Bitcoin’s old whale-to-retail sell cycle is dead as treasuries, ETFs reshape flows

Bitcoin enters a 2026 consolidation phase as capital inflows slow, ETFs normalize, options reset positioning and long-term treasuries replace the old whale‑retail cycle. Summary CryptoQuant CEO Ki Young Ju says diversified liquidity and long-term treasuries have broken the classic whale‑sell, retail‑dump Bitcoin cycle.​ On-chain data shows low large‑holder exchange activity, weak retail demand, normalized ETF inflows and a major options expiry resetting positioning into 2026.​ VALR’s Farzam Ehsani links Bitcoin’s consolidation to capital rotation into gold and silver, while Michael Terpin warns 2026 could still resemble a down year. Bitcoin’s…

Zcash Price Falls 10%

Key Notes Zcash price has erased earlier gains amid mass departures of developers. Former ECC leadership says the Zcash network and protocol remain unaffected. Departing developers plan to form a new company to continue privacy-focused work. Privacy coin Zcash ZEC $405.2 24h volatility: 16.8% Market cap: $6.69 B Vol. 24h: $944.56 M price fell nearly 10% after the entire development team behind the blockchain resigned following a serious governance dispute. The sudden exit raised concerns among investors, even as former leaders said the network itself would continue operating without disruption.…

Bitcoin Targets Futures Gaps as it Dips Under $90,000

Bitcoin filled one of two new futures gaps with a trip below $90,000 as analysis predicted a potential bottom level for the next BTC price cycle. Bitcoin (BTC) dipped below $90,000 Thursday as market participants see a classic short-term target coming next. Key points: Bitcoin dices with the 21-day moving average trendline as it fills open gaps in CME futures markets. One gap remaining could see the price return to $88,000 next. If the market reverses higher without filling it, that $88,000 gap could mark the bottom of the next…

Turkmenistan Opens Its Crypto Market to Miners and Exchanges — But Will They Come?

Turkmenistan’s new Law on Virtual Assets, which came into force on January 1, 2026, has formally legalised cryptocurrency mining and digital asset exchanges in a country with some of the world’s lowest energy costs. While the move is designed to attract foreign investment, it does so within a tightly controlled, licence-driven framework that may deter all but the most compliant operators. Signed into law in November 2025, the legislation is part of a broader effort to diversify an economy heavily reliant on natural gas exports. It establishes a legal pathway…

Das BITCOIN-JAHR 2025! Welche ERWARTUNGEN wurden ERFÜLLT? 🧐

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Bitcoin ‘tokenization supercycle’ could send BTC, MSTR and IREN higher in 2026

Bernstein sees a 2026 crypto “tokenization supercycle,” backing Bitcoin, MicroStrategy, IREN, Robinhood, Coinbase, Figure and Circle ahead of a 2027 cycle peak. Summary Bernstein forecasts a 2026 “tokenization supercycle” with the next Bitcoin cycle peak in 2027, despite a soft 2025 finish.​ The firm highlights MicroStrategy, IREN, Robinhood, Coinbase, Figure and Circle as key beneficiaries of tokenization and rising stablecoin use.​ Robinhood’s AI tools, social features and banking products, plus Circle’s USDC and EURC, are cited as underpriced growth drivers in the crypto-fintech stack. Investment firm Bernstein has identified several…

Bitcoin Bounce A Bull Trap? Analyst Sees 2022-Style Bear Flag

A cryptocurrency analyst has pointed out how the recent Bitcoin price action could echo the bear flag formation from the 2021-22 period. Bitcoin May Be Inside A Bear Flag Right Now In a new post on X, analyst Ali Martinez has highlighted a similarity that has been emerging between the Bitcoin price trend from 2021-22 and that from 2025-26. Below is the chart shared by Martinez that puts the two periods side-by-side. As is visible in the graph, Bitcoin saw a 54% drawdown during the first half of 2021, before…

Vitalik Buterin Compares Ethereum to BitTorrent and Linux

Key Notes Vitalik Buterin described Ethereum as shared infrastructure, not a speculative asset. He compared Ethereum’s scaling model to BitTorrent’s decentralized mass distribution. Ethereum’s long-term goal is autonomy without intermediaries, measured by the “walkaway test”. Vitalik Buterin said that Ethereum should be understood less as a speculative asset and more as shared infrastructure. On Jan. 8, he compared Ethereum to BitTorrent and Linux, two systems that scaled globally without giving up decentralization. Vitalik discussed Ethereum’s core goal, which is to achieve maximum autonomy without intermediaries, while still supporting mass use…

Florida’s Bitcoin ‘digital gold’ reserve bill targets up to 10% of state funds

Florida bills would create a Strategic Bitcoin Reserve, allowing up to 10% of key public funds to hold BTC and ETFs while enabling limited crypto tax payments. Summary Florida’s HB 183 and SB 1038 would establish a Strategic Bitcoin Reserve using select public funds.​ Up to 10% of the General Revenue, Budget Stabilization, and pension funds could go into Bitcoin, SEC‑registered ETFs, and tokenized securities.​ Florida follows Arizona, Texas, and New Hampshire, signaling broader state‑level Bitcoin reserve adoption across the U.S. Florida legislators have introduced bills to establish a Strategic…

Bitcoin bulls confront Dalio’s warning as fiat slides, gold outshines Wall Street

Ray Dalio flags fiat devaluation as 2025’s real story as gold and foreign stocks crush U.S. equities, pushing capital away from American markets. Summary Ray Dalio says the real 2025 story is fiat devaluation, not U.S. stocks or the AI trade.​ Gold and non‑U.S. equities sharply outperformed U.S. stocks as capital rotated abroad.​ Dalio expects continued diversification away from U.S. assets as currencies weaken. Billionaire investor Ray Dalio has identified the devaluation of fiat currency as the most significant investment story currently overlooked by many market participants, according to statements…