Bankless Co-Founder Reveals New Crypto Portfolio After Ethereum Sale

Bankless co-founder David Hoffman has disclosed how he redeployed capital after selling ETH, revealing a new portfolio tilted toward VVV, NEAR, ZEC, HYPE and LIT. The move marks a notable shift for one of Ethereum’s most recognizable public advocates and has triggered debate over whether Hoffman is rotating into a new long-term thesis or chasing a different segment of the market. In a post on X, Hoffman said he “immediately took ~50% of the capital to VVV, NEAR, ZEC, HYPE” after selling ETH. The other half, he said, was held…

Saylor Says Bitcoin Slide Is Capital Rotation as Strategy Loss Grows

Strategy’s Bitcoin holdings fell deep into paper-loss territory as BTC traded below the company’s average purchase price, renewing scrutiny of Michael Saylor’s Bitcoin treasury model. Strategy holds 843,706 Bitcoin (BTC) acquired at an average price of $75,699 per coin, with a total cost basis of $63.8 billion. However, the latest Bitcoin downturn sank the value of Strategy’s Bitcoin reserve to $52.6 billion, pushing its unrealized loss to $11.2 billion, according to the company’s dashboard. Strategy’s variable-rate perpetual preferred stock, STRC, has also declined below its intended $100 value and is…

Bitcoin’s $60K Range Seen As Potential Long-Term Accumulation Zone, Analyst Says

A heavy wave of US Treasury issuance, a $250 billion IPO pipeline, and a shift in big tech cash toward AI spending are among the pressures Jamie Coutts says could keep markets tight for a while longer. The Real Vision chief crypto analyst still thinks Bitcoin buyers in the $60,000s may be getting a rare long-term entry point, even if the market has not fully washed out yet. The Pressure Building Coutts framed the recent drop as part of a broader reset, saying Bitcoin has already fallen about 50% from…

Apex Group Joins Tokenized Real Estate Fund on Goldman Sachs Platform

Apex Group is providing fund management services for a tokenized real estate fund whose shares are being issued on Goldman Sachs’ Digital Asset Platform, GS DAP. The fund was developed with Goldman Sachs, digital asset exchange Archax, real estate investment manager LRC Group and interoperability provider Ownera, Apex said Thursday. “Tokenization at institutional scale depends on trusted, regulated infrastructure,” Apex Group’s global head of digital assets, Agnes Mazurek, said, adding that its participation reflects growing demand from managers and investors for blockchain-native solutions. The project reflects a growing push by…

Arthur Hayes Dumps HYPE, NEAR Holdings Ahead of ‘Mega’ AI IPOs

BitMEX co-founder Arthur Hayes said he dumped his Hyperliquid (HYPE) and Near Protocol (NEAR) token holdings, reversing course after previously assigning aggressive upside targets to both assets. Hayes cited higher energy prices due to the ongoing Middle East conflict, three forthcoming “mega AI IPOs” by the third quarter of 2026 and predictions that US President Donald Trump would turn “anti-AI” to help Republicans win the US midterm elections.  “I think highs in mrkts will happen btw now and September,” wrote Hayes in a Thursday X post, adding that it was…

Analyst Calls Out Stagnant Logic Being Used On XRP, Predicts When Price Will Rally To $300

XRP has spent much of 2026 trading below the targets often discussed across its community, but one XRP commentator is saying that projections to these price targets are being viewed through the wrong lens. The analyst claims that XRP should not be measured like a traditional stock, especially if the asset functions as it is designed and it becomes tied to institutional settlement, liquidity routing, and high-value financial transfers. XRP Commentator Says Market Cap Logic Misses The Point Most XRP price discussions are based on market cap comparisons and circulating supply…

Coinbase Launches Pre-IPO Markets With SpaceX Access

Coinbase has launched pre-intial public offering (IPO) markets, starting with SpaceX, offering users outside the United States exposure to private companies before they list publicly via a perpetual futures contract tied to the company’s estimated pre-listing price. The product is a USDC-settled perpetual futures contract that tracks SpaceX’s pre-IPO valuation. It allows 24/7 trading with no expiry or rollover, with profits and losses settled in USDC, according to a company blog post Thursday. Coinbase said the positions can be opened and closed at any time, similar to existing perpetual futures…

Bitcoin is Back at the 200-Week Moving Average After Nearly Three Years

Bitcoin (BTC) has tagged a key bear-market trend line with its drop to four-month lows, with a “decent chance” of a rebound next. Key points: Bitcoin revisits its 200-week simple moving average after trading above it since October 2023. The trend line functioned as resistance throughout the 2022 bear-market bottom and rebound. Bitcoin’s daily RSI approaches its most oversold since 2020. Bitcoin bear-market trend line returns after nearly three years Data from TradingView shows that for the first time since 2023, BTC/USD is back at its 200-week simple moving average…

FG Nexus Sells 10,000 ETH as Treasury Losses Top $100M

A wallet tagged by Arkham to the publicly listed Ethereum treasury company FG Nexus moved another 10,000 Ether on Wednesday, extending a series of sales that began after the company built a large position in 2025. The latest transfer equates to roughly $17.8 million at current prices and comes after earlier disposals that saw the Nasdaq-listed firm unwind more than 21,000 ETH from its treasury for roughly $55 million. FG Nexus accumulated 50,770 ETH between August and September 2025 at an average price of $3,860 per coin, building a position…

$623 Million In Bitcoin Longs Liquidated

Bitcoin’s 200-week moving average, sitting at around $61,700, is the line the market is watching most closely right now. That level has marked the bottom of every major Bitcoin bear cycle going back to 2015, and it held again this week — at least for now. Related Reading A Classic Bottom Signal — Or Just A Pause? The selloff dragged Bitcoin down to around $61,300 before buyers pushed the price back up past $64,750, a recovery of more than 5%. Reports say the rebound came alongside news that Israel and…