Category: crypto

Wintermute reports that low-cap altcoins now only trend up for around 20 days on average in 2025, compared to 40-60 days in the past. Altcoin futures open interest has dropped by 55% since October, prompting investors to rotate back to Bitcoin and Ethereum majors. Pantera Capital Management describes the market as volatile and bearish, with…

Altcoins in the cryptocurrency market are seeing capital outflows due to increased risk aversion. Investors are favoring larger cryptocurrencies like Bitcoin and Ethereum, with rallies shortening and altcoin futures positions down 55% since October. Market indicators are bearish, with retail speculation moving toward equities and emerging tech themes.

A Kraken-affiliated special purpose acquisition company has filed for a $250 million IPO on Nasdaq. KRAK acquisition Corp. plans to offer 25 million units targeting businesses in the cryptocurrency and digital asset ecosystem. The SPAC is sponsored by Kraken, Tribe Capital, and Natural Capital, separate from Kraken’s direct public listing plans.

Bitcoin long-term holders are showing signs of selling pressure, with the Long-Term Holder SOPR metric falling below 1.0. This indicates potential selling at a loss, particularly from holders who purchased Bitcoin in the last nine months. Despite mixed signals, technical patterns and potential trend continuation are being observed.

Bitcoin miners are shifting their focus towards blockchain infrastructure rather than speculative extraction, according to Abundant Mines CEO Beau Turner. Long-term holders are showing signs of selling at a loss, while large holders are reducing positions. The industry may see a shift towards block space over block rewards as Bitcoin adoption expands.

MicroStrategy director Carl Rickertsen purchased 5,000 shares of the company’s stock, his first insider buy since July 2022. This move follows the company’s avoidance of MSCI index removal and shows confidence in MicroStrategy’s leveraged Bitcoin exposure. The stock’s performance is closely tied to Bitcoin’s price, with the company holding 687,410 BTC.

Strive has acquired Semler Scientific and its 5,048 Bitcoin after shareholder approval. The deal will increase Strive’s Bitcoin holdings to 12,797.9 BTC, making it one of the largest public corporate Bitcoin holders. Strive also purchased an additional 123 Bitcoin for its balance sheet. Post-deal plans include monetizing Semler’s healthcare business and retiring existing obligations.

Senator Elizabeth Warren has called on banking regulators to halt the review of a crypto firm’s bank charter due to unresolved conflicts of interest involving President Trump. The request comes amid ongoing debates over crypto market legislation, with Warren warning that approving the charter could erode trust in federal banking oversight.

US inflation near 3% keeps crypto in limbo, supporting risk assets bid but not forcing rapid rate cuts from the Federal Reserve. December CPI expected at 2.7% YoY and 0.3% MoM limits Fed’s ability to cut rates quickly. Mild disinflation supports Bitcoin and majors, but sharp downside surprises cap leverage appetite.

December’s $910 billion crypto capitulation saw BTC slide to $88k and ETH drop 7.8%. Finestel reports that professional risk managers rotated to cash, BTC, ETH, privacy, and AI tokens, while retail traders suffered losses. Stablecoins were raised to 23%, high-beta alts were trimmed, and privacy/AI tokens outperformed. Pros prepare for a volatile Q1 2026.