Bitcoin long-term holders of two years or more broke records during 2024 and 2025, says a new analysis of the latest bull market. Bitcoin (BTC) is seeing record selling from old hands, but the trend began far below current prices. Key points: Bitcoin long-term holders have beaten records with their sales over the past two years. Read more
Bitcoin’s 20-year quantum timeline collapses. 25% of the Bitcoin supply sits in vulnerable addresses requiring urgent migration. Opinion by: Youssef El Maddarsi, chief business officer of Naoris Protocol Some Bitcoin (BTC) advocates argue that the network faces no meaningful quantum threat in the immediate future, pointing to emerging NIST-approved post-quantum standards and suggesting that Bitcoin can simply upgrade long before any cryptographically relevant quantum computer appears. This confidence relies on the risky assumption that the quantum threat begins only once a machine can break keys in real time. Adam Back argued that Bitcoin has at least 20-40 years to ready itself, but the quantum threat is already active today. Bitcoin cannot rely on a leisurely multi-decade upgrade path. Read more
At the World Economic Forum, Circle CEO Jeremy Allaire rejected claims that stablecoin yields could spark bank runs, pointing to money market funds and broader shifts in finance. Jeremy Allaire, CEO of the publicly listed stablecoin issuer Circle, said interest payments on stablecoins do not pose a threat to banks. Speaking Thursday at the World Economic Forum in Davos, Allaire described concerns that stablecoin yields could cause bank runs as “totally absurd,” citing historical precedents and existing reward-based financial services already in use. “They help with stickiness, they help with customer traction,” Allaire said, adding that interest itself is not large enough to undermine monetary policy. Read more
Despite Ether’s latest recovery to $3,000, data suggests that ETH price may see a deeper correction to $1,850 if key support levels don’t hold. Ether (ETH) has made modest gains over the last 24 hours, briefly reclaiming the $3,000 psychological level. However, decreased ETH demand, evidenced by heavy outflows from spot Ethereum exchange-traded funds (ETFs), and a weakening technical structure could see Ether drop to levels below $2,000 over the coming weeks. Key takeaways: Decreasing Ethereum demand and negative spot Ether ETF flows signal aggressive distribution. Read more
F/m Investments seeks SEC relief to record ownership of its $6 billion Treasury ETF on a permissioned blockchain as tokenization spreads on Wall Street. F/m Investments asked the United States Securities and Exchange Commission (SEC) to allow it to tokenize shares of its flagship Treasury exchange-traded fund (ETF). The $18 billion asset manager filed Wednesday for exemptive relief to let the F/m US Treasury 3 Month Bill ETF (TBIL) record ownership of its roughly $6 billion in shares on a permissioned blockchain, while remaining a standard 1940 Act exchange‑traded fund. In its press release, F/m describes the filing as the “first of its kind” from an ETF issuer seeking US regulatory relief specifically for tokenized shares of a registered investment company. Read more
The fund targets institutional investors seeking returns beyond traditional long-only, “vanilla” Bitcoin exposure. The digital asset arm of Nomura is launching a new yield-focused Bitcoin investment product, as asset managers look to offer institutional investors returns beyond simple price exposure. Laser Digital is launching the Bitcoin Diversified Yield Fund (BDYF) to address a growing market demand for tokenized yield-driven funds over “vanilla long-only funds,” according to a Thursday announcement shared with Cointelegraph. Unlike traditional long-only Bitcoin (BTC) funds, the new product seeks to produce income by deploying diversified strategies intended to generate yield while maintaining exposure to Bitcoin, according to Laser Digital. Read more
The licensing move operationalizes Vietnam’s crypto pilot, though regulators have yet to confirm receiving or approving any exchange applications. Vietnam began accepting applications for licenses to operate digital asset trading platforms, marking the operational start of the country’s long-planned pilot program for a regulated crypto market. The State Securities Commission of Vietnam (SSC) officially opened the licensing window on Tuesday, following the issuance of new administrative procedures under Decision No. 96 by the Ministry of Finance of Vietnam, which implements a resolution on piloting a regulated crypto asset market. “Applications for the aforementioned administrative procedures will be accepted beginning January 20, 2026,” the SSC said, framing the move as part of a broader effort to bring crypto under formal regulatory oversight. Read more
The initiative comes as enforcement actions and pending market structure legislation raise questions about how privacy tools and open-source developers are treated. The Bitcoin Policy Institute (BPI), Fedi and Cornell University are launching a two‑year study on how Americans view financial privacy, the trade‑offs they will accept and how regulation shapes their behavior. The initiative brings together a Bitcoin (BTC) wallet company with an academic center and a policy think tank, aiming to connect how privacy tools are built, researched and ultimately governed. According to Fedi and BPI, the research will combine quantitative surveys with qualitative interviews to examine attitudes toward financial privacy and their evolution. Read more
Bitcoin’s onchain structure “remains fragile,” said Glassnode, warning of a prolonged consolidation period ahead for BTC price. Bitcoin (BTC) price could be in for another prolonged period of consolidation if key support levels are not reclaimed, a new analysis reveals. Key takeaways: Bitcoin is stuck between key cost-basis levels, predicting 2022-type consolidation unless key support levels are reclaimed. Read more
The company also plans private debt-for-equity swaps for some holders of the Semler convertible notes that may shrink its offering size. Strive, an asset manager co-founded by former US presidential candidate Vivek Ramaswamy in 2022, plans to raise as much as $150 million through an offering of preferred stock, with proceeds earmarked for debt repayment and Bitcoin purchases. Strive said it plans to sell shares of its Variable Rate Series A Perpetual Preferred Stock, trading under the ticker SATA, according to a Wednesday announcement. The company said the capital raised, alongside existing cash and potential proceeds from unwinding hedging transactions, would be used to pay down liabilities at its wholly owned subsidiary, Semler Scientific. This includes repurchasing a portion of Semler’s 4.25% convertible senior notes due in 2030, as well as outstanding borrowings under a master loan agreement with Coinbase Credit. Read more