Category: Analysis

Michael Saylor’s Strategy Buys 2,932 BTC for $264M amid Market Pullback

Key Notes Strategy purchased 2,932 BTC between January 20 and January 25 for approximately $264 million. The average purchase price was $90,061 per Bitcoin. Strategy acquired around 40,100 BTC in January 2026 alone. Strategy disclosed the purchase of additional Bitcoin BTC $88 134 24h volatility: 0.5% Market cap: $1.76 T Vol. 24h: $57.72 B during last week’s market decline, reinforcing its long-standing accumulation strategy. According to a filing with the US Securities and Exchange Commission (SEC), the company acquired 2,932 Bitcoin for approximately $264.1 million. The purchases were executed at…

Ripple Expands in Middle East with Riyad Bank Partnership

Key Notes Ripple and Riyad Bank recently entered a strategic partnership to explore blockchain. Their goal is to strengthen financial services across Saudi Arabia. This partnership comes after Ripple secured an EMI license in Luxembourg. San Francisco-based blockchain payments firm Ripple Labs Inc. has bagged a major deal with Riyad Bank in the Middle East. Reece Merrick, the Managing Director of Middle East and Africa at Ripple, announced the new development on X, citing that it is a move targeted at advancing Saudi Arabia’s financial future through blockchain innovation. Jeel…

Crypto Products Record Largest Inflow since Mid-Nov 2025: CoinShares

Key Notes Crypto ETPs saw $1.73 billion in outflows last week, the largest since mid-November 2025. Bitcoin and Ethereum led the exit with $1.09 billion and $630 million in outflows. The United States accounted for nearly $1.8 billion of the outflows. Crypto investment products posted one of their worst weeks on record as CoinShares data shows crypto ETPs saw roughly $1.73 billion in net outflows last week, the largest since mid-November 2025. This came just one week after $2.2 billion in inflows,  According to the CoinShares weekly report, total assets…

Binance Announces Listing for 6 Altcoin Trading Pairs

Key Notes 6 new trading pairs will be available on Binance on January 27. Only eligible regions and users will be granted access to BNB/U, ETH/U among others. Binance also recently listed Ripple’s RLUSD. Cryptocurrency exchange Binance has announced its plans to support six new trading pairs on its platform. According to the official announcement, the new trading pairs are BNB/U, ETH/U, KGST/U, SOL/U, TRX/USD1, and USD1/U. This update follows Binance’s routine platform review. Zero Fees for New Trading Pairs on Binance Binance regularly conducts reviews of digital assets on…

Dollar Is Weak, but Why Is Bitcoin Lagging?

Key Notes The US dollar is weakening, yet Bitcoin continues to lag, and the reason is not bearish pressure but a lack of risk appetite, according to analysts. The US Dollar Index has fallen to around 97.17, with the latest 24‑hour change near minus 0.4%. In past cycles, this kind of move often helped Bitcoin, but this time, it has not. Bitcoin BTC $87 756 24h volatility: 0.9% Market cap: $1.75 T Vol. 24h: $53.26 B is trading near $87,000, down more than 6% in the last seven days. According…

Japan Plans Crypto ETFs by 2028

Key Notes SBI Holdings and Nomura Holdings are expected to be among the first firms to pursue crypto ETF launches. Japanese regulators are reviewing rules to support regulated crypto exposure through traditional exchanges. Nikkei estimates Japan’s crypto ETF market could grow to around 1 trillion yen in the long term. Japanese financial regulators are considering easing restrictions on cryptocurrency exchange-traded funds (ETFs). Sources familiar with the matter said 2028 could be the earliest timeline for approval, following billion-dollar inflows into U.S. Bitcoin BTC $87 790 24h volatility: 0.9% Market cap:…

Metaplanet Reports BTC Loss, Earnings and Outlook

Key Notes Metaplanet raised its full year 2025 revenue and profit forecast. Bitcoin’s price drop in Q4 led to an expected 76.6 billion yen net loss in 2025. For fiscal 2026, Metaplanet forecast 16 billion yen in revenue, driven mainly by its Bitcoin income business. Major corporate Bitcoin BTC $87 827 24h volatility: 0.7% Market cap: $1.75 T Vol. 24h: $53.62 B holder Metaplanet recently released the earnings update for fiscal 2025 and early forecasts for 2026. The update follows a major accounting loss that the firm faced last year…

Crypto Scam: Matcha Meta Suffers $16.8 Million SwapNet Exploit

Key Notes PerkShield reported a $16.8 million scam on Matcha Meta, citing that the attacker has swapped about $10.5 million in USDC. CertiK reported an estimated loss of around $13.3 million in USDC. South Korean prosecutors recently recorded a significant loss in seized Bitcoin. The broader cryptocurrency market has experienced another scam, resulting in a loss of $16.8 million. These funds were withdrawn from Matcha Meta, a decentralized exchange aggregator. Several blockchain security firms, including PerkShield, have flagged the incident. Matcha Meta Yet to Confirm Crypto Losses Matcha Meta reported…

Crypto Market Dips Below $3 Trillion

Key Notes Crypto liquidations exceeded $670 million, mostly from long positions. Santiment shows negative 30-day MVRV for ETH, XRP, LINK, and ADA. The BTC-to-gold ratio suggests potential capital rotation from gold back into Bitcoin. The broader cryptocurrency market is facing renewed selling pressure, with total market capitalization falling below $3 trillion. The rise in the Japanese yen has reignited fears of a yen carry trade unwind, pushing risk-on assets like cryptocurrencies lower while safe-haven assets such as gold and silver rally. On-chain data, however, suggests the crypto market may be…

Ethereum Whale Activity Increases as ETH Price Dips

Key Notes ETH is trading near $2,895, down about 9.5% over the past week. Large holders continue adding ETH despite short term seller control. ETH spot trading volume jumped 250% to about $350 billion on January 26. Ethereum ETH $2 885 24h volatility: 1.6% Market cap: $348.05 B Vol. 24h: $33.04 B is trading below major key levels, but large holders are aggressively buying the dip. At the time of writing, ETH is trading near $2,895, down about 9.5% over the past week. On-chain data shows steady whale buying even…