Author: Tristan Lodenberg

The US Federal Reserve is moving into a phase of steady, incremental monetary expansion rather than an aggressive return to large-scale stimulus, according to economist Lyn Alden, who argues the distinction between easing and printing is largely semantic. Fed Policy Points to Ongoing Monetary Expansion In her latest investment outlook, Alden said her baseline expectation aligns closely with the Federal Reserve’s own projections. She anticipates the central bank will expand its balance sheet broadly in line with nominal GDP growth and total banking system assets. While this approach lacks the intensity of past stimulus cycles, Alden believes it still represents…

Concerns that quantum computers could imminently threaten Bitcoin’s security are being overstated, according to digital asset manager CoinShares, which argues that only a small subset of Bitcoin is realistically vulnerable. Limited Share of Bitcoin Worth Targeting CoinShares research indicates that roughly 10,230 Bitcoin sit in wallet addresses with publicly exposed cryptographic keys that could, in theory, be targeted by future quantum computers. This represents a fraction of the approximately 1.63 million Bitcoin considered quantum-vulnerable under worst-case assumptions. Of that amount, just over 7,000 Bitcoin are held in wallets containing between 100 and 1,000 BTC, while around 3,230 Bitcoin sit in…

Global search interest for the term “crypto” has fallen close to its lowest level of the past year, highlighting deteriorating investor sentiment amid a sharp market downturn. Crypto Search Trends Reflect Market Capitulation Recent Google Trends data shows worldwide search volume for “crypto” hovering around 30 out of 100, with 100 representing peak interest over the past 12 months. The lowest reading during that period stands at 24. Search activity last peaked in August 2025, coinciding with the crypto market’s record capitalization above $4.2 trillion. Since then, total market value has dropped to roughly $2.4 trillion, reinforcing the decline in…

Bitcoin rebounded sharply over the weekend, climbing as much as 3% and recovering to the $71,000 level. Despite the bounce, several market analysts remain unconvinced that the recent sell-off marks the end of the broader bearish cycle. Bitcoin Price Fractals Point to Deeper Macro Lows Market comparisons with the 2022 bear market are fueling caution. Analysts tracking long-term price behavior note similarities between current price action and previous downturn patterns. One commonly cited signal is Bitcoin’s position relative to its 50-week exponential moving average, which currently sits near $95,000 — well above spot price. According to bearish projections, Bitcoin has…

Hyperliquid’s trading platform recorded a third consecutive week of revenue growth, underscoring rising user activity even as broader crypto markets faced renewed pressure. Data from DefiLlama shows Hyperliquid generated approximately $25.19 million in revenue over the past week, continuing a steady upward trend that has been building since mid-January. The sustained growth comes during a volatile period for digital assets, suggesting traders remain active on the platform despite market uncertainty. The increase in revenue reflects higher trading volumes and growing engagement with Hyperliquid’s derivatives-focused offering, which has gained traction as traders look for liquidity and leverage during choppy market conditions.…

Wall Street analysts are downplaying concerns following Strategy’s massive fourth-quarter loss, arguing the figures do not reflect operational weakness or an imminent need to sell bitcoin. Instead, analysts say the results are largely the outcome of accounting treatment tied to bitcoin’s price decline during the quarter. Q4 Loss Driven by Accounting, Not Cash Burn Strategy reported a $17.4 billion operating loss and a $12.6 billion net loss for the quarter. Analysts emphasize these losses were primarily non-cash mark-to-market charges resulting from lower bitcoin prices, rather than deterioration in the company’s underlying financial position. The market initially reacted negatively, with shares…

Binance Coin (BNB) appears to have re-entered a long-standing price range that has defined its market structure since March last year. Recent price action shows BNB falling sharply from its late-2025 highs and moving back into a consolidation zone that previously acted as both resistance and support for much of 2024 and 2025. The range began forming around March last year after a strong upside move stalled. For several months, BNB traded sideways within a broad zone, with repeated reactions from the upper boundary near the mid-$700s and support holding in the $500–$550 region. This area saw multiple failed breakouts…

The crypto industry is heading toward a period of major consolidation, with many smaller firms likely to be acquired or forced to merge as market conditions tighten. Industry executives say the current downturn is exposing structural weaknesses across the sector, particularly among companies that lack sustainable business models. Crypto Market Decline Acts as Catalyst The recent market correction is expected to accelerate this shift. Bitcoin has fallen nearly 45% from its October peak of $126,100 and is trading near $69,400. This sharp decline has reduced speculative valuations and placed pressure on companies that were built during periods of easy capital…

Jack Dorsey’s digital payments company Block Inc. is reportedly considering job cuts that could affect up to 10% of its workforce as part of an ongoing effort to streamline operations and refocus its core businesses. Block Restructuring Targets Efficiency and Integration According to people familiar with the matter, hundreds of employees have been notified that their roles may be eliminated during the company’s annual performance review process. Block employed just under 11,000 people as of late November, meaning the potential reductions could impact more than 1,000 positions. The possible layoffs are tied to a broader reorganization that began in 2024.…

South Korean cryptocurrency exchange Bithumb has resolved a system error that led to certain user accounts receiving an excessive amount of Bitcoin during a promotional event. The exchange confirmed it successfully reclaimed 99.7% of the mistakenly credited Bitcoin within the same day the issue occurred. Overpaid Bitcoin Recovered and Shortfall Covered by Company Funds According to the bithumb, most of the excess Bitcoin was directly retrieved from user accounts before it could be moved. However, a remaining 0.3%, equivalent to 1,788 Bitcoin, had already been sold on the market. To prevent any imbalance in customer holdings, Bithumb used its own…