.” Read...