Bitcoin, Ether ETFs face custody risk as Coinbase holds 80%
Data shows Coinbase holds 80% of US BTC and ETH ETF assets, a single point of failure risk — concentration risk, qualified custodian, Bitcoin and Ethereum ETFs.
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Bitcoin tracks T-bill issuance as stablecoin M2 slows
According to flow data, Bitcoin liquidity aligns more with M2 money supply, stablecoin supply, U.S. Treasury bill issuance than with headline aggregates.
X appeals €120m EU fine under DSA at EU General Court
X appeals a €120m EU penalty, saying Digital Services Act (DSA) rules were misapplied; Commission cites ad disclosure and researcher access breaches.
Bitcoin ETFs log $125M weekly outflows amid tight liquidity
According to flow data, Bitcoin ETF outflows totaled $125M for the week, extending a five-week $4B drain on tight liquidity, rates, rebalancing per fund data
Nakamoto Inc issues 364.8M shares in BTC, UTXO deal
Nakamoto Inc (NASDAQ: NAKA) issued 364,795,104 shares valued at $81.6M to buy BTC Inc and UTXO, adding $80.5M revenue and $40.1M net income; dilution flagged.
Silver draws scrutiny after $5M Hyperliquid short claim
We verify the Hyperliquid silver short, USDC whale deposit, tokenized silver claim using on-chain flows and Arkham Intelligence; data shows how perps work.
Digital euro faces €1.3B build as banks eye €4–6B costs
ECB budgets €1.3B to build the digital euro; banks face €4–6B in implementation costs over four years as legislation is eyed for 2026 and a 2029 launch target.
Bitcoin steadies as quantum risk shapes 2026 upgrade debate
Analysts cite quantum computing risk to Bitcoin and the upgrade roadmap as shaping discounts, a triangle setup, and attention on $55K support. Whale buys noted.
Gold tracks tariff pivot after U.S. court limits IEEPA
10% global tariff, IEEPA Supreme Court ruling, Section 122 of the Trade Act of 1974 mark a shift; analysts cite higher prices, slower growth and supply strains.
US GDP slows to 1.4% in Q4 as shutdown hits; core PCE firms
BEA: Q4 GDP 1.4% on shutdown and federal outlays pullback; core PCE near 3% keeps higher-for-longer risk in view. Q4 2025 GDP, core PCE inflation, Fed rate cuts
Ether holds steady amid scrutiny of Hyperliquid longs
Analysis verifies Brother Machi ETH long positions, Hyperliquid leveraged trading, ETH limit sell orders; data links stacked sells to PnL and liquidity risks.
HYPE awaits HTX listing verification as 8 PM nears
Huobi HTX HYPE listing is unverified; we outline how to check official notices, confirm pairs and time zones, review fees and avoid scams if the 8 PM claim holds
Bitcoin holds as FOMC minutes flag rate-hike scenario
FOMC minutes show officials open to rate hikes if inflation stays above 2%; analysts cite core goods, tariffs, and labor-market tightness as key 2026 risks.
Stablecoins face new frameworks as CLARITY momentum builds
Brian Armstrong cites Senate progress as BlackRock backs real-world assets; CLARITY Act, tokenization of real-world assets, stablecoin regulation per remarks.
XRP sentiment rises to 5-week high as flows leave BTC, ETH
CoinShares flow data show rotation from Bitcoin and Ether, lifting XRP sentiment; Santiment tracks rising on-chain activity as ETF dynamics add support.
