Solomon Presses Crypto To Accept Imperfect Rules, Says He Holds “Very Little” Bitcoin

Goldman Sachs CEO David Solomon backs Treasury Secretary Scott Bessent’s push for a crypto market structure bill, jabs at holdouts to “move to El Salvador,” and signals institutional priorities.

Bitcoin edges into late-bear phase as positioning mirrors 2022 trough, K33 says

K33 flags defensive sentiment, reduced leverage, and shrinking ETF exposure—signals that often precede Bitcoin bottoms and resemble the 2022 low. Here’s the key tell to watch now.

Hive’s Record Revenue Masks a $91M Loss—Why Accelerated Depreciation Isn’t the Red Flag It Looks Like

Hive hit record revenue and grew hashrate, yet reported a $91M net loss driven by accelerated depreciation and non-cash revaluations. Here’s what that really means for miners.

DeFi As Early-Cycle Engine: Bitwise’s Hougan Flags Path Out of Crypto Winter as Saylor Eyes Bitcoin “Spring”

Bitwise CIO Matt Hougan says DeFi could steer crypto out of winter, while Michael Saylor signals bitcoin’s “spring.” Here’s why a DeFi-led rebound would be the healthier ignition.

Nakamoto to acquire BTC Inc and UTXO Management in David Bailey’s Bitcoin treasury consolidation

David Bailey’s Nakamoto agreed to buy BTC Inc and UTXO Management, uniting Bailey-linked operations under one treasury umbrella. Here’s why this consolidation could reshape its BTC strategy.

Benchmark trims Metaplanet target as earnings expose tightrope of its Bitcoin pivot

Benchmark lowered its Metaplanet target after results showed both upside and risk in the firm’s Bitcoin pivot, with BTC‑linked income now central to funding growth without selling coins.

Abu Dhabi funds build $1B+ position in BlackRock’s Bitcoin ETF in Q4

Mubadala Investment Company and Al Warda Investments amassed over 20 million shares of BlackRock’s Bitcoin ETF in Q4, a stake valued above $1 billion at year-end.

Logan Paul’s $16M Tokenized Pokémon Card, Gemini’s Exec Shake-Up, and Fresh Bitcoin Buying: The Real Signal

A $16M sale of a previously tokenized Pokémon card, Gemini’s leadership exits, and a new bitcoin buy paint a clear market signal: trust, liquidity, and narrative are converging.

Harvard Tilts From Bitcoin to Ethereum: The Institutional BTC/ETH Trade Arrives

Harvard trimmed Bitcoin ETF exposure and opened a sizable Ethereum stake. Here’s what the rotation signals about ETH’s multi-factor appeal and the maturing BTC/ETH spread trade.

Bitcoin-Nasdaq Split Points to Dollar Liquidity Stress as AI Credit Risk Builds, Says Arthur Hayes

Arthur Hayes links Bitcoin’s slide and a flat Nasdaq to looming AI-driven credit stress and tighter dollar liquidity. Skeptics agree on risk, debate timing. BTC trades near $67K.