Crypto News

- Welcome to the US Crypto News Morning Briefing—your essential rundown of the most important developments in crypto for the day ahead. Grab a coffee — because this isn’t about price charts, ETF flows, or the next halving narrative. It’s about something far more uncomfortable: whether Bitcoin, as it exists today, is built to last. Crypto News of the Day: Why One of Wall Street’s Biggest Bitcoin Bulls Just Walked Away A quiet but consequential shift is unfolding in institutional crypto thinking. Christopher Wood, global head of equity strategy at Jefferies and one of Wall Street’s most closely followed market strategists, has removed Bitcoin entirely from his flagship model portfolio. The Jeffries executive did not cite price...

- Following the flash crash on Oct. 10, 2025, the cryptocurrency industry has been beset by multiple troubles. In November last year, the decentralized application (dApp) analytics platform DappRadar shut down due to the volatile market conditions. Next, European authorities shut down Cryptomixer in December for allegedly facilitating cybercrime and money laundering. 2026 brought no respite. Crypto exchange OKX recently fired some of its employees as the crypto exchange undergoes global restructuring. Next, MANTRA, the blockchain company focused on real-world asset (RWA) tokenization, decided to reduce headcount as part of a strategic reset after a turbulent past year marked by the collapse of its native token, OM. We are barely...

- Bitcoin Mining Stocks Outperform Bitcoin and S&P 500 YTD: J.P. Morgan U.S.-listed bitcoin miners and data center operators added a combined $13 billion in market capitalization during the first two weeks of January 2026. This 27% surge brings the group’s total market value to $62 billion as of January 15, as the sector capitalizes on a favorable environment characterized by modest bitcoin pricing gains, improving profit margins, and AI deals. A significant portion of the mining cohort outperformed the underlying asset itself. While bitcoin (BTC) prices rose approximately 9% during the period, 10 of the 14 operators tracked by J.P. Morgan posted stronger returns. By contrast, the S&P 500 gained 1% over the same timeframe. IREN...

- Analysts Warn Bitcoin Could Drop to $86K as Bearish Wedge Forms Crypto analyst Don Wedge has warned that despite recent Bitcoin gains, a bearish rising wedge pattern is forming near the $94,000 level, which, if pressured further, could trigger a decline back to the $86,000 support zone. According to the rising wedge chart, there’s a classic overhead battle near the white resistance line at around $98,000, which represents a clear invalidation point for bears. Rising Wedge Shows $92K as Critical Support The red support line near $92,000 marks the last line in the sand, and a break there would confirm the wedge and likely send Bitcoin back into the $86,000 to $91,000 green box to hunt for liquidity. “White resistance line must be...

- Chiliz (CHZ) Chiliz appears set for a potentially bullish weekend after unveiling its Chiliz 2030 vision. The long-term roadmap focuses on scaling the sports blockchain and expanding real-world adoption. This strategic update has improved sentiment around CHZ, positioning the altcoin favorably as investors assess future network growth prospects. While the announcement alone may not spark a full recovery, it could sustain interest following CHZ’s 30% weekly rally. Trading at $0.057, CHZ may consolidate near current levels. Holding above $0.053 would indicate stability, suggesting buyers remain engaged through the weekend despite limited immediate catalysts. Downside risks persist as momentum indicators flash caution. The Money Flow...

- 2025’s Gold Rush Strengthens the Case for Bitcoin: Ark Invest ARK Investment Management released data detailing a significant performance gap between gold and bitcoin throughout 2025. Gold prices appreciated 65% during 2025 while the price of bitcoin declined 6%. Ark Investment noted that despite the decline in 2025, bitcoin has increased 360% since the end of the US equity bear market in October 2022. Gold prices rose 166% during that same period from roughly $1,600 to $4,300 per ounce. The firm attributed the long-term rise in gold prices partially to global wealth creation outpacing supply. Global gold supply increases at an annualized rate of approximately 1.8%. The report stated that higher gold prices incentivize miners to...

- Bitcoin and Ethereum Waver–Why Did Trading Volume Drop? The cryptocurrency market wavered Friday as trading volumes cooled, with Bitcoin and Ethereum drifting downward despite positive momentum earlier this week. Following Bitcoin’s jump to $94,600 on Wednesday, the leading digital asset by market capitalization changed hands around $95,300, a 4.6% increase over the past seven days, according to crypto price aggregator CoinGecko. Ethereum has risen 5.9% to $3,250 over the same period of time. Trading volumes for Bitcoin and Ethereum had meanwhile fallen 27% and 32% each to $65 billion and $54 billion, respectively, according to CoinGlass. The trend extended to various actions, including Solana, XRP, and Dogecoin. The drop follows...

- South Korea Tightens Crypto Access as Google Play Blocks Unregistered Exchanges South Korea is tightening its grip on how crypto platforms reach users, using app stores as an enforcement lever as regulators sharpen the boundary between compliant digital finance and unregistered crypto activity. The country has advanced legislation establishing a legal framework for security token offerings, creating a regulated pathway for blockchain-based issuance and trading of tokenized securities. The National Assembly passed amendments to the Capital Markets Act and the Electronic Securities Act on Thursday, institutionalizing tokenized securities across debt, equity, and investment contract products. The framework defines security token...

The past week in crypto regulation exposed a deeper truth about the current policy environment: digital asset oversight is no longer just a technical debate about market structure but a proxy battleground for institutional independence, surveillance power, and political leverage. From an extraordinary intervention by the Federal Reserve chair to mounting fractures in Congress over crypto legislation, the regulatory picture remains volatile—and increasingly politicized. Powell Breaks Silence on DOJ Probe, Warns of Threat to Fed Independence Federal Reserve Chair Jerome Powell delivered one of the most consequential public statements of his tenure on Sunday, accusing the Trump administration of weaponizing the Justice Department to...

- Expert: Bitcoin Price Eyes ‘the Next Leg Up,’ but Not Without Pain Key Takeaways: Bitcoin price continues its difficult path toward the $100,000 level. Reaching this mark would likely restore optimism to a market that is still trying to recover after the Oct. 10 crash. January is a critical month for Bitcoin. Since October, BTC has been trading in a downtrend. Only in December did sentiment begin to improve slightly. The recovery has been slow. Bitcoin first managed to hold above $85,000. Later, it moved toward $94,000. This level has proven to be one of the toughest so far. Each time BTC approached $94,000, the price faced selling pressure and pulled back. This happened several times. In January, Bitcoin finally managed to hold...

- Christopher Wood, global head of equity strategy at Jefferies, has removed Bitcoin from his model portfolio after four years, citing mounting fears that quantum computing could undermine the cryptocurrency’s cryptographic security. According to Bloomberg, Wood eliminated a 10% Bitcoin allocation and replaced it with equal parts physical gold and gold-mining stocks, warning that advances in quantum technology threaten Bitcoin’s viability as a long-term store of value. The strategist’s exit reflects growing mainstream concern over quantum threats, with Wood stating in his “Greed & Fear” newsletter that the Bitcoin community increasingly believes quantum computing “could only be a few years away rather than a decade or more.”...

- Key Takeaways Bitcoin’s price may have already peaked in 2025 and is unlikely to enter a new sustained bull market in 2026, according to prominent crypto analyst Benjamin Cowen, who says market conditions now resemble a post-cycle “digestion phase” rather than the start of a fresh rally. Post-Halving Peak Without Euphoria In a quarterly macro risk memo published on Thursday, Cowen said Bitcoin peaked in the fourth quarter of 2025, consistent with the historical pattern of post-halving cycles. However, he noted that the latest cycle differed sharply from previous tops in 2017 and 2021, which were driven by widespread retail speculation. According to the memo, retail participation, speculative breadth, and social engagement failed...

- CES 2026: What Crypto Builders Can Steal From AI’s New Product Playbook At CES, McKinsey showed a version of the future that had nothing to do with directly, but everything to do with how crypto should build. McKinsey hosted a demo at the Fountain Bleu all about “rewiring” product development: taking cycles that used to take six to nine months and compressing them into roughly two weeks using AI, digital testing, and simulated customers. “The key to great product is fast iteration. Try this. Did it work? Okay, it’s okay, but these three things are still a problem.” – Dave Fedewa, Partner at McKinsey What McKinsey showcased at CES is an AI workflow that is putting other crypto supply chain companies like VeChain to shame...

Key Takeaways Elon Musk’s social media platform X is moving to restrict crypto-linked projects that reward users for posting. This has drawn criticism from parts of the digital asset community, raising questions about the future of so-called “Crypto Twitter.” X is not banning cryptocurrency or crypto-related discussions outright. However, some industry participants say the move could disrupt engagement models common in crypto-focused communities. The backlash comes as Musk and his companies face heightened scrutiny from governments over the ability of X’s AI chatbot, Grok, to generate manipulated and sexualized images on the platform. X Cuts Off InfoFi Projects Nikita Bier, X’s head of product, said the platform would no longer allow...

- Bitcoin Faces Possible Collapse in 7 to 11 Years, Warns Cyber Capital Founder Cyber Capital founder and chief investment officer Justin Bons has predicted that Bitcoin (BTC) could collapse within 7 to 11 years. He pointed to declining security budgets, a rising risk of 51% attacks, and what he calls impossible choices for the network. Bons warns that these fundamental vulnerabilities may erode trust and even lead to chain splits. Bitcoin’s Economic Security Model Under Scrutiny Over the years, experts have raised alarms about several risks to Bitcoin, most notably quantum computing, which may undermine current cryptographic standards. However, in a detailed post, Bons outlined a different category of concern. He argued that...

- Belgium’s KBC Bank Makes History With First-Ever Bitcoin and Ether Trading Under MiCA Belgium’s second-largest bank, KBC Bank, is set to become the first Belgian bank to offer direct trading of Bitcoin and Ether to retail investors under the European Union’s Markets in Crypto-Assets Regulation (MiCA). The move comes after years in which Belgian investors interested in crypto largely relied on foreign exchanges such as Binance, Coinbase, and OKX, or digital banking apps like Revolut and N26. Until now, no major Belgian bank had integrated crypto trading directly into its core investment platforms. The bank announced on Thursday that, starting the week of 16 February, Belgian private investors will be able to buy and sell the two...

- Here’s Why Bitcoin is a Better Scarce Asset Than Gold: Ark Invest's Cathie Wood Bitcoin’s mathematically capped supply makes it a superior scarce asset to gold in an era of rising institutional demand, according to Ark Invest founder and CEO Cathie Wood. In her “2026 Outlook” report, Wood analyzes the recent divergence between the two assets. Gold vs. Bitcoin While gold surged 65% in 2025, Bitcoin declined 6%. Wood attributes gold’s 166% rally since October 2022 not to inflation fears, but to “global wealth creation” outpacing the metal’s modest ~1.8% annual supply growth. “The incremental demand for gold could be outstripping its supply growth,” she wrote. Bitcoin, however, presents a fundamentally different supply dynamic...

- Crypto Revenue Data Reveals a $5B Gap Between Top Protocol and #10 — Is Crypto's Future Centralized? Crypto was built on the promise of decentralization. In practice, however, much of the industry’s power and profits remain tightly concentrated. That contradiction is clearest in the revenue rankings, where the top spots are dominated not by decentralized protocols but by centralized stablecoin issuers such as Tether and Circle. Top Crypto Revenue Makers Based on the latest data from Token Terminal, the annualized revenue of the top crypto protocol reveals a stark disparity: about $5.2 billion for Tether versus $262 million for Phantom. Revenue data from the top 10 crypto protocols over the past 30 days shows that a small group...

- Manhattan DA Pushes Criminal Penalties for Unlicensed Crypto Operators New York prosecutors are pressing lawmakers to turn unlicensed crypto operations into a jailable offense, noting that civil fines alone have failed to deter a growing underground economy fueled by crypto. Introduced by Manhattan District Attorney Alvin Bragg and New York State Senator Zellnor Myrie, the CRYPTO Act—short for Cryptocurrency Regulation Yields Protections, Trust, and Oversight—would impose criminal penalties on virtual currency businesses operating without state licenses. The bill would raise violations that currently carry only civil fines to criminal offenses with graduated penalties ranging from a Class A misdemeanor to a Class C felony for...

- Crypto Market Overview The crypto market is down today. The cryptocurrency market capitalisation has decreased by 0.9% over the past 24 hours to $3.33 trillion. At the time of writing, 88 of the top 100 coins have posted price drops. Also, the total crypto trading volume stands at $131 billion. TLDR: Crypto market cap is down 0.9% on Friday morning (UTC); 88 of the top 100 coins and 9 of the top 10 coins fell today; BTC decreased by 0.8% to $95,702, and ETH is down 0.3% to $3,315; $100,000 is the next significant resistance level, and $90,000 is the nearest meaningful support; Analysts don’t expect prolonged stalling at current levels; Bitcoin is likely to either retest the $90K area or continue higher toward $100K; ‘BTC is...