Category: crypto

Binance has experienced three consecutive months of heavy stablecoin outflows, resulting in a $9 billion decrease in reserves. This suggests a sustained liquidity squeeze in the crypto markets. The outflows are the longest since the 2023 downturn, indicating a significant contraction in market liquidity.

Kevin O’Leary believes that institutional Bitcoin exposure is limited to around 3% due to quantum security risks. Jefferies’ Christopher Wood removed a 10% Bitcoin slice from his portfolio over quantum concerns. The BIP-360 proposal aims to enhance Bitcoin’s security against quantum attacks by introducing a new P2MR output.

Altcoin Sherpa predicts that Bitcoin’s bear phase could end within a year due to factors like ETFs, macro risks, and potential capitulation. The analyst believes a major sell-off may have already marked the end of the downtrend, with Bitcoin possibly entering an early accumulation phase. Structural changes in the market may lead to a different…

Investors and operators are moving from a focus on growth to resilience and optionality due to global uncertainty and AI disruption. Economic, geopolitical, and currency shocks are impacting traditional market cycles and confidence. AI is changing the value of assets and forcing businesses to adapt to new challenges.

Global investors are shifting from overvalued US equities to UK stocks like FTSE 100 and FTSE 250 due to lower valuations, higher dividends, diversified sectors, and currency stability. UK indices offer more attractive investment opportunities compared to the US, prompting a rebalancing of international portfolios towards British assets.

Congress is working on finalizing US crypto market rules with a bill supported by Trump. The legislation would split oversight between SEC and CFTC, set deadlines for exchanges and stablecoins, and give CFTC primacy over Bitcoin and Ethereum. The bill is nearing passage, pending reconciliation of Senate committee drafts.

Wintermute has introduced institutional over-the-counter trading for tokenized gold, allowing professional investors to access physical gold through blockchain-based products. The market for tokenized gold is growing rapidly, with Wintermute predicting it could reach $15 billion by the end of 2026. This move reflects increasing institutional interest in asset-backed digital products.

The Zashi mobile wallet has been rebranded to Zodl after its development team split from Electric Coin Company. The functionality, security, and user data remain the same. The team formed an independent entity called ZODL, focusing on privacy and long-term growth. The rebrand does not affect security or compatibility.

The European Union is proposing a ban on cryptocurrency transactions involving Russian entities as part of sanctions against Moscow. Meanwhile, Russian financial firms are launching regulated crypto investment products, such as a mining fund registered with the Bank of Russia, signaling increased institutional adoption of digital assets domestically.

Nexo has officially relaunched in the United States, offering yield products, crypto-backed credit lines, and trading services after a $45 million settlement with the SEC in 2023. Despite market volatility, Nexo has issued $863 million in loans over the past year, signaling strong user demand. The company aims for long-term engagement with the U.S. market…